Newmarket Corporation Retirement Income Plan For Union Employees Located In Houston, Texas — 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 Retirement Income Plan For Union Employees Located In Houston, Texas is a benefit plan reported by Newmarket Corporation And Affiliates under EIN 20-0812170 and plan number 039. The latest loaded filing year is 2023. The filing reports 203 participants and $52,458,861 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$52.4MPlan net assets, end of year$52,432,611
Participants203Covered participants reported
Assets / participant$258.4KComputed: assets ÷ participants$258,418 (computed)
Provider compensationNone reported
Plan sponsor
Newmarket Corporation And Affiliates
EIN
20-0812170
Plan number
039
Plan type
2
Location
Richmond, VA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023203H20241008094253NAL0009514643001
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)$52.5M total assets
Net assets$52.4MLiabilities$26.3K
Money in vs. money out
Total income / additions$7.8M
Total expenses$1.2M
Benefits paid / distributions$1.1M
Contributions
Employer$0
Participant$0
Full reported line items

Net assets

Total assets (EOY)
$52,458,861
Total liabilities (EOY)
$26,250
Net assets (EOY)
$52,432,611
Net assets (BOY)
$45,623,044

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total contributions
$0
Total income / additions
$7,815,121

Expenses & distributions

Benefits paid
$1,112,783
Administrative expenses
$114,447
Total expenses
$1,227,230
Net increase / (decrease)
$6,587,891
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.

Total expenses ÷ net assets2%Computed ratio
Benefits paid ÷ total income14%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages