2023 Form 5500 filing — Cummins Inc. Master Retirement Savings Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240920062529NAL0007431217001) for Cummins Inc. Master Retirement Savings Trust, reported by Cummins Inc. under EIN 23-2662529 and plan number 102. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240920062529NAL0007431217001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Cummins Inc.
- EIN
- 23-2662529
- Plan number
- 102
- Location
- Columbus, IN
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,164,537,976
- Total liabilities (EOY)
- $1,068,551
- Net assets (EOY)
- $5,163,469,425
- Total income / additions
- $748,269,125
- Benefits paid
- $0
- Administrative expenses
- $3,012,785
- Total expenses
- $3,012,785
- Net increase / (decrease)
- $745,256,340
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alight Solutions LLC | NONE KNOWN | $2,042,839 | $0 |
| J.P. Morgan Investment Mgmt, Inc. | NONE KNOWN | $639,855 | not reported in the loaded dataset |
| The Bank Of New York Mellon | NONE KNOWN | $247,816 | $0 |
| The Northern Trust Company | NONE KNOWN | $109,655 | $0 |
| Loomis Sayles Trust Company | NONE KNOWN | $0 | $13,973 |