2023 Form 5500 filing — Refinery Terminal Fire Company Money Purchase 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 20241031085810NAL0001017555001) for Refinery Terminal Fire Company Money Purchase Pension Plan, reported by Refinery Terminal Fire Company under EIN 74-1073223 and plan number 001. It reports 113 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241031085810NAL0001017555001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Refinery Terminal Fire Company
- EIN
- 74-1073223
- Plan number
- 001
- Location
- Corpus Christi, TX
- Participants
- 113
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,401,192
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,401,192
- Employer contributions
- $1,284,561
- Total income / additions
- $3,527,332
- Benefits paid
- $967,021
- Administrative expenses
- $0
- Total expenses
- $967,021
- Net increase / (decrease)
- $2,560,311
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Securities, Inc. | RIA | $69,089 | not reported in the loaded dataset |
| John Hancock Life Insurance Company | RECORDKEEPER | $1,082 | not reported in the loaded dataset |