2023 Form 5500 filing — Totalenergies Finance Usa, Inc. 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 20241015083028NAL0027832977001) for Totalenergies Finance Usa, Inc. Pension Plan, reported by Totalenergies Finance Usa, Inc. under EIN 23-3060301 and plan number 002. It reports 4,810 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015083028NAL0027832977001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Totalenergies Finance Usa, Inc.
- EIN
- 23-3060301
- Plan number
- 002
- Location
- Houston, TX
- Participants
- 4,810
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $656,205,038
- Total liabilities (EOY)
- $9,052,198
- Net assets (EOY)
- $647,152,840
- Employer contributions
- $51,826,000
- Total income / additions
- $82,910,274
- Benefits paid
- $76,495,061
- Administrative expenses
- $4,487,105
- Total expenses
- $80,982,166
- Net increase / (decrease)
- $1,928,108
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Legal&General Investment Management | NONE | $266,922 | not reported in the loaded dataset |
| T. Rowe Price Trust Co | FIDUCIARY | $204,743 | not reported in the loaded dataset |
| Russell Investments Capital, LLC | NONE | $166,824 | not reported in the loaded dataset |
| Prudential Trust Co. | NONE | $96,043 | not reported in the loaded dataset |
| Insight North America LLC | NONE | $35,752 | not reported in the loaded dataset |
| Russell Investments Trust Company | NONE | $33,253 | not reported in the loaded dataset |
| Aetna Life Insurance Company | NONE | $7,281 | not reported in the loaded dataset |
| Metropolitan Life Insurance Company | NONE | $6,193 | not reported in the loaded dataset |