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CUMMINS RETIREMENT AND SAVINGS PLAN 401k Plan overview

Plan NameCUMMINS RETIREMENT AND SAVINGS PLAN
Plan identification number 020

CUMMINS RETIREMENT AND SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:CUMMINS INC.
Employer identification number (EIN):350257090
NAIC Classification:333610

Additional information about CUMMINS INC.

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 2004-12-08
Company Identification Number: 602452121
Legal Registered Office Address: 10000 NE 7TH AVE NE STE 130

VANCOUVER
United States of America (USA)
98685

More information about CUMMINS INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CUMMINS RETIREMENT AND SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0202022-01-01
0202021-01-01
0202020-01-01
0202019-01-01
0202018-01-01DONALD JACKSON
0202017-01-01DONALD JACKSON
0202016-01-01DONALD JACKSON
0202016-01-01
0202015-01-01DONALD JACKSON
0202015-01-01
0202015-01-01
0202014-01-01DONALD JACKSON DONALD JACKSON2015-07-28
0202013-01-01RICHARD HARRISA RICHARD HARRISA2014-07-24
0202012-01-01RICHARD HARRIS RICHARD HARRIS2013-07-18
0202011-01-01RICHARD HARRIS RICHARD HARRIS2012-07-20
0202010-01-01RICHARD HARRIS RICHARD HARRIS2011-07-22
0202009-01-01RICHARD HARRIS RICHARD HARRIS2010-10-05

