# Citgo Petroleum Corporation Health & Welfare Plan
Source: https://planprovider.pro/companies/citgo-petroleum-corporation-731173881-515

> Citgo Petroleum Corporation's Health & Welfare plan: 2,360 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Citgo Petroleum Corporation

- **Sponsor EIN:** 731173881

- **Sponsor Address:** PO BOX 4689, HOUSTON, TX, 772104689

- **Plan Type:** Health & Welfare

- **Plan Number:** 515

- **Total Participants:** 2,360

- **Total Assets:** $8.7M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|2,360|$8.7M|$49.6M|$8.9M|

| 2023|2,287|$16.1M|$43.3M|$8.5M|

| 2022|2,136|$17.7M|$50.8M|$8.7M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| UNITED HEALTHCARE SERVICES, INC.|Other Service Provider|$3,380,012|—|$3,380,012|

| METROPOLITAN LIFE INSURANCE COMPANY|Other Service Provider|$115,413|—|$115,413|

| MERCER HUMAN RESOURCE CONSULTING|Investment Advisor|$50,838|—|$50,838|

| INNOVATIVE LEGAL CONSULTING|Other Service Provider|$27,621|—|$27,621|

| FIDELITY CONSULTING|Recordkeeper|$26,029|—|$26,029|

| THOMPSON & REUTERS (TAX & ACCT) INC|Other Service Provider|$22,172|—|$22,172|

| QUESTMARK INFORMATION MANAGEMENT|Other Service Provider|$14,585|—|$14,585|

| C2 IMAGING|Other Service Provider|$6,434|—|$6,434|

| ERNST & YOUNG LLP|Auditor|$5,060|—|$5,060|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MERCER HUMAN RESOURCE CONSULTING](https://planprovider.pro/provider/mercer-advisors) — Investment Advisor

- [FIDELITY CONSULTING](https://planprovider.pro/provider/fidelity-investments) — Recordkeeper

- [ERNST & YOUNG LLP](https://planprovider.pro/provider/ernst-and-young-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $3,648,164

- **Estimated Expense Ratio:** 42.008% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$3,977,453|—|$3,521,454|—|—|

| 2023|$3,429,204|—|$2,969,148|$92,000|—|

| 2022|$3,319,533|—|$3,313,899|—|—|

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