Allison Transmission Employee Retirement Savings Plan — Form 5500 plan (Allison Transmission, 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, Allison Transmission Employee Retirement Savings Plan is a benefit plan reported by Allison Transmission, Inc. under EIN 26-0413897 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,955 participants and $335,782,407 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Allison Transmission, Inc.
EIN
26-0413897
Plan number
001
Plan type
2
Location
Indianapolis, IN
Latest filing year
2023
Participants
1,955
End-of-year plan assets
$335,782,407

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,955H, C20240819131336NAL0001603281001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$335,782,407
Total liabilities (EOY)
$0
Net assets (EOY)
$335,782,407
Net assets (BOY)
$272,500,193

Income & contributions

Employer contributions
$13,481,685
Participant contributions
$16,090,018
Total contributions
$34,173,871
Total income / additions
$87,711,701

Expenses & distributions

Benefits paid
$24,338,871
Administrative expenses
$66,390
Total expenses
$24,429,487
Net increase / (decrease)
$63,282,214

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$66,390not reported in the loaded dataset2023

Related Form 5500 pages