2023 Form 5500 filing — Pentair Pump Group, Inc. Bargaining Unit Employees Pension 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 20240927125321NAL0004580642001) for Pentair Pump Group, Inc. Bargaining Unit Employees Pension Plan, reported by Pentair Flow Technologies, LLC under EIN 41-1881858 and plan number 002. It reports 555 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927125321NAL0004580642001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pentair Flow Technologies, LLC
- EIN
- 41-1881858
- Plan number
- 002
- Location
- Golden Valley, MN
- Participants
- 555
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,506,981
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,506,981
- Employer contributions
- $284,000
- Total income / additions
- $1,838,111
- Benefits paid
- $902,906
- Administrative expenses
- $682,334
- Total expenses
- $1,585,240
- Net increase / (decrease)
- $252,871
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Towers Watson Delware Inc | INVESTMENT MANAGEMENT | $174,609 | not reported in the loaded dataset |
| Mercer (Us), Inc. | INVESTMENT MANAGEMENT | $117,631 | not reported in the loaded dataset |
| Jp Morgan | INVESTMENT MANAGEMENT | $30,332 | not reported in the loaded dataset |
| Pnc Bank | INVESTMENT MANAGEMENT | $16,957 | not reported in the loaded dataset |