401k Plan data: PARKER-HANNIFIN CONSOLIDATED PENSION PLAN

PARKER-HANNIFIN CONSOLIDATED PENSION PLAN - A 401k Plan overview

Plan Name	PARKER-HANNIFIN CONSOLIDATED PENSION PLAN - A
Plan identification number	070

PARKER-HANNIFIN CONSOLIDATED PENSION PLAN - A Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Benefits are primarily flat dollar (includes dollars per year of service)
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

PARKER HANNIFIN CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: PARKER HANNIFIN CORPORATION

Employer identification number (EIN): 340451060

NAIC Classification: 333200

Additional information about PARKER HANNIFIN CORPORATION

Jurisdiction of Incorporation: Georgia Department of States Corporations Division

Incorporation Date:

Company Identification Number: 572429

More information about PARKER HANNIFIN CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PARKER-HANNIFIN CONSOLIDATED PENSION PLAN - A

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
070 2022-06-01
070 2021-06-01
070 2020-06-01

Plan Statistics for PARKER-HANNIFIN CONSOLIDATED PENSION PLAN - A

401k plan membership statisitcs for PARKER-HANNIFIN CONSOLIDATED PENSION PLAN - A

Measure Date Value
2023: PARKER-HANNIFIN CONSOLIDATED PENSION PLAN - A 2023 401k membership
Market value of plan assets 2023-05-31 3,533,669,445
Acturial value of plan assets 2023-05-31 3,607,905,293
Funding target for retired participants and beneficiaries receiving payment 2023-05-31 2,229,546,870
Number of terminated vested participants 2023-05-31 6,913
Fundng target for terminated vested participants 2023-05-31 338,608,914
Active participant vested funding target 2023-05-31 715,533,877
Number of active participants 2023-05-31 8,048
Total funding liabilities for active participants 2023-05-31 733,030,147
Total participant count 2023-05-31 36,778
Total funding target for all participants 2023-05-31 3,301,185,931
Balance at beginning of prior year after applicable adjustments 2023-05-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2023-05-31 156,683,466
Carryover balanced portion elected for use to offset prior years funding requirement 2023-05-31 0
Prefunding balanced used to offset prior years funding requirement 2023-05-31 0
Amount remaining of carryover balance 2023-05-31 0
Amount remaining of prefunding balance 2023-05-31 156,683,466
Present value of excess contributions 2023-05-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2023-05-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2023-05-31 0
Reductions in caryover balances due to elections or deemed elections 2023-05-31 0
Reductions in prefunding balances due to elections or deemed elections 2023-05-31 0
Balance of carryovers at beginning of current year 2023-05-31 0
Balance of prefunding at beginning of current year 2023-05-31 149,648,378
Total employer contributions 2023-05-31 0
Total employee contributions 2023-05-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2023-05-31 0
Contributions made to avoid restrictions adjusted to valuation date 2023-05-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2023-05-31 0
Unpaid minimum required contributions for all prior years 2023-05-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2023-05-31 0
Remaining amount of unpaid minimum required contributions 2023-05-31 0
Minimum required contributions for current year target normal cost 2023-05-31 45,848,848
Net shortfall amortization installment of oustanding balance 2023-05-31 0
Waiver amortization installment 2023-05-31 0
Total funding amount beforereflecting carryover/prefunding balances 2023-05-31 0
Carryover balance elected to use to offset funding requirement 2023-05-31 0
Prefunding balance elected to use to offset funding requirement 2023-05-31 0
Additional cash requirement 2023-05-31 0
Contributions allocatedtoward minimum required contributions for current year 2023-05-31 0
Unpaid minimum required contributions for current year 2023-05-31 0
Unpaid minimum required contributions for all years 2023-05-31 0
2022: PARKER-HANNIFIN CONSOLIDATED PENSION PLAN - A 2022 401k membership
Total participants, beginning-of-year 2022-06-01 36,778
Total number of active participants reported on line 7a of the Form 5500 2022-06-01 0
Number of retired or separated participants receiving benefits 2022-06-01 0
Number of other retired or separated participants entitled to future benefits 2022-06-01 0
Total of all active and inactive participants 2022-06-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-06-01 0
Total participants 2022-06-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-06-01 69
Market value of plan assets 2022-05-31 3,936,996,963
Acturial value of plan assets 2022-05-31 3,543,297,267
Funding target for retired participants and beneficiaries receiving payment 2022-05-31 2,113,912,595
Number of terminated vested participants 2022-05-31 7,214
Fundng target for terminated vested participants 2022-05-31 350,859,115
Active participant vested funding target 2022-05-31 758,050,565
Number of active participants 2022-05-31 8,801
Total funding liabilities for active participants 2022-05-31 785,241,691
Total participant count 2022-05-31 37,391
Total funding target for all participants 2022-05-31 3,250,013,401
Balance at beginning of prior year after applicable adjustments 2022-05-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-05-31 232,727,621
Carryover balanced portion elected for use to offset prior years funding requirement 2022-05-31 0
Prefunding balanced used to offset prior years funding requirement 2022-05-31 106,186,298
Amount remaining of carryover balance 2022-05-31 0
Amount remaining of prefunding balance 2022-05-31 126,541,323
