2023 Form 5500 filing — Houston Refining Lp Retirement Plan For Represented 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 20240927080858NAL0003198304001) for Houston Refining Lp Retirement Plan For Represented Employees, reported by Houston Refining Lp under EIN 76-0395303 and plan number 061. It reports 529 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$67.5MReported net assets$67,484,667
Participants529
Provider compensation$153.4K3 Schedule C row(s)$153,382
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240927080858NAL0003198304001
Plan sponsor
Houston Refining Lp
EIN
76-0395303
Plan number
061
Location
Houston, TX
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$67.5M total assets
Net assets$67.5MLiabilities$2.7K
Money in vs. money out
Total income / additions$10.5M
Total expenses$3.6M
Benefits paid / distributions$3M
Contributions
Employer$5.5M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$67,487,403
Total liabilities (EOY)
$2,736
Net assets (EOY)
$67,484,667
Employer contributions
$5,547,290
Total income / additions
$10,489,300
Benefits paid
$3,040,633
Administrative expenses
$549,074
Total expenses
$3,589,707
Net increase / (decrease)
$6,899,593
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $97.2K
  2. 2
    NONE · Direct $32.2K
  3. 3
    NONE · Direct $24K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240927080858NAL0003198304001 cover?
It is the 2023 Form 5500 filing for Houston Refining Lp Retirement Plan For Represented Employees, reported by Houston Refining Lp (EIN 76-0395303).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages