Citgo Petroleum Corporation Medical, Dental, Vision And Life Insurance Program For Salaried Employees — 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 Medical, Dental, Vision And Life Insurance Program For Salaried Employees is a benefit plan reported by Citgo Petroleum Corporation under EIN 73-1173881 and plan number 515. The latest loaded filing year is 2023. The filing reports 2,726 participants and $16,061,753 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
515
Plan type
2
Location
Houston, TX
Latest filing year
2023
Participants
2,726
End-of-year plan assets
$16,061,753

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,726H, C20241015203154NAL0030867073001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,061,753
Total liabilities (EOY)
$4,578,687
Net assets (EOY)
$11,483,066
Net assets (BOY)
$13,890,163

Income & contributions

Employer contributions
$43,333,714
Participant contributions
$8,533,688
Total contributions
$51,867,402
Total income / additions
$59,547,487

Expenses & distributions

Benefits paid
$58,525,380
Administrative expenses
$3,429,204
Total expenses
$61,954,584
Net increase / (decrease)
-$2,407,097

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
United Healthcare Services, Inc.NONE$2,851,257not reported in the loaded dataset2023
Mercer Human Resource ConsultingNONE$242,754not reported in the loaded dataset2023
Metropolitan Life Insurance CompanyNONE$102,448not reported in the loaded dataset2023
Kpmg, LlpNONE$92,000not reported in the loaded dataset2023
Thompson & Reuters (Tax & Acct) IncNONE$20,061not reported in the loaded dataset2023
Fidelity ConsultingNONE$15,443not reported in the loaded dataset2023
Medex Insurance Services, Inc.NONE$12,474not reported in the loaded dataset2023
Innovative Legal SolutionsNONE$11,322not reported in the loaded dataset2023
C2 ImagingNONE$10,518not reported in the loaded dataset2023
Questmark Information ManagementNONE$10,456not reported in the loaded dataset2023
Ernst & Young LlpNONE$5,060not reported in the loaded dataset2023
Bank Of OklahomaNONE$4,212$02023

Related Form 5500 pages