2023 Form 5500 filing — Valeo, Inc. Pension Plan
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 20241015081021NAL0055165122001) for Valeo, Inc. Pension Plan, reported by Valeo North America, Inc. under EIN 13-3744485 and plan number 006. It reports 4,391 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015081021NAL0055165122001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Valeo North America, Inc.
- EIN
- 13-3744485
- Plan number
- 006
- Location
- Troy, MI
- Participants
- 4,391
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $341,368,807
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $341,368,807
- Total income / additions
- $38,349,164
- Benefits paid
- $26,699,856
- Administrative expenses
- $3,116,945
- Total expenses
- $29,816,801
- Net increase / (decrease)
- $8,532,363
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jp Morgan | NONE | $653,130 | not reported in the loaded dataset |
| Towers Watson Investment Services | INVESTMENT MANAGER | $464,847 | not reported in the loaded dataset |
| Willis Towers Watson Us LLC | ACTUARY | $388,667 | not reported in the loaded dataset |
| Bdo Usa P.C. | ACCOUNTANT | $27,345 | not reported in the loaded dataset |