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Sponsor portfolioTH

AAA CLUB ALLIANCE INC.

EIN 23-0758010-consumer services-Latest filing 2025
Plans
3
Retirement
2
$563.3M assets
Welfare
1
$3.3M premiums
Participants
12,573
CORPORATE TAX DIRECTOR 3RD FLOOR, 1 RIVER PL - WILMINGTON, DE 198015125302-299-4000LinkedIn1001-5000 employeesconsumer services
Plans on this EIN
3 filings
#008401k-$562.4M - 7,505 part#002TraditionalDB-$864K - 10 part#510Mixed-$3.3M - 4,680 lives

Retirement portfolio analytics

2 plans aggregated / $563.3M assets / 7,515 participants

Assets by plan

Share of aggregate retirement assets

100%top
  • 401(K) RETIREMENT Savings (#008)100%
  • COMMISSIONED SALESMEN'S PENSIO... (#002)0%
Total $563.3MClick 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 $563.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT Savings (#008)7,505
  • COMMISSIONED SALESMEN'S PENSIO... (#002)10
Total 7,515Click row to drill in

Benefits portfolio analytics

1 plan / $3.3M premiums / 4,680 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.7M
  • Life$2.2M
  • Long-term disability$2.2M
  • Vision$570K
Total $3.3M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
67%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA67%
  • VISION SERVICE PLAN17%
  • METROPOLITAN LIFE INSURANCE COMPANY15%
Total $3.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • MERCER HEALTH AND BENEFITS, LLC99%
  • NAYYA HEALTH, INC.1%
Total $177K2 slices

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$864K
Participants10
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$3.3M
Covered lives4,680
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$864K102025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510AAA CLUB ALLIANCE INC. WELFARE BENEFIT PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$3.3M4,6802025
Retirement plans
Welfare plans
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