Cnh Industrial U.S. Pension Plan — Form 5500 plan (Case New Holland Industrial 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, Cnh Industrial U.S. Pension Plan is a benefit plan reported by Case New Holland Industrial Inc. under EIN 39-1982756 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,683 participants and $161,472,000 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Case New Holland Industrial Inc.
- EIN
- 39-1982756
- Plan number
- 001
- Plan type
- 2
- Location
- Racine, WI
- Latest filing year
- 2023
- Participants
- 1,683
- End-of-year plan assets
- $161,472,000
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,683 | H, C | 20241011090304NAL0010750819001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $161,472,000
- Total liabilities (EOY)
- $400,000
- Net assets (EOY)
- $161,072,000
- Net assets (BOY)
- $158,302,000
Income & contributions
- Total contributions
- $0
- Total income / additions
- $8,696,000
Expenses & distributions
- Benefits paid
- $4,042,000
- Administrative expenses
- $1,884,000
- Total expenses
- $5,926,000
- Net increase / (decrease)
- $2,770,000
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cnh America LLC | NONE | $861,552 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson Us LLC | NONE | $477,156 | not reported in the loaded dataset | 2023 |
| Towers Watson Investment Services | NONE | $128,328 | not reported in the loaded dataset | 2023 |
| Crowe Llp | NONE | $80,975 | not reported in the loaded dataset | 2023 |
| Irm | NONE | $53,992 | not reported in the loaded dataset | 2023 |
| Reinhart, Boerner, Vandeuren S.C | NONE | $53,348 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | CUSTODIAN | $17,609 | $0 | 2023 |
| Blackrock | NONE | $8,468 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Case New Holland Industrial Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Racine, WI
- Cnh America LLC — Schedule C compensation
- Willis Towers Watson Us LLC — Schedule C compensation
- Towers Watson Investment Services — Schedule C compensation
- Crowe Llp — Schedule C compensation
- Irm — Schedule C compensation
- Reinhart, Boerner, Vandeuren S.C — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Blackrock — Schedule C compensation