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  2. AAA CLUB ALLIANCE INC.
Sponsor portfolioTH

AAA CLUB ALLIANCE INC.

EIN 23-0758010-consumer services-Latest filing 2024
Plans
3
Retirement
2
$563.4M assets
Welfare
1
$3.2M premiums
Participants
12,596
CORPORATE TAX DIRECTOR 3RD FLOOR, 1 RIVER PLACE - WILMINGTON, DE 19801302-299-4355LinkedIn1001-5000 employeesconsumer services
Plans on this EIN
3 filings
#008401k-$562.4M - 7,505 part#002TraditionalDB-$985K - 13 part#510Mixed-$3.2M - 5,053 lives

Retirement portfolio analytics

2 plans aggregated / $563.4M assets / 7,518 participants

Assets by plan

Share of aggregate retirement assets

100%top
  • 401(K) RETIREMENT Savings (#008)100%
  • COMMISSIONED SALESMEN'S PENSIO... (#002)0%
Total $563.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • THE VANGUARD GROUP, INC.100%
  • (Not disclosed)0%
Total $563.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT Savings (#008)7,505
  • COMMISSIONED SALESMEN'S PENSIO... (#002)13
Total 7,518Click row to drill in

Benefits portfolio analytics

1 plan / $3.2M premiums / 5,053 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.6M
  • Life$2.1M
  • Long-term disability$2.1M
  • Vision$580K
  • Health$247K
Total $3.2M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
66%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA66%
  • VISION SERVICE PLAN18%
  • METROPOLITAN LIFE INSURANCE COMPANY16%
Total $3.2M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $145K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#008

AAA CLUB ALLIANCE INC. 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$562.4M
Participants7,505
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

AAA MID-ATLANTIC COMMISSIONED SALESMEN'S PENSION PLAN

TraditionalDB

Assets$985K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

AAA CLUB ALLIANCE INC. WELFARE BENEFIT PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$3.2M
Covered lives5,053
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
008AAA CLUB ALLIANCE INC. 401(K) RETIREMENT SAVINGS PLAN401k$562.4M7,5052024
002AAA MID-ATLANTIC COMMISSIONED SALESMEN'S PENSION PLANTraditionalDB$985K132024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510AAA CLUB ALLIANCE INC. WELFARE BENEFIT PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$3.2M5,0532024
Retirement plans
Welfare plans
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