2023 Form 5500 filing — Lyondellbasell Master Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240927081946NAL0003203616001) for Lyondellbasell Master Trust, reported by Lyondell Chemical Company under EIN 13-7073479 and plan number 009. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927081946NAL0003203616001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Lyondell Chemical Company
- EIN
- 13-7073479
- Plan number
- 009
- Location
- Houston, TX
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,019,057,147
- Total liabilities (EOY)
- $2,819,260
- Net assets (EOY)
- $1,016,237,887
- Total income / additions
- $87,567,177
- Benefits paid
- $0
- Administrative expenses
- $5,815,768
- Total expenses
- $7,438,176
- Net increase / (decrease)
- $80,129,001
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| J.P. Morgan Investment Mgmt, Inc. | NONE | $735,963 | $0 |
| Prudential Insurance Co. Of America | NONE | $321,092 | $0 |
| Neuberger Berman | NONE | $305,324 | $0 |
| The Bank Of New York Mellon | NONE | $294,857 | $0 |
| Callan LLC | NONE | $246,440 | not reported in the loaded dataset |
| Atlanta Capital Management Company | NONE | $237,522 | $0 |
| Nisa Investment Advisors, LLC | NONE | $210,608 | not reported in the loaded dataset |
| Prudential Trust Co. | NONE | $112,516 | $0 |
| Portfolio Advisors, LLC | NONE | $48,522 | $0 |
| Insight Investment | NONE | $42,324 | $0 |
| Brandywine Global Investment Mgmt | NONE | $30,140 | $0 |
| Bloomberg Finance Lp | NONE | $28,258 | not reported in the loaded dataset |
| Groom Law Group, Chartered | NONE | $14,597 | not reported in the loaded dataset |