What public Form 5500 filings show about the United Refining Company 401(k) plan — and how to find and check your own account.
United Refining Company (EIN 25-1411751) reports UNITED REFINING COMPANY INCENTIVE SAVINGS PLAN FOR SALARIED EMPLOYEES on its most recent Form 5500, with $133.8M in plan assets across 851 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full United Refining Company filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Merrill (Bank of America), based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your United Refining Company 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): LVBW LLP, WILLIS TOWERS WATSON US, WILLIS TOWERS WATSON DELAWARE, BANK OF AMERICA, MFS, COLUMBIA ADVISORY GROUP.