Present value of excess contributions 2022-05-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-05-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-05-31 0
Reductions in caryover balances due to elections or deemed elections 2022-05-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-05-31 0
Balance of carryovers at beginning of current year 2022-05-31 0
Balance of prefunding at beginning of current year 2022-05-31 156,683,466
Total employer contributions 2022-05-31 0
Total employee contributions 2022-05-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-05-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-05-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-05-31 0
Liquidity shortfalls end of Q1 2022-05-31 0
Liquidity shortfalls end of Q2 2022-05-31 0
Liquidity shortfalls end of Q3 2022-05-31 0
Liquidity shortfalls end of Q4 2022-05-31 0
Unpaid minimum required contributions for all prior years 2022-05-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-05-31 0
Remaining amount of unpaid minimum required contributions 2022-05-31 0
Minimum required contributions for current year target normal cost 2022-05-31 55,492,420
Net shortfall amortization installment of oustanding balance 2022-05-31 0
Waiver amortization installment 2022-05-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-05-31 0
Carryover balance elected to use to offset funding requirement 2022-05-31 0
Prefunding balance elected to use to offset funding requirement 2022-05-31 0
Additional cash requirement 2022-05-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-05-31 0
Unpaid minimum required contributions for current year 2022-05-31 0
Unpaid minimum required contributions for all years 2022-05-31 0
2021: PARKER-HANNIFIN CONSOLIDATED PENSION PLAN - A 2021 401k membership
Total participants, beginning-of-year 2021-06-01 37,391
Total number of active participants reported on line 7a of the Form 5500 2021-06-01 8,048
Number of retired or separated participants receiving benefits 2021-06-01 18,116
Number of other retired or separated participants entitled to future benefits 2021-06-01 6,731
Total of all active and inactive participants 2021-06-01 32,895
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-06-01 3,883
Total participants 2021-06-01 36,778
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-06-01 117
Market value of plan assets 2021-05-31 3,399,289,772
Acturial value of plan assets 2021-05-31 3,361,849,687
Funding target for retired participants and beneficiaries receiving payment 2021-05-31 2,096,830,930
Number of terminated vested participants 2021-05-31 7,150
Fundng target for terminated vested participants 2021-05-31 378,193,468
Active participant vested funding target 2021-05-31 799,667,855
Number of active participants 2021-05-31 9,296
Total funding liabilities for active participants 2021-05-31 830,474,959
Total participant count 2021-05-31 37,656
Total funding target for all participants 2021-05-31 3,305,499,357
Balance at beginning of prior year after applicable adjustments 2021-05-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-05-31 312,589,946
Carryover balanced portion elected for use to offset prior years funding requirement 2021-05-31 0
Prefunding balanced used to offset prior years funding requirement 2021-05-31 99,873,927
Amount remaining of carryover balance 2021-05-31 0
Amount remaining of prefunding balance 2021-05-31 212,716,019
Present value of excess contributions 2021-05-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-05-31 0
Reductions in caryover balances due to elections or deemed elections 2021-05-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-05-31 0
Balance of carryovers at beginning of current year 2021-05-31 0
Balance of prefunding at beginning of current year 2021-05-31 232,727,621
Total employer contributions 2021-05-31 0
Total employee contributions 2021-05-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-05-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-05-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-05-31 0
Liquidity shortfalls end of Q1 2021-05-31 0
Liquidity shortfalls end of Q2 2021-05-31 0
Liquidity shortfalls end of Q3 2021-05-31 0
Liquidity shortfalls end of Q4 2021-05-31 0
Unpaid minimum required contributions for all prior years 2021-05-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-05-31 0
Remaining amount of unpaid minimum required contributions 2021-05-31 0
Minimum required contributions for current year target normal cost 2021-05-31 66,029,753
Net shortfall amortization installment of oustanding balance 2021-05-31 176,377,291
Waiver amortization installment 2021-05-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-05-31 106,186,298
Carryover balance elected to use to offset funding requirement 2021-05-31 0
Prefunding balance elected to use to offset funding requirement 2021-05-31 106,186,298
Additional cash requirement 2021-05-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-05-31 0
Unpaid minimum required contributions for current year 2021-05-31 0
Unpaid minimum required contributions for all years 2021-05-31 0
2020: PARKER-HANNIFIN CONSOLIDATED PENSION PLAN - A 2020 401k membership
Total participants, beginning-of-year 2020-06-01 37,656
Total number of active participants reported on line 7a of the Form 5500 2020-06-01 8,801
Number of retired or separated participants receiving benefits 2020-06-01 17,752
Number of other retired or separated participants entitled to future benefits 2020-06-01 7,003
Total of all active and inactive participants 2020-06-01 33,556
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-06-01 3,835
Total participants 2020-06-01 37,391
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-06-01 53

