Club Retiree Medical And Dental Plan — Form 5500 plan (Automobile Club Of So California)
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, Club Retiree Medical And Dental Plan is a benefit plan reported by Automobile Club Of So California under EIN 95-0514585 and plan number 516. The latest loaded filing year is 2023. The filing reports 2,496 participants and $53,039,276 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Automobile Club Of So California
- EIN
- 95-0514585
- Plan number
- 516
- Plan type
- 2
- Location
- Costa Mesa, CA
- Latest filing year
- 2023
- Participants
- 2,496
- End-of-year plan assets
- $53,039,276
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,496 | H, C | 20241010123614NAL0034035488001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $53,039,276
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $53,039,276
- Net assets (BOY)
- $51,509,081
Income & contributions
- Employer contributions
- $787,912
- Participant contributions
- $1,310,067
- Total contributions
- $2,097,979
- Total income / additions
- $5,733,912
Expenses & distributions
- Benefits paid
- $4,077,611
- Administrative expenses
- $126,106
- Total expenses
- $4,203,717
- Net increase / (decrease)
- $1,530,195
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cvshealth | CONTRACT ADMIN | $1,000,687 | not reported in the loaded dataset | 2023 |
| Webtpa Employer Services, LLC | CLAIMS PROCESSOR | $60,390 | not reported in the loaded dataset | 2023 |
| T. Rowe Price Associates, Inc. | INVESTMT MGMT | $56,736 | $0 | 2023 |
| Alight Holding Company, LLC | PLAN ADMINISTRATOR | $45,048 | not reported in the loaded dataset | 2023 |
| Wageworks, Inc. | CLAIMS PROCESSOR | $9,464 | not reported in the loaded dataset | 2023 |
| Jpmorgan Chase Bank, N.A. | TRUSTEE | $7,000 | $2,189 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Automobile Club Of So California
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Costa Mesa, CA
- Cvshealth — Schedule C compensation
- Webtpa Employer Services, LLC — Schedule C compensation
- T. Rowe Price Associates, Inc. — Schedule C compensation
- Alight Holding Company, LLC — Schedule C compensation
- Wageworks, Inc. — Schedule C compensation
- Jpmorgan Chase Bank, N.A. — Schedule C compensation