Plan5500

Allison Transmission Hourly-Rate Employees Pension 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-Rate Employees Pension Plan is a benefit plan reported by Allison Transmission, Inc. under EIN 26-0413897 and plan number 004. The latest loaded filing year is 2023. The filing reports 1,142 participants and $90,949,571 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
004
Plan type
2
Location
Indianapolis, IN
Latest filing year
2023
Participants
1,142
End-of-year plan assets
$90,949,571

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,142H, C20250710123113NAL0003483715001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$90,949,571
Total liabilities (EOY)
$0
Net assets (EOY)
$90,949,571
Net assets (BOY)
$82,333,548

Income & contributions

Employer contributions
$1,600,000
Total contributions
$1,600,000
Total income / additions
$14,300,687

Expenses & distributions

Benefits paid
$5,301,410
Administrative expenses
$383,254
Total expenses
$5,684,664
Net increase / (decrease)
$8,616,023

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Slc ManagementNONE$152,565not reported in the loaded dataset2023
Principal Trust CompanyNONE$80,188not reported in the loaded dataset2023
Capfinancial Partners, LLCNONE$40,530not reported in the loaded dataset2023

Related Form 5500 pages