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  2. PENTAIR INC
Sponsor portfolioTH

PENTAIR INC

EIN 41-0907434-Management of Companies and Enterprises-Latest filing 2024
Plans
3
Retirement
1
$909.7M assets
Welfare
2
$4.5M premiums
Participants
11,338
5500 WAYZATA BOULEVARD, SUITE 900 - GOLDEN VALLEY, MN 554161261763-545-1730
Plans on this EIN
3 filings
#002ESOP-$909.7M - 6,954 part#502Fully Insured-$3.8M - 9,750 lives#523Fully Insured-$754K - 149 lives

Benefits portfolio analytics

2 plans / $4.5M premiums / 9,899 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$2.1M
  • Long-term disability$2.1M
  • Life$1.3M
  • Health$1.0M
  • Prescription drug$1.0M
  • Dental$265K
  • +1 more
Total $4.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
46%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY46%
  • SECURIAN LIFE INSURANCE COMPANY28%
  • BLUE CROSS OF CALIFORNIA11%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY6%
  • MEDICA INSURANCE COMPANY5%
  • +3 more
Total $4.5M8 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • AON CONSULTING INC100%
Total $67K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

PENTAIR INC RETIREMENT SAVINGS AND STOCK

ESOP

Assets$909.7M
Participants6,954
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

PENTAIR, INC. ACTIVE EMPLOYEE WELFARE PLAN

Fully Insured - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$3.8M
Covered lives9,750
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#523

PENTAIR, INC. RETIREE WELFARE BENEFIT PLAN

Fully Insured - BCBSM, IN. D.B.A. BLUE CROSS AND BLUE SHIELD OF MINNESOTA

Premiums$754K
Covered lives149
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002PENTAIR INC RETIREMENT SAVINGS AND STOCKESOP$909.7M6,9542024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502PENTAIR, INC. ACTIVE EMPLOYEE WELFARE PLANFully InsuredLINCOLN NATIONAL LIFE INSURANCE COMPANY$3.8M9,7502024
523PENTAIR, INC. RETIREE WELFARE BENEFIT PLANFully InsuredBCBSM, IN. D.B.A. BLUE CROSS AND BLUE SHIELD OF MINNESOTA$754K1492024
Retirement plans
Welfare plans
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