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THE AUTO CLUB GROUP 401(K) PLAN 401k Plan overview

Plan NameTHE AUTO CLUB GROUP 401(K) PLAN
Plan identification number 335

THE AUTO CLUB GROUP 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

AUTO CLUB INSURANCE ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name:AUTO CLUB INSURANCE ASSOCIATION
Employer identification number (EIN):380477270
NAIC Classification:524150

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE AUTO CLUB GROUP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3352023-01-01CARMEN MABE2024-10-09
3352022-01-01CARMEN MABE2023-10-06
3352021-01-01CARMEN MABE2022-10-13
3352020-01-01CARMEN MABE2021-10-06
3352019-01-01JOHN BRUNO2020-10-02
3352018-01-01JOHN BRUNO2019-10-04
3352017-01-01
3352017-01-01
3352016-01-01
3352015-01-01
3352014-01-01
3352013-01-01
3352012-01-01ANN F. FEDERICI
3352011-01-01ANN F. FEDERICI
3352010-01-01ANN F. FEDERICI
3352009-01-01ANN F. FEDERICI

Plan Statistics for THE AUTO CLUB GROUP 401(K) PLAN

401k plan membership statisitcs for THE AUTO CLUB GROUP 401(K) PLAN

Measure Date Value
2023: THE AUTO CLUB GROUP 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0113,083
Total number of active participants reported on line 7a of the Form 55002023-01-019,305
Number of retired or separated participants receiving benefits2023-01-01205
Number of other retired or separated participants entitled to future benefits2023-01-013,027
Total of all active and inactive participants2023-01-0112,537
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0188
Total participants2023-01-0112,625
Number of participants with account balances2023-01-0112,495
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-011,587
2022: THE AUTO CLUB GROUP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0112,173
Total number of active participants reported on line 7a of the Form 55002022-01-019,943
Number of retired or separated participants receiving benefits2022-01-01214
Number of other retired or separated participants entitled to future benefits2022-01-012,866
Total of all active and inactive participants2022-01-0113,023
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0160
Total participants2022-01-0113,083
Number of participants with account balances2022-01-0112,974
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011,424
2021: THE AUTO CLUB GROUP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-019,886
Total number of active participants reported on line 7a of the Form 55002021-01-018,909
Number of retired or separated participants receiving benefits2021-01-01179
Number of other retired or separated participants entitled to future benefits2021-01-013,031
Total of all active and inactive participants2021-01-0112,119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0154
Total participants2021-01-0112,173
Number of participants with account balances2021-01-0112,059
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011,382
2020: THE AUTO CLUB GROUP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-019,813
Total number of active participants reported on line 7a of the Form 55002020-01-017,787
Number of retired or separated participants receiving benefits2020-01-01132
Number of other retired or separated participants entitled to future benefits2020-01-011,918
Total of all active and inactive participants2020-01-019,837
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0149
Total participants2020-01-019,886
Number of participants with account balances2020-01-019,756
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01934
2019: THE AUTO CLUB GROUP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-019,427
Total number of active participants reported on line 7a of the Form 55002019-01-017,923
Number of retired or separated participants receiving benefits2019-01-01129
Number of other retired or separated participants entitled to future benefits2019-01-011,711
Total of all active and inactive participants2019-01-019,763
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0150
Total participants2019-01-019,813
Number of participants with account balances2019-01-019,735
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01811
2018: THE AUTO CLUB GROUP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-019,327
Total number of active participants reported on line 7a of the Form 55002018-01-017,724
Number of retired or separated participants receiving benefits2018-01-0198
Number of other retired or separated participants entitled to future benefits2018-01-011,558
Total of all active and inactive participants2018-01-019,380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0147
Total participants2018-01-019,427
Number of participants with account balances2018-01-019,341
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01749
2017: THE AUTO CLUB GROUP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-019,324
Total number of active participants reported on line 7a of the Form 55002017-01-017,752
Number of retired or separated participants receiving benefits2017-01-0138
Number of other retired or separated participants entitled to future benefits2017-01-011,491
Total of all active and inactive participants2017-01-019,281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0146
Total participants2017-01-019,327
Number of participants with account balances2017-01-019,254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01923
2016: THE AUTO CLUB GROUP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-018,937
Total number of active participants reported on line 7a of the Form 55002016-01-017,898
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-011,388
Total of all active and inactive participants2016-01-019,288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0136
Total participants2016-01-019,324
Number of participants with account balances2016-01-019,266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011,027
2015: THE AUTO CLUB GROUP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-018,600
Total number of active participants reported on line 7a of the Form 55002015-01-017,623
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-011,285
Total of all active and inactive participants2015-01-018,910
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0127
