2023 Form 5500 filing — Cnh Industrial U.S. Retirement Savings 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 20241011090700NAL0022460321001) for Cnh Industrial U.S. Retirement Savings Plan, reported by Case New Holland Industrial Inc. under EIN 39-1982756 and plan number 002. It reports 12,521 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011090700NAL0022460321001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Case New Holland Industrial Inc.
- EIN
- 39-1982756
- Plan number
- 002
- Location
- Racine, WI
- Participants
- 12,521
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,103,504,403
- Total liabilities (EOY)
- $193,783
- Net assets (EOY)
- $2,103,310,620
- Employer contributions
- $78,167,774
- Participant contributions
- $80,374,022
- Total income / additions
- $454,455,847
- Benefits paid
- $134,954,089
- Administrative expenses
- $963,716
- Total expenses
- $135,917,805
- Net increase / (decrease)
- $318,538,042
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments | RECORDKEEPER | $543,629 | $0 |
| Reinhart, Boerner Vandeuren S.C. | NONE | $119,680 | not reported in the loaded dataset |
| Willis Towers Watson Us LLC | NONE | $104,928 | not reported in the loaded dataset |
| Crowe Llp | ACCOUNTANT/AUDITOR | $68,601 | not reported in the loaded dataset |
| Towers Watson Investment Services | NONE | $47,477 | not reported in the loaded dataset |