Zurn Elkay 401(K) Plan — Form 5500 plan (Zurn 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, Zurn Elkay 401(K) Plan is a benefit plan reported by Zurn LLC under EIN 04-3722228 and plan number 006. The latest loaded filing year is 2023. The filing reports 4,278 participants and $339,158,473 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Zurn LLC
- EIN
- 04-3722228
- Plan number
- 006
- Plan type
- 2
- Location
- Milwaukee, WI
- Latest filing year
- 2023
- Participants
- 4,278
- End-of-year plan assets
- $339,158,473
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,278 | H, C | 20241011163837NAL0022349873001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $339,158,473
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $339,158,473
- Net assets (BOY)
- $201,441,518
Income & contributions
- Employer contributions
- $5,086,744
- Participant contributions
- $12,792,431
- Total contributions
- $20,382,373
- Total income / additions
- $66,111,303
Expenses & distributions
- Benefits paid
- $56,866,691
- Administrative expenses
- $488,877
- Total expenses
- $57,605,987
- Net increase / (decrease)
- $8,505,316
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $381,250 | $0 | 2023 |
| Capstrat Advisory | INVESTMENT ADVISORY | $74,227 | not reported in the loaded dataset | 2023 |
| Rubinbrown Llp | ACCOUNTANT | $37,000 | not reported in the loaded dataset | 2023 |
| Grant Thornton Llp | ACCOUNTANT | $21,000 | not reported in the loaded dataset | 2023 |
| Rubinbrown Llp | ACCOUNTANT | $6,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Zurn LLC
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Milwaukee, WI
- Principal Life Insurance Company — Schedule C compensation
- Capstrat Advisory — Schedule C compensation
- Rubinbrown Llp — Schedule C compensation
- Grant Thornton Llp — Schedule C compensation