401k Plan data: INGERSOLL RAND INDUSTRIAL U.S., INC. PENSION PLAN plan

INGERSOLL RAND INDUSTRIAL U.S., INC. PENSION PLAN 401k Plan overview

Plan Name	INGERSOLL RAND INDUSTRIAL U.S., INC. PENSION PLAN
Plan identification number	021

INGERSOLL RAND INDUSTRIAL U.S., INC. PENSION PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

INGERSOLL RAND INDUSTRIAL U.S., INC. has sponsored the creation of one or more 401k plans.

Company Name: INGERSOLL RAND INDUSTRIAL U.S., INC.

Employer identification number (EIN): 842172128

NAIC Classification: 333200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INGERSOLL RAND INDUSTRIAL U.S., INC. PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
021 2022-01-01
021 2021-01-01
021 2020-01-01

Plan Statistics for INGERSOLL RAND INDUSTRIAL U.S., INC. PENSION PLAN

401k plan membership statisitcs for INGERSOLL RAND INDUSTRIAL U.S., INC. PENSION PLAN

Measure Date Value
2022: INGERSOLL RAND INDUSTRIAL U.S., INC. PENSION PLAN 2022 401k membership
Market value of plan assets 2022-12-31 326,718,289
Acturial value of plan assets 2022-12-31 320,448,192
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 140,703,582
Number of terminated vested participants 2022-12-31 1,590
Fundng target for terminated vested participants 2022-12-31 64,092,652
Active participant vested funding target 2022-12-31 62,757,642
Number of active participants 2022-12-31 1,085
Total funding liabilities for active participants 2022-12-31 63,980,293
Total participant count 2022-12-31 5,044
Total funding target for all participants 2022-12-31 268,776,527
Balance at beginning of prior year after applicable adjustments 2022-12-31 26,431,881
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
Amount remaining of carryover balance 2022-12-31 26,431,881
Amount remaining of prefunding balance 2022-12-31 0
Present value of excess contributions 2022-12-31 0
Total available prior years excess cotributions available 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 27,002,810
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 6,334,877
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 5,044
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 992
Number of retired or separated participants receiving benefits 2022-01-01 1,868
Number of other retired or separated participants entitled to future benefits 2022-01-01 1,481
Total of all active and inactive participants 2022-01-01 4,341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 546
Total participants 2022-01-01 4,887
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: INGERSOLL RAND INDUSTRIAL U.S., INC. PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-31 343,098,055
Acturial value of plan assets 2021-12-31 327,264,676
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 147,672,781
Number of terminated vested participants 2021-12-31 1,559
Fundng target for terminated vested participants 2021-12-31 68,885,423
Active participant vested funding target 2021-12-31 68,765,381
Number of active participants 2021-12-31 1,228
Total funding liabilities for active participants 2021-12-31 70,172,235
Total participant count 2021-12-31 5,178
Total funding target for all participants 2021-12-31 286,730,439
Balance at beginning of prior year after applicable adjustments 2021-12-31 23,042,351
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 23,042,351
Amount remaining of prefunding balance 2021-12-31 0
Present value of excess contributions 2021-12-31 18,044,203
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 18,998,741
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 26,431,881
Balance of prefunding at beginning of current year 2021-12-31 0
Total employer contributions 2021-12-31 0
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 0
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 4,548,626
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 0
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 0
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 5,178
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1,085
Number of retired or separated participants receiving benefits 2021-01-01 1,917
Number of other retired or separated participants entitled to future benefits 2021-01-01 1,527
Total of all active and inactive participants 2021-01-01 4,529
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 515
Total participants 2021-01-01 5,044
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: INGERSOLL RAND INDUSTRIAL U.S., INC. PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 304,237,449
Acturial value of plan assets 2020-12-31 304,237,449
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 147,500,615
Number of terminated vested participants 2020-12-31 1,459
Fundng target for terminated vested participants 2020-12-31 55,935,587
Active participant vested funding target 2020-12-31 75,247,537
Number of active participants 2020-12-31 1,478
Total funding liabilities for active participants 2020-12-31 76,870,289
Total participant count 2020-12-31 5,378
Total funding target for all participants 2020-12-31 280,306,491
Balance at beginning of prior year after applicable adjustments 2020-12-31 27,867,033
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 8,757,437
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 19,109,596
Amount remaining of prefunding balance 2020-12-31 0
Present value of excess contributions 2020-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 0
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 23,042,351
Balance of prefunding at beginning of current year 2020-12-31 0
Total employer contributions 2020-12-31 24,000,000
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 23,814,806
Liquidity shortfalls end of Q1 2020-12-31 0
Liquidity shortfalls end of Q2 2020-12-31 0
Liquidity shortfalls end of Q3 2020-12-31 0
Liquidity shortfalls end of Q4 2020-12-31 0
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 6,659,210
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 5,770,603
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 5,770,603
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 23,814,806
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 5,378
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1,228
Number of retired or separated participants receiving benefits 2020-01-01 1,937
Number of other retired or separated participants entitled to future benefits 2020-01-01 1,516
Total of all active and inactive participants 2020-01-01 4,681
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 497
Total participants 2020-01-01 5,178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0

