# Case New Holland Industrial INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/case-new-holland-industrial-inc-391982756-501

> Case New Holland Industrial INC.'s Health & Welfare plan: 9,393 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Case New Holland Industrial INC.

- **Sponsor EIN:** 391982756

- **Sponsor Address:** 5729 WASHINGTON AVENUE, RACINE, WI, 53406

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 9,393

- **Total Assets:** $59.6M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|9,393|$59.6M|$128.2M|$27.6M|

| 2023|11,089|$72.3M|$131.2M|$28.8M|

| 2022|8,674|$78.6M|$98.8M|$26.1M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| UNITED HEALTHCARE SERVICES, INC.|Other Service Provider|$2,097,088|—|$2,097,088|

| MFP HOLDCO, LLC|Other Service Provider|$646,152|—|$646,152|

| ALIGHT SOLUTIONS LLC|Recordkeeper|$642,741|—|$642,741|

| ART CORPORATE SOLUTIONS, INC.|Other Service Provider|$509,915|—|$509,915|

| LIVONGO HEALTH, INC|Other Service Provider|$483,820|—|$483,820|

| DELTA DENTAL OF WISCONSIN|Recordkeeper|$286,918|—|$286,918|

| TOWERS WATSON INVESTMENT SERVICES|Other Service Provider|$280,510|—|$280,510|

| QUIT GENIUS MEDICAL PA|Other Service Provider|$270,597|—|$270,597|

| REINHART, BOERNER, VANDEUREN S.C|Other Service Provider|$123,253|—|$123,253|

| OVULINE, INC.|Other Service Provider|$97,340|—|$97,340|

| VISION SERVICE PLAN|Other Service Provider|$73,259|—|$73,259|

| CROWE LLP|Other Service Provider|$73,156|—|$73,156|

| SOLERA HEALTH INC|Other Service Provider|$48,393|—|$48,393|

| STATE STREET BANK & TRUST COMPANY|Custodian / Trustee|$37,460|—|$37,460|

| WILLIS TOWERS WATSON US LLC|Recordkeeper|$29,703|—|$29,703|

| FIDELITY INVESTMENTS|Recordkeeper|$8,374|—|$8,374|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ALIGHT SOLUTIONS LLC](https://planprovider.pro/provider/alight-solutions) — Recordkeeper

- [WILLIS TOWERS WATSON US LLC](https://planprovider.pro/provider/lincoln-financial-group) — Recordkeeper

- [FIDELITY INVESTMENTS](https://planprovider.pro/provider/fidelity-investments) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $5,708,679

- **Estimated Expense Ratio:** 9.574% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$6,982,899|$317,970|—|$73,156|—|

| 2023|$14,120,036|—|$12,494,138|—|—|

| 2022|$9,945,111|$439,141|$9,311,669|—|$194,301|

## Similar Plans

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