Plan Name | HOUSTON REFINING LP 401(K) AND SAVINGS PLAN FOR REPRESENTED EMPLOYEES |
Plan identification number | 065 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | HOUSTON REFINING LP |
Employer identification number (EIN): | 760395303 |
NAIC Classification: | 324110 |
NAIC Description: | Petroleum Refineries |
Additional information about HOUSTON REFINING LP
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 1998-12-31 |
Company Identification Number: | 0011608011 |
Legal Registered Office Address: |
PO BOX 3205 HOUSTON United States of America (USA) 77253 |
More information about HOUSTON REFINING LP
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
065 | 2023-01-01 | ||||
065 | 2022-01-01 | ||||
065 | 2021-01-01 | ||||
065 | 2020-01-01 | ||||
065 | 2019-01-01 | ||||
065 | 2018-01-01 | ||||
065 | 2017-01-01 | BECKI PATTERSON HOLMES | |||
065 | 2016-01-01 | BECKI PATTERSON HOLMES | |||
065 | 2015-01-01 | BECKI PATTERSON HOLMES | |||
065 | 2014-01-01 | PEGGY J. PFISTER | |||
065 | 2013-01-01 | PEGGY J. PFISTER | |||
065 | 2012-01-01 | PEGGY J. PFISTER | |||
065 | 2011-01-01 | PEGGY J. PFISTER | PEGGY J. PFISTER | 2012-09-28 | |
065 | 2009-01-01 | MARIE-CLAIRE ABELANET | MARIE-CLAIRE ABELANET | 2010-10-14 |
Measure | Date | Value |
---|---|---|
2023: HOUSTON REFINING LP 401(K) AND SAVINGS PLAN FOR REPRESENTED EMPLOYEES 2023 401k membership | ||
Total participants, beginning-of-year | 2023-01-01 | 496 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 392 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 103 |
Total of all active and inactive participants | 2023-01-01 | 496 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 1 |
Total participants | 2023-01-01 | 497 |
Number of participants with account balances | 2023-01-01 | 468 |
2022: HOUSTON REFINING LP 401(K) AND SAVINGS PLAN FOR REPRESENTED EMPLOYEES 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 482 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 378 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 116 |
Total of all active and inactive participants | 2022-01-01 | 494 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 2 |
Total participants | 2022-01-01 | 496 |
Number of participants with account balances | 2022-01-01 | 472 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: HOUSTON REFINING LP 401(K) AND SAVINGS PLAN FOR REPRESENTED EMPLOYEES 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 502 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 405 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 73 |
Total of all active and inactive participants | 2021-01-01 | 480 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 2 |
Total participants | 2021-01-01 | 482 |
Number of participants with account balances | 2021-01-01 | 480 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: HOUSTON REFINING LP 401(K) AND SAVINGS PLAN FOR REPRESENTED EMPLOYEES 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 525 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 437 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 61 |
Total of all active and inactive participants | 2020-01-01 | 500 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 2 |
Total participants | 2020-01-01 | 502 |
Number of participants with account balances | 2020-01-01 | 498 |
2019: HOUSTON REFINING LP 401(K) AND SAVINGS PLAN FOR REPRESENTED EMPLOYEES 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 544 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 457 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 64 |
Total of all active and inactive participants | 2019-01-01 | 523 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 2 |
Total participants | 2019-01-01 | 525 |
Number of participants with account balances | 2019-01-01 | 516 |
2018: HOUSTON REFINING LP 401(K) AND SAVINGS PLAN FOR REPRESENTED EMPLOYEES 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 507 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 484 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 57 |
Total of all active and inactive participants | 2018-01-01 | 541 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 3 |
Total participants | 2018-01-01 | 544 |
Number of participants with account balances | 2018-01-01 | 525 |
2017: HOUSTON REFINING LP 401(K) AND SAVINGS PLAN FOR REPRESENTED EMPLOYEES 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 490 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 447 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 59 |
Total of all active and inactive participants | 2017-01-01 | 506 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 1 |
Total participants | 2017-01-01 | 507 |
Number of participants with account balances | 2017-01-01 | 492 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: HOUSTON REFINING LP 401(K) AND SAVINGS PLAN FOR REPRESENTED EMPLOYEES 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 518 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 433 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 54 |
Total of all active and inactive participants | 2016-01-01 | 487 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 3 |
Total participants | 2016-01-01 | 490 |
Number of participants with account balances | 2016-01-01 | 474 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: HOUSTON REFINING LP 401(K) AND SAVINGS PLAN FOR REPRESENTED EMPLOYEES 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 500 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 438 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 76 |
Total of all active and inactive participants | 2015-01-01 | 516 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 2 |
