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Sponsor portfolio

NUSTAR SERVICES COMPANY, LLC

EIN 47-5622749-Latest filing 2025
Plans
4
Retirement
2
$210.1M assets
Welfare
2
$1.5M premiums
Participants
1,769
19003 IH-10 WEST - SAN ANTONIO, TX 78257210-918-2000
Plans on this EIN
4 filings
#001CashBalance-$159.6M - 1,441 part#002401k-$50.5M - 328 part#501Mixed-$1.5M - 5,433 lives#502Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $210.1M assets / 1,769 participants

Assets by plan

Share of aggregate retirement assets

76%top
  • NUSTAR PENSION (#001)76%
  • NUSTAR THRIFT PLAN (#002)24%
Total $210.1MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
76%top
  • (Not disclosed)76%
  • CHARLES SCHWAB & CO., INC.24%
Total $210.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • NUSTAR PENSION (#001)1,441
  • NUSTAR THRIFT PLAN (#002)328
Total 1,769Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

NUSTAR PENSION PLAN

CashBalance

Assets$159.6M
Participants1,441
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

NUSTAR THRIFT PLAN

401k

Assets$50.5M
Participants328
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NUSTAR SERVICES COMPANY LLC EMPLOYEE WELFARE BENEFIT PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$1.5M
Covered lives5,433
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

NUSTAR SERVICES COMPANY LLC RETIREE WELFARE BENEFITS PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001NUSTAR PENSION PLANCashBalance$159.6M1,4412024
002NUSTAR THRIFT PLAN401k$50.5M3282024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NUSTAR SERVICES COMPANY LLC EMPLOYEE WELFARE BENEFIT PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$1.5M5,4332024
502NUSTAR SERVICES COMPANY LLC RETIREE WELFARE BENEFITS PLANSelf Funded-$002025
Retirement plans
Welfare plans
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