Shell Pension Plan — Form 5500 plan (Shell Usa, Inc.)
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, Shell Pension Plan is a benefit plan reported by Shell Usa, Inc. under EIN 13-1299890 and plan number 001. The latest loaded filing year is 2023. The filing reports 54,109 participants and $15,133,347,097 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Shell Usa, Inc.
- EIN
- 13-1299890
- Plan number
- 001
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 54,109
- End-of-year plan assets
- $15,133,347,097
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 54,109 | H, C | 20241008105542NAL0017429297001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,133,347,097
- Total liabilities (EOY)
- $99,041,214
- Net assets (EOY)
- $15,034,305,883
- Net assets (BOY)
- $14,468,280,338
Income & contributions
- Employer contributions
- $160,000,000
- Total contributions
- $160,000,000
- Total income / additions
- $1,504,866,670
Expenses & distributions
- Benefits paid
- $881,780,094
- Administrative expenses
- $57,061,031
- Total expenses
- $938,841,125
- Net increase / (decrease)
- $566,025,545
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wellington Management | NONE | $2,993,861 | $0 | 2023 |
| Pgim, Inc. | NONE | $2,670,795 | $0 | 2023 |
| Fmr LLC | NONE | $2,374,948 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional Trust Co. | NONE | $2,254,099 | $0 | 2023 |
| The Bank Of New York Mellon | NONE | $1,821,388 | $0 | 2023 |
| Dodge & Cox | NONE | $1,741,346 | $0 | 2023 |
| Metlife Investment Manager | NONE | $1,559,706 | $0 | 2023 |
| Jp Morgan Chase Bank | NONE | $1,395,372 | $0 | 2023 |
| Frank Russell Company | NONE | $932,522 | not reported in the loaded dataset | 2023 |
| Aon Consulting | NONE | $838,369 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Hy | NONE | $688,690 | $0 | 2023 |
| Mackay Shields | NONE | $619,806 | $0 | 2023 |
| Blackstone Capital Partners | NONE | $345,319 | $0 | 2023 |
| Ernst & Young Llp | NONE | $265,000 | not reported in the loaded dataset | 2023 |
| Northern Trust Investments Inc | NONE | $221,229 | $0 | 2023 |
| Manager, Invest Admin And Controls | EMPLOYEE OF PLAN SPONSOR | $151,379 | not reported in the loaded dataset | 2023 |
| Proskauer Rose Llp | NONE | $145,682 | not reported in the loaded dataset | 2023 |
| Sr. Pension And Savings Analyst | EMPLOYEE OF PLAN SPONSOR | $142,986 | not reported in the loaded dataset | 2023 |
| Sr. Financial Analyst | EMPLOYEE OF PLAN SPONSOR | $133,276 | not reported in the loaded dataset | 2023 |
| Axa Equitable | NONE | $116,362 | $0 | 2023 |
| Deloitte Tax Llp | NONE | $106,250 | not reported in the loaded dataset | 2023 |
| Manager, Pension Admin | EMPLOYEE OF PLAN SPONSOR | $98,987 | not reported in the loaded dataset | 2023 |
| Pension And Savings Analyst | EMPLOYEE OF PLAN SPONSOR | $94,818 | not reported in the loaded dataset | 2023 |
| Institutional Protection Services | NONE | $29,296 | not reported in the loaded dataset | 2023 |
| Msci, Inc. | NONE | $20,110 | not reported in the loaded dataset | 2023 |
| Finance Analyst | EMPLOYEE OF PLAN SPONSOR | $14,818 | not reported in the loaded dataset | 2023 |
| Blackstone Holdings I, Lp | NONE | $8,846 | $0 | 2023 |
| Pension And Savings Analyst | EMPLOYEE OF PLAN SPONSOR | $2,608 | not reported in the loaded dataset | 2023 |
| Morgan, Lewis And Bockius Llp | NONE | $1,248 | not reported in the loaded dataset | 2023 |
| Bloomberg, L.P | NONE | $889 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Shell Usa, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Wellington Management — Schedule C compensation
- Pgim, Inc. — Schedule C compensation
- Fmr LLC — Schedule C compensation
- Blackrock Institutional Trust Co. — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Dodge & Cox — Schedule C compensation
- Metlife Investment Manager — Schedule C compensation
- Jp Morgan Chase Bank — Schedule C compensation
- Frank Russell Company — Schedule C compensation
- Aon Consulting — Schedule C compensation
- Morgan Stanley Hy — Schedule C compensation
- Mackay Shields — Schedule C compensation
- Blackstone Capital Partners — Schedule C compensation
- Ernst & Young Llp — Schedule C compensation
- Northern Trust Investments Inc — Schedule C compensation
- Manager, Invest Admin And Controls — Schedule C compensation
- Proskauer Rose Llp — Schedule C compensation
- Sr. Pension And Savings Analyst — Schedule C compensation
- Sr. Financial Analyst — Schedule C compensation
- Axa Equitable — Schedule C compensation
- Deloitte Tax Llp — Schedule C compensation
- Manager, Pension Admin — Schedule C compensation
- Pension And Savings Analyst — Schedule C compensation
- Institutional Protection Services — Schedule C compensation
- Msci, Inc. — Schedule C compensation
- Finance Analyst — Schedule C compensation
- Blackstone Holdings I, Lp — Schedule C compensation
- Morgan, Lewis And Bockius Llp — Schedule C compensation
- Bloomberg, L.P — Schedule C compensation