401k Plan data: AAA SOUTHERN PENNSYLVANIA plan

AAA SOUTHERN PENNSYLVANIA 401k Plan overview

Plan Name	AAA SOUTHERN PENNSYLVANIA
Plan identification number	505

AAA SOUTHERN PENNSYLVANIA Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Life insurance Temporary disability (accident and sickness) Long-term disability cover Other welfare benefit cover

401k Sponsoring company profile

AAA SOUTHERN PENNSYLVANIA has sponsored the creation of one or more 401k plans.

Company Name: AAA SOUTHERN PENNSYLVANIA

Employer identification number (EIN): 232227715

NAIC Classification: 488490
NAIC Description: Other Support Activities for Road Transportation

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AAA SOUTHERN PENNSYLVANIA

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
505 2017-07-01 STEPHANIE BEHRENS
505 2015-07-01 CATHERINE REYNOLDS
505 2014-07-01 CATHERINE REYNOLDS CATHERINE REYNOLDS 2015-10-09
505 2013-07-01 CATHERINE REYNOLDS
505 2012-07-01 CATHERINE REYNOLDS
505 2010-10-01 CATHERINE REYNOLDS
505 2009-10-01 THOMAS BORAN

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
505	2017-07-01	STEPHANIE BEHRENS
505	2015-07-01	CATHERINE REYNOLDS
505	2014-07-01	CATHERINE REYNOLDS	CATHERINE REYNOLDS	2015-10-09
505	2013-07-01	CATHERINE REYNOLDS
505	2012-07-01	CATHERINE REYNOLDS
505	2010-10-01	CATHERINE REYNOLDS
505	2009-10-01	THOMAS BORAN

Plan Statistics for AAA SOUTHERN PENNSYLVANIA

401k plan membership statisitcs for AAA SOUTHERN PENNSYLVANIA

Measure Date Value
2017: AAA SOUTHERN PENNSYLVANIA 2017 401k membership
Total participants, beginning-of-year 2017-07-01 128
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 133
Total of all active and inactive participants 2017-07-01 133
Total participants 2017-07-01 133
2015: AAA SOUTHERN PENNSYLVANIA 2015 401k membership
Total participants, beginning-of-year 2015-07-01 145
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 145
Total of all active and inactive participants 2015-07-01 145
Total participants 2015-07-01 145
2014: AAA SOUTHERN PENNSYLVANIA 2014 401k membership
Total participants, beginning-of-year 2014-07-01 139
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 139
Total of all active and inactive participants 2014-07-01 139
Total participants 2014-07-01 139
2013: AAA SOUTHERN PENNSYLVANIA 2013 401k membership
Total participants, beginning-of-year 2013-07-01 132
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 139
Total of all active and inactive participants 2013-07-01 139
Total participants 2013-07-01 139
2012: AAA SOUTHERN PENNSYLVANIA 2012 401k membership
Total participants, beginning-of-year 2012-07-01 125
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 132
Total of all active and inactive participants 2012-07-01 132
Total participants 2012-07-01 132
2010: AAA SOUTHERN PENNSYLVANIA 2010 401k membership
Total participants, beginning-of-year 2010-10-01 122
Total number of active participants reported on line 7a of the Form 5500 2010-10-01 125
Total of all active and inactive participants 2010-10-01 125
Total participants 2010-10-01 125
2009: AAA SOUTHERN PENNSYLVANIA 2009 401k membership
Total participants, beginning-of-year 2009-10-01 130
Total number of active participants reported on line 7a of the Form 5500 2009-10-01 123
Total of all active and inactive participants 2009-10-01 123
Total participants 2009-10-01 123

Measure	Date	Value
2017: AAA SOUTHERN PENNSYLVANIA 2017 401k membership
Total participants, beginning-of-year	2017-07-01	128
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	133
Total of all active and inactive participants	2017-07-01	133
Total participants	2017-07-01	133
2015: AAA SOUTHERN PENNSYLVANIA 2015 401k membership
Total participants, beginning-of-year	2015-07-01	145
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	145
Total of all active and inactive participants	2015-07-01	145
Total participants	2015-07-01	145
2014: AAA SOUTHERN PENNSYLVANIA 2014 401k membership
Total participants, beginning-of-year	2014-07-01	139
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	139
Total of all active and inactive participants	2014-07-01	139
Total participants	2014-07-01	139
2013: AAA SOUTHERN PENNSYLVANIA 2013 401k membership
Total participants, beginning-of-year	2013-07-01	132
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	139
Total of all active and inactive participants	2013-07-01	139
Total participants	2013-07-01	139
2012: AAA SOUTHERN PENNSYLVANIA 2012 401k membership
Total participants, beginning-of-year	2012-07-01	125
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	132
Total of all active and inactive participants	2012-07-01	132
Total participants	2012-07-01	132
2010: AAA SOUTHERN PENNSYLVANIA 2010 401k membership
Total participants, beginning-of-year	2010-10-01	122
Total number of active participants reported on line 7a of the Form 5500	2010-10-01	125
Total of all active and inactive participants	2010-10-01	125
Total participants	2010-10-01	125
2009: AAA SOUTHERN PENNSYLVANIA 2009 401k membership
Total participants, beginning-of-year	2009-10-01	130
Total number of active participants reported on line 7a of the Form 5500	2009-10-01	123
Total of all active and inactive participants	2009-10-01	123
Total participants	2009-10-01	123

