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REGAL REXNORD RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameREGAL REXNORD RETIREMENT SAVINGS PLAN
Plan identification number 008

REGAL REXNORD RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

REGAL REXNORD CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:REGAL REXNORD CORPORATION
Employer identification number (EIN):390875718
NAIC Classification:335310

Additional information about REGAL REXNORD CORPORATION

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 0484230

More information about REGAL REXNORD CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan REGAL REXNORD RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0082022-01-01
0082021-01-01
0082020-01-01
0082019-01-01
0082018-01-01
0082017-01-01DENNIS MIKULECKY ROBERT REHARD2018-09-10
0082016-01-01DENNIS MIKULECKY CHARLES HINRICHS2017-07-25
0082015-01-01TIMOTHY OSWALD CHARLES A. HINRICHS2016-07-22
0082014-01-01TIM OSWALD CHARLES A. HINRICHS2015-07-20
0082013-01-01TIMOTHY OSWALD CHARLES A HINRICHS2014-07-29
0082012-01-01LYLE MATHWICH CHARLES A. HINRICHS2013-10-11
0082011-01-01SHANNON NAUJOCK
0082010-01-01LYLE K MATHWICH
0082009-01-01LYLE K MATHWICH TERRY R COLVIN2010-10-13

Plan Statistics for REGAL REXNORD RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for REGAL REXNORD RETIREMENT SAVINGS PLAN

Measure Date Value
2022: REGAL REXNORD RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-016,864
Total number of active participants reported on line 7a of the Form 55002022-01-015,339
Number of retired or separated participants receiving benefits2022-01-01163
Number of other retired or separated participants entitled to future benefits2022-01-011,458
Total of all active and inactive participants2022-01-016,960
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0138
Total participants2022-01-016,998
Number of participants with account balances2022-01-016,787
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01156
2021: REGAL REXNORD RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-014,829
Total number of active participants reported on line 7a of the Form 55002021-01-015,255
Number of retired or separated participants receiving benefits2021-01-01156
Number of other retired or separated participants entitled to future benefits2021-01-011,417
Total of all active and inactive participants2021-01-016,828
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0136
Total participants2021-01-016,864
Number of participants with account balances2021-01-016,628
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01113
2020: REGAL REXNORD RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-015,568
Total number of active participants reported on line 7a of the Form 55002020-01-013,424
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-011,365
Total of all active and inactive participants2020-01-014,789
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0140
Total participants2020-01-014,829
Number of participants with account balances2020-01-014,657
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0154
2019: REGAL REXNORD RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-015,580
Total number of active participants reported on line 7a of the Form 55002019-01-013,579
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011,163
Total of all active and inactive participants2019-01-014,742
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0132
Total participants2019-01-014,774
Number of participants with account balances2019-01-014,472
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0154
2018: REGAL REXNORD RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-015,397
Total number of active participants reported on line 7a of the Form 55002018-01-014,562
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01979
Total of all active and inactive participants2018-01-015,541
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0130
Total participants2018-01-015,571
Number of participants with account balances2018-01-015,295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0167
2017: REGAL REXNORD RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-015,174
Total number of active participants reported on line 7a of the Form 55002017-01-014,460
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01902
Total of all active and inactive participants2017-01-015,362
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0131
Total participants2017-01-015,393
Number of participants with account balances2017-01-015,074
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0148
2016: REGAL REXNORD RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-015,543
Total number of active participants reported on line 7a of the Form 55002016-01-014,245
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01902
Total of all active and inactive participants2016-01-015,147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0126
Total participants2016-01-015,173
Number of participants with account balances2016-01-014,910
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0153
2015: REGAL REXNORD RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-015,996
Total number of active participants reported on line 7a of the Form 55002015-01-014,602
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01907
Total of all active and inactive participants2015-01-015,509
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0127
Total participants2015-01-015,536
Number of participants with account balances2015-01-015,277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0177
2014: REGAL REXNORD RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015,621
Total number of active participants reported on line 7a of the Form 55002014-01-015,098
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01861
Total of all active and inactive participants2014-01-015,959
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0124
Total participants2014-01-015,983
Number of participants with account balances2014-01-015,349
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0159
2013: REGAL REXNORD RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-016,645
Total number of active participants reported on line 7a of the Form 55002013-01-014,962
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01636
Total of all active and inactive participants2013-01-015,598
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0122
Total participants2013-01-015,620
Number of participants with account balances2013-01-015,317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0140
2012: REGAL REXNORD RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-016,765
Total number of active participants reported on line 7a of the Form 55002012-01-015,404
