Ab Car Rental Services Retirement Savings Plan For Bargaining Hourly Employees — Form 5500 plan (Avis Budget Group, Inc.)

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, Ab Car Rental Services Retirement Savings Plan For Bargaining Hourly Employees is a benefit plan reported by Avis Budget Group, Inc. under EIN 06-0918165 and plan number 005. The latest loaded filing year is 2023. The filing reports 4,257 participants and $74,327,650 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Avis Budget Group, Inc.
EIN
06-0918165
Plan number
005
Plan type
2
Location
Parsippany, NJ
Latest filing year
2023
Participants
4,257
End-of-year plan assets
$74,327,650

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,257H, C20241015125603NAL0029699473001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$74,327,650
Total liabilities (EOY)
$122,706
Net assets (EOY)
$74,204,944
Net assets (BOY)
$62,817,493

Income & contributions

Employer contributions
$1,404,632
Participant contributions
$5,184,307
Total contributions
$6,598,172
Total income / additions
$16,688,341

Expenses & distributions

Benefits paid
$5,473,156
Administrative expenses
$125,312
Total expenses
$5,716,907
Net increase / (decrease)
$10,971,434

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch, Pierce, Fenner And SRECORDKEEPER$110,312$02023
Clearstead Advisors, LLCCONSULTANT$15,000not reported in the loaded dataset2023

Related Form 5500 pages