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  2. VALEO NORTH AMERICA INC.
Sponsor portfolio

VALEO NORTH AMERICA INC.

EIN 13-3744485-Latest filing 2025
Plans
5
Retirement
3
$950.2M assets
Welfare
2
$8.8M premiums
Participants
13,759
150 STEPHENSON HIGHWAY - TROY, MI 48083248-619-8300
Plans on this EIN
5 filings
#007401k-$619.1M - 4,964 part#006TraditionalDB-$330.5M - 4,228 part#017401k-$616K - 29 part#501Mixed-$4.8M - 3,124 lives#505Fully Insured-$4.0M - 1,336 lives

Retirement portfolio analytics

3 plans aggregated / $950.2M assets / 9,221 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • INC RETIREMENT Savings (#007)65%
  • VALEO, INC. PENSION (#006)35%
  • COMMERCIAL VEHICLES 401(K) (#017)0%
Total $950.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC RETIREMENT Savings (#007)4,964
  • VALEO, INC. PENSION (#006)4,228
  • COMMERCIAL VEHICLES 401(K) (#017)29
Total 9,221Click row to drill in

Benefits portfolio analytics

2 plans / $8.8M premiums / 4,460 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$4.8M
  • Life$3.9M
  • Short-term disability$3.9M
  • Long-term disability$3.9M
Total $4.8M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA97%
  • ARAG INSURANCE COMPANY3%
  • HARTFORD LIFE AND ACCIDENT0%
Total $4.8M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $767K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#007

VALEO, INC RETIREMENT SAVINGS PLAN

401k

Assets$619.1M
Participants4,964
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006

VALEO, INC. PENSION PLAN

TraditionalDB

Assets$330.5M
Participants4,228
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#017

VALEO THERMAL COMMERCIAL VEHICLES 401(K) PLAN

401k

Assets$616K
Participants29
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VALEO NORTH AMERICA, INC. EMPLOYEE BENEFIT PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$4.8M
Covered lives3,124
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

VALEO ELECTRICAL SYSTEMS, INC. EMPLOYEE WELFARE BENEFIT PLAN

Fully Insured - SIERRA HEALTH AND LIFE INSURANCE COMPANY, INC.

Premiums$4.0M
Covered lives1,336
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
007VALEO, INC RETIREMENT SAVINGS PLAN401k$619.1M4,9642024
006VALEO, INC. PENSION PLANTraditionalDB$330.5M4,2282024
017VALEO THERMAL COMMERCIAL VEHICLES 401(K) PLAN401k$616K292024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VALEO NORTH AMERICA, INC. EMPLOYEE BENEFIT PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$4.8M3,1242025
505VALEO ELECTRICAL SYSTEMS, INC. EMPLOYEE WELFARE BENEFIT PLANFully InsuredSIERRA HEALTH AND LIFE INSURANCE COMPANY, INC.$4.0M1,3362024
Retirement plans
Welfare plans
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