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011,225
Total of all active and inactive participants2012-01-016,629
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0115
Total participants2012-01-016,644
Number of participants with account balances2012-01-016,100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01154
2011: REGAL REXNORD RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-016,698
Total number of active participants reported on line 7a of the Form 55002011-01-015,699
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011,043
Total of all active and inactive participants2011-01-016,742
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-017
Total participants2011-01-016,749
Number of participants with account balances2011-01-016,085
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01142
2010: REGAL REXNORD RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-014,598
Total number of active participants reported on line 7a of the Form 55002010-01-015,768
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01927
Total of all active and inactive participants2010-01-016,695
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-012
Total participants2010-01-016,697
Number of participants with account balances2010-01-015,092
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0151
2009: REGAL REXNORD RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-016,025
Total number of active participants reported on line 7a of the Form 55002009-01-013,935
Number of retired or separated participants receiving benefits2009-01-014
Number of other retired or separated participants entitled to future benefits2009-01-01648
Total of all active and inactive participants2009-01-014,587
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0111
Total participants2009-01-014,598
Number of participants with account balances2009-01-014,598
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01318

Financial Data on REGAL REXNORD RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : REGAL REXNORD RETIREMENT SAVINGS PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$24,108,761
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-57,104,777
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$88,271,732
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$87,342,929
Expenses. Certain deemed distributions of participant loans2022-12-31$401,608
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$51,015,424
Value of total assets at end of year2022-12-31$576,808,986
Value of total assets at beginning of year2022-12-31$698,076,734
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$527,195
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$491,654
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$9,664,892
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$9,664,892
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$2,100
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$32,654,157
Participant contributions at end of year2022-12-31$8,545,899
Participant contributions at beginning of year2022-12-31$9,142,405
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$1,743
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,481,787
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$23,439,796
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$1,807
Administrative expenses (other) incurred2022-12-31$443,845
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
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
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-145,376,509
Value of net assets at end of year (total assets less liabilities)2022-12-31$576,808,986
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$698,076,734
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
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$81,250
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$136,635,664
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$582,144,628
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$481,250
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$0
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$405,622,941
Value of interest in common/collective trusts at beginning of year2022-12-31$104,390,207
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$872,466
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$534,574
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$534,574
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$10,404
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-79,977,807
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$-38,300,747
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
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
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$15,879,480
Employer contributions (assets) at end of year2022-12-31$1,692,220
Employer contributions (assets) at beginning of year2022-12-31$1,863,177
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$87,342,929
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
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$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31GRANT THORNTON LLP
Accountancy firm EIN2022-12-31366055558
2021 : REGAL REXNORD RETIREMENT SAVINGS PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$0
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Expenses. Interest paid2021-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$0
Total income from all sources (including contributions)2021-12-31$323,108,520
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$71,630,987
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$70,881,246
Expenses. Certain deemed distributions of participant loans2021-12-31$504,796
Value of total corrective distributions2021-12-31$4,769
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$259,361,459
Value of total assets at end of year2021-12-31$698,076,734
Value of total assets at beginning of year2021-12-31$446,599,201
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$240,176
Total income from rents2021-12-31$0
Total interest from all sources2021-12-31$352,728
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$15,396,749
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$15,396,749
Assets. Real estate other than employer real property at end of year2021-12-31$0
Assets. Real estate other than employer real property at beginning of year2021-12-31$0
Administrative expenses professional fees incurred2021-12-31$900
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
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
Contributions received from participants2021-12-31$20,730,704
Participant contributions at end of year2021-12-31$9,142,405
Participant contributions at beginning of year2021-12-31$5,749,079
