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RETIREMENT PLAN OF CITGO PETROLEUM CORPORATION AND PARTICIPATING SUBSIDIARY COMPANIES 401k Plan overview

Plan NameRETIREMENT PLAN OF CITGO PETROLEUM CORPORATION AND PARTICIPATING SUBSIDIARY COMPANIES
Plan identification number 002

RETIREMENT PLAN OF CITGO PETROLEUM CORPORATION AND PARTICIPATING SUBSIDIARY COMPANIES Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CITGO PETROLEUM CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:CITGO PETROLEUM CORPORATION
Employer identification number (EIN):731173881
NAIC Classification:324110
NAIC Description:Petroleum Refineries

Additional information about CITGO PETROLEUM CORPORATION

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 2005114

More information about CITGO PETROLEUM CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN OF CITGO PETROLEUM CORPORATION AND PARTICIPATING SUBSIDIARY COMPANIES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01GLENN HILMAN THERESA MITCHELL2018-10-15
0022017-01-01GLENN HILMAN THERESA MITCHELL2019-01-21
0022016-01-01GLENN HILMAN THERESA MITCHELL2018-01-31
0022015-01-01MARISOL GOMEZ JOHN BUTTS2016-10-14
0022014-01-01MARISOL GOMEZ JOHN BUTTS2015-10-15
0022013-01-01MICHAEL NAJAR JOHN BUTTS2014-10-15
0022012-01-01MICHAEL NAJAR JOHN BUTTS2013-10-15
0022011-01-01MICHAEL NAJAR JOHN BUTTS2012-10-11
0022010-01-01ALBERTO RAMIREZ JOHN BUTTS2011-10-14
0022009-01-01ROBERT CASBURN

Plan Statistics for RETIREMENT PLAN OF CITGO PETROLEUM CORPORATION AND PARTICIPATING SUBSIDIARY COMPANIES

401k plan membership statisitcs for RETIREMENT PLAN OF CITGO PETROLEUM CORPORATION AND PARTICIPATING SUBSIDIARY COMPANIES

Measure Date Value
2022: RETIREMENT PLAN OF CITGO PETROLEUM CORPORATION AND PARTICIPATING SUBSIDIARY COMPANIES 2022 401k membership
Market value of plan assets2022-12-31584,417,522
Acturial value of plan assets2022-12-31563,879,464
Funding target for retired participants and beneficiaries receiving payment2022-12-31330,342,646
Number of terminated vested participants2022-12-31280
Fundng target for terminated vested participants2022-12-3113,917,018
Active participant vested funding target2022-12-31127,311,440
Number of active participants2022-12-311,436
Total funding liabilities for active participants2022-12-31136,516,654
Total participant count2022-12-313,821
Total funding target for all participants2022-12-31480,776,318
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-3150,251,739
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-3150,251,739
Present value of excess contributions2022-12-312,134,022
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-312,253,954
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-312,253,954
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-3115,268,541
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-3140,800,000
Total employer contributions2022-12-3114,600,000
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-3113,386,409
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-3112,651,650
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-3113,386,409
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-013,724
Total number of active participants reported on line 7a of the Form 55002022-01-011,501
Number of retired or separated participants receiving benefits2022-01-011,650
Number of other retired or separated participants entitled to future benefits2022-01-01242
Total of all active and inactive participants2022-01-013,393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01392
Total participants2022-01-013,785
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0110
2021: RETIREMENT PLAN OF CITGO PETROLEUM CORPORATION AND PARTICIPATING SUBSIDIARY COMPANIES 2021 401k membership
Market value of plan assets2021-12-31572,512,781
Acturial value of plan assets2021-12-31529,813,373
Funding target for retired participants and beneficiaries receiving payment2021-12-31318,614,489
Number of terminated vested participants2021-12-31274
Fundng target for terminated vested participants2021-12-3113,070,218
Active participant vested funding target2021-12-31123,215,616
Number of active participants2021-12-311,525
Total funding liabilities for active participants2021-12-31132,331,051
Total participant count2021-12-313,882
Total funding target for all participants2021-12-31464,015,758
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-3144,000,000
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-3144,000,000
Present value of excess contributions2021-12-31750,725
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31791,339
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-3149,460,400
Total employer contributions2021-12-312,300,000
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-312,134,022
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-3111,863,435
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-312,134,022
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-013,782
Total number of active participants reported on line 7a of the Form 55002021-01-011,436
Number of retired or separated participants receiving benefits2021-01-011,642
Number of other retired or separated participants entitled to future benefits2021-01-01244
Total of all active and inactive participants2021-01-013,322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-013,324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-018
2020: RETIREMENT PLAN OF CITGO PETROLEUM CORPORATION AND PARTICIPATING SUBSIDIARY COMPANIES 2020 401k membership
Market value of plan assets2020-12-31524,248,919
Acturial value of plan assets2020-12-31504,482,211
Funding target for retired participants and beneficiaries receiving payment2020-12-31300,105,296
Number of terminated vested participants2020-12-31265
Fundng target for terminated vested participants2020-12-3112,592,528
Active participant vested funding target2020-12-31138,493,772
Number of active participants2020-12-311,533
Total funding liabilities for active participants2020-12-31147,078,517
Total participant count2020-12-313,798
Total funding target for all participants2020-12-31459,776,341
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-3146,760,987
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-315,318,405
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-3141,442,582
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-315,101,171
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-3144,000,000
Total employer contributions2020-12-3113,200,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-3112,121,251
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-3112,076,396
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-3111,370,526
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-3111,370,526
Contributions allocatedtoward minimum required contributions for current year2020-12-3112,121,251
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-013,701
Total number of active participants reported on line 7a of the Form 55002020-01-011,525
Number of retired or separated participants receiving benefits2020-01-011,640
Number of other retired or separated participants entitled to future benefits2020-01-01238
Total of all active and inactive participants2020-01-013,403
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01379
Total participants2020-01-013,782
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-017
2019: RETIREMENT PLAN OF CITGO PETROLEUM CORPORATION AND PARTICIPATING SUBSIDIARY COMPANIES 2019 401k membership
Market value of plan assets2019-12-31463,922,313
Acturial value of plan assets2019-12-31487,518,229
Funding target for retired participants and beneficiaries receiving payment2019-12-31272,140,496
Number of terminated vested participants2019-12-31280
Fundng target for terminated vested participants2019-12-3116,382,287
Active participant vested funding target2019-12-31142,392,609
Number of active participants2019-12-311,553
Total funding liabilities for active participants2019-12-31150,484,362
Total participant count2019-12-313,755
Total funding target for all participants2019-12-31439,007,145
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3135,500,000
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-315,238,755
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-3130,261,245
Present value of excess contributions2019-12-3117,623,154
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3118,061,222
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-3118,061,222
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-3146,760,987
Total employer contributions2019-12-315,880,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-315,518,730
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3112,587,232
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-3110,837,135
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-315,318,405
Additional cash requirement2019-12-315,518,730
Contributions allocatedtoward minimum required contributions for current year2019-12-315,518,730
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-013,660
Total number of active participants reported on line 7a of the Form 55002019-01-011,533
Number of retired or separated participants receiving benefits2019-01-011,580
Number of other retired or separated participants entitled to future benefits2019-01-01228
Total of all active and inactive participants2019-01-013,341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01360
Total participants2019-01-013,701
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0116
2018: RETIREMENT PLAN OF CITGO PETROLEUM CORPORATION AND PARTICIPATING SUBSIDIARY COMPANIES 2018 401k membership
Market value of plan assets2018-12-31486,477,184
Acturial value of plan assets2018-12-31462,683,186
Funding target for retired participants and beneficiaries receiving payment2018-12-31247,768,226
Number of terminated vested participants2018-12-31298
Fundng target for terminated vested participants2018-12-3115,595,490
Active participant vested funding target2018-12-31152,226,841
Number of active participants2018-12-311,517
Total funding liabilities for active participants2018-12-31162,993,201
Total participant count2018-12-313,660
Total funding target for all participants2018-12-31426,356,917
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3160,844,316
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-3160,844,316
Present value of excess contributions2018-12-312,480,420
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-312,626,765
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-312,626,765
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-3136,963,871
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-3135,500,000
Total employer contributions2018-12-3127,178,799
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-3125,062,141
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3113,504,011
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-3112,677,742
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-315,238,755
Additional cash requirement2018-12-317,438,987
Contributions allocatedtoward minimum required contributions for current year2018-12-3125,062,141
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-013,569
Total number of active participants reported on line 7a of the Form 55002018-01-011,553
Number of retired or separated participants receiving benefits2018-01-011,521
Number of other retired or separated participants entitled to future benefits2018-01-01239
Total of all active and inactive participants2018-01-013,313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01347
Total participants2018-01-013,660
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-017
2017: RETIREMENT PLAN OF CITGO PETROLEUM CORPORATION AND PARTICIPATING SUBSIDIARY COMPANIES 2017 401k membership
Market value of plan assets2017-12-31441,762,655
Acturial value of plan assets2017-12-31447,401,998
Funding target for retired participants and beneficiaries receiving payment2017-12-31226,350,933
Number of terminated vested participants2017-12-31428
Fundng target for terminated vested participants2017-12-3115,023,405
Active participant vested funding target2017-12-31139,274,166
Number of active participants2017-12-311,572
Total funding liabilities for active participants2017-12-31150,226,920
Total participant count2017-12-313,806
Total funding target for all participants2017-12-31391,601,258
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3147,497,182
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-3147,497,182
Present value of excess contributions2017-12-3119,289,798
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3120,466,476
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-3120,466,476
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-3110,719,628
