Plan5500

Am General Hourly Retirement Plan — Form 5500 plan (Am General LLC)

Plain-English plan 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, Am General Hourly Retirement Plan is a benefit plan reported by Am General LLC under EIN 03-0448255 and plan number 005. The latest loaded filing year is 2023. The filing reports 2,309 participants and $150,749,635 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Am General LLC
EIN
03-0448255
Plan number
005
Plan type
2
Location
South Bend, IN
Latest filing year
2023
Participants
2,309
End-of-year plan assets
$150,749,635

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,309H, C20241015063837NAL0015912051001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$150,749,635
Total liabilities (EOY)
$92,432
Net assets (EOY)
$150,657,203
Net assets (BOY)
$146,010,567

Income & contributions

Total contributions
$0
Total income / additions
$17,564,110

Expenses & distributions

Benefits paid
$11,666,812
Administrative expenses
$1,250,662
Total expenses
$12,917,474
Net increase / (decrease)
$4,646,636

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mercer Investments LLCNONE$268,875$02023
The Bank Of New York MellonNONE$90,992not reported in the loaded dataset2023
Mercer (Us), IncNONE$82,987not reported in the loaded dataset2023

Related Form 5500 pages