Total participants2015-01-018,937
Number of participants with account balances2015-01-018,890
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01634
2014: THE AUTO CLUB GROUP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-018,924
Total number of active participants reported on line 7a of the Form 55002014-01-017,284
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-011,296
Total of all active and inactive participants2014-01-018,583
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0117
Total participants2014-01-018,600
Number of participants with account balances2014-01-018,506
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01619
2013: THE AUTO CLUB GROUP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-017,943
Total number of active participants reported on line 7a of the Form 55002013-01-017,414
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-011,493
Total of all active and inactive participants2013-01-018,910
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0114
Total participants2013-01-018,924
Number of participants with account balances2013-01-018,881
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01671
2012: THE AUTO CLUB GROUP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015,567
Total number of active participants reported on line 7a of the Form 55002012-01-016,862
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-011,072
Total of all active and inactive participants2012-01-017,936
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-017
Total participants2012-01-017,943
Number of participants with account balances2012-01-017,921
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01284
2011: THE AUTO CLUB GROUP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015,451
Total number of active participants reported on line 7a of the Form 55002011-01-014,628
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-01931
Total of all active and inactive participants2011-01-015,561
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-016
Total participants2011-01-015,567
Number of participants with account balances2011-01-015,454
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01254
2010: THE AUTO CLUB GROUP 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-015,908
Total number of active participants reported on line 7a of the Form 55002010-01-014,535
Number of retired or separated participants receiving benefits2010-01-012
Number of other retired or separated participants entitled to future benefits2010-01-01911
Total of all active and inactive participants2010-01-015,448
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-013
Total participants2010-01-015,451
Number of participants with account balances2010-01-015,420
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-01209
2009: THE AUTO CLUB GROUP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-016,476
Total number of active participants reported on line 7a of the Form 55002009-01-014,623
Number of retired or separated participants receiving benefits2009-01-013
Number of other retired or separated participants entitled to future benefits2009-01-011,276
Total of all active and inactive participants2009-01-015,902
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-016
Total participants2009-01-015,908
Number of participants with account balances2009-01-015,688

Financial Data on THE AUTO CLUB GROUP 401(K) PLAN

Measure Date Value
2023 : THE AUTO CLUB GROUP 401(K) PLAN 2023 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$1,432
Total income from all sources (including contributions)2023-12-31$253,802,252
Total of all expenses incurred2023-12-31$109,650,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$108,325,423
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$97,427,464
Value of total assets at end of year2023-12-31$1,119,572,833
Value of total assets at beginning of year2023-12-31$975,422,278
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$1,324,842
Total interest from all sources2023-12-31$18,329,778
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$10,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$56,137,919
Participant contributions at end of year2023-12-31$19,636,433
Participant contributions at beginning of year2023-12-31$17,429,377
Participant contributions at end of year2023-12-31$73,448
Participant contributions at beginning of year2023-12-31$17,179
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$1,432
Other income not declared elsewhere2023-12-31$245,523
Administrative expenses (other) incurred2023-12-31$1,324,842
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$144,151,987
Value of net assets at end of year (total assets less liabilities)2023-12-31$1,119,572,833
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$975,420,846
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$461,951,207
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$388,778,514
Interest on participant loans2023-12-31$1,292,119
Interest earned on other investments2023-12-31$17,037,659
Value of interest in common/collective trusts at end of year2023-12-31$622,314,954
Value of interest in common/collective trusts at beginning of year2023-12-31$554,331,078
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$137,799,487
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$41,289,545
Employer contributions (assets) at end of year2023-12-31$15,596,791
Employer contributions (assets) at beginning of year2023-12-31$14,866,130
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$108,325,423
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31GJC CPA'S & ADVISORS
Accountancy firm EIN2023-12-31382029668
2022 : THE AUTO CLUB GROUP 401(K) PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,432
Total income from all sources (including contributions)2022-12-31$-74,954,001
Total of all expenses incurred2022-12-31$86,153,398
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$84,902,062
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$91,093,583
Value of total assets at end of year2022-12-31$975,422,278
Value of total assets at beginning of year2022-12-31$1,136,528,245
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,251,336
Total interest from all sources2022-12-31$17,069,790
