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Original filing (PDF)20251009154917NAL0007239873001
FLOWSERVE CORPORATION
Form 5500
FILING_RECEIVED
FLOWSERVE CORPORATION PENSION PLAN
Defined-benefit pension plan
Signals · 1
7 service providers
Active participants
4,039
Accounts w/ balance
—
Plan assets (EOY)
$362.5M
Net assets (EOY)
$362.5M
How this plan invests
This plan
10 pooled trusts
Schedule D
13 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 33 bps in Schedule C fees — 230% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FLOWSERVE CORPORATION.
Plan sponsor
Name
FLOWSERVE CORPORATION
EIN
31-0267900
Address
5215 NORTH O'CONNOR BLVD. STE 700 · IRVING, TX · 75039
Phone
(972) 443-6500
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
1A · Pay-related DB formula
1B · Flat-dollar DB formula
1C · Cash balance or similar hybrid DB
Audit & trust (Schedule H)
Auditor
WHITLEY PENN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE | 52-1714114 | BALTIMORE, MD | RECORDKEEPER | $288K | — |
Advisor / Consultant
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEGAL AND GENERAL | 35-7085469 | — | INVESTMENT MANAGEMENT | $140K | — |
| WELLINGTON TRUST COMPANY | 04-2755549 | — | INVESTMENT MANAGEMENT | $34K | — |
| JP MORGAN INVESTMENT MANAGEMENT INC | 13-3200244 | — | INVESTMENT MANAGEMENT | $28K | — |
| STATE STREET RESEARCH & MANAGEMENT | 13-3142135 | — | INVESTMENT MANAGEMENT | $28K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHERN TRUST COMPANY | 36-1561860 | — | TRUSTEE | $127K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON | 53-0181291 | ARLINGTON, VA | ACTUARY | $551K | — |
Investments
4 direct securities · 10 pooled funds· $369.7M(100% 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.
Common Collective Trust
$335.3M
10 holdings
Uncategorized
$34.4M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LGIM MSCI ACWI CIT LEGAL & GENERAL · EIN 35-7085469 / PN 011 | Common Collective Trust | — | $47.1M | $85.2M | 23.5% | |
| STATE STREET LONG GOV BOND INDEX STATE STREET+ · EIN 04-0025081 / PN 142 | Common Collective Trust | — | $62.8M | $55.0M | 15.2% | |
| STATE STREET INTERMEDIATE GOV STATE STREET · EIN 04-0025081 / PN 144 | Common Collective Trust | — | $36.5M | $39.6M | 10.9% | |
| RESCAP GLOBAL REAL ESTATE CIT W CL RESCAP · EIN 83-2160256 / PN 001 | Common Collective Trust | — | $29.9M | $34.8M | 9.6% | |
| LGIM GLOBAL CORE INFRASTRUCTURE CIT LEGAL & GENERAL · EIN 35-7085469 / PN 013 | Common Collective Trust | — | $26.3M | $33.5M | 9.2% | |
| LGIM TREASURY 15+ STRIPS CIT LEGAL & GENERAL · EIN 35-7085469 / PN 021 | Common Collective Trust | — | $31.2M | $24.2M | 6.7% | |
| WELLINGTON SECURITIZED OPPORTUNITIE WELLINGTON TRUST COMPANY · EIN 04-6913417 / PN 160 | Common Collective Trust | — | $18.9M | $19.3M | 5.3% | |
| CF JPMCB Emer Mkts AGG BD FD-Invest Common/Collective Trust | — | — | $17.0M | $17.2M | 4.7% | |
| JPM EMERGING MARKETS FUND JPMORGAN CHASE BANK N.A. · EIN 82-3282328 / PN 001 | Common Collective Trust | — | — | $17.2M | 4.7% | |
| BNY MELLON DB NSL EFF BETA FA FUND BNY MELON · EIN 25-6078093 / PN 351 | Common Collective Trust | — | $11.4M | $13.3M | 3.7% | |
| STATE STREET LONG CREDIT INDEX STATE STREET · EIN 04-0025081 / PN 146 | Common Collective Trust | — | $13.8M | $13.1M | 3.6% | |
| Crescent Capital Group’s Syndicated Credit Solutions Fund Limited Partnership Funds | — | — | $13.0M | $13.0M | 3.6% | |
| Northern Trust Collective Short Term Investment Fund Money Market Fund | — | — | $3.5M | $3.5M | 1.0% | |
| Ares Institutional High Yield Fund Limited Partnership Funds 100 | — | — | — | $724K | 0.2% |
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