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AM GENERAL LLC

EIN 03-0448255-defense & space-Latest filing 2024
Plans
10
Retirement
4
$462.0M assets
Welfare
6
$1.7M premiums
Participants
9,194
P.O. BOX 7025 - SOUTH BEND, IN 466347025574-237-6222amgeneral.comLinkedIn501-1000 employeesdefense & space
Plans on this EIN
10 filings
#005TraditionalDB-$151.8M - 2,525 part#012TraditionalDB-$137.0M - 1,348 part#023401k-$131.1M - 823 part#022401k-$42.1M - 641 part#510Mixed-$1.1M - 533 lives#503Mixed-$615K - 1,196 lives#502Unknown-0 lives#511Self Funded-0 lives#512Self Funded-0 lives#520Unknown-0 lives

Retirement portfolio analytics

4 plans aggregated / $462.0M assets / 5,337 participants

Assets by plan

Share of aggregate retirement assets

33%top
  • HOURLY RETIREMENT PLAN (#005)33%
  • SALARIED RETIREMENT PLAN (#012)30%
  • RETIREMENT CONTRIBUTION PLAN (#023)28%
  • CAPITAL ACCUMULATION PLAN (#022)9%
Total $462.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
72%top
  • (Not disclosed)72%
  • CHARLES SCHWAB & CO., INC.28%
Total $462.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • HOURLY RETIREMENT PLAN (#005)2,525
  • SALARIED RETIREMENT PLAN (#012)1,348
  • RETIREMENT CONTRIBUTION PLAN (#023)823
  • CAPITAL ACCUMULATION PLAN (#022)641
Total 5,337Click row to drill in

Benefits portfolio analytics

6 plans / $1.7M premiums / 1,729 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$1.0M
  • Long-term disability$400K
  • Other$231K
Total $1.7M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA91%
  • ANTHEM LIFE INSURANCE COMPANY8%
  • HARTFORD LIFE AND ACCIDENT0%
Total $1.7M3 slices

Broker market share

Schedule A broker compensation

Split broker
82%top
  • GIBSON INSURANCE AGENCY, INC.82%
  • MERCER HEALTH AND BENEFITS, LLC18%
Total $156K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#005

AM GENERAL HOURLY RETIREMENT PLAN

TraditionalDB

Assets$151.8M
Participants2,525
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#012

AM GENERAL SALARIED RETIREMENT PLAN

TraditionalDB

Assets$137.0M
Participants1,348
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#023

AM GENERAL CAPITAL ACCUMULATION AND EMPLOYER RETIREMENT CONTRIBUTION PLAN

401k

Assets$131.1M
Participants823
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#022

AM GENERAL HOURLY CAPITAL ACCUMULATION PLAN

401k

Assets$42.1M
Participants641
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

AM GENERAL SALARIED GROUP INSURANCE PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$1.1M
Covered lives533
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

AM GENERAL GROUP INSURANCE PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$615K
Covered lives1,196
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

AMG - UAW LOCAL NO 5 SUPPLEMENTAL UNEMPLOYMENT BENEFIT PLAN

Unknown

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#511

AM GENERAL BENEFIT BANK AND CAFETERIA PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#512

AM GENERAL SALARY CONTINUATION PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#520

SALARIED SUPPLEMENTAL UNEMPLOYMENT BENEFIT PLAN

Unknown

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
005AM GENERAL HOURLY RETIREMENT PLANTraditionalDB$151.8M2,5252024
012AM GENERAL SALARIED RETIREMENT PLANTraditionalDB$137.0M1,3482024
023AM GENERAL CAPITAL ACCUMULATION AND EMPLOYER RETIREMENT CONTRIBUTION PLAN401k$131.1M8232024
022AM GENERAL HOURLY CAPITAL ACCUMULATION PLAN401k$42.1M6412024

Welfare plans6

Plan #NameFundingCarrierPremiumsCoveredLatest year
510AM GENERAL SALARIED GROUP INSURANCE PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$1.1M5332024
503AM GENERAL GROUP INSURANCE PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$615K1,1962024
502AMG - UAW LOCAL NO 5 SUPPLEMENTAL UNEMPLOYMENT BENEFIT PLANUnknown-$002024
511AM GENERAL BENEFIT BANK AND CAFETERIA PLANSelf Funded-$002024
512AM GENERAL SALARY CONTINUATION PLANSelf Funded-$002024
520SALARIED SUPPLEMENTAL UNEMPLOYMENT BENEFIT PLANUnknown-$002024
Retirement plans
Welfare plans
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