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Original filing (PDF)20250929153650NAL0011493105001
PENTAIR FLOW TECHNOLOGIES, LLC
Form 5500
FILING_RECEIVED
PENTAIR PUMP GROUP, INC. BARGAINING UNIT EMPLOYEES PENSION PLAN
Defined-benefit pension plan
Signals · 3
99% in single holding~134 bps in Sched C feesNo recordkeeper disclosed
Active participants
198
Accounts w/ balance
—
Plan assets (EOY)
$21.2M
Net assets (EOY)
$21.2M
How this plan invests
This plan
1 pooled trust
Schedule D
2 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 "JPMCB Long Credit Fund" is 99% of plan.
- 134 bps in Schedule C fees — 362% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PENTAIR FLOW TECHNOLOGIES, LLC.
Plan sponsor
Name
PENTAIR FLOW TECHNOLOGIES, LLC
EIN
41-1881858
Address
5500 WAYZATA BOULEVARD, SUITE 900 · GOLDEN VALLEY, MN · 554161261
Phone
(763) 545-1730
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-29
Pension benefit codes
1B · Flat-dollar DB formula
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DELOITTE & TOUCHE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TOWERS WATSON DELWARE INC | 53-0181291 | — | INVESTMENT MANAGEMENT | $201K | — |
| MERCER (US), INC. | 13-2834414 | — | INVESTMENT MANAGEMENT | $40K | — |
| JP MORGAN | 13-3640151 | — | INVESTMENT MANAGEMENT | $28K | — |
| PNC BANK | 22-1146430 | — | INVESTMENT MANAGEMENT | $16K | — |
Investments
1 direct security · 1 pooled fund· $18.5M(87% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Common Collective Trust
$18.3M
1 holding
Uncategorized
$266K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMCB LONG CREDIT FUND JP MORGAN · EIN 13-4027152 / PN 023 | Common Collective Trust | — | $18.8M | $18.3M | 86.0% | |
| Fed Hermes Gov't Obligations Fund | — | — | $266K | $266K | 1.3% |