REGAL REXNORD CORPORATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan REGAL BELOIT AMERICA, INC. MASTER TRUST
| Measure | Date | Value |
|---|
| 2023 : REGAL BELOIT AMERICA, INC. MASTER TRUST 2023 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-12-31 | $-982,432 |
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $-982,432 |
| Total transfer of assets from this plan | 2023-12-31 | $13,847,677 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $16,704,961 |
| Total loss/gain on sale of assets | 2023-12-31 | $7,367 |
| Total of all expenses incurred | 2023-12-31 | $89 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $0 |
| Value of total assets at end of year | 2023-12-31 | $164,897,819 |
| Value of total assets at beginning of year | 2023-12-31 | $162,040,624 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $89 |
| Total interest from all sources | 2023-12-31 | $19,434 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-12-31 | $5,700,000 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-12-31 | $1,784 |
| Other income not declared elsewhere | 2023-12-31 | $711,285 |
| Value of net income/loss | 2023-12-31 | $16,704,872 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $164,897,819 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $162,040,624 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2023-12-31 | $9,265,089 |
| Assets. partnership/joint venture interests at beginning of year | 2023-12-31 | $8,103,918 |
| Investment advisory and management fees | 2023-12-31 | $89 |
| Value of interest in common/collective trusts at end of year | 2023-12-31 | $148,847,588 |
| Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $152,819,779 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-12-31 | $1,085,142 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-12-31 | $1,115,143 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-12-31 | $1,115,143 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-12-31 | $19,434 |
| Net investment gain or loss from common/collective trusts | 2023-12-31 | $16,949,307 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | Yes |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Aggregate proceeds on sale of assets | 2023-12-31 | $212,708 |
| Aggregate carrying amount (costs) on sale of assets | 2023-12-31 | $205,341 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-01-01 | $-982,432 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $-982,432 |
| Total transfer of assets from this plan | 2023-01-01 | $13,847,677 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $16,704,961 |
| Total loss/gain on sale of assets | 2023-01-01 | $7,367 |
| Total of all expenses incurred | 2023-01-01 | $89 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $0 |
| Value of total assets at end of year | 2023-01-01 | $164,897,819 |
| Value of total assets at beginning of year | 2023-01-01 | $162,040,624 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $89 |
| Total interest from all sources | 2023-01-01 | $19,434 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-01-01 | $5,700,000 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-01-01 | $1,784 |
| Other income not declared elsewhere | 2023-01-01 | $711,285 |
| Value of net income/loss | 2023-01-01 | $16,704,872 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $164,897,819 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $162,040,624 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Assets. partnership/joint venture interests at end of year | 2023-01-01 | $9,265,089 |
| Assets. partnership/joint venture interests at beginning of year | 2023-01-01 | $8,103,918 |
| Investment advisory and management fees | 2023-01-01 | $89 |
| Value of interest in common/collective trusts at end of year | 2023-01-01 | $148,847,588 |
| Value of interest in common/collective trusts at beginning of year | 2023-01-01 | $152,819,779 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-01-01 | $1,085,142 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-01-01 | $19,434 |
| Net investment gain or loss from common/collective trusts | 2023-01-01 | $16,949,307 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | Yes |
| Did the plan have assets held for investment | 2023-01-01 | Yes |
| Aggregate proceeds on sale of assets | 2023-01-01 | $212,708 |
| Aggregate carrying amount (costs) on sale of assets | 2023-01-01 | $205,341 |
| 2022 : REGAL BELOIT AMERICA, INC. MASTER TRUST 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $603,918 |
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $603,918 |
| Total transfer of assets from this plan | 2022-12-31 | $13,059,131 |
| 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 |
| Total income from all sources (including contributions) | 2022-12-31 | $-52,555,817 |
| Total loss/gain on sale of assets | 2022-12-31 | $5,160 |
| Total of all expenses incurred | 2022-12-31 | $0 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $0 |
| Value of total assets at end of year | 2022-12-31 | $162,040,624 |
| Value of total assets at beginning of year | 2022-12-31 | $227,655,572 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $0 |
| Total interest from all sources | 2022-12-31 | $6,598 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Assets. Real estate other than employer real property at beginning of year | 2022-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $1,784 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $20 |
| Other income not declared elsewhere | 2022-12-31 | $-371,212 |
| Value of net income/loss | 2022-12-31 | $-52,555,817 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $162,040,624 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $227,655,572 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2022-12-31 | $8,103,918 |
| Value of interest in common/collective trusts at end of year | 2022-12-31 | $152,819,779 |
| Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $225,224,357 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $1,115,143 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $2,431,195 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $2,431,195 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $6,598 |
| Net investment gain or loss from common/collective trusts | 2022-12-31 | $-52,800,281 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Aggregate proceeds on sale of assets | 2022-12-31 | $5,160 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-01-01 | $603,918 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $603,918 |
| Total transfer of assets from this plan | 2022-01-01 | $13,059,131 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $-52,555,817 |
| Total loss/gain on sale of assets | 2022-01-01 | $5,160 |
| Total of all expenses incurred | 2022-01-01 | $0 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $0 |
| Value of total assets at end of year | 2022-01-01 | $162,040,624 |
| Value of total assets at beginning of year | 2022-01-01 | $227,655,572 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $0 |
| Total interest from all sources | 2022-01-01 | $6,598 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Assets. Real estate other than employer real property at beginning of year | 2022-01-01 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-01-01 | $1,784 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-01-01 | $20 |
| Other income not declared elsewhere | 2022-01-01 | $-371,212 |
| Value of net income/loss | 2022-01-01 | $-52,555,817 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $162,040,624 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $227,655,572 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Assets. partnership/joint venture interests at end of year | 2022-01-01 | $8,103,918 |
| Value of interest in common/collective trusts at end of year | 2022-01-01 | $152,819,779 |
| Value of interest in common/collective trusts at beginning of year | 2022-01-01 | $225,224,357 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-01-01 | $1,115,143 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-01-01 | $6,598 |
| Net investment gain or loss from common/collective trusts | 2022-01-01 | $-52,800,281 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | Yes |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Aggregate proceeds on sale of assets | 2022-01-01 | $5,160 |
| 2021 : REGAL BELOIT AMERICA, INC. MASTER TRUST 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total transfer of assets from this plan | 2021-12-31 | $13,119,962 |
| 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 |
| Total income from all sources (including contributions) | 2021-12-31 | $27,576,869 |
| Total loss/gain on sale of assets | 2021-12-31 | $1,288 |
| Total of all expenses incurred | 2021-12-31 | $0 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $0 |
| Value of total assets at end of year | 2021-12-31 | $227,655,572 |
| Value of total assets at beginning of year | 2021-12-31 | $213,198,665 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $0 |
| Total interest from all sources | 2021-12-31 | $27,292 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Assets. Real estate other than employer real property at end of year | 2021-12-31 | $0 |
| Assets. Real estate other than employer real property at beginning of year | 2021-12-31 | $10,047,067 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $20 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $48 |
| Value of net income/loss | 2021-12-31 | $27,576,869 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $227,655,572 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $213,198,665 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in common/collective trusts at end of year | 2021-12-31 | $225,224,357 |
| Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $202,079,590 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $2,431,195 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $1,071,960 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $1,071,960 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $27,292 |
| Net investment gain or loss from common/collective trusts | 2021-12-31 | $27,548,289 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Aggregate proceeds on sale of assets | 2021-12-31 | $1,288 |
| 2020 : REGAL BELOIT AMERICA, INC. MASTER TRUST 2020 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $1,411 |
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $1,411 |
| Total transfer of assets to this plan | 2020-12-31 | $45,673,937 |
| Total transfer of assets from this plan | 2020-12-31 | $59,652,232 |
| 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 | $0 |
| Total income from all sources (including contributions) | 2020-12-31 | $36,247,476 |
| Total loss/gain on sale of assets | 2020-12-31 | $-3,889,197 |
| Total of all expenses incurred | 2020-12-31 | $0 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $0 |
| Value of total assets at end of year | 2020-12-31 | $213,198,665 |
| Value of total assets at beginning of year | 2020-12-31 | $190,929,484 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $0 |
| Total interest from all sources | 2020-12-31 | $8,830 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $498,691 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $182,682 |
| Assets. Real estate other than employer real property at end of year | 2020-12-31 | $10,047,067 |
| Assets. Real estate other than employer real property at beginning of year | 2020-12-31 | $9,908,493 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $48 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $31,587 |
| Other income not declared elsewhere | 2020-12-31 | $859,602 |
| Value of net income/loss | 2020-12-31 | $36,247,476 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $213,198,665 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $190,929,484 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2020-12-31 | $0 |
| Assets. partnership/joint venture interests at beginning of year | 2020-12-31 | $8,335,384 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $53,536,801 |
