Auto Club Insurance Association's EIN is 38-0477270.
Download the official 2024 Form 5500 (PDF) for Auto Club Insurance Association from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Auto Club Insurance Association's plan includes a defined-benefit pension formula, a cash-balance formula, a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HEWITT ASSOCIATES | 36-2235791 | — | RDKPINMT | $317K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NISA INVESTMENT ADVISORS, LLC | 48-1140940 |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Bank Various investments (See Appendix for detailed listing) | Other securities | — | $534.2M | $488.8M | 99.1% | |
| STATE STREET INTERMEDIATE US CREDIT STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 148 | Common Collective Trust | — | — | $60.7M | 12.3% | |
| NHIT MULTISECTOR FULL DISCRETION T LOOMIS SAYLES TRUST COMPANY, LLC · EIN 20-8080381 / PN 005 | Common Collective Trust | — | — | $7.9M | 1.6% |
| — |
| INADV-PL |
| $299K |
| — |
| MONROE CAPITAL MANAGEMENT ADVISORS, | 20-8524328 | — | INV-MGMT | $139K | — |
| STATE STREET GLOBAL ADVISORS TRUST | 81-4017137 | — | INV-MGMT | $38K | — |
| GJC CPA'S & ADVISORS | 38-2029668 | — | ACCTING | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEPC, LLC | 26-1429809 | — | CONSULTP | $219K | — |
| PRINCIPAL TRUST COMPANY | 51-0099493 | — | TRUSTECO | $147K | — |
| LOOMIS SAYLES & COMPANY LP | 20-8080381 | — | INV-MGMTP | $53K | — |
| XPONANCE, INC. | 20-2103144 | — | INV-MGMT | $15K | — |