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CUMMINS INC. MASTER RETIREMENT SAVINGS TRUST 401k Plan overview

Plan NameCUMMINS INC. MASTER RETIREMENT SAVINGS TRUST
Plan identification number 102

CUMMINS INC. MASTER RETIREMENT SAVINGS TRUST Benefits

No plan benefit data available

401k Sponsoring company profile

CUMMINS INC has sponsored the creation of one or more 401k plans.

Company Name:CUMMINS INC
Employer identification number (EIN):232662529

Additional information about CUMMINS INC

Jurisdiction of Incorporation: Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number: 698310

More information about CUMMINS INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CUMMINS INC. MASTER RETIREMENT SAVINGS TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
1022022-01-01
1022021-01-01
1022020-01-01
1022019-01-01
1022018-01-01
1022017-01-01DONALD JACKSON
1022016-01-01DONALD JACKSON
1022015-01-01DONALD JACKSON
1022014-01-012015-10-08
1022013-01-012014-10-08
1022012-01-012013-10-01
1022011-01-012012-10-03
1022009-01-012010-10-11

Plan Statistics for CUMMINS INC. MASTER RETIREMENT SAVINGS TRUST

401k plan membership statisitcs for CUMMINS INC. MASTER RETIREMENT SAVINGS TRUST

Measure Date Value
2018: CUMMINS INC. MASTER RETIREMENT SAVINGS TRUST 2018 401k membership
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-010
2017: CUMMINS INC. MASTER RETIREMENT SAVINGS TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-010
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
2016: CUMMINS INC. MASTER RETIREMENT SAVINGS TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-010
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
2015: CUMMINS INC. MASTER RETIREMENT SAVINGS TRUST 2015 401k membership
Total of all active and inactive participants2015-01-010
2009: CUMMINS INC. MASTER RETIREMENT SAVINGS TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-010
Total number of active participants reported on line 7a of the Form 55002009-01-010
Total of all active and inactive participants2009-01-010
Total participants2009-01-010

Financial Data on CUMMINS INC. MASTER RETIREMENT SAVINGS TRUST

Measure Date Value
2022 : CUMMINS INC. MASTER RETIREMENT SAVINGS TRUST 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$63,402,617
Total unrealized appreciation/depreciation of assets2022-12-31$63,402,617
Total transfer of assets to this plan2022-12-31$304,915,244
Total transfer of assets from this plan2022-12-31$317,802,884
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$0
Total income from all sources (including contributions)2022-12-31$-656,172,570
Total loss/gain on sale of assets2022-12-31$-48,915
Total of all expenses incurred2022-12-31$1,117,990
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$4,444,828,846
Value of total assets at beginning of year2022-12-31$5,115,007,046
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,117,990
Total interest from all sources2022-12-31$9,711
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$21,027,343
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$5,380,603
Administrative expenses professional fees incurred2022-12-31$10,459
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Assets. Other investments not covered elsewhere at end of year2022-12-31$32,872,670
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$-11,175,386
Other income not declared elsewhere2022-12-31$9,659,384
Value of net income/loss2022-12-31$-657,290,560
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,444,828,846
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,115,007,046
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$1,107,531
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$281,475,096
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$844,209,687
Value of interest in common/collective trusts at end of year2022-12-31$3,502,262,614
Value of interest in common/collective trusts at beginning of year2022-12-31$3,703,539,321
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$6,265,037
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$4,762,962
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$4,762,962
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$9,711
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-92,132,803
Net investment gain or loss from common/collective trusts2022-12-31$-658,089,907
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$621,953,429
Assets. Invements in employer securities at beginning of year2022-12-31$573,670,462
Income. Dividends from common stock2022-12-31$15,646,740
Did the plan have assets held for investment2022-12-31Yes
Aggregate proceeds on sale of assets2022-12-31$79,577,615
Aggregate carrying amount (costs) on sale of assets2022-12-31$79,626,530
2021 : CUMMINS INC. MASTER RETIREMENT SAVINGS TRUST 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-27,778,857
Total unrealized appreciation/depreciation of assets2021-12-31$-27,778,857
Total transfer of assets to this plan2021-12-31$268,472,807
Total transfer of assets from this plan2021-12-31$338,861,567
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$564,807,317
Total loss/gain on sale of assets2021-12-31$4,710,262
Total of all expenses incurred2021-12-31$1,179,848
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$5,115,007,046
Value of total assets at beginning of year2021-12-31$4,621,768,337
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,179,848
Total interest from all sources2021-12-31$-1,378
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$29,102,316
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$14,300,229
Administrative expenses professional fees incurred2021-12-31$12,065
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$-11,175,386
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$-25,238,028
Other income not declared elsewhere2021-12-31$8,895,890
Value of net income/loss2021-12-31$563,627,469
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,115,007,046
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,621,768,337
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$1,167,783
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$844,209,687
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$768,780,575
Value of interest in common/collective trusts at end of year2021-12-31$3,703,539,321
Value of interest in common/collective trusts at beginning of year2021-12-31$3,268,791,193
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$4,762,962
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$5,896,135
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$5,896,135
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$-1,378
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$90,751,715
Net investment gain or loss from common/collective trusts2021-12-31$459,127,369
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$573,670,462
Assets. Invements in employer securities at beginning of year2021-12-31$603,538,462
Income. Dividends from common stock2021-12-31$14,802,087
Did the plan have assets held for investment2021-12-31Yes
Aggregate proceeds on sale of assets2021-12-31$148,665,113
Aggregate carrying amount (costs) on sale of assets2021-12-31$143,954,851
2020 : CUMMINS INC. MASTER RETIREMENT SAVINGS TRUST 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$130,531,114
Total unrealized appreciation/depreciation of assets2020-12-31$130,531,114
Total transfer of assets to this plan2020-12-31$238,895,139
Total transfer of assets from this plan2020-12-31$514,020,453
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$663,506,245
Total loss/gain on sale of assets2020-12-31$1,182,476
Total of all expenses incurred2020-12-31$1,014,100
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$4,621,768,337
Value of total assets at beginning of year2020-12-31$4,234,401,506
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,014,100
Total interest from all sources2020-12-31$-4,885
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$28,512,751
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$13,750,725
Administrative expenses professional fees incurred2020-12-31$9,746
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$-25,238,028
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$-7,914,448
Other income not declared elsewhere2020-12-31$5,412,747
Value of net income/loss2020-12-31$662,492,145
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,621,768,337
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,234,401,506
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$1,004,354
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$768,780,575
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,035,932,207
Value of interest in common/collective trusts at end of year2020-12-31$3,268,791,193
Value of interest in common/collective trusts at beginning of year2020-12-31$2,677,039,190
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$5,896,135
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$4,629,005
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$4,629,005
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$-4,885
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$85,285,820
Net investment gain or loss from common/collective trusts2020-12-31$412,586,222
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$603,538,462
Assets. Invements in employer securities at beginning of year2020-12-31$524,715,552
Income. Dividends from common stock2020-12-31$14,762,026
Did the plan have assets held for investment2020-12-31Yes
Aggregate proceeds on sale of assets2020-12-31$164,191,624
Aggregate carrying amount (costs) on sale of assets2020-12-31$163,009,148
2019 : CUMMINS INC. MASTER RETIREMENT SAVINGS TRUST 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$96,682,057
Total unrealized appreciation/depreciation of assets2019-12-31$96,682,057
Total transfer of assets to this plan2019-12-31$280,262,917
Total transfer of assets from this plan2019-12-31$287,431,532
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$801,000,597
Total loss/gain on sale of assets2019-12-31$57,776,283
Total of all expenses incurred2019-12-31$3,077,340
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$4,234,401,506
Value of total assets at beginning of year2019-12-31$3,443,646,864
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,077,340
Total interest from all sources2019-12-31$139,788
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$62,740,285
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$46,784,901
Administrative expenses professional fees incurred2019-12-31$180
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$-7,914,448
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$-51,519
Administrative expenses (other) incurred2019-12-31$8,117
Value of net income/loss2019-12-31$797,923,257
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,234,401,506
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,443,646,864
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$693,492
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,035,932,207
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$901,721,320
Value of interest in common/collective trusts at end of year2019-12-31$2,677,039,190
Value of interest in common/collective trusts at beginning of year2019-12-31$1,713,069,049
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$4,629,005
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$139,788
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$349,442,811
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$157,861,864
Net investment gain or loss from common/collective trusts2019-12-31$425,851,839
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$524,715,552
Assets. Invements in employer securities at beginning of year2019-12-31$479,413,684
Income. Dividends from common stock2019-12-31$15,955,384
Contract administrator fees2019-12-31$2,375,551
Did the plan have assets held for investment2019-12-31Yes
Aggregate proceeds on sale of assets2019-12-31$236,538,666
Aggregate carrying amount (costs) on sale of assets2019-12-31$178,762,383
2018 : CUMMINS INC. MASTER RETIREMENT SAVINGS TRUST 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-237,656,183
Total unrealized appreciation/depreciation of assets2018-12-31$-237,656,183
Total transfer of assets to this plan2018-12-31$359,303,749
Total transfer of assets from this plan2018-12-31$243,379,541
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$0
Total income from all sources (including contributions)2018-12-31$-286,766,270
Total loss/gain on sale of assets2018-12-31$-7,128,259
Total of all expenses incurred2018-12-31$1,713,835
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$3,443,646,864
Value of total assets at beginning of year2018-12-31$3,616,202,761
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,713,835
Total interest from all sources2018-12-31$7,345,026
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of net income/loss2018-12-31$-288,480,105
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,443,646,864
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,616,202,761
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$1,713,835
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$901,721,320
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$976,139,468
Interest earned on other investments2018-12-31$7,345,026
Value of interest in common/collective trusts at end of year2018-12-31$1,713,069,049
Value of interest in common/collective trusts at beginning of year2018-12-31$1,682,065,957
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$10,554,859
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$10,554,859
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$349,442,811
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$319,970,211
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-59,229,807
Net investment gain or loss from common/collective trusts2018-12-31$9,902,953
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Assets. Invements in employer securities at end of year2018-12-31$479,413,684
Assets. Invements in employer securities at beginning of year2018-12-31$627,472,266
Did the plan have assets held for investment2018-12-31Yes
Aggregate proceeds on sale of assets2018-12-31$65,275,195
Aggregate carrying amount (costs) on sale of assets2018-12-31$72,403,454
2017 : CUMMINS INC. MASTER RETIREMENT SAVINGS TRUST 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$112,892,581
Total unrealized appreciation/depreciation of assets2017-12-31$112,892,581
Total transfer of assets to this plan2017-12-31$406,082,357
Total transfer of assets from this plan2017-12-31$226,113,608
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$551,803,804
Total loss/gain on sale of assets2017-12-31$13,132,810
Total of all expenses incurred2017-12-31$2,087,886
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$3,616,202,761
Value of total assets at beginning of year2017-12-31$2,886,518,094
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,087,886
Total interest from all sources2017-12-31$7,376,755
