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Plan Name | OSHKOSH CORPORATION HOURLY EMPLOYEES' RETIREMENT PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
Company Name: | OSHKOSH CORPORATION |
Employer identification number (EIN): | 390520270 |
Additional information about OSHKOSH CORPORATION
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2014-08-04 |
Company Identification Number: | 0802042698 |
Legal Registered Office Address: |
1917 FOUR WHEEL DR OSHKOSH United States of America (USA) 54902 |
More information about OSHKOSH CORPORATION
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2022-01-01 | ||||
002 | 2021-01-01 | ||||
002 | 2020-01-01 | ||||
002 | 2019-01-01 | ||||
002 | 2018-01-01 | ||||
002 | 2017-01-01 | KATHY SLIFE | J. CHRIS FREEDERS | 2018-09-28 | |
002 | 2016-08-01 | KATHY SLIFE | J. CHRIS FREEDERS | 2017-10-13 | |
002 | 2015-08-01 | KATHY SLIFE | J. CHRIS FREEDERS | 2017-05-15 | |
002 | 2014-08-01 | KATHY SLIFE | JAMES FREEDERS | 2016-05-13 | |
002 | 2013-08-01 | JANET HOGAN | JAMES FREEDERS | 2015-04-14 | |
002 | 2012-08-01 | MICHAEL ROHRKASTE | JAMES FREEDERS | 2014-04-21 | |
002 | 2011-08-01 | MICHAEL ROHRKASTE | THOMAS POLNASZEK | 2013-02-22 | |
002 | 2010-08-01 | MICHAEL ROHRKASTE | THOMAS POLNASZEK | 2012-04-27 | |
002 | 2009-08-01 | MICHAEL ROHRKASTE | THOMAS POLNASZEK | 2011-04-29 |
Measure | Date | Value |
---|---|---|
2022: OSHKOSH CORPORATION HOURLY EMPLOYEES' RETIREMENT PLAN 2022 401k membership | ||
Market value of plan assets | 2022-12-31 | 176,223,431 |
Acturial value of plan assets | 2022-12-31 | 161,735,698 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 60,081,495 |
Number of terminated vested participants | 2022-12-31 | 452 |
Fundng target for terminated vested participants | 2022-12-31 | 11,915,884 |
Active participant vested funding target | 2022-12-31 | 64,457,441 |
Number of active participants | 2022-12-31 | 1,248 |
Total funding liabilities for active participants | 2022-12-31 | 66,250,209 |
Total participant count | 2022-12-31 | 2,464 |
Total funding target for all participants | 2022-12-31 | 138,247,588 |
Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 0 |
Amount remaining of carryover balance | 2022-12-31 | 0 |
Amount remaining of prefunding balance | 2022-12-31 | 0 |
Present value of excess contributions | 2022-12-31 | 42,780 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 44,953 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
Balance of prefunding at beginning of current year | 2022-12-31 | 0 |
Total employer contributions | 2022-12-31 | 0 |
Total employee contributions | 2022-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-31 | 4,742,212 |
Net shortfall amortization installment of oustanding balance | 2022-12-31 | 0 |
Waiver amortization installment | 2022-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Additional cash requirement | 2022-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
Total participants, beginning-of-year | 2022-01-01 | 2,464 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 1,108 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 705 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 491 |
Total of all active and inactive participants | 2022-01-01 | 2,304 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 132 |
Total participants | 2022-01-01 | 2,436 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: OSHKOSH CORPORATION HOURLY EMPLOYEES' RETIREMENT PLAN 2021 401k membership | ||
Market value of plan assets | 2021-12-31 | 156,949,999 |
Acturial value of plan assets | 2021-12-31 | 143,844,946 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 57,072,876 |
Number of terminated vested participants | 2021-12-31 | 400 |
Fundng target for terminated vested participants | 2021-12-31 | 10,929,349 |
Active participant vested funding target | 2021-12-31 | 69,725,920 |
Number of active participants | 2021-12-31 | 1,375 |
Total funding liabilities for active participants | 2021-12-31 | 71,865,391 |
Total participant count | 2021-12-31 | 2,492 |
Total funding target for all participants | 2021-12-31 | 139,867,616 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 0 |
Amount remaining of carryover balance | 2021-12-31 | 0 |
Amount remaining of prefunding balance | 2021-12-31 | 0 |
Present value of excess contributions | 2021-12-31 | 6,119,756 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 6,456,955 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
Balance of prefunding at beginning of current year | 2021-12-31 | 0 |
Total employer contributions | 2021-12-31 | 1,200,000 |
Total employee contributions | 2021-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 1,122,924 |
Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 5,057,474 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
Waiver amortization installment | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 1,080,144 |
Carryover balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Additional cash requirement | 2021-12-31 | 1,080,144 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 1,122,924 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 2,492 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 1,248 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 658 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 434 |
Total of all active and inactive participants | 2021-01-01 | 2,340 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 124 |
Total participants | 2021-01-01 | 2,464 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 3 |
2020: OSHKOSH CORPORATION HOURLY EMPLOYEES' RETIREMENT PLAN 2020 401k membership | ||
Market value of plan assets | 2020-12-31 | 134,404,832 |
Acturial value of plan assets | 2020-12-31 | 126,516,706 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 50,897,206 |
Number of terminated vested participants | 2020-12-31 | 371 |
Fundng target for terminated vested participants | 2020-12-31 | 8,503,014 |
Active participant vested funding target | 2020-12-31 | 63,697,873 |
Number of active participants | 2020-12-31 | 1,476 |
Total funding liabilities for active participants | 2020-12-31 | 65,675,919 |
Total participant count | 2020-12-31 | 2,523 |
Total funding target for all participants | 2020-12-31 | 125,076,139 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 0 |
Amount remaining of carryover balance | 2020-12-31 | 0 |
Amount remaining of prefunding balance | 2020-12-31 | 0 |
Present value of excess contributions | 2020-12-31 | 484,974 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 512,424 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 0 |