Total participants | 2015-01-01 | 518 |
Number of participants with account balances | 2015-01-01 | 494 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: HOUSTON REFINING LP 401(K) AND SAVINGS PLAN FOR REPRESENTED EMPLOYEES 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 526 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 449 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 48 |
Total of all active and inactive participants | 2014-01-01 | 499 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 1 |
Total participants | 2014-01-01 | 500 |
Number of participants with account balances | 2014-01-01 | 481 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: HOUSTON REFINING LP 401(K) AND SAVINGS PLAN FOR REPRESENTED EMPLOYEES 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 494 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 477 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 47 |
Total of all active and inactive participants | 2013-01-01 | 525 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 1 |
Total participants | 2013-01-01 | 526 |
Number of participants with account balances | 2013-01-01 | 505 |
2012: HOUSTON REFINING LP 401(K) AND SAVINGS PLAN FOR REPRESENTED EMPLOYEES 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 680 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 450 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 41 |
Total of all active and inactive participants | 2012-01-01 | 493 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 1 |
Total participants | 2012-01-01 | 494 |
Number of participants with account balances | 2012-01-01 | 479 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 2 |
2011: HOUSTON REFINING LP 401(K) AND SAVINGS PLAN FOR REPRESENTED EMPLOYEES 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 617 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 671 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 8 |
Total of all active and inactive participants | 2011-01-01 | 679 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 1 |
Total participants | 2011-01-01 | 680 |
Number of participants with account balances | 2011-01-01 | 436 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: HOUSTON REFINING LP 401(K) AND SAVINGS PLAN FOR REPRESENTED EMPLOYEES 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 588 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 585 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
Total of all active and inactive participants | 2009-01-01 | 585 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 585 |
Number of participants with account balances | 2009-01-01 | 457 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2023 : HOUSTON REFINING LP 401(K) AND SAVINGS PLAN FOR REPRESENTED EMPLOYEES 2023 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
Total transfer of assets to this plan | 2023-12-31 | $29 |
Total transfer of assets from this plan | 2023-12-31 | $626,242 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
Total income from all sources (including contributions) | 2023-12-31 | $23,345,941 |
Total loss/gain on sale of assets | 2023-12-31 | $0 |
Total of all expenses incurred | 2023-12-31 | $11,451,225 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $11,349,662 |
Expenses. Certain deemed distributions of participant loans | 2023-12-31 | $26,385 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $5,965,155 |
Value of total assets at end of year | 2023-12-31 | $93,837,460 |
Value of total assets at beginning of year | 2023-12-31 | $82,568,957 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $75,178 |
Total interest from all sources | 2023-12-31 | $110,980 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
Value of fidelity bond cover | 2023-12-31 | $8,500,000 |
If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
Contributions received from participants | 2023-12-31 | $4,187,282 |
Participant contributions at end of year | 2023-12-31 | $2,205,304 |
Participant contributions at beginning of year | 2023-12-31 | $2,813,496 |
Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $197,833 |
Administrative expenses (other) incurred | 2023-12-31 | $20,550 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
Value of net income/loss | 2023-12-31 | $11,894,716 |
Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $93,837,460 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $82,568,957 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
Investment advisory and management fees | 2023-12-31 | $28,628 |
Interest on participant loans | 2023-12-31 | $110,980 |
Value of interest in master investment trust accounts at end of year | 2023-12-31 | $91,603,527 |
Value of interest in master investment trust accounts at beginning of year | 2023-12-31 | $79,706,802 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
Contributions received in cash from employer | 2023-12-31 | $1,580,040 |
Employer contributions (assets) at end of year | 2023-12-31 | $28,629 |
Employer contributions (assets) at beginning of year | 2023-12-31 | $48,659 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $11,349,662 |
Did the plan have assets held for investment | 2023-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
Accountancy firm name | 2023-12-31 | PRICEWATERHOUSECOOPERS |
Accountancy firm EIN | 2023-12-31 | 134008324 |
2022 : HOUSTON REFINING LP 401(K) AND SAVINGS PLAN FOR REPRESENTED EMPLOYEES 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $1,959 |
Total transfer of assets from this plan | 2022-12-31 | $2,281,176 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-12,329,439 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $12,649,418 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $12,579,694 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $41,561 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $7,233,919 |