Measure	Date	Value
2023: PARKER-HANNIFIN CONSOLIDATED PENSION PLAN - A 2023 401k membership
Market value of plan assets	2023-05-31	3,533,669,445
Acturial value of plan assets	2023-05-31	3,607,905,293
Funding target for retired participants and beneficiaries receiving payment	2023-05-31	2,229,546,870
Number of terminated vested participants	2023-05-31	6,913
Fundng target for terminated vested participants	2023-05-31	338,608,914
Active participant vested funding target	2023-05-31	715,533,877
Number of active participants	2023-05-31	8,048
Total funding liabilities for active participants	2023-05-31	733,030,147
Total participant count	2023-05-31	36,778
Total funding target for all participants	2023-05-31	3,301,185,931
Balance at beginning of prior year after applicable adjustments	2023-05-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2023-05-31	156,683,466
Carryover balanced portion elected for use to offset prior years funding requirement	2023-05-31	0
Prefunding balanced used to offset prior years funding requirement	2023-05-31	0
Amount remaining of carryover balance	2023-05-31	0
Amount remaining of prefunding balance	2023-05-31	156,683,466
Present value of excess contributions	2023-05-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2023-05-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2023-05-31	0
Reductions in caryover balances due to elections or deemed elections	2023-05-31	0
Reductions in prefunding balances due to elections or deemed elections	2023-05-31	0
Balance of carryovers at beginning of current year	2023-05-31	0
Balance of prefunding at beginning of current year	2023-05-31	149,648,378
Total employer contributions	2023-05-31	0
Total employee contributions	2023-05-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2023-05-31	0
Contributions made to avoid restrictions adjusted to valuation date	2023-05-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2023-05-31	0
Unpaid minimum required contributions for all prior years	2023-05-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2023-05-31	0
Remaining amount of unpaid minimum required contributions	2023-05-31	0
Minimum required contributions for current year target normal cost	2023-05-31	45,848,848
Net shortfall amortization installment of oustanding balance	2023-05-31	0
Waiver amortization installment	2023-05-31	0
Total funding amount beforereflecting carryover/prefunding balances	2023-05-31	0
Carryover balance elected to use to offset funding requirement	2023-05-31	0
Prefunding balance elected to use to offset funding requirement	2023-05-31	0
Additional cash requirement	2023-05-31	0
Contributions allocatedtoward minimum required contributions for current year	2023-05-31	0
Unpaid minimum required contributions for current year	2023-05-31	0
Unpaid minimum required contributions for all years	2023-05-31	0
2022: PARKER-HANNIFIN CONSOLIDATED PENSION PLAN - A 2022 401k membership
Total participants, beginning-of-year	2022-06-01	36,778
Total number of active participants reported on line 7a of the Form 5500	2022-06-01	0
Number of retired or separated participants receiving benefits	2022-06-01	0
Number of other retired or separated participants entitled to future benefits	2022-06-01	0
Total of all active and inactive participants	2022-06-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-06-01	0
Total participants	2022-06-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-06-01	69
Market value of plan assets	2022-05-31	3,936,996,963
Acturial value of plan assets	2022-05-31	3,543,297,267
Funding target for retired participants and beneficiaries receiving payment	2022-05-31	2,113,912,595
Number of terminated vested participants	2022-05-31	7,214
Fundng target for terminated vested participants	2022-05-31	350,859,115
Active participant vested funding target	2022-05-31	758,050,565
Number of active participants	2022-05-31	8,801
Total funding liabilities for active participants	2022-05-31	785,241,691
Total participant count	2022-05-31	37,391
Total funding target for all participants	2022-05-31	3,250,013,401
Balance at beginning of prior year after applicable adjustments	2022-05-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-05-31	232,727,621
Carryover balanced portion elected for use to offset prior years funding requirement	2022-05-31	0
Prefunding balanced used to offset prior years funding requirement	2022-05-31	106,186,298
Amount remaining of carryover balance	2022-05-31	0
Amount remaining of prefunding balance	2022-05-31	126,541,323
Present value of excess contributions	2022-05-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-05-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-05-31	0
Reductions in caryover balances due to elections or deemed elections	2022-05-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-05-31	0
Balance of carryovers at beginning of current year	2022-05-31	0
Balance of prefunding at beginning of current year	2022-05-31	156,683,466
Total employer contributions	2022-05-31	0
Total employee contributions	2022-05-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-05-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-05-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-05-31	0