Total employer contributions | 2020-12-31 | 10,800,000 |
Total employee contributions | 2020-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 9,936,624 |
Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 5,257,435 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 0 |
Waiver amortization installment | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 3,816,868 |
Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Additional cash requirement | 2020-12-31 | 3,816,868 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 9,936,624 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 2,523 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 1,375 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 614 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 382 |
Total of all active and inactive participants | 2020-01-01 | 2,371 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 121 |
Total participants | 2020-01-01 | 2,492 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 14 |
2019: OSHKOSH CORPORATION HOURLY EMPLOYEES' RETIREMENT PLAN 2019 401k membership | ||
Market value of plan assets | 2019-12-31 | 110,557,699 |
Acturial value of plan assets | 2019-12-31 | 115,721,672 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 46,578,189 |
Number of terminated vested participants | 2019-12-31 | 349 |
Fundng target for terminated vested participants | 2019-12-31 | 7,590,422 |
Active participant vested funding target | 2019-12-31 | 59,721,469 |
Number of active participants | 2019-12-31 | 1,590 |
Total funding liabilities for active participants | 2019-12-31 | 61,511,926 |
Total participant count | 2019-12-31 | 2,576 |
Total funding target for all participants | 2019-12-31 | 115,680,537 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 0 |
Amount remaining of carryover balance | 2019-12-31 | 0 |
Amount remaining of prefunding balance | 2019-12-31 | 0 |
Present value of excess contributions | 2019-12-31 | 1,823,681 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 1,930,002 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 0 |
Total employer contributions | 2019-12-31 | 5,500,000 |
Total employee contributions | 2019-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 5,017,781 |
Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 4,573,942 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 0 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 4,532,807 |
Carryover balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Additional cash requirement | 2019-12-31 | 4,532,807 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 5,017,781 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 2,576 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 1,476 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 584 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 357 |
Total of all active and inactive participants | 2019-01-01 | 2,417 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 106 |
Total participants | 2019-01-01 | 2,523 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 30 |
2018: OSHKOSH CORPORATION HOURLY EMPLOYEES' RETIREMENT PLAN 2018 401k membership | ||
Market value of plan assets | 2018-12-31 | 118,141,414 |
Acturial value of plan assets | 2018-12-31 | 109,022,011 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 44,549,426 |
Number of terminated vested participants | 2018-12-31 | 340 |
Fundng target for terminated vested participants | 2018-12-31 | 7,207,848 |
Active participant vested funding target | 2018-12-31 | 52,771,089 |
Number of active participants | 2018-12-31 | 1,697 |
Total funding liabilities for active participants | 2018-12-31 | 54,504,324 |
Total participant count | 2018-12-31 | 2,666 |
Total funding target for all participants | 2018-12-31 | 106,261,598 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 2,183,932 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
Amount remaining of carryover balance | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 2,183,932 |
Present value of excess contributions | 2018-12-31 | 2,747,976 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 2,913,679 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 2,528,993 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 0 |
Total employer contributions | 2018-12-31 | 4,100,000 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 3,766,793 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 4,703,525 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 0 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 1,943,112 |
Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Additional cash requirement | 2018-12-31 | 1,943,112 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 3,766,793 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 2,666 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 1,590 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 550 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 337 |
Total of all active and inactive participants | 2018-01-01 | 2,477 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 99 |
Total participants | 2018-01-01 | 2,576 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 31 |
2017: OSHKOSH CORPORATION HOURLY EMPLOYEES' RETIREMENT PLAN 2017 401k membership | ||
Market value of plan assets | 2017-12-31 | 110,687,795 |
Acturial value of plan assets | 2017-12-31 | 108,411,873 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 37,705,106 |
Number of terminated vested participants | 2017-12-31 | 533 |
Fundng target for terminated vested participants | 2017-12-31 | 9,101,108 |
Active participant vested funding target | 2017-12-31 | 52,711,715 |
Number of active participants | 2017-12-31 | 1,862 |
Total funding liabilities for active participants | 2017-12-31 | 54,402,545 |
Total participant count | 2017-12-31 | 2,959 |
Total funding target for all participants | 2017-12-31 | 101,208,759 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 2,094,497 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
Amount remaining of carryover balance | 2017-12-31 | 0 |
Amount remaining of prefunding balance | 2017-12-31 | 2,094,497 |
Present value of excess contributions | 2017-12-31 | 5,705,861 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 5,850,681 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 2,183,932 |
