Hf Sinclair Corporation Legacy Puget Sound Refinery 401(K) 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 Legacy Puget Sound Refinery 401(K) Plan is a benefit plan reported by Hf Sinclair Corporation under EIN 87-2092143 and plan number 003. The latest loaded filing year is 2023. The filing reports 344 participants and $34,668,929 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$34.7MPlan net assets, end of year$34,668,929
Participants344Covered participants reported
Assets / participant$100.8KComputed: assets ÷ participants$100,782 (computed)
Provider compensation$44.5K2 Schedule C provider row(s)$44,518
- Plan sponsor
- Hf Sinclair Corporation
- EIN
- 87-2092143
- Plan number
- 003
- Plan type
- 2
- Location
- Dallas, TX
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 344 | H, C | 20241012073209NAL0011659859001 |
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)$34.7M total assets
Net assets$34.7MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $34,668,929
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,668,929
- Net assets (BOY)
- $18,173,338
Income & contributions
- Employer contributions
- $8,049,380
- Participant contributions
- $5,762,059
- Total contributions
- $14,007,012
- Total income / additions
- $18,674,458
Expenses & distributions
- Benefits paid
- $990,075
- Administrative expenses
- $41,594
- Total expenses
- $1,031,669
- Net increase / (decrease)
- $17,642,789
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.
58%42%
Employer 58%Participant 42%
Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income5%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $25,067 | $3,200 | 2023 |
| Edelman Financial Engines, LLC | INV ADV, PARTICIPANTS | $16,251 | not reported in the loaded dataset | 2023 |