Citgo Petroleum Corporation Medical, Dental, Vision And Life Insurance Program For Hourly Employees — 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 Medical, Dental, Vision And Life Insurance Program For Hourly Employees is a benefit plan reported by Citgo Petroleum Corporation under EIN 73-1173881 and plan number 518. The latest loaded filing year is 2023. The filing reports 1,533 participants and $56,228,052 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
- 518
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 1,533
- End-of-year plan assets
- $56,228,052
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,533 | H, C | 20241015201737NAL0030841681001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $56,228,052
- Total liabilities (EOY)
- $2,599,848
- Net assets (EOY)
- $53,628,204
- Net assets (BOY)
- $47,885,208
Income & contributions
- Employer contributions
- $25,787,757
- Participant contributions
- $4,748,270
- Total contributions
- $30,536,027
- Total income / additions
- $36,304,903
Expenses & distributions
- Benefits paid
- $28,428,206
- Administrative expenses
- $2,133,701
- Total expenses
- $30,561,907
- Net increase / (decrease)
- $5,742,996
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| United Healthcare Services, Inc. | NONE | $1,916,661 | not reported in the loaded dataset | 2023 |
| Metropolitan Life Insurance Company | NONE | $61,833 | not reported in the loaded dataset | 2023 |
| Kpmg Llp | NONE | $57,000 | not reported in the loaded dataset | 2023 |
| Mercer Human Resource Consulting | NONE | $36,342 | not reported in the loaded dataset | 2023 |
| Thompson & Reuters (Tax & Acct) Inc | NONE | $13,374 | not reported in the loaded dataset | 2023 |
| Fidelity Consulting | NONE | $9,548 | not reported in the loaded dataset | 2023 |
| Innovative Legal Solutions | NONE | $8,688 | not reported in the loaded dataset | 2023 |
| Medex Insurance Services | NONE | $7,476 | not reported in the loaded dataset | 2023 |
| C2 Imaging | NONE | $6,092 | not reported in the loaded dataset | 2023 |
| Questmark Information Management | NONE | $5,845 | not reported in the loaded dataset | 2023 |
| Ernst & Young Llp | NONE | $5,060 | not reported in the loaded dataset | 2023 |
| Bank Of Oklahoma, N.A. | NONE | $4,428 | $0 | 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
- United Healthcare Services, Inc. — Schedule C compensation
- Metropolitan Life Insurance Company — Schedule C compensation
- Kpmg Llp — Schedule C compensation
- Mercer Human Resource Consulting — Schedule C compensation
- Thompson & Reuters (Tax & Acct) Inc — Schedule C compensation
- Fidelity Consulting — Schedule C compensation
- Innovative Legal Solutions — Schedule C compensation
- Medex Insurance Services — Schedule C compensation
- C2 Imaging — Schedule C compensation
- Questmark Information Management — Schedule C compensation
- Ernst & Young Llp — Schedule C compensation
- Bank Of Oklahoma, N.A. — Schedule C compensation