| Value of interest in common/collective trusts at end of year | 2020-12-31 | $202,079,590 |
| Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $68,702,066 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $1,071,960 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $4,808,357 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $4,808,357 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $8,830 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $4,957,892 |
| Net investment gain or loss from common/collective trusts | 2020-12-31 | $33,810,247 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
| Income. Dividends from common stock | 2020-12-31 | $316,009 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2020-12-31 | $0 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2020-12-31 | $45,606,796 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Aggregate proceeds on sale of assets | 2020-12-31 | $54,649,504 |
| Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $58,538,701 |
| 2019 : REGAL BELOIT AMERICA, INC. MASTER TRUST 2019 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $7,327,724 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $7,327,724 |
| Total transfer of assets to this plan | 2019-12-31 | $7,443,525 |
| Total transfer of assets from this plan | 2019-12-31 | $14,160,621 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total income from all sources (including contributions) | 2019-12-31 | $34,448,131 |
| Total loss/gain on sale of assets | 2019-12-31 | $933,257 |
| Total of all expenses incurred | 2019-12-31 | $0 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $0 |
| Value of total assets at end of year | 2019-12-31 | $190,929,484 |
| Value of total assets at beginning of year | 2019-12-31 | $163,198,449 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $0 |
| Total interest from all sources | 2019-12-31 | $42,273 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $1,377,005 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $651,164 |
| Assets. Real estate other than employer real property at end of year | 2019-12-31 | $9,908,493 |
| Assets. Real estate other than employer real property at beginning of year | 2019-12-31 | $10,309,024 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $31,587 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $17,837 |
| Value of net income/loss | 2019-12-31 | $34,448,131 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $190,929,484 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $163,198,449 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2019-12-31 | $8,335,384 |
| Assets. partnership/joint venture interests at beginning of year | 2019-12-31 | $7,427,948 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $53,536,801 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $47,177,209 |
| Value of interest in common/collective trusts at end of year | 2019-12-31 | $68,702,066 |
| Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $58,376,591 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $4,808,357 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $3,802,408 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $3,802,408 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $42,273 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $9,958,427 |
| Net investment gain or loss from common/collective trusts | 2019-12-31 | $14,809,445 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
| Income. Dividends from common stock | 2019-12-31 | $725,841 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2019-12-31 | $45,606,796 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-12-31 | $36,087,432 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Aggregate proceeds on sale of assets | 2019-12-31 | $9,473,856 |
| Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $8,540,599 |
| 2018 : REGAL BELOIT AMERICA, INC. MASTER TRUST 2018 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-6,373,317 |
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-6,373,317 |
| Total transfer of assets to this plan | 2018-12-31 | $7,025,782 |
| Total transfer of assets from this plan | 2018-12-31 | $11,166,101 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total income from all sources (including contributions) | 2018-12-31 | $-6,260,371 |
| Total loss/gain on sale of assets | 2018-12-31 | $1,857,125 |
| Total of all expenses incurred | 2018-12-31 | $0 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $0 |
| Value of total assets at end of year | 2018-12-31 | $163,198,449 |
| Value of total assets at beginning of year | 2018-12-31 | $173,599,139 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $0 |
| Total interest from all sources | 2018-12-31 | $46,857 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $1,582,916 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $926,956 |
| Assets. Real estate other than employer real property at end of year | 2018-12-31 | $10,309,024 |
| Assets. Real estate other than employer real property at beginning of year | 2018-12-31 | $9,568,658 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $17,837 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $2,506,651 |
| Other income not declared elsewhere | 2018-12-31 | $19,759 |
| Value of net income/loss | 2018-12-31 | $-6,260,371 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $163,198,449 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $173,599,139 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2018-12-31 | $7,427,948 |
| Assets. partnership/joint venture interests at beginning of year | 2018-12-31 | $8,634,587 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $47,177,209 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $61,015,239 |
| Value of interest in common/collective trusts at end of year | 2018-12-31 | $58,376,591 |
| Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $48,395,801 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $3,802,408 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $1,721,424 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $1,721,424 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $46,857 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-2,859,999 |
