Cummins Inc. Master Retirement Savings Trust — Form 5500 plan (Cummins 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, Cummins Inc. Master Retirement Savings Trust is a benefit plan reported by Cummins Inc. under EIN 23-2662529 and plan number 102. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $5,164,537,976 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cummins Inc.
- EIN
- 23-2662529
- Plan number
- 102
- Plan type
- 4
- Location
- Columbus, IN
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $5,164,537,976
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20240920062529NAL0007431217001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,164,537,976
- Total liabilities (EOY)
- $1,068,551
- Net assets (EOY)
- $5,163,469,425
- Net assets (BOY)
- $4,444,828,846
Income & contributions
- Total contributions
- $0
- Total income / additions
- $748,269,125
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $3,012,785
- Total expenses
- $3,012,785
- Net increase / (decrease)
- $745,256,340
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alight Solutions LLC | NONE KNOWN | $2,042,839 | $0 | 2023 |
| J.P. Morgan Investment Mgmt, Inc. | NONE KNOWN | $639,855 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | NONE KNOWN | $247,816 | $0 | 2023 |
| The Northern Trust Company | NONE KNOWN | $109,655 | $0 | 2023 |
| Loomis Sayles Trust Company | NONE KNOWN | $0 | $13,973 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cummins Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Columbus, IN
- Alight Solutions LLC — Schedule C compensation
- J.P. Morgan Investment Mgmt, Inc. — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- The Northern Trust Company — Schedule C compensation
- Loomis Sayles Trust Company — Schedule C compensation