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Original filing (PDF)20250926151244NAL0011971187001
HOUSTON REFINING LP
Form 5500
FILING_RECEIVED
HOUSTON REFINING LP 401(K) AND SAVINGS PLAN FOR REPRESENTED EMPLOYEES
401(k) retirement plan
Signals · 1
98% in single holding
Active participants
365
Accounts w/ balance
452
Plan assets (EOY)
$110.1M
Net assets (EOY)
$110.1M
How this plan invests
This plan
1 pooled trust
Schedule D
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "INVESTMENT Lyondell Chemical Company, Equistar INTEREST IN THE Chemicals, LP, and Houston Refining LP MASTER TRUST Master Trust" is 98% of plan.
Helping the score
- Below-peer total fees (6 bps vs 10 bps peer median).
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
065
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-26
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2R · Participant-directed brokerage (SDBA)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $21K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $21K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRICEWATERHOUSECOOPERS | 13-4008324 | — | ACCOUTANT/AUDITOR | $22K | — |
Investments
1 direct security · 1 pooled fund· $110.1M(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.
Master Trust
$108.0M
1 holding
Uncategorized
$2.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LYONDELL,EQUISTAR,HOUSTON REFIN MT LYONDELLCH,EQUISTARCH, HOUSTON REFIN · EIN 04-3452906 / PN 001 | Master Trust | — | — | $108.0M | 98.1% | |
| PARTICIPANT LOANS Interest rates ranging from 3.25%-8.50% | — | — | — | $2.1M | 1.9% |
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