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Original filing (PDF)20251015183532NAL0011048034001
CITGO PETROLEUM CORPORATION
Form 5500
FILING_RECEIVED
CITGO PETROLEUM CORPORATION MEDICAL, DENTAL, VISION AND LIFE INSURANCE PROGRAM FOR SALARIED EMPLOYEES
Health & welfare plan
Signals · 3
~4201 bps in Sched C feesNo recordkeeper disclosed9 service providers
Active participants
2,360
Accounts w/ balance
—
Plan assets (EOY)
$8.7M
Net assets (EOY)
$730K
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
- 4201 bps in Schedule C fees — 7979% above peer band of 52 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
515
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4I · Severance Pay
4Q · Other
Audit & trust (Schedule H)
Auditor
KPMG LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsOther
9| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNITED HEALTHCARE SERVICES, INC. | 41-1289245 | — | NONE | $3.4M | — |
| METROPOLITAN LIFE INSURANCE COMPANY | 13-5581829 | — | NONE | $115K | — |
| MERCER HUMAN RESOURCE CONSULTING | 13-2834414 | — | NONE | $51K | — |
| INNOVATIVE LEGAL CONSULTING | 76-0739552 | — | NONE | $28K | — |
| FIDELITY CONSULTING | 04-2647786 | — | NONE | $26K | — |
| THOMPSON & REUTERS (TAX & ACCT) INC | 75-1297386 | — | NONE | $22K | — |
| QUESTMARK INFORMATION MANAGEMENT | 76-0408235 | — | NONE | $15K | — |
| C2 IMAGING | 27-2304697 | — | NONE | $6K | — |
| ERNST & YOUNG LLP | 34-6565596 | — | NONE | $5K | — |
Investments
1 pooled fund· $2.4M(28% 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 |
|---|---|---|---|
| CITGO EMPLOYEES' BENEFIT TRUST CITGO PETROLEUM CORPORATION · EIN 73-1188322 / PN 603 | Master Trust | $2.4M | 27.7% |