Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
REGAL REXNORD CORPORATION
EIN 39-0875718utilitiesLatest filing 2025
Plans
3
Retirement
2
$961.3M assets
Welfare
1
$13.2M premiums
Participants
19,539
111 WEST MICHIGAN STREET - MILWAUKEE, WI 53203608-364-8800regalrexnord.comLinkedIn10001+ employeesutilities
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $961.3M assets / 10,876 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $13.2M premiums / 8,337 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$5.7M
- Health$5.1M
- Prescription drug$4.9M
- Life$4.0M
- Long-term disability$1.6M
- Vision$951K
Carrier market share
Premium dollars by Schedule A carrier
42%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY42%
- BLUE CROSS OF CALIFORNIA17%
- RELIASTAR LIFE INSURANCE COMPANY12%
- KAISER FOUNDATION HEALTH PLAN INC11%
- UNITEDHEALTHCARE INSURANCE COMPANY10%
- +3 more
Broker market share
Schedule A broker compensation
86%top
- WILLIS TOWERS WATSON US LLC86%
- BSC AGENCY LLC9%
- BROWN & BROWN INSURANCE SERVICES4%
- REUBEN WARNER ASSOCIATES, INC.2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#008
REGAL REXNORD RETIREMENT SAVINGS PLAN
401k
Assets$656.4M
Participants6,814
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#009
REGAL REXNORD 401(K) PLAN
401k
Assets$304.9M
Participants4,062
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
REGAL REXNORD COMPREHENSIVE MEDICAL AND DENTAL HEALTH INSURANCE PLAN
Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$13.2M
Covered lives8,337
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 008 | REGAL REXNORD RETIREMENT SAVINGS PLAN | 401k | $656.4M | 6,814 | 2024 | |
| 009 | REGAL REXNORD 401(K) PLAN | 401k | $304.9M | 4,062 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | REGAL REXNORD COMPREHENSIVE MEDICAL AND DENTAL HEALTH INSURANCE PLAN | Mixed | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $13.2M | 8,337 | 2025 |
Retirement plans
Welfare plans