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$62,967,312
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$47,726,977
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of net income/loss2017-12-31$549,715,918
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,616,202,761
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,886,518,094
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$2,087,886
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$976,139,468
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,762,157,162
Interest earned on other investments2017-12-31$6,554,879
Value of interest in common/collective trusts at end of year2017-12-31$1,682,065,957
Value of interest in common/collective trusts at beginning of year2017-12-31$247,231,336
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$10,554,859
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$10,429,308
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$10,429,308
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$821,876
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$319,970,211
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$350,415,969
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$197,785,554
Net investment gain or loss from common/collective trusts2017-12-31$157,648,792
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Assets. Invements in employer securities at end of year2017-12-31$627,472,266
Assets. Invements in employer securities at beginning of year2017-12-31$516,284,319
Income. Dividends from common stock2017-12-31$15,240,335
Did the plan have assets held for investment2017-12-31Yes
Aggregate proceeds on sale of assets2017-12-31$105,256,746
Aggregate carrying amount (costs) on sale of assets2017-12-31$92,123,936
2016 : CUMMINS INC. MASTER RETIREMENT SAVINGS TRUST 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$173,726,293
Total unrealized appreciation/depreciation of assets2016-12-31$173,726,293
Total transfer of assets to this plan2016-12-31$754,137,957
Total transfer of assets from this plan2016-12-31$568,138,561
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$398,085,414
Total loss/gain on sale of assets2016-12-31$25,724,531
Total of all expenses incurred2016-12-31$1,816,968
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$2,886,518,094
Value of total assets at beginning of year2016-12-31$2,304,250,252
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,816,968
Total interest from all sources2016-12-31$7,583,727
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$53,571,572
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$37,485,800
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of net income/loss2016-12-31$396,268,446
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,886,518,094
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,304,250,252
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$1,816,968
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,762,157,162
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,371,772,134
Interest earned on other investments2016-12-31$7,452,789
Value of interest in common/collective trusts at end of year2016-12-31$247,231,336
Value of interest in common/collective trusts at beginning of year2016-12-31$216,862,431
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$10,429,308
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$16,527,703
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$16,527,703
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$130,938
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$350,415,969
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$332,067,362
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$111,451,215
Net investment gain or loss from common/collective trusts2016-12-31$26,028,076
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Assets. Invements in employer securities at end of year2016-12-31$516,284,319
Assets. Invements in employer securities at beginning of year2016-12-31$367,020,622
Income. Dividends from common stock2016-12-31$16,085,772
Did the plan have assets held for investment2016-12-31Yes
Aggregate proceeds on sale of assets2016-12-31$106,149,303
Aggregate carrying amount (costs) on sale of assets2016-12-31$80,424,772
2015 : CUMMINS INC. MASTER RETIREMENT SAVINGS TRUST 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-221,331,338
Total unrealized appreciation/depreciation of assets2015-12-31$-221,331,338
Total transfer of assets to this plan2015-12-31$250,479,198
Total transfer of assets from this plan2015-12-31$189,085,786
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$-225,089,740
Total loss/gain on sale of assets2015-12-31$-12,394,189
Total of all expenses incurred2015-12-31$1,551,722
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$2,304,250,252
Value of total assets at beginning of year2015-12-31$2,469,498,302
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,551,722
Total interest from all sources2015-12-31$6,798,426
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$66,582,102
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$51,997,961
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of net income/loss2015-12-31$-226,641,462
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,304,250,252
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,469,498,302
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,371,772,134
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,308,810,144
Interest earned on other investments2015-12-31$6,749,296
Value of interest in common/collective trusts at end of year2015-12-31$216,862,431
Value of interest in common/collective trusts at beginning of year2015-12-31$218,154,568
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$16,527,703
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$14,982,022
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$14,982,022
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$49,130
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$332,067,362
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$330,818,098
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-68,276,706
Net investment gain or loss from common/collective trusts2015-12-31$3,531,965
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Assets. Invements in employer securities at end of year2015-12-31$367,020,622
Assets. Invements in employer securities at beginning of year2015-12-31$596,733,470
Income. Dividends from common stock2015-12-31$14,584,141
