Ingersoll Rand Industrial U.S., Inc. Pension Plan — Form 5500 plan (Ingersoll Rand Industrial U.S., 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, Ingersoll Rand Industrial U.S., Inc. Pension Plan is a benefit plan reported by Ingersoll Rand Industrial U.S., Inc. under EIN 84-2172128 and plan number 021. The latest loaded filing year is 2023. The filing reports 4,887 participants and $202,911,594 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ingersoll Rand Industrial U.S., Inc.
- EIN
- 84-2172128
- Plan number
- 021
- Plan type
- 2
- Location
- Davidson, NC
- Latest filing year
- 2023
- Participants
- 4,887
- End-of-year plan assets
- $202,911,594
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,887 | H, C | 20241015093602NAL0029147729001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $202,911,594
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $202,911,594
- Net assets (BOY)
- $219,913,744
Income & contributions
- Total contributions
- $0
- Total income / additions
- $20,984,100
Expenses & distributions
- Benefits paid
- $33,681,771
- Administrative expenses
- $4,304,479
- Total expenses
- $37,986,250
- Net increase / (decrease)
- -$17,002,150
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aon Investments Usa Inc | NONE | $311,303 | not reported in the loaded dataset | 2023 |
| Jpmorgan Chase Bank, N.A. | NONE | $284,950 | $2,965 | 2023 |
| Foley & Lardner Llp | NONE | $24,450 | not reported in the loaded dataset | 2023 |
| Forvis, Llp | NONE | $20,800 | not reported in the loaded dataset | 2023 |
| Buck Global, LLC | NONE | $7,500 | not reported in the loaded dataset | 2023 |
| Milliman | NONE | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ingersoll Rand Industrial U.S., Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Davidson, NC
- Aon Investments Usa Inc — Schedule C compensation
- Jpmorgan Chase Bank, N.A. — Schedule C compensation
- Foley & Lardner Llp — Schedule C compensation
- Forvis, Llp — Schedule C compensation
- Buck Global, LLC — Schedule C compensation
- Milliman — Schedule C compensation