Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
ALLISON TRANSMISSION, INC.
EIN 26-0413897automotiveLatest filing 2025
Plans
6
Retirement
4
$791.4M assets
Welfare
2
$6.5M premiums
Participants
8,666
ONE ALLISON WAY - INDIANAPOLIS, IN 462223271317-242-3561allisontransmission.comLinkedIn1001-5000 employeesautomotive
Retirement portfolio analytics
4 plans aggregated / $791.4M assets / 5,541 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
83%top
- (Not disclosed)83%
- PRINCIPAL LIFE INSURANCE COMPANY17%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $6.5M premiums / 3,024 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$6.2M
- Other$5.6M
- Long-term disability$5.4M
Carrier market share
Premium dollars by Schedule A carrier
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%
Broker market share
Schedule A broker compensation
97%top
- AP BENEFIT ADVISORS, LLC97%
- MERCER HEALTH AND BENEFITS, LLC3%
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$463.6M
Participants2,261
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$189.8M
Participants1,871
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$86.9M
Participants1,122
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$51.1M
Participants287
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$3.6M
Covered lives1,386
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$2.9M
Covered lives1,638
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans4
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ALLISON TRANSMISSION EMPLOYEE RETIREMENT SAVINGS PLAN | 401k | $463.6M | 2,261 | 2025 | |
| 002 | ALLISON TRANSMISSION HOURLY EMPLOYEE SAVINGS PLAN | 401k | $189.8M | 1,871 | 2025 | |
| 004 | ALLISON TRANSMISSION HOURLY-RATE EMPLOYEES PENSION PLAN | TraditionalDB | $86.9M | 1,122 | 2025 | |
| 003 | ALLISON TRANSMISSION RETIREMENT PROGRAM FOR SALARIED EMPLOYEES | CashBalance | $51.1M | 287 | 2025 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ALLISON TRANSMISSION, INC. EMPLOYEE BENEFIT PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $3.6M | 1,386 | 2025 | |
| 502 | ALLISON TRANSMISSION INC. HOURLY EMPLOYEE BENEFIT PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $2.9M | 1,638 | 2025 |
Retirement plans
Welfare plans