Plan Statistics for CUMMINS RETIREMENT AND SAVINGS PLAN

401k plan membership statisitcs for CUMMINS RETIREMENT AND SAVINGS PLAN

Measure Date Value
2022: CUMMINS RETIREMENT AND SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0131,290
Total number of active participants reported on line 7a of the Form 55002022-01-0121,452
Number of retired or separated participants receiving benefits2022-01-0170
Number of other retired or separated participants entitled to future benefits2022-01-017,176
Total of all active and inactive participants2022-01-0128,698
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01352
Total participants2022-01-0129,050
Number of participants with account balances2022-01-0128,903
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CUMMINS RETIREMENT AND SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0130,366
Total number of active participants reported on line 7a of the Form 55002021-01-0123,756
Number of retired or separated participants receiving benefits2021-01-0172
Number of other retired or separated participants entitled to future benefits2021-01-017,167
Total of all active and inactive participants2021-01-0130,995
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01323
Total participants2021-01-0131,318
Number of participants with account balances2021-01-0130,617
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CUMMINS RETIREMENT AND SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0132,351
Total number of active participants reported on line 7a of the Form 55002020-01-0123,314
Number of retired or separated participants receiving benefits2020-01-0171
Number of other retired or separated participants entitled to future benefits2020-01-016,675
Total of all active and inactive participants2020-01-0130,060
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01272
Total participants2020-01-0130,332
Number of participants with account balances2020-01-0130,009
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CUMMINS RETIREMENT AND SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0132,377
Total number of active participants reported on line 7a of the Form 55002019-01-0126,128
Number of retired or separated participants receiving benefits2019-01-0162
Number of other retired or separated participants entitled to future benefits2019-01-015,907
Total of all active and inactive participants2019-01-0132,097
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01246
Total participants2019-01-0132,343
Number of participants with account balances2019-01-0132,068
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CUMMINS RETIREMENT AND SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0130,338
Total number of active participants reported on line 7a of the Form 55002018-01-0126,385
Number of retired or separated participants receiving benefits2018-01-0155
Number of other retired or separated participants entitled to future benefits2018-01-015,724
Total of all active and inactive participants2018-01-0132,164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01213
Total participants2018-01-0132,377
Number of participants with account balances2018-01-0131,705
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CUMMINS RETIREMENT AND SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0127,744
Total number of active participants reported on line 7a of the Form 55002017-01-0123,833
Number of retired or separated participants receiving benefits2017-01-0152
Number of other retired or separated participants entitled to future benefits2017-01-015,323
Total of all active and inactive participants2017-01-0129,208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01186
Total participants2017-01-0129,394
Number of participants with account balances2017-01-0128,638
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CUMMINS RETIREMENT AND SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0114,821
Total number of active participants reported on line 7a of the Form 55002016-01-0110,037
Number of retired or separated participants receiving benefits2016-01-0139
Number of other retired or separated participants entitled to future benefits2016-01-013,526
Total of all active and inactive participants2016-01-0113,602
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01188
Total participants2016-01-0113,790
Number of participants with account balances2016-01-0113,765
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CUMMINS RETIREMENT AND SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0115,594
Total number of active participants reported on line 7a of the Form 55002015-01-0111,074
Number of retired or separated participants receiving benefits2015-01-0135
Number of other retired or separated participants entitled to future benefits2015-01-013,544
Total of all active and inactive participants2015-01-0114,653
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01183
Total participants2015-01-0114,836
Number of participants with account balances2015-01-0114,796
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CUMMINS RETIREMENT AND SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0116,816
Total number of active participants reported on line 7a of the Form 55002014-01-0112,741
Number of retired or separated participants receiving benefits2014-01-0138
Number of other retired or separated participants entitled to future benefits2014-01-013,144
Total of all active and inactive participants2014-01-0115,923
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01173
Total participants2014-01-0116,096
Number of participants with account balances2014-01-0116,034
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CUMMINS RETIREMENT AND SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0116,630
Total number of active participants reported on line 7a of the Form 55002013-01-0113,565
Number of retired or separated participants receiving benefits2013-01-0143
Number of other retired or separated participants entitled to future benefits2013-01-013,014
Total of all active and inactive participants2013-01-0116,622
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01165
Total participants2013-01-0116,787
Number of participants with account balances2013-01-0116,533
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CUMMINS RETIREMENT AND SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0115,743
Total number of active participants reported on line 7a of the Form 55002012-01-0111,891
Number of retired or separated participants receiving benefits2012-01-0143
Number of other retired or separated participants entitled to future benefits2012-01-012,965
Total of all active and inactive participants2012-01-0114,899
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01146
Total participants2012-01-0115,045
Number of participants with account balances2012-01-0114,899
2011: CUMMINS RETIREMENT AND SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0114,525
Total number of active participants reported on line 7a of the Form 55002011-01-0112,672
Number of retired or separated participants receiving benefits2011-01-01119
Number of other retired or separated participants entitled to future benefits2011-01-013,519
Total of all active and inactive participants2011-01-0116,310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-01137
Total participants2011-01-0116,447
Number of participants with account balances2011-01-0115,295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: CUMMINS RETIREMENT AND SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0114,342
Total number of active participants reported on line 7a of the Form 55002010-01-0111,645
Number of retired or separated participants receiving benefits2010-01-0154
Number of other retired or separated participants entitled to future benefits2010-01-012,610
Total of all active and inactive participants2010-01-0114,309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-01127
Total participants2010-01-0114,436
Number of participants with account balances2010-01-0114,001
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: CUMMINS RETIREMENT AND SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0114,534
Total number of active participants reported on line 7a of the Form 55002009-01-0111,105
Number of retired or separated participants receiving benefits2009-01-0154
Number of other retired or separated participants entitled to future benefits2009-01-012,824
Total of all active and inactive participants2009-01-0113,983
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0196
Total participants2009-01-0114,079
Number of participants with account balances2009-01-0113,816
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CUMMINS RETIREMENT AND SAVINGS PLAN