Measure	Date	Value
2022: INGERSOLL RAND INDUSTRIAL U.S., INC. PENSION PLAN 2022 401k membership
Market value of plan assets	2022-12-31	326,718,289
Acturial value of plan assets	2022-12-31	320,448,192
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	140,703,582
Number of terminated vested participants	2022-12-31	1,590
Fundng target for terminated vested participants	2022-12-31	64,092,652
Active participant vested funding target	2022-12-31	62,757,642
Number of active participants	2022-12-31	1,085
Total funding liabilities for active participants	2022-12-31	63,980,293
Total participant count	2022-12-31	5,044
Total funding target for all participants	2022-12-31	268,776,527
Balance at beginning of prior year after applicable adjustments	2022-12-31	26,431,881
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
Amount remaining of carryover balance	2022-12-31	26,431,881
Amount remaining of prefunding balance	2022-12-31	0
Present value of excess contributions	2022-12-31	0
Total available prior years excess cotributions available 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	27,002,810
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	6,334,877
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	5,044
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	992
Number of retired or separated participants receiving benefits	2022-01-01	1,868
Number of other retired or separated participants entitled to future benefits	2022-01-01	1,481
Total of all active and inactive participants	2022-01-01	4,341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	546
Total participants	2022-01-01	4,887
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: INGERSOLL RAND INDUSTRIAL U.S., INC. PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	343,098,055
Acturial value of plan assets	2021-12-31	327,264,676
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	147,672,781
Number of terminated vested participants	2021-12-31	1,559
Fundng target for terminated vested participants	2021-12-31	68,885,423
Active participant vested funding target	2021-12-31	68,765,381
Number of active participants	2021-12-31	1,228
Total funding liabilities for active participants	2021-12-31	70,172,235
Total participant count	2021-12-31	5,178
Total funding target for all participants	2021-12-31	286,730,439
Balance at beginning of prior year after applicable adjustments	2021-12-31	23,042,351
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	23,042,351
Amount remaining of prefunding balance	2021-12-31	0
Present value of excess contributions	2021-12-31	18,044,203
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	18,998,741
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	26,431,881
Balance of prefunding at beginning of current year	2021-12-31	0
Total employer contributions	2021-12-31	0
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	0
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	4,548,626
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	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	0
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	5,178
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1,085
Number of retired or separated participants receiving benefits	2021-01-01	1,917
Number of other retired or separated participants entitled to future benefits	2021-01-01	1,527
Total of all active and inactive participants	2021-01-01	4,529
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	515
Total participants	2021-01-01	5,044
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: INGERSOLL RAND INDUSTRIAL U.S., INC. PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	304,237,449
Acturial value of plan assets	2020-12-31	304,237,449
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	147,500,615
Number of terminated vested participants	2020-12-31	1,459
Fundng target for terminated vested participants	2020-12-31	55,935,587
Active participant vested funding target	2020-12-31	75,247,537
Number of active participants	2020-12-31	1,478
Total funding liabilities for active participants	2020-12-31	76,870,289
Total participant count	2020-12-31	5,378
Total funding target for all participants	2020-12-31	280,306,491
Balance at beginning of prior year after applicable adjustments	2020-12-31	27,867,033
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	8,757,437
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	19,109,596
Amount remaining of prefunding balance	2020-12-31	0
Present value of excess contributions	2020-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	0
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	23,042,351
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	24,000,000
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	23,814,806
Liquidity shortfalls end of Q1	2020-12-31	0
Liquidity shortfalls end of Q2	2020-12-31	0
Liquidity shortfalls end of Q3	2020-12-31	0
Liquidity shortfalls end of Q4	2020-12-31	0
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	6,659,210
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	5,770,603
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	5,770,603
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	23,814,806
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	5,378
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1,228
Number of retired or separated participants receiving benefits	2020-01-01	1,937
Number of other retired or separated participants entitled to future benefits	2020-01-01	1,516
Total of all active and inactive participants	2020-01-01	4,681
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	497
Total participants	2020-01-01	5,178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0

