AMERICAN AUTOMOBILE ASSN OF NORTHERN

1277 TREAT BLVD, FL 10
WALNUT CREEK, CA 94597

Business Stats

Policy History

Term Carrier Premium LCM
2023

1.490
2023

1.550
2023

1.808
2023

2.289
2023

2.940
2023

2.704
2023

1.430
2022

1.490
2022

1.395
2022

1.808
2022

2.203
2022

2.940
2022

2.367
2022

1.430
2021

1.490
2021

2.030
2021

1.972
2021

1.308
2021

2.518
2021

2.207
2021

1.430
2020

1.490
2020

-
2020

1.807
2020

1.308
2020

2.518
2020

2.008
2020

2.607
2019

1.490
2019

1.490
2019

2.289
2019

-
2019

2.289
2019

1.308
2019

-
2019

2.416
2019

1.308
2019

2.607
2019
03-15-2019

-
2019
06-30-2019

1.807
2019
06-30-2019

-
2018

1.490
2018

-
2018

-
2018

-
2018

-
2018

2.023
2018

1.390
2018

2.416
2018

1.308
2017

1.490
2017

-
2017

-
2017
01-01-2017

1.600
2016

1.338
2016

-
2016

1.600
2016
03-15-2016

-
2015

1.600
2015
01-01-2015

1.338
2015
01-01-2015

-
2015
03-15-2015

1.338
2015
03-15-2015

-
2014

-
2014
01-01-2014

1.338
2014
01-01-2014

-
2013
01-01-2013

1.338
2013
01-01-2013

-

Contacts

QMN BMDLA
Benefits Admin
(875) 007-8000
a36

EMA EHEYF
Benefits Admin
(057) 943-4403
9a1

PHK JZUZQ
Benefits Admin
(373) 216-9124
bdf

QDXYXBPS XRGMJPCJ
Benefits Admin
(611) 625-0212
3ef32

UFUZJ RKHK
Benefits Admin
(681) 448-1022
e982

EWFNKAN EEDO
Benefits Admin
(357) 360-0472
120

IJPWRDL HDPK
Benefits Admin
(262) 556-8678
e18

Czv Wvbqullv
Owner
(631) 459-7534
rby@yxvv.dpo

23
(029) 779-2900
031

Fghlfg Csnl
Manager
(687) 225-2027
wuitoe.zhztt@ihDQU.vyk

XPWOWIE BFCP
Director of Benefits|Leave of Ab
(910) 007-1423
ejgdv@ltqounfr.gkz.ayh

Industry Classification

Retirement Benefits

Financials

2021202020192018201720162015201420132012
BOY Assets: $ 580,117,781 $ 994,771,821 $ 762,779,021 $ 198,526,118 $ 943,918,494 $ 977,383,794 $ 681,374,321 $ 226,669,214 $ 125,225,156 $ 37
Liabilities: $ 104 $ 1 $ 6 $ 3 $ 6 $ 73 $ 1 $ 3
EE Contrib: $ 27,257,764 $ 53,381,613 $ 69,137,017 $ 36,119,592 $ 39,057,007 $ 67,241,836 $ 79,670,896 $ 36,954,194 $ 83,164,322 $ 23,979,527
Emp Contrib: $ 24,541,424 $ 23,137,047 $ 8,475,174 $ 83,156,909 $ 3,971,953 $ 11,435,701 $ 27,170,052 $ 94,642,316 $ 10,330,746 $ 1,854,705
Income/Loss: $ 59,553,112 $ 42,286,119 $ 8,445,427($ 24,798,572) $ 4,602,682 $ 2,608,177($ 505,456) $ 2,296,551 $ 40,817,502 $ 83,634,048
Total Income: $ 131,454,962 $ 622,991,459 $ 519,766,874 $ 75,202,276 $ 59,877,428 $ 39,413,220 $ 88,333,925 $ 30,073,121 $ 99,947,907 $ 83,025,323
Paid Benefits: $ 61,872,944 $ 11,158,271 $ 34,155,038 $ 78,643,928 $ 14,194,889 $ 18,680,298 $ 34,298,676 $ 15,277,594 $ 84,732,924 $ 14,910,087
Expenses: $ 0 $ 3 $ 703 $ 304 $ 4 $ 433 $ 24 $ 44
  Commission: $ 358,241 $ 385,191 $ 282,815 $ 658,995 $ 825,456 $ 433,668 $ 78,227 $ 59,246 $ 90,297 $ 26,511
Net Income: $ 69,201,105 $ 1,436,567 $ 23,222,288($ 9,061,156) $ 8,534,745 $ 76,329,575 $ 57,767,572 $ 44,426,502 $ 63,178,642 $ 16,933,736
Net Assets: $ 649,318,886 $ 139,639,780 $ 529,005,345 $ 688,147,579 $ 154,959,646 $ 974,475,232 $ 559,101,842 $ 190,953,837 $ 177,651,059 $ 209,775,935

