2023 Form 5500 filing — Zurn Elkay 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241011163837NAL0022349873001) for Zurn Elkay 401(K) Plan, reported by Zurn LLC under EIN 04-3722228 and plan number 006. It reports 4,278 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011163837NAL0022349873001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Zurn LLC
- EIN
- 04-3722228
- Plan number
- 006
- Location
- Milwaukee, WI
- Participants
- 4,278
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $339,158,473
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $339,158,473
- Employer contributions
- $5,086,744
- Participant contributions
- $12,792,431
- Total income / additions
- $66,111,303
- Benefits paid
- $56,866,691
- Administrative expenses
- $488,877
- Total expenses
- $57,605,987
- Net increase / (decrease)
- $8,505,316
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $381,250 | $0 |
| Capstrat Advisory | INVESTMENT ADVISORY | $74,227 | not reported in the loaded dataset |
| Rubinbrown Llp | ACCOUNTANT | $37,000 | not reported in the loaded dataset |
| Grant Thornton Llp | ACCOUNTANT | $21,000 | not reported in the loaded dataset |
| Rubinbrown Llp | ACCOUNTANT | $6,000 | not reported in the loaded dataset |