401k Plan data: AAA SOUTHERN NEW ENGLAND RETIREMENT PLANS plan

AAA SOUTHERN NEW ENGLAND RETIREMENT PLANS 401k Plan overview

Plan Name	AAA SOUTHERN NEW ENGLAND RETIREMENT PLANS
Plan identification number	002

AAA SOUTHERN NEW ENGLAND RETIREMENT PLANS Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

AAA NORTHEAST has sponsored the creation of one or more 401k plans.

Company Name: AAA NORTHEAST

Employer identification number (EIN): 050102480

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Additional information about AAA NORTHEAST

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 2396117

More information about AAA NORTHEAST

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AAA SOUTHERN NEW ENGLAND RETIREMENT PLANS

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 DAVID G. HIMSEY DAVID G. HIMSEY 2018-08-06
002 2017-01-01
002 2016-01-01 DAVID G HIMSEY DAVID G HIMSEY 2017-10-16
002 2015-01-01 DAVID G HIMSEY DAVID G HIMSEY 2016-10-14
002 2014-01-01 DAVID G HIMSEY DAVID G HIMSEY 2015-07-10
002 2013-01-01 DAVID G HIMSEY DAVID G HIMSEY 2015-01-05
002 2012-01-01 DAVID G HIMSEY DAVID G HIMSEY 2014-10-14
002 2011-01-01 DAVID G HIMSEY
002 2009-01-01 DAVID G. HIMSEY

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	DAVID G. HIMSEY	DAVID G. HIMSEY	2018-08-06
002	2017-01-01
002	2016-01-01	DAVID G HIMSEY	DAVID G HIMSEY	2017-10-16
002	2015-01-01	DAVID G HIMSEY	DAVID G HIMSEY	2016-10-14
002	2014-01-01	DAVID G HIMSEY	DAVID G HIMSEY	2015-07-10
002	2013-01-01	DAVID G HIMSEY	DAVID G HIMSEY	2015-01-05
002	2012-01-01	DAVID G HIMSEY	DAVID G HIMSEY	2014-10-14
002	2011-01-01	DAVID G HIMSEY
002	2009-01-01	DAVID G. HIMSEY

Plan Statistics for AAA SOUTHERN NEW ENGLAND RETIREMENT PLANS

401k plan membership statisitcs for AAA SOUTHERN NEW ENGLAND RETIREMENT PLANS

Measure Date Value
2023: AAA SOUTHERN NEW ENGLAND RETIREMENT PLANS 2023 401k membership
Total participants, beginning-of-year 2023-01-01 4,144
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 3,286
Number of retired or separated participants receiving benefits 2023-01-01 63
Number of other retired or separated participants entitled to future benefits 2023-01-01 909
Total of all active and inactive participants 2023-01-01 4,258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 21
Total participants 2023-01-01 4,279
Number of participants with account balances 2023-01-01 4,196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 5
2022: AAA SOUTHERN NEW ENGLAND RETIREMENT PLANS 2022 401k membership
Total participants, beginning-of-year 2022-01-01 4,201
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 3,168
Number of retired or separated participants receiving benefits 2022-01-01 56
Number of other retired or separated participants entitled to future benefits 2022-01-01 903
Total of all active and inactive participants 2022-01-01 4,127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 17
Total participants 2022-01-01 4,144
Number of participants with account balances 2022-01-01 4,023
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 3
2021: AAA SOUTHERN NEW ENGLAND RETIREMENT PLANS 2021 401k membership
Total participants, beginning-of-year 2021-01-01 3,485
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 3,274
Number of retired or separated participants receiving benefits 2021-01-01 58
Number of other retired or separated participants entitled to future benefits 2021-01-01 860
Total of all active and inactive participants 2021-01-01 4,192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 9
Total participants 2021-01-01 4,201
Number of participants with account balances 2021-01-01 3,759
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 12
2020: AAA SOUTHERN NEW ENGLAND RETIREMENT PLANS 2020 401k membership
Total participants, beginning-of-year 2020-01-01 3,643
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 2,633
Number of retired or separated participants receiving benefits 2020-01-01 38
Number of other retired or separated participants entitled to future benefits 2020-01-01 808
Total of all active and inactive participants 2020-01-01 3,479
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 6
Total participants 2020-01-01 3,485
Number of participants with account balances 2020-01-01 3,426
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 31
2019: AAA SOUTHERN NEW ENGLAND RETIREMENT PLANS 2019 401k membership
Total participants, beginning-of-year 2019-01-01 3,865
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 2,774
Number of retired or separated participants receiving benefits 2019-01-01 23
Number of other retired or separated participants entitled to future benefits 2019-01-01 842
Total of all active and inactive participants 2019-01-01 3,639
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 4
Total participants 2019-01-01 3,643
Number of participants with account balances 2019-01-01 3,609
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 26
2018: AAA SOUTHERN NEW ENGLAND RETIREMENT PLANS 2018 401k membership
Total participants, beginning-of-year 2018-01-01 3,733
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2,828
Number of retired or separated participants receiving benefits 2018-01-01 26
Number of other retired or separated participants entitled to future benefits 2018-01-01 1,010
Total of all active and inactive participants 2018-01-01 3,864
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 3,865
Number of participants with account balances 2018-01-01 3,865
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 13
2017: AAA SOUTHERN NEW ENGLAND RETIREMENT PLANS 2017 401k membership
Total participants, beginning-of-year 2017-01-01 3,568
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2,741
Number of retired or separated participants receiving benefits 2017-01-01 17
Number of other retired or separated participants entitled to future benefits 2017-01-01 975
Total of all active and inactive participants 2017-01-01 3,733
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 3,733
Number of participants with account balances 2017-01-01 3,733
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 65
2016: AAA SOUTHERN NEW ENGLAND RETIREMENT PLANS 2016 401k membership
Total participants, beginning-of-year 2016-01-01 3,389
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2,734
Number of retired or separated participants receiving benefits 2016-01-01 5
Number of other retired or separated participants entitled to future benefits 2016-01-01 801
Total of all active and inactive participants 2016-01-01 3,540
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 3,541
Number of participants with account balances 2016-01-01 3,508
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 85
2015: AAA SOUTHERN NEW ENGLAND RETIREMENT PLANS 2015 401k membership
Total participants, beginning-of-year 2015-01-01 3,166
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2,827
Number of retired or separated participants receiving benefits 2015-01-01 2
Number of other retired or separated participants entitled to future benefits 2015-01-01 560
Total of all active and inactive participants 2015-01-01 3,389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 3,389
Number of participants with account balances 2015-01-01 3,370
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 29
2014: AAA SOUTHERN NEW ENGLAND RETIREMENT PLANS 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2,456
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2,814
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 351
Total of all active and inactive participants 2014-01-01 3,166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 3,166
Number of participants with account balances 2014-01-01 3,166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 58
2013: AAA SOUTHERN NEW ENGLAND RETIREMENT PLANS 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2,104
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2,141
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 314
Total of all active and inactive participants 2013-01-01 2,456
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 2,456
Number of participants with account balances 2013-01-01 2,456
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 42
2012: AAA SOUTHERN NEW ENGLAND RETIREMENT PLANS 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1,890
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1,765
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 338
Total of all active and inactive participants 2012-01-01 2,104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 2,104
Number of participants with account balances 2012-01-01 2,104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 13
2011: AAA SOUTHERN NEW ENGLAND RETIREMENT PLANS 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1,729
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1,599
Number of retired or separated participants receiving benefits 2011-01-01 1
Number of other retired or separated participants entitled to future benefits 2011-01-01 290
Total of all active and inactive participants 2011-01-01 1,890
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 1,890
Number of participants with account balances 2011-01-01 1,890
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 28
2009: AAA SOUTHERN NEW ENGLAND RETIREMENT PLANS 2009 401k membership
Total participants, beginning-of-year 2009-01-01 1,633
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 1,674
Number of retired or separated participants receiving benefits 2009-01-01 6
Number of other retired or separated participants entitled to future benefits 2009-01-01 237
Total of all active and inactive participants 2009-01-01 1,917
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 1,917
Number of participants with account balances 2009-01-01 1,917
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 15

