Citgo Petroleum Corporation Employees' Retirement And Savings Plan — Form 5500 plan (Citgo Petroleum Corporation)

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, Citgo Petroleum Corporation Employees' Retirement And Savings Plan is a benefit plan reported by Citgo Petroleum Corporation under EIN 73-1173881 and plan number 003. The latest loaded filing year is 2023. The filing reports 3,189 participants and $924,978,030 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Citgo Petroleum Corporation
EIN
73-1173881
Plan number
003
Plan type
2
Location
Houston, TX
Latest filing year
2023
Participants
3,189
End-of-year plan assets
$924,978,030

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,189H, C20241220160632NAL0003523555001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$924,978,030
Total liabilities (EOY)
$0
Net assets (EOY)
$924,978,030
Net assets (BOY)
$803,810,527

Income & contributions

Employer contributions
$30,879,862
Participant contributions
$31,340,210
Total contributions
$70,507,046
Total income / additions
$219,210,658

Expenses & distributions

Benefits paid
$97,920,303
Administrative expenses
$122,852
Total expenses
$98,043,155
Net increase / (decrease)
$121,167,503

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic AdvisorsNONE$94,494not reported in the loaded dataset2023
Fiioc, Inc.NONE$28,358$02023

Related Form 5500 pages