Employees' Health Care Plan Of Pennzoil Quaker State Company — Form 5500 plan (Pennzoil-Quaker State 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, Employees' Health Care Plan Of Pennzoil Quaker State Company is a benefit plan reported by Pennzoil-Quaker State Company under EIN 76-0200625 and plan number 502. The latest loaded filing year is 2023. The filing reports 818 participants and $680,289 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pennzoil-Quaker State Company
- EIN
- 76-0200625
- Plan number
- 502
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 818
- End-of-year plan assets
- $680,289
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 818 | H, C | 20240613124541NAL0030502417001 |
| 2023 | 713 | H, C | 20250620120718NAL0003872721001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $732,342
- Total liabilities (EOY)
- $422,374
- Net assets (EOY)
- $309,968
- Net assets (BOY)
- $440,480
Income & contributions
- Employer contributions
- $5,420,841
- Participant contributions
- $74,997
- Total contributions
- $5,495,838
- Total income / additions
- $5,606,376
Expenses & distributions
- Benefits paid
- $5,579,264
- Administrative expenses
- $157,624
- Total expenses
- $5,736,888
- Net increase / (decrease)
- -$130,512
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Highmark Blueshield | NONE | $155,537 | not reported in the loaded dataset | 2023 |
| Ernst & Young Llp | NONE | $113,000 | not reported in the loaded dataset | 2023 |
| United Healthcare Insurance Company | NONE | $101,942 | not reported in the loaded dataset | 2023 |
| United Healthcare Insurance Company | NONE | $77,926 | not reported in the loaded dataset | 2023 |
| Mcconnell & Jones Llp | NONE | $60,000 | not reported in the loaded dataset | 2023 |
| Aon Consulting, Inc. | NONE | $11,600 | not reported in the loaded dataset | 2023 |
| Aon Consulting Inc. | NONE | $9,800 | not reported in the loaded dataset | 2023 |
| Wells Fargo | NONE | $7,254 | not reported in the loaded dataset | 2023 |
| Principal Trust Company | NONE | $6,065 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pennzoil-Quaker State Company
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Highmark Blueshield — Schedule C compensation
- Ernst & Young Llp — Schedule C compensation
- United Healthcare Insurance Company — Schedule C compensation
- Mcconnell & Jones Llp — Schedule C compensation
- Aon Consulting, Inc. — Schedule C compensation
- Wells Fargo — Schedule C compensation
- Principal Trust Company — Schedule C compensation