2023 Form 5500 filing — Totalenergies Finance Usa, Inc. Cash Balance 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 20241015083404NAL0055210642001) for Totalenergies Finance Usa, Inc. Cash Balance Pension Plan, reported by Totalenergies Finance Usa, Inc. under EIN 23-3060301 and plan number 005. It reports 2,169 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$104MReported net assets$104,011,072
Participants2.2K2,169
Provider compensation$116.6K3 Schedule C row(s)$116,557
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015083404NAL0055210642001
Plan sponsor
Totalenergies Finance Usa, Inc.
EIN
23-3060301
Plan number
005
Location
Houston, TX
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$104M total assets
Net assets$104MLiabilities$0
Money in vs. money out
Total income / additions$16.9M
Total expenses$6.8M
Benefits paid / distributions$5.6M
Contributions
Employer$7.2M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$104,011,072
Total liabilities (EOY)
$0
Net assets (EOY)
$104,011,072
Employer contributions
$7,222,696
Total income / additions
$16,870,241
Benefits paid
$5,568,429
Administrative expenses
$1,267,695
Total expenses
$6,836,124
Net increase / (decrease)
$10,034,117
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    Blackrock$88.8K
    NONE · Direct $42.6K · Indirect $46.2K
  2. 2
    NONE · Direct $23.2K
  3. 3
    NONE · Direct $4.6K

Related Form 5500 pages