Measure	Date	Value
2023: AAA SOUTHERN NEW ENGLAND RETIREMENT PLANS 2023 401k membership
Total participants, beginning-of-year	2023-01-01	4,144
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	3,286
Number of retired or separated participants receiving benefits	2023-01-01	63
Number of other retired or separated participants entitled to future benefits	2023-01-01	909
Total of all active and inactive participants	2023-01-01	4,258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	21
Total participants	2023-01-01	4,279
Number of participants with account balances	2023-01-01	4,196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	5
2022: AAA SOUTHERN NEW ENGLAND RETIREMENT PLANS 2022 401k membership
Total participants, beginning-of-year	2022-01-01	4,201
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	3,168
Number of retired or separated participants receiving benefits	2022-01-01	56
Number of other retired or separated participants entitled to future benefits	2022-01-01	903
Total of all active and inactive participants	2022-01-01	4,127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	17
Total participants	2022-01-01	4,144
Number of participants with account balances	2022-01-01	4,023
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	3
2021: AAA SOUTHERN NEW ENGLAND RETIREMENT PLANS 2021 401k membership
Total participants, beginning-of-year	2021-01-01	3,485
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	3,274
Number of retired or separated participants receiving benefits	2021-01-01	58
Number of other retired or separated participants entitled to future benefits	2021-01-01	860
Total of all active and inactive participants	2021-01-01	4,192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	9
Total participants	2021-01-01	4,201
Number of participants with account balances	2021-01-01	3,759
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	12
2020: AAA SOUTHERN NEW ENGLAND RETIREMENT PLANS 2020 401k membership
Total participants, beginning-of-year	2020-01-01	3,643
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	2,633
Number of retired or separated participants receiving benefits	2020-01-01	38
Number of other retired or separated participants entitled to future benefits	2020-01-01	808
Total of all active and inactive participants	2020-01-01	3,479
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	6
Total participants	2020-01-01	3,485
Number of participants with account balances	2020-01-01	3,426
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	31
2019: AAA SOUTHERN NEW ENGLAND RETIREMENT PLANS 2019 401k membership
Total participants, beginning-of-year	2019-01-01	3,865
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	2,774
Number of retired or separated participants receiving benefits	2019-01-01	23
Number of other retired or separated participants entitled to future benefits	2019-01-01	842
Total of all active and inactive participants	2019-01-01	3,639
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	4
Total participants	2019-01-01	3,643
Number of participants with account balances	2019-01-01	3,609
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	26
2018: AAA SOUTHERN NEW ENGLAND RETIREMENT PLANS 2018 401k membership
Total participants, beginning-of-year	2018-01-01	3,733
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2,828
Number of retired or separated participants receiving benefits	2018-01-01	26
Number of other retired or separated participants entitled to future benefits	2018-01-01	1,010
Total of all active and inactive participants	2018-01-01	3,864
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	3,865
Number of participants with account balances	2018-01-01	3,865
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	13
2017: AAA SOUTHERN NEW ENGLAND RETIREMENT PLANS 2017 401k membership
Total participants, beginning-of-year	2017-01-01	3,568
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2,741
Number of retired or separated participants receiving benefits	2017-01-01	17
Number of other retired or separated participants entitled to future benefits	2017-01-01	975
Total of all active and inactive participants	2017-01-01	3,733
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	3,733
Number of participants with account balances	2017-01-01	3,733
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	65
2016: AAA SOUTHERN NEW ENGLAND RETIREMENT PLANS 2016 401k membership
Total participants, beginning-of-year	2016-01-01	3,389
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2,734
Number of retired or separated participants receiving benefits	2016-01-01	5
Number of other retired or separated participants entitled to future benefits	2016-01-01	801
Total of all active and inactive participants	2016-01-01	3,540
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	3,541
Number of participants with account balances	2016-01-01	3,508
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	85
2015: AAA SOUTHERN NEW ENGLAND RETIREMENT PLANS 2015 401k membership
Total participants, beginning-of-year	2015-01-01	3,166
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2,827
Number of retired or separated participants receiving benefits	2015-01-01	2
Number of other retired or separated participants entitled to future benefits	2015-01-01	560
Total of all active and inactive participants	2015-01-01	3,389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	3,389
Number of participants with account balances	2015-01-01	3,370
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	29
2014: AAA SOUTHERN NEW ENGLAND RETIREMENT PLANS 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2,456
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2,814
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	351
Total of all active and inactive participants	2014-01-01	3,166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	3,166
Number of participants with account balances	2014-01-01	3,166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	58
2013: AAA SOUTHERN NEW ENGLAND RETIREMENT PLANS 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2,104
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2,141
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	314
Total of all active and inactive participants	2013-01-01	2,456
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	2,456
Number of participants with account balances	2013-01-01	2,456
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	42
2012: AAA SOUTHERN NEW ENGLAND RETIREMENT PLANS 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1,890
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1,765
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	338
Total of all active and inactive participants	2012-01-01	2,104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	2,104
Number of participants with account balances	2012-01-01	2,104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	13
2011: AAA SOUTHERN NEW ENGLAND RETIREMENT PLANS 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1,729
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1,599
Number of retired or separated participants receiving benefits	2011-01-01	1
Number of other retired or separated participants entitled to future benefits	2011-01-01	290
Total of all active and inactive participants	2011-01-01	1,890
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	1,890
Number of participants with account balances	2011-01-01	1,890
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	28
2009: AAA SOUTHERN NEW ENGLAND RETIREMENT PLANS 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1,633
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	1,674
Number of retired or separated participants receiving benefits	2009-01-01	6
Number of other retired or separated participants entitled to future benefits	2009-01-01	237
Total of all active and inactive participants	2009-01-01	1,917
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	1,917
Number of participants with account balances	2009-01-01	1,917
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	15