Participant contributions at end of year2021-12-31$1,743
Participant contributions at beginning of year2021-12-31$744
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$229,003,435
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$60,368,865
Assets. Loans (other than to participants) at end of year2021-12-31$0
Assets. Loans (other than to participants) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$17,808
Administrative expenses (other) incurred2021-12-31$190,526
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
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
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$251,477,533
Value of net assets at end of year (total assets less liabilities)2021-12-31$698,076,734
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$446,599,201
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
Assets. partnership/joint venture interests at end of year2021-12-31$0
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Investment advisory and management fees2021-12-31$48,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$582,144,628
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$326,318,920
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$352,700
Income. Interest from loans (other than to participants)2021-12-31$0
Interest earned on other investments2021-12-31$0
Income. Interest from US Government securities2021-12-31$0
Income. Interest from corporate debt instruments2021-12-31$0
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$104,390,207
Value of interest in common/collective trusts at beginning of year2021-12-31$51,369,606
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$534,574
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$774,340
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$774,340
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$28
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$36,683,606
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$11,296,170
Net gain/loss from 103.12 investment entities2021-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
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
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Assets. Value of employer real property at end of year2021-12-31$0
Assets. Value of employer real property at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$9,627,320
Employer contributions (assets) at end of year2021-12-31$1,863,177
Employer contributions (assets) at beginning of year2021-12-31$2,017,647
Income. Dividends from preferred stock2021-12-31$0
Income. Dividends from common stock2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$70,881,246
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$0
Contract administrator fees2021-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$0
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$0
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$0
Aggregate carrying amount (costs) on sale of assets2021-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31GRANT THORNTON LLP
Accountancy firm EIN2021-12-31366055558
2020 : REGAL REXNORD RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$61,664,417
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$473
Total income from all sources (including contributions)2020-12-31$84,086,489
Total loss/gain on sale of assets2020-12-31$1,962,098
Total of all expenses incurred2020-12-31$95,360,928
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$95,073,189
Expenses. Certain deemed distributions of participant loans2020-12-31$-150,108
Value of total corrective distributions2020-12-31$11,319
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$27,472,669
Value of total assets at end of year2020-12-31$446,599,201
Value of total assets at beginning of year2020-12-31$396,209,696
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$426,528
Total interest from all sources2020-12-31$390,321
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$5,064,058
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$5,064,058
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
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
Contributions received from participants2020-12-31$17,913,369
Participant contributions at end of year2020-12-31$5,749,079
Participant contributions at beginning of year2020-12-31$6,271,600
Participant contributions at end of year2020-12-31$744
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$828,698
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$60,368,865
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$50,745
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$473
Other income not declared elsewhere2020-12-31$4,540
Administrative expenses (other) incurred2020-12-31$426,528
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-11,274,439
Value of net assets at end of year (total assets less liabilities)2020-12-31$446,599,201
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$396,209,223
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
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$326,318,920
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$282,001,460
Interest on participant loans2020-12-31$390,321
Value of interest in common/collective trusts at end of year2020-12-31$51,369,606
Value of interest in common/collective trusts at beginning of year2020-12-31$92,477,631
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$774,340
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$294,807
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$294,807
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$37,420,183
Net investment gain or loss from common/collective trusts2020-12-31$11,772,620
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
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
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$14,389,928
Contributions received in cash from employer2020-12-31$8,730,602
Employer contributions (assets) at end of year2020-12-31$2,017,647
Employer contributions (assets) at beginning of year2020-12-31$723,525
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$95,073,189
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
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$18,957,234
Aggregate carrying amount (costs) on sale of assets2020-12-31$16,995,136
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31GRANT THORNTON LLP
Accountancy firm EIN2020-12-31366055558
2019 : REGAL REXNORD RETIREMENT SAVINGS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$2,740,512
Total unrealized appreciation/depreciation of assets2019-12-31$2,740,512
Total transfer of assets from this plan2019-12-31$6,281,065
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$473
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$403,827
