Employees' Thrift Plan Of Citgo Petroleum Corporation — 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, Employees' Thrift Plan Of Citgo Petroleum Corporation is a benefit plan reported by Citgo Petroleum Corporation under EIN 73-1173881 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,028 participants and $289,968,653 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Citgo Petroleum Corporation
EIN
73-1173881
Plan number
001
Plan type
2
Location
Houston, TX
Latest filing year
2023
Participants
2,028
End-of-year plan assets
$289,968,653

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,028H, C20241220160849NAL0004023635001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$289,968,653
Total liabilities (EOY)
$0
Net assets (EOY)
$289,968,653
Net assets (BOY)
$248,840,239

Income & contributions

Employer contributions
$11,075,771
Participant contributions
$13,572,282
Total contributions
$25,999,016
Total income / additions
$72,323,661

Expenses & distributions

Benefits paid
$31,116,723
Administrative expenses
$78,524
Total expenses
$31,195,247
Net increase / (decrease)
$41,128,414

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic AdvisorsNONE$50,386not reported in the loaded dataset2023
FiiocNONE$28,138$02023

Related Form 5500 pages