Financial Data on AAA SOUTHERN NEW ENGLAND RETIREMENT PLANS

Measure	Date	Value
2023 : AAA SOUTHERN NEW ENGLAND RETIREMENT PLANS 2023 401k financial data
Unrealized appreciation/depreciation of real estate assets	2023-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2023-12-31	$0
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total transfer of assets to this plan	2023-12-31	$0
Total transfer of assets from this plan	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Expenses. Interest paid	2023-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$71,228,337
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$24,460,927
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$24,324,916
Expenses. Certain deemed distributions of participant loans	2023-12-31	$15,714
Value of total corrective distributions	2023-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$26,646,928
Value of total assets at end of year	2023-12-31	$316,960,374
Value of total assets at beginning of year	2023-12-31	$270,192,964
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$120,297
Total income from rents	2023-12-31	$0
Total interest from all sources	2023-12-31	$1,576,679
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$7,657,586
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$7,657,586
Assets. Real estate other than employer real property at end of year	2023-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2023-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2023-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2023-12-31	$0
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$15,354,497
Participant contributions at end of year	2023-12-31	$5,872,244
Participant contributions at beginning of year	2023-12-31	$4,963,753
Participant contributions at end of year	2023-12-31	$0
Participant contributions at beginning of year	2023-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2023-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2023-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$858,138
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2023-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2023-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2023-12-31	$0
Assets. Loans (other than to participants) at end of year	2023-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2023-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2023-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2023-12-31	$0
Other income not declared elsewhere	2023-12-31	$0
Administrative expenses (other) incurred	2023-12-31	$0
Liabilities. Value of operating payables at end of year	2023-12-31	$0
Liabilities. Value of operating payables at beginning of year	2023-12-31	$0
Total non interest bearing cash at end of year	2023-12-31	$0
Total non interest bearing cash at beginning of year	2023-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Income. Non cash contributions	2023-12-31	$0
Value of net income/loss	2023-12-31	$46,767,410
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$316,960,374
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$270,192,964
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Assets. partnership/joint venture interests at end of year	2023-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2023-12-31	$0
Investment advisory and management fees	2023-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$284,710,997
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$239,891,014
Value of interest in pooled separate accounts at end of year	2023-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2023-12-31	$0
Interest on participant loans	2023-12-31	$316,137
Income. Interest from loans (other than to participants)	2023-12-31	$0
Interest earned on other investments	2023-12-31	$0
Income. Interest from US Government securities	2023-12-31	$0
Income. Interest from corporate debt instruments	2023-12-31	$0
Value of interest in master investment trust accounts at end of year	2023-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2023-12-31	$0
Value of interest in common/collective trusts at end of year	2023-12-31	$0
Value of interest in common/collective trusts at beginning of year	2023-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-12-31	$26,377,133
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-12-31	$25,338,197
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-12-31	$25,338,197
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-12-31	$1,260,542
Assets. Value of investments in 103.12 investment entities at end of year	2023-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2023-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2023-12-31	$0
Asset value of US Government securities at end of year	2023-12-31	$0
Asset value of US Government securities at beginning of year	2023-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$35,347,144
Net investment gain/loss from pooled separate accounts	2023-12-31	$0
Net investment gain or loss from common/collective trusts	2023-12-31	$0
Net gain/loss from 103.12 investment entities	2023-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Assets. Invements in employer securities at end of year	2023-12-31	$0
Assets. Invements in employer securities at beginning of year	2023-12-31	$0
Assets. Value of employer real property at end of year	2023-12-31	$0
Assets. Value of employer real property at beginning of year	2023-12-31	$0
Contributions received in cash from employer	2023-12-31	$10,434,293
Employer contributions (assets) at end of year	2023-12-31	$0
Employer contributions (assets) at beginning of year	2023-12-31	$0
Income. Dividends from preferred stock	2023-12-31	$0
Income. Dividends from common stock	2023-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$24,324,916
Asset. Corporate debt instrument preferred debt at end of year	2023-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2023-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2023-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2023-12-31	$0
Contract administrator fees	2023-12-31	$1,800
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2023-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2023-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2023-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2023-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2023-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2023-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2023-12-31	$0
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Aggregate proceeds on sale of assets	2023-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2023-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2023-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2023-12-31	$0
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	ERNST & YOUNG LLP
Accountancy firm EIN	2023-12-31	346565596
2022 : AAA SOUTHERN NEW ENGLAND RETIREMENT PLANS 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets	2022-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$0
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$0
Total transfer of assets from this plan	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Expenses. Interest paid	2022-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-23,560,163
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$23,358,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$23,193,143
Expenses. Certain deemed distributions of participant loans	2022-12-31	$46,193
Value of total corrective distributions	2022-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$24,104,644
Value of total assets at end of year	2022-12-31	$270,192,964
Value of total assets at beginning of year	2022-12-31	$317,111,127
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$118,664
Total income from rents	2022-12-31	$0
Total interest from all sources	2022-12-31	$603,026
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$10,894,973
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$10,894,973
Assets. Real estate other than employer real property at end of year	2022-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2022-12-31	$0
Administrative expenses professional fees incurred	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-12-31	$0
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$13,670,294
Participant contributions at end of year	2022-12-31	$4,963,753
Participant contributions at beginning of year	2022-12-31	$4,451,222
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$1,109,265
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$0
Assets. Loans (other than to participants) at end of year	2022-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$0
Other income not declared elsewhere	2022-12-31	$0
Administrative expenses (other) incurred	2022-12-31	$118,664
Liabilities. Value of operating payables at end of year	2022-12-31	$0
Liabilities. Value of operating payables at beginning of year	2022-12-31	$0
Total non interest bearing cash at end of year	2022-12-31	$0
Total non interest bearing cash at beginning of year	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Income. Non cash contributions	2022-12-31	$0
Value of net income/loss	2022-12-31	$-46,918,163
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$270,192,964
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$317,111,127
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Assets. partnership/joint venture interests at end of year	2022-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2022-12-31	$0
Investment advisory and management fees	2022-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$239,891,014
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$289,000,514
Value of interest in pooled separate accounts at end of year	2022-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$0
Interest on participant loans	2022-12-31	$225,382
Income. Interest from loans (other than to participants)	2022-12-31	$0
Interest earned on other investments	2022-12-31	$0
Income. Interest from US Government securities	2022-12-31	$0
Income. Interest from corporate debt instruments	2022-12-31	$0
Value of interest in master investment trust accounts at end of year	2022-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2022-12-31	$0
Value of interest in common/collective trusts at end of year	2022-12-31	$0
Value of interest in common/collective trusts at beginning of year	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$25,338,197
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$23,659,391
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$23,659,391
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$377,644
Assets. Value of investments in 103.12 investment entities at end of year	2022-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$0
Asset value of US Government securities at end of year	2022-12-31	$0
Asset value of US Government securities at beginning of year	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-59,162,806
Net investment gain/loss from pooled separate accounts	2022-12-31	$0
Net investment gain or loss from common/collective trusts	2022-12-31	$0
Net gain/loss from 103.12 investment entities	2022-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Assets. Invements in employer securities at end of year	2022-12-31	$0
Assets. Invements in employer securities at beginning of year	2022-12-31	$0
Assets. Value of employer real property at end of year	2022-12-31	$0
Assets. Value of employer real property at beginning of year	2022-12-31	$0
Contributions received in cash from employer	2022-12-31	$9,325,085
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$0
Income. Dividends from preferred stock	2022-12-31	$0
Income. Dividends from common stock	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$23,193,143
Asset. Corporate debt instrument preferred debt at end of year	2022-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2022-12-31	$0
Contract administrator fees	2022-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2022-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2022-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2022-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2022-12-31	$0
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Aggregate proceeds on sale of assets	2022-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2022-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2022-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2022-12-31	$0
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	ERNST & YOUNG LLP
Accountancy firm EIN	2022-12-31	346565596
2021 : AAA SOUTHERN NEW ENGLAND RETIREMENT PLANS 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets	2021-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$0
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$10,391,317
Total transfer of assets from this plan	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Expenses. Interest paid	2021-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$63,170,631
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$24,520,938
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$24,437,203
Expenses. Certain deemed distributions of participant loans	2021-12-31	$43,627
Value of total corrective distributions	2021-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$23,110,697
Value of total assets at end of year	2021-12-31	$317,111,127
Value of total assets at beginning of year	2021-12-31	$268,070,117
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$40,108
Total income from rents	2021-12-31	$0
Total interest from all sources	2021-12-31	$233,362
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$14,483,181
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$14,483,181
Assets. Real estate other than employer real property at end of year	2021-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2021-12-31	$0
Administrative expenses professional fees incurred	2021-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2021-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2021-12-31	$0
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$12,175,416
Participant contributions at end of year	2021-12-31	$4,451,222
Participant contributions at beginning of year	2021-12-31	$4,347,013
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$2,617,247
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$0
Assets. Loans (other than to participants) at end of year	2021-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$0
Other income not declared elsewhere	2021-12-31	$0
Administrative expenses (other) incurred	2021-12-31	$40,108
Liabilities. Value of operating payables at end of year	2021-12-31	$0
Liabilities. Value of operating payables at beginning of year	2021-12-31	$0
Total non interest bearing cash at end of year	2021-12-31	$0
Total non interest bearing cash at beginning of year	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Income. Non cash contributions	2021-12-31	$0
Value of net income/loss	2021-12-31	$38,649,693
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$317,111,127
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$268,070,117
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Assets. partnership/joint venture interests at end of year	2021-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2021-12-31	$0
Investment advisory and management fees	2021-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$289,000,514
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$236,725,678
Value of interest in pooled separate accounts at end of year	2021-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$0
Interest on participant loans	2021-12-31	$227,835
Income. Interest from loans (other than to participants)	2021-12-31	$0
Interest earned on other investments	2021-12-31	$0
Income. Interest from US Government securities	2021-12-31	$0
Income. Interest from corporate debt instruments	2021-12-31	$0
Value of interest in master investment trust accounts at end of year	2021-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2021-12-31	$0
Value of interest in common/collective trusts at end of year	2021-12-31	$0
Value of interest in common/collective trusts at beginning of year	2021-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$23,659,391
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$26,997,426
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$26,997,426
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$5,527
Assets. Value of investments in 103.12 investment entities at end of year	2021-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2021-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$0
Asset value of US Government securities at end of year	2021-12-31	$0
Asset value of US Government securities at beginning of year	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$25,343,391
Net investment gain/loss from pooled separate accounts	2021-12-31	$0
Net investment gain or loss from common/collective trusts	2021-12-31	$0
Net gain/loss from 103.12 investment entities	2021-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Assets. Invements in employer securities at end of year	2021-12-31	$0
Assets. Invements in employer securities at beginning of year	2021-12-31	$0
Assets. Value of employer real property at end of year	2021-12-31	$0
Assets. Value of employer real property at beginning of year	2021-12-31	$0
Contributions received in cash from employer	2021-12-31	$8,318,034
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$0
Income. Dividends from preferred stock	2021-12-31	$0
Income. Dividends from common stock	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$24,437,203
Asset. Corporate debt instrument preferred debt at end of year	2021-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2021-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2021-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2021-12-31	$0
Contract administrator fees	2021-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2021-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2021-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2021-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2021-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2021-12-31	$0
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Aggregate proceeds on sale of assets	2021-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2021-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2021-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2021-12-31	$0
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	ERNST & YOUNG LLP
Accountancy firm EIN	2021-12-31	346565596
2020 : AAA SOUTHERN NEW ENGLAND RETIREMENT PLANS 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets	2020-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$0
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$0
Total transfer of assets from this plan	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Expenses. Interest paid	2020-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$53,187,760
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$26,921,590
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$26,851,165
Expenses. Certain deemed distributions of participant loans	2020-12-31	$23,139
Value of total corrective distributions	2020-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$19,632,301
Value of total assets at end of year	2020-12-31	$268,070,117
Value of total assets at beginning of year	2020-12-31	$241,803,947
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$47,286
Total income from rents	2020-12-31	$0
Total interest from all sources	2020-12-31	$398,406
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$8,187,470
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$8,187,470
Assets. Real estate other than employer real property at end of year	2020-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2020-12-31	$0
Administrative expenses professional fees incurred	2020-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2020-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2020-12-31	$0
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$10,490,363
Participant contributions at end of year	2020-12-31	$4,347,013
Participant contributions at beginning of year	2020-12-31	$4,737,338
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$304,556
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$1,803,953
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Assets. Loans (other than to participants) at end of year	2020-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$0
Other income not declared elsewhere	2020-12-31	$0
Administrative expenses (other) incurred	2020-12-31	$47,286
Liabilities. Value of operating payables at end of year	2020-12-31	$0
Liabilities. Value of operating payables at beginning of year	2020-12-31	$0
Total non interest bearing cash at end of year	2020-12-31	$0
Total non interest bearing cash at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Income. Non cash contributions	2020-12-31	$0
Value of net income/loss	2020-12-31	$26,266,170
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$268,070,117
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$241,803,947
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Assets. partnership/joint venture interests at end of year	2020-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2020-12-31	$0
