Zurn LLC — Form 5500 filings & benefit plans
Form 5500 plan sponsor summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Zurn LLC (EIN 04-3722228) is a plan sponsor located in Milwaukee, WI with 7 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 04-3722228
- Location
- Milwaukee, WI
- Loaded plans
- 7
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $807,271,904
- Total reported liabilities (EOY)
- $152,458
- Total reported net assets (EOY)
- $807,119,446
Contributions & income
- Employer contributions
- $16,086,744
- Participant contributions
- $12,792,431
- Total income / additions
- $132,420,689
Expenses & distributions
- Benefits paid / distributions
- $75,788,107
- Total expenses
- $80,291,247
- Net increase / (decrease)
- $52,129,442
Coverage
- Total reported participants
- 13,087
- Plans with financial statements
- 5
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Zurn Elkay 401(K) Plan | 006 | 4,278 | $339,158,473 | 2023 |
| Zurn Elkay 401(K) Master Trust Plan | 009 | not reported in the loaded dataset | $274,478,683 | 2023 |
| Zurn Pension Plan | 007 | 5,386 | $192,232,749 | 2023 |
| Zurn Supplemental Life Insurance Plan | 506 | 0 | $917,846 | 2023 |
| Zurn Long Term Disability Plan For Nonunion Employees | 515 | 1 | $484,153 | 2023 |
| Zurn Elkay Welfare Plan | 501 | 2,418 | not reported in the loaded dataset | 2023 |
| Zurn Elkay Severance Pay Plan | 507 | 1,004 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Zurn Elkay Welfare Plan | 2,418 | — | 20240917071455NAL0003597584001 |
| 2023 | Zurn Pension Plan | 5,386 | H, C | 20241011160627NAL0022289361001 |
| 2023 | Zurn Elkay 401(K) Plan | 4,278 | H, C | 20241011163837NAL0022349873001 |
| 2023 | Zurn Elkay 401(K) Master Trust Plan | not reported in the loaded dataset | H | 20241015084649NAL0056671602001 |
| 2023 | Zurn Elkay Severance Pay Plan | 1,004 | — | 20250211151753NAL0019839745001 |
| 2023 | Zurn Long Term Disability Plan For Nonunion Employees | 1 | I | 20250514112908NAL0042273762001 |
| 2023 | Zurn Supplemental Life Insurance Plan | 0 | I | 20250514113213NAL0042946210001 |