Caterpillar Rail Division Retirement Savings Plan For Collectively Bargained Employees — Form 5500 plan (Progress Rail Locomotive Inc.)
Plain-English plan 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, Caterpillar Rail Division Retirement Savings Plan For Collectively Bargained Employees is a benefit plan reported by Progress Rail Locomotive Inc. under EIN 20-1932740 and plan number 002. The latest loaded filing year is 2023. The filing reports 342 participants and $16,656,716 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Progress Rail Locomotive Inc.
- EIN
- 20-1932740
- Plan number
- 002
- Plan type
- 2
- Location
- Lagrange, IL
- Latest filing year
- 2023
- Participants
- 342
- End-of-year plan assets
- $16,656,716
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 342 | H, C | 20240730194114NAL0021561777001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,656,716
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,656,716
- Net assets (BOY)
- $17,190,262
Income & contributions
- Employer contributions
- $88,227
- Participant contributions
- $128,141
- Total contributions
- $216,368
- Total income / additions
- $2,734,841
Expenses & distributions
- Benefits paid
- $3,244,306
- Administrative expenses
- $24,081
- Total expenses
- $3,268,387
- Net increase / (decrease)
- -$533,546
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alight Financial Advisors, LLC | NONE | $7,610 | not reported in the loaded dataset | 2023 |
| Alight Solutions LLC | NONE | $5,583 | $0 | 2023 |