2023 Form 5500 filing — Caterpillar Inc. Retiree Benefit Program
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 20241003150352NAL0005801763001) for Caterpillar Inc. Retiree Benefit Program, reported by Caterpillar Inc. under EIN 37-0602744 and plan number 501. It reports 18,018 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003150352NAL0005801763001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Caterpillar Inc.
- EIN
- 37-0602744
- Plan number
- 501
- Location
- Irving, TX
- Participants
- 18,018
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $111,781,898
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $111,781,898
- Employer contributions
- $132,346,111
- Participant contributions
- $11,349,996
- Total income / additions
- $152,034,641
- Benefits paid
- $156,600,977
- Administrative expenses
- $215,445
- Total expenses
- $156,816,422
- Net increase / (decrease)
- -$4,781,781
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alight Solutions | NONE | $93,278 | not reported in the loaded dataset |
| Blue Cross Blue Shield Of Illinois | NONE | $70,016 | not reported in the loaded dataset |
| United Health Care Ins Srvcs Inc | NONE | $19,838 | $0 |
| Luminare Health Benefits, Inc | NONE | $18,854 | not reported in the loaded dataset |
| Cigna Health And Life Ins Co | NONE | $10,158 | $0 |