Houston Refining Lp 401(K) And Savings 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 401(K) And Savings Plan For Represented Employees is a benefit plan reported by Houston Refining Lp under EIN 76-0395303 and plan number 065. The latest loaded filing year is 2023. The filing reports 496 participants and $93,837,460 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Houston Refining Lp
- EIN
- 76-0395303
- Plan number
- 065
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 496
- End-of-year plan assets
- $93,837,460
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 496 | H, C | 20240927151026NAL0002287617001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $93,837,460
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $93,837,460
- Net assets (BOY)
- $82,568,957
Income & contributions
- Employer contributions
- $1,580,040
- Participant contributions
- $4,187,282
- Total contributions
- $5,965,155
- Total income / additions
- $23,345,941
Expenses & distributions
- Benefits paid
- $11,349,662
- Administrative expenses
- $75,178
- Total expenses
- $11,451,225
- Net increase / (decrease)
- $11,894,716
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pwc | ACCOUNTANT/AUDITOR | $26,000 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $23,039 | not reported in the loaded dataset | 2023 |
| Fid Inv Inst Ops Co | RECORDKEEPER | $21,768 | $0 | 2023 |
| Ubs Financial Services Inc | INV MGMT | $5,589 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Houston Refining Lp
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Pwc — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Fid Inv Inst Ops Co — Schedule C compensation
- Ubs Financial Services Inc — Schedule C compensation