2023 Form 5500 filing — Caterpillar Rail Division Retirement Savings Plan For Collectively Bargained Employees
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240730194114NAL0021561777001) for Caterpillar Rail Division Retirement Savings Plan For Collectively Bargained Employees, reported by Progress Rail Locomotive Inc. under EIN 20-1932740 and plan number 002. It reports 342 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730194114NAL0021561777001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Progress Rail Locomotive Inc.
- EIN
- 20-1932740
- Plan number
- 002
- Location
- Lagrange, IL
- Participants
- 342
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,656,716
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,656,716
- Employer contributions
- $88,227
- Participant contributions
- $128,141
- Total income / additions
- $2,734,841
- Benefits paid
- $3,244,306
- Administrative expenses
- $24,081
- Total expenses
- $3,268,387
- Net increase / (decrease)
- -$533,546
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alight Financial Advisors, LLC | NONE | $7,610 | not reported in the loaded dataset |
| Alight Solutions LLC | NONE | $5,583 | $0 |