Contract administrator fees2015-12-31$1,551,722
Did the plan have assets held for investment2015-12-31Yes
Aggregate proceeds on sale of assets2015-12-31$71,372,017
Aggregate carrying amount (costs) on sale of assets2015-12-31$83,766,206
2014 : CUMMINS INC. MASTER RETIREMENT SAVINGS TRUST 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$12,677,628
Total unrealized appreciation/depreciation of assets2014-12-31$12,677,628
Total transfer of assets to this plan2014-12-31$157,919,402
Total transfer of assets from this plan2014-12-31$158,630,140
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$134,244,308
Total loss/gain on sale of assets2014-12-31$1,699,567
Total of all expenses incurred2014-12-31$1,584,213
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$2,469,498,302
Value of total assets at beginning of year2014-12-31$2,337,548,945
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,584,213
Total interest from all sources2014-12-31$4,438,147
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$64,396,114
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$52,832,305
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of net income/loss2014-12-31$132,660,095
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,469,498,302
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,337,548,945
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,308,810,144
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,203,396,523
Interest earned on other investments2014-12-31$4,399,658
Value of interest in common/collective trusts at end of year2014-12-31$218,154,568
Value of interest in common/collective trusts at beginning of year2014-12-31$184,854,041
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$14,982,022
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$2,446,991
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$2,446,991
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$38,489
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$330,818,098
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$359,749,543
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$24,995,288
Net investment gain or loss from common/collective trusts2014-12-31$26,037,564
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Assets. Invements in employer securities at end of year2014-12-31$596,733,470
Assets. Invements in employer securities at beginning of year2014-12-31$587,101,847
Income. Dividends from common stock2014-12-31$11,563,809
Contract administrator fees2014-12-31$1,584,213
Did the plan have assets held for investment2014-12-31Yes
Aggregate proceeds on sale of assets2014-12-31$72,335,941
Aggregate carrying amount (costs) on sale of assets2014-12-31$70,636,374
2013 : CUMMINS INC. MASTER RETIREMENT SAVINGS TRUST 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$127,689,356
Total unrealized appreciation/depreciation of assets2013-12-31$127,689,356
Total transfer of assets to this plan2013-12-31$450,606,017
Total transfer of assets from this plan2013-12-31$467,363,004
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$404,427,176
Total loss/gain on sale of assets2013-12-31$9,339,461
Total of all expenses incurred2013-12-31$1,319,446
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$2,337,548,945
Value of total assets at beginning of year2013-12-31$1,951,198,202
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,319,446
Total interest from all sources2013-12-31$6,173,955
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$49,319,103
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$39,913,720
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of net income/loss2013-12-31$403,107,730
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,337,548,945
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,951,198,202
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$297,441
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,203,396,523
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$964,751,769
Interest earned on other investments2013-12-31$6,173,170
Value of interest in common/collective trusts at end of year2013-12-31$184,854,041
Value of interest in common/collective trusts at beginning of year2013-12-31$137,272,912
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$2,446,991
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$29,625,280
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$29,625,280
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$785
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$359,749,543
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$351,897,506
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$166,870,934
Net investment gain or loss from common/collective trusts2013-12-31$45,034,367
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Assets. Invements in employer securities at end of year2013-12-31$587,101,847
Assets. Invements in employer securities at beginning of year2013-12-31$467,650,735
Income. Dividends from common stock2013-12-31$9,405,383
Contract administrator fees2013-12-31$1,022,005
Did the plan have assets held for investment2013-12-31Yes
Aggregate proceeds on sale of assets2013-12-31$107,372,689
Aggregate carrying amount (costs) on sale of assets2013-12-31$98,033,228
2012 : CUMMINS INC. MASTER RETIREMENT SAVINGS TRUST 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$78,688,728
Total unrealized appreciation/depreciation of assets2012-12-31$78,688,728
Total transfer of assets to this plan2012-12-31$438,149,471
Total transfer of assets from this plan2012-12-31$419,950,560
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$250,138,241
Total loss/gain on sale of assets2012-12-31$13,078,098
Total of all expenses incurred2012-12-31$1,444,050
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$0
Value of total assets at end of year2012-12-31$1,951,198,202
Value of total assets at beginning of year2012-12-31$1,684,305,100
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,444,050
Total interest from all sources2012-12-31$10,710,513
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$36,317,329
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$28,422,058
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Administrative expenses (other) incurred2012-12-31$842,458
Value of net income/loss2012-12-31$248,694,191
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,951,198,202
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,684,305,100
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$601,592
