2023 Form 5500 filing — Ashland Hercules Pension Plan Ii
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 20250715123903NAL0002077105001) for Ashland Hercules Pension Plan Ii, reported by Valvoline LLC under EIN 61-1782197 and plan number 005. It reports 6,909 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20250715123903NAL0002077105001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Valvoline LLC
- EIN
- 61-1782197
- Plan number
- 005
- Location
- Lexington, KY
- Participants
- 6,909
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $468,812,000
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $468,812,000
- Total income / additions
- $66,971,000
- Benefits paid
- $39,409,000
- Administrative expenses
- $1,363,000
- Total expenses
- $40,772,000
- Net increase / (decrease)
- $26,199,000
- Schedule source
- Schedule H