Assets by plan
Share of aggregate retirement assets
71%top
Sponsor portfolioTH
AUTO CLUB INSURANCE ASSOCIATION
EIN 38-0477270insuranceLatest filing 2024
Plans
15
Retirement
2
$1.67B assets
Welfare
13
$8.8M premiums
Participants
85,897
Plans on this EIN
15 filings#335401k-$1.18B - 12,814 part#333CashBalance-$493.2M - 3,483 part#503Mewa-$4.5M - 19,605 lives#501Mewa-$1.6M - 9,190 lives#517Mewa-$1.6M - 6,306 lives#508Mewa-$644K - 3,337 lives#509Mewa-$521K - 3,605 lives#502Mewa-$41K - 7 lives#504Mewa-$10K - 9,718 lives#507Mewa-0 lives#513Mewa-0 lives#516Mewa-0 lives#518Mewa-0 lives#519Mewa-0 lives#520Mewa-0 lives
Retirement portfolio analytics
2 plans aggregated / $1.67B assets / 16,297 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
71%top
- THE VANGUARD GROUP, INC.71%
- (Not disclosed)29%
Participants by plan
Active + retired + deferred vested
- GROUP 401K PLAN (#335)12,814
Benefits portfolio analytics
13 plans / $8.8M premiums / 51,768 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$4.5M
- Long-term disability$1.6M
- Vision$1.6M
- Short-term disability$1.2M
- Health$41K
- Dental$41K
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
82%top
- HARTFORD LIFE AND ACCIDENT82%
- VISION SERVICE PLAN18%
- TRIPLE S SALUD, INC.0%
- ZURICH AMERICAN INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
99%top
- AON CONSULTING INC99%
- MCGRIFF INSURANCE SERVICES INC1%
- CUSTOM BENEFIT PROGRAMS INC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#335
THE AUTO CLUB GROUP 401K PLAN
401k
Assets$1.18B
Participants12,814
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#333
THE AUTO CLUB GROUP CASH VALUE PLAN PENSION PLAN
CashBalance
Assets$493.2M
Participants3,483
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
THE AUTO CLUB GROUP LIFE INSURANCE PLAN
Mewa - HARTFORD LIFE AND ACCIDENT
Premiums$4.5M
Covered lives19,605
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
THE AUTO CLUB GROUP LONG-TERM DISABILITY PLAN
Mewa - HARTFORD LIFE AND ACCIDENT
Premiums$1.6M
Covered lives9,190
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#517
THE AUTO CLUB GROUP VISION CARE PLAN
Mewa - VISION SERVICE PLAN
Premiums$1.6M
Covered lives6,306
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508
THE AUTO CLUB GROUP CRITICAL ILLNESS PLAN
Mewa - HARTFORD LIFE AND ACCIDENT
Premiums$644K
Covered lives3,337
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509
THE AUTO CLUB GROUP ACCIDENT PLAN
Mewa - HARTFORD LIFE AND ACCIDENT
Premiums$521K
Covered lives3,605
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
THE AUTO CLUB GROUP MEDICAL CARE PLAN
Mewa - TRIPLE-S SALUD, INC.
Premiums$41K
Covered lives7
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
THE AUTO CLUB GROUP TRAVEL ACCIDENT PLAN
Mewa - ZURICH AMERICAN INSURANCE COMPANY
Premiums$10K
Covered lives9,718
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507
THE AUTO CLUB GROUP DENTAL PLAN
Mewa
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#513
THE AUTO CLUB GROUP EMPLOYEE ASSISTANCE PLAN
Mewa
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#516
THE AUTO CLUB GROUP SEVERANCE BENEFIT PLAN
Mewa
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#518
THE AUTO CLUB GROUP HEALTH CARE FLEXIBLE SPENDING ACCOUNT PLAN
Mewa
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#519
THE AUTO CLUB GROUP DEPENDENT CARE FLEXIBLE SPENDING ACCOUNT PLAN
Mewa
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#520
THE AUTO CLUB GROUP RETIREE HEALTH PLAN
Mewa
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 335 | THE AUTO CLUB GROUP 401K PLAN | 401k | $1.18B | 12,814 | 2024 | |
| 333 | THE AUTO CLUB GROUP CASH VALUE PLAN PENSION PLAN | CashBalance | $493.2M | 3,483 | 2024 |
Welfare plans13
Retirement plans
Welfare plans