2023 Form 5500 filing — Allison Transmission Hourly Employee Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240819130025NAL0001473521001) for Allison Transmission Hourly Employee Savings Plan, reported by Allison Transmission, Inc. under EIN 26-0413897 and plan number 002. It reports 1,762 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$137.2MReported net assets$137,180,252
Participants1.8K1,762
Provider compensation$137K1 Schedule C row(s)$137,004
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240819130025NAL0001473521001
- Plan sponsor
- Allison Transmission, Inc.
- EIN
- 26-0413897
- Plan number
- 002
- Location
- Indianapolis, IN
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$137.2M total assets
Net assets$137.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $137,180,252
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $137,180,252
- Employer contributions
- $4,719,158
- Participant contributions
- $8,897,436
- Total income / additions
- $33,537,743
- Benefits paid
- $12,072,886
- Administrative expenses
- $137,004
- Total expenses
- $12,254,851
- Net increase / (decrease)
- $21,282,892
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $137,004 | not reported in the loaded dataset |