Total income from all sources (including contributions)2019-12-31$98,196,855
Total loss/gain on sale of assets2019-12-31$541,335
Total of all expenses incurred2019-12-31$95,965,631
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$95,654,930
Expenses. Certain deemed distributions of participant loans2019-12-31$-38,723
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$25,545,284
Value of total assets at end of year2019-12-31$396,209,696
Value of total assets at beginning of year2019-12-31$400,662,891
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$349,424
Total interest from all sources2019-12-31$408,827
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$5,773,114
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$5,773,114
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Contributions received from participants2019-12-31$17,069,807
Participant contributions at end of year2019-12-31$6,271,600
Participant contributions at beginning of year2019-12-31$7,292,404
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,296,113
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$50,745
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$476,464
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$473
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$403,827
Other income not declared elsewhere2019-12-31$6,752
Administrative expenses (other) incurred2019-12-31$349,424
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
Value of net income/loss2019-12-31$2,231,224
Value of net assets at end of year (total assets less liabilities)2019-12-31$396,209,223
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$400,259,064
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 leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$282,001,460
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$277,095,265
Interest on participant loans2019-12-31$408,827
Value of interest in common/collective trusts at end of year2019-12-31$92,477,631
Value of interest in common/collective trusts at beginning of year2019-12-31$100,170,890
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$294,807
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$206,344
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$206,344
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$52,940,184
Net investment gain or loss from common/collective trusts2019-12-31$10,240,847
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
Assets. Invements in employer securities at end of year2019-12-31$14,389,928
Assets. Invements in employer securities at beginning of year2019-12-31$14,267,574
Contributions received in cash from employer2019-12-31$7,179,364
Employer contributions (assets) at end of year2019-12-31$723,525
Employer contributions (assets) at beginning of year2019-12-31$1,153,950
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$95,654,930
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
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$4,662,185
Aggregate carrying amount (costs) on sale of assets2019-12-31$4,120,850
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31GRANT THORNTON LLP
Accountancy firm EIN2019-12-31366055558
2018 : REGAL REXNORD RETIREMENT SAVINGS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-1,119,181
Total unrealized appreciation/depreciation of assets2018-12-31$-1,119,181
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$403,827
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$22
Total income from all sources (including contributions)2018-12-31$11,017,231
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$39,387,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$38,908,422
Expenses. Certain deemed distributions of participant loans2018-12-31$41,192
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$30,563,926
Value of total assets at end of year2018-12-31$400,662,891
Value of total assets at beginning of year2018-12-31$428,629,180
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$437,711
Total interest from all sources2018-12-31$416,045
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$6,466,528
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$6,466,528
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
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
Contributions received from participants2018-12-31$19,465,100
Participant contributions at end of year2018-12-31$7,292,404
Participant contributions at beginning of year2018-12-31$6,957,933
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,432,626
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$476,464
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$53,740
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$403,827
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$22
Other income not declared elsewhere2018-12-31$1,709
Administrative expenses (other) incurred2018-12-31$437,711
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-28,370,094
Value of net assets at end of year (total assets less liabilities)2018-12-31$400,259,064
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$428,629,158
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$277,095,265
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$344,165,349
Interest on participant loans2018-12-31$416,045
Value of interest in common/collective trusts at end of year2018-12-31$100,170,890
Value of interest in common/collective trusts at beginning of year2018-12-31$60,221,755
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$206,344
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$233,855
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$233,855
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-20,972,127
Net investment gain or loss from common/collective trusts2018-12-31$-4,339,669
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
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
Assets. Invements in employer securities at end of year2018-12-31$14,267,574
Assets. Invements in employer securities at beginning of year2018-12-31$15,719,469
Contributions received in cash from employer2018-12-31$8,666,200
Employer contributions (assets) at end of year2018-12-31$1,153,950
Employer contributions (assets) at beginning of year2018-12-31$1,277,079
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$38,908,422
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
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
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
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 name2018-12-31GRANT THORNTON LLP
Accountancy firm EIN2018-12-31366055558
2017 : REGAL REXNORD RETIREMENT SAVINGS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$1,524,551
Total unrealized appreciation/depreciation of assets2017-12-31$1,524,551
