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AUTOMOBILE CLUB OF SOUTHERN CALIFORNIA

EIN 95-0514585-telecommunications-Latest filing 2024
Plans
9
Retirement
2
$4.23B assets
Welfare
7
$74.5M premiums
Participants
127,639
3333 FAIRVIEW ROAD, A-379 - COSTA MESA, CA 926261698714-885-2400aaa-calif.comLinkedIn10001+ employeestelecommunications
Plans on this EIN
9 filings
#001TraditionalDB-$2.62B - 23,954 part#002401k-$1.61B - 17,308 part#501Fully Insured-$63.0M - 10,426 lives#502Fully Insured-$6.6M - 25,384 lives#503Fully Insured-$2.8M - 15,966 lives#516Fully Insured-$2.1M - 361 lives#509Self Funded-0 lives#513Self Funded-0 lives#514Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $4.23B assets / 41,262 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • CLUB PENSION (#001)62%
  • CLUB FUTURESAVE PLAN (#002)38%
Total $4.23BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
62%top
  • (Not disclosed)62%
  • T ROWE PRICE RPS INC38%
Total $4.23BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CLUB PENSION (#001)23,954
  • CLUB FUTURESAVE PLAN (#002)17,308
Total 41,262Click row to drill in

Benefits portfolio analytics

7 plans / $74.5M premiums / 52,137 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$56.0M
  • Prescription drug$55.4M
  • Dental$8.6M
  • Life$6.6M
  • Other$6.6M
  • Long-term disability$2.8M
  • +1 more
Total $74.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
71%top
  • KAISER FOUNDATION HEALTH PLAN INC71%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY13%
  • RELIASTAR LIFE INSURANCE COMPANY9%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY4%
  • VISION SERVICE PLAN2%
  • +3 more
Total $74.5M8 slices

Broker market share

Schedule A broker compensation

Split broker
70%top
  • LOCKTON COMPANIES, LLC70%
  • ALIGHT SOLUTIONS30%
Total $633K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CLUB PENSION PLAN

TraditionalDB

Assets$2.62B
Participants23,954
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CLUB FUTURESAVE PLAN

401k

Assets$1.61B
Participants17,308
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CLUB MEDICAL AND DENTAL PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$63.0M
Covered lives10,426
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

CLUB GROUP LIFE INSURANCE PLAN

Fully Insured - RELIASTAR LIFE INSURANCE COMPANY

Premiums$6.6M
Covered lives25,384
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

CLUB GROUP LONG-TERM DISABILITY PLAN

Fully Insured - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$2.8M
Covered lives15,966
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#516

CLUB RETIREE MEDICAL AND DENTAL PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC - CALIFORNIA

Premiums$2.1M
Covered lives361
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509

CLUB STAFF REDUCTION PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#513

CLUB SHORT-TERM DISABILITY PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#514

AUTOMOBILE CLUB OF SOUTHERN CALIFORNIA FLEXIBLE BENEFITS PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CLUB PENSION PLANTraditionalDB$2.62B23,9542024
002CLUB FUTURESAVE PLAN401k$1.61B17,3082024

Welfare plans7

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CLUB MEDICAL AND DENTAL PLANFully InsuredKAISER FOUNDATION HEALTH PLAN, INC.$63.0M10,4262024
502CLUB GROUP LIFE INSURANCE PLANFully InsuredRELIASTAR LIFE INSURANCE COMPANY$6.6M25,3842024
503CLUB GROUP LONG-TERM DISABILITY PLANFully InsuredRELIANCE STANDARD LIFE INSURANCE COMPANY$2.8M15,9662024
516CLUB RETIREE MEDICAL AND DENTAL PLANFully InsuredKAISER FOUNDATION HEALTH PLAN, INC - CALIFORNIA$2.1M3612024
509CLUB STAFF REDUCTION PLANSelf Funded-$002024
513CLUB SHORT-TERM DISABILITY PLANSelf Funded-$002024
514AUTOMOBILE CLUB OF SOUTHERN CALIFORNIA FLEXIBLE BENEFITS PLANSelf Funded-$002024
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