Total employer contributions | 2017-12-31 | 3,000,000 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 2,747,976 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 4,283,830 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 0 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Additional cash requirement | 2017-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 2,747,976 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 2,959 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 1,697 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 544 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 331 |
Total of all active and inactive participants | 2017-01-01 | 2,572 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 94 |
Total participants | 2017-01-01 | 2,666 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 49 |
2016: OSHKOSH CORPORATION HOURLY EMPLOYEES' RETIREMENT PLAN 2016 401k membership | ||
Market value of plan assets | 2016-12-31 | 102,044,586 |
Acturial value of plan assets | 2016-12-31 | 101,658,456 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 35,645,875 |
Number of terminated vested participants | 2016-12-31 | 558 |
Fundng target for terminated vested participants | 2016-12-31 | 9,124,872 |
Active participant vested funding target | 2016-12-31 | 47,780,730 |
Number of active participants | 2016-12-31 | 1,525 |
Total funding liabilities for active participants | 2016-12-31 | 49,274,316 |
Total participant count | 2016-12-31 | 2,630 |
Total funding target for all participants | 2016-12-31 | 94,045,063 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 13,959,285 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 11,966,044 |
Amount remaining of carryover balance | 2016-12-31 | 0 |
Amount remaining of prefunding balance | 2016-12-31 | 1,993,241 |
Present value of excess contributions | 2016-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 2,094,497 |
Total employer contributions | 2016-12-31 | 6,000,000 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 5,705,861 |
Liquidity shortfalls end of Q1 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2016-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 1,577,461 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
Waiver amortization installment | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Additional cash requirement | 2016-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 5,705,861 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-08-01 | 2,630 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-08-01 | 1,862 |
Number of retired or separated participants receiving benefits | 2016-08-01 | 486 |
Number of other retired or separated participants entitled to future benefits | 2016-08-01 | 524 |
Total of all active and inactive participants | 2016-08-01 | 2,872 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-08-01 | 87 |
Total participants | 2016-08-01 | 2,959 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-08-01 | 2 |
2015: OSHKOSH CORPORATION HOURLY EMPLOYEES' RETIREMENT PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-08-01 | 2,469 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-08-01 | 1,525 |
Number of retired or separated participants receiving benefits | 2015-08-01 | 473 |
Number of other retired or separated participants entitled to future benefits | 2015-08-01 | 548 |
Total of all active and inactive participants | 2015-08-01 | 2,546 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-08-01 | 84 |
Total participants | 2015-08-01 | 2,630 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-08-01 | 0 |
2014: OSHKOSH CORPORATION HOURLY EMPLOYEES' RETIREMENT PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-08-01 | 2,599 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-08-01 | 1,415 |
Number of retired or separated participants receiving benefits | 2014-08-01 | 429 |
Number of other retired or separated participants entitled to future benefits | 2014-08-01 | 547 |
Total of all active and inactive participants | 2014-08-01 | 2,391 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-08-01 | 78 |
Total participants | 2014-08-01 | 2,469 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-08-01 | 7 |
2013: OSHKOSH CORPORATION HOURLY EMPLOYEES' RETIREMENT PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-08-01 | 2,637 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-08-01 | 1,286 |
Number of retired or separated participants receiving benefits | 2013-08-01 | 402 |
Number of other retired or separated participants entitled to future benefits | 2013-08-01 | 836 |
Total of all active and inactive participants | 2013-08-01 | 2,524 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-08-01 | 75 |
Total participants | 2013-08-01 | 2,599 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-08-01 | 18 |
2012: OSHKOSH CORPORATION HOURLY EMPLOYEES' RETIREMENT PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-08-01 | 3,605 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-08-01 | 1,920 |
Number of retired or separated participants receiving benefits | 2012-08-01 | 358 |
Number of other retired or separated participants entitled to future benefits | 2012-08-01 | 285 |
Total of all active and inactive participants | 2012-08-01 | 2,563 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-08-01 | 74 |
Total participants | 2012-08-01 | 2,637 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-08-01 | 943 |
2011: OSHKOSH CORPORATION HOURLY EMPLOYEES' RETIREMENT PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-08-01 | 3,640 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-08-01 | 2,991 |
Number of retired or separated participants receiving benefits | 2011-08-01 | 319 |
Number of other retired or separated participants entitled to future benefits | 2011-08-01 | 227 |
Total of all active and inactive participants | 2011-08-01 | 3,537 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-08-01 | 68 |
Total participants | 2011-08-01 | 3,605 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-08-01 | 90 |
2010: OSHKOSH CORPORATION HOURLY EMPLOYEES' RETIREMENT PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-08-01 | 3,182 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-08-01 | 3,075 |
Number of retired or separated participants receiving benefits | 2010-08-01 | 293 |
Number of other retired or separated participants entitled to future benefits | 2010-08-01 | 206 |
Total of all active and inactive participants | 2010-08-01 | 3,574 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-08-01 | 66 |
Total participants | 2010-08-01 | 3,640 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-08-01 | 86 |
2009: OSHKOSH CORPORATION HOURLY EMPLOYEES' RETIREMENT PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-08-01 | 2,818 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-08-01 | 2,656 |
