Heritage Petroleum, LLC Employee Benefit Plan — Form 5500 plan (Heritage Petroleum, 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, Heritage Petroleum, LLC Employee Benefit Plan is a benefit plan reported by Heritage Petroleum, LLC under EIN 35-2152995 and plan number 501. The latest loaded filing year is 2023. The filing reports 175 participants and not reported in the loaded dataset in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)Not reported
Participants175Covered participants reported
Assets / participantNot reported
Provider compensation$62.2K3 Schedule C provider row(s)$62,201
Plan sponsor
Heritage Petroleum, LLC
EIN
35-2152995
Plan number
501
Plan type
2
Location
Evansville, IN
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023175C20241127105353NAL0011373408001

Reported financial statement

This plan is loaded, but Schedule H / I financial-statement detail is not present for it in the current loaded dataset.

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Benecon GroupBROKER$27,705not reported in the loaded dataset2023
UmrADMIN$26,058not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$8,438not reported in the loaded dataset2023

Related Form 5500 pages