2023 Form 5500 filing — Aramco U.S. Retirement Income 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 20241014113400NAL0027161617001) for Aramco U.S. Retirement Income Plan, reported by Aramco Shared Benefits Company under EIN 84-4364434 and plan number 001. It reports 1,933 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014113400NAL0027161617001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aramco Shared Benefits Company
- EIN
- 84-4364434
- Plan number
- 001
- Location
- Houston, TX
- Participants
- 1,933
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,901,533,000
- Total liabilities (EOY)
- $206,462,000
- Net assets (EOY)
- $1,695,071,000
- Employer contributions
- $50,000,000
- Total income / additions
- $194,777,000
- Benefits paid
- $123,305,000
- Administrative expenses
- $7,978,000
- Total expenses
- $131,283,000
- Net increase / (decrease)
- $63,494,000
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Goldman Sachs Vintage Vii | NONE | $1,118,669 | not reported in the loaded dataset |
| Jp Morgan Chase Bank N.A. | NONE | $1,111,938 | not reported in the loaded dataset |
| Citadel Kensington | NONE | $0 | $927,064 |
| Nb Secondary Opportunities Fund Iv | NONE | $746,739 | not reported in the loaded dataset |
| Towerbrook Investors V, Lp | NONE | $742,809 | not reported in the loaded dataset |
| De Shaw Valence Fund | NONE | $0 | $698,468 |
| Partners Group Real Estate 2013 | NONE | $646,343 | not reported in the loaded dataset |
| Lsv Equity | NONE | $587,619 | not reported in the loaded dataset |
| Gryphon Partners Vi, Lp | NONE | $575,497 | not reported in the loaded dataset |
| De Shaw Composite Intl Fund | NONE | $0 | $529,776 |
| Gtcr | NONE | $518,937 | not reported in the loaded dataset |
| Pacific Investment Management Pimco | NONE | $491,124 | not reported in the loaded dataset |
| Francisco Partners | NONE | $458,044 | not reported in the loaded dataset |
| Capula Global Relative Value Fund | NONE | $0 | $380,942 |
| Wellington Cash Plus | NONE | $377,464 | not reported in the loaded dataset |
| C-Bridge Healthcare Fund V, Lp | NONE | $356,480 | not reported in the loaded dataset |
| Lsv Em Equity | NONE | $0 | $298,687 |
| Genstar | NONE | $265,797 | not reported in the loaded dataset |
| Magnetar Constellation Fund | NONE | $0 | $258,698 |
| Boom Co-Invest B, Lp | NONE | $226,564 | not reported in the loaded dataset |
| Varde Inv Ptnrs Offshore | NONE | $0 | $222,747 |
| Polymer Asia (Cayman) Fund Ltd. | NONE | $0 | $216,524 |
| Pricewaterhousecoopers | NONE | $193,683 | not reported in the loaded dataset |
| Samlyn Offshore Fund Ltd | NONE | $0 | $193,390 |
| Related Fund Manager Core Sma | NONE | $191,309 | not reported in the loaded dataset |
| Milliman | NONE | $174,233 | not reported in the loaded dataset |
| Nisa Long Duration Us Credit | NONE | $160,512 | not reported in the loaded dataset |
| Legal & General Long Duration Us | NONE | $137,302 | not reported in the loaded dataset |
| Harris Capital | NONE | $133,262 | not reported in the loaded dataset |
| Systematica Mfsa | NONE | $15,863 | $112,314 |
| Stonepeak Infrastructure Fund Iv Lp | NONE | $114,232 | not reported in the loaded dataset |
| Farallon Capital Offshore Inv Ltd | NONE | $0 | $111,908 |
| Pzena European Focused Value | NONE | $107,556 | not reported in the loaded dataset |
| Russell Investments | NONE | $94,075 | not reported in the loaded dataset |
| Realterm Logistics | NONE | $93,078 | not reported in the loaded dataset |
| Clearlake Capital Partners Vii, Lp | NONE | $92,163 | not reported in the loaded dataset |
| Fidelity Emerging Market | NONE | $89,266 | not reported in the loaded dataset |
| Hg Saturn | NONE | $58,927 | not reported in the loaded dataset |
| Stepstone Group Lp | NONE | $50,000 | not reported in the loaded dataset |
| Pag Loan V Feeder Fund, Lp | NONE | $49,459 | not reported in the loaded dataset |
| Asf Vii | NONE | $47,974 | not reported in the loaded dataset |
| Payden & Rygel | NONE | $41,465 | not reported in the loaded dataset |
| Eqt Infrastructure V | NONE | $39,090 | not reported in the loaded dataset |
| State Street | NONE | $23,036 | not reported in the loaded dataset |
| Financial Recovery Technologies | NONE | $23,000 | not reported in the loaded dataset |
| Blackrock Long Term Govt Bond | NONE | $16,325 | not reported in the loaded dataset |
| Sustainalytics | NONE | $10,901 | not reported in the loaded dataset |
| Vanguard | NONE | $8,991 | not reported in the loaded dataset |
| Pgim Investments | NONE | $8,318 | not reported in the loaded dataset |
| Varde Fund X | NONE | $5,840 | not reported in the loaded dataset |
| Canyon Value Realization Fund | NONE | $0 | $5,722 |