Financial Data on INGERSOLL RAND INDUSTRIAL U.S., INC. PENSION PLAN

Measure	Date	Value
2022 : INGERSOLL RAND INDUSTRIAL U.S., INC. PENSION PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$314
Total unrealized appreciation/depreciation of assets	2022-12-31	$314
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	$-80,124,229
Total loss/gain on sale of assets	2022-12-31	$-4
Total of all expenses incurred	2022-12-31	$26,680,316
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$23,804,390
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$0
Value of total assets at end of year	2022-12-31	$219,913,744
Value of total assets at beginning of year	2022-12-31	$326,718,289
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$2,875,926
Total interest from all sources	2022-12-31	$-4
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$43,829
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$43,829
Administrative expenses professional fees incurred	2022-12-31	$53,528
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$1
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$11,018
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$68
Administrative expenses (other) incurred	2022-12-31	$2,475,344
Total non interest bearing cash at end of year	2022-12-31	$0
Total non interest bearing cash at beginning of year	2022-12-31	$4
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	$-106,804,545
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$219,913,744
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$326,718,289
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	$347,054
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$2,838,083
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$1,525,524
Income. Interest from US Government securities	2022-12-31	$-4
Value of interest in common/collective trusts at end of year	2022-12-31	$217,049,488
Value of interest in common/collective trusts at beginning of year	2022-12-31	$325,177,852
Asset value of US Government securities at end of year	2022-12-31	$15,155
Asset value of US Government securities at beginning of year	2022-12-31	$14,840
Net investment gain or loss from common/collective trusts	2022-12-31	$-80,168,364
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$23,804,390
Did the plan have assets held for investment	2022-12-31	Yes
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
Aggregate proceeds on sale of assets	2022-12-31	$-4
Aggregate carrying amount (costs) on sale of assets	2022-12-31	$0
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	FORVIS, LLP
Accountancy firm EIN	2022-12-31	440160260
2021 : INGERSOLL RAND INDUSTRIAL U.S., INC. PENSION PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$1,250
Total unrealized appreciation/depreciation of assets	2021-12-31	$1,250
Total transfer of assets to this plan	2021-12-31	$12,037,510
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	$1,895,988
Total income from all sources (including contributions)	2021-12-31	$7,762,344
Total loss/gain on sale of assets	2021-12-31	$-21,296,194
Total of all expenses incurred	2021-12-31	$24,107,587
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$22,866,617
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$0
Value of total assets at end of year	2021-12-31	$326,718,289
Value of total assets at beginning of year	2021-12-31	$332,922,010
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$1,240,970
Total interest from all sources	2021-12-31	$2,377,926
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$229,437
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$229,437
Administrative expenses professional fees incurred	2021-12-31	$213,112
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
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
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$1
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$3,351,771
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$68
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$2,723,299
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$1,895,988
Other income not declared elsewhere	2021-12-31	$-166
Administrative expenses (other) incurred	2021-12-31	$462,363
Total non interest bearing cash at end of year	2021-12-31	$4
Total non interest bearing cash at beginning of year	2021-12-31	$87,047
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	$-16,345,243
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$326,718,289
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$331,026,022
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	$565,495
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$1,525,524
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$70,762,952
Interest earned on other investments	2021-12-31	$54,760
Income. Interest from US Government securities	2021-12-31	$527,937
Income. Interest from corporate debt instruments	2021-12-31	$1,795,229
Value of interest in common/collective trusts at end of year	2021-12-31	$325,177,852
