Plan5500

The Retirement Plan For Union Employees Of U.S. Oil & Refining Co. — Form 5500 plan (Par Petroleum LLC)

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, The Retirement Plan For Union Employees Of U.S. Oil & Refining Co. is a benefit plan reported by Par Petroleum LLC under EIN 46-2908645 and plan number 002. The latest loaded filing year is 2023. The filing reports 210 participants and $20,271,271 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Par Petroleum LLC
EIN
46-2908645
Plan number
002
Plan type
2
Location
Houston, TX
Latest filing year
2023
Participants
210
End-of-year plan assets
$20,271,271

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023210H, C20241009112827NAL0010564883001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,271,271
Total liabilities (EOY)
$0
Net assets (EOY)
$20,271,271
Net assets (BOY)
$18,650,958

Income & contributions

Employer contributions
$0
Total contributions
$0
Total income / additions
$2,454,210

Expenses & distributions

Benefits paid
$774,808
Administrative expenses
$59,089
Total expenses
$833,897
Net increase / (decrease)
$1,620,313

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lockton Investment Advisors, LLCFINANCIAL ADVISOR$38,929not reported in the loaded dataset2023
John Hancock Retirement Plan SrvcsRECORDKEEPER$0$02023

Related Form 5500 pages