2023 Form 5500 filing — Retiree Health Reimbursement Arrangement
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 20241014154929NAL0054286386001) for Retiree Health Reimbursement Arrangement, reported by Case New Holland Industrial Inc. under EIN 39-1982756 and plan number 504. It reports 4,297 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014154929NAL0054286386001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Case New Holland Industrial Inc.
- EIN
- 39-1982756
- Plan number
- 504
- Location
- Racine, WI
- Participants
- 4,297
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,554,000
- Total liabilities (EOY)
- $53,830
- Net assets (EOY)
- $8,500,170
- Employer contributions
- $2,477,545
- Total income / additions
- $3,350,545
- Benefits paid
- $2,792,560
- Administrative expenses
- $85,667
- Total expenses
- $2,878,227
- Net increase / (decrease)
- $472,318
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $43,059 | not reported in the loaded dataset |
| Crowe | NONE | $31,003 | not reported in the loaded dataset |
| Extend Health, LLC | NONE | $11,605 | not reported in the loaded dataset |