2023 Form 5500 filing — Chevron Master Pension Trust
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 20241014075007NAL0045234032001) for Chevron Master Pension Trust, reported by Chevron Corporation under EIN 94-0890210 and plan number 101. 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
- 20241014075007NAL0045234032001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Chevron Corporation
- EIN
- 94-0890210
- Plan number
- 101
- Location
- San Ramon, CA
- 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)
- $12,307,527,173
- Total liabilities (EOY)
- $2,711,821,257
- Net assets (EOY)
- $9,595,705,916
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $923,886,619
- Benefits paid
- $0
- Administrative expenses
- $41,833,381
- Total expenses
- $41,833,381
- Net increase / (decrease)
- $882,053,238
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $5,221,364 | not reported in the loaded dataset |
| Arrowstreet Capital, Limited Partne | NONE | $3,373,176 | not reported in the loaded dataset |
| Ifm Investors (Us) Advisor LLC | NONE | $2,946,110 | not reported in the loaded dataset |
| Alliance Bernstein | NONE | $2,550,790 | not reported in the loaded dataset |
| Prudential Insurance Co. Of America | NONE | $2,470,216 | not reported in the loaded dataset |
| Jp Morgan Chase Bank, National Asso | NONE | $1,914,961 | not reported in the loaded dataset |
| Global Infrastructure Iii Partners | NONE | $1,810,143 | not reported in the loaded dataset |
| Principal Life Insurance Company | NONE | $1,746,927 | not reported in the loaded dataset |
| Polaris Capital Management, LLC | NONE | $1,600,821 | not reported in the loaded dataset |
| Chevron Corporation | EMPLOYER | $1,506,483 | not reported in the loaded dataset |
| Wellington Management | NONE | $1,473,121 | $18,703 |
| Mfs Institutional Advisors | NONE | $1,460,559 | not reported in the loaded dataset |
| Lsv Investment Asset Management | NONE | $1,419,099 | not reported in the loaded dataset |
| The Northern Trust Company | NONE | $848,092 | not reported in the loaded dataset |
| Ubs Realty Investors LLC | NONE | $725,865 | not reported in the loaded dataset |
| Metlife Investment Management | NONE | $605,417 | not reported in the loaded dataset |
| Prudential Asset Management (Pgim) | NONE | $593,686 | not reported in the loaded dataset |
| Allspring | NONE | $493,786 | not reported in the loaded dataset |
| Callan LLC | NONE | $456,556 | not reported in the loaded dataset |
| Principal Bank | NONE | $441,118 | not reported in the loaded dataset |
| Jp Morgan Investment Management Inc | NONE | $356,727 | not reported in the loaded dataset |
| Aon Consulting Inc. | NONE | $354,170 | not reported in the loaded dataset |
| Nomura Corporate Research And Asset | NONE | $277,166 | not reported in the loaded dataset |
| Blackrock Institutional Trust Co | NONE | $167,032 | $77,965 |
| Guggenheim Partners Invest Mngt LLC | NONE | $196,291 | not reported in the loaded dataset |
| Populus | NONE | $174,420 | not reported in the loaded dataset |
| Prudential Retirement Ins Annuity | NONE | $122,148 | not reported in the loaded dataset |
| Withumsmith+Brown | NONE | $103,232 | not reported in the loaded dataset |
| Kathleen Lutito | NONE | $63,134 | not reported in the loaded dataset |
| Seyfarth Shaw Llp | NONE | $46,410 | not reported in the loaded dataset |
| Evestment | NONE | $46,071 | not reported in the loaded dataset |
| Global Trading Analytics | NONE | $35,000 | not reported in the loaded dataset |
| Lazard Asset Management LLC | NONE | $23,412 | not reported in the loaded dataset |
| Tbbc Ltd | NONE | $14,901 | not reported in the loaded dataset |
| Ashmore Investment Management Ltd | NONE | $13,580 | not reported in the loaded dataset |
| Paul Hastings Llp | NONE | $11,380 | not reported in the loaded dataset |