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-3160,844,316
Total employer contributions2017-12-3114,449,167
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3113,199,121
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3110,718,701
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3110,718,701
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-3110,718,701
Contributions allocatedtoward minimum required contributions for current year2017-12-3113,199,121
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-013,718
Total number of active participants reported on line 7a of the Form 55002017-01-011,517
Number of retired or separated participants receiving benefits2017-01-011,461
Number of other retired or separated participants entitled to future benefits2017-01-01244
Total of all active and inactive participants2017-01-013,222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01347
Total participants2017-01-013,569
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0116
2016: RETIREMENT PLAN OF CITGO PETROLEUM CORPORATION AND PARTICIPATING SUBSIDIARY COMPANIES 2016 401k membership
Market value of plan assets2016-12-31348,640,899
Acturial value of plan assets2016-12-31363,558,891
Funding target for retired participants and beneficiaries receiving payment2016-12-31177,303,938
Number of terminated vested participants2016-12-31406
Fundng target for terminated vested participants2016-12-3111,184,054
Active participant vested funding target2016-12-31123,007,592
Number of active participants2016-12-311,545
Total funding liabilities for active participants2016-12-31133,465,478
Total participant count2016-12-313,531
Total funding target for all participants2016-12-31321,953,470
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3126,240,730
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-3126,240,730
Present value of excess contributions2016-12-3114,872,318
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3115,807,787
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-3115,807,787
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-311,000,000
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-3141,135,111
Total employer contributions2016-12-3132,439,964
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-3129,400,434
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3110,580,946
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-3110,110,636
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-3110,110,636
Contributions allocatedtoward minimum required contributions for current year2016-12-3129,400,434
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-013,464
Total number of active participants reported on line 7a of the Form 55002016-01-011,572
Number of retired or separated participants receiving benefits2016-01-011,432
Number of other retired or separated participants entitled to future benefits2016-01-01378
Total of all active and inactive participants2016-01-013,382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01336
Total participants2016-01-013,718
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-019
2015: RETIREMENT PLAN OF CITGO PETROLEUM CORPORATION AND PARTICIPATING SUBSIDIARY COMPANIES 2015 401k membership
Total participants, beginning-of-year2015-01-013,396
Total number of active participants reported on line 7a of the Form 55002015-01-011,545
Number of retired or separated participants receiving benefits2015-01-011,264
Number of other retired or separated participants entitled to future benefits2015-01-01354
Total of all active and inactive participants2015-01-013,163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01301
Total participants2015-01-013,464
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-015
2014: RETIREMENT PLAN OF CITGO PETROLEUM CORPORATION AND PARTICIPATING SUBSIDIARY COMPANIES 2014 401k membership
Total participants, beginning-of-year2014-01-013,358
Total number of active participants reported on line 7a of the Form 55002014-01-011,523
Number of retired or separated participants receiving benefits2014-01-011,231
Number of other retired or separated participants entitled to future benefits2014-01-01369
Total of all active and inactive participants2014-01-013,123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01273
Total participants2014-01-013,396
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: RETIREMENT PLAN OF CITGO PETROLEUM CORPORATION AND PARTICIPATING SUBSIDIARY COMPANIES 2013 401k membership
Total participants, beginning-of-year2013-01-013,311
Total number of active participants reported on line 7a of the Form 55002013-01-011,560
Number of retired or separated participants receiving benefits2013-01-011,158
Number of other retired or separated participants entitled to future benefits2013-01-01371
Total of all active and inactive participants2013-01-013,089
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01269
Total participants2013-01-013,358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: RETIREMENT PLAN OF CITGO PETROLEUM CORPORATION AND PARTICIPATING SUBSIDIARY COMPANIES 2012 401k membership
Total participants, beginning-of-year2012-01-013,259
Total number of active participants reported on line 7a of the Form 55002012-01-011,573
Number of retired or separated participants receiving benefits2012-01-011,116
Number of other retired or separated participants entitled to future benefits2012-01-01368
Total of all active and inactive participants2012-01-013,057
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01254
Total participants2012-01-013,311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: RETIREMENT PLAN OF CITGO PETROLEUM CORPORATION AND PARTICIPATING SUBSIDIARY COMPANIES 2011 401k membership
Total participants, beginning-of-year2011-01-013,274
Total number of active participants reported on line 7a of the Form 55002011-01-011,563
Number of retired or separated participants receiving benefits2011-01-011,093
Number of other retired or separated participants entitled to future benefits2011-01-01370
Total of all active and inactive participants2011-01-013,026
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-01233
Total participants2011-01-013,259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-016
2010: RETIREMENT PLAN OF CITGO PETROLEUM CORPORATION AND PARTICIPATING SUBSIDIARY COMPANIES 2010 401k membership
