Houston Refining Lp Retirement Plan For Represented Employees — Form 5500 plan (Houston Refining Lp)

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, Houston Refining Lp Retirement Plan For Represented Employees is a benefit plan reported by Houston Refining Lp under EIN 76-0395303 and plan number 061. The latest loaded filing year is 2023. The filing reports 529 participants and $67,487,403 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$67.5MPlan net assets, end of year$67,484,667
Participants529Covered participants reported
Assets / participant$127.6KComputed: assets ÷ participants$127,575 (computed)
Provider compensation$153.4K3 Schedule C provider row(s)$153,382
Plan sponsor
Houston Refining Lp
EIN
76-0395303
Plan number
061
Plan type
2
Location
Houston, TX
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    529 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$67.5M total assets
Net assets$67.5MLiabilities$2.7K
Money in vs. money out
Total income / additions$10.5M
Total expenses$3.6M
Benefits paid / distributions$3M
Contributions
Employer$5.5M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$67,487,403
Total liabilities (EOY)
$2,736
Net assets (EOY)
$67,484,667
Net assets (BOY)
$60,585,074

Income & contributions

Employer contributions
$5,547,290
Total contributions
$5,547,290
Total income / additions
$10,489,300

Expenses & distributions

Benefits paid
$3,040,633
Administrative expenses
$549,074
Total expenses
$3,589,707
Net increase / (decrease)
$6,899,593
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income29%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    NONE · Direct $97.2K
  2. 2
    NONE · Direct $32.2K
  3. 3
    NONE · Direct $24K

Related Form 5500 pages