Aaa Retirement Plan — Form 5500 plan (American Automobile Association, Inc. And Subs.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Aaa Retirement Plan is a benefit plan reported by American Automobile Association, Inc. And Subs. under EIN 53-0025420 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,133 participants and $111,307,439 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American Automobile Association, Inc. And Subs.
- EIN
- 53-0025420
- Plan number
- 001
- Plan type
- 3
- Location
- Heathrow, FL
- Latest filing year
- 2023
- Participants
- 2,133
- End-of-year plan assets
- $111,307,439
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,133 | H, C | 20241121091340NAL0000809696001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $111,307,439
- Total liabilities (EOY)
- $136,862
- Net assets (EOY)
- $111,170,577
- Net assets (BOY)
- $164,995,192
Income & contributions
- Total contributions
- $0
- Total income / additions
- $11,895,866
Expenses & distributions
- Benefits paid
- $64,263,254
- Administrative expenses
- $1,457,227
- Total expenses
- $65,720,481
- Net increase / (decrease)
- -$53,824,615
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mercer | ACTUARY | $251,495 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional Trust Co | NONE | $220,732 | $0 | 2023 |
| Asset Consulting Group LLC | NONE | $120,000 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | TRUSTEE | $104,622 | $0 | 2023 |
| Rsm Us Llp | AUDITOR | $22,155 | not reported in the loaded dataset | 2023 |
| Baker & Hostetler | LEGAL | $13,885 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for American Automobile Association, Inc. And Subs.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Heathrow, FL
- Mercer — Schedule C compensation
- Blackrock Institutional Trust Co — Schedule C compensation
- Asset Consulting Group LLC — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Rsm Us Llp — Schedule C compensation
- Baker & Hostetler — Schedule C compensation