Bp Master Trust For Employee Pension Plans — 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 Master Trust For Employee Pension Plans is a benefit plan reported by Bp Corporation North America Inc. under EIN 36-1812780 and plan number 300. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $5,463,166,021 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
300
Plan type
4
Location
Houston, TX
Latest filing year
2023
Participants
not reported in the loaded dataset
End-of-year plan assets
$5,463,166,021

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH, C20241011170851NAL0039593968001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,463,166,021
Total liabilities (EOY)
$2,664,022
Net assets (EOY)
$5,460,501,999
Net assets (BOY)
$5,338,151,899

Income & contributions

Total contributions
$0
Total income / additions
$385,334,718

Expenses & distributions

Benefits paid
$0
Administrative expenses
$8,317,700
Total expenses
$8,317,700
Net increase / (decrease)
$377,017,018

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Legal & General Invst Mgmt AmericaNONE$1,646,500not reported in the loaded dataset2023
Nisa Investment Advisors LLCNONE$1,249,860not reported in the loaded dataset2023
Pgim, Inc.NONE$888,072not reported in the loaded dataset2023
Jpmorgan Chase Bank, NaNONE$882,961$12023
Green Equity Investors Vi, LpNONE$402,215not reported in the loaded dataset2023
Marsh Usa IncNONE$359,679not reported in the loaded dataset2023
Prudential Capital Mezzanine V, LpNONE$303,522not reported in the loaded dataset2023
Francisco Partners Vi-B, LpNONE$296,061not reported in the loaded dataset2023
Francisco Partners V-B, LpNONE$285,746not reported in the loaded dataset2023
Hellman & Friedman Cap Ptrs X LpNONE$277,348not reported in the loaded dataset2023
Hellman & Friedman Cap Ptrs Vii LpNONE$257,101not reported in the loaded dataset2023
Tcv Vii-A LpNONE$202,580not reported in the loaded dataset2023
Caltius Partners Iv, LpNONE$199,060not reported in the loaded dataset2023
Francisco Ptrs Agility Ii-A, L.P.NONE$187,500not reported in the loaded dataset2023
Mason Wells Buyout Fund Iv LpNONE$168,444not reported in the loaded dataset2023
Hellman & Friedman Cap Ptrs Viii LpNONE$165,329not reported in the loaded dataset2023
State Street Global AdvisorsNONE$119,311$02023
Bloomberg Finance LpNONE$105,483not reported in the loaded dataset2023
Winston & Strawn LlpNONE$100,000not reported in the loaded dataset2023
Hamilton Lane Co-Invst Fund Iii LpNONE$91,156not reported in the loaded dataset2023
Kkr Sp Situations (Te) Feeder Ii LpNONE$86,672not reported in the loaded dataset2023
Trilantic Capital Partners Iv L.P.NONE$67,186not reported in the loaded dataset2023
Prudential Capital Partners Iv, LpNONE$51,066not reported in the loaded dataset2023
Mercer LimitedNONE$40,232not reported in the loaded dataset2023
Nyse Market Inc.NONE$39,204not reported in the loaded dataset2023
Jfl Equity Investors Iii LpNONE$34,860not reported in the loaded dataset2023
Bertram Growth Capital Ii-A, L.P.NONE$34,689not reported in the loaded dataset2023
Prudential Capital Partners Iii, LpNONE$12,280not reported in the loaded dataset2023
Blackstone Capital Partners V L.P.NONE$10,230not reported in the loaded dataset2023
Hamilton Lane Co-Invst Fund Ii LpNONE$8,332not reported in the loaded dataset2023

Related Form 5500 pages