Regal Beloit America, Inc. Master Trust — Form 5500 plan (Regal Rexnord Corporation)

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, Regal Beloit America, Inc. Master Trust is a benefit plan reported by Regal Rexnord Corporation under EIN 39-0449780 and plan number 002. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $164,897,819 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$164.9MPlan net assets, end of year$164,897,819
ParticipantsNot reported
Assets / participantNot reported
Provider compensationNone reported
Plan sponsor
Regal Rexnord Corporation
EIN
39-0449780
Plan number
002
Plan type
4
Location
Milwaukee, WI
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH20241010085603NAL0011315043001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$164.9M total assets
Net assets$164.9MLiabilities$0
Money in vs. money out
Total income / additions$16.7M
Total expenses$89
Benefits paid / distributions$0
Full reported line items

Net assets

Total assets (EOY)
$164,897,819
Total liabilities (EOY)
$0
Net assets (EOY)
$164,897,819
Net assets (BOY)
$162,040,624

Income & contributions

Total contributions
$0
Total income / additions
$16,704,961

Expenses & distributions

Benefits paid
$0
Administrative expenses
$89
Total expenses
$89
Net increase / (decrease)
$16,704,872
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages