Oshkosh Corporation Tax Deferred Plan For Production Employees — Form 5500 plan (Oshkosh Corporation)

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, Oshkosh Corporation Tax Deferred Plan For Production Employees is a benefit plan reported by Oshkosh Corporation under EIN 39-0520270 and plan number 004. The latest loaded filing year is 2023. The filing reports 1,803 participants and $134,939,544 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Oshkosh Corporation
EIN
39-0520270
Plan number
004
Plan type
2
Location
Oshkosh, WI
Latest filing year
2023
Participants
1,803
End-of-year plan assets
$134,939,544

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,803H, C20241014081929NAL0025713761001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$134,939,544
Total liabilities (EOY)
$0
Net assets (EOY)
$134,939,544
Net assets (BOY)
$121,522,089

Income & contributions

Employer contributions
$2,287,941
Participant contributions
$5,570,172
Total contributions
$7,969,353
Total income / additions
$29,392,026

Expenses & distributions

Benefits paid
$15,600,496
Administrative expenses
$121,987
Total expenses
$15,789,897
Net increase / (decrease)
$13,602,129

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyNONE$71,838$02023
Empower Advisory Group, LLCNONE$50,149not reported in the loaded dataset2023

Related Form 5500 pages