2023 Form 5500 filing — Oshkosh Corporation And Affiliates Tax Deferred Investment 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 20241014082117NAL0014640867001) for Oshkosh Corporation And Affiliates Tax Deferred Investment Plan, reported by Oshkosh Corporation under EIN 39-0520270 and plan number 003. It reports 13,409 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014082117NAL0014640867001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Oshkosh Corporation
- EIN
- 39-0520270
- Plan number
- 003
- Location
- Oshkosh, WI
- Participants
- 13,409
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,764,985,534
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,764,985,534
- Employer contributions
- $52,360,894
- Participant contributions
- $86,960,504
- Total income / additions
- $444,696,920
- Benefits paid
- $160,644,881
- Administrative expenses
- $1,203,909
- Total expenses
- $162,223,790
- Net increase / (decrease)
- $282,473,130
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | NONE | $618,455 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | NONE | $583,488 | $0 |