Plan5500

United Refining Company Pension Plan For Hourly Employees — Form 5500 plan (United Refining Company)

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, United Refining Company Pension Plan For Hourly Employees is a benefit plan reported by United Refining Company under EIN 25-1411751 and plan number 001. The latest loaded filing year is 2023. The filing reports 312 participants and $39,214,921 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
United Refining Company
EIN
25-1411751
Plan number
001
Plan type
2
Location
Warren, PA
Latest filing year
2023
Participants
312
End-of-year plan assets
$39,214,921

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023312H, C20241014163221NAL0027867153001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$39,214,921
Total liabilities (EOY)
$39,214,921
Net assets (EOY)
$0
Net assets (BOY)
$38,589,763

Income & contributions

Total contributions
$0
Total income / additions
-$2,738,609

Expenses & distributions

Benefits paid
$2,421,449
Administrative expenses
$330,527
Total expenses
$2,751,976
Net increase / (decrease)
-$5,490,585

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Willis Towers WatsonACTUARY$85,247not reported in the loaded dataset2023
Bank Of AmericaTRUSTEE$58,740not reported in the loaded dataset2023
Comperio Retirement ConsultingCONSULTING$9,375not reported in the loaded dataset2023
Columbia Advisory GroupINVESTMENT MANAGER$7,617not reported in the loaded dataset2023
MfsINVESTMENT MANAGEMENT$6,889not reported in the loaded dataset2023
Tygh Capital ManagementINVESTMENT MANAGER$5,294not reported in the loaded dataset2023

Related Form 5500 pages