2023 Form 5500 filing — United Refining Company Combined Pension Plan Master Trust
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 20241014163739NAL0015305539001) for United Refining Company Combined Pension Plan Master Trust, reported by United Refining Company under EIN 83-6310018 and plan number 007. It reports 0 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014163739NAL0015305539001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- United Refining Company
- EIN
- 83-6310018
- Plan number
- 007
- Location
- Warren, PA
- Participants
- 0
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $41,739
- Total liabilities (EOY)
- $41,739
- Net assets (EOY)
- $0
- Total income / additions
- $2,111,287
- Benefits paid
- $0
- Administrative expenses
- $101,829
- Total expenses
- $101,829
- Net increase / (decrease)
- $2,009,458
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Renaissance Institutional Equities | INVESTMENT MANAGEMENT | $96,075 | not reported in the loaded dataset |
| Bank Of America | TRUSTEE | $5,754 | not reported in the loaded dataset |