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Original filing (PDF)20250720182945NAL0001667314001
CUMMINS INC.
Form 5500
FILING_RECEIVED
CUMMINS RETIREMENT AND SAVINGS PLAN FOR CERTAIN COLLECTIVELY BARGAINED EMPLOYEES
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
560
Accounts w/ balance
847
Plan assets (EOY)
$115.7M
Net assets (EOY)
$115.7M
How this plan invests
This plan
1 pooled trust
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CUMMINS INC..
Plan sponsor
Name
CUMMINS INC.
EIN
35-0257090
Address
500 JACKSON STREET, MAIL CODE 60128 · COLUMBUS, IN · 47201
Phone
(812) 377-5000
Industry
Manufacturingsee all
Plan administrator
Name
CUMMINS BENEFITS POLICY COMMITTEE
EIN
35-0257090
City
COLUMBUS, IN
Phone
(877) 377-4357
Plan characteristics
Plan number
030
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-20
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2O · ESOP (non-leveraged)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BLUE & CO., LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
35 direct securities · 1 pooled fund· $229.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Master Trust
$114.8M
1 holding
Uncategorized
$114.5M
35 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CUMMINS INC. MASTER RET SAVS TRUST CUMMINS INC. · EIN 23-2662529 / PN 102 | Master Trust | — | — | $114.8M | 99.2% | |
| MFB NT COLLECTIVE S&P 500 INDEX FUND - LENDING | — | — | — | $14.7M | 12.7% | |
| CUMMINS INC | — | — | — | $13.7M | 11.8% | |
| MFO LOOMIS SAYLES LARGE CAP GROWTH FD D LARGE CAP GROWTH TR CL D | — | — | — | $8.8M | 7.7% | |
| MFO VANGUARD TARGET RET 2035 TR SEL | — | — | — | $8.4M | 7.2% | |
| MFO VANGUARD TARGET RET 2030 TR SEL | — | — | — | $8.2M | 7.1% | |
| MFO VANGUARD TARGET RET 2045 TR SEL | — | — | — | $7.3M | 6.3% | |
| MFO VANGUARD TARGET RET 2040 TR SEL | — | — | — | $7.2M | 6.2% | |
| MFO VANGUARD TARGET RET 2050 TR SEL | — | — | — | $6.8M | 5.9% | |
| MFO JPMCB INTERMEDIATE INCOME BOND FUND | — | — | — | $6.4M | 5.6% | |
| MFO VANGUARD TARGET RET 2025 TR SEL | — | — | — | $6.2M | 5.3% | |
| MFO VANGUARD TARGET RET 2055 TR SEL | — | — | — | $4.2M | 3.7% | |
| MFO VANGUARD INDEX TR EXTENDED MKT INDEXFD INSTL PLUS SHS | — | — | — | $4.1M | 3.5% | |
| MFO VANGUARD TARGET RET 2060 TR SEL | — | — | — | $2.5M | 2.2% | |
| MFO VANGUARD TARGET RET 2020 TR SEL | — | — | — | $2.2M | 1.9% | |
| MFO CAPITAL GROUP GROWTH FUND OF AMER ICA TRUST U1 | — | — | — | $2.1M | 1.8% | |
| MFO VANGUARD TARGET RET INCOME TR SEL | — | — | — | $1.7M | 1.4% | |
| MFB NT COLLECTIVE AGGREGATE BOND INDEX FUND - LENDING - TIER H | — | — | — | $1.1M | 1.0% | |
| MFO CF SPRUCEGROVE INTERNATIONAL CIT CLASS C 85210730-2852 | — | — | — | $1.1M | 1.0% | |
| MFO DODGE & COX FDS STOCK FUND X | — | — | — | $989K | 0.9% | |
| MFO ARISTOTLE COLLECTIVE INVT TR 04044U20-2503 | — | — | — | $966K | 0.8% | |
| MFO WALTER SCOTT INTERNATIONAL EQUITY FUND | — | — | — | $758K | 0.7% | |
| MFO ARISTOTLE COLLECTIVE INVT TR SMALL/MID CAP EQUITY COLLECTIV 04044U | — | — | — | $748K | 0.6% | |
| MFO EARNEST PARTNERS MULTIPLE INVT TR SMID CAP CORE FD CL 1 27031J50-04 | — | — | — | $726K | 0.6% | |
| MFO BAIRD FDS INC CORE PLUS BD FD INSTL CL SHS | — | — | — | $695K | 0.6% | |
| MFB NT COLLECTIVE ALL COUNTRY WORLD EX-US INDEX FUND-LENDING | — | — | — | $682K | 0.6% | |
| MFO VANGUARD TARGET RETIREMENT 2065 TRUST SELECT | — | — | — | $622K | 0.5% | |
| MFO JP MORGAN CHASE BK LIQUIDITY FUND | — | — | — | $260K | 0.2% | |
| MFO PIMCO FDS PAC INVT MGMT SER TOTAL RETURN FD INSTL CL | — | — | — | $252K | 0.2% | |
| NT COLLECTIVE SHORT TERM INVT FD | — | — | — | $211K | 0.2% | |
| MFO ADVISORS INNER CIRCLE FUND GQG PRTN INSTL | — | — | — | $205K | 0.2% | |
| MFO VANGUARD TARGET RETIREMENT 2070 TRUST SELECT | — | — | — | $181K | 0.2% | |
| Wrapper Contract - Transamerica #MDA00817 | — | — | — | $149K | 0.1% | |
| Wrapper Contract - Nationwide # CMN-0316 | — | — | — | $148K | 0.1% | |
| Wrapper Contract - MetLife #GAC-38067 | — | — | — | $146K | 0.1% | |
| Accrued expenses | — | — | — | -$5K | <0.1% |
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