Number of retired or separated participants receiving benefits | 2009-08-01 | 265 |
Number of other retired or separated participants entitled to future benefits | 2009-08-01 | 202 |
Total of all active and inactive participants | 2009-08-01 | 3,123 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-08-01 | 62 |
Total participants | 2009-08-01 | 3,185 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-08-01 | 49 |
Measure | Date | Value |
---|---|---|
2022 : OSHKOSH CORPORATION HOURLY EMPLOYEES' RETIREMENT PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-26,455,901 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $7,725,088 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $5,603,217 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $733 |
Value of total assets at end of year | 2022-12-31 | $142,062,473 |
Value of total assets at beginning of year | 2022-12-31 | $176,243,462 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $2,121,871 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $20,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Administrative expenses (other) incurred | 2022-12-31 | $1,472,097 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-34,180,989 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $142,062,473 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $176,243,462 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $649,774 |
Value of interest in master investment trust accounts at end of year | 2022-12-31 | $142,062,473 |
Value of interest in master investment trust accounts at beginning of year | 2022-12-31 | $175,043,462 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $733 |
Employer contributions (assets) at end of year | 2022-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $1,200,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $5,603,217 |
Did the plan have assets held for investment | 2022-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | BAKER TILLY US, LLP |
Accountancy firm EIN | 2022-12-31 | 390859910 |
2021 : OSHKOSH CORPORATION HOURLY EMPLOYEES' RETIREMENT PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $25,873,966 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $6,896,371 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $4,976,085 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,201,483 |
Value of total assets at end of year | 2021-12-31 | $176,243,462 |
Value of total assets at beginning of year | 2021-12-31 | $157,265,867 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $1,920,286 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $20,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Administrative expenses (other) incurred | 2021-12-31 | $1,492,153 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $18,977,595 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $176,243,462 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $157,265,867 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $428,133 |
Value of interest in master investment trust accounts at end of year | 2021-12-31 | $175,043,462 |
Value of interest in master investment trust accounts at beginning of year | 2021-12-31 | $146,465,867 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $1,201,483 |
Employer contributions (assets) at end of year | 2021-12-31 | $1,200,000 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $10,800,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $4,976,085 |
Did the plan have assets held for investment | 2021-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | BAKER TILLY US, LLP |
Accountancy firm EIN | 2021-12-31 | 390859910 |
2020 : OSHKOSH CORPORATION HOURLY EMPLOYEES' RETIREMENT PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $29,001,624 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $6,338,802 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $4,635,857 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $10,814,508 |
Value of total assets at end of year | 2020-12-31 | $157,265,867 |
Value of total assets at beginning of year | 2020-12-31 | $134,603,045 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $1,702,945 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $20,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Administrative expenses (other) incurred | 2020-12-31 | $1,344,587 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $22,662,822 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $157,265,867 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $134,603,045 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $358,358 |
Value of interest in master investment trust accounts at end of year | 2020-12-31 | $146,465,867 |
Value of interest in master investment trust accounts at beginning of year | 2020-12-31 | $129,103,045 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $10,814,508 |
Employer contributions (assets) at end of year | 2020-12-31 | $10,800,000 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $5,500,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $4,635,857 |
Did the plan have assets held for investment | 2020-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | BAKER TILLY US, LLP |
Accountancy firm EIN | 2020-12-31 | 390859910 |
2019 : OSHKOSH CORPORATION HOURLY EMPLOYEES' RETIREMENT PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $30,136,079 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $6,204,336 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $4,154,567 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $5,500,000 |
Value of total assets at end of year | 2019-12-31 | $134,603,045 |
Value of total assets at beginning of year | 2019-12-31 | $110,671,302 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $2,049,769 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $20,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Administrative expenses (other) incurred | 2019-12-31 | $1,710,617 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $23,931,743 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $134,603,045 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $110,671,302 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $339,152 |
Value of interest in master investment trust accounts at end of year | 2019-12-31 | $129,103,045 |
Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $106,571,302 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $5,500,000 |
Employer contributions (assets) at end of year | 2019-12-31 | $5,500,000 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $4,100,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $4,154,567 |