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$52,010,713
Participant contributions at end of year2022-12-31$17,429,377
Participant contributions at beginning of year2022-12-31$17,522,936
Participant contributions at end of year2022-12-31$17,179
Participant contributions at beginning of year2022-12-31$114,135
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$1,432
Other income not declared elsewhere2022-12-31$188,353
Administrative expenses (other) incurred2022-12-31$1,251,336
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-161,107,399
Value of net assets at end of year (total assets less liabilities)2022-12-31$975,420,846
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,136,528,245
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$388,778,514
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,011,102,929
Interest on participant loans2022-12-31$977,255
Interest earned on other investments2022-12-31$16,092,535
Value of interest in common/collective trusts at end of year2022-12-31$554,331,078
Value of interest in common/collective trusts at beginning of year2022-12-31$94,496,173
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-183,305,727
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$39,082,870
Employer contributions (assets) at end of year2022-12-31$14,866,130
Employer contributions (assets) at beginning of year2022-12-31$13,292,072
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$84,902,062
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31GJC CPA'S & ADVISORS
Accountancy firm EIN2022-12-31382029668
2021 : THE AUTO CLUB GROUP 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$227,770,115
Total of all expenses incurred2021-12-31$157,515,372
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$156,864,786
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$86,579,051
Value of total assets at end of year2021-12-31$1,136,528,245
Value of total assets at beginning of year2021-12-31$1,066,273,502
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$650,586
Total interest from all sources2021-12-31$93,641,536
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2021-12-310
Minimum employer required contribution for this plan year2021-12-31$0
Amount contributed by the employer to the plan for this plan year2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$51,542,917
Participant contributions at end of year2021-12-31$17,522,936
Participant contributions at beginning of year2021-12-31$15,685,570
Participant contributions at end of year2021-12-31$114,135
Participant contributions at beginning of year2021-12-31$222,418
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$80,971,136
Other income not declared elsewhere2021-12-31$250,874
Administrative expenses (other) incurred2021-12-31$650,586
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$70,254,743
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,136,528,245
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,066,273,502
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,011,102,929
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$842,434,509
Interest on participant loans2021-12-31$985,459
Interest earned on other investments2021-12-31$92,656,077
Value of interest in common/collective trusts at end of year2021-12-31$94,496,173
Value of interest in common/collective trusts at beginning of year2021-12-31$114,681,381
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$47,298,654
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$35,036,134
Employer contributions (assets) at end of year2021-12-31$13,292,072
Employer contributions (assets) at beginning of year2021-12-31$12,278,488
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$156,864,786
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31GEORGE JOHNSON & COMPANY
Accountancy firm EIN2021-12-31382029668
2020 : THE AUTO CLUB GROUP 401(K) PLAN 2020 401k financial data
Total transfer of assets to this plan2020-12-31$87,425,280
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$306
Total income from all sources (including contributions)2020-12-31$188,102,087
Total of all expenses incurred2020-12-31$90,771,766
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$90,387,915
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$75,709,585
Value of total assets at end of year2020-12-31$1,066,273,502
Value of total assets at beginning of year2020-12-31$881,518,207
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$383,851
Total interest from all sources2020-12-31$30,539,312
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2020-12-310
Minimum employer required contribution for this plan year2020-12-31$0
Amount contributed by the employer to the plan for this plan year2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$43,584,992
Participant contributions at end of year2020-12-31$15,685,570
Participant contributions at beginning of year2020-12-31$16,888,156
Participant contributions at end of year2020-12-31$222,418
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$80,971,136
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$306
Other income not declared elsewhere2020-12-31$58,109
Administrative expenses (other) incurred2020-12-31$383,851
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$97,330,321
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,066,273,502
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$881,517,901
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$842,434,509
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$768,267,835
Interest on participant loans2020-12-31$1,056,072
Interest earned on other investments2020-12-31$29,483,240
Value of interest in common/collective trusts at end of year2020-12-31$114,681,381
Value of interest in common/collective trusts at beginning of year2020-12-31$86,851,216
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$81,795,081
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$32,124,593
Employer contributions (assets) at end of year2020-12-31$12,278,488
Employer contributions (assets) at beginning of year2020-12-31$9,511,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$90,387,915
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31GEORGE JOHNSON & COMPANY
Accountancy firm EIN2020-12-31382029668
