Valeo, Inc. Pension Plan — Form 5500 plan (Valeo North America, Inc.)
Plain-English plan 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, Valeo, Inc. Pension Plan is a benefit plan reported by Valeo North America, Inc. under EIN 13-3744485 and plan number 006. The latest loaded filing year is 2023. The filing reports 4,391 participants and $341,368,807 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Valeo North America, Inc.
- EIN
- 13-3744485
- Plan number
- 006
- Plan type
- 2
- Location
- Troy, MI
- Latest filing year
- 2023
- Participants
- 4,391
- End-of-year plan assets
- $341,368,807
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,391 | H, C | 20241015081021NAL0055165122001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $341,368,807
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $341,368,807
- Net assets (BOY)
- $332,836,444
Income & contributions
- Total contributions
- $0
- Total income / additions
- $38,349,164
Expenses & distributions
- Benefits paid
- $26,699,856
- Administrative expenses
- $3,116,945
- Total expenses
- $29,816,801
- Net increase / (decrease)
- $8,532,363
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Jp Morgan | NONE | $653,130 | not reported in the loaded dataset | 2023 |
| Towers Watson Investment Services | INVESTMENT MANAGER | $464,847 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson Us LLC | ACTUARY | $388,667 | not reported in the loaded dataset | 2023 |
| Bdo Usa P.C. | ACCOUNTANT | $27,345 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Valeo North America, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Troy, MI
- Jp Morgan — Schedule C compensation
- Towers Watson Investment Services — Schedule C compensation
- Willis Towers Watson Us LLC — Schedule C compensation
- Bdo Usa P.C. — Schedule C compensation