Did the plan have assets held for investment | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | BAKER TILLY US, LLP |
Accountancy firm EIN | 2019-12-31 | 390859910 |
2018 : OSHKOSH CORPORATION HOURLY EMPLOYEES' RETIREMENT PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $-1,997,638 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $5,558,795 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $4,078,239 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $4,100,000 |
Value of total assets at end of year | 2018-12-31 | $110,671,302 |
Value of total assets at beginning of year | 2018-12-31 | $118,227,735 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $1,480,556 |
Total interest from all sources | 2018-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $20,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Administrative expenses (other) incurred | 2018-12-31 | $809,133 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-7,556,433 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $110,671,302 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $118,227,735 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $671,423 |
Value of interest in master investment trust accounts at end of year | 2018-12-31 | $106,571,302 |
Value of interest in master investment trust accounts at beginning of year | 2018-12-31 | $115,227,735 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $4,100,000 |
Employer contributions (assets) at end of year | 2018-12-31 | $4,100,000 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $3,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $4,078,239 |
Did the plan have assets held for investment | 2018-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | BAKER TILLY VIRCHOW KRAUSE LLP |
Accountancy firm EIN | 2018-12-31 | 390859910 |
2017 : OSHKOSH CORPORATION HOURLY EMPLOYEES' RETIREMENT PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $19,762,984 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $12,371,479 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $10,432,825 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $3,000,000 |
Value of total assets at end of year | 2017-12-31 | $118,227,735 |
Value of total assets at beginning of year | 2017-12-31 | $110,836,230 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $1,938,654 |
Total interest from all sources | 2017-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $20,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Administrative expenses (other) incurred | 2017-12-31 | $1,157,631 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $7,391,505 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $118,227,735 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $110,836,230 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $781,023 |
Value of interest in master investment trust accounts at end of year | 2017-12-31 | $115,227,735 |
Value of interest in master investment trust accounts at beginning of year | 2017-12-31 | $104,836,230 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $3,000,000 |
Employer contributions (assets) at end of year | 2017-12-31 | $3,000,000 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $6,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $10,432,825 |
Did the plan have assets held for investment | 2017-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | BAKER TILLY VIRCHOW KRAUSE LLP |
Accountancy firm EIN | 2017-12-31 | 390859910 |
2016 : OSHKOSH CORPORATION HOURLY EMPLOYEES' RETIREMENT PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $10,276,113 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $1,554,959 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,399,159 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $6,000,000 |
Value of total assets at end of year | 2016-12-31 | $110,836,230 |
Value of total assets at beginning of year | 2016-12-31 | $102,115,076 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $155,800 |
Total interest from all sources | 2016-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $20,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Administrative expenses (other) incurred | 2016-12-31 | $7,722 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $8,721,154 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $110,836,230 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $102,115,076 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $148,078 |
Value of interest in master investment trust accounts at end of year | 2016-12-31 | $104,836,230 |
Value of interest in master investment trust accounts at beginning of year | 2016-12-31 | $102,115,076 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $6,000,000 |
Employer contributions (assets) at end of year | 2016-12-31 | $6,000,000 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $1,399,159 |
Did the plan have assets held for investment | 2016-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | Yes |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | BAKER TILLY VIRCHOW KRAUSE LLP |
Accountancy firm EIN | 2016-12-31 | 390859910 |
Total unrealized appreciation/depreciation of assets | 2016-07-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-07-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-07-31 | $0 |
Total income from all sources (including contributions) | 2016-07-31 | $5,052,126 |
Total loss/gain on sale of assets | 2016-07-31 | $0 |
Total of all expenses incurred | 2016-07-31 | $4,135,916 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-07-31 | $3,173,831 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-07-31 | $0 |
Value of total assets at end of year | 2016-07-31 | $102,115,076 |
Value of total assets at beginning of year | 2016-07-31 | $101,198,866 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-07-31 | $962,085 |
Total interest from all sources | 2016-07-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-07-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-07-31 | No |
Was this plan covered by a fidelity bond | 2016-07-31 | Yes |
Value of fidelity bond cover | 2016-07-31 | $20,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-07-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-07-31 | No |
Administrative expenses (other) incurred | 2016-07-31 | $334,090 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-07-31 | No |
Value of net income/loss | 2016-07-31 | $916,210 |
