2023 Form 5500 filing — The Lubrizol Corporation Employees Profit Sharing And Savings Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241008100531NAL0028313520001) for The Lubrizol Corporation Employees Profit Sharing And Savings Plan, reported by The Lubrizol Corporation under EIN 34-0367600 and plan number 003. It reports 6,038 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008100531NAL0028313520001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Lubrizol Corporation
- EIN
- 34-0367600
- Plan number
- 003
- Location
- Wickliffe, OH
- Participants
- 6,038
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,358,252,824
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,358,252,824
- Employer contributions
- $47,118,488
- Participant contributions
- $44,515,284
- Total income / additions
- $288,150,222
- Benefits paid
- $194,554,581
- Administrative expenses
- $603,577
- Total expenses
- $195,567,072
- Net increase / (decrease)
- $92,583,150
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | NONE | $567,035 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | NONE | $40,793 | $0 |
| Willis Towers Watson Us LLC | NONE | $32,000 | not reported in the loaded dataset |
| Empower Financial Services, Inc. | NONE | $1,500 | $0 |