Cummins Pension Plan — Form 5500 plan (Cummins Inc.)
Plain-English plan 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, Cummins Pension Plan is a benefit plan reported by Cummins Inc. under EIN 35-0257090 and plan number 001. The latest loaded filing year is 2023. The filing reports 42,076 participants and $3,321,162,584 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cummins Inc.
- EIN
- 35-0257090
- Plan number
- 001
- Plan type
- 2
- Location
- Columbus, IN
- Latest filing year
- 2023
- Participants
- 42,076
- End-of-year plan assets
- $3,321,162,584
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 42,076 | H, C | 20241011070256NAL0010681075001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,321,162,584
- Total liabilities (EOY)
- $58,392,614
- Net assets (EOY)
- $3,262,769,970
- Net assets (BOY)
- $3,210,371,760
Income & contributions
- Participant contributions
- $42,145
- Total contributions
- $42,145
- Total income / additions
- $226,516,120
Expenses & distributions
- Benefits paid
- $161,034,155
- Administrative expenses
- $13,083,755
- Total expenses
- $174,117,910
- Net increase / (decrease)
- $52,398,210
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alight Solutions LLC | NONE KNOWN | $3,018,882 | $0 | 2023 |
| The Northern Trust Company | NONE KNOWN | $1,009,956 | $0 | 2023 |
| Ubs Global Asset Management | NONE KNOWN | $911,103 | not reported in the loaded dataset | 2023 |
| Reams Asset Management Company, LLC | NONE KNOWN | $783,548 | not reported in the loaded dataset | 2023 |
| Parametric Portfolio Associates LLC | NONE KNOWN | $736,416 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson Us LLC | NONE KNOWN | $713,445 | not reported in the loaded dataset | 2023 |
| Aon Investments Usa Inc. | NONE KNOWN | $699,039 | not reported in the loaded dataset | 2023 |
| Walter Scott & Partners Limited | NONE KNOWN | $449,637 | not reported in the loaded dataset | 2023 |
| Sidley Austin Llp | NONE KNOWN | $207,868 | not reported in the loaded dataset | 2023 |
| Andersen Tax LLC | NONE KNOWN | $114,300 | not reported in the loaded dataset | 2023 |
| Blue And Co., LLC | NONE KNOWN | $112,500 | not reported in the loaded dataset | 2023 |
| Herronpalmer LLC | NONE KNOWN | $105,524 | not reported in the loaded dataset | 2023 |
| Populus Group | NONE KNOWN | $70,822 | not reported in the loaded dataset | 2023 |
| Cummins Inc | EMPLOYER | $57,744 | not reported in the loaded dataset | 2023 |
| Constitution Capital Fund Admin, Lp | NONE KNOWN | $0 | $31,956 | 2023 |
| Bloomberg Finance Lp | NONE KNOWN | $24,660 | not reported in the loaded dataset | 2023 |
| William Blair Investment Mngmt, LLC | NONE KNOWN | $17,913 | not reported in the loaded dataset | 2023 |
| Plante & Moran, Pllc | NONE KNOWN | $5,600 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cummins Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Columbus, IN
- Alight Solutions LLC — Schedule C compensation
- The Northern Trust Company — Schedule C compensation
- Ubs Global Asset Management — Schedule C compensation
- Reams Asset Management Company, LLC — Schedule C compensation
- Parametric Portfolio Associates LLC — Schedule C compensation
- Willis Towers Watson Us LLC — Schedule C compensation
- Aon Investments Usa Inc. — Schedule C compensation
- Walter Scott & Partners Limited — Schedule C compensation
- Sidley Austin Llp — Schedule C compensation
- Andersen Tax LLC — Schedule C compensation
- Blue And Co., LLC — Schedule C compensation
- Herronpalmer LLC — Schedule C compensation
- Populus Group — Schedule C compensation
- Cummins Inc — Schedule C compensation
- Constitution Capital Fund Admin, Lp — Schedule C compensation
- Bloomberg Finance Lp — Schedule C compensation
- William Blair Investment Mngmt, LLC — Schedule C compensation
- Plante & Moran, Pllc — Schedule C compensation