| Net investment gain or loss from common/collective trusts | 2018-12-31 | $-533,712 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
| Income. Dividends from common stock | 2018-12-31 | $655,960 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2018-12-31 | $36,087,432 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2018-12-31 | $41,756,779 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Aggregate proceeds on sale of assets | 2018-12-31 | $11,323,470 |
| Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $9,466,345 |
| 2017 : REGAL BELOIT AMERICA, INC. MASTER TRUST 2017 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $9,116,453 |
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $9,116,453 |
| Total transfer of assets to this plan | 2017-12-31 | $6,366,294 |
| Total transfer of assets from this plan | 2017-12-31 | $13,196,652 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total income from all sources (including contributions) | 2017-12-31 | $30,169,654 |
| Total loss/gain on sale of assets | 2017-12-31 | $2,186,335 |
| Total of all expenses incurred | 2017-12-31 | $0 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $0 |
| Value of total assets at end of year | 2017-12-31 | $173,599,139 |
| Value of total assets at beginning of year | 2017-12-31 | $150,259,843 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $0 |
| Total interest from all sources | 2017-12-31 | $24,398 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $1,481,352 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $947,219 |
| Assets. Real estate other than employer real property at end of year | 2017-12-31 | $9,568,658 |
| Assets. Real estate other than employer real property at beginning of year | 2017-12-31 | $8,944,757 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $0 |
| Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $27,133 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $2,506,651 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $2,065,181 |
| Other income not declared elsewhere | 2017-12-31 | $39,763 |
| Value of net income/loss | 2017-12-31 | $30,169,654 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $173,599,139 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $150,259,843 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2017-12-31 | $8,634,587 |
| Assets. partnership/joint venture interests at beginning of year | 2017-12-31 | $6,404,770 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $61,015,239 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $52,972,336 |
| Value of interest in pooled separate accounts at end of year | 2017-12-31 | $0 |
| Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $1,101,466 |
| Value of interest in common/collective trusts at end of year | 2017-12-31 | $48,395,801 |
| Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $41,989,705 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $1,721,424 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $1,337,967 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $1,337,967 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $24,398 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $9,554,719 |
| Net investment gain or loss from common/collective trusts | 2017-12-31 | $7,766,634 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
| Income. Dividends from common stock | 2017-12-31 | $534,133 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2017-12-31 | $41,756,779 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-12-31 | $35,416,528 |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Aggregate proceeds on sale of assets | 2017-12-31 | $10,747,166 |
| Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $8,560,831 |
| 2016 : REGAL BELOIT AMERICA, INC. MASTER TRUST 2016 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $2,726,037 |
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $2,726,037 |
| Total transfer of assets to this plan | 2016-12-31 | $36,121,677 |
| Total transfer of assets from this plan | 2016-12-31 | $48,198,985 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| 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 | $9,004,496 |
| Total loss/gain on sale of assets | 2016-12-31 | $343,081 |
| Total of all expenses incurred | 2016-12-31 | $0 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $0 |
| Value of total assets at end of year | 2016-12-31 | $150,259,843 |
| Value of total assets at beginning of year | 2016-12-31 | $153,332,655 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $0 |
| Total interest from all sources | 2016-12-31 | $9,535 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $1,304,424 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $810,440 |
| Assets. Real estate other than employer real property at end of year | 2016-12-31 | $8,944,757 |
| Assets. Real estate other than employer real property at beginning of year | 2016-12-31 | $7,101,959 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $27,133 |
| Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $2,065,181 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $1,615,161 |
| Value of net income/loss | 2016-12-31 | $9,004,496 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $150,259,843 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $153,332,655 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2016-12-31 | $6,404,770 |
| Assets. partnership/joint venture interests at beginning of year | 2016-12-31 | $6,356,480 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $52,972,336 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $57,804,746 |
| Value of interest in pooled separate accounts at end of year | 2016-12-31 | $1,101,466 |
| Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $1,037,421 |
| Value of interest in common/collective trusts at end of year | 2016-12-31 | $41,989,705 |
| Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $42,098,586 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $1,337,967 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $2,824,314 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $2,824,314 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $9,535 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $60,420 |
| Net investment gain or loss from common/collective trusts | 2016-12-31 | $4,560,999 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
| Income. Dividends from common stock | 2016-12-31 | $493,984 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2016-12-31 | $35,416,528 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-12-31 | $34,493,988 |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Aggregate proceeds on sale of assets | 2016-12-31 | $32,841,395 |
| Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $32,498,314 |
| 2015 : REGAL BELOIT AMERICA, INC. MASTER TRUST 2015 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-1,246,182 |
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-1,246,182 |
| Total transfer of assets to this plan | 2015-12-31 | $44,849,659 |
| Total transfer of assets from this plan | 2015-12-31 | $9,836,931 |
| 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 | $0 |
| Total income from all sources (including contributions) | 2015-12-31 | $1,380,589 |
| Total loss/gain on sale of assets | 2015-12-31 | $-392,853 |
| Total of all expenses incurred | 2015-12-31 | $0 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $0 |
| Value of total assets at end of year | 2015-12-31 | $153,332,655 |
| Value of total assets at beginning of year | 2015-12-31 | $116,939,338 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $0 |
| Total interest from all sources | 2015-12-31 | $2,930 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $1,064,492 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $687,807 |
| Assets. Real estate other than employer real property at end of year | 2015-12-31 | $7,101,959 |
| Assets. Real estate other than employer real property at beginning of year | 2015-12-31 | $6,171,789 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $1,615,161 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $1,000,715 |
| Value of net income/loss | 2015-12-31 | $1,380,589 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $153,332,655 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $116,939,338 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2015-12-31 | $6,356,480 |
| Assets. partnership/joint venture interests at beginning of year | 2015-12-31 | $5,300,049 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $57,804,746 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $42,723,545 |
| Value of interest in pooled separate accounts at end of year | 2015-12-31 | $1,037,421 |
| Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $0 |
| Value of interest in common/collective trusts at end of year | 2015-12-31 | $42,098,586 |
| Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $31,804,463 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $2,824,314 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $1,117,283 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $1,117,283 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $2,930 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $337,442 |
| Net investment gain or loss from common/collective trusts | 2015-12-31 | $1,614,760 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
| Income. Dividends from common stock | 2015-12-31 | $376,685 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2015-12-31 | $34,493,988 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-12-31 | $28,821,494 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Aggregate proceeds on sale of assets | 2015-12-31 | $14,086,553 |
| Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $14,479,406 |
| 2014 : REGAL BELOIT AMERICA, INC. MASTER TRUST 2014 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2014-12-31 | $431,454 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $-158,635 |
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $272,819 |
| Total transfer of assets to this plan | 2014-12-31 | $3,230,639 |
| Total transfer of assets from this plan | 2014-12-31 | $14,220,545 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| 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 | $7,483,596 |
| Total loss/gain on sale of assets | 2014-12-31 | $941,391 |
| Total of all expenses incurred | 2014-12-31 | $0 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $0 |
| Value of total assets at end of year | 2014-12-31 | $116,939,338 |
| Value of total assets at beginning of year | 2014-12-31 | $120,445,648 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $0 |
| Total interest from all sources | 2014-12-31 | $1,733 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $956,548 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $553,902 |
| Assets. Real estate other than employer real property at end of year | 2014-12-31 | $6,171,789 |
| Assets. Real estate other than employer real property at beginning of year | 2014-12-31 | $5,504,652 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $1,000,715 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $997,762 |
| Other income not declared elsewhere | 2014-12-31 | $2,635 |
| Value of net income/loss | 2014-12-31 | $7,483,596 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $116,939,338 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $120,445,648 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2014-12-31 | $5,300,049 |
| Assets. partnership/joint venture interests at beginning of year | 2014-12-31 | $4,522,944 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $42,723,545 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $41,336,482 |
| Value of interest in common/collective trusts at end of year | 2014-12-31 | $31,804,463 |
| Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $36,344,537 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $1,117,283 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $1,872,388 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $1,872,388 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $1,733 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $501,524 |
