Cnh Industrial U.S. Retiree Medical Savings Account 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. Retiree Medical Savings Account Plan is a benefit plan reported by Case New Holland Industrial Inc. under EIN 39-1982756 and plan number 502. The latest loaded filing year is 2023. The filing reports 5,459 participants and $18,352,837 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$18.4MPlan net assets, end of year$18,352,837
Participants5.5KCovered participants reported5,459
Assets / participant$3.4KComputed: assets ÷ participants$3,362 (computed)
Provider compensationNone reported
Plan sponsor
Case New Holland Industrial Inc.
EIN
39-1982756
Plan number
502
Plan type
2
Location
Racine, WI
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235,459H20241027194257NAL0001777139001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$18.4M total assets
Net assets$18.4MLiabilities$0
Money in vs. money out
Total income / additions$5.1M
Total expenses$4.1M
Benefits paid / distributions$4.1M
Contributions
Employer$2.3M
Participant$651K
Full reported line items

Net assets

Total assets (EOY)
$18,352,837
Total liabilities (EOY)
$0
Net assets (EOY)
$18,352,837
Net assets (BOY)
$17,406,586

Income & contributions

Employer contributions
$2,291,906
Participant contributions
$650,994
Total contributions
$2,942,900
Total income / additions
$5,063,190

Expenses & distributions

Benefits paid
$4,116,939
Administrative expenses
$0
Total expenses
$4,116,939
Net increase / (decrease)
$946,251
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 78%Participant 22%
Total expenses ÷ net assets22%Computed ratio
Benefits paid ÷ total income81%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages