2023 Form 5500 filing — Oxy Combined Alliance Bernstein
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 20241014100116NAL0014734563001) for Oxy Combined Alliance Bernstein, reported by The Occidental Petroleum Corp Master Retirement Plan Trust under EIN 36-3055057 and plan number 111. 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
- 20241014100116NAL0014734563001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- The Occidental Petroleum Corp Master Retirement Plan Trust
- EIN
- 36-3055057
- Plan number
- 111
- 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)
- $76,051,615
- Total liabilities (EOY)
- $914,281
- Net assets (EOY)
- $75,137,334
- Total income / additions
- $5,823,423
- Benefits paid
- $0
- Administrative expenses
- $780,025
- Total expenses
- $780,025
- Net increase / (decrease)
- $5,043,398
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alliance Bernstein L.P. | SERVICE PROVIDER | $611,555 | $0 |
| The Bank Of New York Mellon | SERVICE PROVIDER | $38,789 | not reported in the loaded dataset |