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$964,751,769
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$795,359,283
Interest earned on other investments2012-12-31$10,642,586
Value of interest in common/collective trusts at end of year2012-12-31$137,272,912
Value of interest in common/collective trusts at beginning of year2012-12-31$124,190,509
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$29,625,280
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$21,517,887
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$21,517,887
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$67,927
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$351,897,506
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$341,254,922
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$91,730,840
Net investment gain or loss from common/collective trusts2012-12-31$19,612,733
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Assets. Invements in employer securities at end of year2012-12-31$467,650,735
Assets. Invements in employer securities at beginning of year2012-12-31$401,982,499
Income. Dividends from common stock2012-12-31$7,895,271
Did the plan have assets held for investment2012-12-31Yes
Aggregate proceeds on sale of assets2012-12-31$91,040,608
Aggregate carrying amount (costs) on sale of assets2012-12-31$77,962,510
2011 : CUMMINS INC. MASTER RETIREMENT SAVINGS TRUST 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-90,484,842
Total unrealized appreciation/depreciation of assets2011-12-31$-90,484,842
Total transfer of assets to this plan2011-12-31$394,493,100
Total transfer of assets from this plan2011-12-31$419,045,453
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$-83,351,725
Total loss/gain on sale of assets2011-12-31$-3,768,820
Total of all expenses incurred2011-12-31$1,142,648
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$0
Value of total assets at end of year2011-12-31$1,684,305,100
Value of total assets at beginning of year2011-12-31$1,793,351,826
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,142,648
Total interest from all sources2011-12-31$11,211,019
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$25,689,595
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$19,759,930
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Administrative expenses (other) incurred2011-12-31$570,031
Value of net income/loss2011-12-31$-84,494,373
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,684,305,100
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,793,351,826
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$572,617
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$795,359,283
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$832,350,736
Interest earned on other investments2011-12-31$11,169,566
Value of interest in common/collective trusts at end of year2011-12-31$124,190,509
Value of interest in common/collective trusts at beginning of year2011-12-31$133,701,222
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$21,517,887
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$13,272,106
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$13,272,106
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$41,453
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$341,254,922
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$336,085,357
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-29,104,122
Net investment gain or loss from common/collective trusts2011-12-31$3,105,445
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$401,982,499
Assets. Invements in employer securities at beginning of year2011-12-31$477,942,405
Income. Dividends from common stock2011-12-31$5,929,665
Did the plan have assets held for investment2011-12-31Yes
Aggregate proceeds on sale of assets2011-12-31$66,713,607
Aggregate carrying amount (costs) on sale of assets2011-12-31$70,482,427
2010 : CUMMINS INC. MASTER RETIREMENT SAVINGS TRUST 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$278,326,569
Total unrealized appreciation/depreciation of assets2010-12-31$278,326,569
Total transfer of assets to this plan2010-12-31$291,704,568
Total transfer of assets from this plan2010-12-31$320,975,558
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$412,792,531
Total loss/gain on sale of assets2010-12-31$9,696,359
Total of all expenses incurred2010-12-31$794,676
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$0
Value of total assets at end of year2010-12-31$1,793,351,826
Value of total assets at beginning of year2010-12-31$1,410,624,961
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$794,676
Total interest from all sources2010-12-31$10,359,480
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$25,039,514
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$21,126,696
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Administrative expenses (other) incurred2010-12-31$227,731
Value of net income/loss2010-12-31$411,997,855
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,793,351,826
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,410,624,961
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$566,945
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$832,350,736
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$713,369,778
Interest earned on other investments2010-12-31$10,333,735
Value of interest in common/collective trusts at end of year2010-12-31$133,701,222
Value of interest in common/collective trusts at beginning of year2010-12-31$119,771,114
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$13,272,106
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$6,791,414
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$6,791,414
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$25,745
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$336,085,357
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$355,751,238
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$72,091,141
Net investment gain or loss from common/collective trusts2010-12-31$17,279,468
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Assets. Invements in employer securities at end of year2010-12-31$477,942,405
Assets. Invements in employer securities at beginning of year2010-12-31$214,941,417
Income. Dividends from common stock2010-12-31$3,912,818
Did the plan have assets held for investment2010-12-31Yes
Aggregate proceeds on sale of assets2010-12-31$44,556,199
Aggregate carrying amount (costs) on sale of assets2010-12-31$34,859,840