Total participants, beginning-of-year2010-01-013,240
Total number of active participants reported on line 7a of the Form 55002010-01-011,608
Number of retired or separated participants receiving benefits2010-01-011,065
Number of other retired or separated participants entitled to future benefits2010-01-01371
Total of all active and inactive participants2010-01-013,044
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-01230
Total participants2010-01-013,274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: RETIREMENT PLAN OF CITGO PETROLEUM CORPORATION AND PARTICIPATING SUBSIDIARY COMPANIES 2009 401k membership
Total participants, beginning-of-year2009-01-013,177
Total number of active participants reported on line 7a of the Form 55002009-01-011,630
Number of retired or separated participants receiving benefits2009-01-011,021
Number of other retired or separated participants entitled to future benefits2009-01-01382
Total of all active and inactive participants2009-01-013,033
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-01207
Total participants2009-01-013,240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-017

Financial Data on RETIREMENT PLAN OF CITGO PETROLEUM CORPORATION AND PARTICIPATING SUBSIDIARY COMPANIES

Measure Date Value
2022 : RETIREMENT PLAN OF CITGO PETROLEUM CORPORATION AND PARTICIPATING SUBSIDIARY COMPANIES 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$539,296
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$186,620
Total income from all sources (including contributions)2022-12-31$-94,520,186
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$34,111,611
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$29,843,013
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,300,000
Value of total assets at end of year2022-12-31$454,163,547
Value of total assets at beginning of year2022-12-31$582,442,668
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$4,268,598
Total interest from all sources2022-12-31$0
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 year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$905,411
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$40,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Administrative expenses (other) incurred2022-12-31$2,559,784
Liabilities. Value of operating payables at end of year2022-12-31$539,296
Liabilities. Value of operating payables at beginning of year2022-12-31$186,620
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-128,631,797
Value of net assets at end of year (total assets less liabilities)2022-12-31$453,624,251
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$582,256,048
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$803,403
Value of interest in master investment trust accounts at end of year2022-12-31$454,163,547
Value of interest in master investment trust accounts at beginning of year2022-12-31$582,442,668
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,300,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$29,843,013
Did the plan have assets held for investment2022-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31KPMG LLP
Accountancy firm EIN2022-12-31135565207
2021 : RETIREMENT PLAN OF CITGO PETROLEUM CORPORATION AND PARTICIPATING SUBSIDIARY COMPANIES 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$186,620
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$169,216
Total income from all sources (including contributions)2021-12-31$52,993,619
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$30,304,125
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$28,795,119
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$13,200,000
Value of total assets at end of year2021-12-31$582,442,668
Value of total assets at beginning of year2021-12-31$559,735,770
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,509,006
Total interest from all sources2021-12-31$0
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 year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$279,023
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$40,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Other income not declared elsewhere2021-12-31$189
Administrative expenses (other) incurred2021-12-31$550,438
Liabilities. Value of operating payables at end of year2021-12-31$186,620
Liabilities. Value of operating payables at beginning of year2021-12-31$169,216
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$22,689,494
Value of net assets at end of year (total assets less liabilities)2021-12-31$582,256,048
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$559,566,554
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$679,545
Value of interest in master investment trust accounts at end of year2021-12-31$582,442,668
Value of interest in master investment trust accounts at beginning of year2021-12-31$559,735,770
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$13,200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$28,795,119
Did the plan have assets held for investment2021-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31KPMG LLP
Accountancy firm EIN2021-12-31135565207
2020 : RETIREMENT PLAN OF CITGO PETROLEUM CORPORATION AND PARTICIPATING SUBSIDIARY COMPANIES 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$169,216
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$158,204
Total income from all sources (including contributions)2020-12-31$66,853,545
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$28,613,266
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$27,044,476
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,940,000
Value of total assets at end of year2020-12-31$559,735,770
Value of total assets at beginning of year2020-12-31$521,484,479
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,568,790
Total interest from all sources2020-12-31$0
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 year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$309,842
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$40,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Administrative expenses (other) incurred2020-12-31$440,704
Liabilities. Value of operating payables at end of year2020-12-31$169,216
Liabilities. Value of operating payables at beginning of year2020-12-31$158,204
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$38,240,279
