2023 Form 5500 filing — United Refining Company Incentive Savings Plan For Salaried 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 20241014165516NAL0045384992001) for United Refining Company Incentive Savings Plan For Salaried Employees, reported by United Refining Company under EIN 25-1411751 and plan number 004. It reports 538 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014165516NAL0045384992001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- United Refining Company
- EIN
- 25-1411751
- Plan number
- 004
- Location
- Warren, PA
- Participants
- 538
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $75,345,011
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $75,345,011
- Employer contributions
- $1,902,078
- Participant contributions
- $3,115,509
- Total income / additions
- $15,230,885
- Benefits paid
- $6,402,567
- Administrative expenses
- $17,283
- Total expenses
- $6,436,152
- Net increase / (decrease)
- $8,794,733
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Us LLC | CONSULTANT | $12,922 | not reported in the loaded dataset |
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $2,700 | $0 |
| Willis Towers Watson Delaware Inc. | CONSULTANT | $1,661 | not reported in the loaded dataset |