United Refining Company Incentive Savings Plan For Salaried Employees — Form 5500 plan (United Refining Company)
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, United Refining Company Incentive Savings Plan For Salaried Employees is a benefit plan reported by United Refining Company under EIN 25-1411751 and plan number 004. The latest loaded filing year is 2023. The filing reports 538 participants and $75,345,011 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Refining Company
- EIN
- 25-1411751
- Plan number
- 004
- Plan type
- 2
- Location
- Warren, PA
- Latest filing year
- 2023
- Participants
- 538
- End-of-year plan assets
- $75,345,011
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 538 | H, C | 20241014165516NAL0045384992001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $75,345,011
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $75,345,011
- Net assets (BOY)
- $66,206,133
Income & contributions
- Employer contributions
- $1,902,078
- Participant contributions
- $3,115,509
- Total contributions
- $5,360,161
- Total income / additions
- $15,230,885
Expenses & distributions
- Benefits paid
- $6,402,567
- Administrative expenses
- $17,283
- Total expenses
- $6,436,152
- Net increase / (decrease)
- $8,794,733
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson Us LLC | CONSULTANT | $12,922 | not reported in the loaded dataset | 2023 |
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $2,700 | $0 | 2023 |
| Willis Towers Watson Delaware Inc. | CONSULTANT | $1,661 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Refining Company
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Warren, PA
- Willis Towers Watson Us LLC — Schedule C compensation
- Merrill Lynch, Pierce, Fenner And S — Schedule C compensation
- Willis Towers Watson Delaware Inc. — Schedule C compensation