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RETIREMENT PLAN OF XYLEM WATER SOLUTIONS ZELIENOPLE FOR HOURLY PAID EMPLOYEES 401k Plan overview

Plan NameRETIREMENT PLAN OF XYLEM WATER SOLUTIONS ZELIENOPLE FOR HOURLY PAID EMPLOYEES
Plan identification number 053

RETIREMENT PLAN OF XYLEM WATER SOLUTIONS ZELIENOPLE FOR HOURLY PAID EMPLOYEES Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

XYLEM INC. has sponsored the creation of one or more 401k plans.

Company Name:XYLEM INC.
Employer identification number (EIN):452080495
NAIC Classification:333200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN OF XYLEM WATER SOLUTIONS ZELIENOPLE FOR HOURLY PAID EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0532022-01-01
0532021-01-01
0532020-01-01
0532019-01-01
0532019-01-01
0532019-01-01
0532019-01-01
0532018-01-01
0532017-01-01CHRISTOPHER LOGAN
0532016-01-01CHRISTOPHER LOGAN
0532015-01-01SHERRI MAGILL GERI MCSHANE2016-10-14
0532014-01-01SHERRI MAGILL JOHN P. CONNOLLY2015-10-12

Plan Statistics for RETIREMENT PLAN OF XYLEM WATER SOLUTIONS ZELIENOPLE FOR HOURLY PAID EMPLOYEES

401k plan membership statisitcs for RETIREMENT PLAN OF XYLEM WATER SOLUTIONS ZELIENOPLE FOR HOURLY PAID EMPLOYEES

Measure Date Value
2022: RETIREMENT PLAN OF XYLEM WATER SOLUTIONS ZELIENOPLE FOR HOURLY PAID EMPLOYEES 2022 401k membership
Market value of plan assets2022-12-31108,072,274
Acturial value of plan assets2022-12-31106,041,260
Funding target for retired participants and beneficiaries receiving payment2022-12-3161,167,249
Number of terminated vested participants2022-12-31237
Fundng target for terminated vested participants2022-12-315,302,655
Active participant vested funding target2022-12-3127,155,710
Number of active participants2022-12-31495
Total funding liabilities for active participants2022-12-3127,504,959
Total participant count2022-12-311,793
Total funding target for all participants2022-12-3193,974,863
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-315,000,000
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-314,578,698
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-312,272,612
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-314,578,698
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-011,811
Total number of active participants reported on line 7a of the Form 55002022-01-01447
Number of retired or separated participants receiving benefits2022-01-01941
Number of other retired or separated participants entitled to future benefits2022-01-01230
Total of all active and inactive participants2022-01-011,618
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01150
Total participants2022-01-011,768
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: RETIREMENT PLAN OF XYLEM WATER SOLUTIONS ZELIENOPLE FOR HOURLY PAID EMPLOYEES 2021 401k membership
Market value of plan assets2021-12-31112,657,460
Acturial value of plan assets2021-12-31102,528,683
Funding target for retired participants and beneficiaries receiving payment2021-12-3156,004,187
Number of terminated vested participants2021-12-31246
Fundng target for terminated vested participants2021-12-316,356,364
Active participant vested funding target2021-12-3127,458,392
Number of active participants2021-12-31551
Total funding liabilities for active participants2021-12-3128,026,553
Total participant count2021-12-311,820
Total funding target for all participants2021-12-3190,387,104
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-311,615,065
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-011,828
Total number of active participants reported on line 7a of the Form 55002021-01-01478
Number of retired or separated participants receiving benefits2021-01-01933
Number of other retired or separated participants entitled to future benefits2021-01-01236
Total of all active and inactive participants2021-01-011,647
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01147
Total participants2021-01-011,794
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: RETIREMENT PLAN OF XYLEM WATER SOLUTIONS ZELIENOPLE FOR HOURLY PAID EMPLOYEES 2020 401k membership
Market value of plan assets2020-12-31104,221,282
Acturial value of plan assets2020-12-31100,289,842
Funding target for retired participants and beneficiaries receiving payment2020-12-3155,031,001
Number of terminated vested participants2020-12-31232
Fundng target for terminated vested participants2020-12-316,321,580
Active participant vested funding target2020-12-3130,537,706
Number of active participants2020-12-31626
Total funding liabilities for active participants2020-12-3131,171,680
Total participant count2020-12-311,868
Total funding target for all participants2020-12-3192,524,261
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-312,045,220
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-011,868
Total number of active participants reported on line 7a of the Form 55002020-01-01552
Number of retired or separated participants receiving benefits2020-01-01893
Number of other retired or separated participants entitled to future benefits2020-01-01240
Total of all active and inactive participants2020-01-011,685
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01143
Total participants2020-01-011,828
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: RETIREMENT PLAN OF XYLEM WATER SOLUTIONS ZELIENOPLE FOR HOURLY PAID EMPLOYEES 2019 401k membership
Market value of plan assets2019-12-3196,543,295
Acturial value of plan assets2019-12-31101,204,032
Funding target for retired participants and beneficiaries receiving payment2019-12-3151,441,670
