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  2. ZURN LLC
Sponsor portfolio

ZURN LLC

EIN 04-3722228-building materials-Latest filing 2025
Plans
7
Retirement
2
$567.3M assets
Welfare
5
$4.1M premiums
Participants
12,412
511 FRESHWATER WAY - MILWAUKEE, WI 53204414-223-2047zurn.comLinkedIn501-1000 employeesbuilding materials
Plans on this EIN
7 filings
#006401k-$367.4M - 3,415 part#007TraditionalDB-$199.9M - 5,087 part#501Mixed-$4.1M - 2,775 lives#506Self Funded-0 lives#507Self Funded-0 lives#515Self Funded-0 lives#601Unknown-0 lives

Retirement portfolio analytics

2 plans aggregated / $567.3M assets / 8,502 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • ZURN ELKAY 401(K) (#006)65%
  • ZURN PENSION (#007)35%
Total $567.3MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
65%top
  • (Not disclosed)65%
  • PRINCIPAL LIFE INSURANCE COMPANY35%
Total $567.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ZURN PENSION (#007)5,087
  • ZURN ELKAY 401(K) (#006)3,415
Total 8,502Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#006

ZURN ELKAY 401(K) PLAN

401k

Assets$367.4M
Participants3,415
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#007

ZURN PENSION PLAN

TraditionalDB

Assets$199.9M
Participants5,087
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ZURN ELKAY WELFARE PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$4.1M
Covered lives2,775
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Welfare#506

ZURN SUPPLEMENTAL LIFE INSURANCE PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

ZURN ELKAY SEVERANCE PAY PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#515

ZURN LONG TERM DISABILITY PLAN FOR NONUNION EMPLOYEES

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#601

ZURN INDUSTRIES, INC. PITTSBURGH AVENUE SUPPLEMENTAL UNEMPLOYMENT BENEFIT PLAN

Unknown

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
006ZURN ELKAY 401(K) PLAN401k$367.4M3,4152024
007ZURN PENSION PLANTraditionalDB$199.9M5,0872024

Welfare plans5

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ZURN ELKAY WELFARE PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$4.1M2,7752024
506ZURN SUPPLEMENTAL LIFE INSURANCE PLANSelf Funded-$002025
507ZURN ELKAY SEVERANCE PAY PLANSelf Funded-$002025
515ZURN LONG TERM DISABILITY PLAN FOR NONUNION EMPLOYEESSelf Funded-$002025
601ZURN INDUSTRIES, INC. PITTSBURGH AVENUE SUPPLEMENTAL UNEMPLOYMENT BENEFIT PLANUnknown-$002025
Retirement plans
Welfare plans
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