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Sponsor portfolio

LIMA REFINING COMPANY

EIN 22-3948622-chemicals-Latest filing 2024
Plans
3
Retirement
2
$336.0M assets
Welfare
1
$3.1M premiums
Participants
3,354
1150 SOUTH METCALF STREET - LIMA, OH 45804419-226-2801LinkedIn1-10 employeeschemicals
Plans on this EIN
3 filings
#003401k-$183.9M - 914 part#002401k-$152.1M - 938 part#501Mixed-$3.1M - 3,605 lives

Retirement portfolio analytics

2 plans aggregated / $336.0M assets / 1,852 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • CENOVUS NON-REPRESENTED 401(K) (#003)55%
  • COMPANY LLC 401(K) (#002)45%
Total $336.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • THE VANGUARD GROUP, INC.100%
Total $336.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • COMPANY LLC 401(K) (#002)938
  • CENOVUS NON-REPRESENTED 401(K) (#003)914
Total 1,852Click row to drill in

Benefits portfolio analytics

1 plan / $3.1M premiums / 3,605 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.7M
  • Life$2.6M
  • Long-term disability$2.6M
  • Vision$325K
Total $3.1M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA85%
  • VISION SERVICE PLAN11%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY4%
Total $3.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
108%top
  • HUB INTERNATIONAL MIDWEST LIMITED108%
  • WILLIS TOWERS WATSON US LLC-8%
Total $73K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

CENOVUS NON-REPRESENTED 401(K) PLAN

401k

Assets$183.9M
Participants914
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

LIMA REFINING COMPANY AND SUPERIOR REFINING COMPANY LLC 401(K) PLAN

401k

Assets$152.1M
Participants938
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LIMA REFINING COMPANY

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$3.1M
Covered lives3,605
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003CENOVUS NON-REPRESENTED 401(K) PLAN401k$183.9M9142024
002LIMA REFINING COMPANY AND SUPERIOR REFINING COMPANY LLC 401(K) PLAN401k$152.1M9382024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LIMA REFINING COMPANYMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$3.1M3,6052024
Retirement plans
Welfare plans
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