Plan5500

Allison Transmission Master Trust — 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 Master Trust is a benefit plan reported by Allison Transmission, Inc. under EIN 26-0413897 and plan number 005. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $464,134,286 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
005
Plan type
4
Location
Indianapolis, IN
Latest filing year
2023
Participants
not reported in the loaded dataset
End-of-year plan assets
$464,134,286

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH, C20240819123729NAL0001464817001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$464,134,286
Total liabilities (EOY)
$80,036
Net assets (EOY)
$464,054,250
Net assets (BOY)
$380,679,763

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total contributions
$0
Total income / additions
$72,932,166

Expenses & distributions

Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$72,932,166

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$0$02023

Related Form 5500 pages