2023 Form 5500 filing — Chevron Phillips Chemical Puerto Rico Core LLC Pension 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 20241014190627NAL0013773283003) for Chevron Phillips Chemical Puerto Rico Core LLC Pension Plan, reported by Chevron Phillips Chemical Puerto Rico Core LLC under EIN 26-1428318 and plan number 005. It reports 194 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014190627NAL0013773283003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Chevron Phillips Chemical Puerto Rico Core LLC
- EIN
- 26-1428318
- Plan number
- 005
- Location
- The Woodlands, TX
- Participants
- 194
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,070,989
- Total liabilities (EOY)
- $9,586
- Net assets (EOY)
- $10,061,403
- Total income / additions
- $1,424,547
- Benefits paid
- $910,174
- Administrative expenses
- $73,265
- Total expenses
- $983,439
- Net increase / (decrease)
- $441,108
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Banco Popular De Puerto Rico | TRUSTEE | $33,618 | $0 |
| Weaver & Tidwell, Llp | AUDITOR | $16,943 | not reported in the loaded dataset |
| Towers Watson | ACTUARY | $16,484 | not reported in the loaded dataset |
| Blackrock Institutional Trust Comp. | INVESTMENT MANAGEMENT | $6,220 | $0 |