Value of net assets at end of year (total assets less liabilities)2020-12-31$559,566,554
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$521,326,275
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$818,244
Value of interest in master investment trust accounts at end of year2020-12-31$559,735,770
Value of interest in master investment trust accounts at beginning of year2020-12-31$518,544,479
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,940,000
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$2,940,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$27,044,476
Did the plan have assets held for investment2020-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31KPMG LLP
Accountancy firm EIN2020-12-31135565207
2019 : RETIREMENT PLAN OF CITGO PETROLEUM CORPORATION AND PARTICIPATING SUBSIDIARY COMPANIES 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$158,204
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$158,204
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$382,793
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$382,793
Total income from all sources (including contributions)2019-12-31$105,701,403
Total income from all sources (including contributions)2019-12-31$105,701,403
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$27,803,870
Total of all expenses incurred2019-12-31$27,803,870
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$25,363,956
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$25,363,956
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$24,238,799
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$24,238,799
Value of total assets at end of year2019-12-31$521,484,479
Value of total assets at end of year2019-12-31$521,484,479
Value of total assets at beginning of year2019-12-31$443,811,535
Value of total assets at beginning of year2019-12-31$443,811,535
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,439,914
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,439,914
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
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 year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$252,499
Administrative expenses professional fees incurred2019-12-31$252,499
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$40,000,000
Value of fidelity bond cover2019-12-31$40,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Administrative expenses (other) incurred2019-12-31$1,523,767
Administrative expenses (other) incurred2019-12-31$1,523,767
Liabilities. Value of operating payables at end of year2019-12-31$158,204
Liabilities. Value of operating payables at end of year2019-12-31$158,204
Liabilities. Value of operating payables at beginning of year2019-12-31$382,793
Liabilities. Value of operating payables at beginning of year2019-12-31$382,793
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$77,897,533
Value of net income/loss2019-12-31$77,897,533
Value of net assets at end of year (total assets less liabilities)2019-12-31$521,326,275
Value of net assets at end of year (total assets less liabilities)2019-12-31$521,326,275
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$443,428,742
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$443,428,742
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$663,648
Investment advisory and management fees2019-12-31$663,648
Value of interest in master investment trust accounts at end of year2019-12-31$518,544,479
Value of interest in master investment trust accounts at end of year2019-12-31$518,544,479
Value of interest in master investment trust accounts at beginning of year2019-12-31$440,871,535
Value of interest in master investment trust accounts at beginning of year2019-12-31$440,871,535
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$24,238,799
Contributions received in cash from employer2019-12-31$24,238,799
Employer contributions (assets) at end of year2019-12-31$2,940,000
Employer contributions (assets) at end of year2019-12-31$2,940,000
Employer contributions (assets) at beginning of year2019-12-31$2,940,000
Employer contributions (assets) at beginning of year2019-12-31$2,940,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$25,363,956
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$25,363,956
Did the plan have assets held for investment2019-12-31No
Did the plan have assets held for investment2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31KPMG LLP
Accountancy firm name2019-12-31KPMG LLP
Accountancy firm EIN2019-12-31135565207
Accountancy firm EIN2019-12-31135565207
2018 : RETIREMENT PLAN OF CITGO PETROLEUM CORPORATION AND PARTICIPATING SUBSIDIARY COMPANIES 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$382,793
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,199,016
Total income from all sources (including contributions)2018-12-31$-2,234,916
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$26,810,341
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$23,347,019
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$20,329,167
Value of total assets at end of year2018-12-31$443,811,535
Value of total assets at beginning of year2018-12-31$473,673,015
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,463,322
Total interest from all sources2018-12-31$0
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 year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$252,918
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$30,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Administrative expenses (other) incurred2018-12-31$1,811,849
Liabilities. Value of operating payables at end of year2018-12-31$382,793
Liabilities. Value of operating payables at beginning of year2018-12-31$1,199,016
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-29,045,257
Value of net assets at end of year (total assets less liabilities)2018-12-31$443,428,742
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$472,473,999
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$1,398,555
Value of interest in master investment trust accounts at end of year2018-12-31$440,871,535
Value of interest in master investment trust accounts at beginning of year2018-12-31$470,733,015
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$20,329,167
Employer contributions (assets) at end of year2018-12-31$2,940,000
Employer contributions (assets) at beginning of year2018-12-31$2,940,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$23,347,019
