Pentair Pump Group, Inc. Bargaining Unit Employees Pension Plan — Form 5500 plan (Pentair Flow Technologies, 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, Pentair Pump Group, Inc. Bargaining Unit Employees Pension Plan is a benefit plan reported by Pentair Flow Technologies, LLC under EIN 41-1881858 and plan number 002. The latest loaded filing year is 2023. The filing reports 555 participants and $16,506,981 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pentair Flow Technologies, LLC
- EIN
- 41-1881858
- Plan number
- 002
- Plan type
- 2
- Location
- Golden Valley, MN
- Latest filing year
- 2023
- Participants
- 555
- End-of-year plan assets
- $16,506,981
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 555 | H, C | 20240927125321NAL0004580642001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,506,981
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,506,981
- Net assets (BOY)
- $16,254,110
Income & contributions
- Employer contributions
- $284,000
- Total contributions
- $284,000
- Total income / additions
- $1,838,111
Expenses & distributions
- Benefits paid
- $902,906
- Administrative expenses
- $682,334
- Total expenses
- $1,585,240
- Net increase / (decrease)
- $252,871
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Towers Watson Delware Inc | INVESTMENT MANAGEMENT | $174,609 | not reported in the loaded dataset | 2023 |
| Mercer (Us), Inc. | INVESTMENT MANAGEMENT | $117,631 | not reported in the loaded dataset | 2023 |
| Jp Morgan | INVESTMENT MANAGEMENT | $30,332 | not reported in the loaded dataset | 2023 |
| Pnc Bank | INVESTMENT MANAGEMENT | $16,957 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pentair Flow Technologies, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Golden Valley, MN
- Towers Watson Delware Inc — Schedule C compensation
- Mercer (Us), Inc. — Schedule C compensation
- Jp Morgan — Schedule C compensation
- Pnc Bank — Schedule C compensation