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Original filing (PDF)20251015132907NAL0002487683001

HOUSTON REFINING LP

Form 5500
FILING_RECEIVED
HOUSTON REFINING LP RETIREMENT PLAN FOR REPRESENTED EMPLOYEES
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
224
Accounts w/ balance
—
Plan assets (EOY)
$75.1M
Net assets (EOY)
$75.0M
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)
88
/ 100
Grade A
Top-tier plan health
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
80
Vendor stack
80
Participation health
100
Knocking points off
  • 20 bps in Schedule C fees — modestly above peer band of 16 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 HOUSTON REFINING LP.
Plan sponsor
Name
HOUSTON REFINING LP
EIN
76-0395303
Address
2800 POST OAK BLVD, SUITE 5100 · HOUSTON, TX · 77056
Phone
(713) 309-7200
Industry
Manufacturingsee all
Plan administrator
Name
BENEFITS ADMINISTRATIVE COMMITTEE
EIN
20-3443655
City
HOUSTON, TX
Phone
(713) 309-7200
Plan characteristics
Plan number
061
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
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

2 rows
Other
2
NameEINLocationRelationDirect compIndirect comp
WILLIS TOWERS WATSON US LLC53-0181291—NONE$104K—
TELUS HEALTH (US) LTD.52-1883918—NONE$46K—

Investments

1 pooled fund· $68.1M(91% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

InvestmentTypeCurrent value% of plan
LYONDELLBASELL MASTER TRUST
LYONDELL CHEMICAL COMPANY · EIN 95-4160558 / PN 009
Master Trust
$68.1M90.7%

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