Nustar Thrift Plan — Form 5500 plan (Nustar Services Company 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, Nustar Thrift Plan is a benefit plan reported by Nustar Services Company LLC under EIN 47-5622749 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,417 participants and $328,639,604 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Nustar Services Company LLC
- EIN
- 47-5622749
- Plan number
- 002
- Plan type
- 2
- Location
- San Antonio, TX
- Latest filing year
- 2023
- Participants
- 1,417
- End-of-year plan assets
- $328,639,604
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,417 | H, C | 20240731090848NAL0014167763001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $328,639,604
- Net assets (EOY)
- $328,639,604
- Net assets (BOY)
- $274,768,240
Income & contributions
- Employer contributions
- $7,385,912
- Participant contributions
- $13,095,813
- Total contributions
- $21,121,944
- Total income / additions
- $74,576,137
Expenses & distributions
- Benefits paid
- $20,508,179
- Administrative expenses
- $196,594
- Total expenses
- $20,704,773
- Net increase / (decrease)
- $53,871,364
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $172,384 | not reported in the loaded dataset | 2023 |
| Avid Wealth Partners LLC | NONE | $24,087 | not reported in the loaded dataset | 2023 |
| Strategy Marketplace LLC | NONE | $13,010 | not reported in the loaded dataset | 2023 |
| Fisher Investments | NONE | $11,595 | not reported in the loaded dataset | 2023 |
| Resources Investment Advisors | NONE | $9,750 | not reported in the loaded dataset | 2023 |
| Dynamic Wealth Advisors | NONE | $5,458 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $1,699 | $5 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Nustar Services Company LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in San Antonio, TX
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Avid Wealth Partners LLC — Schedule C compensation
- Strategy Marketplace LLC — Schedule C compensation
- Fisher Investments — Schedule C compensation
- Resources Investment Advisors — Schedule C compensation
- Dynamic Wealth Advisors — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation