2023 Form 5500 filing — Employees' Thrift Plan Of Citgo Petroleum Corporation

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 20241220160849NAL0004023635001) for Employees' Thrift Plan Of Citgo Petroleum Corporation, reported by Citgo Petroleum Corporation under EIN 73-1173881 and plan number 001. It reports 2,028 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241220160849NAL0004023635001
Filing year
2023
Form type
2
Plan sponsor
Citgo Petroleum Corporation
EIN
73-1173881
Plan number
001
Location
Houston, TX
Participants
2,028
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$289,968,653
Total liabilities (EOY)
$0
Net assets (EOY)
$289,968,653
Employer contributions
$11,075,771
Participant contributions
$13,572,282
Total income / additions
$72,323,661
Benefits paid
$31,116,723
Administrative expenses
$78,524
Total expenses
$31,195,247
Net increase / (decrease)
$41,128,414
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Strategic AdvisorsNONE$50,386not reported in the loaded dataset
FiiocNONE$28,138$0

Related Form 5500 pages