Did the plan have assets held for investment2018-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31KPMG LLP
Accountancy firm EIN2018-12-31135565207
2017 : RETIREMENT PLAN OF CITGO PETROLEUM CORPORATION AND PARTICIPATING SUBSIDIARY COMPANIES 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,199,016
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$338,678
Total income from all sources (including contributions)2017-12-31$92,291,613
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$32,345,961
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$29,692,890
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$30,482,976
Value of total assets at end of year2017-12-31$473,673,015
Value of total assets at beginning of year2017-12-31$412,867,025
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,653,071
Total interest from all sources2017-12-31$0
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 year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$512,385
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$30,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Administrative expenses (other) incurred2017-12-31$798,511
Liabilities. Value of operating payables at end of year2017-12-31$1,199,016
Liabilities. Value of operating payables at beginning of year2017-12-31$338,678
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$59,945,652
Value of net assets at end of year (total assets less liabilities)2017-12-31$472,473,999
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$412,528,347
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$1,342,175
Value of interest in master investment trust accounts at end of year2017-12-31$470,733,015
Value of interest in master investment trust accounts at beginning of year2017-12-31$410,910,037
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$30,482,976
Employer contributions (assets) at end of year2017-12-31$2,940,000
Employer contributions (assets) at beginning of year2017-12-31$1,956,988
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$29,692,890
Did the plan have assets held for investment2017-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31KPMG LLP
Accountancy firm EIN2017-12-31135565207
2016 : RETIREMENT PLAN OF CITGO PETROLEUM CORPORATION AND PARTICIPATING SUBSIDIARY COMPANIES 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$54,569,800
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$338,678
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$295,882
Total income from all sources (including contributions)2016-12-31$41,846,674
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$20,305,908
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$17,796,238
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$14,587,031
Value of total assets at end of year2016-12-31$412,867,025
Value of total assets at beginning of year2016-12-31$336,713,663
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,509,670
Total interest from all sources2016-12-31$0
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 year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$253,814
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$30,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Administrative expenses (other) incurred2016-12-31$1,110,003
Liabilities. Value of operating payables at end of year2016-12-31$338,678
Liabilities. Value of operating payables at beginning of year2016-12-31$295,882
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$21,540,766
Value of net assets at end of year (total assets less liabilities)2016-12-31$412,528,347
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$336,417,781
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$1,145,853
Value of interest in master investment trust accounts at end of year2016-12-31$410,910,037
Value of interest in master investment trust accounts at beginning of year2016-12-31$333,122,312
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$14,587,031
Employer contributions (assets) at end of year2016-12-31$1,956,988
Employer contributions (assets) at beginning of year2016-12-31$3,591,351
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$17,796,238
Did the plan have assets held for investment2016-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31KPMG LLP
Accountancy firm EIN2016-12-31135565207
2015 : RETIREMENT PLAN OF CITGO PETROLEUM CORPORATION AND PARTICIPATING SUBSIDIARY COMPANIES 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$295,882
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$283,533
Total income from all sources (including contributions)2015-12-31$23,619,840
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$18,522,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$16,329,714
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$21,463,920
Value of total assets at end of year2015-12-31$336,713,663
Value of total assets at beginning of year2015-12-31$331,603,549
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,192,361
Total interest from all sources2015-12-31$0
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 year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$246,659
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$30,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Other income not declared elsewhere2015-12-31$6,704
Administrative expenses (other) incurred2015-12-31$883,331
Liabilities. Value of operating payables at end of year2015-12-31$295,882
Liabilities. Value of operating payables at beginning of year2015-12-31$283,533
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$5,097,765
Value of net assets at end of year (total assets less liabilities)2015-12-31$336,417,781
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$331,320,016
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$1,062,371
Value of interest in master investment trust accounts at end of year2015-12-31$333,122,312
Value of interest in master investment trust accounts at beginning of year2015-12-31$327,676,893
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$21,463,920
Employer contributions (assets) at end of year2015-12-31$3,591,351
Employer contributions (assets) at beginning of year2015-12-31$3,926,656
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$16,329,714
Did the plan have assets held for investment2015-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31KPMG LLP