Number of terminated vested participants2019-12-31302
Fundng target for terminated vested participants2019-12-317,133,238
Active participant vested funding target2019-12-3130,194,522
Number of active participants2019-12-31696
Total funding liabilities for active participants2019-12-3131,214,273
Total participant count2019-12-311,956
Total funding target for all participants2019-12-3189,789,181
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-311,740,809
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-311,839,513
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-310
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-312,316,980
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-011,953
Total number of active participants reported on line 7a of the Form 55002019-01-01637
Number of retired or separated participants receiving benefits2019-01-01878
Number of other retired or separated participants entitled to future benefits2019-01-01203
Total of all active and inactive participants2019-01-011,718
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01133
Total participants2019-01-011,851
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-014
2018: RETIREMENT PLAN OF XYLEM WATER SOLUTIONS ZELIENOPLE FOR HOURLY PAID EMPLOYEES 2018 401k membership
Market value of plan assets2018-12-31103,676,306
Acturial value of plan assets2018-12-3199,630,717
Funding target for retired participants and beneficiaries receiving payment2018-12-3146,843,322
Number of terminated vested participants2018-12-31309
Fundng target for terminated vested participants2018-12-316,364,497
Active participant vested funding target2018-12-3129,911,819
Number of active participants2018-12-31768
Total funding liabilities for active participants2018-12-3130,911,767
Total participant count2018-12-312,009
Total funding target for all participants2018-12-3184,119,586
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3168,550
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-3168,550
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-3117,607,245
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3118,646,562
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-311,780,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-311,740,809
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-311,992,441
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-311,740,809
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-012,006
Total number of active participants reported on line 7a of the Form 55002018-01-01696
Number of retired or separated participants receiving benefits2018-01-01825
Number of other retired or separated participants entitled to future benefits2018-01-01297
Total of all active and inactive participants2018-01-011,818
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01135
Total participants2018-01-011,953
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-018
2017: RETIREMENT PLAN OF XYLEM WATER SOLUTIONS ZELIENOPLE FOR HOURLY PAID EMPLOYEES 2017 401k membership
Market value of plan assets2017-12-3176,775,554
Acturial value of plan assets2017-12-3178,509,357
Funding target for retired participants and beneficiaries receiving payment2017-12-3144,260,325
Number of terminated vested participants2017-12-31318
Fundng target for terminated vested participants2017-12-316,291,229
Active participant vested funding target2017-12-3128,551,895
Number of active participants2017-12-31835
Total funding liabilities for active participants2017-12-3129,713,212
Total participant count2017-12-312,047
Total funding target for all participants2017-12-3180,264,766
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3163,241
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-3163,241
Present value of excess contributions2017-12-315,579,264
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-315,916,000
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-3168,550
Total employer contributions2017-12-3123,022,196
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3121,095,724
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-312,883,910
Net shortfall amortization installment of oustanding balance2017-12-311,823,959
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-313,557,029
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-3168,550
Additional cash requirement2017-12-313,488,479
Contributions allocatedtoward minimum required contributions for current year2017-12-3121,095,724
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-011,661
Total number of active participants reported on line 7a of the Form 55002017-01-01768
Number of retired or separated participants receiving benefits2017-01-01805
Number of other retired or separated participants entitled to future benefits2017-01-01302
Total of all active and inactive participants2017-01-011,875
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01131
Total participants2017-01-012,006
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-015
2016: RETIREMENT PLAN OF XYLEM WATER SOLUTIONS ZELIENOPLE FOR HOURLY PAID EMPLOYEES 2016 401k membership
Market value of plan assets2016-12-312,528,167
Acturial value of plan assets2016-12-312,728,316
Funding target for retired participants and beneficiaries receiving payment2016-12-312,029,668
Number of terminated vested participants2016-12-3137
Fundng target for terminated vested participants2016-12-31739,924
Active participant vested funding target2016-12-310
Number of active participants2016-12-310
Total funding liabilities for active participants2016-12-310
Total participant count2016-12-3171
