Chevron Master Pension Trust — Form 5500 plan (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, Chevron Master Pension Trust is a benefit plan reported by Chevron Corporation under EIN 94-0890210 and plan number 101. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $12,307,527,173 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Chevron Corporation
- EIN
- 94-0890210
- Plan number
- 101
- Plan type
- 4
- Location
- San Ramon, CA
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $12,307,527,173
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241014075007NAL0045234032001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,307,527,173
- Total liabilities (EOY)
- $2,711,821,257
- Net assets (EOY)
- $9,595,705,916
- Net assets (BOY)
- $8,489,506,944
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total contributions
- $0
- Total income / additions
- $923,886,619
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $41,833,381
- Total expenses
- $41,833,381
- Net increase / (decrease)
- $882,053,238
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $5,221,364 | not reported in the loaded dataset | 2023 |
| Arrowstreet Capital, Limited Partne | NONE | $3,373,176 | not reported in the loaded dataset | 2023 |
| Ifm Investors (Us) Advisor LLC | NONE | $2,946,110 | not reported in the loaded dataset | 2023 |
| Alliance Bernstein | NONE | $2,550,790 | not reported in the loaded dataset | 2023 |
| Prudential Insurance Co. Of America | NONE | $2,470,216 | not reported in the loaded dataset | 2023 |
| Jp Morgan Chase Bank, National Asso | NONE | $1,914,961 | not reported in the loaded dataset | 2023 |
| Global Infrastructure Iii Partners | NONE | $1,810,143 | not reported in the loaded dataset | 2023 |
| Principal Life Insurance Company | NONE | $1,746,927 | not reported in the loaded dataset | 2023 |
| Polaris Capital Management, LLC | NONE | $1,600,821 | not reported in the loaded dataset | 2023 |
| Chevron Corporation | EMPLOYER | $1,506,483 | not reported in the loaded dataset | 2023 |
| Wellington Management | NONE | $1,473,121 | $18,703 | 2023 |
| Mfs Institutional Advisors | NONE | $1,460,559 | not reported in the loaded dataset | 2023 |
| Lsv Investment Asset Management | NONE | $1,419,099 | not reported in the loaded dataset | 2023 |
| The Northern Trust Company | NONE | $848,092 | not reported in the loaded dataset | 2023 |
| Ubs Realty Investors LLC | NONE | $725,865 | not reported in the loaded dataset | 2023 |
| Metlife Investment Management | NONE | $605,417 | not reported in the loaded dataset | 2023 |
| Prudential Asset Management (Pgim) | NONE | $593,686 | not reported in the loaded dataset | 2023 |
| Allspring | NONE | $493,786 | not reported in the loaded dataset | 2023 |
| Callan LLC | NONE | $456,556 | not reported in the loaded dataset | 2023 |
| Principal Bank | NONE | $441,118 | not reported in the loaded dataset | 2023 |
| Jp Morgan Investment Management Inc | NONE | $356,727 | not reported in the loaded dataset | 2023 |
| Aon Consulting Inc. | NONE | $354,170 | not reported in the loaded dataset | 2023 |
| Nomura Corporate Research And Asset | NONE | $277,166 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional Trust Co | NONE | $167,032 | $77,965 | 2023 |
| Guggenheim Partners Invest Mngt LLC | NONE | $196,291 | not reported in the loaded dataset | 2023 |
| Populus | NONE | $174,420 | not reported in the loaded dataset | 2023 |
| Prudential Retirement Ins Annuity | NONE | $122,148 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown | NONE | $103,232 | not reported in the loaded dataset | 2023 |
| Kathleen Lutito | NONE | $63,134 | not reported in the loaded dataset | 2023 |
| Seyfarth Shaw Llp | NONE | $46,410 | not reported in the loaded dataset | 2023 |
| Evestment | NONE | $46,071 | not reported in the loaded dataset | 2023 |
| Global Trading Analytics | NONE | $35,000 | not reported in the loaded dataset | 2023 |
| Lazard Asset Management LLC | NONE | $23,412 | not reported in the loaded dataset | 2023 |
| Tbbc Ltd | NONE | $14,901 | not reported in the loaded dataset | 2023 |
| Ashmore Investment Management Ltd | NONE | $13,580 | not reported in the loaded dataset | 2023 |
| Paul Hastings Llp | NONE | $11,380 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for 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
- Arrowstreet Capital, Limited Partne — Schedule C compensation
- Ifm Investors (Us) Advisor LLC — Schedule C compensation
- Alliance Bernstein — Schedule C compensation
- Prudential Insurance Co. Of America — Schedule C compensation
- Jp Morgan Chase Bank, National Asso — Schedule C compensation
- Global Infrastructure Iii Partners — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Polaris Capital Management, LLC — Schedule C compensation
- Chevron Corporation — Schedule C compensation
- Wellington Management — Schedule C compensation
- Mfs Institutional Advisors — Schedule C compensation
- Lsv Investment Asset Management — Schedule C compensation
- The Northern Trust Company — Schedule C compensation
- Ubs Realty Investors LLC — Schedule C compensation
- Metlife Investment Management — Schedule C compensation
- Prudential Asset Management (Pgim) — Schedule C compensation
- Allspring — Schedule C compensation
- Callan LLC — Schedule C compensation
- Principal Bank — Schedule C compensation
- Jp Morgan Investment Management Inc — Schedule C compensation
- Aon Consulting Inc. — Schedule C compensation
- Nomura Corporate Research And Asset — Schedule C compensation
- Blackrock Institutional Trust Co — Schedule C compensation
- Guggenheim Partners Invest Mngt LLC — Schedule C compensation
- Populus — Schedule C compensation
- Prudential Retirement Ins Annuity — Schedule C compensation
- Withumsmith+Brown — Schedule C compensation
- Kathleen Lutito — Schedule C compensation
- Seyfarth Shaw Llp — Schedule C compensation
- Evestment — Schedule C compensation
- Global Trading Analytics — Schedule C compensation
- Lazard Asset Management LLC — Schedule C compensation
- Tbbc Ltd — Schedule C compensation
- Ashmore Investment Management Ltd — Schedule C compensation
- Paul Hastings Llp — Schedule C compensation