2023 Form 5500 filing — Cummins Pension Plan
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 20241011070256NAL0010681075001) for Cummins Pension Plan, reported by Cummins Inc. under EIN 35-0257090 and plan number 001. It reports 42,076 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011070256NAL0010681075001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cummins Inc.
- EIN
- 35-0257090
- Plan number
- 001
- Location
- Columbus, IN
- Participants
- 42,076
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,321,162,584
- Total liabilities (EOY)
- $58,392,614
- Net assets (EOY)
- $3,262,769,970
- Participant contributions
- $42,145
- Total income / additions
- $226,516,120
- Benefits paid
- $161,034,155
- Administrative expenses
- $13,083,755
- Total expenses
- $174,117,910
- Net increase / (decrease)
- $52,398,210
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alight Solutions LLC | NONE KNOWN | $3,018,882 | $0 |
| The Northern Trust Company | NONE KNOWN | $1,009,956 | $0 |
| Ubs Global Asset Management | NONE KNOWN | $911,103 | not reported in the loaded dataset |
| Reams Asset Management Company, LLC | NONE KNOWN | $783,548 | not reported in the loaded dataset |
| Parametric Portfolio Associates LLC | NONE KNOWN | $736,416 | not reported in the loaded dataset |
| Willis Towers Watson Us LLC | NONE KNOWN | $713,445 | not reported in the loaded dataset |
| Aon Investments Usa Inc. | NONE KNOWN | $699,039 | not reported in the loaded dataset |
| Walter Scott & Partners Limited | NONE KNOWN | $449,637 | not reported in the loaded dataset |
| Sidley Austin Llp | NONE KNOWN | $207,868 | not reported in the loaded dataset |
| Andersen Tax LLC | NONE KNOWN | $114,300 | not reported in the loaded dataset |
| Blue And Co., LLC | NONE KNOWN | $112,500 | not reported in the loaded dataset |
| Herronpalmer LLC | NONE KNOWN | $105,524 | not reported in the loaded dataset |
| Populus Group | NONE KNOWN | $70,822 | not reported in the loaded dataset |
| Cummins Inc | EMPLOYER | $57,744 | not reported in the loaded dataset |
| Constitution Capital Fund Admin, Lp | NONE KNOWN | $0 | $31,956 |
| Bloomberg Finance Lp | NONE KNOWN | $24,660 | not reported in the loaded dataset |
| William Blair Investment Mngmt, LLC | NONE KNOWN | $17,913 | not reported in the loaded dataset |
| Plante & Moran, Pllc | NONE KNOWN | $5,600 | not reported in the loaded dataset |