Plan5500

Allison Transmission Retirement Program For Salaried Employees — 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 Retirement Program For Salaried Employees is a benefit plan reported by Allison Transmission, Inc. under EIN 26-0413897 and plan number 003. The latest loaded filing year is 2023. The filing reports 669 participants and $53,490,174 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
003
Plan type
2
Location
Indianapolis, IN
Latest filing year
2023
Participants
669
End-of-year plan assets
$53,490,174

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023669H, C20250710122815NAL0008693504001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$53,490,174
Total liabilities (EOY)
$0
Net assets (EOY)
$53,490,174
Net assets (BOY)
$75,315,639

Income & contributions

Employer contributions
$3,000,000
Participant contributions
$0
Total contributions
$3,000,000
Total income / additions
$12,958,090

Expenses & distributions

Benefits paid
$34,499,766
Administrative expenses
$283,789
Total expenses
$34,783,555
Net increase / (decrease)
-$21,825,465

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Slc ManagementNONE$123,365not reported in the loaded dataset2023
Principal Trust CompanyNONE$54,274not reported in the loaded dataset2023
Capfinancial Partners, LLCNONE$41,625not reported in the loaded dataset2023

Related Form 5500 pages