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, Donaldson Company, Inc. Master Investment Trust is a benefit plan reported by Donaldson Company, Inc. under EIN 37-6464276 and plan number 001. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $279,001,884 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $279,001,884
- Total liabilities (EOY)
- $1,433,917
- Net assets (EOY)
- $277,567,967
- Net assets (BOY)
- $283,041,961
Income & contributions
- Total contributions
- $0
- Total income / additions
- $21,947,002
Expenses & distributions
- Benefits paid
- $26,052,270
- Administrative expenses
- $1,368,726
- Total expenses
- $27,420,996
- Net increase / (decrease)
- -$5,473,994