Total funding target for all participants2016-12-312,769,592
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3112,568
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-3112,568
Present value of excess contributions2016-12-3145,957
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3148,852
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-3112,161
Total employer contributions2016-12-3162,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-3156,310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3147,000
Net shortfall amortization installment of oustanding balance2016-12-3153,437
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-3155,829
Additional cash requirement2016-12-3155,829
Contributions allocatedtoward minimum required contributions for current year2016-12-3156,310
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-0171
Total number of active participants reported on line 7a of the Form 55002016-01-01644
Number of retired or separated participants receiving benefits2016-01-01607
Number of other retired or separated participants entitled to future benefits2016-01-01281
Total of all active and inactive participants2016-01-011,532
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01129
Total participants2016-01-011,661
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: RETIREMENT PLAN OF XYLEM WATER SOLUTIONS ZELIENOPLE FOR HOURLY PAID EMPLOYEES 2015 401k membership
Total participants, beginning-of-year2015-01-0172
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-0129
Number of other retired or separated participants entitled to future benefits2015-01-0137
Total of all active and inactive participants2015-01-0166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-015
Total participants2015-01-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: RETIREMENT PLAN OF XYLEM WATER SOLUTIONS ZELIENOPLE FOR HOURLY PAID EMPLOYEES 2014 401k membership
Total participants, beginning-of-year2014-01-0173
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-0128
Number of other retired or separated participants entitled to future benefits2014-01-0139
Total of all active and inactive participants2014-01-0167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-015
Total participants2014-01-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010

Financial Data on RETIREMENT PLAN OF XYLEM WATER SOLUTIONS ZELIENOPLE FOR HOURLY PAID EMPLOYEES

Measure Date Value
2022 : RETIREMENT PLAN OF XYLEM WATER SOLUTIONS ZELIENOPLE FOR HOURLY PAID EMPLOYEES 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$105,087
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$62,263
Total income from all sources (including contributions)2022-12-31$-21,271,310
Total loss/gain on sale of assets2022-12-31$-1,557,515
Total of all expenses incurred2022-12-31$7,281,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,890,667
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$79,624,293
Value of total assets at beginning of year2022-12-31$108,134,537
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,391,091
Total interest from all sources2022-12-31$2,887,432
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$265,946
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$265,946
Administrative expenses professional fees incurred2022-12-31$66,704
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$15,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$730,372
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$737,469
Administrative expenses (other) incurred2022-12-31$790,483
Liabilities. Value of operating payables at end of year2022-12-31$105,087
Liabilities. Value of operating payables at beginning of year2022-12-31$62,263
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-28,553,068
Value of net assets at end of year (total assets less liabilities)2022-12-31$79,519,206
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$108,072,274
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$403,489
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$8,005,127
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$10,553,140
Value of interest in pooled separate accounts at end of year2022-12-31$1,395,482
Value of interest in pooled separate accounts at beginning of year2022-12-31$1,189,495
Income. Interest from US Government securities2022-12-31$34,897
Income. Interest from corporate debt instruments2022-12-31$2,847,186
Value of interest in common/collective trusts at end of year2022-12-31$8,251,196
Value of interest in common/collective trusts at beginning of year2022-12-31$11,268,282
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$310,738
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,107,121
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,107,121
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$5,349
Asset value of US Government securities at end of year2022-12-31$2,489,380
Asset value of US Government securities at beginning of year2022-12-31$2,549,784
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-23,148,593
Net investment gain/loss from pooled separate accounts2022-12-31$18,247
Net investment gain or loss from common/collective trusts2022-12-31$263,173
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,890,667
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$58,441,998
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$80,729,246
Contract administrator fees2022-12-31$130,415
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$24,546,125
Aggregate carrying amount (costs) on sale of assets2022-12-31$26,103,640
