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Original filing (PDF)20251009065018NAL0003386147001
NUSTAR SERVICES COMPANY LLC
Form 5500
FILING_RECEIVED
NUSTAR PENSION PLAN
Defined-benefit pension plan
Signals · 3
50% in single holding~150 bps in Sched C feesNo recordkeeper disclosed
Active participants
766
Accounts w/ balance
—
Plan assets (EOY)
$159.6M
Net assets (EOY)
$158.6M
How this plan invests
This plan
5 pooled trusts
Schedule D
5 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
82
/ 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
55
Participation health
100
Knocking points off
- Top holding "Allspring Government Money Market Fund Money Market Fund" is 50% of plan.
- 150 bps in Schedule C fees — 1396% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NUSTAR SERVICES COMPANY LLC.
Plan sponsor
Name
NUSTAR SERVICES COMPANY LLC
EIN
47-5622749
Address
1300 MAIN STREET · HOUSTON, TX · 77002
Phone
(713) 989-7000
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
1C · Cash balance or similar hybrid DB
1I · Frozen plan — no new benefit accrual
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP, INC. | 42-1520346 | — | TRUSTEE | $52K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON CONSULTING INC | 22-2232264 | — | NONE | $2.1M | — |
| AON INVESTMENTS USA INC | 36-3109431 | — | NONE | $173K | — |
| LOCKE LORD LLP | 74-1164324 | — | NONE | $33K | — |
Investments
1 direct security · 5 pooled funds· $159.3M(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.
Common Collective Trust
$79.8M
5 holdings
Uncategorized
$79.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Allspring Government Money Market Fund Money Market Fund | — | — | $79.5M | $79.5M | 49.8% | |
| AON LONG CREDIT BOND FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 040 | Common Collective Trust | — | $35.2M | $35.4M | 22.1% | |
| AON LONG GOVERNMENT BOND INDEX FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 042 | Common Collective Trust | — | $29.6M | $28.8M | 18.1% | |
| AON INTERMEDIATE CREDIT BOND FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 038 | Common Collective Trust | — | $8.5M | $8.7M | 5.4% | |
| AON INTERMEDIATE GOVT BD INDEX FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 043 | Common Collective Trust | — | $7.0M | $7.0M | 4.4% | |
| PRINCIPAL BLACKROCK S&P 500 INDEX N PRINCIPAL · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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