2023 Form 5500 filing — Aramco U.S. Retiree Medical Payment 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 20241014113020NAL0026045841001) for Aramco U.S. Retiree Medical Payment Plan, reported by Aramco Shared Benefits Company under EIN 84-4364434 and plan number 502. It reports 3,351 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.2MReported net assets$1,221,000
Participants3.4K3,351
Provider compensation$900K3 Schedule C row(s)$900,000
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014113020NAL0026045841001
Plan sponsor
Aramco Shared Benefits Company
EIN
84-4364434
Plan number
502
Location
Houston, TX
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$3M total assets
Net assets$1.2MLiabilities$1.8M
Money in vs. money out
Total income / additions$25.5M
Total expenses$26M
Benefits paid / distributions$25.1M
Contributions
Employer$18.8M
Participant$6.7M
Full reported line items
Total assets (EOY)
$2,988,000
Total liabilities (EOY)
$1,767,000
Net assets (EOY)
$1,221,000
Employer contributions
$18,762,000
Participant contributions
$6,712,000
Total income / additions
$25,486,000
Benefits paid
$25,148,000
Administrative expenses
$900,000
Total expenses
$26,048,000
Net increase / (decrease)
-$562,000
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    Aetna$637K
    NONE · Direct $637K
  2. 2
    NONE · Direct $258K
  3. 3
    NONE · Direct $5K

Related Form 5500 pages