Investment advisory and management fees	2020-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$236,725,678
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$205,013,388
Value of interest in pooled separate accounts at end of year	2020-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$0
Interest on participant loans	2020-12-31	$273,631
Income. Interest from loans (other than to participants)	2020-12-31	$0
Interest earned on other investments	2020-12-31	$0
Income. Interest from US Government securities	2020-12-31	$0
Income. Interest from corporate debt instruments	2020-12-31	$0
Value of interest in master investment trust accounts at end of year	2020-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2020-12-31	$0
Value of interest in common/collective trusts at end of year	2020-12-31	$0
Value of interest in common/collective trusts at beginning of year	2020-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$26,997,426
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$26,585,699
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$26,585,699
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$124,775
Assets. Value of investments in 103.12 investment entities at end of year	2020-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Asset value of US Government securities at end of year	2020-12-31	$0
Asset value of US Government securities at beginning of year	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$24,969,583
Net investment gain/loss from pooled separate accounts	2020-12-31	$0
Net investment gain or loss from common/collective trusts	2020-12-31	$0
Net gain/loss from 103.12 investment entities	2020-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	Yes
Assets. Invements in employer securities at end of year	2020-12-31	$0
Assets. Invements in employer securities at beginning of year	2020-12-31	$0
Assets. Value of employer real property at end of year	2020-12-31	$0
Assets. Value of employer real property at beginning of year	2020-12-31	$0
Contributions received in cash from employer	2020-12-31	$7,337,985
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$5,162,966
Income. Dividends from preferred stock	2020-12-31	$0
Income. Dividends from common stock	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$26,851,165
Asset. Corporate debt instrument preferred debt at end of year	2020-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2020-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2020-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2020-12-31	$0
Contract administrator fees	2020-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2020-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2020-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2020-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2020-12-31	$0
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Aggregate proceeds on sale of assets	2020-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2020-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2020-12-31	$0
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	RSM US LLP
Accountancy firm EIN	2020-12-31	420714325
2019 : AAA SOUTHERN NEW ENGLAND RETIREMENT PLANS 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets	2019-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Expenses. Interest paid	2019-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$63,293,132
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$23,134,675
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$22,707,659
Expenses. Certain deemed distributions of participant loans	2019-12-31	$390,222
Value of total corrective distributions	2019-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$22,521,548
Value of total assets at end of year	2019-12-31	$241,803,947
Value of total assets at beginning of year	2019-12-31	$201,645,490
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$36,794
Total income from rents	2019-12-31	$0
Total interest from all sources	2019-12-31	$1,236,650
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$7,854,655
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$7,854,655
Assets. Real estate other than employer real property at end of year	2019-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2019-12-31	$0
Administrative expenses professional fees incurred	2019-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2019-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2019-12-31	$0
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$10,079,336
Participant contributions at end of year	2019-12-31	$4,737,338
Participant contributions at beginning of year	2019-12-31	$4,387,390
Participant contributions at end of year	2019-12-31	$304,556
Participant contributions at beginning of year	2019-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$2,170,940
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Assets. Loans (other than to participants) at end of year	2019-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Other income not declared elsewhere	2019-12-31	$0
Administrative expenses (other) incurred	2019-12-31	$36,794
Liabilities. Value of operating payables at end of year	2019-12-31	$0
Liabilities. Value of operating payables at beginning of year	2019-12-31	$0
Total non interest bearing cash at end of year	2019-12-31	$0
Total non interest bearing cash at beginning of year	2019-12-31	$46
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Income. Non cash contributions	2019-12-31	$0
Value of net income/loss	2019-12-31	$40,158,457
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$241,803,947
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$201,645,490
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Assets. partnership/joint venture interests at end of year	2019-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2019-12-31	$0
Investment advisory and management fees	2019-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$205,013,388
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$139,613,767
Value of interest in pooled separate accounts at end of year	2019-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$6,468,392
Interest on participant loans	2019-12-31	$231,941
Income. Interest from loans (other than to participants)	2019-12-31	$0
Interest earned on other investments	2019-12-31	$869,037
Income. Interest from US Government securities	2019-12-31	$0
Income. Interest from corporate debt instruments	2019-12-31	$0
Value of interest in master investment trust accounts at end of year	2019-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2019-12-31	$0
Value of interest in common/collective trusts at end of year	2019-12-31	$0
Value of interest in common/collective trusts at beginning of year	2019-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$26,585,699
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$135,672
Assets. Value of investments in 103.12 investment entities at end of year	2019-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2019-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$46,248,256
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$11,319,775
Asset value of US Government securities at end of year	2019-12-31	$0
Asset value of US Government securities at beginning of year	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$30,565,648
Net investment gain/loss from pooled separate accounts	2019-12-31	$1,114,631
Net investment gain or loss from common/collective trusts	2019-12-31	$0
Net gain/loss from 103.12 investment entities	2019-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Assets. Invements in employer securities at end of year	2019-12-31	$0
Assets. Invements in employer securities at beginning of year	2019-12-31	$0
Assets. Value of employer real property at end of year	2019-12-31	$0
Assets. Value of employer real property at beginning of year	2019-12-31	$0
Contributions received in cash from employer	2019-12-31	$10,271,272
Employer contributions (assets) at end of year	2019-12-31	$5,162,966
Employer contributions (assets) at beginning of year	2019-12-31	$4,927,639
Income. Dividends from preferred stock	2019-12-31	$0
Income. Dividends from common stock	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$11,387,884
Asset. Corporate debt instrument preferred debt at end of year	2019-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2019-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2019-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2019-12-31	$0
Contract administrator fees	2019-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	Yes
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2019-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2019-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2019-12-31	$0
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Aggregate proceeds on sale of assets	2019-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2019-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2019-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	RSM US LLP
Accountancy firm EIN	2019-12-31	420714325
2018 : AAA SOUTHERN NEW ENGLAND RETIREMENT PLANS 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$1,898,824
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$12,584,800
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$20,902,649
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$20,903,250
Expenses. Certain deemed distributions of participant loans	2018-12-31	$-601
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$20,439,862
Value of total assets at end of year	2018-12-31	$201,645,490
Value of total assets at beginning of year	2018-12-31	$208,064,515
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$0
Total interest from all sources	2018-12-31	$799,729
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$2,235,988
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$2,235,988
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$9,285,350
Participant contributions at end of year	2018-12-31	$4,387,390
Participant contributions at beginning of year	2018-12-31	$4,348,534
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$1,885,144
Total non interest bearing cash at end of year	2018-12-31	$46
Total non interest bearing cash at beginning of year	2018-12-31	$126
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-8,317,849
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$201,645,490
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$208,064,515
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$139,613,767
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$139,179,988
Value of interest in pooled separate accounts at end of year	2018-12-31	$6,468,392
