2023 Form 5500 filing — Alon Usa Pension 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 20241023171732NAL0002812355001) for Alon Usa Pension Plan, reported by Alon Usa Gp, LLC under EIN 22-3879832 and plan number 001. It reports 909 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241023171732NAL0002812355001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Alon Usa Gp, LLC
- EIN
- 22-3879832
- Plan number
- 001
- Location
- Brentwood, TN
- Participants
- 909
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $104,206,636
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $104,206,636
- Total income / additions
- $8,061,350
- Benefits paid
- $5,847,737
- Administrative expenses
- $149,167
- Total expenses
- $5,996,904
- Net increase / (decrease)
- $2,064,446
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Global Investors, LLC | INVESTMENT ADVISORY | $36,137 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $25,286 | $0 |