2023 Form 5500 filing — Regal Beloit America, Inc. Master Trust

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 20241010085603NAL0011315043001) for Regal Beloit America, Inc. Master Trust, reported by Regal Rexnord Corporation under EIN 39-0449780 and plan number 002. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 4 · 2023

Filing snapshot

Net assets (EOY)$164.9MReported net assets$164,897,819
ParticipantsNot reported
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241010085603NAL0011315043001
Plan sponsor
Regal Rexnord Corporation
EIN
39-0449780
Plan number
002
Location
Milwaukee, WI
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

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
Total assets (EOY)
$164,897,819
Total liabilities (EOY)
$0
Net assets (EOY)
$164,897,819
Total income / additions
$16,704,961
Benefits paid
$0
Administrative expenses
$89
Total expenses
$89
Net increase / (decrease)
$16,704,872

Related Form 5500 pages