Retirement Savings 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, Retirement Savings Plan is a benefit plan reported by Petroleum Heat And Power Co., Inc. under EIN 06-1183025 and plan number 010. The latest loaded filing year is 2023. The filing reports 3,383 participants and $316,045,552 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
- 010
- Plan type
- 2
- Location
- Stamford, CT
- Latest filing year
- 2023
- Participants
- 3,383
- End-of-year plan assets
- $316,045,552
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,383 | H, C | 20241001104841NAL0013400130001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $316,045,552
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $316,045,552
- Net assets (BOY)
- $273,615,504
Income & contributions
- Employer contributions
- $8,399,446
- Participant contributions
- $11,684,533
- Total contributions
- $21,049,360
- Total income / additions
- $75,668,260
Expenses & distributions
- Benefits paid
- $32,819,166
- Administrative expenses
- $347,118
- Total expenses
- $33,238,212
- Net increase / (decrease)
- $42,430,048
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $212,236 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $109,507 | not reported in the loaded dataset | 2023 |
| Pkf O'Connor Davies, Llp | ACCOUNTANT/AUDITOR | $25,375 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Petroleum Heat And Power Co., Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Stamford, CT
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Pkf O'Connor Davies, Llp — Schedule C compensation