2019 : THE AUTO CLUB GROUP 401(K) PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$306
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$224,337
Total income from all sources (including contributions)2019-12-31$212,275,445
Total of all expenses incurred2019-12-31$68,897,502
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$68,548,979
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$64,477,066
Value of total assets at end of year2019-12-31$881,518,207
Value of total assets at beginning of year2019-12-31$738,364,295
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$348,523
Total interest from all sources2019-12-31$23,936,536
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2019-12-310
Minimum employer required contribution for this plan year2019-12-31$0
Amount contributed by the employer to the plan for this plan year2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$41,593,057
Participant contributions at end of year2019-12-31$16,888,156
Participant contributions at beginning of year2019-12-31$17,153,558
Participant contributions at beginning of year2019-12-31$360,879
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$306
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$224,337
Other income not declared elsewhere2019-12-31$62,335
Administrative expenses (other) incurred2019-12-31$348,523
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$143,377,943
Value of net assets at end of year (total assets less liabilities)2019-12-31$881,517,901
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$738,139,958
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$768,267,835
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$618,488,975
Interest on participant loans2019-12-31$1,084,297
Interest earned on other investments2019-12-31$22,852,239
Value of interest in common/collective trusts at end of year2019-12-31$86,851,216
Value of interest in common/collective trusts at beginning of year2019-12-31$93,141,658
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$123,799,508
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$22,884,009
Employer contributions (assets) at end of year2019-12-31$9,511,000
Employer contributions (assets) at beginning of year2019-12-31$9,219,225
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$68,548,979
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31GEORGE JOHNSON & COMPANY
Accountancy firm EIN2019-12-31382029668
2018 : THE AUTO CLUB GROUP 401(K) PLAN 2018 401k financial data
Total transfer of assets to this plan2018-12-31$7,233,557
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$224,337
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$193,218
Total income from all sources (including contributions)2018-12-31$24,524,136
Total of all expenses incurred2018-12-31$64,452,148
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$64,284,269
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$60,391,648
Value of total assets at end of year2018-12-31$738,364,295
Value of total assets at beginning of year2018-12-31$771,027,631
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$167,879
Total interest from all sources2018-12-31$26,056,864
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2018-12-310
Minimum employer required contribution for this plan year2018-12-31$0
Amount contributed by the employer to the plan for this plan year2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$38,732,914
Participant contributions at end of year2018-12-31$17,153,558
Participant contributions at beginning of year2018-12-31$15,936,861
Participant contributions at end of year2018-12-31$360,879
Participant contributions at beginning of year2018-12-31$276,433
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$224,337
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$193,218
Other income not declared elsewhere2018-12-31$47,741
Administrative expenses (other) incurred2018-12-31$167,879
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-39,928,012
Value of net assets at end of year (total assets less liabilities)2018-12-31$738,139,958
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$770,834,413
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$618,488,975
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$659,158,694
Interest on participant loans2018-12-31$962,395
Interest earned on other investments2018-12-31$25,094,469
Value of interest in common/collective trusts at end of year2018-12-31$93,141,658
Value of interest in common/collective trusts at beginning of year2018-12-31$87,226,968
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-61,972,117
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$21,658,734
Employer contributions (assets) at end of year2018-12-31$9,219,225
Employer contributions (assets) at beginning of year2018-12-31$8,428,675
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$64,284,269
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31GEORGE JOHNSON & COMPANY
Accountancy firm EIN2018-12-31382029668
2017 : THE AUTO CLUB GROUP 401(K) PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$193,218
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$215,080
Total income from all sources (including contributions)2017-12-31$156,644,180
Total of all expenses incurred2017-12-31$49,749,319
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$49,624,702
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$57,970,855
Value of total assets at end of year2017-12-31$771,027,631
Value of total assets at beginning of year2017-12-31$664,154,632
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$124,617
Total interest from all sources2017-12-31$22,520,765
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2017-12-310
Minimum employer required contribution for this plan year2017-12-31$0
Amount contributed by the employer to the plan for this plan year2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$37,904,191
Participant contributions at end of year2017-12-31$15,936,861
Participant contributions at beginning of year2017-12-31$15,425,648
Participant contributions at end of year2017-12-31$276,433
Participant contributions at beginning of year2017-12-31$188,196
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$193,218
