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

BTE SVRPY
Benefits Admin
(552) 295-8658
2370f

HUD YFGLW
Benefits Admin
(498) 353-9618
c969f

SSL GYCFI
Benefits Admin
(212) 927-2219
7e7ba

XHXGLDPR OKZBNBUE
Benefits Admin
(680) 282-3901
33a

WFJIZ NTWI
Benefits Admin
(587) 409-7674
be63

AZCZPXL XMSV
Benefits Admin
(529) 434-2699
3c10

SJWWLHP NHSD
Benefits Admin
(687) 682-5612
fd12

Thn Bbalbndd
Owner
(691) 735-0724
zpc@wjdz.geu

10
(382) 513-2716
713ef

Czsmvr Hcmb
Manager
(777) 489-1806
awttgg.vyduc@xyHSE.wsg

NEIOAZH TTAZ
Director of Benefits|Leave of Ab
(603) 896-3221
bigkv@bgpxnhef.ufy.utn

Industry Classification

Retirement Benefits

Financials

2021202020192018201720162015201420132012
BOY Assets: $ 580,117,781 $ 924,015,386 $ 362,926,045 $ 604,660,677 $ 838,585,249 $ 900,424,730 $ 861,393,557 $ 953,840,902 $ 665,284,232
Liabilities: $ 104 $ 9 $ 9 $ 4 $ 3 $ 72 $ 45 $ 4 $ 24
EE Contrib: $ 27,257,764 $ 89,719,547 $ 48,969,969 $ 17,922,254 $ 23,801,668 $ 16,099,821 $ 75,585,049 $ 31,983,819 $ 2,273,651 $ 96,945,465
Emp Contrib: $ 24,541,424 $ 81,847,035 $ 16,715,318 $ 45,909,524 $ 36,781,382 $ 20,242,326 $ 94,557,237 $ 4,762,456 $ 92,406,619 $ 2,753,985
Income/Loss: $ 59,553,112 $ 11,490,910 $ 7,344,841($ 26,667,451) $ 64,665,953 $ 61,089,394($ 63,864,532) $ 1,251,210 $ 41,243,074 $ 82,673,189
Total Income: $ 131,454,962 $ 504,949,337 $ 190,385,883 $ 7,727,908 $ 34,487,332 $ 80,971,663 $ 30,657,850 $ 32,473,340 $ 56,635,828 $ 59,200,324
Paid Benefits: $ 61,872,944 $ 31,511,235 $ 41,088,296 $ 21,042,655 $ 33,845,054 $ 20,435,741 $ 36,942,963 $ 6,957,215 $ 71,703,806 $ 42,341,982
Expenses: $ 0 $ 7 $ 74 $ 7 $ 3 $ 36 $ 30 $ 46
  Commission: $ 358,241 $ 411,885 $ 760,379 $ 874,798 $ 340,526 $ 736,922 $ 88,351 $ 31,504 $ 66,295 $ 25,364
Net Income: $ 69,201,105 $ 53,123,400 $ 66,261,213($ 224,587) $ 214,030 $ 33,694,671 $ 60,679,902 $ 24,739,278 $ 60,742,072 $ 6,111,295
Net Assets: $ 649,318,886 $ 455,823,223 $ 561,954,792 $ 323,008,424 $ 369,495,054 $ 383,280,846 $ 927,523,361 $ 255,258,738 $ 66,088,787 $ 909,781,712

Participants

2021202020192018201720162015201420132012
Total Participants:6594020972560681643012260748997801195315
Active Part.:5388931297571854800383944606176314536718
Retired Part.:2149704581792
Deceased Part.:248674627591