Form 5500 Responses for AAA SOUTHERN PENNSYLVANIA

2017: AAA SOUTHERN PENNSYLVANIA 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2015: AAA SOUTHERN PENNSYLVANIA 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2014: AAA SOUTHERN PENNSYLVANIA 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2013: AAA SOUTHERN PENNSYLVANIA 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2012: AAA SOUTHERN PENNSYLVANIA 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2010: AAA SOUTHERN PENNSYLVANIA 2010 form 5500 responses
2010-10-01	Type of plan entity	Single employer plan
2010-10-01	Submission has been amended	No
2010-10-01	This submission is the final filing	No
2010-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-10-01	Plan is a collectively bargained plan	No
2010-10-01	Plan funding arrangement – Insurance	Yes
2010-10-01	Plan benefit arrangement – Insurance	Yes
2009: AAA SOUTHERN PENNSYLVANIA 2009 form 5500 responses
2009-10-01	Type of plan entity	Single employer plan
2009-10-01	Submission has been amended	No
2009-10-01	This submission is the final filing	No
2009-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-10-01	Plan is a collectively bargained plan	No
2009-10-01	Plan funding arrangement – Insurance	Yes
2009-10-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

TM05720952

Policy instance

Insurance contract or identification number	TM05720952
Number of Individuals Covered	133
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $4,700
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Unemployment Insurance Welfare Benefit	No
Other welfare benefits provided	AD&D
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $27,503
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,800
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BASE COMMISSION TEMPORARY DISABILITY
Insurance broker organization code?	3
Insurance broker name	JASON HERROLD

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

TM05720952

Policy instance

Insurance contract or identification number	TM05720952
Number of Individuals Covered	145
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $8,112
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Unemployment Insurance Welfare Benefit	No
Other welfare benefits provided	AD&D
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $59,370
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $305
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BASE COMMISSIONS AD&D
Insurance broker organization code?	3
Insurance broker name	JASON HERROLD

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

TM05720952

Policy instance

Insurance contract or identification number	TM05720952
Number of Individuals Covered	139
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $8,064
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Unemployment Insurance Welfare Benefit	No
Other welfare benefits provided	AD&D
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $54,706
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,138
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BASE COMMISSION LIFE
Insurance broker organization code?	3
Insurance broker name	JASON HERROLD

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

TMO5720952

Policy instance

Insurance contract or identification number	TMO5720952
Number of Individuals Covered	139
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $6,471
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Unemployment Insurance Welfare Benefit	No
Other welfare benefits provided	AD&D
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $46,865
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $264
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BASE COMMISSION AD&D
Insurance broker organization code?	3
Insurance broker name	JASON HERROLD

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

TMO5720952

Policy instance

Insurance contract or identification number	TMO5720952
Number of Individuals Covered	132
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $7,049
Total amount of fees paid to insurance company	USD $0
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Other welfare benefits provided	AD&D
Welfare Benefit Premiums Paid to Carrier	USD $46,996
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,060
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BASE COMMISSION LIFE
Insurance broker organization code?	3
Insurance broker name	JASON HERROLD

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

TM05720952

Policy instance

Insurance contract or identification number	TM05720952
Number of Individuals Covered	125
Insurance policy start date	2010-10-01
Insurance policy end date	2011-09-30
Total amount of commissions paid to insurance broker	USD $6,799
Total amount of fees paid to insurance company	USD $0
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Other welfare benefits provided	AD&D
Welfare Benefit Premiums Paid to Carrier	USD $41,593
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	AAA SOUTHERN PENNSYLVANIA
Employer identification number (EIN):	232227715
NAIC Classification:	488490
NAIC Description:	Other Support Activities for Road Transportation