Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
VALVOLINE LLC
EIN 61-1782197retailLatest filing 2024
Plans
3
Retirement
2
$1.45B assets
Welfare
1
$4.0M premiums
Participants
30,334
Retirement portfolio analytics
2 plans aggregated / $1.45B assets / 12,015 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $4.0M premiums / 23,636 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$3.0M
- Life$2.3M
- Long-term disability$589K
- Vision$395K
Carrier market share
Premium dollars by Schedule A carrier
74%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY74%
- RELIASTAR LIFE INSURANCE COMPANY13%
- VISION SERVICE PLAN10%
- HEALTH ADVOCATE SOLUTIONS, INC.3%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA0%
Broker market share
Schedule A broker compensation
100%top
- MERCER HEALTH AND BENEFITS, LLC100%
- IMG0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ASHLAND HERCULES PENSION PLAN
TraditionalDB
Assets$984.3M
Participants4,343
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
ASHLAND HERCULES PENSION PLAN II
TraditionalDB
Assets$468.8M
Participants7,672
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
VALVOLINE GROUP BENEFIT PLAN
Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$4.0M
Covered lives23,636
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ASHLAND HERCULES PENSION PLAN | TraditionalDB | $984.3M | 4,343 | 2024 | |
| 005 | ASHLAND HERCULES PENSION PLAN II | TraditionalDB | $468.8M | 7,672 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | VALVOLINE GROUP BENEFIT PLAN | Mixed | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $4.0M | 23,636 | 2024 |
Retirement plans
Welfare plans