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Original filing (PDF)20251015090024NAL0004394913001
REGAL BELOIT AMERICA, INC.
Form 5500
FILING_RECEIVED
REGAL BELOIT AMERICA, INC. PENSION PLAN
Defined-benefit pension plan
Signals · 1
100% in single holding
Active participants
453
Accounts w/ balance
0
Plan assets (EOY)
$154.9M
Net assets (EOY)
$154.9M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: REGAL BELOIT AMERICA, INC. MASTER TRUST (share>100%, pinned)]" is 100% of plan.
- 53 bps in Schedule C fees — 430% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for REGAL BELOIT AMERICA, INC..
Plan sponsor
Name
REGAL BELOIT AMERICA, INC.
EIN
39-0449780
Address
111 WEST MICHIGAN STREET · MILWAUKEE, WI · 53203
Phone
(608) 322-7405
Industry
Manufacturingsee 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
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GRANT THORNTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL CUSTODY SOLUTIONS | 51-0099493 | — | CUSTODIAN | $235K | — |
Recordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | RECORDKEEPER/BOOKKEEPER | $68K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENTS LLC | 30-0282430 | — | INVESTMENT ADVISORY | $264K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON | 22-2232264 | — | ACTUARY | $254K | — |
Investments
1 pooled fund· $154.6M(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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| REGAL BELOIT CORP MASTER TRUST REGAL BELOIT CORPORATION · EIN 39-0449780 / PN 002 | Master Trust | — | — | $154.6M | 99.8% |