Participants

2021202020192018201720162015201420132012
Total Participants:6594167128025081926252151774800246061483
Active Part.:5388063732734343757058600013776526006186
Retired Part.:2190630758719
Deceased Part.:241769127594

Insurance

No Insurance Coverage

Providers

ZOXOPWBW STQYMGEQMQZ BEKYMOCHKBCFR
ADUGSCZVO OSKCGHCL, SSW.Investment advisory (plan)
Compensation:$227,142
Relation:ADVISOR
ZRDNSOPJ CZXHSASOGAO POZHBRLVWEMGYParticipant loan processing
Sub-transfer agency fees
Recordkeeping fees
Account maintenance fees
Securities brokerage commissions and fees
Compensation:$132,460
Relation:RECORDKEEPER
GXLMSGGE EAAIZASMSCT FZCPVYLCFEWGF
Source: C&S INST REALTY SHS - DST ASSET MA
Sub-transfer agency fees
Compensation:0.10%
EUQNNMCT CMOMFJELUYH RWABQUGRWAOLF
Source: DODGE & COX STOCK - DST ASSET MANA
Sub-transfer agency fees
Compensation:0.10%
AUKDZUEX MUGRJWEIZLN BBLQDEQACSWKQ
Source: BNY MELLON APPRECIATION INVSTR
Sub-transfer agency fees
Compensation:0.40%
NAXUPNUF FYQCGNLGETK EAZEPAVPCSKUI
Source: BARON REAL ESTATE FUND RETAIL
Sub-transfer agency fees
Compensation:0.40%
BOPVVBWC MWNEWLOZLWH GAVFCUVQBVUZN
Source: CARILLON SCOUT MID CAP FUND CL I
Sub-transfer agency fees
Compensation:0.40%
KQIHNIPZ USTUBKXUBYC WMCCQCSBUXQXG
Source: COLUMBIA SELIGMAN GLOBAL TECHNOLGY
Sub-transfer agency fees
Compensation:0.40%
BKCFBYCY XWOHWRCMJRM CVYXFXLCMWLFV
Source: GREEN CENTURY EQUITY
Sub-transfer agency fees
Compensation:0.40%
MHABAQXD TEWLXCDGIAZ QSBDVQPJFECOM
Source: PFG MFS AGGRESSIVE GROWTH STRATEGY
Sub-transfer agency fees
Compensation:0.40%
NUVEOCCO PXZEJQMUMQV IAHIVKOJFPKIM
Source: PFG JP MORGAN TACTICAGGRESSIVE STR
Sub-transfer agency fees
Compensation:0.40%
MPAYDPGK TJJECLTBCEG VQLSSNJIFJOCT
Source: PFG BNY MELLON DIVERSIFIER STRAT R
Sub-transfer agency fees
Compensation:0.40%
ZBXIYDNN XOSQFRZCRNV QKIVTXJUJDBGO
Source: PFG MEEDER TACTICAL STRATEGY FUND
Sub-transfer agency fees
Compensation:0.40%
XBIMKPCS QLRCTSQIEZP XPVFOLDEAMTOW
Source: PFG ACTIVE CORE BOND STRATEGY FUND
Sub-transfer agency fees
Compensation:0.40%
XKDXUMRJ KECTOSWTEQV EVRUOBELGERIK
Source: PFG INVESCO THEMATIC ESG STRATEGY
Sub-transfer agency fees
Compensation:0.40%
IBYRBDXU MVYSVWKZNIF LEVHYSVJXHFQX
Source: PFG JANUS HENDERSON BALANCED STRAT
Sub-transfer agency fees
Compensation:0.40%
PVUQBMGB QYBVNLZAAIZ LVFAYRKDJNXWL
Source: PFG TACTICAL INCOME STRATEGY CL R
Sub-transfer agency fees
Compensation:0.40%
MVAYVTOH YIOEVEIDCSM UPTNSPUECUCAK
Source: PFG EQUITY INDEX FOCUSED STRATEGY
Sub-transfer agency fees
Compensation:0.40%
WPLVBMWC AVXZXYRVLSM HNEARDKZBEJPT
Source: PFG SECTOR EQUITY BUS CYCLE STRAT
Sub-transfer agency fees
Compensation:0.40%
HWSFLUDH VXJFGELFLHL SUARCIVZEGHHC
Source: PFG BR EQUITY ESG STRATEGY CL R
Sub-transfer agency fees
Compensation:0.40%
AENXSXJT MZVJYELSDNG ZEPMGSITDLEUX
Source: PFG AMERICAN FUNDS GROWTH STRAT CL
Sub-transfer agency fees
Compensation:0.40%
FTSKNUQO NPWUCNUVZQS QVZOTADZTPQAY
Source: RED OAK TECHNOLOGY SELECT
Sub-transfer agency fees
Compensation:0.40%
GPAMJAYE SPYPFNIXZQJ HRCOCODFGFLHH
Source: PARNASSUS MID CAP GROWTH FUND INVS
Sub-transfer agency fees
Compensation:0.40%
NSKNFIYW HPPUMCVRSMI PCKVFHSWSZLNQ
Source: PARNASSUS ENDEAVOR FUND
Sub-transfer agency fees
Compensation:0.40%
BGQINQPO FZAXQISXSIM OSKRMJYBWTGBM
Source: PARNASSUS CORE EQUITY INVESTOR
Sub-transfer agency fees
Compensation:0.40%
MCSCPTLE MGFUGGOKYJN LSNQJUCQJIMYV
Source: PARNASSUS FIXED INCOME FUND
Sub-transfer agency fees
Compensation:0.40%
FZXRUFPO GCIZYNHGUHT QWRZZRTOLNHYV
Source: PAX GLOBAL ENVIRONMENTAL MRKTS
Sub-transfer agency fees
Compensation:0.40%
MQYTKQOE IQAOMIYHYCJ PYUKPQNXFSFQI
Source: HODGES SMALL CAP FUND RETAIL
Sub-transfer agency fees
Compensation:0.40%
AUAHAFNN PFXRBLGAZPM KQTLXNZDRBLGR
Source: PORTFOLIO 21 GLOBAL EQUITY FUND RE
Sub-transfer agency fees
Compensation:0.40%
RTNTJAKS HQJWOVSCMHZ VIASAGARIMQNI
Source: RIVERNORTH/DOUBLE LINE STRATEGIC I
Sub-transfer agency fees
Compensation:0.15%
FFCAJXTH OWZSCHHZQIM OCQWNKEPURCVC
Source: T ROWE PRICE GLOBAL GR STOCK INVES
Sub-transfer agency fees
Compensation:0.15%
YDTMZYOS ZGOCUAEVKUC ECNRXLSATYJQI
Source: RYDEX CONSUMER PRODUCTS INVESTOR C
Sub-transfer agency fees
Compensation:0.40%
JUYZJQPM GVTRYJRNULG JGGXTOGOZPUHN
Source: SPROTT GOLD EQUITY FUND INVESTOR
Sub-transfer agency fees
Compensation:0.40%

