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Original filing (PDF)20250826160406NAL0008663409001
PENTAIR, INC.
Form 5500
FILING_RECEIVED
PENTAIR, INC. ACTIVE EMPLOYEE WELFARE PLAN
Health & welfare plan
Signals · 2
No auditor on fileNo recordkeeper disclosed
Active participants
3,742
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
75
/ 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
60
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PENTAIR, INC..
Plan sponsor
Name
PENTAIR, INC.
EIN
41-0907434
Address
5500 WAYZATA BLVD, SUITE 900 · GOLDEN VALLEY, MN · 554161259
Phone
(763) 545-1730
Industry
Management of Companies / Holdingssee all
Plan administrator
Name
DIANA SOLOMON
EIN
41-0907434
City
GOLDEN VALLEY, MN
Phone
(763) 656-5526
Plan characteristics
Plan number
502
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-26
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
4I · Severance Pay
4L · Death Benefits (other than life insurance)
4Q · Other
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD | 41-0984460 | — | NONE | $2.4M | — |
| EXPRESS SCRIPTS | 43-1420563 | — | NONE | $1.1M | — |
| UNITED HEALTHCARE SERVICES INC | 41-1289245 | — | CLAIMS PROCESSOR | $900K | — |
| DELTA DENTAL | 41-1852523 | — | BENEFIT ADMINISTRATOR | $181K | — |
| FURTHER | 41-6019132 | — | NONE | $35K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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