Liquidity shortfalls end of Q1	2022-05-31	0
Liquidity shortfalls end of Q2	2022-05-31	0
Liquidity shortfalls end of Q3	2022-05-31	0
Liquidity shortfalls end of Q4	2022-05-31	0
Unpaid minimum required contributions for all prior years	2022-05-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-05-31	0
Remaining amount of unpaid minimum required contributions	2022-05-31	0
Minimum required contributions for current year target normal cost	2022-05-31	55,492,420
Net shortfall amortization installment of oustanding balance	2022-05-31	0
Waiver amortization installment	2022-05-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-05-31	0
Carryover balance elected to use to offset funding requirement	2022-05-31	0
Prefunding balance elected to use to offset funding requirement	2022-05-31	0
Additional cash requirement	2022-05-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-05-31	0
Unpaid minimum required contributions for current year	2022-05-31	0
Unpaid minimum required contributions for all years	2022-05-31	0
2021: PARKER-HANNIFIN CONSOLIDATED PENSION PLAN - A 2021 401k membership
Total participants, beginning-of-year	2021-06-01	37,391
Total number of active participants reported on line 7a of the Form 5500	2021-06-01	8,048
Number of retired or separated participants receiving benefits	2021-06-01	18,116
Number of other retired or separated participants entitled to future benefits	2021-06-01	6,731
Total of all active and inactive participants	2021-06-01	32,895
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-06-01	3,883
Total participants	2021-06-01	36,778
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-06-01	117
Market value of plan assets	2021-05-31	3,399,289,772
Acturial value of plan assets	2021-05-31	3,361,849,687
Funding target for retired participants and beneficiaries receiving payment	2021-05-31	2,096,830,930
Number of terminated vested participants	2021-05-31	7,150
Fundng target for terminated vested participants	2021-05-31	378,193,468
Active participant vested funding target	2021-05-31	799,667,855
Number of active participants	2021-05-31	9,296
Total funding liabilities for active participants	2021-05-31	830,474,959
Total participant count	2021-05-31	37,656
Total funding target for all participants	2021-05-31	3,305,499,357
Balance at beginning of prior year after applicable adjustments	2021-05-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-05-31	312,589,946
Carryover balanced portion elected for use to offset prior years funding requirement	2021-05-31	0
Prefunding balanced used to offset prior years funding requirement	2021-05-31	99,873,927
Amount remaining of carryover balance	2021-05-31	0
Amount remaining of prefunding balance	2021-05-31	212,716,019
Present value of excess contributions	2021-05-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-05-31	0
Reductions in caryover balances due to elections or deemed elections	2021-05-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-05-31	0
Balance of carryovers at beginning of current year	2021-05-31	0
Balance of prefunding at beginning of current year	2021-05-31	232,727,621
Total employer contributions	2021-05-31	0
Total employee contributions	2021-05-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-05-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-05-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-05-31	0
Liquidity shortfalls end of Q1	2021-05-31	0
Liquidity shortfalls end of Q2	2021-05-31	0
Liquidity shortfalls end of Q3	2021-05-31	0
Liquidity shortfalls end of Q4	2021-05-31	0
Unpaid minimum required contributions for all prior years	2021-05-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-05-31	0
Remaining amount of unpaid minimum required contributions	2021-05-31	0
Minimum required contributions for current year target normal cost	2021-05-31	66,029,753
Net shortfall amortization installment of oustanding balance	2021-05-31	176,377,291
Waiver amortization installment	2021-05-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-05-31	106,186,298
Carryover balance elected to use to offset funding requirement	2021-05-31	0
Prefunding balance elected to use to offset funding requirement	2021-05-31	106,186,298
Additional cash requirement	2021-05-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-05-31	0
Unpaid minimum required contributions for current year	2021-05-31	0
Unpaid minimum required contributions for all years	2021-05-31	0
2020: PARKER-HANNIFIN CONSOLIDATED PENSION PLAN - A 2020 401k membership
Total participants, beginning-of-year	2020-06-01	37,656
Total number of active participants reported on line 7a of the Form 5500	2020-06-01	8,801
Number of retired or separated participants receiving benefits	2020-06-01	17,752
Number of other retired or separated participants entitled to future benefits	2020-06-01	7,003
Total of all active and inactive participants	2020-06-01	33,556
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-06-01	3,835
Total participants	2020-06-01	37,391
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-06-01	53

