Citgo Petroleum Corporation Salaried Employees' Pension 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 Salaried Employees' Pension Plan is a benefit plan reported by Citgo Petroleum Corporation under EIN 73-1173881 and plan number 004. The latest loaded filing year is 2023. The filing reports 5,406 participants and $817,534,912 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
- 004
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 5,406
- End-of-year plan assets
- $817,534,912
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,406 | H, C | 20241015194523NAL0017134051001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $817,534,912
- Total liabilities (EOY)
- $290,900
- Net assets (EOY)
- $817,244,012
- Net assets (BOY)
- $728,455,469
Income & contributions
- Employer contributions
- $47,400,000
- Total contributions
- $47,400,000
- Total income / additions
- $139,351,621
Expenses & distributions
- Benefits paid
- $45,392,975
- Administrative expenses
- $5,170,103
- Total expenses
- $50,563,078
- Net increase / (decrease)
- $88,788,543
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson | NONE | $459,359 | not reported in the loaded dataset | 2023 |
| Mercer | NONE | $450,833 | not reported in the loaded dataset | 2023 |
| Bokf, Na Dba Bank Of Texas | NONE | $153,569 | not reported in the loaded dataset | 2023 |
| Aon | NONE | $77,236 | not reported in the loaded dataset | 2023 |
| Kpmg | NONE | $68,000 | not reported in the loaded dataset | 2023 |
| Curcio Webb, LLC | NONE | $20,493 | not reported in the loaded dataset | 2023 |
| Ey | NONE | $5,228 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Citgo Petroleum Corporation
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Willis Towers Watson — Schedule C compensation
- Mercer — Schedule C compensation
- Bokf, Na Dba Bank Of Texas — Schedule C compensation
- Aon — Schedule C compensation
- Kpmg — Schedule C compensation
- Curcio Webb, LLC — Schedule C compensation
- Ey — Schedule C compensation