Premcor Pension Plan For Certain Union Employees — Form 5500 plan (Valero Energy Corporation)
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, Premcor Pension Plan For Certain Union Employees is a benefit plan reported by Valero Energy Corporation under EIN 74-1828067 and plan number 009. The latest loaded filing year is 2023. The filing reports 656 participants and $33,606,662 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Valero Energy Corporation
- EIN
- 74-1828067
- Plan number
- 009
- Plan type
- 2
- Location
- San Antonio, TX
- Latest filing year
- 2023
- Participants
- 656
- End-of-year plan assets
- $33,606,662
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 656 | H, C | 20240930153901NAL0005897953001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,606,662
- Total liabilities (EOY)
- $41,948
- Net assets (EOY)
- $33,564,714
- Net assets (BOY)
- $30,787,594
Income & contributions
- Total contributions
- $0
- Total income / additions
- $4,118,461
Expenses & distributions
- Benefits paid
- $1,211,999
- Administrative expenses
- $129,342
- Total expenses
- $1,341,341
- Net increase / (decrease)
- $2,777,120
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aon Consulting, Inc. | NONE | $60,883 | not reported in the loaded dataset | 2023 |
| Principal Trust Company | TRUSTEE | $5,483 | $0 | 2023 |