AUTO CLUB INSURANCE ASSOCIATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE AUTO CLUB GROUP RETIREE HEALTH PLAN
| Measure | Date | Value |
|---|
| 2023: THE AUTO CLUB GROUP RETIREE HEALTH PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 2,239 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 2,188 |
| Total of all active and inactive participants | 2023-01-01 | 2,188 |
| Total participants | 2023-01-01 | 2,188 |
| 2022: THE AUTO CLUB GROUP RETIREE HEALTH PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 2,306 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 2,239 |
| Total of all active and inactive participants | 2022-01-01 | 2,239 |
| Total participants | 2022-01-01 | 2,239 |
| 2021: THE AUTO CLUB GROUP RETIREE HEALTH PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 2,159 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 2,306 |
| Total of all active and inactive participants | 2021-01-01 | 2,306 |
| Total participants | 2021-01-01 | 2,306 |
| 2020: THE AUTO CLUB GROUP RETIREE HEALTH PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 2,162 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 2,159 |
| Total of all active and inactive participants | 2020-01-01 | 2,159 |
| Total participants | 2020-01-01 | 2,159 |
| 2019: THE AUTO CLUB GROUP RETIREE HEALTH PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 2,151 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 2,162 |
| Total of all active and inactive participants | 2019-01-01 | 2,162 |
| Total participants | 2019-01-01 | 2,162 |
| 2017: THE AUTO CLUB GROUP RETIREE HEALTH PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 2,159 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 2,149 |
| Total of all active and inactive participants | 2017-01-01 | 2,149 |
| Total participants | 2017-01-01 | 2,149 |
| 2016: THE AUTO CLUB GROUP RETIREE HEALTH PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 2,166 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 2,159 |
| Total of all active and inactive participants | 2016-01-01 | 2,159 |
| Total participants | 2016-01-01 | 2,159 |
| 2015: THE AUTO CLUB GROUP RETIREE HEALTH PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 2,199 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 2,166 |
| Total of all active and inactive participants | 2015-01-01 | 2,166 |
| Total participants | 2015-01-01 | 2,166 |
| 2014: THE AUTO CLUB GROUP RETIREE HEALTH PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 1,994 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 2,199 |
| Total of all active and inactive participants | 2014-01-01 | 2,199 |
| Total participants | 2014-01-01 | 2,199 |
| 2013: THE AUTO CLUB GROUP RETIREE HEALTH PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 1,402 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 1,994 |
| Total of all active and inactive participants | 2013-01-01 | 1,994 |
| Total participants | 2013-01-01 | 1,994 |
| 2012: THE AUTO CLUB GROUP RETIREE HEALTH PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 1,414 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 1,402 |
| Total of all active and inactive participants | 2012-01-01 | 1,402 |
| Total participants | 2012-01-01 | 1,402 |
| 2011: THE AUTO CLUB GROUP RETIREE HEALTH PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 1,414 |
| Total of all active and inactive participants | 2011-01-01 | 1,414 |
| Total participants | 2011-01-01 | 1,414 |
| Measure | Date | Value |
|---|
| 2012 : THE AUTO CLUB GROUP RETIREE HEALTH PLAN 2012 401k financial data |
|---|
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $21,252 |
| Total income from all sources (including contributions) | 2012-12-31 | $8,671,172 |
| Total of all expenses incurred | 2012-12-31 | $9,168,925 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $7,729,509 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $8,671,083 |
| Value of total assets at beginning of year | 2012-12-31 | $519,005 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $1,439,416 |
| Total interest from all sources | 2012-12-31 | $89 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $2,303,377 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $5 |
| Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $21,252 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $-497,753 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $497,753 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $519,000 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $519,000 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $89 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $6,367,706 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $7,729,509 |
| Contract administrator fees | 2012-12-31 | $1,439,416 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
| Accountancy firm name | 2012-12-31 | GEORGE JOHNSON & COMPANY |
| Accountancy firm EIN | 2012-12-31 | 382029668 |
| 2011 : THE AUTO CLUB GROUP RETIREE HEALTH PLAN 2011 401k financial data |
|---|
| Total transfer of assets to this plan | 2011-12-31 | $468,000 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $21,252 |
| Total income from all sources (including contributions) | 2011-12-31 | $7,706,400 |
| Total of all expenses incurred | 2011-12-31 | $7,676,647 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $6,993,320 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $7,706,304 |
| Value of total assets at end of year | 2011-12-31 | $519,005 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $683,327 |
| Total interest from all sources | 2011-12-31 | $96 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $2,342,767 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $5 |
| Liabilities. Value of operating payables at end of year | 2011-12-31 | $21,252 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $29,753 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $497,753 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $519,000 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $96 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $5,363,537 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $6,993,320 |
| Contract administrator fees | 2011-12-31 | $683,327 |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
| Accountancy firm name | 2011-12-31 | GEORGE JOHNSON & COMPANY |
| Accountancy firm EIN | 2011-12-31 | 382029668 |
| 2023: THE AUTO CLUB GROUP RETIREE HEALTH PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Mulitple employer plan |
| 2023-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2023-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2022: THE AUTO CLUB GROUP RETIREE HEALTH PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Mulitple employer plan |
| 2022-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2022-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2021: THE AUTO CLUB GROUP RETIREE HEALTH PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Mulitple employer plan |
| 2021-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2021-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2020: THE AUTO CLUB GROUP RETIREE HEALTH PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Mulitple employer plan |
| 2020-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2020-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2019: THE AUTO CLUB GROUP RETIREE HEALTH PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Mulitple employer plan |
| 2019-01-01 | Submission has been amended | Yes |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2017: THE AUTO CLUB GROUP RETIREE HEALTH PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Mulitple employer plan |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: THE AUTO CLUB GROUP RETIREE HEALTH PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Mulitple employer plan |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: THE AUTO CLUB GROUP RETIREE HEALTH PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Mulitple employer plan |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: THE AUTO CLUB GROUP RETIREE HEALTH PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Mulitple employer plan |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: THE AUTO CLUB GROUP RETIREE HEALTH PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Mulitple employer plan |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: THE AUTO CLUB GROUP RETIREE HEALTH PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Mulitple employer plan |
| 2012-01-01 | Submission has been amended | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: THE AUTO CLUB GROUP RETIREE HEALTH PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Mulitple employer plan |
| 2011-01-01 | First time form 5500 has been submitted | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