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CROWE LLP
Accountancy firm EIN2022-12-31350921680
2021 : RETIREMENT PLAN OF XYLEM WATER SOLUTIONS ZELIENOPLE FOR HOURLY PAID EMPLOYEES 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$62,263
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$94,676
Total income from all sources (including contributions)2021-12-31$2,072,754
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$6,563,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,719,178
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$108,134,537
Value of total assets at beginning of year2021-12-31$112,657,460
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$844,086
Total interest from all sources2021-12-31$3,072,305
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$767,738
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$767,738
Administrative expenses professional fees incurred2021-12-31$53,149
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$15,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$1,107,121
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$270,082
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$737,469
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$714,660
Other income not declared elsewhere2021-12-31$179,979
Administrative expenses (other) incurred2021-12-31$289,624
Liabilities. Value of operating payables at end of year2021-12-31$62,263
Liabilities. Value of operating payables at beginning of year2021-12-31$94,676
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-4,490,510
Value of net assets at end of year (total assets less liabilities)2021-12-31$108,072,274
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$112,562,784
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$330,444
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$10,553,140
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$11,234,748
Value of interest in pooled separate accounts at end of year2021-12-31$1,189,495
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,742,420
Interest earned on other investments2021-12-31$3,072,305
Income. Interest from US Government securities2021-12-31$0
Income. Interest from corporate debt instruments2021-12-31$2,825,734
Value of interest in master investment trust accounts at end of year2021-12-31$0
Value of interest in master investment trust accounts at beginning of year2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$11,268,282
Value of interest in common/collective trusts at beginning of year2021-12-31$11,782,787
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$49
Asset value of US Government securities at end of year2021-12-31$2,549,784
Asset value of US Government securities at beginning of year2021-12-31$3,632,322
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-1,946,450
Net investment gain/loss from pooled separate accounts2021-12-31$-818
Net investment gain or loss from common/collective trusts2021-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,719,178
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$80,729,246
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$83,280,441
Contract administrator fees2021-12-31$170,869
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$7,961,443
Aggregate carrying amount (costs) on sale of assets2021-12-31$8,059,601
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CROWE LLP
Accountancy firm EIN2021-12-31350921680
2020 : RETIREMENT PLAN OF XYLEM WATER SOLUTIONS ZELIENOPLE FOR HOURLY PAID EMPLOYEES 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$57,600
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$94,676
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$14,565,797
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$6,187,219
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,454,147
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$112,657,460
Value of total assets at beginning of year2020-12-31$104,315,958
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$733,072
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$3,671,617
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$474,585
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$474,585
Administrative expenses professional fees incurred2020-12-31$142,993
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$0
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$270,082
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$721,163
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$714,660
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$7,182,189
Administrative expenses (other) incurred2020-12-31$168,784
Liabilities. Value of operating payables at end of year2020-12-31$57,600
Liabilities. Value of operating payables at beginning of year2020-12-31$94,676
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$8,378,578
Value of net assets at end of year (total assets less liabilities)2020-12-31$112,599,860
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$104,221,282
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$283,258
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$11,234,748
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$10,375,894
Value of interest in pooled separate accounts at end of year2020-12-31$1,742,420
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,366,809
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$3,671,617
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$11,782,787
Value of interest in common/collective trusts at beginning of year2020-12-31$11,204,558
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Asset value of US Government securities at end of year2020-12-31$3,632,322
Asset value of US Government securities at beginning of year2020-12-31$1,502,622
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,233,759
Net investment gain/loss from pooled separate accounts2020-12-31$3,647
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$0
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,454,147
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$83,280,441
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$79,144,912
Contract administrator fees2020-12-31$138,037
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CROWE LLP
Accountancy firm EIN2020-12-31350921680
2019 : RETIREMENT PLAN OF XYLEM WATER SOLUTIONS ZELIENOPLE FOR HOURLY PAID EMPLOYEES 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$94,676
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$94,676
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$69,265
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$69,265
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$16,288,763
Total income from all sources (including contributions)2019-12-31$16,288,763
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$8,610,776
Total of all expenses incurred2019-12-31$8,610,776
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,545,718
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,545,718
Value of total corrective distributions2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$104,315,958
Value of total assets at end of year2019-12-31$104,315,958
Value of total assets at beginning of year2019-12-31$96,612,560
Value of total assets at beginning of year2019-12-31$96,612,560
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,065,058
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,065,058
Total income from rents2019-12-31$0
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$1,272,024
Total interest from all sources2019-12-31$1,272,024
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$792,623
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$792,623
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$792,623
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$792,623
Administrative expenses professional fees incurred2019-12-31$165,593
Administrative expenses professional fees incurred2019-12-31$165,593
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
Value of fidelity bond cover2019-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$0
Contributions received from participants2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$721,163
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$535,638
Administrative expenses (other) incurred2019-12-31$535,638
Liabilities. Value of operating payables at end of year2019-12-31$94,676
Liabilities. Value of operating payables at end of year2019-12-31$94,676
Liabilities. Value of operating payables at beginning of year2019-12-31$69,265
Liabilities. Value of operating payables at beginning of year2019-12-31$69,265
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$7,677,987
Value of net income/loss2019-12-31$7,677,987
Value of net assets at end of year (total assets less liabilities)2019-12-31$104,221,282
Value of net assets at end of year (total assets less liabilities)2019-12-31$104,221,282
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$96,543,295
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$96,543,295
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Investment advisory and management fees2019-12-31$130,889
Investment advisory and management fees2019-12-31$130,889
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$10,375,894
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$10,375,894
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$50,589,324
Value of interest in pooled separate accounts at end of year2019-12-31$1,366,809
Value of interest in pooled separate accounts at end of year2019-12-31$1,366,809
Value of interest in pooled separate accounts at beginning of year2019-12-31$19,461,029
Value of interest in pooled separate accounts at beginning of year2019-12-31$19,461,029
Income. Interest from loans (other than to participants)2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$0
Interest earned on other investments2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$11,204,558
Value of interest in common/collective trusts at end of year2019-12-31$11,204,558
Value of interest in common/collective trusts at beginning of year2019-12-31$26,562,207
Value of interest in common/collective trusts at beginning of year2019-12-31$26,562,207
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,272,024
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,272,024
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Asset value of US Government securities at end of year2019-12-31$1,502,622
Asset value of US Government securities at end of year2019-12-31$1,502,622
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$12,507,103
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$12,507,103
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$1,717,013
Net investment gain or loss from common/collective trusts2019-12-31$1,717,013
Net gain/loss from 103.12 investment entities2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$0
Contributions received in cash from employer2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,545,718
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,545,718
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$79,144,912
