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  2. VALERO ENERGY CORPORATION
Sponsor portfolioTH

VALERO ENERGY CORPORATION

EIN 74-1828067-Manufacturing-Latest filing 2024
Plans
8
Retirement
5
$6.46B assets
Welfare
3
$60.4M premiums
Participants
38,696
P.O. BOX 696000, MS E1T - SAN ANTONIO, TX 782696000210-345-2000
Plans on this EIN
8 filings
#002ESOP-$3.39B - 9,867 part#005CashBalance-$2.64B - 11,896 part#010401k-$324.8M - 1,062 part#008CashBalance-$70.8M - 665 part#009CashBalance-$36.7M - 692 part#527Mixed-$35.6M - 7,784 lives#525Mixed-$19.7M - 6,010 lives#534Mixed-$5.1M - 580 lives

Retirement portfolio analytics

5 plans aggregated / $6.46B assets / 24,182 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • CORPORATION THRIFT PLAN (#002)52%
  • ENERGY CORPORATION PENSION (#005)41%
  • PREMCOR RETIREMENT Savings (#010)5%
  • PREMCOR PENSION (#008)1%
  • CERTAIN UNION EMPLOYEES (#009)1%
Total $6.46BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ENERGY CORPORATION PENSION (#005)11,896
  • CORPORATION THRIFT PLAN (#002)9,867
  • PREMCOR RETIREMENT Savings (#010)1,062
  • CERTAIN UNION EMPLOYEES (#009)692
  • PREMCOR PENSION (#008)665
Total 24,182Click row to drill in

Benefits portfolio analytics

3 plans / $60.4M premiums / 14,374 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$16.1M
  • Life$13.6M
  • Long-term disability$11.8M
  • Prescription drug$5.4M
  • Other$3.3M
  • Vision$68K
  • +1 more
Total $60.4M7 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 INC16%
  • UNITEDHEALTHCARE INSURANCE COMPANY11%
  • UNITED AMERICAN INSURANCE COMPANY9%
  • +3 more
Total $60.4M8 slices

Broker market share

Schedule A broker compensation

Split broker
58%top
  • MCGRIFF INSURANCE SERVICES INC58%
  • AMWINS24%
  • REUBEN WARNER ASSOCIATES, INC.9%
  • MARSH & MCLENNAN AGENCY LLC6%
  • JAMES REYNOLDS3%
  • +3 more
Total $3.4M8 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$3.39B
Participants9,867
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$324.8M
Participants1,062
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$35.6M
Covered lives7,784
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$19.7M
Covered lives6,010
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$5.1M
Covered lives580
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans5

Plan #NameTypeAssetsParticipantsLatest year
002VALERO ENERGY CORPORATION THRIFT PLANESOP$3.39B9,8672024
005VALERO ENERGY CORPORATION PENSION PLANCashBalance$2.64B11,8962024
010PREMCOR RETIREMENT SAVINGS PLAN401k$324.8M1,0622024
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$35.6M7,7842024
525VALERO ENERGY CORPORATION RETIREE BENEFITS PLANMixedSIERRA HEALTH AND LIFE INSURANCE CO. INC.$19.7M6,0102024
534PREMCOR GROUP LIFE & MAJOR MEDICAL PLANMixedBLUECROSS BLUESHIELD OF TENNESSEE, INC.$5.1M5802024
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