Plan5500

Am General LLC Uaw Retirement Income Plan — Form 5500 plan (Am General LLC)

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, Am General LLC Uaw Retirement Income Plan is a benefit plan reported by Am General LLC under EIN 03-0448255 and plan number 001. The latest loaded filing year is 2023. The filing reports 185 participants and $8,482,057 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Am General LLC
EIN
03-0448255
Plan number
001
Plan type
2
Location
South Bend, IN
Latest filing year
2023
Participants
185
End-of-year plan assets
$8,482,057

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023185H, C20241015064455NAL0014169235001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,482,057
Total liabilities (EOY)
$10,522
Net assets (EOY)
$8,471,535
Net assets (BOY)
$8,507,074

Income & contributions

Total contributions
$0
Total income / additions
$690,361

Expenses & distributions

Benefits paid
$637,242
Administrative expenses
$88,658
Total expenses
$725,900
Net increase / (decrease)
-$35,539

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mercer (Us), Inc.NONE$31,033not reported in the loaded dataset2023
Mercer Investments LLCNONE$16,864$02023
The Bank Of New York MellonNONE$12,861not reported in the loaded dataset2023

Related Form 5500 pages