# United Refining Company DB Plan
Source: https://planprovider.pro/companies/united-refining-company-plan-002

> United Refining Company's DB plan: 0 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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](https://planprovider.pro/provider/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|

## Similar Plans

- [American Refining Group, INC.](https://planprovider.pro/companies/american-refining-group-inc-401k-plan) — 325 participants

- [United Refining Company](https://planprovider.pro/companies/united-refining-company-401k-plan) — 348 participants

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/united-refining-company-plan-002)

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