2023 Form 5500 filing — Houston Refining Lp 401(K) And Savings Plan For Represented Employees
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 20240927151026NAL0002287617001) for Houston Refining Lp 401(K) And Savings Plan For Represented Employees, reported by Houston Refining Lp under EIN 76-0395303 and plan number 065. It reports 496 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927151026NAL0002287617001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Houston Refining Lp
- EIN
- 76-0395303
- Plan number
- 065
- Location
- Houston, TX
- Participants
- 496
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $93,837,460
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $93,837,460
- Employer contributions
- $1,580,040
- Participant contributions
- $4,187,282
- Total income / additions
- $23,345,941
- Benefits paid
- $11,349,662
- Administrative expenses
- $75,178
- Total expenses
- $11,451,225
- Net increase / (decrease)
- $11,894,716
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pwc | ACCOUNTANT/AUDITOR | $26,000 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $23,039 | not reported in the loaded dataset |
| Fid Inv Inst Ops Co | RECORDKEEPER | $21,768 | $0 |
| Ubs Financial Services Inc | INV MGMT | $5,589 | not reported in the loaded dataset |