2023 Form 5500 filing — Standard Oil Of Connecticut, Inc. 401(K) 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 20240911101359NAL0003568355001) for Standard Oil Of Connecticut, Inc. 401(K) Plan, reported by Standard Oil Of Connecticut, Inc. under EIN 06-0665104 and plan number 005. It reports 236 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240911101359NAL0003568355001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Standard Oil Of Connecticut, Inc.
- EIN
- 06-0665104
- Plan number
- 005
- Location
- Bridgeport, CT
- Participants
- 236
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,114,431
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,114,431
- Employer contributions
- $812,110
- Participant contributions
- $1,214,265
- Total income / additions
- $7,676,121
- Benefits paid
- $1,407,653
- Administrative expenses
- $64,639
- Total expenses
- $1,486,782
- Net increase / (decrease)
- $6,189,339
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $64,638 | $0 |
| Northwestern Mutual Investment Serv | OTHER SERVICES | $0 | $8,014 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |