Savings Plan For Employees Of Newmarket Corporation And Affiliates — Form 5500 plan (Newmarket Corporation)

Plain-English plan 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, Savings Plan For Employees Of Newmarket Corporation And Affiliates is a benefit plan reported by Newmarket Corporation under EIN 20-0812170 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,347 participants and $507,942,284 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$507.9MPlan net assets, end of year$507,942,284
Participants1.3KCovered participants reported1,347
Assets / participant$377.1KComputed: assets ÷ participants$377,092 (computed)
Provider compensation$33.6K1 Schedule C provider row(s)$33,632
Plan sponsor
Newmarket Corporation
EIN
20-0812170
Plan number
002
Plan type
2
Location
Richmond, VA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,347H, C20240701080035NAL0002726323001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$507.9M total assets
Net assets$507.9MLiabilities$0
Money in vs. money out
Total income / additions$148M
Total expenses$46.8M
Benefits paid / distributions$46.8M
Contributions
Employer$5.2M
Participant$13.1M
Full reported line items

Net assets

Total assets (EOY)
$507,942,284
Total liabilities (EOY)
$0
Net assets (EOY)
$507,942,284
Net assets (BOY)
$406,777,036

Income & contributions

Employer contributions
$5,195,365
Participant contributions
$13,143,889
Total contributions
$18,972,623
Total income / additions
$148,007,627

Expenses & distributions

Benefits paid
$46,842,379
Administrative expenses
$0
Total expenses
$46,842,379
Net increase / (decrease)
$101,165,248
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 28%Participant 72%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income32%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch,Pierce,Fenner & SmithRECORDKEEPER$21,727$11,9052023

Related Form 5500 pages