2023 Form 5500 filing — Hf Sinclair Corporation Legacy Puget Sound Refinery 401(K) 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 20241012073209NAL0011659859001) for Hf Sinclair Corporation Legacy Puget Sound Refinery 401(K) Plan, reported by Hf Sinclair Corporation under EIN 87-2092143 and plan number 003. It reports 344 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)$34.7MReported net assets$34,668,929
Participants344
Provider compensation$44.5K2 Schedule C row(s)$44,518
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241012073209NAL0011659859001
- Plan sponsor
- Hf Sinclair Corporation
- EIN
- 87-2092143
- Plan number
- 003
- Location
- Dallas, TX
- Received date
- not reported in the loaded dataset
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)$34.7M total assets
Net assets$34.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $34,668,929
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,668,929
- Employer contributions
- $8,049,380
- Participant contributions
- $5,762,059
- Total income / additions
- $18,674,458
- Benefits paid
- $990,075
- Administrative expenses
- $41,594
- Total expenses
- $1,031,669
- Net increase / (decrease)
- $17,642,789
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $25,067 | $3,200 |
| Edelman Financial Engines, LLC | INV ADV, PARTICIPANTS | $16,251 | not reported in the loaded dataset |