Asset value of US Government securities at end of year	2021-12-31	$14,840
Asset value of US Government securities at beginning of year	2021-12-31	$102,734,427
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$7,059,684
Net investment gain or loss from common/collective trusts	2021-12-31	$19,390,407
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	Yes
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
Employer contributions (assets) at beginning of year	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$22,866,617
Asset. Corporate debt instrument preferred debt at beginning of year	2021-12-31	$10,068,000
Asset. Corporate debt instrument debt (other) at beginning of year	2021-12-31	$143,194,514
Did the plan have assets held for investment	2021-12-31	Yes
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
Aggregate proceeds on sale of assets	2021-12-31	$700,116,263
Aggregate carrying amount (costs) on sale of assets	2021-12-31	$721,412,457
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	FORVIS, LLP
Accountancy firm EIN	2021-12-31	440160260
2020 : INGERSOLL RAND INDUSTRIAL U.S., INC. PENSION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$15,743,844
Total unrealized appreciation/depreciation of assets	2020-12-31	$15,743,844
Total transfer of assets to this plan	2020-12-31	$294,293,111
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$1,895,988
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	$67,878,276
Total loss/gain on sale of assets	2020-12-31	$11,191,170
Total of all expenses incurred	2020-12-31	$31,145,365
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$29,230,080
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$24,000,000
Value of total assets at end of year	2020-12-31	$332,922,010
Value of total assets at beginning of year	2020-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$1,915,285
Total interest from all sources	2020-12-31	$7,551,357
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$1,073,353
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$1,073,353
Administrative expenses professional fees incurred	2020-12-31	$105,982
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
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
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$3,351,771
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$2,723,299
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$1,895,988
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$0
Other income not declared elsewhere	2020-12-31	$-28
Administrative expenses (other) incurred	2020-12-31	$1,406,026
Total non interest bearing cash at end of year	2020-12-31	$87,047
Total non interest bearing cash at beginning of year	2020-12-31	$0
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	$36,732,911
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$331,026,022
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$0
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	$403,277
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$70,762,952
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$0
Interest earned on other investments	2020-12-31	$136,785
Income. Interest from US Government securities	2020-12-31	$1,748,648
Income. Interest from corporate debt instruments	2020-12-31	$5,665,924
Asset value of US Government securities at end of year	2020-12-31	$102,734,427
Asset value of US Government securities at beginning of year	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$8,318,580
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	Yes
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	$24,000,000
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$29,230,080
Asset. Corporate debt instrument preferred debt at end of year	2020-12-31	$10,068,000
Asset. Corporate debt instrument preferred debt at beginning of year	2020-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2020-12-31	$143,194,514
Asset. Corporate debt instrument debt (other) at beginning of year	2020-12-31	$0
Did the plan have assets held for investment	2020-12-31	Yes
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
Aggregate proceeds on sale of assets	2020-12-31	$387,391,073
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$376,199,903
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	DIXON HUGHES GOODMAN LLC
Accountancy firm EIN	2020-12-31	560747981

Form 5500 Responses for INGERSOLL RAND INDUSTRIAL U.S., INC. PENSION PLAN

2022: INGERSOLL RAND INDUSTRIAL U.S., INC. PENSION 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: INGERSOLL RAND INDUSTRIAL U.S., INC. PENSION 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: INGERSOLL RAND INDUSTRIAL U.S., INC. PENSION PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	First time form 5500 has been submitted	Yes
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

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Company Name:	INGERSOLL RAND INDUSTRIAL U.S., INC.
Employer identification number (EIN):	842172128
NAIC Classification:	333200