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$79,144,912
Contract administrator fees2019-12-31$232,938
Contract administrator fees2019-12-31$232,938
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CROWE LLP
Accountancy firm name2019-12-31CROWE LLP
Accountancy firm EIN2019-12-31350921680
Accountancy firm EIN2019-12-31350921680
2018 : RETIREMENT PLAN OF XYLEM WATER SOLUTIONS ZELIENOPLE FOR HOURLY PAID EMPLOYEES 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$69,265
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$62,953
Total income from all sources (including contributions)2018-12-31$16,697,659
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$5,214,550
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,662,123
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$21,157,000
Value of total assets at end of year2018-12-31$96,612,560
Value of total assets at beginning of year2018-12-31$85,123,139
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$552,427
Total interest from all sources2018-12-31$9,595
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,316,107
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,316,107
Administrative expenses professional fees incurred2018-12-31$135,536
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$15,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Administrative expenses (other) incurred2018-12-31$149,933
Liabilities. Value of operating payables at end of year2018-12-31$69,265
Liabilities. Value of operating payables at beginning of year2018-12-31$62,953
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$11,483,109
Value of net assets at end of year (total assets less liabilities)2018-12-31$96,543,295
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$85,060,186
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$85,650
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$50,589,324
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$20,765,816
Value of interest in pooled separate accounts at end of year2018-12-31$19,461,029
Value of interest in pooled separate accounts at beginning of year2018-12-31$5,009,856
Value of interest in master investment trust accounts at end of year2018-12-31$0
Value of interest in master investment trust accounts at beginning of year2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$26,562,207
Value of interest in common/collective trusts at beginning of year2018-12-31$41,946,983
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$16,076,484
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$16,076,484
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$9,595
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,838,896
Net investment gain/loss from pooled separate accounts2018-12-31$106,551
Net investment gain or loss from common/collective trusts2018-12-31$-2,052,698
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$21,157,000
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$1,324,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,662,123
Contract administrator fees2018-12-31$181,308
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CROWE LLP
Accountancy firm EIN2018-12-31350921680
2017 : RETIREMENT PLAN OF XYLEM WATER SOLUTIONS ZELIENOPLE FOR HOURLY PAID EMPLOYEES 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$62,953
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$129,798
Total income from all sources (including contributions)2017-12-31$19,867,967
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$5,723,913
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,635,414
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$9,645,196
Value of total assets at end of year2017-12-31$85,123,139
Value of total assets at beginning of year2017-12-31$71,045,930
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,088,499
Total interest from all sources2017-12-31$185,912
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$970
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$970
Administrative expenses professional fees incurred2017-12-31$248,855
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$15,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Administrative expenses (other) incurred2017-12-31$822,420
Liabilities. Value of operating payables at end of year2017-12-31$62,953
Liabilities. Value of operating payables at beginning of year2017-12-31$129,798
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$14,144,054
Value of net assets at end of year (total assets less liabilities)2017-12-31$85,060,186
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$70,916,132
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$20,765,816
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,959,362
Value of interest in pooled separate accounts at end of year2017-12-31$5,009,856
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Value of interest in master investment trust accounts at end of year2017-12-31$0
Value of interest in master investment trust accounts at beginning of year2017-12-31$60,354,702
Value of interest in common/collective trusts at end of year2017-12-31$41,946,983
Value of interest in common/collective trusts at beginning of year2017-12-31$4,941,638
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$16,076,484
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$185,912
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$687,692
Net investment gain/loss from pooled separate accounts2017-12-31$315,214
Net investment gain or loss from common/collective trusts2017-12-31$352
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$9,645,196
Employer contributions (assets) at end of year2017-12-31$1,324,000
Employer contributions (assets) at beginning of year2017-12-31$1,790,228
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,635,414
Contract administrator fees2017-12-31$17,224
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CROWE LLP
Accountancy firm EIN2017-12-31350921680
2016 : RETIREMENT PLAN OF XYLEM WATER SOLUTIONS ZELIENOPLE FOR HOURLY PAID EMPLOYEES 2016 401k financial data
Transfers to/from the plan2016-12-31$68,366,617
Total income from all sources2016-12-31$205,893
Expenses. Total of all expenses incurred2016-12-31$186,692
Benefits paid (including direct rollovers)2016-12-31$186,692
Total plan assets at end of year2016-12-31$70,916,132
Total plan assets at beginning of year2016-12-31$2,530,314
Value of fidelity bond covering the plan2016-12-31$15,000,000
Other income received2016-12-31$143,893
Net income (gross income less expenses)2016-12-31$19,201
Net plan assets at end of year (total assets less liabilities)2016-12-31$70,916,132
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,530,314
Total contributions received or receivable from employer(s)2016-12-31$62,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : RETIREMENT PLAN OF XYLEM WATER SOLUTIONS ZELIENOPLE FOR HOURLY PAID EMPLOYEES 2015 401k financial data
Total income from all sources2015-12-31$-83,441
Expenses. Total of all expenses incurred2015-12-31$181,079
Benefits paid (including direct rollovers)2015-12-31$181,079
Total plan assets at end of year2015-12-31$2,530,314
Total plan assets at beginning of year2015-12-31$2,794,834
Value of fidelity bond covering the plan2015-12-31$15,000,000
Other income received2015-12-31$-134,441
Net income (gross income less expenses)2015-12-31$-264,520
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,530,314
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,794,834
Total contributions received or receivable from employer(s)2015-12-31$51,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : RETIREMENT PLAN OF XYLEM WATER SOLUTIONS ZELIENOPLE FOR HOURLY PAID EMPLOYEES 2014 401k financial data
Total income from all sources2014-12-31$196,993
Expenses. Total of all expenses incurred2014-12-31$176,333
Benefits paid (including direct rollovers)2014-12-31$176,333
Total plan assets at end of year2014-12-31$2,794,834
Total plan assets at beginning of year2014-12-31$2,774,174
Value of fidelity bond covering the plan2014-12-31$15,000,000
Other income received2014-12-31$104,993
Net income (gross income less expenses)2014-12-31$20,660
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,794,834
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,774,174
Total contributions received or receivable from employer(s)2014-12-31$92,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0

Form 5500 Responses for RETIREMENT PLAN OF XYLEM WATER SOLUTIONS ZELIENOPLE FOR HOURLY PAID EMPLOYEES

2022: RETIREMENT PLAN OF XYLEM WATER SOLUTIONS ZELIENOPLE FOR HOURLY PAID EMPLOYEES 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: RETIREMENT PLAN OF XYLEM WATER SOLUTIONS ZELIENOPLE FOR HOURLY PAID EMPLOYEES 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: RETIREMENT PLAN OF XYLEM WATER SOLUTIONS ZELIENOPLE FOR HOURLY PAID EMPLOYEES 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RETIREMENT PLAN OF XYLEM WATER SOLUTIONS ZELIENOPLE FOR HOURLY PAID EMPLOYEES 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedYes
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RETIREMENT PLAN OF XYLEM WATER SOLUTIONS ZELIENOPLE FOR HOURLY PAID EMPLOYEES 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: RETIREMENT PLAN OF XYLEM WATER SOLUTIONS ZELIENOPLE FOR HOURLY PAID EMPLOYEES 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RETIREMENT PLAN OF XYLEM WATER SOLUTIONS ZELIENOPLE FOR HOURLY PAID EMPLOYEES 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RETIREMENT PLAN OF XYLEM WATER SOLUTIONS ZELIENOPLE FOR HOURLY PAID EMPLOYEES 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RETIREMENT PLAN OF XYLEM WATER SOLUTIONS ZELIENOPLE FOR HOURLY PAID EMPLOYEES 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number611083
Policy instance 1
Insurance contract or identification number611083
Number of Individuals Covered1764
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number611083
Policy instance 1
Insurance contract or identification number611083
Number of Individuals Covered1785
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number611083
Policy instance 1
Insurance contract or identification number611083
Number of Individuals Covered1788
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number611083
Policy instance 1
Insurance contract or identification number611083
Number of Individuals Covered1707
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number611083
Policy instance 1
Insurance contract or identification number611083
Number of Individuals Covered1831
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number611083
Policy instance 1
Insurance contract or identification number611083
Number of Individuals Covered2024
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $7,257
Total amount of fees paid to insurance companyUSD $305
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,257
Amount paid for insurance broker fees305
Additional information about fees paid to insurance brokerPRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameLOCKTON FINANCIAL ADVISORS LLC

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