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$22
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$4,965
Total income from all sources (including contributions)2017-12-31$86,374,069
Total loss/gain on sale of assets2017-12-31$405,151
Total of all expenses incurred2017-12-31$44,201,797
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$43,852,721
Expenses. Certain deemed distributions of participant loans2017-12-31$25,405
Value of total corrective distributions2017-12-31$2,225
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$28,475,982
Value of total assets at end of year2017-12-31$428,629,180
Value of total assets at beginning of year2017-12-31$386,461,851
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$321,446
Total interest from all sources2017-12-31$376,955
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$5,230,199
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$5,230,199
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
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
Contributions received from participants2017-12-31$18,019,891
Participant contributions at end of year2017-12-31$6,957,933
Participant contributions at beginning of year2017-12-31$6,665,473
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$348,614
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,225,554
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$53,740
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$55,097
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$22
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$4,965
Other income not declared elsewhere2017-12-31$-44
Administrative expenses (other) incurred2017-12-31$321,446
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$42,172,272
Value of net assets at end of year (total assets less liabilities)2017-12-31$428,629,158
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$386,456,886
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$344,165,349
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$295,989,058
Interest on participant loans2017-12-31$376,955
Value of interest in common/collective trusts at end of year2017-12-31$60,221,755
Value of interest in common/collective trusts at beginning of year2017-12-31$65,689,987
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$233,855
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$363,683
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$363,683
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$49,225,101
Net investment gain or loss from common/collective trusts2017-12-31$1,136,174
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
Assets. Invements in employer securities at end of year2017-12-31$15,719,469
Assets. Invements in employer securities at beginning of year2017-12-31$15,856,519
Contributions received in cash from employer2017-12-31$8,230,537
Employer contributions (assets) at end of year2017-12-31$1,277,079
Employer contributions (assets) at beginning of year2017-12-31$1,493,420
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$43,852,721
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
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
Aggregate proceeds on sale of assets2017-12-31$3,649,289
Aggregate carrying amount (costs) on sale of assets2017-12-31$3,244,138
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 name2017-12-31GRANT THORNTON LLP
Accountancy firm EIN2017-12-31366055558
2016 : REGAL REXNORD RETIREMENT SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$2,688,067
Total unrealized appreciation/depreciation of assets2016-12-31$2,688,067
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$4,965
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$53,204,002
Total loss/gain on sale of assets2016-12-31$248,432
Total of all expenses incurred2016-12-31$43,645,895
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$43,309,296
Expenses. Certain deemed distributions of participant loans2016-12-31$-43,183
Value of total corrective distributions2016-12-31$755
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$25,509,247
Value of total assets at end of year2016-12-31$386,461,851
Value of total assets at beginning of year2016-12-31$376,898,779
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$379,027
Total interest from all sources2016-12-31$345,599
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$4,967,231
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$4,967,231
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$16,925,140
Participant contributions at end of year2016-12-31$6,665,473
Participant contributions at beginning of year2016-12-31$6,827,611
Participant contributions at end of year2016-12-31$348,614
Participant contributions at beginning of year2016-12-31$373
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$773,005
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$55,097
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$88,379
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$4,965
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$-1,209
Administrative expenses (other) incurred2016-12-31$379,027
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$9,558,107
Value of net assets at end of year (total assets less liabilities)2016-12-31$386,456,886
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$376,898,779
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$295,989,058
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$286,946,997
Interest on participant loans2016-12-31$345,599
Value of interest in common/collective trusts at end of year2016-12-31$65,689,987
Value of interest in common/collective trusts at beginning of year2016-12-31$66,437,260
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$363,683
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$213,971
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$213,971
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$18,295,107
Net investment gain or loss from common/collective trusts2016-12-31$1,151,528
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$15,856,519
Assets. Invements in employer securities at beginning of year2016-12-31$14,904,927
Contributions received in cash from employer2016-12-31$7,811,102
Employer contributions (assets) at end of year2016-12-31$1,493,420
Employer contributions (assets) at beginning of year2016-12-31$1,479,261
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$43,309,296
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$3,781,097
Aggregate carrying amount (costs) on sale of assets2016-12-31$3,532,665
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31GRANT THORNTON LLP
Accountancy firm EIN2016-12-31366055558
2015 : REGAL REXNORD RETIREMENT SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-3,790,315
