Zurn Pension Plan — Form 5500 plan (Zurn LLC)
Plain-English plan 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 Pension Plan is a benefit plan reported by Zurn LLC under EIN 04-3722228 and plan number 007. The latest loaded filing year is 2023. The filing reports 5,386 participants and $192,232,749 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Zurn LLC
- EIN
- 04-3722228
- Plan number
- 007
- Plan type
- 2
- Location
- Milwaukee, WI
- Latest filing year
- 2023
- Participants
- 5,386
- End-of-year plan assets
- $192,232,749
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,386 | H, C | 20241011160627NAL0022289361001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $192,232,749
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $192,232,749
- Net assets (BOY)
- $183,283,811
Income & contributions
- Employer contributions
- $11,000,000
- Total contributions
- $11,000,000
- Total income / additions
- $31,612,888
Expenses & distributions
- Benefits paid
- $18,918,499
- Administrative expenses
- $3,667,863
- Total expenses
- $22,586,362
- Net increase / (decrease)
- $9,026,526
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Trust Company | NONE | $504,916 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson | NONE | $87,657 | not reported in the loaded dataset | 2023 |
| Rubin Brown Llp | NONE | $49,550 | not reported in the loaded dataset | 2023 |
| Foley & Lardner Llp | NONE | $16,272 | not reported in the loaded dataset | 2023 |
| Principal Trust Company | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Zurn LLC
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Milwaukee, WI
- Principal Trust Company — Schedule C compensation
- Willis Towers Watson — Schedule C compensation
- Rubin Brown Llp — Schedule C compensation
- Foley & Lardner Llp — Schedule C compensation