Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
REGAL REXNORD CORPORATION
EIN 39-0875718utilitiesLatest filing 2024
Plans
3
Retirement
2
$961.3M assets
Welfare
1
$14.0M premiums
Participants
19,233
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 / $14.0M premiums / 8,846 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$6.4M
- Health$4.9M
- Prescription drug$4.8M
- Life$4.5M
- Long-term disability$1.6M
- Vision$1.0M
Carrier market share
Premium dollars by Schedule A carrier
44%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY44%
- BLUE CROSS OF CALIFORNIA15%
- RELIASTAR LIFE INSURANCE COMPANY13%
- KAISER FOUNDATION HEALTH PLAN INC11%
- UNITEDHEALTHCARE INSURANCE COMPANY9%
- +3 more
Broker market share
Schedule A broker compensation
54%top
- BROWN AND BROWN OF FLORIDA, INC.54%
- HAYS COMPANIES, INC.39%
- BSC AGENCY LLC6%
- 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$14.0M
Covered lives8,846
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 | $14.0M | 8,846 | 2024 |
Retirement plans
Welfare plans