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Original filing (PDF)20251015160737NAL0005376977001
ZURN LLC
Form 5500
FILING_RECEIVED
ZURN PENSION PLAN
Defined-benefit pension plan
Signals · 2
92% in single holdingNo recordkeeper disclosed
Active participants
103
Accounts w/ balance
—
Plan assets (EOY)
$199.9M
Net assets (EOY)
$199.9M
How this plan invests
This plan
7 pooled trusts
Schedule D
5 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: PRINCIPAL/MULTI-MANAGER LIABILITY DRIVEN SOLUTION CIT I (extraction pending)]" is 92% of plan.
- 34 bps in Schedule C fees — 243% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ZURN LLC.
Plan sponsor
Name
ZURN LLC
EIN
04-3722228
Address
511 FRESHWATER WAY · MILWAUKEE, WI · 53204
Phone
(414) 223-2047
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
007
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
RUBIN BROWN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL TRUST COMPANY | 51-0099493 | — | NONE | $513K | — |
| WILLIS TOWERS WATSON | 53-0181291 | — | NONE | $139K | — |
| RUBIN BROWN LLP | 43-0765316 | — | NONE | $33K | — |
| PRINCIPAL TRUST COMPANY | 51-0099493 | — | NONE | $0 | — |
| PRINCIPAL TRUST COMPANY | 51-0099493 | — | NONE | $0 | — |
Investments
7 pooled funds· $192.7M(96% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LIABILITY DRIVEN SOLUTION CIT I N PRINCIPAL · EIN 30-6225619 / PN 001 | Common Collective Trust | — | — | $178.1M | 89.1% | |
| S&P 500 INDEX CIT N PRINCIPAL · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $5.9M | 2.9% | |
| INTERNATIONAL EQUITY INDEX CIT N PRINCIPAL · EIN 52-2265229 / PN 001 | Common Collective Trust | — | — | $5.2M | 2.6% | |
| S&P MIDCAP INDEX CIT N PRINCIPAL · EIN 52-2265235 / PN 001 | Common Collective Trust | — | — | $2.3M | 1.1% | |
| RUSSELL 2000 INDEX CIT N PRINCIPAL · EIN 52-2265233 / PN 001 | Common Collective Trust | — | — | $1.2M | 0.6% | |
| LIABILITY DRIVEN SOLUTION CIT III N PRINCIPAL · EIN 46-7074916 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| LIABILITY DRIVEN SOLUTION CIT II N PRINCIPAL · EIN 80-6049172 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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