Value of total assets at end of year | 2022-12-31 | $82,568,957 |
Value of total assets at beginning of year | 2022-12-31 | $109,827,031 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $28,163 |
Total interest from all sources | 2022-12-31 | $125,705 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $56,639,895 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $4,608,861 |
Participant contributions at end of year | 2022-12-31 | $2,813,496 |
Participant contributions at beginning of year | 2022-12-31 | $3,368,307 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $680,632 |
Administrative expenses (other) incurred | 2022-12-31 | $2,477 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-24,978,857 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $82,568,957 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $109,827,031 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $25,686 |
Interest on participant loans | 2022-12-31 | $125,705 |
Value of interest in master investment trust accounts at end of year | 2022-12-31 | $79,706,802 |
Value of interest in master investment trust accounts at beginning of year | 2022-12-31 | $106,427,448 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $1,944,426 |
Employer contributions (assets) at end of year | 2022-12-31 | $48,659 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $31,276 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $12,579,694 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | PRICEWATERHOUSECOOPERS |
Accountancy firm EIN | 2022-12-31 | 134008324 |
2021 : HOUSTON REFINING LP 401(K) AND SAVINGS PLAN FOR REPRESENTED EMPLOYEES 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets from this plan | 2021-12-31 | $1,327,854 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $20,356,392 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $11,381,733 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $11,397,163 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $26,317 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $6,940,752 |
Value of total assets at end of year | 2021-12-31 | $109,827,031 |
Value of total assets at beginning of year | 2021-12-31 | $102,180,226 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $-41,747 |
Total interest from all sources | 2021-12-31 | $144,273 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $56,639,895 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $4,757,170 |
Participant contributions at end of year | 2021-12-31 | $3,368,307 |
Participant contributions at beginning of year | 2021-12-31 | $3,499,145 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $183,380 |
Administrative expenses (other) incurred | 2021-12-31 | $-62,447 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $8,974,659 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $109,827,031 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $102,180,226 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $20,700 |
Interest on participant loans | 2021-12-31 | $144,273 |
Value of interest in master investment trust accounts at end of year | 2021-12-31 | $106,427,448 |
Value of interest in master investment trust accounts at beginning of year | 2021-12-31 | $98,636,033 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $2,000,202 |
Employer contributions (assets) at end of year | 2021-12-31 | $31,276 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $45,048 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $11,397,163 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | PRICEWATERHOUSECOOPERS |
Accountancy firm EIN | 2021-12-31 | 134008324 |
2020 : HOUSTON REFINING LP 401(K) AND SAVINGS PLAN FOR REPRESENTED EMPLOYEES 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets from this plan | 2020-12-31 | $370,617 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $23,360,122 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $12,571,620 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $12,619,535 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $1,769 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $7,853,312 |
Value of total assets at end of year | 2020-12-31 | $102,180,226 |
Value of total assets at beginning of year | 2020-12-31 | $91,762,341 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $-49,684 |
Total interest from all sources | 2020-12-31 | $175,153 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $61,390,369 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $4,855,212 |
Participant contributions at end of year | 2020-12-31 | $3,499,145 |
Participant contributions at beginning of year | 2020-12-31 | $3,574,854 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $868,429 |
Administrative expenses (other) incurred | 2020-12-31 | $-67,388 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $10,788,502 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $102,180,226 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $91,762,341 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $17,704 |
Interest on participant loans | 2020-12-31 | $175,153 |
Value of interest in master investment trust accounts at end of year | 2020-12-31 | $98,636,033 |
Value of interest in master investment trust accounts at beginning of year | 2020-12-31 | $88,148,447 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $2,129,671 |
Employer contributions (assets) at end of year | 2020-12-31 | $45,048 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $39,040 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $12,619,535 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | PRICEWATERHOUSECOOPERS |