Financial Data on PARKER-HANNIFIN CONSOLIDATED PENSION PLAN - A

Measure	Date	Value
2023 : PARKER-HANNIFIN CONSOLIDATED PENSION PLAN - A 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2023-05-31	$20,975,023
Total unrealized appreciation/depreciation of assets	2023-05-31	$20,975,023
Total transfer of assets from this plan	2023-05-31	$3,202,459,201
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-05-31	$57,747,689
Total income from all sources (including contributions)	2023-05-31	$-101,901,840
Total loss/gain on sale of assets	2023-05-31	$-143,627,754
Total of all expenses incurred	2023-05-31	$229,308,404
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-05-31	$218,571,629
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-05-31	$0
Value of total assets at end of year	2023-05-31	$0
Value of total assets at beginning of year	2023-05-31	$3,591,417,134
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-05-31	$10,736,775
Total interest from all sources	2023-05-31	$27,120,513
Total dividends received (eg from common stock, registered investment company shares)	2023-05-31	$26,202,264
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-05-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2023-05-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2023-05-31	$19,019,651
Assets. Real estate other than employer real property at end of year	2023-05-31	$0
Assets. Real estate other than employer real property at beginning of year	2023-05-31	$0
Administrative expenses professional fees incurred	2023-05-31	$3,853,707
Was this plan covered by a fidelity bond	2023-05-31	Yes
Value of fidelity bond cover	2023-05-31	$40,000,000
Were there any nonexempt tranactions with any party-in-interest	2023-05-31	No
Assets. Other investments not covered elsewhere at end of year	2023-05-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2023-05-31	$19,653,848
Value of other receiveables (less allowance for doubtful accounts) at end of year	2023-05-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2023-05-31	$7,212,754
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2023-05-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2023-05-31	$57,747,689
Administrative expenses (other) incurred	2023-05-31	$5,509,328
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-05-31	No
Value of net income/loss	2023-05-31	$-331,210,244
Value of net assets at end of year (total assets less liabilities)	2023-05-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2023-05-31	$3,533,669,445
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-05-31	No
Were any leases to which the plan was party in default or uncollectible	2023-05-31	No
Assets. partnership/joint venture interests at end of year	2023-05-31	$0
Assets. partnership/joint venture interests at beginning of year	2023-05-31	$129,075,188
Investment advisory and management fees	2023-05-31	$1,363,461
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-05-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-05-31	$291,620,156
Interest earned on other investments	2023-05-31	$86,027
Income. Interest from US Government securities	2023-05-31	$523,806
Income. Interest from corporate debt instruments	2023-05-31	$25,298,180
Value of interest in common/collective trusts at end of year	2023-05-31	$0
Value of interest in common/collective trusts at beginning of year	2023-05-31	$2,122,830,991
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-05-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-05-31	$192,981,442
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-05-31	$192,981,442
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-05-31	$1,212,500
Asset value of US Government securities at end of year	2023-05-31	$0
Asset value of US Government securities at beginning of year	2023-05-31	$77,176,661
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-05-31	$-16,949,878
Net investment gain or loss from common/collective trusts	2023-05-31	$-15,622,008
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-05-31	Yes
Was there a failure to transmit to the plan any participant contributions	2023-05-31	No
Has the plan failed to provide any benefit when due under the plan	2023-05-31	No
Assets. Invements in employer securities at end of year	2023-05-31	$0
Assets. Invements in employer securities at beginning of year	2023-05-31	$361,848,654
Income. Dividends from common stock	2023-05-31	$7,182,613
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-05-31	$218,571,629
Asset. Corporate debt instrument debt (other) at end of year	2023-05-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2023-05-31	$388,725,876
Contract administrator fees	2023-05-31	$10,279
Assets. Corporate common stocks other than exployer securities at end of year	2023-05-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2023-05-31	$291,564
Did the plan have assets held for investment	2023-05-31	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	2023-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-05-31	Yes
Aggregate proceeds on sale of assets	2023-05-31	$1,359,177,043
Aggregate carrying amount (costs) on sale of assets	2023-05-31	$1,502,804,797