Measure Date Value
2022 : CUMMINS RETIREMENT AND SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$1,249,703
Total transfer of assets from this plan2022-12-31$1,088,148
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,160,346
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-342,891,927
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$299,931,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$298,172,300
Expenses. Certain deemed distributions of participant loans2022-12-31$1,759,446
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$297,594,018
Value of total assets at end of year2022-12-31$4,386,787,904
Value of total assets at beginning of year2022-12-31$5,028,289,676
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$0
Total interest from all sources2022-12-31$2,079,805
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$20,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$196,524,526
Participant contributions at end of year2022-12-31$45,691,792
Participant contributions at beginning of year2022-12-31$46,106,603
Participant contributions at end of year2022-12-31$4,016,455
Participant contributions at beginning of year2022-12-31$3,812,674
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$14,334,057
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$936,233
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1,300,458
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$1,160,346
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-642,823,673
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,385,627,558
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,028,289,676
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
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
Interest on participant loans2022-12-31$2,079,805
Value of interest in master investment trust accounts at end of year2022-12-31$4,324,232,798
Value of interest in master investment trust accounts at beginning of year2022-12-31$4,964,967,211
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$86,735,435
Employer contributions (assets) at end of year2022-12-31$11,910,626
Employer contributions (assets) at beginning of year2022-12-31$12,102,730
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$298,172,300
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BLUE & CO., LLC
Accountancy firm EIN2022-12-31351178661
2021 : CUMMINS RETIREMENT AND SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$1,070,030
Total transfer of assets from this plan2021-12-31$1,146,415
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$811,287,306
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$323,694,006
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$321,591,544
Expenses. Certain deemed distributions of participant loans2021-12-31$2,102,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$260,077,037
Value of total assets at end of year2021-12-31$5,028,289,676
Value of total assets at beginning of year2021-12-31$4,540,772,761
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$2,402,014
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$20,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$173,830,496
Participant contributions at end of year2021-12-31$46,106,603
Participant contributions at beginning of year2021-12-31$51,078,677
Participant contributions at end of year2021-12-31$3,812,674
Participant contributions at beginning of year2021-12-31$3,784,438
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$8,952,082
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1,300,458
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$66,850
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$487,593,300
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,028,289,676
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,540,772,761
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
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
Interest on participant loans2021-12-31$2,402,014
Value of interest in master investment trust accounts at end of year2021-12-31$4,964,967,211
Value of interest in master investment trust accounts at beginning of year2021-12-31$4,472,777,790
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$77,294,459
Employer contributions (assets) at end of year2021-12-31$12,102,730
Employer contributions (assets) at beginning of year2021-12-31$13,065,006
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$321,591,544
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BLUE & CO., LLC
Accountancy firm EIN2021-12-31351178661
2020 : CUMMINS RETIREMENT AND SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$629,004
Total transfer of assets from this plan2020-12-31$985,955
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$886,835,101
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$498,653,094
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$496,775,130
Expenses. Certain deemed distributions of participant loans2020-12-31$1,877,964
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$235,990,134
Value of total assets at end of year2020-12-31$4,540,772,761
Value of total assets at beginning of year2020-12-31$4,152,947,705
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$2,563,153
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$20,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$160,260,047
Participant contributions at end of year2020-12-31$51,078,677
Participant contributions at beginning of year2020-12-31$57,131,924
Participant contributions at end of year2020-12-31$3,784,438
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$3,266,298
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$66,850
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$388,182,007
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,540,772,761
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,152,947,705
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
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
Interest on participant loans2020-12-31$2,563,153
Value of interest in master investment trust accounts at end of year2020-12-31$4,472,777,790
Value of interest in master investment trust accounts at beginning of year2020-12-31$4,085,141,868
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$72,463,789
Employer contributions (assets) at end of year2020-12-31$13,065,006
Employer contributions (assets) at beginning of year2020-12-31$10,673,913
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$496,775,130
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BLUE & CO., LLC
Accountancy firm EIN2020-12-31351178661
2019 : CUMMINS RETIREMENT AND SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$5,212,624
Total transfer of assets from this plan2019-12-31$3,015,793
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$1,059,431,468
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$269,822,548