Total unrealized appreciation/depreciation of assets2015-12-31$-3,790,315
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$30,680
Total income from all sources (including contributions)2015-12-31$21,341,006
Total loss/gain on sale of assets2015-12-31$-213,819
Total of all expenses incurred2015-12-31$45,816,617
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$45,391,741
Expenses. Certain deemed distributions of participant loans2015-12-31$2,558
Value of total corrective distributions2015-12-31$19,014
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$27,011,848
Value of total assets at end of year2015-12-31$376,898,779
Value of total assets at beginning of year2015-12-31$401,405,070
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$403,304
Total interest from all sources2015-12-31$356,252
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$4,983,381
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$4,983,381
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$17,691,776
Participant contributions at end of year2015-12-31$6,827,611
Participant contributions at beginning of year2015-12-31$6,974,620
Participant contributions at end of year2015-12-31$373
Participant contributions at beginning of year2015-12-31$337,447
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$917,251
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$88,379
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$4,189,184
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$30,680
Other income not declared elsewhere2015-12-31$1,342
Administrative expenses (other) incurred2015-12-31$403,304
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-24,475,611
Value of net assets at end of year (total assets less liabilities)2015-12-31$376,898,779
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$401,374,390
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$286,946,997
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$298,141,350
Interest on participant loans2015-12-31$356,252
Value of interest in common/collective trusts at end of year2015-12-31$66,437,260
Value of interest in common/collective trusts at beginning of year2015-12-31$68,642,631
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$213,971
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$244,152
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$244,152
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-7,102,479
Net investment gain or loss from common/collective trusts2015-12-31$94,796
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$14,904,927
Assets. Invements in employer securities at beginning of year2015-12-31$20,707,373
Contributions received in cash from employer2015-12-31$8,402,821
Employer contributions (assets) at end of year2015-12-31$1,479,261
Employer contributions (assets) at beginning of year2015-12-31$2,168,313
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$45,391,741
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$4,134,464
Aggregate carrying amount (costs) on sale of assets2015-12-31$4,348,283
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31GRANT THORNTON LLP
Accountancy firm EIN2015-12-31366055558
2014 : REGAL REXNORD RETIREMENT SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$688,665
Total unrealized appreciation/depreciation of assets2014-12-31$688,665
Total transfer of assets to this plan2014-12-31$4,128,556
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$30,680
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$53,794,939
Total loss/gain on sale of assets2014-12-31$11,583
Total of all expenses incurred2014-12-31$41,408,136
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$41,010,168
Value of total corrective distributions2014-12-31$645
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$29,870,641
Value of total assets at end of year2014-12-31$401,405,070
Value of total assets at beginning of year2014-12-31$384,859,031
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$397,323
Total interest from all sources2014-12-31$339,648
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$13,052,977
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$13,052,977
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$16,728,921
Participant contributions at end of year2014-12-31$6,974,620
Participant contributions at beginning of year2014-12-31$6,735,905
Participant contributions at end of year2014-12-31$337,447
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$4,464,882
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$4,189,184
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$2,020,589
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$30,680
Other income not declared elsewhere2014-12-31$456
Administrative expenses (other) incurred2014-12-31$397,323
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$12,386,803
Value of net assets at end of year (total assets less liabilities)2014-12-31$401,374,390
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$384,859,031
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$298,141,350
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$280,095,915
Interest on participant loans2014-12-31$339,648
Value of interest in common/collective trusts at end of year2014-12-31$68,642,631
Value of interest in common/collective trusts at beginning of year2014-12-31$71,550,954
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$244,152
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$471,572
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$471,572
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$8,491,591
Net investment gain or loss from common/collective trusts2014-12-31$1,339,378
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$20,707,373
Assets. Invements in employer securities at beginning of year2014-12-31$22,100,224
Contributions received in cash from employer2014-12-31$8,676,838
Employer contributions (assets) at end of year2014-12-31$2,168,313
Employer contributions (assets) at beginning of year2014-12-31$1,883,872
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$41,010,168
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$4,897,854
Aggregate carrying amount (costs) on sale of assets2014-12-31$4,886,271
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31GRANT THORNTON LLP
Accountancy firm EIN2014-12-31366055558
2013 : REGAL REXNORD RETIREMENT SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$1,290,082
Total unrealized appreciation/depreciation of assets2013-12-31$1,290,082
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$78,859,866
Total loss/gain on sale of assets2013-12-31$109,541
Total of all expenses incurred2013-12-31$37,435,926
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$36,934,623
