Regal Beloit America, Inc. Pension Plan — Form 5500 plan (Regal Beloit America, Inc.)
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, Regal Beloit America, Inc. Pension Plan is a benefit plan reported by Regal Beloit America, Inc. under EIN 39-0449780 and plan number 007. The latest loaded filing year is 2023. The filing reports 3,710 participants and $167,731,819 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Regal Beloit America, Inc.
- EIN
- 39-0449780
- Plan number
- 007
- Plan type
- 2
- Location
- Milwaukee, WI
- Latest filing year
- 2023
- Participants
- 3,710
- End-of-year plan assets
- $167,731,819
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,710 | H, C | 20241014142648NAL0013449811001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $167,731,819
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $167,731,819
- Net assets (BOY)
- $162,428,635
Income & contributions
- Employer contributions
- $2,834,000
- Total contributions
- $2,834,000
- Total income / additions
- $19,299,944
Expenses & distributions
- Benefits paid
- $11,752,331
- Administrative expenses
- $2,244,429
- Total expenses
- $13,996,760
- Net increase / (decrease)
- $5,303,184
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mercer Investments LLC | INVESTMENT ADVISORY | $311,823 | not reported in the loaded dataset | 2023 |
| Aon | ACTUARY | $303,404 | not reported in the loaded dataset | 2023 |
| Principal Life Insurance Company | RECORDKEEPER/BOOKKEEPER | $183,754 | not reported in the loaded dataset | 2023 |
| Principal Custody Solutions | TRUSTEE | $62,823 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Regal Beloit America, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Milwaukee, WI
- Mercer Investments LLC — Schedule C compensation
- Aon — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Principal Custody Solutions — Schedule C compensation