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$267,997,959
Expenses. Certain deemed distributions of participant loans2019-12-31$1,824,589
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$276,284,975
Value of total assets at end of year2019-12-31$4,152,947,705
Value of total assets at beginning of year2019-12-31$3,361,141,954
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$2,913,728
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$20,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$185,311,981
Participant contributions at end of year2019-12-31$57,131,924
Participant contributions at beginning of year2019-12-31$53,631,248
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$7,293,427
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$789,608,920
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,152,947,705
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,361,141,954
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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
Interest on participant loans2019-12-31$2,913,728
Value of interest in master investment trust accounts at end of year2019-12-31$4,085,141,868
Value of interest in master investment trust accounts at beginning of year2019-12-31$3,297,307,484
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$83,679,567
Employer contributions (assets) at end of year2019-12-31$10,673,913
Employer contributions (assets) at beginning of year2019-12-31$10,203,222
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$267,997,959
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31BLUE & CO., LLC
Accountancy firm EIN2019-12-31351178661
2018 : CUMMINS RETIREMENT AND SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$13,618,714
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$0
Total income from all sources (including contributions)2018-12-31$-17,603,524
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$225,138,184
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$225,138,184
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$271,325,764
Value of total assets at end of year2018-12-31$3,361,141,954
Value of total assets at beginning of year2018-12-31$3,590,264,948
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$2,498,559
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$25,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$177,856,107
Participant contributions at end of year2018-12-31$53,631,248
Participant contributions at beginning of year2018-12-31$49,877,117
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$66,290
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$11,573,994
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$80,945,042
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-242,741,708
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,361,141,954
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,590,264,948
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
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
Interest on participant loans2018-12-31$2,498,559
Value of interest in master investment trust accounts at end of year2018-12-31$3,297,307,484
Value of interest in master investment trust accounts at beginning of year2018-12-31$3,449,452,743
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$81,895,663
Employer contributions (assets) at end of year2018-12-31$10,203,222
Employer contributions (assets) at beginning of year2018-12-31$9,923,756
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$225,138,184
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31BLUE & CO., LLC
Accountancy firm EIN2018-12-31351178661
2017 : CUMMINS RETIREMENT AND SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$165,705,062
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$774,494,843
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$220,825,100
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$220,825,100
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$221,311,081
Value of total assets at end of year2017-12-31$3,590,264,948
Value of total assets at beginning of year2017-12-31$2,870,890,143
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$2,065,486
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$25,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$153,243,947
Participant contributions at end of year2017-12-31$49,877,117
Participant contributions at beginning of year2017-12-31$41,963,087
Participant contributions at end of year2017-12-31$66,290
Participant contributions at beginning of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$80,945,042
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$157,984,402
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$553,669,743
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,590,264,948
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,870,890,143
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
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
Interest on participant loans2017-12-31$2,065,486
Value of interest in master investment trust accounts at end of year2017-12-31$3,449,452,743
Value of interest in master investment trust accounts at beginning of year2017-12-31$2,662,743,549
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$68,067,134
Employer contributions (assets) at end of year2017-12-31$9,923,756
Employer contributions (assets) at beginning of year2017-12-31$8,199,105
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$220,825,100
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31BLUE & CO., LLC
Accountancy firm EIN2017-12-31351178661
2016 : CUMMINS RETIREMENT AND SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$318,335,509
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$554,014,869
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$205,854,765
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$205,854,765
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$174,890,754
Value of total assets at end of year2016-12-31$2,870,890,143
Value of total assets at beginning of year2016-12-31$2,204,394,530
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$1,588,930
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$15,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$121,321,983
Participant contributions at end of year2016-12-31$41,963,087
Participant contributions at beginning of year2016-12-31$30,783,869
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$2,739,837
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$157,984,402
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$117,080,889
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$348,160,104
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,870,890,143
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,204,394,530
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
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
Interest on participant loans2016-12-31$1,588,930