Accountancy firm EIN | 2020-12-31 | 134008324 |
2019 : HOUSTON REFINING LP 401(K) AND SAVINGS PLAN FOR REPRESENTED EMPLOYEES 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets from this plan | 2019-12-31 | $1,346,977 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $23,390,913 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $9,510,651 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $9,534,758 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $3,013 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $7,398,255 |
Value of total assets at end of year | 2019-12-31 | $91,762,341 |
Value of total assets at beginning of year | 2019-12-31 | $79,229,056 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $-27,120 |
Total interest from all sources | 2019-12-31 | $152,330 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $55,949,690 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $4,984,446 |
Participant contributions at end of year | 2019-12-31 | $3,574,854 |
Participant contributions at beginning of year | 2019-12-31 | $3,003,631 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $388,663 |
Other income not declared elsewhere | 2019-12-31 | $7,725 |
Administrative expenses (other) incurred | 2019-12-31 | $-47,986 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $13,880,262 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $91,762,341 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $79,229,056 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $20,866 |
Interest on participant loans | 2019-12-31 | $152,330 |
Value of interest in master investment trust accounts at end of year | 2019-12-31 | $88,148,447 |
Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $76,188,846 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $2,025,146 |
Employer contributions (assets) at end of year | 2019-12-31 | $39,040 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $36,579 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $9,534,758 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | PRICEWATERHOUSECOOPERS |
Accountancy firm EIN | 2019-12-31 | 134008324 |
2018 : HOUSTON REFINING LP 401(K) AND SAVINGS PLAN FOR REPRESENTED EMPLOYEES 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets from this plan | 2018-12-31 | $1,190,392 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $2,761,705 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $6,157,618 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $6,161,473 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $48,832 |
Value of total corrective distributions | 2018-12-31 | $614 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $6,589,403 |
Value of total assets at end of year | 2018-12-31 | $79,229,056 |
Value of total assets at beginning of year | 2018-12-31 | $83,815,361 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $-53,301 |
Total interest from all sources | 2018-12-31 | $127,226 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $57,334,847 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $4,521,645 |
Participant contributions at end of year | 2018-12-31 | $3,003,631 |
Participant contributions at beginning of year | 2018-12-31 | $3,186,255 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $312,114 |
Administrative expenses (other) incurred | 2018-12-31 | $-72,079 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-3,395,913 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $79,229,056 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $83,815,361 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $18,778 |
Interest on participant loans | 2018-12-31 | $127,226 |
Value of interest in master investment trust accounts at end of year | 2018-12-31 | $76,188,846 |
Value of interest in master investment trust accounts at beginning of year | 2018-12-31 | $80,606,701 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $1,755,644 |
Employer contributions (assets) at end of year | 2018-12-31 | $36,579 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $22,405 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $6,161,473 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | PRICEWATERHOUSECOOPERS |
Accountancy firm EIN | 2018-12-31 | 134008324 |
2017 : HOUSTON REFINING LP 401(K) AND SAVINGS PLAN FOR REPRESENTED EMPLOYEES 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $413,278 |
Total transfer of assets from this plan | 2017-12-31 | $716,095 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $18,404,415 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $7,473,200 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $7,413,734 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $69,948 |
Value of total corrective distributions | 2017-12-31 | $1,330 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $6,228,557 |
Value of total assets at end of year | 2017-12-31 | $83,815,361 |
Value of total assets at beginning of year | 2017-12-31 | $73,186,963 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $-11,812 |
Total interest from all sources | 2017-12-31 | $110,735 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $59,662,500 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $3,979,575 |
Participant contributions at end of year | 2017-12-31 | $3,186,255 |
Participant contributions at beginning of year | 2017-12-31 | $3,225,708 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $653,576 |
Administrative expenses (other) incurred | 2017-12-31 | $-26,730 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $10,931,215 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $83,815,361 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $73,186,963 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $14,918 |
