Assets by plan
Share of aggregate retirement assets
65%top
Sponsor portfolio
ZURN LLC
EIN 04-3722228building materialsLatest filing 2025
Plans
7
Retirement
2
$567.3M assets
Welfare
5
$3.9M premiums
Participants
12,501
511 FRESHWATER WAY - MILWAUKEE, WI 53204414-223-2047zurn.comLinkedIn501-1000 employeesbuilding materials
Retirement portfolio analytics
2 plans aggregated / $567.3M assets / 8,502 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
65%top
- (Not disclosed)65%
- PRINCIPAL LIFE INSURANCE COMPANY35%
Participants by plan
Active + retired + deferred vested
- ZURN PENSION (#007)5,087
Benefits portfolio analytics
5 plans / $3.9M premiums / 2,696 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.5M
- Prescription drug$2.0M
- Other$1.1M
- Life$915K
- Vision$424K
- Long-term disability$349K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
44%top
- UNITEDHEALTHCARE INSURANCE COMPANY44%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY31%
- KAISER FOUNDATION HEALTH PLAN INC12%
- BLUE CROSS OF CALIFORNIA11%
- FOUR EVER LIFE INSURANCE COMPANY2%
- +1 more
Broker market share
Schedule A broker compensation
100%top
- MERCER HEALTH AND BENEFITS, LLC100%
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$3.9M
Covered lives2,696
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
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 # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 006 | ZURN ELKAY 401(K) PLAN | 401k | $367.4M | 3,415 | 2024 | |
| 007 | ZURN PENSION PLAN | TraditionalDB | $199.9M | 5,087 | 2024 |
Welfare plans5
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ZURN ELKAY WELFARE PLAN | Mixed | UNITEDHEALTHCARE INSURANCE COMPANY | $3.9M | 2,696 | 2025 | |
| 506 | ZURN SUPPLEMENTAL LIFE INSURANCE PLAN | Self Funded | - | $0 | 0 | 2025 | |
| 507 | ZURN ELKAY SEVERANCE PAY PLAN | Self Funded | - | $0 | 0 | 2025 | |
| 515 | ZURN LONG TERM DISABILITY PLAN FOR NONUNION EMPLOYEES | Self Funded | - | $0 | 0 | 2025 | |
| 601 | ZURN INDUSTRIES, INC. PITTSBURGH AVENUE SUPPLEMENTAL UNEMPLOYMENT BENEFIT PLAN | Unknown | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans