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Sponsor portfolio

VGP HOLDINGS LLC

EIN 88-2683316-Latest filing 2025
Plans
2
Retirement
1
$281.6M assets
Welfare
1
$2.0M premiums
Participants
2,838
100 VALVOLINE WAY, SUITE 200 - LEXINGTON, KY 40509859-357-7777
Plans on this EIN
2 filings
#001401k-$281.6M - 1,462 part#501Mixed-$2.0M - 1,383 lives

Benefits portfolio analytics

1 plan / $2.0M premiums / 1,383 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.2M
  • Life$977K
  • Long-term disability$612K
  • Vision$160K
Total $2.0M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
80%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY80%
  • RELIASTAR LIFE INSURANCE COMPANY10%
  • VISION SERVICE PLAN8%
  • HEALTH ADVOCATE SOLUTIONS, INC.2%
Total $2.0M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $200K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

VALVOLINE GLOBAL OPERATIONS 401(K) PLAN

401k

Assets$281.6M
Participants1,462
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VALVOLINE GLOBAL GROUP BENEFIT PLAN

Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$2.0M
Covered lives1,383
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VALVOLINE GLOBAL OPERATIONS 401(K) PLAN401k$281.6M1,4622024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VALVOLINE GLOBAL GROUP BENEFIT PLANMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$2.0M1,3832025
Retirement plans
Welfare plans
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