2023 Form 5500 filing — Chevron Employee Savings Investment 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 20241015144322NAL0049977328001) for Chevron Employee Savings Investment Plan, reported by Chevron Corporation under EIN 94-0890210 and plan number 001. It reports 33,887 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015144322NAL0049977328001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Chevron Corporation
- EIN
- 94-0890210
- Plan number
- 001
- Location
- San Ramon, CA
- Participants
- 33,887
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,940,367,921
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,940,367,921
- Employer contributions
- $313,217,679
- Participant contributions
- $389,444,348
- Total income / additions
- $2,070,320,459
- Benefits paid
- $1,739,374,342
- Administrative expenses
- $3,193,201
- Total expenses
- $1,742,567,543
- Net increase / (decrease)
- $327,752,916
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $2,537,719 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $205,168 | $0 |
| Willis Towers Watson | CONSULTANT | $151,173 | not reported in the loaded dataset |
| Capfinancial Partners | CONSULTANT | $95,000 | not reported in the loaded dataset |
| Seyfarth Shaw Llp | LEGAL | $77,280 | not reported in the loaded dataset |
| Grant Thornton Llp | ACCOUNTANT/AUDITOR | $75,340 | not reported in the loaded dataset |
| Chevron Corporation | PLAN SPONSOR | $32,205 | not reported in the loaded dataset |
| Advantage Mailing, LLC | OTHER SERVICES | $15,787 | not reported in the loaded dataset |
| Informa Investments Solutions | CONSULTANT | $13,239 | not reported in the loaded dataset |