Expenses. Certain deemed distributions of participant loans2013-12-31$90,798
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$27,096,137
Value of total assets at end of year2013-12-31$384,859,031
Value of total assets at beginning of year2013-12-31$343,435,091
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$410,505
Total interest from all sources2013-12-31$346,263
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$12,488,211
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$12,488,211
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$16,020,241
Participant contributions at end of year2013-12-31$6,735,905
Participant contributions at beginning of year2013-12-31$6,214,990
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$435,662
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$960,238
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$2,020,589
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$19,338,796
Other income not declared elsewhere2013-12-31$15,821
Administrative expenses (other) incurred2013-12-31$410,505
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$41,423,940
Value of net assets at end of year (total assets less liabilities)2013-12-31$384,859,031
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$343,435,091
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$280,095,915
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$221,096,190
Interest on participant loans2013-12-31$346,263
Value of interest in common/collective trusts at end of year2013-12-31$71,550,954
Value of interest in common/collective trusts at beginning of year2013-12-31$69,286,744
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$471,572
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$373,867
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$373,867
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$37,704,319
Net investment gain or loss from common/collective trusts2013-12-31$-190,508
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$22,100,224
Assets. Invements in employer securities at beginning of year2013-12-31$24,141,401
Contributions received in cash from employer2013-12-31$10,115,658
Employer contributions (assets) at end of year2013-12-31$1,883,872
Employer contributions (assets) at beginning of year2013-12-31$2,547,441
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$36,934,623
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$7,117,877
Aggregate carrying amount (costs) on sale of assets2013-12-31$7,008,336
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31GRANT THORNTON LLP
Accountancy firm EIN2013-12-31366055558
2012 : REGAL REXNORD RETIREMENT SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$6,325,814
Total unrealized appreciation/depreciation of assets2012-12-31$6,325,814
Total transfer of assets to this plan2012-12-31$19,280,549
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$63,305,026
Total loss/gain on sale of assets2012-12-31$1,737,258
Total of all expenses incurred2012-12-31$25,578,435
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$25,242,705
Expenses. Certain deemed distributions of participant loans2012-12-31$13,595
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$25,455,783
Value of total assets at end of year2012-12-31$343,435,091
Value of total assets at beginning of year2012-12-31$286,427,951
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$322,135
Total interest from all sources2012-12-31$287,061
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$6,998,748
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$6,998,748
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$15,613,149
Participant contributions at end of year2012-12-31$6,214,990
Participant contributions at beginning of year2012-12-31$5,964,910
Participant contributions at end of year2012-12-31$435,662
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$858,534
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$19,338,796
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$109,309
Other income not declared elsewhere2012-12-31$14,028
Administrative expenses (other) incurred2012-12-31$322,135
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$37,726,591
Value of net assets at end of year (total assets less liabilities)2012-12-31$343,435,091
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$286,427,951
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$221,096,190
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$172,105,256
Interest on participant loans2012-12-31$287,061
Value of interest in common/collective trusts at end of year2012-12-31$69,286,744
Value of interest in common/collective trusts at beginning of year2012-12-31$83,863,602
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$373,867
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$572,622
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$572,622
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$21,007,428
Net investment gain or loss from common/collective trusts2012-12-31$1,478,906
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$24,141,401
Assets. Invements in employer securities at beginning of year2012-12-31$20,640,862
Contributions received in cash from employer2012-12-31$8,984,100
Employer contributions (assets) at end of year2012-12-31$2,547,441
Employer contributions (assets) at beginning of year2012-12-31$3,171,390
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$25,242,705
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$7,956,671
Aggregate carrying amount (costs) on sale of assets2012-12-31$6,219,413
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31GRANT THORNTON LLP
Accountancy firm EIN2012-12-31366055558
2011 : REGAL REXNORD RETIREMENT SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-6,089,789
Total unrealized appreciation/depreciation of assets2011-12-31$-6,089,789
Total transfer of assets to this plan2011-12-31$100,641,457
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$14,808,195
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$17,929,653
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$17,817,944
Expenses. Certain deemed distributions of participant loans2011-12-31$50,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$21,889,086
Value of total assets at end of year2011-12-31$286,427,951
Value of total assets at beginning of year2011-12-31$188,907,952
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$61,709
Total interest from all sources2011-12-31$224,611
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$2,979,271
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$2,979,271
Administrative expenses professional fees incurred2011-12-31$61,709
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$13,011,666
