2023 Form 5500 filing — Shell Provident Fund
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240627124604NAL0021425634001) for Shell Provident Fund, reported by Shell Usa, Inc. under EIN 13-1299890 and plan number 002. It reports 25,739 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240627124604NAL0021425634001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Shell Usa, Inc.
- EIN
- 13-1299890
- Plan number
- 002
- Location
- Houston, TX
- Participants
- 25,739
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,728,041,355
- Total liabilities (EOY)
- $14,919,883
- Net assets (EOY)
- $10,713,121,472
- Employer contributions
- $196,541,735
- Participant contributions
- $219,948,497
- Total income / additions
- $2,025,233,815
- Benefits paid
- $801,912,657
- Administrative expenses
- $6,789,706
- Total expenses
- $809,169,783
- Net increase / (decrease)
- $1,216,064,032
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blackrock Institutional Trust Co. | NONE | $1,745,949 | $2,703,939 |
| Edelman Financial Engines,Inc | NONE | $3,335,048 | not reported in the loaded dataset |
| Fid Inv Inst Ops Co | NONE | $1,070,337 | $975,000 |
| Fid Mgmt Trust Co | NONE | $216,902 | not reported in the loaded dataset |
| Ernst & Young | NONE | $158,000 | not reported in the loaded dataset |
| Russell Implementation Services | NONE | $112,229 | not reported in the loaded dataset |
| J. Muse | EMPLOYEE | $108,007 | not reported in the loaded dataset |
| M. Lauderdale | EMPLOYEE | $80,834 | not reported in the loaded dataset |
| J. Carrier | EMPLOYEE | $44,172 | not reported in the loaded dataset |
| Aon Benefits And Insurance Services | NONE | $18,612 | not reported in the loaded dataset |