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CASE NEW HOLLAND INDUSTRIAL INC. — CNH INDUSTRIAL U.S. RETIREE MEDICAL SAVINGS ACCOUNT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251015175102NAL0002719939001
CASE NEW HOLLAND INDUSTRIAL INC.
Form 5500
FILING_RECEIVED
CNH INDUSTRIAL U.S. RETIREE MEDICAL SAVINGS ACCOUNT PLAN
Health & welfare plan
Signals · 2
61% in single holding
No recordkeeper disclosed
Active participants
516
Accounts w/ balance
—
Plan assets (EOY)
$18.1M
Net assets (EOY)
$18.1M
How this plan invests
This plan
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
75
Vendor stack
80
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CASE NEW HOLLAND INDUSTRIAL INC.
.
Find decision makers
Plan sponsor
Name
CASE NEW HOLLAND INDUSTRIAL INC.
EIN
39-1982756
Address
5729 WASHINGTON AVENUE · RACINE, WI · 53406
Phone
(800) 561-0877
Industry
Manufacturing
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
502
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Welfare benefit codes
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reported
Investments
2 direct securities
· $18.1M
(100% of reported assets)
PI
Investment
Type
Shares / units
Cost
Current value
% of plan
Western Asset Core Plus Bond Fund I
—
—
$13.4M
$11.0M
61.0%
State Street S&P 500 Index N
—
—
$5.9M
$7.1M
39.0%
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Knocking points off
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