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Original filing (PDF)20251015171210NAL0005224001001
CITGO PETROLEUM CORPORATION
Form 5500
FILING_RECEIVED
RETIREMENT PLAN OF CITGO PETROLEUM CORPORATION AND PARTICIPATING SUBSIDIARY COMPANIES
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed8 service providers
Active participants
1,649
Accounts w/ balance
—
Plan assets (EOY)
$489.1M
Net assets (EOY)
$488.9M
How this plan invests
This plan
1 collective trust
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
80
Participation health
100
Knocking points off
- 17 bps in Schedule C fees — 70% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
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 CITGO PETROLEUM CORPORATION.
Plan sponsor
Name
CITGO PETROLEUM CORPORATION
EIN
73-1173881
Address
PO BOX 4689 · HOUSTON, TX · 772104689
Phone
(832) 486-4000
Industry
Manufacturingsee all
Plan administrator
Name
BENEFIT PLANS COMMITTEE
EIN
73-1195676
City
HOUSTON, TX
Phone
(832) 486-4000
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KPMG LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsOther
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON | 52-1868818 | — | NONE | $422K | — |
| MERCER | 20-1932099 | — | NONE | $243K | — |
| AON CONSULTING INC. | 22-2232264 | — | NONE | $65K | — |
| ALIGHT SOLUTIONS, LLC | 36-2235791 | — | NONE | $50K | — |
| BOKF, NA DBA BANK OF TEXAS | 73-0780382 | — | NONE | $28K | — |
| CURCIO WEBB, LLC | 36-4171366 | — | NONE | $10K | — |
| INNOVATIVE LEGAL SOLUTIONS, INC. | 76-0739552 | — | NONE | $8K | — |
| EY | 34-6565596 | — | NONE | $5K | — |
Investments
1 pooled fund· $484.0M(99% 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 |
|---|---|---|---|
| DEFINED BENEFIT MASTER TRUST CITGO PETROLEUM CORPORATION · EIN 56-1819750 / PN 007 | Master Trust | $484.0M | 99.0% |