Plan5500

2023 Form 5500 filing — Retirement Plan Of Citgo Petroleum Corporation And Participating Subsidiary Companies

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 20241015195831NAL0017149219001) for Retirement Plan Of Citgo Petroleum Corporation And Participating Subsidiary Companies, reported by Citgo Petroleum Corporation under EIN 73-1173881 and plan number 002. It reports 3,785 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015195831NAL0017149219001
Filing year
2023
Form type
2
Plan sponsor
Citgo Petroleum Corporation
EIN
73-1173881
Plan number
002
Location
Houston, TX
Participants
3,785
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$507,284,611
Total liabilities (EOY)
$231,141
Net assets (EOY)
$507,053,470
Employer contributions
$31,100,000
Total income / additions
$88,017,960
Benefits paid
$30,533,362
Administrative expenses
$4,055,379
Total expenses
$34,588,741
Net increase / (decrease)
$53,429,219
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
MercerNONE$715,522not reported in the loaded dataset
Willis Towers WatsonNONE$284,539not reported in the loaded dataset
Bokf, Na Dba Bank Of TexasNONE$108,301not reported in the loaded dataset
KpmgNONE$68,000not reported in the loaded dataset
AonNONE$57,228not reported in the loaded dataset
Curcio Webb, LLCNONE$20,493not reported in the loaded dataset
EyNONE$5,177not reported in the loaded dataset

Related Form 5500 pages