Lyondellbasell Master Trust — Form 5500 plan (Lyondell Chemical Company)
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, Lyondellbasell Master Trust is a benefit plan reported by Lyondell Chemical Company under EIN 13-7073479 and plan number 009. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $1,019,057,147 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lyondell Chemical Company
- EIN
- 13-7073479
- Plan number
- 009
- Plan type
- 4
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $1,019,057,147
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20240927081946NAL0003203616001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,019,057,147
- Total liabilities (EOY)
- $2,819,260
- Net assets (EOY)
- $1,016,237,887
- Net assets (BOY)
- $1,004,804,218
Income & contributions
- Total contributions
- $0
- Total income / additions
- $87,567,177
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $5,815,768
- Total expenses
- $7,438,176
- Net increase / (decrease)
- $80,129,001
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| J.P. Morgan Investment Mgmt, Inc. | NONE | $735,963 | $0 | 2023 |
| Prudential Insurance Co. Of America | NONE | $321,092 | $0 | 2023 |
| Neuberger Berman | NONE | $305,324 | $0 | 2023 |
| The Bank Of New York Mellon | NONE | $294,857 | $0 | 2023 |
| Callan LLC | NONE | $246,440 | not reported in the loaded dataset | 2023 |
| Atlanta Capital Management Company | NONE | $237,522 | $0 | 2023 |
| Nisa Investment Advisors, LLC | NONE | $210,608 | not reported in the loaded dataset | 2023 |
| Prudential Trust Co. | NONE | $112,516 | $0 | 2023 |
| Portfolio Advisors, LLC | NONE | $48,522 | $0 | 2023 |
| Insight Investment | NONE | $42,324 | $0 | 2023 |
| Brandywine Global Investment Mgmt | NONE | $30,140 | $0 | 2023 |
| Bloomberg Finance Lp | NONE | $28,258 | not reported in the loaded dataset | 2023 |
| Groom Law Group, Chartered | NONE | $14,597 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lyondell Chemical Company
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- J.P. Morgan Investment Mgmt, Inc. — Schedule C compensation
- Prudential Insurance Co. Of America — Schedule C compensation
- Neuberger Berman — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Callan LLC — Schedule C compensation
- Atlanta Capital Management Company — Schedule C compensation
- Nisa Investment Advisors, LLC — Schedule C compensation
- Prudential Trust Co. — Schedule C compensation
- Portfolio Advisors, LLC — Schedule C compensation
- Insight Investment — Schedule C compensation
- Brandywine Global Investment Mgmt — Schedule C compensation
- Bloomberg Finance Lp — Schedule C compensation
- Groom Law Group, Chartered — Schedule C compensation