2023 Form 5500 filing — Am General Hourly Retirement Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015063837NAL0015912051001) for Am General Hourly Retirement Plan, reported by Am General LLC under EIN 03-0448255 and plan number 005. It reports 2,309 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$150.7MReported net assets$150,657,203

Participants2.3K2,309

Provider compensation$442.9K3 Schedule C row(s)$442,854

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241015063837NAL0015912051001
Plan sponsor: Am General LLC
EIN: 03-0448255
Plan number: 005
Location: South Bend, IN
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$150.7M total assets

Net assets$150.7MLiabilities$92.4K

Money in vs. money out

Total income / additions$17.6M

Total expenses$12.9M

Benefits paid / distributions$11.7M

Full reported line items

Total assets (EOY): $150,749,635
Total liabilities (EOY): $92,432
Net assets (EOY): $150,657,203
Total income / additions: $17,564,110
Benefits paid: $11,666,812
Administrative expenses: $1,250,662
Total expenses: $12,917,474
Net increase / (decrease): $4,646,636

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Mercer Investments LLC$268.9K
NONE · Direct $268.9K · Indirect $0
2
The Bank Of New York Mellon$91K
NONE · Direct $91K
3
Mercer (Us), Inc$83K
NONE · Direct $83K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015063837NAL0015912051001 cover?: It is the 2023 Form 5500 filing for Am General Hourly Retirement Plan, reported by Am General LLC (EIN 03-0448255).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).