Value of net assets at end of year (total assets less liabilities) | 2016-07-31 | $102,115,076 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-07-31 | $101,198,866 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-07-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-07-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-07-31 | No |
Investment advisory and management fees | 2016-07-31 | $627,995 |
Value of interest in master investment trust accounts at end of year | 2016-07-31 | $102,115,076 |
Value of interest in master investment trust accounts at beginning of year | 2016-07-31 | $101,198,866 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-07-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-07-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-07-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-07-31 | $3,173,831 |
Did the plan have assets held for investment | 2016-07-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-07-31 | Yes |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-07-31 | No |
2015 : OSHKOSH CORPORATION HOURLY EMPLOYEES' RETIREMENT PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-07-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-07-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-07-31 | $0 |
Total income from all sources (including contributions) | 2015-07-31 | $8,424,872 |
Total loss/gain on sale of assets | 2015-07-31 | $0 |
Total of all expenses incurred | 2015-07-31 | $5,721,006 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-07-31 | $4,708,588 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-07-31 | $0 |
Value of total assets at end of year | 2015-07-31 | $101,198,866 |
Value of total assets at beginning of year | 2015-07-31 | $98,495,000 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-07-31 | $1,012,418 |
Total interest from all sources | 2015-07-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-07-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-07-31 | No |
Was this plan covered by a fidelity bond | 2015-07-31 | Yes |
Value of fidelity bond cover | 2015-07-31 | $30,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-07-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-07-31 | No |
Administrative expenses (other) incurred | 2015-07-31 | $186,739 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-07-31 | No |
Value of net income/loss | 2015-07-31 | $2,703,866 |
Value of net assets at end of year (total assets less liabilities) | 2015-07-31 | $101,198,866 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-07-31 | $98,495,000 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-07-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-07-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-07-31 | No |
Investment advisory and management fees | 2015-07-31 | $825,679 |
Value of interest in master investment trust accounts at end of year | 2015-07-31 | $101,198,866 |
Value of interest in master investment trust accounts at beginning of year | 2015-07-31 | $98,495,000 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-07-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-07-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-07-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-07-31 | $4,708,588 |
Did the plan have assets held for investment | 2015-07-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-07-31 | Yes |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-07-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-07-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-07-31 | Disclaimer |
Accountancy firm name | 2015-07-31 | BAKER TILLY VIRCHOW KRAUSE LLP |
Accountancy firm EIN | 2015-07-31 | 390859910 |
2014 : OSHKOSH CORPORATION HOURLY EMPLOYEES' RETIREMENT PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-07-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-07-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-07-31 | $0 |
Total income from all sources (including contributions) | 2014-07-31 | $11,259,510 |
Total loss/gain on sale of assets | 2014-07-31 | $0 |
Total of all expenses incurred | 2014-07-31 | $3,539,919 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-07-31 | $2,640,865 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-07-31 | $0 |
Value of total assets at end of year | 2014-07-31 | $98,495,000 |
Value of total assets at beginning of year | 2014-07-31 | $90,775,409 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-07-31 | $899,054 |
Total interest from all sources | 2014-07-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-07-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-07-31 | No |
Was this plan covered by a fidelity bond | 2014-07-31 | Yes |
Value of fidelity bond cover | 2014-07-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-07-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-07-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-07-31 | No |
Administrative expenses (other) incurred | 2014-07-31 | $168,146 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-07-31 | No |
Value of net income/loss | 2014-07-31 | $7,719,591 |
Value of net assets at end of year (total assets less liabilities) | 2014-07-31 | $98,495,000 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-07-31 | $90,775,409 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-07-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-07-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-07-31 | No |
Investment advisory and management fees | 2014-07-31 | $730,908 |
Value of interest in master investment trust accounts at end of year | 2014-07-31 | $98,495,000 |
Value of interest in master investment trust accounts at beginning of year | 2014-07-31 | $90,775,409 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-07-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-07-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-07-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-07-31 | $2,640,865 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-07-31 | No |
Did the plan have assets held for investment | 2014-07-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-07-31 | Yes |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-07-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-07-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-07-31 | Disclaimer |
Accountancy firm name | 2014-07-31 | BAKER TILLY VIRCHOW KRAUSE LLP |
Accountancy firm EIN | 2014-07-31 | 390859910 |
2013 : OSHKOSH CORPORATION HOURLY EMPLOYEES' RETIREMENT PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-07-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-07-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-07-31 | $0 |
