2023 Form 5500 filing — Shell Usa, Inc. Health & Wellbeing 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 20250516095152NAL0020214577001) for Shell Usa, Inc. Health & Wellbeing Plan, reported by Shell Usa, Inc. under EIN 13-1299890 and plan number 501. It reports 34,377 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250516095152NAL0020214577001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Shell Usa, Inc.
- EIN
- 13-1299890
- Plan number
- 501
- Location
- Houston, TX
- Participants
- 34,377
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $45,277,059
- Total liabilities (EOY)
- $33,393,071
- Net assets (EOY)
- $11,883,988
- Employer contributions
- $262,147,894
- Participant contributions
- $163,614,606
- Total income / additions
- $440,998,928
- Benefits paid
- $479,703,324
- Administrative expenses
- $13,696,166
- Total expenses
- $493,399,490
- Net increase / (decrease)
- -$52,400,562
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| United Healthcare Insurance Co | NONE | $11,274,844 | not reported in the loaded dataset |
| Cigna Health And Life Insurance Gem | NONE | $1,376,227 | not reported in the loaded dataset |
| Kelsey-Seybold Clinic | NONE | $834,129 | not reported in the loaded dataset |
| Mcconnell & Jones Llp | NONE | $80,000 | not reported in the loaded dataset |
| Principal Trust Company | NONE | $74,200 | not reported in the loaded dataset |
| Barolet | NONE | $32,468 | not reported in the loaded dataset |
| Aon | NONE | $14,299 | not reported in the loaded dataset |
| Ernest And Young | NONE | $10,000 | not reported in the loaded dataset |