Opinion of an independent qualified public accountant for this plan	2023-05-31	Unqualified
Accountancy firm name	2023-05-31	BOBER, MARKEY, FEDOROVICH & COMPANY
Accountancy firm EIN	2023-05-31	341523030
2022 : PARKER-HANNIFIN CONSOLIDATED PENSION PLAN - A 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-05-31	$-164,836,064
Total unrealized appreciation/depreciation of assets	2022-05-31	$-164,836,064
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-05-31	$57,747,689
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-05-31	$63,383,680
Total income from all sources (including contributions)	2022-05-31	$-169,779,191
Total loss/gain on sale of assets	2022-05-31	$128,082,791
Total of all expenses incurred	2022-05-31	$233,548,327
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-05-31	$208,609,833
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-05-31	$0
Value of total assets at end of year	2022-05-31	$3,591,417,134
Value of total assets at beginning of year	2022-05-31	$4,000,380,643
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-05-31	$24,938,494
Total interest from all sources	2022-05-31	$22,624,224
Total dividends received (eg from common stock, registered investment company shares)	2022-05-31	$28,725,731
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-05-31	$22,955,347
Assets. Real estate other than employer real property at end of year	2022-05-31	$0
Assets. Real estate other than employer real property at beginning of year	2022-05-31	$10,443,993
Administrative expenses professional fees incurred	2022-05-31	$23,400
Was this plan covered by a fidelity bond	2022-05-31	Yes
Value of fidelity bond cover	2022-05-31	$40,000,000
Were there any nonexempt tranactions with any party-in-interest	2022-05-31	No
Assets. Other investments not covered elsewhere at end of year	2022-05-31	$19,653,848
Assets. Other investments not covered elsewhere at beginning of year	2022-05-31	$237,692
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-05-31	$7,212,754
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-05-31	$7,084,943
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-05-31	$57,747,689
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-05-31	$63,383,680
Administrative expenses (other) incurred	2022-05-31	$23,520,837
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-05-31	No
Value of net income/loss	2022-05-31	$-403,327,518
Value of net assets at end of year (total assets less liabilities)	2022-05-31	$3,533,669,445
Value of net assets at beginning of year (total assets less liabilities)	2022-05-31	$3,936,996,963
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-05-31	No
Were any leases to which the plan was party in default or uncollectible	2022-05-31	No
Assets. partnership/joint venture interests at end of year	2022-05-31	$129,075,188
Assets. partnership/joint venture interests at beginning of year	2022-05-31	$124,051,500
Investment advisory and management fees	2022-05-31	$1,394,257
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-05-31	$291,620,156
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-05-31	$481,225,261
Interest earned on other investments	2022-05-31	$2,909,441
Income. Interest from US Government securities	2022-05-31	$410,527
Income. Interest from corporate debt instruments	2022-05-31	$19,254,223
Value of interest in common/collective trusts at end of year	2022-05-31	$2,122,830,991
Value of interest in common/collective trusts at beginning of year	2022-05-31	$2,133,915,046
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-05-31	$192,981,442
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-05-31	$212,977,482
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-05-31	$212,977,482
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-05-31	$50,033
Asset value of US Government securities at end of year	2022-05-31	$77,176,661
Asset value of US Government securities at beginning of year	2022-05-31	$127,409,100
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-05-31	$-48,405,817
Net investment gain or loss from common/collective trusts	2022-05-31	$-135,970,056
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-05-31	Yes
Was there a failure to transmit to the plan any participant contributions	2022-05-31	No
Has the plan failed to provide any benefit when due under the plan	2022-05-31	No
Assets. Invements in employer securities at end of year	2022-05-31	$361,848,654
Assets. Invements in employer securities at beginning of year	2022-05-31	$409,683,884
Income. Dividends from common stock	2022-05-31	$5,770,384
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-05-31	$208,609,833
Asset. Corporate debt instrument debt (other) at end of year	2022-05-31	$388,725,876
Asset. Corporate debt instrument debt (other) at beginning of year	2022-05-31	$493,351,742
Assets. Corporate common stocks other than exployer securities at end of year	2022-05-31	$291,564
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-05-31	$0
Did the plan have assets held for investment	2022-05-31	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	2022-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-05-31	No
Aggregate proceeds on sale of assets	2022-05-31	$2,333,521,791
Aggregate carrying amount (costs) on sale of assets	2022-05-31	$2,205,439,000