Total income from all sources (including contributions) | 2013-07-31 | $11,749,597 |
Total loss/gain on sale of assets | 2013-07-31 | $0 |
Total of all expenses incurred | 2013-07-31 | $3,061,858 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-07-31 | $2,279,014 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-07-31 | $0 |
Value of total assets at end of year | 2013-07-31 | $90,775,409 |
Value of total assets at beginning of year | 2013-07-31 | $82,087,670 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-07-31 | $782,844 |
Total interest from all sources | 2013-07-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-07-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-07-31 | No |
Was this plan covered by a fidelity bond | 2013-07-31 | Yes |
Value of fidelity bond cover | 2013-07-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-07-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-07-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-07-31 | No |
Administrative expenses (other) incurred | 2013-07-31 | $164,554 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-07-31 | No |
Value of net income/loss | 2013-07-31 | $8,687,739 |
Value of net assets at end of year (total assets less liabilities) | 2013-07-31 | $90,775,409 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-07-31 | $82,087,670 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-07-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-07-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-07-31 | No |
Investment advisory and management fees | 2013-07-31 | $618,290 |
Value of interest in master investment trust accounts at end of year | 2013-07-31 | $90,775,409 |
Value of interest in master investment trust accounts at beginning of year | 2013-07-31 | $70,087,670 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-07-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-07-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-07-31 | No |
Employer contributions (assets) at end of year | 2013-07-31 | $0 |
Employer contributions (assets) at beginning of year | 2013-07-31 | $12,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-07-31 | $2,279,014 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-07-31 | No |
Did the plan have assets held for investment | 2013-07-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-07-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-07-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-07-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-07-31 | Disclaimer |
Accountancy firm name | 2013-07-31 | BAKER TILLY VIRCHOW KRAUSE LLP |
Accountancy firm EIN | 2013-07-31 | 390859910 |
2012 : OSHKOSH CORPORATION HOURLY EMPLOYEES' RETIREMENT PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-07-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-07-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-07-31 | $0 |
Total income from all sources (including contributions) | 2012-07-31 | $16,209,763 |
Total loss/gain on sale of assets | 2012-07-31 | $0 |
Total of all expenses incurred | 2012-07-31 | $2,488,317 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-07-31 | $1,963,347 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-07-31 | $12,000,000 |
Value of total assets at end of year | 2012-07-31 | $82,087,670 |
Value of total assets at beginning of year | 2012-07-31 | $68,366,224 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-07-31 | $524,970 |
Total interest from all sources | 2012-07-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-07-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-07-31 | No |
Was this plan covered by a fidelity bond | 2012-07-31 | Yes |
Value of fidelity bond cover | 2012-07-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-07-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-07-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-07-31 | No |
Administrative expenses (other) incurred | 2012-07-31 | $147,790 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-07-31 | No |
Value of net income/loss | 2012-07-31 | $13,721,446 |
Value of net assets at end of year (total assets less liabilities) | 2012-07-31 | $82,087,670 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-07-31 | $68,366,224 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-07-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-07-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-07-31 | No |
Investment advisory and management fees | 2012-07-31 | $377,180 |
Value of interest in master investment trust accounts at end of year | 2012-07-31 | $70,087,670 |
Value of interest in master investment trust accounts at beginning of year | 2012-07-31 | $68,366,224 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-07-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-07-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-07-31 | No |
Contributions received in cash from employer | 2012-07-31 | $12,000,000 |
Employer contributions (assets) at end of year | 2012-07-31 | $12,000,000 |
Employer contributions (assets) at beginning of year | 2012-07-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-07-31 | $1,963,347 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-07-31 | No |
Did the plan have assets held for investment | 2012-07-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-07-31 | Yes |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-07-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-07-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-07-31 | Disclaimer |
Accountancy firm name | 2012-07-31 | BAKER TILLY VIRCHOW KRAUSE LLP |
Accountancy firm EIN | 2012-07-31 | 390859910 |
2011 : OSHKOSH CORPORATION HOURLY EMPLOYEES' RETIREMENT PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-07-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-07-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-07-31 | $0 |
Total income from all sources (including contributions) | 2011-07-31 | $19,374,021 |
Total loss/gain on sale of assets | 2011-07-31 | $0 |
Total of all expenses incurred | 2011-07-31 | $2,207,377 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-07-31 | $1,675,558 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-07-31 | $11,550,000 |
Value of total assets at end of year | 2011-07-31 | $68,366,224 |
Value of total assets at beginning of year | 2011-07-31 | $51,199,580 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-07-31 | $531,819 |
Total interest from all sources | 2011-07-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-07-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-07-31 | No |
