Valvoline Global Operations 401(K) Plan — Form 5500 plan (Vgp Holdings 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, Valvoline Global Operations 401(K) Plan is a benefit plan reported by Vgp Holdings LLC under EIN 88-2683316 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,446 participants and $247,369,072 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Vgp Holdings LLC
EIN
88-2683316
Plan number
001
Plan type
2
Location
Lexington, KY
Latest filing year
2023
Participants
1,446
End-of-year plan assets
$247,369,072

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,446H, C20260107154703NAL0010599938001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$247,369,072
Total liabilities (EOY)
$4,689
Net assets (EOY)
$247,364,383
Net assets (BOY)
$0

Income & contributions

Employer contributions
$10,212,642
Participant contributions
$10,888,285
Total contributions
$23,893,121
Total income / additions
$61,722,774

Expenses & distributions

Benefits paid
$14,248,707
Administrative expenses
$165,802
Total expenses
$14,414,509
Net increase / (decrease)
$47,308,265

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Aon Investments Usa Inc.INVESTMENT ADVISOR$87,500not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$78,302$02023

Related Form 5500 pages