2023 Form 5500 filing — Donaldson Company, Inc. Master Investment Trust
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 20250415141423NAL0001545619001) for Donaldson Company, Inc. Master Investment Trust, reported by Donaldson Company, Inc. under EIN 37-6464276 and plan number 001. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415141423NAL0001545619001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Donaldson Company, Inc.
- EIN
- 37-6464276
- Plan number
- 001
- Location
- Minneapolis, MN
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $279,001,884
- Total liabilities (EOY)
- $1,433,917
- Net assets (EOY)
- $277,567,967
- Total income / additions
- $21,947,002
- Benefits paid
- $26,052,270
- Administrative expenses
- $1,368,726
- Total expenses
- $27,420,996
- Net increase / (decrease)
- -$5,473,994
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wellington Trust Company | NONE | $217,525 | not reported in the loaded dataset |