2023 Form 5500 filing — Oshkosh Corporation Hourly Employees' Retirement Plan
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 20241010175151NAL0021553921001) for Oshkosh Corporation Hourly Employees' Retirement Plan, reported by Oshkosh Corporation under EIN 39-0520270 and plan number 002. It reports 2,436 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010175151NAL0021553921001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Oshkosh Corporation
- EIN
- 39-0520270
- Plan number
- 002
- Location
- Oshkosh, WI
- Participants
- 2,436
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $155,414,038
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $155,414,038
- Total income / additions
- $21,190,140
- Benefits paid
- $6,235,548
- Administrative expenses
- $1,603,027
- Total expenses
- $7,838,575
- Net increase / (decrease)
- $13,351,565
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aon Hewitt Associates | NONE | $290,979 | not reported in the loaded dataset |
| Systematic Financial Management | NONE | $147,105 | not reported in the loaded dataset |
| Earnest Partners | NONE | $121,033 | not reported in the loaded dataset |
| Diamond Hill Capital Management Inc | NONE | $75,595 | not reported in the loaded dataset |
| Robert W. Baird | NONE | $72,611 | not reported in the loaded dataset |
| Principal Bank | NONE | $69,656 | not reported in the loaded dataset |