Citgo Petroleum Corporation Salaried Employees' Pension Plan
Corporate pension, based in Houston, Texas, reporting $799M in assets, for 5,568 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2023, Curcio Webb, LLC appears on Citgo Petroleum Corporation Salaried Employees' Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022).
3 more advisers and 5 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Relationship network
18 connected entities
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Master trust investment accounts 98.1%
Consultants and advisers
- Curcio Webb Investment adviser (plan)through Dec 31, 2023 Form 5500
- Mercer Pension consultantActuarythrough Dec 31, 2023 Form 5500
- Towers Watson Investment Services, Investment adviser (plan)through Dec 31, 2022 Form 5500
+3 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Wellington Trust Company, Naplan years 2022
- JP Morgan Asset Mgmtplan years 2022
- Innovative Legal Solutionsplan years 2022
+2 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Dec 31, 2023Manager relationship endedinferenceAon no longer appears on Citgo Petroleum Corporation Salaried Employees' Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Aonaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceLegal & General Investment Mgmt no longer appears on Citgo Petroleum Corporation Salaried Employees' Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Reliance Trust Companyaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceCurcio Webb, LLC appears on Citgo Petroleum Corporation Salaried Employees' Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Curcio Webbaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceJP Morgan Asset Mgmt no longer appears on Citgo Petroleum Corporation Salaried Employees' Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with JP Morgan Asset Mgmtaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceWellington Management no longer appears on Citgo Petroleum Corporation Salaried Employees' Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Wellington Trust Company, Naaskebsa.dol.gov
+5 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 5,568 | $817M | $817M | 100.5% | $799M | Not disclosed | $784M | Not disclosed |
| 2023 to Dec 31, 2023 | 5,406 | $752M | $790M | 100.5% | $818M | Not disclosed | $794M | Not disclosed |
| 2022 to Dec 31, 2022 | 5,265 | $924M | $762M | 108.6% | $729M | Not disclosed | $729M | Not disclosed |
- Willis Towers Watson codes 27 50 $857,015 PY2024
- Mercer codes 17 50 $445,417 PY2024
- Alight Solutions, LLC codes 49 50 $140,259 PY2024
+29 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Not yet on record: fund commitments, managers.
Record history
- Manager relationship ended2023-12-31source on record
- Manager relationship ended2023-12-31source on record
- Consultant changed2023-12-31source on record
+7 more changes on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+13 connections on the graph
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