2023 Form 5500 filing — Citgo Petroleum Corporation Medical, Dental, Vision And Life Insurance Program For Hourly Employees
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 20241015201737NAL0030841681001) for Citgo Petroleum Corporation Medical, Dental, Vision And Life Insurance Program For Hourly Employees, reported by Citgo Petroleum Corporation under EIN 73-1173881 and plan number 518. It reports 1,533 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015201737NAL0030841681001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Citgo Petroleum Corporation
- EIN
- 73-1173881
- Plan number
- 518
- Location
- Houston, TX
- Participants
- 1,533
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $56,228,052
- Total liabilities (EOY)
- $2,599,848
- Net assets (EOY)
- $53,628,204
- Employer contributions
- $25,787,757
- Participant contributions
- $4,748,270
- Total income / additions
- $36,304,903
- Benefits paid
- $28,428,206
- Administrative expenses
- $2,133,701
- Total expenses
- $30,561,907
- Net increase / (decrease)
- $5,742,996
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| United Healthcare Services, Inc. | NONE | $1,916,661 | not reported in the loaded dataset |
| Metropolitan Life Insurance Company | NONE | $61,833 | not reported in the loaded dataset |
| Kpmg Llp | NONE | $57,000 | not reported in the loaded dataset |
| Mercer Human Resource Consulting | NONE | $36,342 | not reported in the loaded dataset |
| Thompson & Reuters (Tax & Acct) Inc | NONE | $13,374 | not reported in the loaded dataset |
| Fidelity Consulting | NONE | $9,548 | not reported in the loaded dataset |
| Innovative Legal Solutions | NONE | $8,688 | not reported in the loaded dataset |
| Medex Insurance Services | NONE | $7,476 | not reported in the loaded dataset |
| C2 Imaging | NONE | $6,092 | not reported in the loaded dataset |
| Questmark Information Management | NONE | $5,845 | not reported in the loaded dataset |
| Ernst & Young Llp | NONE | $5,060 | not reported in the loaded dataset |
| Bank Of Oklahoma, N.A. | NONE | $4,428 | $0 |