2023 Form 5500 filing — Nustar Thrift Plan
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 20240731090848NAL0014167763001) for Nustar Thrift Plan, reported by Nustar Services Company LLC under EIN 47-5622749 and plan number 002. It reports 1,417 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731090848NAL0014167763001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Nustar Services Company LLC
- EIN
- 47-5622749
- Plan number
- 002
- Location
- San Antonio, TX
- Participants
- 1,417
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $328,639,604
- Net assets (EOY)
- $328,639,604
- Employer contributions
- $7,385,912
- Participant contributions
- $13,095,813
- Total income / additions
- $74,576,137
- Benefits paid
- $20,508,179
- Administrative expenses
- $196,594
- Total expenses
- $20,704,773
- Net increase / (decrease)
- $53,871,364
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $172,384 | not reported in the loaded dataset |
| Avid Wealth Partners LLC | NONE | $24,087 | not reported in the loaded dataset |
| Strategy Marketplace LLC | NONE | $13,010 | not reported in the loaded dataset |
| Fisher Investments | NONE | $11,595 | not reported in the loaded dataset |
| Resources Investment Advisors | NONE | $9,750 | not reported in the loaded dataset |
| Dynamic Wealth Advisors | NONE | $5,458 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $1,699 | $5 |