Bp Directsave Plan — Form 5500 plan (Bp Corporation North America 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, Bp Directsave Plan is a benefit plan reported by Bp Corporation North America Inc. under EIN 36-1812780 and plan number 052. The latest loaded filing year is 2023. The filing reports 139 participants and $35,123,823 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bp Corporation North America Inc.
EIN
36-1812780
Plan number
052
Plan type
2
Location
Houston, TX
Latest filing year
2023
Participants
139
End-of-year plan assets
$35,123,823

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023139H, C20241004110008NAL0012125585001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$35,123,823
Total liabilities (EOY)
$12,145
Net assets (EOY)
$35,111,678
Net assets (BOY)
$1,000,025

Income & contributions

Employer contributions
$968,993
Participant contributions
$1,334,675
Total contributions
$2,771,057
Total income / additions
$5,745,256

Expenses & distributions

Benefits paid
$5,088,960
Administrative expenses
$8,881
Total expenses
$5,127,222
Net increase / (decrease)
$618,034

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Invmts. Inst. OperationsNONE$8,375not reported in the loaded dataset2023
Strategic Advisors, IncNONE$506not reported in the loaded dataset2023

Related Form 5500 pages