Participant contributions at end of year2011-12-31$5,964,910
Participant contributions at beginning of year2011-12-31$4,164,069
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$299,297
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$344,722
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$109,309
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$6,108
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-3,121,458
Value of net assets at end of year (total assets less liabilities)2011-12-31$286,427,951
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$188,907,952
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$172,105,256
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$101,808,768
Interest on participant loans2011-12-31$224,611
Value of interest in common/collective trusts at end of year2011-12-31$83,863,602
Value of interest in common/collective trusts at beginning of year2011-12-31$54,215,496
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$572,622
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$212,536
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$212,536
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-6,542,690
Net investment gain or loss from common/collective trusts2011-12-31$2,347,706
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$20,640,862
Assets. Invements in employer securities at beginning of year2011-12-31$27,786,380
Contributions received in cash from employer2011-12-31$8,532,698
Employer contributions (assets) at end of year2011-12-31$3,171,390
Employer contributions (assets) at beginning of year2011-12-31$415,298
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$17,817,944
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2011-12-31133891517
2010 : REGAL REXNORD RETIREMENT SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$4,952,153
Total unrealized appreciation/depreciation of assets2010-12-31$4,952,153
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$380,603
Total income from all sources (including contributions)2010-12-31$39,176,592
Total loss/gain on sale of assets2010-12-31$1,432,994
Total of all expenses incurred2010-12-31$19,376,407
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$19,295,235
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$15,856,095
Value of total assets at end of year2010-12-31$188,907,952
Value of total assets at beginning of year2010-12-31$169,488,370
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$81,172
Total interest from all sources2010-12-31$180,547
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,934,226
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,727,303
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$10,496,445
Participant contributions at end of year2010-12-31$4,164,069
Participant contributions at beginning of year2010-12-31$3,676,046
Participant contributions at end of year2010-12-31$299,297
Participant contributions at beginning of year2010-12-31$226,444
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$297,521
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$6,108
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$202,886
Other income not declared elsewhere2010-12-31$20,656
Administrative expenses (other) incurred2010-12-31$81,172
Liabilities. Value of operating payables at end of year2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$380,603
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$18,031
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$19,800,185
Value of net assets at end of year (total assets less liabilities)2010-12-31$188,907,952
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$169,107,767
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$101,808,768
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$101,550,884
Value of interest in pooled separate accounts at end of year2010-12-31$0
Value of interest in pooled separate accounts at beginning of year2010-12-31$155,268
Interest on participant loans2010-12-31$179,795
Value of interest in common/collective trusts at end of year2010-12-31$54,215,496
Value of interest in common/collective trusts at beginning of year2010-12-31$41,521,474
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$212,536
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$507,289
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$507,289
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$752
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$12,407,510
Net investment gain/loss from pooled separate accounts2010-12-31$7,570
Net investment gain or loss from common/collective trusts2010-12-31$2,384,841
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$27,786,380
Assets. Invements in employer securities at beginning of year2010-12-31$21,535,051
Contributions received in cash from employer2010-12-31$5,062,129
Employer contributions (assets) at end of year2010-12-31$415,298
Employer contributions (assets) at beginning of year2010-12-31$94,997
Income. Dividends from common stock2010-12-31$206,923
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$19,295,235
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$2,848,852
Aggregate carrying amount (costs) on sale of assets2010-12-31$1,415,858
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2010-12-31133891517
2009 : REGAL REXNORD RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for REGAL REXNORD RETIREMENT SAVINGS PLAN

2022: REGAL REXNORD RETIREMENT SAVINGS PLAN 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: REGAL REXNORD RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: REGAL REXNORD RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: REGAL REXNORD RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: REGAL REXNORD RETIREMENT SAVINGS PLAN 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: REGAL REXNORD RETIREMENT SAVINGS PLAN 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: REGAL REXNORD RETIREMENT SAVINGS PLAN 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: REGAL REXNORD RETIREMENT SAVINGS PLAN 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: REGAL REXNORD RETIREMENT SAVINGS PLAN 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
2013: REGAL REXNORD RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: REGAL REXNORD RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: REGAL REXNORD RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: REGAL REXNORD RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: REGAL REXNORD RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number4-47452
Policy instance 1
Insurance contract or identification number4-47452
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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

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