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| Plan Name | ALLISON, INC. WRAP BENEFIT PLAN |
| Plan identification number | 501 |
| 401k Plan Type | Welfare Benefit |
| Plan Features/Benefits |
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| Company Name: | ALLISON, INC. |
| Employer identification number (EIN): | 232031046 |
| NAIC Classification: | 238900 |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 501 | 2022-06-01 | KENDRA BROWN | 2023-09-29 | ||
| 501 | 2013-06-01 | STEVE SIMMS | |||
| 501 | 2013-06-01 | KENDRA BROWN | 2023-10-13 | ||
| 501 | 2012-06-01 | STEVE SIMMS |
| Measure | Date | Value |
|---|---|---|
| 2022: ALLISON, INC. WRAP BENEFIT PLAN 2022 401k membership | ||
| Total participants, beginning-of-year | 2022-06-01 | 125 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-06-01 | 109 |
| Number of retired or separated participants receiving benefits | 2022-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-06-01 | 0 |
| Total of all active and inactive participants | 2022-06-01 | 109 |
| Number of employers contributing to the scheme | 2022-06-01 | 0 |
| 2013: ALLISON, INC. WRAP BENEFIT PLAN 2013 401k membership | ||
| Total participants, beginning-of-year | 2013-06-01 | 214 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-06-01 | 218 |
| Number of retired or separated participants receiving benefits | 2013-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-06-01 | 0 |
| Total of all active and inactive participants | 2013-06-01 | 218 |
| Number of employers contributing to the scheme | 2013-06-01 | 0 |
| 2012: ALLISON, INC. WRAP BENEFIT PLAN 2012 401k membership | ||
| Total participants, beginning-of-year | 2012-06-01 | 58 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-06-01 | 214 |
| Number of retired or separated participants receiving benefits | 2012-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-06-01 | 0 |
| Total of all active and inactive participants | 2012-06-01 | 214 |
| 2022: ALLISON, INC. WRAP BENEFIT PLAN 2022 form 5500 responses | ||
|---|---|---|
| 2022-06-01 | Type of plan entity | Single employer plan |
| 2022-06-01 | Plan funding arrangement – Insurance | Yes |
| 2022-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2022-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-06-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2013: ALLISON, INC. WRAP BENEFIT PLAN 2013 form 5500 responses | ||
| 2013-06-01 | Type of plan entity | Single employer plan |
| 2013-06-01 | Submission has been amended | No |
| 2013-06-01 | This submission is the final filing | No |
| 2013-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-06-01 | Plan is a collectively bargained plan | No |
| 2013-06-01 | Plan funding arrangement – Insurance | Yes |
| 2013-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: ALLISON, INC. WRAP BENEFIT PLAN 2012 form 5500 responses | ||
| 2012-06-01 | Type of plan entity | Single employer plan |
| 2012-06-01 | First time form 5500 has been submitted | Yes |
| 2012-06-01 | Submission has been amended | No |
| 2012-06-01 | This submission is the final filing | No |
| 2012-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-06-01 | Plan is a collectively bargained plan | No |
| 2012-06-01 | Plan funding arrangement – Insurance | Yes |
| 2012-06-01 | Plan benefit arrangement – Insurance | Yes |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) | |||||||||||||||||||||||||||||||||||||
| Policy contract number | 526928 | ||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||
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| GEISINGER QUALITY OPTIONS, INC. (National Association of Insurance Commissioners NAIC id number: 12743 ) | |||||||||||||||||||||||||||||||||||||
| Policy contract number | 113829 | ||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||
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| GEISINGER QUALITY OPTIONS, INC (National Association of Insurance Commissioners NAIC id number: 95923 ) | |||||||||||||||||||||||||||||||||||||
| Policy contract number | 116628 | ||||||||||||||||||||||||||||||||||||
| Policy instance | 2 | ||||||||||||||||||||||||||||||||||||
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