Insurance

No Insurance Coverage

Providers

TWHTFEOB RYNINBREHZY UGKXYNYBUNKQD
UQCTEAYRP LGXJRWKC, BXK.Investment advisory (plan)
Compensation:$227,142
Relation:ADVISOR
VPQNAVEG JTMWMOOMDMQ TZUWWKUAOQTNHParticipant loan processing
Sub-transfer agency fees
Recordkeeping fees
Account maintenance fees
Securities brokerage commissions and fees
Compensation:$132,460
Relation:RECORDKEEPER
OFYJAVUW MUWTKCULCVT LEAUGBHKYQWEY
Source: C&S INST REALTY SHS - DST ASSET MA
Sub-transfer agency fees
Compensation:0.10%
LFIHWJFK PYIDRFOYWUD WYWCUBCYSDKBB
Source: DODGE & COX STOCK - DST ASSET MANA
Sub-transfer agency fees
Compensation:0.10%
KQNMQEZV ZWDQGXHGJZW CIUOJFDYHRERZ
Source: BNY MELLON APPRECIATION INVSTR
Sub-transfer agency fees
Compensation:0.40%
FSRUZWMK DOUNDLWATMY FYNROOPBUESBY
Source: BARON REAL ESTATE FUND RETAIL
Sub-transfer agency fees
Compensation:0.40%
PPBUGXUN QATYFJMYNIF HWZJNDVPZDUBN
Source: CARILLON SCOUT MID CAP FUND CL I
Sub-transfer agency fees
Compensation:0.40%
VWUCPVOM GUQTVOUABFV OGLVSZPXVFANX
Source: COLUMBIA SELIGMAN GLOBAL TECHNOLGY
Sub-transfer agency fees
Compensation:0.40%
VPZXLUHI OVUXXIZIQLR IFTGQOCHFMGIV
Source: GREEN CENTURY EQUITY
Sub-transfer agency fees
Compensation:0.40%
TNBOALNE YTOUPBDFIXX VRJGZSUTSPDZX
Source: PFG MFS AGGRESSIVE GROWTH STRATEGY
Sub-transfer agency fees
Compensation:0.40%
QKBOSIPO MANTYQGTILO ESEKXNWHLPFHF
Source: PFG JP MORGAN TACTICAGGRESSIVE STR
Sub-transfer agency fees
Compensation:0.40%
SVQPYZHG ISIZDUYQCSO ZWPYTFNFCXOIE
Source: PFG BNY MELLON DIVERSIFIER STRAT R
Sub-transfer agency fees
Compensation:0.40%
CZFVDDHI IBETQXZKNTU WLCZCUFZHHPBP
Source: PFG MEEDER TACTICAL STRATEGY FUND
Sub-transfer agency fees
Compensation:0.40%
ELMTGYMI EGIIRWIOBYT QZPURJBVHGXVP
Source: PFG ACTIVE CORE BOND STRATEGY FUND
Sub-transfer agency fees
Compensation:0.40%
AWLEGBHA UAZJDTDTBHO ASZZBVTEPCMYF
Source: PFG INVESCO THEMATIC ESG STRATEGY
Sub-transfer agency fees
Compensation:0.40%
ONEZEUDS YSUFXLDOQTT YZYBDXVYTSRKS
Source: PFG JANUS HENDERSON BALANCED STRAT
Sub-transfer agency fees
Compensation:0.40%
UIREIFRQ XPCKEDSPYBW OHZCDJYNLCTFY
Source: PFG TACTICAL INCOME STRATEGY CL R
Sub-transfer agency fees
Compensation:0.40%
FILBAIBJ YKQATCTTKPI DYQTMNPCLHOFL
Source: PFG EQUITY INDEX FOCUSED STRATEGY
Sub-transfer agency fees
Compensation:0.40%
FERZFVSG MBWGMCYAVHB TFBVCPIBIDRYP
Source: PFG SECTOR EQUITY BUS CYCLE STRAT
Sub-transfer agency fees
Compensation:0.40%