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$7,520,690
Interest on participant loans	2018-12-31	$210,235
Interest earned on other investments	2018-12-31	$587,802
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$9,733,092
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$9,733,092
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$1,692
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$46,248,256
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$42,531,554
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-9,549,562
Net investment gain/loss from pooled separate accounts	2018-12-31	$-1,341,217
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$9,269,368
Employer contributions (assets) at end of year	2018-12-31	$4,927,639
Employer contributions (assets) at beginning of year	2018-12-31	$4,750,531
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$20,903,250
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	RSM US LLP
Accountancy firm EIN	2018-12-31	420714325
2017 : AAA SOUTHERN NEW ENGLAND RETIREMENT PLANS 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$10,153,954
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$31,825,664
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$13,755,554
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$13,755,554
Expenses. Certain deemed distributions of participant loans	2017-12-31	$-859
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$17,638,106
Value of total assets at end of year	2017-12-31	$198,327,831
Value of total assets at beginning of year	2017-12-31	$170,103,767
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$0
Total interest from all sources	2017-12-31	$1,042,367
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$1,275,090
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$1,275,090
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$8,230,840
Participant contributions at end of year	2017-12-31	$4,348,534
Participant contributions at beginning of year	2017-12-31	$3,518,046
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$30,477,095
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$721,219
Total non interest bearing cash at end of year	2017-12-31	$126
Total non interest bearing cash at beginning of year	2017-12-31	$100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$18,070,110
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$198,327,831
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$170,103,767
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$139,178,459
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$121,586,761
Value of interest in pooled separate accounts at end of year	2017-12-31	$7,520,584
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$9,955,668
Interest on participant loans	2017-12-31	$166,737
Interest earned on other investments	2017-12-31	$875,630
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$9,733,092
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$42,529,597
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$10,671,332
Net investment gain/loss from pooled separate accounts	2017-12-31	$1,198,769
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$8,686,047
Employer contributions (assets) at end of year	2017-12-31	$4,750,531
Employer contributions (assets) at beginning of year	2017-12-31	$4,566,097
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$13,755,554
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	RSM US LLP
Accountancy firm EIN	2017-12-31	420714325
2016 : AAA SOUTHERN NEW ENGLAND RETIREMENT PLANS 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Expenses. Interest paid	2016-12-31	$10,985
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2016-12-31	$10,985
Total income from all sources (including contributions)	2016-12-31	$28,613,435
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$15,715,925
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$15,704,940
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$19,627,317
Value of total assets at end of year	2016-12-31	$170,103,767
Value of total assets at beginning of year	2016-12-31	$157,206,257
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$0
Total interest from all sources	2016-12-31	$853,867
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$1,524,692
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$1,524,692
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$7,893,029
Participant contributions at end of year	2016-12-31	$3,518,046
Participant contributions at beginning of year	2016-12-31	$3,335,010
Participant contributions at beginning of year	2016-12-31	$4,151
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$30,477,095
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$28,146,255
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$3,414,137
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$0
Total non interest bearing cash at end of year	2016-12-31	$100
Total non interest bearing cash at beginning of year	2016-12-31	$83
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$12,897,510
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$170,103,767
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$157,206,257
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$121,586,761
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$98,924,457
Value of interest in pooled separate accounts at end of year	2016-12-31	$9,955,668
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$22,219,133
Interest on participant loans	2016-12-31	$154,604
Interest earned on other investments	2016-12-31	$699,263
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$5,693,591
Net investment gain/loss from pooled separate accounts	2016-12-31	$913,968
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$8,320,151
Employer contributions (assets) at end of year	2016-12-31	$4,566,097
Employer contributions (assets) at beginning of year	2016-12-31	$4,577,168
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$15,704,940
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	RSM US LLP
Accountancy firm EIN	2016-12-31	420714325
2015 : AAA SOUTHERN NEW ENGLAND RETIREMENT PLANS 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$19,783,795
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$12,168,414
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$12,138,802
Expenses. Certain deemed distributions of participant loans	2015-12-31	$26,842
Value of total corrective distributions	2015-12-31	$2,770
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$17,115,064
Value of total assets at end of year	2015-12-31	$157,206,257
Value of total assets at beginning of year	2015-12-31	$149,590,876
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$0
Total interest from all sources	2015-12-31	$687,385
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$1,451,873
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$1,451,873
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$7,329,887
Participant contributions at end of year	2015-12-31	$3,335,010
Participant contributions at beginning of year	2015-12-31	$3,324,411
Participant contributions at end of year	2015-12-31	$4,151
Participant contributions at beginning of year	2015-12-31	$256,514
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$28,146,255
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$26,334,750
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$1,524,481
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$20,080,816
Total non interest bearing cash at end of year	2015-12-31	$83
Total non interest bearing cash at beginning of year	2015-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$7,615,381
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$157,206,257
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$149,590,876
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$98,924,457
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$79,636,206
Value of interest in pooled separate accounts at end of year	2015-12-31	$22,219,133
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$16,096,560
Interest on participant loans	2015-12-31	$135,550
Interest earned on other investments	2015-12-31	$551,835
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-388,768
Net investment gain/loss from pooled separate accounts	2015-12-31	$918,241
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$8,260,696
Employer contributions (assets) at end of year	2015-12-31	$4,577,168
Employer contributions (assets) at beginning of year	2015-12-31	$3,861,619
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$12,138,802
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	RSM US LLP
Accountancy firm EIN	2015-12-31	420714325
2014 : AAA SOUTHERN NEW ENGLAND RETIREMENT PLANS 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$29,067,679
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$18,297,079
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$11,727,712
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$11,721,916
Expenses. Certain deemed distributions of participant loans	2014-12-31	$5,796
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$12,714,918
Value of total assets at end of year	2014-12-31	$149,590,876
Value of total assets at beginning of year	2014-12-31	$113,953,830
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$0
Total interest from all sources	2014-12-31	$418,288
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$974,842
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$974,842
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$5,479,172
Participant contributions at end of year	2014-12-31	$3,324,411
Participant contributions at beginning of year	2014-12-31	$2,480,167
Participant contributions at end of year	2014-12-31	$256,514
Participant contributions at beginning of year	2014-12-31	$193,561
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$26,334,750
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$19,843,804
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$764,404
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$20,080,816
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$6,569,367
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$149,590,876
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$113,953,830
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$79,636,206
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$64,521,478
Value of interest in pooled separate accounts at end of year	2014-12-31	$16,096,560
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$23,003,457
Interest on participant loans	2014-12-31	$108,689
Interest earned on other investments	2014-12-31	$309,599
