Pentair Pump Group, Inc. Bargaining Unit Employees Pension Plan

Corporate pension· Golden Valley, Minnesota

Corporate pension, based in Golden Valley, Minnesota, reporting $21.2M in assets, for 548 participants.

Composed from this allocator's classification, location and filed figures.

Assets
$21.2M
Funded ratio
82.4%
Fund commitments
1
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Commitments (1)Allocation policy
As of · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 31 Dec 2024, Pentair Pump Group, Inc. Bargaining Unit Employees Pension Plan total assets $17M -> $21M (+28.7%, 2023-12-31 to 2024-12-31).

Capital path

who backs this record, through what, into what; each name opens its own path
Pentair Pump Group, Inc. Bargaining Unit Employees Pension Plan
Funds committed to
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$21.2M
Total assets, Dec 31, 2024 reported
Funded
82.4%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
1
none on the tape
Plan sponsor: Pentair Flow Technologies, LLC
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.3%
  • Common/collective trusts 86.0%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 manager on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)

+2 more Schedule C managers

Every name, record and relationship behind this count, with the source on each.

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What changed
5 events
  • Dec 31, 2024Assets changed
    Pentair Pump Group, Inc. Bargaining Unit Employees Pension Plan total assets $17M -> $21M (+28.7%, 2023-12-31 to 2024-12-31)
    askebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Pentair Pump Group, Inc. Bargaining Unit Employees Pension Plan funded ratio 80.0% -> 82.4% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Bank of New York Mellon no longer appears on Pentair Pump Group, Inc. Bargaining Unit Employees Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Bank of New York Mellonaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Pentair Pump Group, Inc. Bargaining Unit Employees Pension Plan funded ratio 102.9% -> 80.0% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Pentair Pump Group, Inc. Bargaining Unit Employees Pension Plan plan assets $23M -> $16M (-29.5%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
3 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Jpmcb Long Credit Fundcollective trustJP Morgan Chase Bank, N.A.Private credit$18.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Jpmcb Long Credit Fundcollective trustJP Morgan Chase Bank, N.A.Private credit$16.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Jpmcb Long Credit Fundcollective trustJP Morgan Chase Bank, N.A.Private credit$16.2M heldDisclosed holdingaskebsa.dol.gov
Size and funding
32 readings
Total assets
$21.2M Dec 31, 2024 reported Form 5500
$16.5M (2023-12) · $16.3M (2022-12)
Plan assets
$16.5M Jan 1, 2024 reported Form 5500
$16.5M (2023-01) · $23.4M (2022-01)
Net assets
$21.2M Dec 31, 2024 reported Form 5500
$16.5M (2023-12) · $16.3M (2022-12)
Funded ratio
82.4% Jan 1, 2024 reported Form 5500
80.0% (2023-01) · 102.9% (2022-01)
Funding target
$22.0M Jan 1, 2024 reported Form 5500
$21.3M (2023-01) · $20.0M (2022-01)
Discount rate
5.17% Jan 1, 2024 reported Form 5500
5.31% (2023-01) · 5.48% (2022-01)
Participants
548 Jan 1, 2024 reported Form 5500
555 (2023-01) · 558 (2022-01)
Contributions
$6.4M Dec 31, 2024 reported Form 5500
$284,000 (2023-12) · $0 (2022-12)
Benefits paid
$892,008 Dec 31, 2024 reported Form 5500
$902,906 (2023-12) · $757,102 (2022-12)
Net investment income
$4.7M Dec 31, 2024 reported Form 5500
$252,871 (2023-12) · -$7.1M (2022-12)
Investment management fees
$64,260 Dec 31, 2024 reported Form 5500
$77,851 (2023-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024548$16.5M$22.0M82.4%$21.2MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 2023555$16.5M$21.3M80.0%$16.5MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 2022558$23.4M$20.0M102.9%$16.3MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

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Every name, record and relationship behind this count, with the source on each.

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Provenance
Identifiers: EIN-PN 411881858-002
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 29, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.

Not yet on record: managers.

Record history

5 dated events on the change ledger, latest first
  • Funded status changed
    2023-01-01source
  • Funded status changed
    2024-01-01source
  • Manager relationship ended
    2023-12-31source

+2 more changes on this record's ledger

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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.

›Connections

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+8 connections on the graph

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