Opinion of an independent qualified public accountant for this plan	2022-05-31	Unqualified
Accountancy firm name	2022-05-31	BOBER, MARKEY, FEDOROVICH & COMPANY
Accountancy firm EIN	2022-05-31	341523030
2021 : PARKER-HANNIFIN CONSOLIDATED PENSION PLAN - A 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-05-31	$483,637,761
Total unrealized appreciation/depreciation of assets	2021-05-31	$483,637,761
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-05-31	$63,383,680
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-05-31	$375,455,318
Total income from all sources (including contributions)	2021-05-31	$784,263,855
Total loss/gain on sale of assets	2021-05-31	$184,918,941
Total of all expenses incurred	2021-05-31	$246,556,664
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-05-31	$215,841,640
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-05-31	$0
Value of total assets at end of year	2021-05-31	$4,000,380,643
Value of total assets at beginning of year	2021-05-31	$3,774,745,090
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-05-31	$30,715,024
Total interest from all sources	2021-05-31	$20,110,665
Total dividends received (eg from common stock, registered investment company shares)	2021-05-31	$21,730,001
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-05-31	$21,730,001
Assets. Real estate other than employer real property at end of year	2021-05-31	$10,443,993
Assets. Real estate other than employer real property at beginning of year	2021-05-31	$7,533,135
Administrative expenses professional fees incurred	2021-05-31	$2,154,513
Was this plan covered by a fidelity bond	2021-05-31	Yes
Value of fidelity bond cover	2021-05-31	$40,000,000
If this is an individual account plan, was there a blackout period	2021-05-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-05-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-05-31	No
Assets. Other investments not covered elsewhere at end of year	2021-05-31	$237,692
Assets. Other investments not covered elsewhere at beginning of year	2021-05-31	$326,174
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-05-31	$7,084,943
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-05-31	$9,415,168
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-05-31	$63,383,680
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-05-31	$375,455,318
Administrative expenses (other) incurred	2021-05-31	$24,250,464
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-05-31	No
Value of net income/loss	2021-05-31	$537,707,191
Value of net assets at end of year (total assets less liabilities)	2021-05-31	$3,936,996,963
Value of net assets at beginning of year (total assets less liabilities)	2021-05-31	$3,399,289,772
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-05-31	No
Were any leases to which the plan was party in default or uncollectible	2021-05-31	No
Assets. partnership/joint venture interests at end of year	2021-05-31	$124,051,500
Assets. partnership/joint venture interests at beginning of year	2021-05-31	$2,216,868
Investment advisory and management fees	2021-05-31	$2,721,462
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-05-31	$481,225,261
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-05-31	$357,915,187
Value of interest in common/collective trusts at end of year	2021-05-31	$2,133,915,046
Value of interest in common/collective trusts at beginning of year	2021-05-31	$1,916,408,623
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-05-31	$212,977,482
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-05-31	$186,389,265
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-05-31	$186,389,265
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-05-31	$20,110,665
Asset value of US Government securities at end of year	2021-05-31	$127,409,100
Asset value of US Government securities at beginning of year	2021-05-31	$454,653,111
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-05-31	$57,865,366
Net investment gain or loss from common/collective trusts	2021-05-31	$16,001,121
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-05-31	Yes
Was there a failure to transmit to the plan any participant contributions	2021-05-31	No
Has the plan failed to provide any benefit when due under the plan	2021-05-31	No
Assets. Invements in employer securities at end of year	2021-05-31	$409,683,884
Assets. Invements in employer securities at beginning of year	2021-05-31	$239,269,215
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-05-31	$215,841,640
Asset. Corporate debt instrument debt (other) at end of year	2021-05-31	$493,351,742
Asset. Corporate debt instrument debt (other) at beginning of year	2021-05-31	$600,618,344
Contract administrator fees	2021-05-31	$1,588,585
Did the plan have assets held for investment	2021-05-31	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	2021-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-05-31	No
Aggregate proceeds on sale of assets	2021-05-31	$184,918,941
Opinion of an independent qualified public accountant for this plan	2021-05-31	Disclaimer
Accountancy firm name	2021-05-31	BOBER, MARKEY, FEDOROVICH & COMPANY
Accountancy firm EIN	2021-05-31	341523030