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$2,551,638
Net investment gain/loss from pooled separate accounts	2014-12-31	$1,637,393
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$6,471,342
Employer contributions (assets) at end of year	2014-12-31	$3,861,619
Employer contributions (assets) at beginning of year	2014-12-31	$3,911,363
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$11,721,916
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	LGC & D LLP
Accountancy firm EIN	2014-12-31	453994797
2013 : AAA SOUTHERN NEW ENGLAND RETIREMENT PLANS 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets to this plan	2013-12-31	$7,450,199
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$28,665,382
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$7,534,658
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$7,524,047
Value of total corrective distributions	2013-12-31	$10,611
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$12,277,375
Value of total assets at end of year	2013-12-31	$113,953,830
Value of total assets at beginning of year	2013-12-31	$85,372,907
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$0
Total interest from all sources	2013-12-31	$451,658
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$1,356,003
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$1,356,003
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$5,011,713
Participant contributions at end of year	2013-12-31	$2,480,167
Participant contributions at beginning of year	2013-12-31	$2,080,673
Participant contributions at end of year	2013-12-31	$193,561
Participant contributions at beginning of year	2013-12-31	$128,569
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$19,843,804
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$16,964,992
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$616,669
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$7,699,699
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$21,130,724
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$113,953,830
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$85,372,907
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$64,521,478
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$48,051,932
Value of interest in pooled separate accounts at end of year	2013-12-31	$23,003,457
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$13,937,663
Interest on participant loans	2013-12-31	$103,586
Interest earned on other investments	2013-12-31	$348,072
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$907,060
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$11,044,563
Net investment gain/loss from pooled separate accounts	2013-12-31	$3,535,783
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$6,648,993
Employer contributions (assets) at end of year	2013-12-31	$3,911,363
Employer contributions (assets) at beginning of year	2013-12-31	$3,302,018
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$7,524,047
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	LGC & D LLP
Accountancy firm EIN	2013-12-31	453994797
2012 : AAA SOUTHERN NEW ENGLAND RETIREMENT PLANS 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets to this plan	2012-12-31	$7,699,699
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$17,894,635
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$8,357,632
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$8,351,564
Expenses. Certain deemed distributions of participant loans	2012-12-31	$6,068
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$10,204,842
Value of total assets at end of year	2012-12-31	$85,372,907
Value of total assets at beginning of year	2012-12-31	$75,835,904
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$0
Total interest from all sources	2012-12-31	$471,489
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$707,097
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$707,097
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$4,144,315
Participant contributions at end of year	2012-12-31	$2,080,673
Participant contributions at beginning of year	2012-12-31	$1,902,544
Participant contributions at end of year	2012-12-31	$128,569
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$16,964,992
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$16,499,365
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$564,074
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$7,699,699
Total non interest bearing cash at beginning of year	2012-12-31	$3,261
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$9,537,003
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$85,372,907
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$75,835,904
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$48,051,932
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$45,620,062
Value of interest in pooled separate accounts at end of year	2012-12-31	$13,937,663
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$7,878,048
Interest on participant loans	2012-12-31	$85,480
Interest earned on other investments	2012-12-31	$386,009
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$907,060
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$964,948
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$5,534,928
Net investment gain/loss from pooled separate accounts	2012-12-31	$976,279
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$5,496,453
Employer contributions (assets) at end of year	2012-12-31	$3,302,018
Employer contributions (assets) at beginning of year	2012-12-31	$2,967,676
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$8,351,564
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	LGC & D LLP
Accountancy firm EIN	2012-12-31	453994797
2011 : AAA SOUTHERN NEW ENGLAND RETIREMENT PLANS 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total transfer of assets to this plan	2011-12-31	$4,709,219
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$8,186,996
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$6,127,786
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$6,115,399
Expenses. Certain deemed distributions of participant loans	2011-12-31	$12,387
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$9,013,558
Value of total assets at end of year	2011-12-31	$75,835,904
Value of total assets at beginning of year	2011-12-31	$69,067,475
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$0
Total interest from all sources	2011-12-31	$484,219
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$682,933
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$682,933
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$3,616,375
Participant contributions at end of year	2011-12-31	$1,902,544
Participant contributions at beginning of year	2011-12-31	$1,430,356
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$16,499,365
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$14,601,730
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$87,104
Total non interest bearing cash at end of year	2011-12-31	$3,261
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$2,059,210
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$75,835,904
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$69,067,475
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$45,620,062
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$40,816,322
Value of interest in pooled separate accounts at end of year	2011-12-31	$7,878,048
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$9,527,507
Interest on participant loans	2011-12-31	$74,531
Interest earned on other investments	2011-12-31	$409,688
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$964,948
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-1,870,000
Net investment gain/loss from pooled separate accounts	2011-12-31	$-123,714
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$5,310,079
Employer contributions (assets) at end of year	2011-12-31	$2,967,676
Employer contributions (assets) at beginning of year	2011-12-31	$2,691,560
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$6,115,399
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	Yes
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	LGC & D, LLP
Accountancy firm EIN	2011-12-31	453994797
2010 : AAA SOUTHERN NEW ENGLAND RETIREMENT PLANS 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$14,174,176
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$7,209,670
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$7,208,889
Expenses. Certain deemed distributions of participant loans	2010-12-31	$781
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$7,919,962
Value of total assets at end of year	2010-12-31	$69,067,475
Value of total assets at beginning of year	2010-12-31	$62,102,969
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$0
Total interest from all sources	2010-12-31	$556,819
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$604,650
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$604,650
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$3,329,623
Participant contributions at end of year	2010-12-31	$1,430,356
Participant contributions at beginning of year	2010-12-31	$1,154,997
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$14,601,730
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$16,589,234
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$176,924
Other income not declared elsewhere	2010-12-31	$0
Administrative expenses (other) incurred	2010-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$6,964,506
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$69,067,475
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$62,102,969
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$40,816,322
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$32,486,836
Value of interest in pooled separate accounts at end of year	2010-12-31	$9,527,507
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$9,186,173
Interest on participant loans	2010-12-31	$62,967
Interest earned on other investments	2010-12-31	$493,852
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$4,393,161
Net investment gain/loss from pooled separate accounts	2010-12-31	$699,584
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$4,413,415
Employer contributions (assets) at end of year	2010-12-31	$2,691,560
Employer contributions (assets) at beginning of year	2010-12-31	$2,685,729
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$7,208,889
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	LEFKOWITZ, GARFINKEL, CHAMPI & DERI
Accountancy firm EIN	2010-12-31	050456296
2009 : AAA SOUTHERN NEW ENGLAND RETIREMENT PLANS 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for AAA SOUTHERN NEW ENGLAND RETIREMENT PLANS

