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Original filing (PDF)20251010123128NAL0007719585001
MARATHON PETROLEUM COMPANY LP
Form 5500
FILING_RECEIVED
SPEEDWAY RETIREMENT PLAN
Defined-benefit pension plan
Signals · 1
6 service providers
Active participants
61
Accounts w/ balance
—
Plan assets (EOY)
$123.7M
Net assets (EOY)
$123.7M
How this plan invests
This plan
2 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
75
Participation health
100
Knocking points off
- 31 bps in Schedule C fees — 212% above peer band of 10 bps.
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARATHON PETROLEUM COMPANY LP.
Plan sponsor
Name
MARATHON PETROLEUM COMPANY LP
EIN
31-1537655
Address
539 SOUTH MAIN STREET · FINDLAY, OH · 45840
Phone
(419) 422-2121
Industry
Retail Tradesee all
Plan administrator
Name
DUANE F BOECKER PLAN ADMINISTRATOR
EIN
93-3402507
City
FINDLAY, OH
Phone
(419) 422-2121
Plan characteristics
Plan number
007
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
1I · Frozen plan — no new benefit accrual
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GJC CPAS & ADVISORS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHERN TRUST COMPANY | 36-1561860 | — | TRUSTEE | $104K | — |
Other
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLACKROCK FINANCIAL MANAGEMENT, INC | 13-3806691 | — | NONE | $230K | — |
| AON INVESTMENT CONSULTING LLC | 22-2232264 | — | NONE | $17K | — |
| R.V. KUHNS & ASSOCIATES | 93-0910652 | — | NONE | $17K | — |
| BLACKROCK | 94-3112180 | — | NONE | $12K | — |
| HAMILTON LANE ADVISORS, LLC | 23-2962336 | — | NONE | $5K | — |
Investments
2 pooled funds· $123.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| MARATHON PETROL. MASTER RET. TRUST MARATHON PETROLEUM COMPANY LP · EIN 46-6645355 / PN 101 | Master Trust | $121.5M | 98.2% |
| MARATHON PETROLEUM GROUP TRUST MARATHON PETROLEUM COMPANY LP · EIN 27-6011802 / PN 102 | Master Trust | $2.2M | 1.8% |