Features

    2E - Profit-sharing

    2F - ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.

    2G - Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.

    2J - Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.

    2K - Stock bonusCode section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contributions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.

    2T - Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

    3F - Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

    3H - Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

    3D - Pre-approved pension plan - A master, prototype, or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

    2R - Participant-directed brokerage accounts provided as an investment option under the plan.

Health Benefits

Financials

2021202020192018201720162015201420132012
BOY Assets: $ 0 $ 8 $ 2 $ 3 $ 3 $ 7
Liabilities: $ 0 $ 8 $ 8 $ 45 $ 2 $ 5 $ 54
EE Contrib: $ 0 $ 3 $ 5 $ 0 $ 3 $ 4
Emp Contrib: $ 0 $ 0 $ 0 $ 41 $ 5 $ 4 $ 5
Income/Loss: $ 0 $ 4 $ 68 $ 8 $ 7
Total Income: $ 0 $ 9 $ 39 $ 7 $ 7 $ 95 $ 6
Paid Benefits: $ 0 $ 5 $ 8 $ 9 $ 0
Expenses: $ 0 $ 26 $ 6 $ 73 $ 866 $ 220 $ 2 $ 5
  Commission: $ 0 $ 5 $ 24 $ 3 $ 3 $ 396 $ 78 $ 6 $ 9
Net Income: $ 0 $ 9 $ 8 $ 4 $ 9 $ 8
Net Assets: $ 0 $ 7 $ 9 $ 4 $ 3 $ 312 $ 3 $ 7

Participants

2021202020192018201720162015201420132012
Total Participants:5476777919657668494306617511712009950204
Active Part.:5065679317195072538569232000526965252469
Retired Part.:51ddf5a378d9deff079
Deceased Part.:1f579157c924e7c2791399

Insurance

No Insurance Coverage

Providers

No Providers

Features

    4I - Severance pay.

Motor Carrier