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: $0
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 | 0 | $0 | $0 | $0 |
| 2023 | 287 | $103.1M | $0 | $0 |
| 2022 | 177 | $59.7M | $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 |
|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | ACTUARY | $222,422 | — | $222,422 |
| BANK OF AMERICA | TRUSTEE | $178,494 | — | $178,494 |
| LVBW LLP | Auditor | $28,750 | — | $28,750 |
| COLUMBIA ADVISORY GROUP | INVESTMENT MANAGER | $23,610 | — | $23,610 |
| MFS | INVESTMENT MANAGER | $21,330 | — | $21,330 |
| COMPERIO RETIREMENT CONSULTING | CONSULTING FEES | $18,750 | — | $18,750 |
| TYGH CAPITAL MANAGEMENT INC. | INVESTMENT MANAGER | $16,426 | — | $16,426 |
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: $509,782
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 | -$95,888,907 | — | — | $28,750 | — |
| 2023 | $100,592,184 | $30,683 | — | — | — |
| 2022 | $450,119 | $70,097 | — | — | $75,996 |