Interest on participant loans | 2017-12-31 | $110,735 |
Value of interest in master investment trust accounts at end of year | 2017-12-31 | $80,606,701 |
Value of interest in master investment trust accounts at beginning of year | 2017-12-31 | $69,937,568 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $1,595,406 |
Employer contributions (assets) at end of year | 2017-12-31 | $22,405 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $23,687 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $7,413,734 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | PRICEWATERHOUSECOOPERS |
Accountancy firm EIN | 2017-12-31 | 134008324 |
2016 : HOUSTON REFINING LP 401(K) AND SAVINGS PLAN FOR REPRESENTED EMPLOYEES 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets from this plan | 2016-12-31 | $1,533,791 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $10,011,013 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $5,401,504 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $5,402,624 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $14,818 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $5,393,702 |
Value of total assets at end of year | 2016-12-31 | $73,186,963 |
Value of total assets at beginning of year | 2016-12-31 | $70,111,245 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $-15,938 |
Total interest from all sources | 2016-12-31 | $81,038 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $52,300,160 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $3,500,601 |
Participant contributions at end of year | 2016-12-31 | $3,225,708 |
Participant contributions at beginning of year | 2016-12-31 | $3,663,642 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $366,174 |
Administrative expenses (other) incurred | 2016-12-31 | $-26,171 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $4,609,509 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $73,186,963 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $70,111,245 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $10,233 |
Interest on participant loans | 2016-12-31 | $81,038 |
Value of interest in master investment trust accounts at end of year | 2016-12-31 | $69,937,568 |
Value of interest in master investment trust accounts at beginning of year | 2016-12-31 | $66,447,603 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $1,526,927 |
Employer contributions (assets) at end of year | 2016-12-31 | $23,687 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $5,402,624 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | PRICEWATERHOUSECOOPERS |
Accountancy firm EIN | 2016-12-31 | 134008324 |
2015 : HOUSTON REFINING LP 401(K) AND SAVINGS PLAN FOR REPRESENTED EMPLOYEES 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets from this plan | 2015-12-31 | $197,209 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $3,737,872 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $7,490,996 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $7,127,365 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $179,811 |
Value of total corrective distributions | 2015-12-31 | $177,671 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $4,197,017 |
Value of total assets at end of year | 2015-12-31 | $70,111,245 |
Value of total assets at beginning of year | 2015-12-31 | $74,061,578 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $6,149 |
Total interest from all sources | 2015-12-31 | $45,248 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $60,775,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $2,597,603 |
Participant contributions at end of year | 2015-12-31 | $3,663,642 |
Participant contributions at beginning of year | 2015-12-31 | $3,733,549 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $463,290 |
Administrative expenses (other) incurred | 2015-12-31 | $-1,951 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-3,753,124 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $70,111,245 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $74,061,578 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $8,100 |
Interest on participant loans | 2015-12-31 | $45,248 |
Value of interest in master investment trust accounts at end of year | 2015-12-31 | $66,447,603 |
Value of interest in master investment trust accounts at beginning of year | 2015-12-31 | $70,292,319 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $1,136,124 |
Employer contributions (assets) at end of year | 2015-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $35,710 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $7,127,365 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | PRICEWATERHOUSECOOPERS |
Accountancy firm EIN | 2015-12-31 | 134008324 |
2014 : HOUSTON REFINING LP 401(K) AND SAVINGS PLAN FOR REPRESENTED EMPLOYEES 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets from this plan | 2014-12-31 | $1,059,549 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $8,537,395 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $9,846,098 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $9,835,867 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $5,235,241 |
Value of total assets at end of year | 2014-12-31 | $74,061,578 |
Value of total assets at beginning of year | 2014-12-31 | $76,429,830 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $10,231 |
Total interest from all sources | 2014-12-31 | $121,416 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $60,775,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $3,477,352 |
Participant contributions at end of year | 2014-12-31 | $3,733,549 |