Was this plan covered by a fidelity bond | 2011-07-31 | Yes |
Value of fidelity bond cover | 2011-07-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-07-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-07-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-07-31 | No |
Administrative expenses (other) incurred | 2011-07-31 | $138,357 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-07-31 | No |
Value of net income/loss | 2011-07-31 | $17,166,644 |
Value of net assets at end of year (total assets less liabilities) | 2011-07-31 | $68,366,224 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-07-31 | $51,199,580 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-07-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-07-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-07-31 | No |
Investment advisory and management fees | 2011-07-31 | $393,462 |
Value of interest in master investment trust accounts at end of year | 2011-07-31 | $68,366,224 |
Value of interest in master investment trust accounts at beginning of year | 2011-07-31 | $45,099,580 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-07-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-07-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-07-31 | No |
Contributions received in cash from employer | 2011-07-31 | $11,550,000 |
Employer contributions (assets) at end of year | 2011-07-31 | $0 |
Employer contributions (assets) at beginning of year | 2011-07-31 | $6,100,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-07-31 | $1,675,558 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-07-31 | No |
Did the plan have assets held for investment | 2011-07-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-07-31 | Yes |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-07-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-07-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-07-31 | Disclaimer |
Accountancy firm name | 2011-07-31 | DELOITTE & TOUCHE LLP |
Accountancy firm EIN | 2011-07-31 | 133891517 |
2010 : OSHKOSH CORPORATION HOURLY EMPLOYEES' RETIREMENT PLAN 2010 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-07-31 | $0 |
2022: OSHKOSH CORPORATION HOURLY EMPLOYEES' RETIREMENT PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | Yes |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: OSHKOSH CORPORATION HOURLY EMPLOYEES' RETIREMENT PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: OSHKOSH CORPORATION HOURLY EMPLOYEES' RETIREMENT PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: OSHKOSH CORPORATION HOURLY EMPLOYEES' RETIREMENT PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: OSHKOSH CORPORATION HOURLY EMPLOYEES' RETIREMENT PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: OSHKOSH CORPORATION HOURLY EMPLOYEES' RETIREMENT PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: OSHKOSH CORPORATION HOURLY EMPLOYEES' RETIREMENT PLAN 2016 form 5500 responses | ||
2016-08-01 | Type of plan entity | Single employer plan |
2016-08-01 | Submission has been amended | No |
2016-08-01 | This submission is the final filing | No |
2016-08-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2016-08-01 | Plan is a collectively bargained plan | Yes |
2016-08-01 | Plan funding arrangement – Trust | Yes |
2016-08-01 | Plan benefit arrangement - Trust | Yes |
2015: OSHKOSH CORPORATION HOURLY EMPLOYEES' RETIREMENT PLAN 2015 form 5500 responses | ||
2015-08-01 | Type of plan entity | Single employer plan |
2015-08-01 | Submission has been amended | No |
2015-08-01 | This submission is the final filing | No |
2015-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-08-01 | Plan is a collectively bargained plan | Yes |
2015-08-01 | Plan funding arrangement – Trust | Yes |
2015-08-01 | Plan benefit arrangement - Trust | Yes |
2014: OSHKOSH CORPORATION HOURLY EMPLOYEES' RETIREMENT PLAN 2014 form 5500 responses | ||
2014-08-01 | Type of plan entity | Single employer plan |
2014-08-01 | Submission has been amended | No |
2014-08-01 | This submission is the final filing | No |
2014-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-08-01 | Plan is a collectively bargained plan | Yes |
2014-08-01 | Plan funding arrangement – Trust | Yes |
2014-08-01 | Plan benefit arrangement - Trust | Yes |
2013: OSHKOSH CORPORATION HOURLY EMPLOYEES' RETIREMENT PLAN 2013 form 5500 responses | ||
2013-08-01 | Type of plan entity | Single employer plan |
2013-08-01 | Submission has been amended | No |
2013-08-01 | This submission is the final filing | No |
2013-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-08-01 | Plan is a collectively bargained plan | Yes |
2013-08-01 | Plan funding arrangement – Trust | Yes |
2013-08-01 | Plan benefit arrangement - Trust | Yes |
2012: OSHKOSH CORPORATION HOURLY EMPLOYEES' RETIREMENT PLAN 2012 form 5500 responses | ||
2012-08-01 | Type of plan entity | Single employer plan |
2012-08-01 | Submission has been amended | No |
2012-08-01 | This submission is the final filing | No |
2012-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-08-01 | Plan is a collectively bargained plan | Yes |
2012-08-01 | Plan funding arrangement – Trust | Yes |
2012-08-01 | Plan benefit arrangement - Trust | Yes |
2011: OSHKOSH CORPORATION HOURLY EMPLOYEES' RETIREMENT PLAN 2011 form 5500 responses | ||
2011-08-01 | Type of plan entity | Single employer plan |
2011-08-01 | Submission has been amended | No |
2011-08-01 | This submission is the final filing | No |
2011-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-08-01 | Plan is a collectively bargained plan | Yes |
2011-08-01 | Plan funding arrangement – Trust | Yes |
2011-08-01 | Plan benefit arrangement - Trust | Yes |
2010: OSHKOSH CORPORATION HOURLY EMPLOYEES' RETIREMENT PLAN 2010 form 5500 responses | ||
2010-08-01 | Type of plan entity | Single employer plan |
2010-08-01 | Submission has been amended | No |
2010-08-01 | This submission is the final filing | No |
2010-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-08-01 | Plan is a collectively bargained plan | Yes |
2010-08-01 | Plan funding arrangement – Trust | Yes |
2010-08-01 | Plan benefit arrangement - Trust | Yes |
2009: OSHKOSH CORPORATION HOURLY EMPLOYEES' RETIREMENT PLAN 2009 form 5500 responses | ||
2009-08-01 | Type of plan entity | Single employer plan |
2009-08-01 | Submission has been amended | No |
2009-08-01 | This submission is the final filing | No |
2009-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-08-01 | Plan is a collectively bargained plan | Yes |
2009-08-01 | Plan funding arrangement – Trust | Yes |
2009-08-01 | Plan benefit arrangement - Trust | Yes |