Caterpillar Inc. Retiree Benefit Program — Form 5500 plan (Caterpillar 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, Caterpillar Inc. Retiree Benefit Program is a benefit plan reported by Caterpillar Inc. under EIN 37-0602744 and plan number 501. The latest loaded filing year is 2023. The filing reports 18,018 participants and $111,781,898 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Caterpillar Inc.
- EIN
- 37-0602744
- Plan number
- 501
- Plan type
- 2
- Location
- Irving, TX
- Latest filing year
- 2023
- Participants
- 18,018
- End-of-year plan assets
- $111,781,898
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 18,018 | H, C | 20241003150352NAL0005801763001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $111,781,898
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $111,781,898
- Net assets (BOY)
- $116,563,679
Income & contributions
- Employer contributions
- $132,346,111
- Participant contributions
- $11,349,996
- Total contributions
- $143,705,084
- Total income / additions
- $152,034,641
Expenses & distributions
- Benefits paid
- $156,600,977
- Administrative expenses
- $215,445
- Total expenses
- $156,816,422
- Net increase / (decrease)
- -$4,781,781
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alight Solutions | NONE | $93,278 | not reported in the loaded dataset | 2023 |
| Blue Cross Blue Shield Of Illinois | NONE | $70,016 | not reported in the loaded dataset | 2023 |
| United Health Care Ins Srvcs Inc | NONE | $19,838 | $0 | 2023 |
| Luminare Health Benefits, Inc | NONE | $18,854 | not reported in the loaded dataset | 2023 |
| Cigna Health And Life Ins Co | NONE | $10,158 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Caterpillar Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Irving, TX
- Alight Solutions — Schedule C compensation
- Blue Cross Blue Shield Of Illinois — Schedule C compensation
- United Health Care Ins Srvcs Inc — Schedule C compensation
- Luminare Health Benefits, Inc — Schedule C compensation
- Cigna Health And Life Ins Co — Schedule C compensation