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  2. VALVOLINE LLC
Sponsor portfolio

VALVOLINE LLC

EIN 61-1782197-retail-Latest filing 2025
Plans
3
Retirement
2
$1.37B assets
Welfare
1
$4.0M premiums
Participants
30,320
100 VALVOLINE WAY - LEXINGTON, KY 405092714859-357-7777valvoline.comLinkedIn10001+ employeesretail
Plans on this EIN
3 filings
#001TraditionalDB-$924.1M - 3,845 part#005TraditionalDB-$441.4M - 8,156 part#501Mixed-$4.0M - 23,636 lives

Retirement portfolio analytics

2 plans aggregated / $1.37B assets / 12,001 participants

Assets by plan

Share of aggregate retirement assets

68%top
  • ASHLAND HERCULES PENSION (#001)68%
  • PENSION PLAN II (#005)32%
Total $1.37BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PENSION PLAN II (#005)8,156
  • ASHLAND HERCULES PENSION (#001)3,845
Total 12,001Click row to drill in

Benefits portfolio analytics

1 plan / $4.0M premiums / 23,636 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$3.0M
  • Life$2.3M
  • Long-term disability$589K
  • Vision$395K
Total $4.0M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
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%
Total $4.0M5 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
  • IMG0%
Total $436K2 slices

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$924.1M
Participants3,845
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

ASHLAND HERCULES PENSION PLAN II

TraditionalDB

Assets$441.4M
Participants8,156
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 #NameTypeAssetsParticipantsLatest year
001ASHLAND HERCULES PENSION PLANTraditionalDB$924.1M3,8452025
005ASHLAND HERCULES PENSION PLAN IITraditionalDB$441.4M8,1562025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VALVOLINE GROUP BENEFIT PLANMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$4.0M23,6362024
Retirement plans
Welfare plans
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