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Original filing (PDF)20251004085305NAL0001154755001
CUMMINS INC.
Form 5500
FILING_RECEIVED
LONG TERM DISABILITY PLAN OF CUMMINS INC.
Health & welfare plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
29,700
Accounts w/ balance
—
Plan assets (EOY)
$7.9M
Net assets (EOY)
$7.3M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Northern Trust Common Short-Term Investment Fund" is 100% of plan.
- No recordkeeper disclosed on Schedule C.
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
Same as plan sponsor.
Plan characteristics
Plan number
513
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-04
Welfare benefit codes
4H · Long-Term Disability
Audit & trust (Schedule H)
Auditor
BLUE & CO LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE & CO LLC | 35-1178661 | — | NONE KNOWN | $19K | — |
| UNUM LIFE INSURANCE CO OF AMERICA | 01-0278678 | — | NONE KNOWN | $9K | — |
| PLANTE & MORAN, PLLC | 33-1498605 | — | NONE KNOWN | $6K | — |
| THE NORTHERN TRUST COMPANY | 36-1561860 | — | NONE KNOWN | $1K | — |
Investments
1 pooled fund· $7.8M(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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NT COMMON SHORT-TERM INVESTMENT FD NORTHERN TRUST INVESTMENTS, INC. · EIN 36-6452394 / PN 001 | Common Collective Trust | — | $7.8M | $7.8M | 99.6% |