2023 Form 5500 filing — The Retirement Plan For Union Employees Of U.S. Oil & Refining Co.
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 20241009112827NAL0010564883001) for The Retirement Plan For Union Employees Of U.S. Oil & Refining Co., reported by Par Petroleum LLC under EIN 46-2908645 and plan number 002. It reports 210 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009112827NAL0010564883001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Par Petroleum LLC
- EIN
- 46-2908645
- Plan number
- 002
- Location
- Houston, TX
- Participants
- 210
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,271,271
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,271,271
- Employer contributions
- $0
- Total income / additions
- $2,454,210
- Benefits paid
- $774,808
- Administrative expenses
- $59,089
- Total expenses
- $833,897
- Net increase / (decrease)
- $1,620,313
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lockton Investment Advisors, LLC | FINANCIAL ADVISOR | $38,929 | not reported in the loaded dataset |
| John Hancock Retirement Plan Srvcs | RECORDKEEPER | $0 | $0 |