The Star Enterprise Retirement Plan — Form 5500 plan (Star Enterprise C/O Chevron Corporation)
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, The Star Enterprise Retirement Plan is a benefit plan reported by Star Enterprise C/O Chevron Corporation under EIN 76-0567102 and plan number 001. The latest loaded filing year is 2023. The filing reports 881 participants and $18,664,772 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Star Enterprise C/O Chevron Corporation
- EIN
- 76-0567102
- Plan number
- 001
- Plan type
- 2
- Location
- San Ramon, CA
- Latest filing year
- 2023
- Participants
- 881
- End-of-year plan assets
- $18,664,772
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 881 | H, C | 20241014073842NAL0026771105001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,664,772
- Total liabilities (EOY)
- $18,689
- Net assets (EOY)
- $18,646,083
- Net assets (BOY)
- $44,764,620
Income & contributions
- Employer contributions
- $3,400,000
- Participant contributions
- $0
- Total contributions
- $3,400,000
- Total income / additions
- $8,462,130
Expenses & distributions
- Benefits paid
- $33,530,862
- Administrative expenses
- $1,049,805
- Total expenses
- $34,580,667
- Net increase / (decrease)
- -$26,118,537
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $385,104 | not reported in the loaded dataset | 2023 |
| Chevron Corporation | EMPLOYER | $170,182 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | NONE | $35,000 | $265 | 2023 |
| Withum Smith + Brown | NONE | $23,412 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | NONE | $7,839 | not reported in the loaded dataset | 2023 |
| Alirt Research | NONE | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Star Enterprise C/O Chevron Corporation
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Ramon, CA
- Willis Towers Watson Us LLC — Schedule C compensation
- Chevron Corporation — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Withum Smith + Brown — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Alirt Research — Schedule C compensation