Hf Sinclair Corporation 401(K) Retirement Savings Plan — Form 5500 plan (Hf Sinclair 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, Hf Sinclair Corporation 401(K) Retirement Savings Plan is a benefit plan reported by Hf Sinclair Corporation under EIN 87-2092143 and plan number 002. The latest loaded filing year is 2023. The filing reports 4,827 participants and $1,029,292,685 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hf Sinclair Corporation
- EIN
- 87-2092143
- Plan number
- 002
- Plan type
- 2
- Location
- Dallas, TX
- Latest filing year
- 2023
- Participants
- 4,827
- End-of-year plan assets
- $1,029,292,685
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,827 | H, C | 20241012072722NAL0013220083001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,029,292,685
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,029,292,685
- Net assets (BOY)
- $850,514,135
Income & contributions
- Employer contributions
- $64,617,884
- Participant contributions
- $54,043,197
- Total contributions
- $128,972,375
- Total income / additions
- $290,126,481
Expenses & distributions
- Benefits paid
- $111,962,199
- Administrative expenses
- $589,289
- Total expenses
- $112,564,434
- Net increase / (decrease)
- $177,562,047
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $413,510 | $34,203 | 2023 |
| Edelman Financial Engines, LLC | INV ADV, PARTICIPANTS | $167,976 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co, Inc. | BROKER/DEALER | $6,738 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hf Sinclair Corporation
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Dallas, TX
- Principal Life Insurance Company — Schedule C compensation
- Edelman Financial Engines, LLC — Schedule C compensation
- Charles Schwab & Co, Inc. — Schedule C compensation