Shell Usa, Inc. Health & Wellbeing 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 Usa, Inc. Health & Wellbeing Plan is a benefit plan reported by Shell Usa, Inc. under EIN 13-1299890 and plan number 501. The latest loaded filing year is 2023. The filing reports 34,377 participants and $45,277,059 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
- 501
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 34,377
- End-of-year plan assets
- $45,277,059
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 34,377 | H, C | 20250516095152NAL0020214577001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $45,277,059
- Total liabilities (EOY)
- $33,393,071
- Net assets (EOY)
- $11,883,988
- Net assets (BOY)
- $64,284,550
Income & contributions
- Employer contributions
- $262,147,894
- Participant contributions
- $163,614,606
- Total contributions
- $425,762,500
- Total income / additions
- $440,998,928
Expenses & distributions
- Benefits paid
- $479,703,324
- Administrative expenses
- $13,696,166
- Total expenses
- $493,399,490
- Net increase / (decrease)
- -$52,400,562
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| United Healthcare Insurance Co | NONE | $11,274,844 | not reported in the loaded dataset | 2023 |
| Cigna Health And Life Insurance Gem | NONE | $1,376,227 | not reported in the loaded dataset | 2023 |
| Kelsey-Seybold Clinic | NONE | $834,129 | not reported in the loaded dataset | 2023 |
| Mcconnell & Jones Llp | NONE | $80,000 | not reported in the loaded dataset | 2023 |
| Principal Trust Company | NONE | $74,200 | not reported in the loaded dataset | 2023 |
| Barolet | NONE | $32,468 | not reported in the loaded dataset | 2023 |
| Aon | NONE | $14,299 | not reported in the loaded dataset | 2023 |
| Ernest And Young | NONE | $10,000 | 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
- United Healthcare Insurance Co — Schedule C compensation
- Cigna Health And Life Insurance Gem — Schedule C compensation
- Kelsey-Seybold Clinic — Schedule C compensation
- Mcconnell & Jones Llp — Schedule C compensation
- Principal Trust Company — Schedule C compensation
- Barolet — Schedule C compensation
- Aon — Schedule C compensation
- Ernest And Young — Schedule C compensation