2023 Form 5500 filing — Uno-Ven Retirement 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 20241015190818NAL0059307298001) for Uno-Ven Retirement Plan, reported by Pdv Midwest Refining L.L.C. under EIN 36-4138789 and plan number 001. It reports 364 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015190818NAL0059307298001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pdv Midwest Refining L.L.C.
- EIN
- 36-4138789
- Plan number
- 001
- Location
- Houston, TX
- Participants
- 364
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,063,863
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,063,863
- Employer contributions
- $1,500,000
- Total income / additions
- $4,193,304
- Benefits paid
- $3,127,682
- Administrative expenses
- $408,080
- Total expenses
- $3,535,762
- Net increase / (decrease)
- $657,542
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aon | NONE | $33,669 | not reported in the loaded dataset |
| Kpmg | NONE | $22,000 | not reported in the loaded dataset |
| Willis Towers Watson | NONE | $18,478 | not reported in the loaded dataset |
| Curcio Webb, LLC | NONE | $17,563 | not reported in the loaded dataset |
| Mercer | NONE | $15,339 | not reported in the loaded dataset |