Accountancy firm EIN2015-12-31135565207
2014 : RETIREMENT PLAN OF CITGO PETROLEUM CORPORATION AND PARTICIPATING SUBSIDIARY COMPANIES 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$283,533
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$266,834
Total income from all sources (including contributions)2014-12-31$33,774,146
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$16,696,156
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$15,176,551
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$14,493,571
Value of total assets at end of year2014-12-31$331,603,549
Value of total assets at beginning of year2014-12-31$314,508,860
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,519,605
Total interest from all sources2014-12-31$0
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 year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$233,919
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$20,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Other income not declared elsewhere2014-12-31$8,935
Administrative expenses (other) incurred2014-12-31$278,264
Liabilities. Value of operating payables at end of year2014-12-31$283,533
Liabilities. Value of operating payables at beginning of year2014-12-31$266,834
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$17,077,990
Value of net assets at end of year (total assets less liabilities)2014-12-31$331,320,016
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$314,242,026
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$1,007,422
Value of interest in master investment trust accounts at end of year2014-12-31$327,676,893
Value of interest in master investment trust accounts at beginning of year2014-12-31$306,344,468
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$14,493,571
Employer contributions (assets) at end of year2014-12-31$3,926,656
Employer contributions (assets) at beginning of year2014-12-31$8,164,392
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$15,176,551
Did the plan have assets held for investment2014-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31KPMG LLP
Accountancy firm EIN2014-12-31135565207
2013 : RETIREMENT PLAN OF CITGO PETROLEUM CORPORATION AND PARTICIPATING SUBSIDIARY COMPANIES 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$266,834
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$276,728
Total income from all sources (including contributions)2013-12-31$56,707,320
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$15,703,125
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$13,994,302
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$10,877,401
Value of total assets at end of year2013-12-31$314,508,860
Value of total assets at beginning of year2013-12-31$273,514,559
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,708,823
Total interest from all sources2013-12-31$0
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 year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$211,938
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$20,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Other income not declared elsewhere2013-12-31$977
Administrative expenses (other) incurred2013-12-31$470,520
Liabilities. Value of operating payables at end of year2013-12-31$266,834
Liabilities. Value of operating payables at beginning of year2013-12-31$276,728
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$41,004,195
Value of net assets at end of year (total assets less liabilities)2013-12-31$314,242,026
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$273,237,831
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$1,026,365
Value of interest in master investment trust accounts at end of year2013-12-31$306,344,468
Value of interest in master investment trust accounts at beginning of year2013-12-31$261,308,121
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$10,877,401
Employer contributions (assets) at end of year2013-12-31$8,164,392
Employer contributions (assets) at beginning of year2013-12-31$12,206,438
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$13,994,302
Did the plan have assets held for investment2013-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31KPMG LLP
Accountancy firm EIN2013-12-31135565207
2012 : RETIREMENT PLAN OF CITGO PETROLEUM CORPORATION AND PARTICIPATING SUBSIDIARY COMPANIES 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$276,728
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$273,826
Total income from all sources (including contributions)2012-12-31$50,890,527
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$14,873,335
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$13,146,928
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$20,292,850
Value of total assets at end of year2012-12-31$273,514,559
Value of total assets at beginning of year2012-12-31$237,494,465
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,726,407
Total interest from all sources2012-12-31$0
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 year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$221,063
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$20,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Administrative expenses (other) incurred2012-12-31$471,287
Liabilities. Value of operating payables at end of year2012-12-31$276,728
Liabilities. Value of operating payables at beginning of year2012-12-31$273,826
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$36,017,192
Value of net assets at end of year (total assets less liabilities)2012-12-31$273,237,831
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$237,220,639
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$1,034,057
Value of interest in master investment trust accounts at end of year2012-12-31$261,308,121
Value of interest in master investment trust accounts at beginning of year2012-12-31$226,761,651
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$20,292,850
Employer contributions (assets) at end of year2012-12-31$12,206,438
Employer contributions (assets) at beginning of year2012-12-31$10,732,814
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$13,146,928
Did the plan have assets held for investment2012-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31KPMG LLP
Accountancy firm EIN2012-12-31135565207
