2023 Form 5500 filing — Pentair Inc Retirement Savings And Stock
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 20240903133302NAL0010579603001) for Pentair Inc Retirement Savings And Stock, reported by Pentair Inc under EIN 41-0907434 and plan number 002. It reports 8,176 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240903133302NAL0010579603001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pentair Inc
- EIN
- 41-0907434
- Plan number
- 002
- Location
- Golden Valley, MN
- Participants
- 8,176
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $822,391,664
- Total liabilities (EOY)
- $3,891
- Net assets (EOY)
- $822,387,773
- Employer contributions
- $19,549,528
- Participant contributions
- $37,647,404
- Total income / additions
- $223,559,296
- Benefits paid
- $94,397,913
- Administrative expenses
- $521,846
- Total expenses
- $94,974,482
- Net increase / (decrease)
- $128,584,814
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $294,673 | not reported in the loaded dataset |
| Blackrock Institutional Trust Co Na | FUND MANAGER | $0 | $0 |
| Fidelity Investments Institutional | FUND MANAGER | $0 | $0 |
| Fidelity Management Trust Co | FUND MANAGER | $0 | $0 |
| Loomis Sayles Trust Company, LLC | FUND MANAGER | $0 | $0 |
| State Street Bank & Trust Co | FUND MANAGER | $0 | $0 |
| Oakmark | FUND MANAGER | $0 | $0 |
| Victory Capital Management Inc | FUND MANAGER | $0 | $0 |
| Dodge & Cox | FUND MANAGER | $0 | $0 |
| Reliance Trust Company | FUND MANAGER | $0 | $0 |
| Vanguard | FUND MANAGER | $0 | $0 |