2023 Form 5500 filing — Shell Pension Plan
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 20241008105542NAL0017429297001) for Shell Pension Plan, reported by Shell Usa, Inc. under EIN 13-1299890 and plan number 001. It reports 54,109 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008105542NAL0017429297001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Shell Usa, Inc.
- EIN
- 13-1299890
- Plan number
- 001
- Location
- Houston, TX
- Participants
- 54,109
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,133,347,097
- Total liabilities (EOY)
- $99,041,214
- Net assets (EOY)
- $15,034,305,883
- Employer contributions
- $160,000,000
- Total income / additions
- $1,504,866,670
- Benefits paid
- $881,780,094
- Administrative expenses
- $57,061,031
- Total expenses
- $938,841,125
- Net increase / (decrease)
- $566,025,545
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wellington Management | NONE | $2,993,861 | $0 |
| Pgim, Inc. | NONE | $2,670,795 | $0 |
| Fmr LLC | NONE | $2,374,948 | not reported in the loaded dataset |
| Blackrock Institutional Trust Co. | NONE | $2,254,099 | $0 |
| The Bank Of New York Mellon | NONE | $1,821,388 | $0 |
| Dodge & Cox | NONE | $1,741,346 | $0 |
| Metlife Investment Manager | NONE | $1,559,706 | $0 |
| Jp Morgan Chase Bank | NONE | $1,395,372 | $0 |
| Frank Russell Company | NONE | $932,522 | not reported in the loaded dataset |
| Aon Consulting | NONE | $838,369 | not reported in the loaded dataset |
| Morgan Stanley Hy | NONE | $688,690 | $0 |
| Mackay Shields | NONE | $619,806 | $0 |
| Blackstone Capital Partners | NONE | $345,319 | $0 |
| Ernst & Young Llp | NONE | $265,000 | not reported in the loaded dataset |
| Northern Trust Investments Inc | NONE | $221,229 | $0 |
| Manager, Invest Admin And Controls | EMPLOYEE OF PLAN SPONSOR | $151,379 | not reported in the loaded dataset |
| Proskauer Rose Llp | NONE | $145,682 | not reported in the loaded dataset |
| Sr. Pension And Savings Analyst | EMPLOYEE OF PLAN SPONSOR | $142,986 | not reported in the loaded dataset |
| Sr. Financial Analyst | EMPLOYEE OF PLAN SPONSOR | $133,276 | not reported in the loaded dataset |
| Axa Equitable | NONE | $116,362 | $0 |
| Deloitte Tax Llp | NONE | $106,250 | not reported in the loaded dataset |
| Manager, Pension Admin | EMPLOYEE OF PLAN SPONSOR | $98,987 | not reported in the loaded dataset |
| Pension And Savings Analyst | EMPLOYEE OF PLAN SPONSOR | $94,818 | not reported in the loaded dataset |
| Institutional Protection Services | NONE | $29,296 | not reported in the loaded dataset |
| Msci, Inc. | NONE | $20,110 | not reported in the loaded dataset |
| Finance Analyst | EMPLOYEE OF PLAN SPONSOR | $14,818 | not reported in the loaded dataset |
| Blackstone Holdings I, Lp | NONE | $8,846 | $0 |
| Pension And Savings Analyst | EMPLOYEE OF PLAN SPONSOR | $2,608 | not reported in the loaded dataset |
| Morgan, Lewis And Bockius Llp | NONE | $1,248 | not reported in the loaded dataset |
| Bloomberg, L.P | NONE | $889 | not reported in the loaded dataset |