2023 Form 5500 filing — Allison Transmission Retirement Program For Salaried Employees
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 20250710122815NAL0008693504001) for Allison Transmission Retirement Program For Salaried Employees, reported by Allison Transmission, Inc. under EIN 26-0413897 and plan number 003. It reports 669 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250710122815NAL0008693504001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Allison Transmission, Inc.
- EIN
- 26-0413897
- Plan number
- 003
- Location
- Indianapolis, IN
- Participants
- 669
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $53,490,174
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $53,490,174
- Employer contributions
- $3,000,000
- Participant contributions
- $0
- Total income / additions
- $12,958,090
- Benefits paid
- $34,499,766
- Administrative expenses
- $283,789
- Total expenses
- $34,783,555
- Net increase / (decrease)
- -$21,825,465
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Slc Management | NONE | $123,365 | not reported in the loaded dataset |
| Principal Trust Company | NONE | $54,274 | not reported in the loaded dataset |
| Capfinancial Partners, LLC | NONE | $41,625 | not reported in the loaded dataset |