The Lubrizol Corporation Employees Profit Sharing And Savings Plan — Form 5500 plan (The Lubrizol 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, The Lubrizol Corporation Employees Profit Sharing And Savings Plan is a benefit plan reported by The Lubrizol Corporation under EIN 34-0367600 and plan number 003. The latest loaded filing year is 2023. The filing reports 6,038 participants and $1,358,252,824 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Lubrizol Corporation
- EIN
- 34-0367600
- Plan number
- 003
- Plan type
- 2
- Location
- Wickliffe, OH
- Latest filing year
- 2023
- Participants
- 6,038
- End-of-year plan assets
- $1,358,252,824
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,038 | H, C | 20241008100531NAL0028313520001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,358,252,824
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,358,252,824
- Net assets (BOY)
- $1,265,669,674
Income & contributions
- Employer contributions
- $47,118,488
- Participant contributions
- $44,515,284
- Total contributions
- $96,127,101
- Total income / additions
- $288,150,222
Expenses & distributions
- Benefits paid
- $194,554,581
- Administrative expenses
- $603,577
- Total expenses
- $195,567,072
- Net increase / (decrease)
- $92,583,150
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | NONE | $567,035 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | NONE | $40,793 | $0 | 2023 |
| Willis Towers Watson Us LLC | NONE | $32,000 | not reported in the loaded dataset | 2023 |
| Empower Financial Services, Inc. | NONE | $1,500 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Lubrizol Corporation
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Wickliffe, OH
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Willis Towers Watson Us LLC — Schedule C compensation
- Empower Financial Services, Inc. — Schedule C compensation