Oxy Mrt Consolidated — Form 5500 plan (The Occidental Petroleum Corp Master Retirement Plan Trust)

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, Oxy Mrt Consolidated is a benefit plan reported by The Occidental Petroleum Corp Master Retirement Plan Trust under EIN 36-3055057 and plan number 100. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $616,039,526 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$616MPlan net assets, end of year$616,039,526
ParticipantsNot reported
Assets / participantNot reported
Provider compensation$168.4K1 Schedule C provider row(s)$168,356
Plan sponsor
The Occidental Petroleum Corp Master Retirement Plan Trust
EIN
36-3055057
Plan number
100
Plan type
4
Location
Houston, TX
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH, C20241014100453NAL0026980593001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$616M total assets
Net assets$616MLiabilities$0
Money in vs. money out
Total income / additions$80.7M
Total expenses$342.6K
Benefits paid / distributions$0
Full reported line items

Net assets

Total assets (EOY)
$616,039,526
Total liabilities (EOY)
$0
Net assets (EOY)
$616,039,526
Net assets (BOY)
$530,108,428

Income & contributions

Total contributions
$0
Total income / additions
$80,709,189

Expenses & distributions

Benefits paid
$0
Administrative expenses
$342,591
Total expenses
$342,591
Net increase / (decrease)
$80,366,598
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets0%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Bank Of New York MellonSERVICE PROVIDER$168,356not reported in the loaded dataset2023

Related Form 5500 pages