# Case New Holland Industrial INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/case-new-holland-industrial-inc-391982756-504

> Case New Holland Industrial INC.'s Health & Welfare plan: 0 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:** 504

- **Total Participants:** 0

- **Total Assets:** $7.5M

## 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|0|$7.5M|$2.9M|$0|

| 2023|0|$8.6M|$2.5M|$0|

| 2022|0|$8.4M|$2.3M|$0|

## 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|

| WILLIS TOWERS WATSON US LLC|Recordkeeper|$42,510|—|$42,510|

| CROWE|Other Service Provider|$21,920|—|$21,920|

### Verified Provider Profiles

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

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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $64,430

- **Estimated Expense Ratio:** 0.861% 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|$82,910|—|—|$21,920|—|

| 2023|$85,667|—|$11,605|$31,003|—|

| 2022|$35,217|—|—|—|$35,217|

## Similar Plans

- [Case New Holland Industrial INC.](https://planprovider.pro/companies/case-new-holland-industrial-inc-401k-plan-002) — 9,601 participants

- [Case New Holland Industrial INC.](https://planprovider.pro/companies/case-new-holland-industrial-inc-391982756-501) — 9,393 participants

- [Komatsu Mining Corp.](https://planprovider.pro/companies/komatsu-mining-corp-391566457-508) — 9,094 participants

- [Komatsu Mining Corp.](https://planprovider.pro/companies/komatsu-mining-corp-401k-plan) — 4,016 participants

- [Rite-Hite Holding Corporation](https://planprovider.pro/companies/rite-hite-holding-corporation-401k-plan) — 2,381 participants

- [The Manitowoc Company, INC.](https://planprovider.pro/companies/the-manitowoc-company-inc-401k-plan) — 2,291 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/case-new-holland-industrial-inc-391982756-504)

© 2026 PlanProvider.Pro