2023 Form 5500 filing — Cnh Industrial U.S. Retiree Medical Savings Account 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 20241027194257NAL0001777139001) for Cnh Industrial U.S. Retiree Medical Savings Account Plan, reported by Case New Holland Industrial Inc. under EIN 39-1982756 and plan number 502. It reports 5,459 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$18.4MReported net assets$18,352,837
Participants5.5K5,459
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241027194257NAL0001777139001
Plan sponsor
Case New Holland Industrial Inc.
EIN
39-1982756
Plan number
502
Location
Racine, WI
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$18.4M total assets
Net assets$18.4MLiabilities$0
Money in vs. money out
Total income / additions$5.1M
Total expenses$4.1M
Benefits paid / distributions$4.1M
Contributions
Employer$2.3M
Participant$651K
Full reported line items
Total assets (EOY)
$18,352,837
Total liabilities (EOY)
$0
Net assets (EOY)
$18,352,837
Employer contributions
$2,291,906
Participant contributions
$650,994
Total income / additions
$5,063,190
Benefits paid
$4,116,939
Administrative expenses
$0
Total expenses
$4,116,939
Net increase / (decrease)
$946,251

Related Form 5500 pages