2023 Form 5500 filing — The Star Enterprise Retirement Plan
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 20241014073842NAL0026771105001) for The Star Enterprise Retirement Plan, reported by Star Enterprise C/O Chevron Corporation under EIN 76-0567102 and plan number 001. It reports 881 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014073842NAL0026771105001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Star Enterprise C/O Chevron Corporation
- EIN
- 76-0567102
- Plan number
- 001
- Location
- San Ramon, CA
- Participants
- 881
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,664,772
- Total liabilities (EOY)
- $18,689
- Net assets (EOY)
- $18,646,083
- Employer contributions
- $3,400,000
- Participant contributions
- $0
- Total income / additions
- $8,462,130
- Benefits paid
- $33,530,862
- Administrative expenses
- $1,049,805
- Total expenses
- $34,580,667
- Net increase / (decrease)
- -$26,118,537
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $385,104 | not reported in the loaded dataset |
| Chevron Corporation | EMPLOYER | $170,182 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $35,000 | $265 |
| Withum Smith + Brown | NONE | $23,412 | not reported in the loaded dataset |
| Northern Trust Company | NONE | $7,839 | not reported in the loaded dataset |
| Alirt Research | NONE | $5,000 | not reported in the loaded dataset |