Form 5500 Responses for PARKER-HANNIFIN CONSOLIDATED PENSION PLAN - A

2022: PARKER-HANNIFIN CONSOLIDATED PENSION PLAN - A 2022 form 5500 responses
2022-06-01	Type of plan entity	Single employer plan
2022-06-01	Submission has been amended	No
2022-06-01	This submission is the final filing	Yes
2022-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-06-01	Plan is a collectively bargained plan	No
2022-06-01	Plan funding arrangement – Trust	Yes
2022-06-01	Plan benefit arrangement - Trust	Yes
2021: PARKER-HANNIFIN CONSOLIDATED PENSION PLAN - A 2021 form 5500 responses
2021-06-01	Type of plan entity	Single employer plan
2021-06-01	Submission has been amended	No
2021-06-01	This submission is the final filing	No
2021-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-06-01	Plan is a collectively bargained plan	No
2021-06-01	Plan funding arrangement – Trust	Yes
2021-06-01	Plan benefit arrangement - Trust	Yes
2020: PARKER-HANNIFIN CONSOLIDATED PENSION PLAN - A 2020 form 5500 responses
2020-06-01	Type of plan entity	Single employer plan
2020-06-01	Submission has been amended	No
2020-06-01	This submission is the final filing	No
2020-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-06-01	Plan is a collectively bargained plan	No
2020-06-01	Plan funding arrangement – Trust	Yes
2020-06-01	Plan benefit arrangement - Trust	Yes

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	PARKER HANNIFIN CORPORATION
Employer identification number (EIN):	340451060
NAIC Classification:	333200

Jurisdiction of Incorporation:	Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number:	572429