Value of interest in master investment trust accounts at end of year2016-12-31$2,662,743,549
Value of interest in master investment trust accounts at beginning of year2016-12-31$2,045,631,606
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$53,568,771
Employer contributions (assets) at end of year2016-12-31$8,199,105
Employer contributions (assets) at beginning of year2016-12-31$8,158,329
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$205,854,765
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31BLUE & CO., LLC
Accountancy firm EIN2016-12-31351178661
2015 : CUMMINS RETIREMENT AND SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$85,676,858
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$0
Total income from all sources (including contributions)2015-12-31$-59,118,118
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$140,866,354
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$140,866,354
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$161,696,897
Value of total assets at end of year2015-12-31$2,141,736,959
Value of total assets at beginning of year2015-12-31$2,256,044,573
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$1,225,418
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$15,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$112,170,441
Participant contributions at end of year2015-12-31$30,783,869
Participant contributions at beginning of year2015-12-31$28,592,378
Participant contributions at end of year2015-12-31$2,739,837
Participant contributions at beginning of year2015-12-31$2,603,773
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$54,423,318
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$28,903,329
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-199,984,472
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,141,736,959
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,256,044,573
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
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
Interest on participant loans2015-12-31$1,225,418
Value of interest in master investment trust accounts at end of year2015-12-31$2,045,631,606
Value of interest in master investment trust accounts at beginning of year2015-12-31$2,188,792,537
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$49,526,456
Employer contributions (assets) at end of year2015-12-31$8,158,329
Employer contributions (assets) at beginning of year2015-12-31$7,152,556
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$140,866,354
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31BLUE & CO., LLC
Accountancy firm EIN2015-12-31351178661
2014 : CUMMINS RETIREMENT AND SAVINGS PLAN 2014 401k financial data
Total transfer of assets to this plan2014-12-31$30,132,944
Total income from all sources (including contributions)2014-12-31$259,195,583
Total of all expenses incurred2014-12-31$136,064,338
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$136,064,338
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$139,625,907
Value of total assets at end of year2014-12-31$2,254,588,633
Value of total assets at beginning of year2014-12-31$2,101,324,444
Total interest from all sources2014-12-31$1,115,245
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$97,126,056
Participant contributions at end of year2014-12-31$28,592,378
Participant contributions at beginning of year2014-12-31$25,542,524
Participant contributions at end of year2014-12-31$2,603,773
Participant contributions at beginning of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$28,903,329
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$123,131,245
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,254,588,633
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,101,324,444
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
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
Income. Interest from loans (other than to participants)2014-12-31$1,115,245
Value of interest in master investment trust accounts at end of year2014-12-31$2,187,336,597
Value of interest in master investment trust accounts at beginning of year2014-12-31$2,070,422,847
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$42,499,851
Employer contributions (assets) at end of year2014-12-31$7,152,556
Employer contributions (assets) at beginning of year2014-12-31$5,359,073
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$136,064,338
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31BLUE & CO., LLC
Accountancy firm EIN2014-12-31351178661
2013 : CUMMINS RETIREMENT AND SAVINGS PLAN 2013 401k financial data
Total transfer of assets to this plan2013-12-31$445,515
Total income from all sources (including contributions)2013-12-31$491,294,435
Total of all expenses incurred2013-12-31$128,340,249
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$128,340,249
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$124,842,453
Value of total assets at end of year2013-12-31$2,101,324,444
Value of total assets at beginning of year2013-12-31$1,737,924,743
Total interest from all sources2013-12-31$941,785
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$86,557,693
Participant contributions at end of year2013-12-31$25,542,524
Participant contributions at beginning of year2013-12-31$22,133,878
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$362,954,186
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,101,324,444
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,737,924,743
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
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
Interest on participant loans2013-12-31$941,785
Value of interest in master investment trust accounts at end of year2013-12-31$2,070,422,847
Value of interest in master investment trust accounts at beginning of year2013-12-31$1,711,295,970
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$38,284,760
Employer contributions (assets) at end of year2013-12-31$5,359,073
Employer contributions (assets) at beginning of year2013-12-31$4,494,895
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$128,340,249
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31BLUE & CO., LLC
Accountancy firm EIN2013-12-31351178661
2012 : CUMMINS RETIREMENT AND SAVINGS PLAN 2012 401k financial data
Total transfer of assets to this plan2012-12-31$596,747
Total income from all sources (including contributions)2012-12-31$356,513,740
Total of all expenses incurred2012-12-31$106,589,608
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$106,589,608
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$125,261,775
Value of total assets at end of year2012-12-31$1,737,924,743
Value of total assets at beginning of year2012-12-31$1,487,403,864
Total interest from all sources2012-12-31$838,867
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$87,432,345
Participant contributions at end of year2012-12-31$22,133,878