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$215,080
Other income not declared elsewhere2017-12-31$72,762
Administrative expenses (other) incurred2017-12-31$124,617
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$106,894,861
Value of net assets at end of year (total assets less liabilities)2017-12-31$770,834,413
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$663,939,552
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$659,158,694
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$550,063,523
Interest on participant loans2017-12-31$835,784
Interest earned on other investments2017-12-31$21,684,981
Value of interest in common/collective trusts at end of year2017-12-31$87,226,968
Value of interest in common/collective trusts at beginning of year2017-12-31$91,563,301
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$76,079,798
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$20,066,664
Employer contributions (assets) at end of year2017-12-31$8,428,675
Employer contributions (assets) at beginning of year2017-12-31$6,913,964
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$49,624,702
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31GEORGE JOHNSON & COMPANY
Accountancy firm EIN2017-12-31382029668
2016 : THE AUTO CLUB GROUP 401(K) PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$215,080
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$240,538
Total income from all sources (including contributions)2016-12-31$97,612,221
Total of all expenses incurred2016-12-31$43,661,754
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$43,550,017
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$49,824,060
Value of total assets at end of year2016-12-31$664,154,632
Value of total assets at beginning of year2016-12-31$610,229,623
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$111,737
Total interest from all sources2016-12-31$17,131,932
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2016-12-310
Minimum employer required contribution for this plan year2016-12-31$0
Amount contributed by the employer to the plan for this plan year2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$31,916,000
Participant contributions at end of year2016-12-31$15,425,648
Participant contributions at beginning of year2016-12-31$15,462,936
Participant contributions at end of year2016-12-31$188,196
Participant contributions at beginning of year2016-12-31$13,611
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$215,080
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$240,461
Other income not declared elsewhere2016-12-31$69,328
Administrative expenses (other) incurred2016-12-31$111,737
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$53,950,467
Value of net assets at end of year (total assets less liabilities)2016-12-31$663,939,552
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$609,989,085
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$550,063,523
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$497,549,609
Interest on participant loans2016-12-31$793,361
Interest earned on other investments2016-12-31$16,338,571
Value of interest in common/collective trusts at end of year2016-12-31$91,563,301
Value of interest in common/collective trusts at beginning of year2016-12-31$90,507,817
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$30,586,901
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$17,908,060
Employer contributions (assets) at end of year2016-12-31$6,913,964
Employer contributions (assets) at beginning of year2016-12-31$6,695,650
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$43,550,017
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$77
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31GEORGE JOHNSON & COMPANY
Accountancy firm EIN2016-12-31382029668
2015 : THE AUTO CLUB GROUP 401(K) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-2,894,184
Total unrealized appreciation/depreciation of assets2015-12-31$-2,894,184
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$240,538
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$104,979
Total income from all sources (including contributions)2015-12-31$44,027,910
Total of all expenses incurred2015-12-31$48,245,166
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$48,135,342
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$46,830,176
Value of total assets at end of year2015-12-31$610,229,623
Value of total assets at beginning of year2015-12-31$614,311,320
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$109,824
Total interest from all sources2015-12-31$21,597,989
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2015-12-310
Minimum employer required contribution for this plan year2015-12-31$0
Amount contributed by the employer to the plan for this plan year2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$30,181,122
Participant contributions at end of year2015-12-31$15,462,936
Participant contributions at beginning of year2015-12-31$15,172,210
Participant contributions at end of year2015-12-31$13,611
Participant contributions at beginning of year2015-12-31$150,103
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$240,461
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$104,979
Other income not declared elsewhere2015-12-31$169,848
Administrative expenses (other) incurred2015-12-31$109,824
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-4,217,256
Value of net assets at end of year (total assets less liabilities)2015-12-31$609,989,085
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$614,206,341
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$497,549,609
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$371,477,742
Interest on participant loans2015-12-31$773,656
Interest earned on other investments2015-12-31$20,824,333
Value of interest in common/collective trusts at end of year2015-12-31$90,507,817
Value of interest in common/collective trusts at beginning of year2015-12-31$221,512,450
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-21,675,919
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$16,649,054
Employer contributions (assets) at end of year2015-12-31$6,695,650
Employer contributions (assets) at beginning of year2015-12-31$5,998,815
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$48,135,342