2023: AAA SOUTHERN NEW ENGLAND RETIREMENT PLANS 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	Yes
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: AAA SOUTHERN NEW ENGLAND RETIREMENT PLANS 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: AAA SOUTHERN NEW ENGLAND RETIREMENT PLANS 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: AAA SOUTHERN NEW ENGLAND RETIREMENT PLANS 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: AAA SOUTHERN NEW ENGLAND RETIREMENT PLANS 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: AAA SOUTHERN NEW ENGLAND RETIREMENT PLANS 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: AAA SOUTHERN NEW ENGLAND RETIREMENT PLANS 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: AAA SOUTHERN NEW ENGLAND RETIREMENT PLANS 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: AAA SOUTHERN NEW ENGLAND RETIREMENT PLANS 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: AAA SOUTHERN NEW ENGLAND RETIREMENT PLANS 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: AAA SOUTHERN NEW ENGLAND RETIREMENT PLANS 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: AAA SOUTHERN NEW ENGLAND RETIREMENT PLANS 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: AAA SOUTHERN NEW ENGLAND RETIREMENT PLANS 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: AAA SOUTHERN NEW ENGLAND RETIREMENT PLANS 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

041181

Policy instance

Insurance contract or identification number	041181
Number of Individuals Covered	0
Insurance policy start date	2019-01-01
Insurance policy end date	2019-09-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	0

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

041181

Policy instance

Insurance contract or identification number	041181
Number of Individuals Covered	3865
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

041181

Policy instance

Insurance contract or identification number	041181
Number of Individuals Covered	3733
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

041181

Policy instance

Insurance contract or identification number	041181
Number of Individuals Covered	3370
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

041181

Policy instance

Insurance contract or identification number	041181
Number of Individuals Covered	3166
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

041181

Policy instance

Insurance contract or identification number	041181
Number of Individuals Covered	1352
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

456204-01

Policy instance

Insurance contract or identification number	456204-01
Number of Individuals Covered	0
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $2,241
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,241
Additional information about fees paid to insurance broker	FINANCIAL PROFESSIONAL
Insurance broker organization code?	3
Insurance broker name	JOSEPH GRAY

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

456204-01

Policy instance

Insurance contract or identification number	456204-01
Number of Individuals Covered	32
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $2,286
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,286
Additional information about fees paid to insurance broker	FINANCIAL PROFESSIONAL
Insurance broker organization code?	3
Insurance broker name	JOSEPH GRAY

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

041181

Policy instance

Insurance contract or identification number	041181
Number of Individuals Covered	1735
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

456204-01

Policy instance

Insurance contract or identification number	456204-01
Number of Individuals Covered	33
Insurance policy start date	2011-09-30
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $2,310
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

041181

Policy instance

Insurance contract or identification number	041181
Number of Individuals Covered	1567
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

041181

Policy instance

Insurance contract or identification number	041181
Number of Individuals Covered	1040
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	AAA NORTHEAST
Employer identification number (EIN):	050102480
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	2396117