Participant contributions at beginning of year | 2014-12-31 | $3,827,498 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $200,382 |
Administrative expenses (other) incurred | 2014-12-31 | $8,668 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $-1,308,703 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $74,061,578 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $76,429,830 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $1,563 |
Interest on participant loans | 2014-12-31 | $121,416 |
Value of interest in master investment trust accounts at end of year | 2014-12-31 | $70,292,319 |
Value of interest in master investment trust accounts at beginning of year | 2014-12-31 | $72,554,574 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $1,557,507 |
Employer contributions (assets) at end of year | 2014-12-31 | $35,710 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $47,758 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $9,835,867 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | PRICEWATERHOUSECOOPERS |
Accountancy firm EIN | 2014-12-31 | 134008324 |
2013 : HOUSTON REFINING LP 401(K) AND SAVINGS PLAN FOR REPRESENTED EMPLOYEES 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total transfer of assets from this plan | 2013-12-31 | $251,924 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $15,538,166 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $5,326,261 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $5,297,722 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $13,847 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $5,142,591 |
Value of total assets at end of year | 2013-12-31 | $76,429,830 |
Value of total assets at beginning of year | 2013-12-31 | $66,469,849 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $14,692 |
Total interest from all sources | 2013-12-31 | $129,145 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $68,875,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $3,423,728 |
Participant contributions at end of year | 2013-12-31 | $3,827,498 |
Participant contributions at beginning of year | 2013-12-31 | $4,106,712 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $161,696 |
Administrative expenses (other) incurred | 2013-12-31 | $14,692 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $10,211,905 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $76,429,830 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $66,469,849 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Interest on participant loans | 2013-12-31 | $129,145 |
Value of interest in master investment trust accounts at end of year | 2013-12-31 | $72,554,574 |
Value of interest in master investment trust accounts at beginning of year | 2013-12-31 | $62,336,970 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $1,557,167 |
Employer contributions (assets) at end of year | 2013-12-31 | $47,758 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $26,167 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $5,297,722 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | PRICEWATERHOUSECOOPERS |
Accountancy firm EIN | 2013-12-31 | 134008324 |
2012 : HOUSTON REFINING LP 401(K) AND SAVINGS PLAN FOR REPRESENTED EMPLOYEES 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total transfer of assets from this plan | 2012-12-31 | $1,384,427 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $10,818,195 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $3,228,774 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $3,263,925 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $-51,125 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $4,747,505 |
Value of total assets at end of year | 2012-12-31 | $66,469,849 |
Value of total assets at beginning of year | 2012-12-31 | $60,264,855 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $15,974 |
Total interest from all sources | 2012-12-31 | $135,386 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $65,945,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $3,189,904 |
Participant contributions at end of year | 2012-12-31 | $4,106,712 |
Participant contributions at beginning of year | 2012-12-31 | $3,869,142 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $132,232 |
Administrative expenses (other) incurred | 2012-12-31 | $15,974 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $7,589,421 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $66,469,849 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $60,264,855 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Interest on participant loans | 2012-12-31 | $135,386 |
Value of interest in master investment trust accounts at end of year | 2012-12-31 | $62,336,970 |
Value of interest in master investment trust accounts at beginning of year | 2012-12-31 | $56,087,931 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $1,425,369 |
Employer contributions (assets) at end of year | 2012-12-31 | $26,167 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $307,782 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $3,263,925 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | PRICEWATERHOUSECOOPERS |
Accountancy firm EIN | 2012-12-31 | 134008324 |
2011 : HOUSTON REFINING LP 401(K) AND SAVINGS PLAN FOR REPRESENTED EMPLOYEES 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total transfer of assets to this plan | 2011-12-31 | $0 |
Total transfer of assets from this plan | 2011-12-31 | $647,157 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $2,979,497 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $4,171,547 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $4,205,464 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $-50,686 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $4,576,462 |