| Net investment gain or loss from common/collective trusts | 2014-12-31 | $4,806,946 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Income. Dividends from common stock | 2014-12-31 | $402,646 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2014-12-31 | $28,821,494 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-12-31 | $29,866,883 |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Aggregate proceeds on sale of assets | 2014-12-31 | $9,758,296 |
| Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $8,816,905 |
| 2013 : REGAL BELOIT AMERICA, INC. MASTER TRUST 2013 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2013-12-31 | $352,963 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $6,731,137 |
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $7,084,100 |
| Total transfer of assets to this plan | 2013-12-31 | $2,734,940 |
| Total transfer of assets from this plan | 2013-12-31 | $5,837,026 |
| 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 | $22,495,078 |
| Total loss/gain on sale of assets | 2013-12-31 | $665,399 |
| Total of all expenses incurred | 2013-12-31 | $0 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $0 |
| Value of total assets at end of year | 2013-12-31 | $120,445,648 |
| Value of total assets at beginning of year | 2013-12-31 | $101,052,656 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $0 |
| Total interest from all sources | 2013-12-31 | $2,704 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $775,785 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $448,143 |
| Assets. Real estate other than employer real property at end of year | 2013-12-31 | $5,504,652 |
| Assets. Real estate other than employer real property at beginning of year | 2013-12-31 | $4,935,170 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $997,762 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $894,258 |
| Other income not declared elsewhere | 2013-12-31 | $3,989 |
| Value of net income/loss | 2013-12-31 | $22,495,078 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $120,445,648 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $101,052,656 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2013-12-31 | $4,522,944 |
| Assets. partnership/joint venture interests at beginning of year | 2013-12-31 | $4,245,390 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $41,336,482 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $26,197,432 |
| Value of interest in common/collective trusts at end of year | 2013-12-31 | $36,344,537 |
| Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $40,028,121 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $1,872,388 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $1,613,785 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $1,613,785 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $2,704 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $6,596,168 |
| Net investment gain or loss from common/collective trusts | 2013-12-31 | $7,366,933 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
| Income. Dividends from common stock | 2013-12-31 | $327,642 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2013-12-31 | $29,866,883 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-12-31 | $23,138,500 |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Aggregate proceeds on sale of assets | 2013-12-31 | $7,785,324 |
| Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $7,119,925 |
| 2012 : REGAL BELOIT AMERICA, INC. MASTER TRUST 2012 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $2,373,417 |
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $2,373,417 |
| Total transfer of assets to this plan | 2012-12-31 | $11,757,217 |
| Total transfer of assets from this plan | 2012-12-31 | $8,047,869 |
| 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 | $10,740,783 |
| Total loss/gain on sale of assets | 2012-12-31 | $541,228 |
| Total of all expenses incurred | 2012-12-31 | $0 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $0 |
| Value of total assets at end of year | 2012-12-31 | $101,052,656 |
| Value of total assets at beginning of year | 2012-12-31 | $86,602,525 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $0 |
| Total interest from all sources | 2012-12-31 | $208,933 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $715,720 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $383,145 |
| Assets. Real estate other than employer real property at end of year | 2012-12-31 | $4,935,170 |
| Assets. Real estate other than employer real property at beginning of year | 2012-12-31 | $3,618,763 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $894,258 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $829,317 |
| Other income not declared elsewhere | 2012-12-31 | $3,184 |
| Value of net income/loss | 2012-12-31 | $10,740,783 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $101,052,656 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $86,602,525 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2012-12-31 | $4,245,390 |
| Assets. partnership/joint venture interests at beginning of year | 2012-12-31 | $3,539,180 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $26,197,432 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $20,976,098 |
| Interest earned on other investments | 2012-12-31 | $201,935 |
| Value of interest in common/collective trusts at end of year | 2012-12-31 | $40,028,121 |
| Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $36,889,002 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $1,613,785 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $1,110,988 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $1,110,988 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $6,998 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $3,065,854 |
| Net investment gain or loss from common/collective trusts | 2012-12-31 | $3,832,447 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
| Income. Dividends from common stock | 2012-12-31 | $332,575 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2012-12-31 | $23,138,500 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-12-31 | $19,639,177 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Aggregate proceeds on sale of assets | 2012-12-31 | $7,379,910 |
| Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $6,838,682 |
| 2011 : REGAL BELOIT AMERICA, INC. MASTER TRUST 2011 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $842,902 |
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $842,902 |
| Total transfer of assets to this plan | 2011-12-31 | $19,426,549 |
| Total transfer of assets from this plan | 2011-12-31 | $8,410,387 |
| 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 | $3,762 |
| Total loss/gain on sale of assets | 2011-12-31 | $-811,954 |
| Total of all expenses incurred | 2011-12-31 | $0 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $0 |
| Value of total assets at end of year | 2011-12-31 | $86,602,525 |
| Value of total assets at beginning of year | 2011-12-31 | $75,582,601 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $0 |
| Total interest from all sources | 2011-12-31 | $48,783 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $608,461 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $276,964 |
| Assets. Real estate other than employer real property at end of year | 2011-12-31 | $3,618,763 |
| Assets. Real estate other than employer real property at beginning of year | 2011-12-31 | $0 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2011-12-31 | $0 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2011-12-31 | $19,560,710 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $829,317 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $501,292 |
| Value of net income/loss | 2011-12-31 | $3,762 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $86,602,525 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $75,582,601 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2011-12-31 | $3,539,180 |
| Assets. partnership/joint venture interests at beginning of year | 2011-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $20,976,098 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $9,155,585 |
| Interest earned on other investments | 2011-12-31 | $39,530 |
| Value of interest in common/collective trusts at end of year | 2011-12-31 | $36,889,002 |
| Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $45,304,132 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $1,110,988 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $1,060,882 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $1,060,882 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $9,253 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-2,505,087 |
| Net investment gain or loss from common/collective trusts | 2011-12-31 | $1,820,657 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
| Income. Dividends from common stock | 2011-12-31 | $331,497 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2011-12-31 | $19,639,177 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $0 |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Aggregate proceeds on sale of assets | 2011-12-31 | $9,001,710 |
| Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $9,813,664 |
| 2010 : REGAL BELOIT AMERICA, INC. MASTER TRUST 2010 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $1,070,981 |
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $1,070,981 |
| Total transfer of assets to this plan | 2010-12-31 | $2,420,570 |
| Total transfer of assets from this plan | 2010-12-31 | $3,638,608 |
| 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 | $20,098,751 |
| Total income from all sources (including contributions) | 2010-12-31 | $9,391,725 |
| Total loss/gain on sale of assets | 2010-12-31 | $3,356,807 |
| Total of all expenses incurred | 2010-12-31 | $0 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $0 |
| Value of total assets at end of year | 2010-12-31 | $75,582,601 |
| Value of total assets at beginning of year | 2010-12-31 | $87,507,665 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $0 |
| Total interest from all sources | 2010-12-31 | $360 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $428,973 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $130,644 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $0 |
| Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $19,594,892 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $501,292 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $18,286 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $20,098,751 |
| Other income not declared elsewhere | 2010-12-31 | $38,178 |
| Value of net income/loss | 2010-12-31 | $9,391,725 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $75,582,601 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $67,408,914 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $9,155,585 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $7,992,144 |
| Value of interest in common/collective trusts at end of year | 2010-12-31 | $45,304,132 |
| Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $30,903,610 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $1,060,882 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $1,202,125 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $1,202,125 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $360 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $837,550 |
| Net investment gain or loss from common/collective trusts | 2010-12-31 | $3,658,876 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
| Income. Dividends from common stock | 2010-12-31 | $298,329 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $19,560,710 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $27,796,608 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Aggregate proceeds on sale of assets | 2010-12-31 | $38,297,715 |
| Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $34,940,908 |
