Allison Transmission Hourly Employee 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 Hourly Employee Savings Plan is a benefit plan reported by Allison Transmission, Inc. under EIN 26-0413897 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,762 participants and $137,180,252 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
002
Plan type
2
Location
Indianapolis, IN
Latest filing year
2023
Participants
1,762
End-of-year plan assets
$137,180,252

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,762H, C20240819130025NAL0001473521001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$137,180,252
Total liabilities (EOY)
$0
Net assets (EOY)
$137,180,252
Net assets (BOY)
$115,897,360

Income & contributions

Employer contributions
$4,719,158
Participant contributions
$8,897,436
Total contributions
$13,689,526
Total income / additions
$33,537,743

Expenses & distributions

Benefits paid
$12,072,886
Administrative expenses
$137,004
Total expenses
$12,254,851
Net increase / (decrease)
$21,282,892

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$137,004not reported in the loaded dataset2023

Related Form 5500 pages