PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. VALERO ENERGY CORPORATION
Sponsor portfolioTH

VALERO ENERGY CORPORATION

EIN 74-1828067-Manufacturing-Latest filing 2025
Plans
8
Retirement
5
$7.03B assets
Welfare
3
$63.8M premiums
Participants
38,339
P.O. BOX 696000, MS E1T - SAN ANTONIO, TX 782696000210-345-2000
Plans on this EIN
8 filings
#002ESOP-$3.92B - 9,669 part#005CashBalance-$2.64B - 11,896 part#010401k-$360.9M - 1,012 part#008CashBalance-$70.8M - 665 part#009CashBalance-$36.7M - 692 part#527Mixed-$36.3M - 7,678 lives#525Mixed-$22.2M - 5,986 lives#534Mixed-$5.3M - 593 lives

Retirement portfolio analytics

5 plans aggregated / $7.03B assets / 23,934 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • CORPORATION THRIFT PLAN (#002)56%
  • ENERGY CORPORATION PENSION (#005)38%
  • PREMCOR RETIREMENT Savings (#010)5%
  • PREMCOR PENSION (#008)1%
  • CERTAIN UNION EMPLOYEES (#009)1%
Total $7.03BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ENERGY CORPORATION PENSION (#005)11,896
  • CORPORATION THRIFT PLAN (#002)9,669
  • PREMCOR RETIREMENT Savings (#010)1,012
  • CERTAIN UNION EMPLOYEES (#009)692
  • PREMCOR PENSION (#008)665
Total 23,934Click row to drill in

Benefits portfolio analytics

3 plans / $63.8M premiums / 14,257 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$18.8M
  • Life$14.0M
  • Long-term disability$12.5M
  • Prescription drug$5.3M
  • Other$3.5M
  • Vision$68K
  • +1 more
Total $63.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
22%top
  • METROPOLITAN LIFE INSURANCE COMPANY22%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA20%
  • KAISER FOUNDATION HEALTH PLAN INC15%
  • UNITEDHEALTHCARE INSURANCE COMPANY14%
  • UNITED AMERICAN INSURANCE COMPANY9%
  • +3 more
Total $63.8M8 slices

Broker market share

Schedule A broker compensation

Split broker
34%top
  • MARSH & MCLENNAN AGENCY LLC34%
  • MCGRIFF INSURANCE SERVICES INC30%
  • AMWINS24%
  • RUEBEN WARNER ASSOCIATES, INC.7%
  • JAMES REYNOLDS3%
  • +3 more
Total $3.5M8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

VALERO ENERGY CORPORATION THRIFT PLAN

ESOP

Assets$3.92B
Participants9,669
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

VALERO ENERGY CORPORATION PENSION PLAN

CashBalance

Assets$2.64B
Participants11,896
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#010

PREMCOR RETIREMENT SAVINGS PLAN

401k

Assets$360.9M
Participants1,012
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#008

PREMCOR PENSION PLAN

CashBalance

Assets$70.8M
Participants665
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#009

PREMCOR PENSION PLAN FOR CERTAIN UNION EMPLOYEES

CashBalance

Assets$36.7M
Participants692
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#527

VALERO ENERGY CORPORATION FLEX AND RENEWABLE FUELS PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$36.3M
Covered lives7,678
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#525

VALERO ENERGY CORPORATION RETIREE BENEFITS PLAN

Mixed - SIERRA HEALTH AND LIFE INSURANCE CO. INC.

Premiums$22.2M
Covered lives5,986
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#534

PREMCOR GROUP LIFE & MAJOR MEDICAL PLAN

Mixed - BLUECROSS BLUESHIELD OF TENNESSEE, INC.

Premiums$5.3M
Covered lives593
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans5

Plan #NameTypeAssetsParticipantsLatest year
002VALERO ENERGY CORPORATION THRIFT PLANESOP$3.92B9,6692025
005VALERO ENERGY CORPORATION PENSION PLANCashBalance$2.64B11,8962024
010PREMCOR RETIREMENT SAVINGS PLAN401k$360.9M1,0122025
008PREMCOR PENSION PLANCashBalance$70.8M6652024
009PREMCOR PENSION PLAN FOR CERTAIN UNION EMPLOYEESCashBalance$36.7M6922024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
527VALERO ENERGY CORPORATION FLEX AND RENEWABLE FUELS PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$36.3M7,6782025
525VALERO ENERGY CORPORATION RETIREE BENEFITS PLANMixedSIERRA HEALTH AND LIFE INSURANCE CO. INC.$22.2M5,9862025
534PREMCOR GROUP LIFE & MAJOR MEDICAL PLANMixedBLUECROSS BLUESHIELD OF TENNESSEE, INC.$5.3M5932025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica