2023 Form 5500 filing — Pension Plan For Hourly Rate Employees Of Performance Pipe At Bloomfield & Fairfield, Iowa

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 20241014190123NAL0028127841003) for Pension Plan For Hourly Rate Employees Of Performance Pipe At Bloomfield & Fairfield, Iowa, reported by Chevron Phillips Chemical Company Lp under EIN 73-1587712 and plan number 003. It reports 268 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241014190123NAL0028127841003
Filing year
2023
Form type
2
Plan sponsor
Chevron Phillips Chemical Company Lp
EIN
73-1587712
Plan number
003
Location
The Woodlands, TX
Participants
268
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$9,755,893
Total liabilities (EOY)
$3,751
Net assets (EOY)
$9,752,142
Total income / additions
$735,461
Benefits paid
$347,930
Administrative expenses
$53,054
Total expenses
$400,984
Net increase / (decrease)
$334,477
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Weaver & Tidwell, LlpNONE$16,326not reported in the loaded dataset
Fidelity Invstmnt Institutional OpsNONE$11,000not reported in the loaded dataset

Related Form 5500 pages