Plan5500

Caterpillar Global Mining Legacy Hourly Employees' Pension Plan — 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 Global Mining Legacy Hourly Employees' Pension Plan is a benefit plan reported by Caterpillar Inc. under EIN 37-0602744 and plan number 039. The latest loaded filing year is 2023. The filing reports 850 participants and $49,867,423 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Caterpillar Inc.
EIN
37-0602744
Plan number
039
Plan type
2
Location
Irving, TX
Latest filing year
2023
Participants
850
End-of-year plan assets
$49,867,423

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023850H, C20240930135003NAL0003284179001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$49,867,423
Total liabilities (EOY)
$59,191
Net assets (EOY)
$49,808,232
Net assets (BOY)
$49,035,647

Income & contributions

Total contributions
$0
Total income / additions
$4,831,987

Expenses & distributions

Benefits paid
$3,862,892
Administrative expenses
$196,510
Total expenses
$4,059,402
Net increase / (decrease)
$772,585

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pricewaterhousecoopers LlpNONE$61,656not reported in the loaded dataset2023
Alight Solutions LLCNONE$30,588not reported in the loaded dataset2023
Strategic Benefit AdvisorsNONE$21,705not reported in the loaded dataset2023

Related Form 5500 pages