Participant contributions at beginning of year2012-12-31$19,999,345
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$249,924,132
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,737,924,743
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,487,403,864
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
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
Interest on participant loans2012-12-31$838,867
Value of interest in master investment trust accounts at end of year2012-12-31$1,711,295,970
Value of interest in master investment trust accounts at beginning of year2012-12-31$1,462,219,421
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$37,829,430
Employer contributions (assets) at end of year2012-12-31$4,494,895
Employer contributions (assets) at beginning of year2012-12-31$5,185,098
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$106,589,608
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31BLUE & CO., LLC
Accountancy firm EIN2012-12-31351178661
2011 : CUMMINS RETIREMENT AND SAVINGS PLAN 2011 401k financial data
Total transfer of assets from this plan2011-12-31$354,216
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$7,510
Total income from all sources (including contributions)2011-12-31$28,462,765
Total of all expenses incurred2011-12-31$130,927,878
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$130,927,878
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$113,311,859
Value of total assets at end of year2011-12-31$1,487,403,864
Value of total assets at beginning of year2011-12-31$1,590,230,703
Total interest from all sources2011-12-31$856,365
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$78,540,848
Participant contributions at end of year2011-12-31$19,999,345
Participant contributions at beginning of year2011-12-31$19,882,362
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-102,465,113
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,487,403,864
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,590,223,193
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
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
Interest on participant loans2011-12-31$856,365
Value of interest in master investment trust accounts at end of year2011-12-31$1,462,219,421
Value of interest in master investment trust accounts at beginning of year2011-12-31$1,565,341,236
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$34,771,011
Employer contributions (assets) at end of year2011-12-31$5,185,098
Employer contributions (assets) at beginning of year2011-12-31$5,007,105
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$130,927,878
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$7,510
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31BLUE & CO., LLC
Accountancy firm EIN2011-12-31351178661
2010 : CUMMINS RETIREMENT AND SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets from this plan2010-12-31$567,505
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$7,510
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,774,654
Total income from all sources (including contributions)2010-12-31$488,468,114
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$104,677,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$104,677,392
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$92,933,350
Value of total assets at end of year2010-12-31$1,590,230,703
Value of total assets at beginning of year2010-12-31$1,208,774,630
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$915,767
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$63,497,871
Participant contributions at end of year2010-12-31$19,882,362
Participant contributions at beginning of year2010-12-31$17,588,407
Liabilities. Value of operating payables at beginning of year2010-12-31$48,672
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$383,790,722
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,590,223,193
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,206,999,976
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
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
Interest on participant loans2010-12-31$915,767
Value of interest in master investment trust accounts at end of year2010-12-31$1,565,341,236
Value of interest in master investment trust accounts at beginning of year2010-12-31$1,186,606,693
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$29,435,479
Employer contributions (assets) at end of year2010-12-31$5,007,105
Employer contributions (assets) at beginning of year2010-12-31$4,579,530
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$104,677,392
Liabilities. Value of benefit claims payable at end of year2010-12-31$7,510
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$9,388
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$1,716,594
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31BLUE & CO., LLC
Accountancy firm EIN2010-12-31351178661
2009 : CUMMINS RETIREMENT AND SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CUMMINS RETIREMENT AND SAVINGS PLAN

2022: CUMMINS RETIREMENT AND SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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 planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CUMMINS RETIREMENT AND SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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 planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CUMMINS RETIREMENT AND SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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 planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CUMMINS RETIREMENT AND SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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 planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CUMMINS RETIREMENT AND SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CUMMINS RETIREMENT AND SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CUMMINS RETIREMENT AND SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CUMMINS RETIREMENT AND SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
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
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CUMMINS RETIREMENT AND SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CUMMINS RETIREMENT AND SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CUMMINS RETIREMENT AND SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CUMMINS RETIREMENT AND SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
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
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CUMMINS RETIREMENT AND SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CUMMINS RETIREMENT AND SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
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
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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