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Companies

companyAllison Transmission, Inc.
$1.1Breported plan assets
EIN: 26-0413897Location: INPlans: 7Participants: 8,489Latest: 2023
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Plans

planAllison Transmission Master TrustFinancial statementProvider compensation2023 filing
$464.1Mreported assets (EOY)
Sponsor: Allison Transmission, Inc.EIN: 26-0413897Plan: 005Participants: not reported in the loaded datasetAssets: $464,134,286Net assets: $464.1MLocation: Indianapolis, INLatest: 2023
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planAllison Transmission Employee Retirement Savings PlanFinancial statementProvider compensation2023 filing
$335.8Mreported assets (EOY)
Sponsor: Allison Transmission, Inc.EIN: 26-0413897Plan: 001Participants: 1,955Assets: $335,782,407Net assets: $335.8MAssets / participant: $171.8KLocation: Indianapolis, INLatest: 2023
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planAllison Transmission Hourly Employee Savings PlanFinancial statementProvider compensation2023 filing
$137.2Mreported assets (EOY)
Sponsor: Allison Transmission, Inc.EIN: 26-0413897Plan: 002Participants: 1,762Assets: $137,180,252Net assets: $137.2MAssets / participant: $77.9KLocation: Indianapolis, INLatest: 2023
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planAllison Transmission Hourly-Rate Employees Pension PlanFinancial statementProvider compensation2023 filing
$90.9Mreported assets (EOY)
Sponsor: Allison Transmission, Inc.EIN: 26-0413897Plan: 004Participants: 1,142Assets: $90,949,571Net assets: $90.9MAssets / participant: $79.6KLocation: Indianapolis, INLatest: 2023
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planAllison Transmission Retirement Program For Salaried EmployeesFinancial statementProvider compensation2023 filing
$53.5Mreported assets (EOY)
Sponsor: Allison Transmission, Inc.EIN: 26-0413897Plan: 003Participants: 669Assets: $53,490,174Net assets: $53.5MAssets / participant: $80KLocation: Indianapolis, INLatest: 2023
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planAllison Transmission, Inc. Employee Benefit Plan2023 filing
Sponsor: Allison Transmission, Inc.EIN: 26-0413897Plan: 501Participants: 1,461Assets: not reported in the loaded datasetLocation: Indianapolis, INLatest: 2023
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planAllison Transmission Inc. Hourly Employee Benefit Plan2023 filing
Sponsor: Allison Transmission, Inc.EIN: 26-0413897Plan: 502Participants: 1,500Assets: not reported in the loaded datasetLocation: Indianapolis, INLatest: 2023
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Service providers

providerFidelity Investments InstitutionalCompensation reported
$1.8Breported compensation
Plans served: 10,547Direct: $1.8BIndirect: $1MLatest: 2023
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providerPrincipal Life Insurance CompanyCompensation reported
$675.5Mreported compensation
Plans served: 6,446Direct: $673.6MIndirect: $1.9MLatest: 2023
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providerEmpower Advisory Group, LLCCompensation reported
$125.3Mreported compensation
Plans served: 4,460Direct: $125.3MIndirect: $0Latest: 2023
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providerEmpower Annuity Insurance Company OCompensation reported
$228.7Mreported compensation
Plans served: 4,130Direct: $228.5MIndirect: $148.7KLatest: 2023
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providerAdp, Inc.Compensation reported
$97.6Mreported compensation
Plans served: 3,928Direct: $97.6MIndirect: $458Latest: 2023
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providerStrategic Advisors, Inc.Compensation reported
$247.8Mreported compensation
Plans served: 3,218Direct: $247.8MIndirect: $14.8KLatest: 2023
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providerEmpower Annuity Insurance CompanyCompensation reported
$186.9Mreported compensation
Plans served: 2,872Direct: $186.8MIndirect: $54.2KLatest: 2023
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providerThe Vanguard Group, Inc.Compensation reported
$187Mreported compensation
Plans served: 2,549Direct: $186.9MIndirect: $33.3KLatest: 2023
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Filings

filing2023 Form 5500 — Allison Transmission Employee Retirement Savings Plan
Sponsor: Allison Transmission, Inc.EIN: 26-0413897Plan: 001Ack ID: 20240819131336NAL0001603281001
filing2023 Form 5500 — Allison Transmission Hourly Employee Savings Plan
Sponsor: Allison Transmission, Inc.EIN: 26-0413897Plan: 002Ack ID: 20240819130025NAL0001473521001
filing2023 Form 5500 — Allison Transmission Retirement Program For Salaried Employees
Sponsor: Allison Transmission, Inc.EIN: 26-0413897Plan: 003Ack ID: 20250710122815NAL0008693504001
filing2023 Form 5500 — Allison Transmission Hourly-Rate Employees Pension Plan
Sponsor: Allison Transmission, Inc.EIN: 26-0413897Plan: 004Ack ID: 20250710123113NAL0003483715001
filing2023 Form 5500 — Allison Transmission Master Trust
Sponsor: Allison Transmission, Inc.EIN: 26-0413897Plan: 005Ack ID: 20240819123729NAL0001464817001
filing2023 Form 5500 — Allison Transmission, Inc. Employee Benefit Plan
Sponsor: Allison Transmission, Inc.EIN: 26-0413897Plan: 501Ack ID: 20240830090019NAL0008269219001
filing2023 Form 5500 — Allison Transmission Inc. Hourly Employee Benefit Plan
Sponsor: Allison Transmission, Inc.EIN: 26-0413897Plan: 502Ack ID: 20240830084803NAL0014698353001