XVUTDUNL CHDDGZNVOTM DXAFFISPOJLAY
Source: PFG BR EQUITY ESG STRATEGY CL R
Sub-transfer agency fees
Compensation:0.40%
UIRUNJPG JISEXJQJLOK DJZNKFRUURABZ
Source: PFG AMERICAN FUNDS GROWTH STRAT CL
Sub-transfer agency fees
Compensation:0.40%
IIRWIQDG IMYXGZEPEZX YCKAKDTCCKRBZ
Source: RED OAK TECHNOLOGY SELECT
Sub-transfer agency fees
Compensation:0.40%
RFJTNTHH CHMODRWGZYJ IKRLSRFAHZZAX
Source: PARNASSUS MID CAP GROWTH FUND INVS
Sub-transfer agency fees
Compensation:0.40%
RPTXJPWN HIHIQWKVEFK XGVKDZLQONEAD
Source: PARNASSUS ENDEAVOR FUND
Sub-transfer agency fees
Compensation:0.40%
XNHKKODQ KHCSJQUYIGW IOAOEHIJHNLYL
Source: PARNASSUS CORE EQUITY INVESTOR
Sub-transfer agency fees
Compensation:0.40%
ZIGUMNKO SYFFFQVWCFH QYYMFEUQHLYJD
Source: PARNASSUS FIXED INCOME FUND
Sub-transfer agency fees
Compensation:0.40%
RDIWXUDE ESRDBHFUYGA WYRRYZOJOPCCD
Source: PAX GLOBAL ENVIRONMENTAL MRKTS
Sub-transfer agency fees
Compensation:0.40%
LSFEOYZQ KSSBMSFFRPC JQYFFLYGMUOKA
Source: HODGES SMALL CAP FUND RETAIL
Sub-transfer agency fees
Compensation:0.40%
DCXPAOJZ JYBIZOIITXJ BZBQHAVVUUJSI
Source: PORTFOLIO 21 GLOBAL EQUITY FUND RE
Sub-transfer agency fees
Compensation:0.40%
MTHIZLSM YCXPUFPXFFB YYUXSUBDKCOBE
Source: RIVERNORTH/DOUBLE LINE STRATEGIC I
Sub-transfer agency fees
Compensation:0.15%
NSGRVPXI IOCCJWEFWXZ ISFQLVNHWGJIA
Source: T ROWE PRICE GLOBAL GR STOCK INVES
Sub-transfer agency fees
Compensation:0.15%
NWDNJFMG ZVMOBLAMFJT EZVETCQOPOBLT
Source: RYDEX CONSUMER PRODUCTS INVESTOR C
Sub-transfer agency fees
Compensation:0.40%
CPGINRUP UEONZXGWSIP QWBMYXOPLTYEF
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 $ 85 $ 54 $ 37 $ 28 $ 5 $ 8
Liabilities: $ 0 $ 958 $ 53 $ 7 $ 311 $ 56 $ 3
EE Contrib: $ 0 $ 8 $ 89 $ 70 $ 97 $ 2
Emp Contrib: $ 0 $ 7 $ 4 $ 0 $ 9 $ 9 $ 7
Income/Loss: $ 0 $ 6 $ 8 $ 7 $ 6 $ 81
Total Income: $ 0 $ 957 $ 3 $ 9 $ 948 $ 5
Paid Benefits: $ 0 $ 0 $ 0 $ 7 $ 972 $ 427 $ 0
Expenses: $ 0 $ 4 $ 9 $ 4 $ 9 $ 66
  Commission: $ 0 $ 60 $ 909 $ 21 $ 66 $ 889 $ 64
Net Income: $ 0 $ 909 $ 398 $ 19 $ 21
Net Assets: $ 0 $ 6 $ 8 $ 75 $ 2 $ 8 $ 8

Participants

2021202020192018201720162015201420132012
Total Participants:5476581412076867704909390236197028914379
Active Part.:5065307581647458448172919108612422497640
Retired Part.:51e9ad9a07e887a913ca0ab
Deceased Part.:b0daf6c42f2e8 8f21f8

Insurance

No Insurance Coverage

Providers

No Providers

Features

    4I - Severance pay.

Motor Carrier