2023 Form 5500 filing — Bp Master Trust For Employee Pension Plans
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 20241011170851NAL0039593968001) for Bp Master Trust For Employee Pension Plans, reported by Bp Corporation North America Inc. under EIN 36-1812780 and plan number 300. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011170851NAL0039593968001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Bp Corporation North America Inc.
- EIN
- 36-1812780
- Plan number
- 300
- Location
- Houston, TX
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,463,166,021
- Total liabilities (EOY)
- $2,664,022
- Net assets (EOY)
- $5,460,501,999
- Total income / additions
- $385,334,718
- Benefits paid
- $0
- Administrative expenses
- $8,317,700
- Total expenses
- $8,317,700
- Net increase / (decrease)
- $377,017,018
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Legal & General Invst Mgmt America | NONE | $1,646,500 | not reported in the loaded dataset |
| Nisa Investment Advisors LLC | NONE | $1,249,860 | not reported in the loaded dataset |
| Pgim, Inc. | NONE | $888,072 | not reported in the loaded dataset |
| Jpmorgan Chase Bank, Na | NONE | $882,961 | $1 |
| Green Equity Investors Vi, Lp | NONE | $402,215 | not reported in the loaded dataset |
| Marsh Usa Inc | NONE | $359,679 | not reported in the loaded dataset |
| Prudential Capital Mezzanine V, Lp | NONE | $303,522 | not reported in the loaded dataset |
| Francisco Partners Vi-B, Lp | NONE | $296,061 | not reported in the loaded dataset |
| Francisco Partners V-B, Lp | NONE | $285,746 | not reported in the loaded dataset |
| Hellman & Friedman Cap Ptrs X Lp | NONE | $277,348 | not reported in the loaded dataset |
| Hellman & Friedman Cap Ptrs Vii Lp | NONE | $257,101 | not reported in the loaded dataset |
| Tcv Vii-A Lp | NONE | $202,580 | not reported in the loaded dataset |
| Caltius Partners Iv, Lp | NONE | $199,060 | not reported in the loaded dataset |
| Francisco Ptrs Agility Ii-A, L.P. | NONE | $187,500 | not reported in the loaded dataset |
| Mason Wells Buyout Fund Iv Lp | NONE | $168,444 | not reported in the loaded dataset |
| Hellman & Friedman Cap Ptrs Viii Lp | NONE | $165,329 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $119,311 | $0 |
| Bloomberg Finance Lp | NONE | $105,483 | not reported in the loaded dataset |
| Winston & Strawn Llp | NONE | $100,000 | not reported in the loaded dataset |
| Hamilton Lane Co-Invst Fund Iii Lp | NONE | $91,156 | not reported in the loaded dataset |
| Kkr Sp Situations (Te) Feeder Ii Lp | NONE | $86,672 | not reported in the loaded dataset |
| Trilantic Capital Partners Iv L.P. | NONE | $67,186 | not reported in the loaded dataset |
| Prudential Capital Partners Iv, Lp | NONE | $51,066 | not reported in the loaded dataset |
| Mercer Limited | NONE | $40,232 | not reported in the loaded dataset |
| Nyse Market Inc. | NONE | $39,204 | not reported in the loaded dataset |
| Jfl Equity Investors Iii Lp | NONE | $34,860 | not reported in the loaded dataset |
| Bertram Growth Capital Ii-A, L.P. | NONE | $34,689 | not reported in the loaded dataset |
| Prudential Capital Partners Iii, Lp | NONE | $12,280 | not reported in the loaded dataset |
| Blackstone Capital Partners V L.P. | NONE | $10,230 | not reported in the loaded dataset |
| Hamilton Lane Co-Invst Fund Ii Lp | NONE | $8,332 | not reported in the loaded dataset |