2023 Form 5500 filing — Employees' Health Care Plan Of Pennzoil Quaker State Company
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240613124541NAL0030502417001) for Employees' Health Care Plan Of Pennzoil Quaker State Company, reported by Pennzoil-Quaker State Company under EIN 76-0200625 and plan number 502. It reports 818 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240613124541NAL0030502417001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pennzoil-Quaker State Company
- EIN
- 76-0200625
- Plan number
- 502
- Location
- Houston, TX
- Participants
- 818
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $732,342
- Total liabilities (EOY)
- $422,374
- Net assets (EOY)
- $309,968
- Employer contributions
- $5,420,841
- Participant contributions
- $74,997
- Total income / additions
- $5,606,376
- Benefits paid
- $5,579,264
- Administrative expenses
- $157,624
- Total expenses
- $5,736,888
- Net increase / (decrease)
- -$130,512
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Highmark Blueshield | NONE | $155,537 | not reported in the loaded dataset |
| Ernst & Young Llp | NONE | $113,000 | not reported in the loaded dataset |
| United Healthcare Insurance Company | NONE | $101,942 | not reported in the loaded dataset |
| United Healthcare Insurance Company | NONE | $77,926 | not reported in the loaded dataset |
| Mcconnell & Jones Llp | NONE | $60,000 | not reported in the loaded dataset |
| Aon Consulting, Inc. | NONE | $11,600 | not reported in the loaded dataset |
| Aon Consulting Inc. | NONE | $9,800 | not reported in the loaded dataset |
| Wells Fargo | NONE | $7,254 | not reported in the loaded dataset |
| Principal Trust Company | NONE | $6,065 | not reported in the loaded dataset |