Form 5500 Responses for CUMMINS INC. MASTER RETIREMENT SAVINGS TRUST

2022: CUMMINS INC. MASTER RETIREMENT SAVINGS TRUST 2022 form 5500 responses
2022-01-01Type of plan entityDFE (Diect Filing Entity)
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2021: CUMMINS INC. MASTER RETIREMENT SAVINGS TRUST 2021 form 5500 responses
2021-01-01Type of plan entityDFE (Diect Filing Entity)
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2020: CUMMINS INC. MASTER RETIREMENT SAVINGS TRUST 2020 form 5500 responses
2020-01-01Type of plan entityDFE (Diect Filing Entity)
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2019: CUMMINS INC. MASTER RETIREMENT SAVINGS TRUST 2019 form 5500 responses
2019-01-01Type of plan entityDFE (Diect Filing Entity)
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2018: CUMMINS INC. MASTER RETIREMENT SAVINGS TRUST 2018 form 5500 responses
2018-01-01Type of plan entityDFE (Diect Filing Entity)
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2017: CUMMINS INC. MASTER RETIREMENT SAVINGS TRUST 2017 form 5500 responses
2017-01-01Type of plan entityDFE (Diect Filing Entity)
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2016: CUMMINS INC. MASTER RETIREMENT SAVINGS TRUST 2016 form 5500 responses
2016-01-01Type of plan entityDFE (Diect Filing Entity)
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2015: CUMMINS INC. MASTER RETIREMENT SAVINGS TRUST 2015 form 5500 responses
2015-01-01Type of plan entityDFE (Diect Filing Entity)
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2014: CUMMINS INC. MASTER RETIREMENT SAVINGS TRUST 2014 form 5500 responses
2014-01-01Type of plan entityDFE (Diect Filing Entity)
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2013: CUMMINS INC. MASTER RETIREMENT SAVINGS TRUST 2013 form 5500 responses
2013-01-01Type of plan entityDFE (Diect Filing Entity)
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2012: CUMMINS INC. MASTER RETIREMENT SAVINGS TRUST 2012 form 5500 responses
2012-01-01Type of plan entityDFE (Diect Filing Entity)
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2011: CUMMINS INC. MASTER RETIREMENT SAVINGS TRUST 2011 form 5500 responses
2011-01-01Type of plan entityDFE (Diect Filing Entity)
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2009: CUMMINS INC. MASTER RETIREMENT SAVINGS TRUST 2009 form 5500 responses
2009-01-01Type of plan entityDFE (Diect Filing Entity)
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMDA00817TR
Policy instance 1
Insurance contract or identification numberMDA00817TR
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberJPM_CMN_IP_0316
Policy instance 2
Insurance contract or identification numberJPM_CMN_IP_0316
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number35543
Policy instance 3
Insurance contract or identification number35543
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMDA00817TR
Policy instance 1
Insurance contract or identification numberMDA00817TR
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number35543
Policy instance 2
Insurance contract or identification number35543
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberJPM_CMN_IP_0316
Policy instance 3
Insurance contract or identification numberJPM_CMN_IP_0316
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMDA00817TR
Policy instance 1
Insurance contract or identification numberMDA00817TR
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number35543
Policy instance 2
Insurance contract or identification number35543
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberJPM_CMN_IP_0316
Policy instance 3
Insurance contract or identification numberJPM_CMN_IP_0316
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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