Citgo Petroleum Corporation Defined Contribution Master Trust — Form 5500 plan (Citgo Petroleum Corporation)
Plain-English plan 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, Citgo Petroleum Corporation Defined Contribution Master Trust is a benefit plan reported by Citgo Petroleum Corporation under EIN 04-6814720 and plan number 008. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $1,198,865,502 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Citgo Petroleum Corporation
- EIN
- 04-6814720
- Plan number
- 008
- Plan type
- 4
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $1,198,865,502
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241015184055NAL0050921456001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,198,865,502
- Total liabilities (EOY)
- $600,938
- Net assets (EOY)
- $1,198,264,564
- Net assets (BOY)
- $1,037,240,996
Income & contributions
- Total contributions
- $0
- Total income / additions
- $194,542,202
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $339,238
- Total expenses
- $339,238
- Net increase / (decrease)
- $194,202,964
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fiioc, Inc. | NONE | $141,711 | $0 | 2023 |
| Jp Morgan Chase Bank N.A. | NONE | $28,837 | not reported in the loaded dataset | 2023 |
| Prudential Insurance Co. Of America | NONE | $25,341 | not reported in the loaded dataset | 2023 |
| Nationwide Life Insurance Company | NONE | $23,369 | not reported in the loaded dataset | 2023 |
| Transamerica Premier Life | NONE | $23,299 | not reported in the loaded dataset | 2023 |
| American General Life Insurance Co. | NONE | $21,334 | not reported in the loaded dataset | 2023 |
| Metropolitan Life Insurance Co. | NONE | $20,714 | not reported in the loaded dataset | 2023 |
| Pacific Life Insurance Company | NONE | $20,377 | not reported in the loaded dataset | 2023 |
| Lincoln National Life Insurance Co. | NONE | $13,674 | not reported in the loaded dataset | 2023 |
| Massachusetts Mutual | NONE | $10,631 | not reported in the loaded dataset | 2023 |
| State Street Bank And Trust | NONE | $9,951 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Citgo Petroleum Corporation
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Fiioc, Inc. — Schedule C compensation
- Jp Morgan Chase Bank N.A. — Schedule C compensation
- Prudential Insurance Co. Of America — Schedule C compensation
- Nationwide Life Insurance Company — Schedule C compensation
- Transamerica Premier Life — Schedule C compensation
- American General Life Insurance Co. — Schedule C compensation
- Metropolitan Life Insurance Co. — Schedule C compensation
- Pacific Life Insurance Company — Schedule C compensation
- Lincoln National Life Insurance Co. — Schedule C compensation
- Massachusetts Mutual — Schedule C compensation
- State Street Bank And Trust — Schedule C compensation