2023 Form 5500 filing — Premcor Pension Plan For Certain Union Employees
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240930153901NAL0005897953001) for Premcor Pension Plan For Certain Union Employees, reported by Valero Energy Corporation under EIN 74-1828067 and plan number 009. It reports 656 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930153901NAL0005897953001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Valero Energy Corporation
- EIN
- 74-1828067
- Plan number
- 009
- Location
- San Antonio, TX
- Participants
- 656
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,606,662
- Total liabilities (EOY)
- $41,948
- Net assets (EOY)
- $33,564,714
- Total income / additions
- $4,118,461
- Benefits paid
- $1,211,999
- Administrative expenses
- $129,342
- Total expenses
- $1,341,341
- Net increase / (decrease)
- $2,777,120
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aon Consulting, Inc. | NONE | $60,883 | not reported in the loaded dataset |
| Principal Trust Company | TRUSTEE | $5,483 | $0 |