Caterpillar Inc. Group Insurance Master Trust — Form 5500 plan (Caterpillar 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 Inc. Group Insurance Master Trust is a benefit plan reported by Caterpillar Inc. under EIN 36-6426495 and plan number 020. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $144,078,565 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Caterpillar Inc.
- EIN
- 36-6426495
- Plan number
- 020
- Plan type
- 4
- Location
- Irving, TX
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $144,078,565
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241003151123NAL0005808099001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $144,078,565
- Total liabilities (EOY)
- $80,830
- Net assets (EOY)
- $143,997,735
- Net assets (BOY)
- $102,010,724
Income & contributions
- Total contributions
- $0
- Total income / additions
- $24,302,670
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $4,507,060
- Total expenses
- $4,507,060
- Net increase / (decrease)
- $19,795,610
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Uhc Management Company | NONE | $3,501,883 | $0 | 2023 |
| Cigna Health & Life Ins Co. | NONE | $242,475 | $0 | 2023 |
| Northern Trust Company | TRUSTEE | $165,821 | $0 | 2023 |
| Jacobs Levy Equity Management | NONE | $143,710 | not reported in the loaded dataset | 2023 |
| Caterpillar Inc. | PLAN ADMINISTRATOR | $118,832 | not reported in the loaded dataset | 2023 |
| Neuberger & Berman | NONE | $90,869 | $0 | 2023 |
| United Healthcare Insurance Company | NONE | $79,504 | $0 | 2023 |
| Mar Vista Investment Partners | NONE | $75,361 | $0 | 2023 |
| Western Asset Management Co | NONE | $55,813 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson | NONE | $20,000 | not reported in the loaded dataset | 2023 |
| Kpmg | NONE | $6,035 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Caterpillar Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Irving, TX
- Uhc Management Company — Schedule C compensation
- Cigna Health & Life Ins Co. — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Jacobs Levy Equity Management — Schedule C compensation
- Caterpillar Inc. — Schedule C compensation
- Neuberger & Berman — Schedule C compensation
- United Healthcare Insurance Company — Schedule C compensation
- Mar Vista Investment Partners — Schedule C compensation
- Western Asset Management Co — Schedule C compensation
- Willis Towers Watson — Schedule C compensation
- Kpmg — Schedule C compensation