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  2. ALLISON TRANSMISSION, INC.
Sponsor portfolioTH

ALLISON TRANSMISSION, INC.

EIN 26-0413897-automotive-Latest filing 2024
Plans
6
Retirement
4
$704.0M assets
Welfare
2
$5.7M premiums
Participants
8,944
ONE ALLISON WAY - INDIANAPOLIS, IN 462223271317-242-3561allisontransmission.comLinkedIn1001-5000 employeesautomotive
Plans on this EIN
6 filings
#001401k-$395.8M - 2,143 part#002401k-$163.7M - 2,033 part#004TraditionalDB-$90.9M - 1,131 part#003CashBalance-$53.5M - 302 part#501Mixed-$2.9M - 1,477 lives#502Mixed-$2.8M - 1,778 lives

Retirement portfolio analytics

4 plans aggregated / $704.0M assets / 5,609 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • EMPLOYEE RETIREMENT Savings (#001)56%
  • HOURLY EMPLOYEE Savings (#002)23%
  • HOURLY-RATE EMPLOYEES PENSION (#004)13%
  • FOR SALARIED EMPLOYEES (#003)8%
Total $704.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
79%top
  • (Not disclosed)79%
  • PRINCIPAL LIFE INSURANCE COMPANY21%
Total $704.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE RETIREMENT Savings (#001)2,143
  • HOURLY EMPLOYEE Savings (#002)2,033
  • HOURLY-RATE EMPLOYEES PENSION (#004)1,131
  • FOR SALARIED EMPLOYEES (#003)302
Total 5,609Click row to drill in

Benefits portfolio analytics

2 plans / $5.7M premiums / 3,255 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$5.4M
  • Other$4.9M
  • Long-term disability$4.7M
  • Health$3K
  • Dental$3K
Total $5.7M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • METROPOLITAN LIFE INSURANCE COMPANY95%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY4%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
  • NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY0%
Total $5.7M5 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • AP BENEFIT ADVISORS, LLC97%
  • MERCER HEALTH AND BENEFITS, LLC3%
Total $66K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ALLISON TRANSMISSION EMPLOYEE RETIREMENT SAVINGS PLAN

401k

Assets$395.8M
Participants2,143
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ALLISON TRANSMISSION HOURLY EMPLOYEE SAVINGS PLAN

401k

Assets$163.7M
Participants2,033
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

ALLISON TRANSMISSION HOURLY-RATE EMPLOYEES PENSION PLAN

TraditionalDB

Assets$90.9M
Participants1,131
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

ALLISON TRANSMISSION RETIREMENT PROGRAM FOR SALARIED EMPLOYEES

CashBalance

Assets$53.5M
Participants302
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ALLISON TRANSMISSION, INC. EMPLOYEE BENEFIT PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$2.9M
Covered lives1,477
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

ALLISON TRANSMISSION INC. HOURLY EMPLOYEE BENEFIT PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$2.8M
Covered lives1,778
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
001ALLISON TRANSMISSION EMPLOYEE RETIREMENT SAVINGS PLAN401k$395.8M2,1432024
002ALLISON TRANSMISSION HOURLY EMPLOYEE SAVINGS PLAN401k$163.7M2,0332024
004ALLISON TRANSMISSION HOURLY-RATE EMPLOYEES PENSION PLANTraditionalDB$90.9M1,1312024
003ALLISON TRANSMISSION RETIREMENT PROGRAM FOR SALARIED EMPLOYEESCashBalance$53.5M3022024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ALLISON TRANSMISSION, INC. EMPLOYEE BENEFIT PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$2.9M1,4772024
502ALLISON TRANSMISSION INC. HOURLY EMPLOYEE BENEFIT PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$2.8M1,7782024
Retirement plans
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