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  2. CITGO PETROLEUM CORPORATION
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CITGO PETROLEUM CORPORATION

EIN 73-1173881-Manufacturing-Latest filing 2024
Plans
9
Retirement
4
$2.64B assets
Welfare
5
$9.0M premiums
Participants
29,889
PO BOX 4689 - HOUSTON, TX 772104689832-486-4000
Plans on this EIN
9 filings
#003401k-$1.03B - 3,341 part#004CashBalance-$799.3M - 5,758 part#002CashBalance-$489.1M - 3,961 part#001401k-$320.5M - 2,139 part#515Mixed-$5.8M - 7,196 lives#516Fully Insured-$1.8M - 2,203 lives#518Mixed-$1.4M - 3,764 lives#544Fully Insured-$44K - 3,758 lives#550Self Funded-0 lives

Retirement portfolio analytics

4 plans aggregated / $2.64B assets / 15,199 participants

Assets by plan

Share of aggregate retirement assets

39%top
  • RETIREMENT AND Savings (#003)39%
  • SALARIED EMPLOYEES' PENSION (#004)30%
  • PARTICIPATING SUBSIDIARY COMPA... (#002)19%
  • CITGO PETROLEUM CORPORATION (#001)12%
Total $2.64BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SALARIED EMPLOYEES' PENSION (#004)5,758
  • PARTICIPATING SUBSIDIARY COMPA... (#002)3,961
  • RETIREMENT AND Savings (#003)3,341
  • CITGO PETROLEUM CORPORATION (#001)2,139
Total 15,199Click row to drill in

Benefits portfolio analytics

5 plans / $9.0M premiums / 16,921 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$5.4M
  • Long-term disability$1.8M
  • Vision$1.1M
  • Dental$438K
  • Other$283K
Total $9.0M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
63%top
  • SECURIAN LIFE INSURANCE COMPANY63%
  • METROPOLITAN LIFE INSURANCE COMPANY25%
  • UNITEDHEALTHCARE INSURANCE COMPANY12%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $9.0M4 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • WILLIS TOWERS WATSON US LLC95%
  • IIB HOLDING COMPANY, LLC5%
Total $134K2 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

CITGO PETROLEUM CORPORATION EMPLOYEES' RETIREMENT AND SAVINGS PLAN

401k

Assets$1.03B
Participants3,341
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

CITGO PETROLEUM CORPORATION SALARIED EMPLOYEES' PENSION PLAN

CashBalance

Assets$799.3M
Participants5,758
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

RETIREMENT PLAN OF CITGO PETROLEUM CORPORATION AND PARTICIPATING SUBSIDIARY COMPANIES

CashBalance

Assets$489.1M
Participants3,961
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

EMPLOYEES' THRIFT PLAN OF CITGO PETROLEUM CORPORATION

401k

Assets$320.5M
Participants2,139
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#515

CITGO PETROLEUM CORPORATION MEDICAL, DENTAL, VISION AND LIFE INSURANCE PROGRAM FOR SALARIED EMPLOYEES

Mixed - SECURIAN LIFE INSURANCE COMPANY

Premiums$5.8M
Covered lives7,196
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#516

CITGO PETROLEUM CORPORATION LONG-TERM DISABILITY PROGRAM FOR SALARIED EMPLOYEES

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$1.8M
Covered lives2,203
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#518

CITGO PETROLEUM CORPORATION MEDICAL, DENTAL, VISION AND LIFE INSURANCE PROGRAM FOR HOURLY EMPLOYEES

Mixed - SECURIAN LIFE INSURANCE COMPANY

Premiums$1.4M
Covered lives3,764
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#544

CITGO PETROLEUM CORPORATION FIRE FIGHTING ACCIDENTAL DEATH & DISMEMBERMENT INSURANCE PLAN

Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$44K
Covered lives3,758
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#550

CITGO PETROLEUM CORPORATION RETIREE REIMBURSEMENT ACCOUNT PLAN

Self Funded

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

Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
003CITGO PETROLEUM CORPORATION EMPLOYEES' RETIREMENT AND SAVINGS PLAN401k$1.03B3,3412024
004CITGO PETROLEUM CORPORATION SALARIED EMPLOYEES' PENSION PLANCashBalance$799.3M5,7582024
002RETIREMENT PLAN OF CITGO PETROLEUM CORPORATION AND PARTICIPATING SUBSIDIARY COMPANIESCashBalance$489.1M3,9612024
001EMPLOYEES' THRIFT PLAN OF CITGO PETROLEUM CORPORATION401k$320.5M2,1392024

Welfare plans5

Plan #NameFundingCarrierPremiumsCoveredLatest year
515CITGO PETROLEUM CORPORATION MEDICAL, DENTAL, VISION AND LIFE INSURANCE PROGRAM FOR SALARIED EMPLOYEESMixedSECURIAN LIFE INSURANCE COMPANY$5.8M7,1962024
516CITGO PETROLEUM CORPORATION LONG-TERM DISABILITY PROGRAM FOR SALARIED EMPLOYEESFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$1.8M2,2032024
518CITGO PETROLEUM CORPORATION MEDICAL, DENTAL, VISION AND LIFE INSURANCE PROGRAM FOR HOURLY EMPLOYEESMixedSECURIAN LIFE INSURANCE COMPANY$1.4M3,7642024
544CITGO PETROLEUM CORPORATION FIRE FIGHTING ACCIDENTAL DEATH & DISMEMBERMENT INSURANCE PLANFully InsuredLIFE INSURANCE COMPANY OF NORTH AMERICA$44K3,7582024
550CITGO PETROLEUM CORPORATION RETIREE REIMBURSEMENT ACCOUNT PLANSelf Funded-$002024
Retirement plans
Welfare plans
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