2023 Form 5500 filing — Chevron Phillips Chemical Company Lp Pension Plan Master 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 20241014191632NAL0047253232001) for Chevron Phillips Chemical Company Lp Pension Plan Master Trust, reported by Chevron Phillips Chemical Company Lp under EIN 04-6934777 and plan number 007. 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
- 20241014191632NAL0047253232001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Chevron Phillips Chemical Company Lp
- EIN
- 04-6934777
- Plan number
- 007
- Location
- The Woodlands, 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)
- $1,040,690,510
- Total liabilities (EOY)
- $350,530
- Net assets (EOY)
- $1,040,339,980
- Total income / additions
- $81,174,751
- Administrative expenses
- $1,782,683
- Total expenses
- $1,782,683
- Net increase / (decrease)
- $79,392,068
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $808,069 | not reported in the loaded dataset |
| Legal And General Investment Mgmt | NONE | $389,420 | not reported in the loaded dataset |
| Pretium | NONE | $329,710 | not reported in the loaded dataset |
| Fidelity Investments Institutional | NONE | $49,000 | not reported in the loaded dataset |