2023 Form 5500 filing — Citgo Petroleum Corporation Defined Contribution 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 20241015184055NAL0050921456001) for Citgo Petroleum Corporation Defined Contribution Master Trust, reported by Citgo Petroleum Corporation under EIN 04-6814720 and plan number 008. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015184055NAL0050921456001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Citgo Petroleum Corporation
- EIN
- 04-6814720
- Plan number
- 008
- Location
- Houston, TX
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,198,865,502
- Total liabilities (EOY)
- $600,938
- Net assets (EOY)
- $1,198,264,564
- Total income / additions
- $194,542,202
- Benefits paid
- $0
- Administrative expenses
- $339,238
- Total expenses
- $339,238
- Net increase / (decrease)
- $194,202,964
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fiioc, Inc. | NONE | $141,711 | $0 |
| Jp Morgan Chase Bank N.A. | NONE | $28,837 | not reported in the loaded dataset |
| Prudential Insurance Co. Of America | NONE | $25,341 | not reported in the loaded dataset |
| Nationwide Life Insurance Company | NONE | $23,369 | not reported in the loaded dataset |
| Transamerica Premier Life | NONE | $23,299 | not reported in the loaded dataset |
| American General Life Insurance Co. | NONE | $21,334 | not reported in the loaded dataset |
| Metropolitan Life Insurance Co. | NONE | $20,714 | not reported in the loaded dataset |
| Pacific Life Insurance Company | NONE | $20,377 | not reported in the loaded dataset |
| Lincoln National Life Insurance Co. | NONE | $13,674 | not reported in the loaded dataset |
| Massachusetts Mutual | NONE | $10,631 | not reported in the loaded dataset |
| State Street Bank And Trust | NONE | $9,951 | not reported in the loaded dataset |