Liabilities. Value of benefit claims payable at end of year2015-12-31$77
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31GEORGE JOHNSON & COMPANY
Accountancy firm EIN2015-12-31382029668
2014 : THE AUTO CLUB GROUP 401(K) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$1,154,398
Total unrealized appreciation/depreciation of assets2014-12-31$1,154,398
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$104,979
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$658,789
Total income from all sources (including contributions)2014-12-31$84,631,036
Total of all expenses incurred2014-12-31$88,637,161
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$88,538,384
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$41,482,179
Value of total assets at end of year2014-12-31$614,311,320
Value of total assets at beginning of year2014-12-31$618,871,255
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$98,777
Total interest from all sources2014-12-31$22,485,369
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2014-12-310
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$26,408,944
Participant contributions at end of year2014-12-31$15,172,210
Participant contributions at beginning of year2014-12-31$14,884,456
Participant contributions at end of year2014-12-31$150,103
Participant contributions at beginning of year2014-12-31$203,534
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$47,076,407
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$52
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$104,979
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$652,281
Other income not declared elsewhere2014-12-31$26,596
Administrative expenses (other) incurred2014-12-31$98,777
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-4,006,125
Value of net assets at end of year (total assets less liabilities)2014-12-31$614,206,341
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$618,212,466
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$371,477,742
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$485,469,809
Interest on participant loans2014-12-31$730,427
Interest earned on other investments2014-12-31$21,754,942
Value of interest in common/collective trusts at end of year2014-12-31$221,512,450
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$64,762,746
Asset value of US Government securities at end of year2014-12-31$0
Asset value of US Government securities at beginning of year2014-12-31$773,128
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$19,482,494
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$15,073,235
Employer contributions (assets) at end of year2014-12-31$5,998,815
Employer contributions (assets) at beginning of year2014-12-31$5,701,123
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$88,538,384
Liabilities. Value of benefit claims payable at end of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$6,508
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31GEORGE JOHNSON & COMPANY
Accountancy firm EIN2014-12-31382029668
2013 : THE AUTO CLUB GROUP 401(K) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-1,771,377
Total unrealized appreciation/depreciation of assets2013-12-31$-1,771,377
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$658,789
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$471,546
Total income from all sources (including contributions)2013-12-31$135,423,529
Total of all expenses incurred2013-12-31$54,657,993
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$54,470,026
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$42,136,806
Value of total assets at end of year2013-12-31$618,871,255
Value of total assets at beginning of year2013-12-31$537,918,476
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$187,967
Total interest from all sources2013-12-31$20,051,509
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$27,738,281
Participant contributions at end of year2013-12-31$14,884,456
Participant contributions at beginning of year2013-12-31$12,758,454
Participant contributions at end of year2013-12-31$203,534
Participant contributions at beginning of year2013-12-31$184,465
Assets. Other investments not covered elsewhere at end of year2013-12-31$47,076,407
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$35,528,684
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$52
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$61,581,317
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$652,281
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$388,684
Other income not declared elsewhere2013-12-31$30,540
Administrative expenses (other) incurred2013-12-31$187,967
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$80,765,536
Value of net assets at end of year (total assets less liabilities)2013-12-31$618,212,466
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$537,446,930
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$485,469,809
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$342,640,777
Interest on participant loans2013-12-31$730,741
Interest earned on other investments2013-12-31$19,320,768
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$64,762,746
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$76,890,299
Asset value of US Government securities at end of year2013-12-31$773,128
Asset value of US Government securities at beginning of year2013-12-31$3,762,144
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$74,976,051
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$14,398,525
Employer contributions (assets) at end of year2013-12-31$5,701,123
Employer contributions (assets) at beginning of year2013-12-31$4,572,336
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$54,470,026
Liabilities. Value of benefit claims payable at end of year2013-12-31$6,508
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$82,862
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31GEORGE JOHNSON & COMPANY
Accountancy firm EIN2013-12-31382029668
2012 : THE AUTO CLUB GROUP 401(K) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-942,247
Total unrealized appreciation/depreciation of assets2012-12-31$-942,247
Total transfer of assets to this plan2012-12-31$93,011,003
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$471,546