Value of total assets at end of year | 2011-12-31 | $60,264,855 |
Value of total assets at beginning of year | 2011-12-31 | $62,104,062 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $16,769 |
Total interest from all sources | 2011-12-31 | $141,164 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $51,756,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $2,890,205 |
Participant contributions at end of year | 2011-12-31 | $3,869,142 |
Participant contributions at beginning of year | 2011-12-31 | $3,970,791 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $109,942 |
Administrative expenses (other) incurred | 2011-12-31 | $16,769 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-1,192,050 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $60,264,855 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $62,104,062 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Interest on participant loans | 2011-12-31 | $141,164 |
Value of interest in master investment trust accounts at end of year | 2011-12-31 | $56,087,931 |
Value of interest in master investment trust accounts at beginning of year | 2011-12-31 | $58,133,271 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $1,576,315 |
Employer contributions (assets) at end of year | 2011-12-31 | $307,782 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $4,205,464 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | PRICEWATERHOUSECOOPERS |
Accountancy firm EIN | 2011-12-31 | 134008324 |
2010 : HOUSTON REFINING LP 401(K) AND SAVINGS PLAN FOR REPRESENTED EMPLOYEES 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total transfer of assets from this plan | 2010-12-31 | $255,514 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $9,355,565 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $7,105,621 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $7,040,838 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $47,301 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $3,179,713 |
Value of total assets at end of year | 2010-12-31 | $62,104,062 |
Value of total assets at beginning of year | 2010-12-31 | $60,109,632 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $17,482 |
Total interest from all sources | 2010-12-31 | $177,285 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $56,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $2,459,134 |
Participant contributions at end of year | 2010-12-31 | $3,970,791 |
Participant contributions at beginning of year | 2010-12-31 | $4,256,707 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $7,439 |
Administrative expenses (other) incurred | 2010-12-31 | $17,482 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $2,249,944 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $62,104,062 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $60,109,632 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Interest on participant loans | 2010-12-31 | $177,285 |
Value of interest in master investment trust accounts at end of year | 2010-12-31 | $58,133,271 |
Value of interest in master investment trust accounts at beginning of year | 2010-12-31 | $55,852,925 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $713,140 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $7,040,838 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | PRICEWATERHOUSECOOPERS |
Accountancy firm EIN | 2010-12-31 | 134008324 |
2009 : HOUSTON REFINING LP 401(K) AND SAVINGS PLAN FOR REPRESENTED EMPLOYEES 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2023: HOUSTON REFINING LP 401(K) AND SAVINGS PLAN FOR REPRESENTED EMPLOYEES 2023 form 5500 responses | ||
---|---|---|
2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | Submission has been amended | No |
2023-01-01 | This submission is the final filing | No |
2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2023-01-01 | Plan is a collectively bargained plan | Yes |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: HOUSTON REFINING LP 401(K) AND SAVINGS PLAN FOR REPRESENTED EMPLOYEES 2022 form 5500 responses | ||
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | Yes |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: HOUSTON REFINING LP 401(K) AND SAVINGS PLAN FOR REPRESENTED EMPLOYEES 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: HOUSTON REFINING LP 401(K) AND SAVINGS PLAN FOR REPRESENTED EMPLOYEES 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: HOUSTON REFINING LP 401(K) AND SAVINGS PLAN FOR REPRESENTED EMPLOYEES 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: HOUSTON REFINING LP 401(K) AND SAVINGS PLAN FOR REPRESENTED EMPLOYEES 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: HOUSTON REFINING LP 401(K) AND SAVINGS PLAN FOR REPRESENTED EMPLOYEES 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: HOUSTON REFINING LP 401(K) AND SAVINGS PLAN FOR REPRESENTED EMPLOYEES 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: HOUSTON REFINING LP 401(K) AND SAVINGS PLAN FOR REPRESENTED EMPLOYEES 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: HOUSTON REFINING LP 401(K) AND SAVINGS PLAN FOR REPRESENTED EMPLOYEES 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: HOUSTON REFINING LP 401(K) AND SAVINGS PLAN FOR REPRESENTED EMPLOYEES 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: HOUSTON REFINING LP 401(K) AND SAVINGS PLAN FOR REPRESENTED EMPLOYEES 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: HOUSTON REFINING LP 401(K) AND SAVINGS PLAN FOR REPRESENTED EMPLOYEES 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: HOUSTON REFINING LP 401(K) AND SAVINGS PLAN FOR REPRESENTED EMPLOYEES 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |