2023 Form 5500 filing — United Refining Company Consolidated Pension 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 20241014162740NAL0027857473001) for United Refining Company Consolidated Pension Plan, reported by United Refining Company under EIN 25-1411751 and plan number 002. It reports 677 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014162740NAL0027857473001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- United Refining Company
- EIN
- 25-1411751
- Plan number
- 002
- Location
- Warren, PA
- Participants
- 677
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $103,108,123
- Total liabilities (EOY)
- $100,237,099
- Net assets (EOY)
- $2,871,024
- Total income / additions
- -$793,288
- Benefits paid
- $3,962,166
- Administrative expenses
- $100,592,184
- Total expenses
- $104,554,350
- Net increase / (decrease)
- -$105,347,638
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Us LLC | ACTUARY | $111,211 | not reported in the loaded dataset |
| Bank Of America | TRUSTEE | $89,247 | not reported in the loaded dataset |
| Columbia Advisory Group | INVESTMENT MANAGER | $11,805 | not reported in the loaded dataset |
| Mfs | INVESTMENT MANAGER | $10,665 | not reported in the loaded dataset |
| Comperio Retirement Consulting | CONSULTING FEES | $9,375 | not reported in the loaded dataset |
| Tygh Capital Management Inc. | INVESTMENT MANAGER | $8,213 | not reported in the loaded dataset |