Plan5500

Retiree Health Reimbursement Arrangement — 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, Retiree Health Reimbursement Arrangement is a benefit plan reported by Case New Holland Industrial Inc. under EIN 39-1982756 and plan number 504. The latest loaded filing year is 2023. The filing reports 4,297 participants and $8,554,000 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
504
Plan type
2
Location
Racine, WI
Latest filing year
2023
Participants
4,297
End-of-year plan assets
$8,554,000

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,297H, C20241014154929NAL0054286386001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,554,000
Total liabilities (EOY)
$53,830
Net assets (EOY)
$8,500,170
Net assets (BOY)
$8,375,852

Income & contributions

Employer contributions
$2,477,545
Total contributions
$2,477,545
Total income / additions
$3,350,545

Expenses & distributions

Benefits paid
$2,792,560
Administrative expenses
$85,667
Total expenses
$2,878,227
Net increase / (decrease)
$472,318

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Willis Towers Watson Us LLCNONE$43,059not reported in the loaded dataset2023
CroweNONE$31,003not reported in the loaded dataset2023
Extend Health, LLCNONE$11,605not reported in the loaded dataset2023

Related Form 5500 pages