Plan5500

Petroleum Heat And Power Co., Inc. Retirement Plan — Form 5500 plan (Petroleum Heat And Power Co., Inc.)

Plain-English plan 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, Petroleum Heat And Power Co., Inc. Retirement Plan is a benefit plan reported by Petroleum Heat And Power Co., Inc. under EIN 06-1183025 and plan number 005. The latest loaded filing year is 2023. The filing reports 821 participants and $47,374,693 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Petroleum Heat And Power Co., Inc.
EIN
06-1183025
Plan number
005
Plan type
2
Location
Stamford, CT
Latest filing year
2023
Participants
821
End-of-year plan assets
$47,374,693

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023821H, C20241001114701NAL0003230211001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$47,374,693
Total liabilities (EOY)
$7,538
Net assets (EOY)
$47,367,155
Net assets (BOY)
$44,287,096

Income & contributions

Employer contributions
$0
Total contributions
$0
Total income / additions
$3,800,266

Expenses & distributions

Benefits paid
$3,521,685
Administrative expenses
$574,362
Total expenses
$4,096,047
Net increase / (decrease)
-$295,781

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Willis Towers Watson Us LLCNONE$342,787not reported in the loaded dataset2023
The Vanguard Group, Inc.NONE$133,899not reported in the loaded dataset2023
Pkf O'Connor Davies, LlpNONE$25,200not reported in the loaded dataset2023

Related Form 5500 pages