2011 : RETIREMENT PLAN OF CITGO PETROLEUM CORPORATION AND PARTICIPATING SUBSIDIARY COMPANIES 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$273,826
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$257,338
Total income from all sources (including contributions)2011-12-31$21,398,677
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$14,038,576
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$12,605,930
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$18,631,256
Value of total assets at end of year2011-12-31$237,494,465
Value of total assets at beginning of year2011-12-31$230,117,876
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,432,646
Total interest from all sources2011-12-31$0
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 year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$202,533
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Other income not declared elsewhere2011-12-31$596
Administrative expenses (other) incurred2011-12-31$219,610
Liabilities. Value of operating payables at end of year2011-12-31$273,826
Liabilities. Value of operating payables at beginning of year2011-12-31$257,338
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$1,007,973
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$7,360,101
Value of net assets at end of year (total assets less liabilities)2011-12-31$237,220,639
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$229,860,538
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$1,010,503
Value of interest in master investment trust accounts at end of year2011-12-31$226,761,651
Value of interest in master investment trust accounts at beginning of year2011-12-31$219,730,307
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$18,631,256
Employer contributions (assets) at end of year2011-12-31$10,732,814
Employer contributions (assets) at beginning of year2011-12-31$9,379,596
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$12,605,930
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31KPMG LLP
Accountancy firm EIN2011-12-31135565207
2010 : RETIREMENT PLAN OF CITGO PETROLEUM CORPORATION AND PARTICIPATING SUBSIDIARY COMPANIES 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$257,338
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$234,064
Total income from all sources (including contributions)2010-12-31$39,334,578
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$13,189,525
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$11,837,080
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$12,976,219
Value of total assets at end of year2010-12-31$230,117,876
Value of total assets at beginning of year2010-12-31$203,949,549
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,352,445
Total interest from all sources2010-12-31$0
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 year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$187,332
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Other income not declared elsewhere2010-12-31$5,349
Administrative expenses (other) incurred2010-12-31$246,755
Liabilities. Value of operating payables at end of year2010-12-31$257,338
Liabilities. Value of operating payables at beginning of year2010-12-31$234,064
Total non interest bearing cash at end of year2010-12-31$1,007,973
Total non interest bearing cash at beginning of year2010-12-31$955,259
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$26,145,053
Value of net assets at end of year (total assets less liabilities)2010-12-31$229,860,538
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$203,715,485
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$918,358
Value of interest in master investment trust accounts at end of year2010-12-31$219,730,307
Value of interest in master investment trust accounts at beginning of year2010-12-31$196,711,528
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$12,976,219
Employer contributions (assets) at end of year2010-12-31$9,379,596
Employer contributions (assets) at beginning of year2010-12-31$6,282,762
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$11,837,080
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31KPMG LLP
Accountancy firm EIN2010-12-31135565207
2009 : RETIREMENT PLAN OF CITGO PETROLEUM CORPORATION AND PARTICIPATING SUBSIDIARY COMPANIES 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for RETIREMENT PLAN OF CITGO PETROLEUM CORPORATION AND PARTICIPATING SUBSIDIARY COMPANIES

2022: RETIREMENT PLAN OF CITGO PETROLEUM CORPORATION AND PARTICIPATING SUBSIDIARY COMPANIES 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: RETIREMENT PLAN OF CITGO PETROLEUM CORPORATION AND PARTICIPATING SUBSIDIARY COMPANIES 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: RETIREMENT PLAN OF CITGO PETROLEUM CORPORATION AND PARTICIPATING SUBSIDIARY COMPANIES 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RETIREMENT PLAN OF CITGO PETROLEUM CORPORATION AND PARTICIPATING SUBSIDIARY COMPANIES 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RETIREMENT PLAN OF CITGO PETROLEUM CORPORATION AND PARTICIPATING SUBSIDIARY COMPANIES 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: RETIREMENT PLAN OF CITGO PETROLEUM CORPORATION AND PARTICIPATING SUBSIDIARY COMPANIES 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RETIREMENT PLAN OF CITGO PETROLEUM CORPORATION AND PARTICIPATING SUBSIDIARY COMPANIES 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RETIREMENT PLAN OF CITGO PETROLEUM CORPORATION AND PARTICIPATING SUBSIDIARY COMPANIES 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RETIREMENT PLAN OF CITGO PETROLEUM CORPORATION AND PARTICIPATING SUBSIDIARY COMPANIES 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RETIREMENT PLAN OF CITGO PETROLEUM CORPORATION AND PARTICIPATING SUBSIDIARY COMPANIES 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RETIREMENT PLAN OF CITGO PETROLEUM CORPORATION AND PARTICIPATING SUBSIDIARY COMPANIES 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RETIREMENT PLAN OF CITGO PETROLEUM CORPORATION AND PARTICIPATING SUBSIDIARY COMPANIES 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: RETIREMENT PLAN OF CITGO PETROLEUM CORPORATION AND PARTICIPATING SUBSIDIARY COMPANIES 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: RETIREMENT PLAN OF CITGO PETROLEUM CORPORATION AND PARTICIPATING SUBSIDIARY COMPANIES 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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