# Citgo Petroleum Corporation Health & Welfare Plan
Source: https://planprovider.pro/companies/citgo-petroleum-corporation-731173881-518

> Citgo Petroleum Corporation's Health & Welfare plan: 1,379 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:** 518

- **Total Participants:** 1,379

- **Total Assets:** $33.7M

## 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|1,379|$33.7M|$996,700|$4.8M|

| 2023|1,351|$56.2M|$25.8M|$4.7M|

| 2022|1,293|$50.1M|$29.3M|$4.8M|

## 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|$1,976,251|—|$1,976,251|

| METROPOLITAN LIFE INSURANCE COMPANY|Other Service Provider|$69,254|—|$69,254|

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

| KPMG LLP|Auditor|$35,000|—|$35,000|

| INNOVATIVE LEGAL CONSULTING|Other Service Provider|$21,906|—|$21,906|

| THOMPSON & REUTERS (TAX & ACCT) INC|Other Service Provider|$14,781|—|$14,781|

| FIDELITY CONSULTING|Recordkeeper|$9,590|—|$9,590|

| QUESTMARK INFORMATION MANAGEMENT|Other Service Provider|$8,616|—|$8,616|

| 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

- [KPMG LLP](https://planprovider.pro/provider/kpmg-llp) — Auditor

- [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:** $2,191,296

- **Estimated Expense Ratio:** 6.511% 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|$2,198,494|—|$2,055,095|$35,000|—|

| 2023|$2,133,701|—|$1,988,042|$57,000|—|

| 2022|$2,129,960|—|$2,124,040|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/citgo-petroleum-corporation-731173881-518)

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