Chevron Phillips Chemical Company Lp Pension Plan Master Trust — Form 5500 plan (Chevron Phillips Chemical Company Lp)
Plain-English plan 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, Chevron Phillips Chemical Company Lp Pension Plan Master Trust is a benefit plan reported by Chevron Phillips Chemical Company Lp under EIN 04-6934777 and plan number 007. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $1,040,690,510 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Chevron Phillips Chemical Company Lp
- EIN
- 04-6934777
- Plan number
- 007
- Plan type
- 4
- Location
- The Woodlands, TX
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $1,040,690,510
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241014191632NAL0047253232001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,040,690,510
- Total liabilities (EOY)
- $350,530
- Net assets (EOY)
- $1,040,339,980
- Net assets (BOY)
- $1,017,312,374
Income & contributions
- Total income / additions
- $81,174,751
Expenses & distributions
- Administrative expenses
- $1,782,683
- Total expenses
- $1,782,683
- Net increase / (decrease)
- $79,392,068
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $808,069 | not reported in the loaded dataset | 2023 |
| Legal And General Investment Mgmt | NONE | $389,420 | not reported in the loaded dataset | 2023 |
| Pretium | NONE | $329,710 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | NONE | $49,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Chevron Phillips Chemical Company Lp
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in The Woodlands, TX
- Willis Towers Watson Us LLC — Schedule C compensation
- Legal And General Investment Mgmt — Schedule C compensation
- Pretium — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation