Ashland Hercules Pension Plan Ii — Form 5500 plan (Valvoline LLC)
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, Ashland Hercules Pension Plan Ii is a benefit plan reported by Valvoline LLC under EIN 61-1782197 and plan number 005. The latest loaded filing year is 2023. The filing reports 6,909 participants and $468,812,000 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Valvoline LLC
- EIN
- 61-1782197
- Plan number
- 005
- Plan type
- 2
- Location
- Lexington, KY
- Latest filing year
- 2023
- Participants
- 6,909
- End-of-year plan assets
- $468,812,000
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,909 | H | 20250715123903NAL0002077105001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $468,812,000
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $468,812,000
- Net assets (BOY)
- $415,049,000
Income & contributions
- Total contributions
- $0
- Total income / additions
- $66,971,000
Expenses & distributions
- Benefits paid
- $39,409,000
- Administrative expenses
- $1,363,000
- Total expenses
- $40,772,000
- Net increase / (decrease)
- $26,199,000
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.