Plan Snapshot
- Plan Sponsor: United Refining Company
- Sponsor EIN: 251411751
- Sponsor Address: 15 BRADLEY STREET, WARREN, PA, 16365
- Plan Type: DB
- Total Participants: 0
- Total Assets: $39.2M
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. |
|---|---|---|---|---|
| 2023 | 0 | $39.2M | $0 | $0 |
| 2022 | 114 | $38.6M | $0 | $0 |
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 |
|---|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | $70,113 | — | $70,113 |
| WILLIS TOWERS WATSON | ACTUARY | $49,319 | — | $49,319 |
| COLUMBIA ADVISORY GROUP | INVESTMENT MANAGER | $11,151 | — | $11,151 |
| MFS | INVESTMENT MANAGEMENT | $10,153 | — | $10,153 |
| TYGH CAPITAL MANAGEMENT | INVESTMENT MANAGER | $7,438 | — | $7,438 |
| LVBW LLP | AUDITOR | $6,000 | — | $6,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LVBW LLP — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $154,174
- Estimated Expense Ratio: 0.393% 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 |
|---|---|---|---|---|---|
| 2023 | $330,527 | $19,800 | — | — | — |
| 2022 | $395,715 | $28,742 | — | — | $55,319 |