Newmarket Corporation Master Trust For Designated Employee Benefit Plans For Newmarket Corporation And Affiliates — Form 5500 plan (Newmarket Corporation And Affiliates)
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, Newmarket Corporation Master Trust For Designated Employee Benefit Plans For Newmarket Corporation And Affiliates is a benefit plan reported by Newmarket Corporation And Affiliates under EIN 20-0812170 and plan number 003. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $625,252,086 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Newmarket Corporation And Affiliates
- EIN
- 20-0812170
- Plan number
- 003
- Plan type
- 4
- Location
- Richmond, VA
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $625,252,086
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241008092316NAL0016389553001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $625,252,086
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $625,252,086
- Net assets (BOY)
- $542,958,228
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total contributions
- $0
- Total income / additions
- $95,366,771
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $3,163,725
- Total expenses
- $3,163,725
- Net increase / (decrease)
- $92,203,046
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The London Company | NONE | $902,574 | not reported in the loaded dataset | 2023 |
| D.F. Dent & Company, Inc | NONE | $470,938 | not reported in the loaded dataset | 2023 |
| Deprince, Race & Zollo, Inc | NONE | $393,442 | not reported in the loaded dataset | 2023 |
| Montag & Caldwell | NONE | $364,136 | not reported in the loaded dataset | 2023 |
| Towers Watson | NONE | $335,543 | not reported in the loaded dataset | 2023 |
| Reinhart Partners | NONE | $258,876 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $116,118 | not reported in the loaded dataset | 2023 |
| Kennondale Capital Management LLC | NONE | $84,100 | not reported in the loaded dataset | 2023 |
| Pbmares, Llp | NONE | $64,741 | not reported in the loaded dataset | 2023 |
| Wells Fargo Bank, N.A. | NONE | $60,000 | not reported in the loaded dataset | 2023 |
| Williams, Mullen, Clark & Dobbins | NONE | $42,907 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Newmarket Corporation And Affiliates
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Richmond, VA
- The London Company — Schedule C compensation
- D.F. Dent & Company, Inc — Schedule C compensation
- Deprince, Race & Zollo, Inc — Schedule C compensation
- Montag & Caldwell — Schedule C compensation
- Towers Watson — Schedule C compensation
- Reinhart Partners — Schedule C compensation
- Us Bank — Schedule C compensation
- Kennondale Capital Management LLC — Schedule C compensation
- Pbmares, Llp — Schedule C compensation
- Wells Fargo Bank, N.A. — Schedule C compensation
- Williams, Mullen, Clark & Dobbins — Schedule C compensation