Zurn LLC, Milwaukee, WI. EIN 04-3722228. Annual reports 2009–2024. Also filed as Rexnord LLC; Rexnord-Zurn Holdings, Inc.
Zurn LLC has 2 active retirement plans on file. The largest is the Zurn Pension Plan, with 5,087 participants and $200 million in assets in 2024. Principal has been its administrator since 2020.
Zurn LLC 511 W Freshwater Way Milwaukee, WI 53204 (414) 223-2067As filed for 2024
In effect since
January 1, 2003
Plans merged into this one:Rexnord Savings & Investment Plan (2011); Elkay Manufacturing Company Retirement and Savings Plan (2022).
Earlier sponsor: Rexnord LLC (2009–2020).
Earlier plan names: Rexnord LLC 401(k) Plan; Zurn 401(k) Plan.
Year by year, 2009 to 2024
Plan year
Participants
Net assets
Recordkeeper
2024
3,415
$367 million
Principal
2023
3,598
$339 million
Principal
2022
3,230
$201 million
Principal
2021
2,233
$269 million
Principal
2020
4,544
$508 million
Principal
2019
4,755
$483 million
Wells Fargo
2018
4,772
$417 million
Wells Fargo
2017
4,751
$449 million
Wells Fargo
2016
4,972
$387 million
Wells Fargo
2015
5,093
$386 million
Wells Fargo
2014
5,210
$398 million
Wells Fargo
2013
5,108
$374 million
Wells Fargo
2012
5,088
$329 million
Wells Fargo
2011
4,931
$294 million
Wells Fargo
2010
4,287
$270 million
Wells Fargo
2009
4,190
$223 million
Wells Fargo
Rexnord Non-Union Pension Plan
Pension (defined benefit)Merged
Merged. In 2017 its assets moved to the Zurn Union Pension Plan, sponsored by Zurn LLC (EIN 22-3568449, plan 004). Accounts moved with them, so that plan is the one to contact.
Plan number
002Employer EIN 04-3722228
Participants (2016)
8,241
Net assets (2016)
$333 million
Administered by
Wells Fargo2009–2017
Plan administrator
Rexnord LLC P.O. Box 2022 Milwaukee, WI 53201 (414) 223-2066As filed for 2017
In effect since
January 1, 2003
Year by year, 2009 to 2017
Plan year
Participants
Net assets
Recordkeeper
2017
0
$0
Wells Fargo
2016
8,241
$333 million
Wells Fargo
2015
8,452
$335 million
Wells Fargo
2014
8,624
$369 million
Wells Fargo
2013
10,875
$412 million
Wells Fargo
2012
11,002
$432 million
Wells Fargo
2011
11,055
$414 million
Wells Fargo
2010
11,204
$388 million
Wells Fargo
2009
11,782
$362 million
Wells Fargo
Rexnord Union Pension Plan
Pension (defined benefit)Merged
Merged. In 2017 its assets moved to the Zurn Union Pension Plan, sponsored by Zurn LLC (EIN 22-3568449, plan 004). Accounts moved with them, so that plan is the one to contact.
Rexnord LLC P.O. Box 2022 Milwaukee, WI 53201 (414) 223-2066As filed for 2017
In effect since
November 1, 1988
Year by year, 2009 to 2017
Plan year
Participants
Net assets
Recordkeeper
2017
0
$0
Wells Fargo
2016
2,178
$121 million
Wells Fargo
2015
2,263
$122 million
Wells Fargo
2014
2,334
$130 million
Wells Fargo
2013
2,403
$119 million
Wells Fargo
2012
2,461
$121 million
Wells Fargo
2011
2,517
$113 million
Wells Fargo
2010
2,569
$102 million
Wells Fargo
2009
2,631
$91.4 million
Q&F Benefit Administration
Rexnord Savings & Investment Plan
401(k)Merged
Merged. In 2011 its assets moved to the Rexnord LLC 401(k) Plan, sponsored by Zurn LLC (EIN 04-3722228, plan 006). Accounts moved with them, so that plan is the one to contact.
Rexnord LLC 4701 W. Greenfield Ave. Milwaukee, WI 53214 (414) 643-2095As filed for 2011
In effect since
September 1, 1988
Year by year, 2009 to 2011
Plan year
Participants
Net assets
Recordkeeper
2011
0
n/a
not listed
2010
451
$16.0 million
Fidelity
2009
419
$15.5 million
Fidelity
If you had money in one of these plans
Call Principal (principal.com), which runs the Zurn Elkay 401(k) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((414) 223-2047). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.
What these numbers are
They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.