Plan5500

Alon Usa Pension Plan — Form 5500 plan (Alon Usa Gp, LLC)

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, Alon Usa Pension Plan is a benefit plan reported by Alon Usa Gp, LLC under EIN 22-3879832 and plan number 001. The latest loaded filing year is 2023. The filing reports 909 participants and $104,206,636 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Alon Usa Gp, LLC
EIN
22-3879832
Plan number
001
Plan type
2
Location
Brentwood, TN
Latest filing year
2023
Participants
909
End-of-year plan assets
$104,206,636

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023909H, C20241023171732NAL0002812355001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$104,206,636
Total liabilities (EOY)
$0
Net assets (EOY)
$104,206,636
Net assets (BOY)
$102,142,190

Income & contributions

Total contributions
$0
Total income / additions
$8,061,350

Expenses & distributions

Benefits paid
$5,847,737
Administrative expenses
$149,167
Total expenses
$5,996,904
Net increase / (decrease)
$2,064,446

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Global Investors, LLCINVESTMENT ADVISORY$36,137not reported in the loaded dataset2023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$25,286$02023

Related Form 5500 pages