2023 Form 5500 filing — Citgo Petroleum Corporation Salaried Employees' 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 20241015194523NAL0017134051001) for Citgo Petroleum Corporation Salaried Employees' Pension Plan, reported by Citgo Petroleum Corporation under EIN 73-1173881 and plan number 004. It reports 5,406 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015194523NAL0017134051001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Citgo Petroleum Corporation
- EIN
- 73-1173881
- Plan number
- 004
- Location
- Houston, TX
- Participants
- 5,406
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $817,534,912
- Total liabilities (EOY)
- $290,900
- Net assets (EOY)
- $817,244,012
- Employer contributions
- $47,400,000
- Total income / additions
- $139,351,621
- Benefits paid
- $45,392,975
- Administrative expenses
- $5,170,103
- Total expenses
- $50,563,078
- Net increase / (decrease)
- $88,788,543
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson | NONE | $459,359 | not reported in the loaded dataset |
| Mercer | NONE | $450,833 | not reported in the loaded dataset |
| Bokf, Na Dba Bank Of Texas | NONE | $153,569 | not reported in the loaded dataset |
| Aon | NONE | $77,236 | not reported in the loaded dataset |
| Kpmg | NONE | $68,000 | not reported in the loaded dataset |
| Curcio Webb, LLC | NONE | $20,493 | not reported in the loaded dataset |
| Ey | NONE | $5,228 | not reported in the loaded dataset |