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$329,293
Total income from all sources (including contributions)2012-12-31$65,997,117
Total of all expenses incurred2012-12-31$34,017,475
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$33,918,738
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$26,182,009
Value of total assets at end of year2012-12-31$537,918,476
Value of total assets at beginning of year2012-12-31$412,785,578
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$98,737
Total interest from all sources2012-12-31$9,644,272
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$18,856,646
Participant contributions at end of year2012-12-31$12,758,454
Participant contributions at beginning of year2012-12-31$13,033,072
Participant contributions at end of year2012-12-31$184,465
Participant contributions at beginning of year2012-12-31$180,760
Assets. Other investments not covered elsewhere at end of year2012-12-31$35,528,684
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$64,628,315
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$61,581,317
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$28,632
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$388,684
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$242,801
Other income not declared elsewhere2012-12-31$77,063
Administrative expenses (other) incurred2012-12-31$98,737
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$31,979,642
Value of net assets at end of year (total assets less liabilities)2012-12-31$537,446,930
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$412,456,285
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$342,640,777
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$272,263,733
Interest on participant loans2012-12-31$669,948
Interest earned on other investments2012-12-31$8,974,324
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$76,890,299
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$55,271,336
Asset value of US Government securities at end of year2012-12-31$3,762,144
Asset value of US Government securities at beginning of year2012-12-31$3,377,926
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$31,036,020
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$7,325,363
Employer contributions (assets) at end of year2012-12-31$4,572,336
Employer contributions (assets) at beginning of year2012-12-31$4,001,804
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$33,918,738
Liabilities. Value of benefit claims payable at end of year2012-12-31$82,862
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$86,492
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31GEORGE JOHNSON & COMPANY
Accountancy firm EIN2012-12-31382029668
2011 : THE AUTO CLUB GROUP 401(K) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-763,107
Total unrealized appreciation/depreciation of assets2011-12-31$-763,107
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$329,293
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$297,851
Total income from all sources (including contributions)2011-12-31$23,100,879
Total of all expenses incurred2011-12-31$31,828,077
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$31,714,501
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$23,903,788
Value of total assets at end of year2011-12-31$412,785,578
Value of total assets at beginning of year2011-12-31$421,481,334
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$113,576
Total interest from all sources2011-12-31$6,577,479
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$18,131,218
Participant contributions at end of year2011-12-31$13,033,072
Participant contributions at beginning of year2011-12-31$13,273,141
Participant contributions at end of year2011-12-31$180,760
Participant contributions at beginning of year2011-12-31$174,584
Assets. Other investments not covered elsewhere at end of year2011-12-31$64,628,315
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$86,505,398
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$28,632
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$210
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$242,801
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$297,851
Other income not declared elsewhere2011-12-31$40,638
Administrative expenses (other) incurred2011-12-31$113,576
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-8,727,198
Value of net assets at end of year (total assets less liabilities)2011-12-31$412,456,285
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$421,183,483
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$272,263,733
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$281,250,879
Interest on participant loans2011-12-31$737,183
Interest earned on other investments2011-12-31$5,840,296
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$55,271,336
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$38,510,719
Asset value of US Government securities at end of year2011-12-31$3,377,926
Asset value of US Government securities at beginning of year2011-12-31$1,516,902
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-6,657,919
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$5,772,570
Employer contributions (assets) at end of year2011-12-31$4,001,804
Employer contributions (assets) at beginning of year2011-12-31$249,501
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$31,714,501
Liabilities. Value of benefit claims payable at end of year2011-12-31$86,492
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31GEORGE JOHNSON & COMPANY
Accountancy firm EIN2011-12-31382029668
2010 : THE AUTO CLUB GROUP 401(K) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$854,597
Total unrealized appreciation/depreciation of assets2010-12-31$854,597
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$297,851
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$590,766
Total income from all sources (including contributions)2010-12-31$56,574,860
Total of all expenses incurred2010-12-31$30,285,908
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$29,994,344
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$19,209,589
Value of total assets at end of year2010-12-31$421,481,334
Value of total assets at beginning of year2010-12-31$395,485,297
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$291,564
Total interest from all sources2010-12-31$6,874,922
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$17,702,720
Participant contributions at end of year2010-12-31$13,273,141
Participant contributions at beginning of year2010-12-31$12,777,048
Participant contributions at end of year2010-12-31$174,584
Assets. Other investments not covered elsewhere at end of year2010-12-31$86,505,398
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$101,481,807
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$210
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$830
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$297,851
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$78,886
Other income not declared elsewhere2010-12-31$39,573
Administrative expenses (other) incurred2010-12-31$291,564
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$26,288,952
Value of net assets at end of year (total assets less liabilities)2010-12-31$421,183,483
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$394,894,531
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$281,250,879
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$151,029,444
Interest on participant loans2010-12-31$811,229
Interest earned on other investments2010-12-31$6,063,693
Value of interest in common/collective trusts at beginning of year2010-12-31$85,318,452
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$187,059
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$187,059
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$38,510,719
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$43,111,309
Asset value of US Government securities at end of year2010-12-31$1,516,902
Asset value of US Government securities at beginning of year2010-12-31$1,579,348
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$29,596,179
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,506,869
Employer contributions (assets) at end of year2010-12-31$249,501
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$29,994,344
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$511,880
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31GEORGE JOHNSON & COMPANY
Accountancy firm EIN2010-12-31382029668

Form 5500 Responses for THE AUTO CLUB GROUP 401(K) PLAN

2023: THE AUTO CLUB GROUP 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entityMulitple employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: THE AUTO CLUB GROUP 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE AUTO CLUB GROUP 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE AUTO CLUB GROUP 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE AUTO CLUB GROUP 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE AUTO CLUB GROUP 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE AUTO CLUB GROUP 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Submission has been amendedYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE AUTO CLUB GROUP 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE AUTO CLUB GROUP 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE AUTO CLUB GROUP 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE AUTO CLUB GROUP 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE AUTO CLUB GROUP 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE AUTO CLUB GROUP 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE AUTO CLUB GROUP 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulitple employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE AUTO CLUB GROUP 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number60095-A
Policy instance 1
Insurance contract or identification number60095-A
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number063053
Policy instance 3
Insurance contract or identification number063053
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMDA00249TR
Policy instance 2
Insurance contract or identification numberMDA00249TR
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number60095
Policy instance 1
Insurance contract or identification number60095
Number of Individuals Covered8881
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number60095-A
Policy instance 2
Insurance contract or identification number60095-A
Number of Individuals Covered8881
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number063053
Policy instance 3
Insurance contract or identification number063053
Number of Individuals Covered8881
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMDA00249TR
Policy instance 4
Insurance contract or identification numberMDA00249TR
Number of Individuals Covered8881
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number60095-A
Policy instance 2
Insurance contract or identification number60095-A
Number of Individuals Covered7921
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMDA00249TR
Policy instance 4
Insurance contract or identification numberMDA00249TR
Number of Individuals Covered7921
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number063053
Policy instance 3
Insurance contract or identification number063053
Number of Individuals Covered7921
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number60095
Policy instance 1
Insurance contract or identification number60095
Number of Individuals Covered7921
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number60095
Policy instance 1
Insurance contract or identification number60095
Number of Individuals Covered5454
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number60095-A
Policy instance 2
Insurance contract or identification number60095-A
Number of Individuals Covered5454
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMDA00249TR
Policy instance 3
Insurance contract or identification numberMDA00249TR
Number of Individuals Covered5454
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number60095
Policy instance 1
Insurance contract or identification number60095
Number of Individuals Covered5420
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMDA00249TR
Policy instance 2
Insurance contract or identification numberMDA00249TR
Number of Individuals Covered5420
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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