Shell Provident Fund — Form 5500 plan (Shell Usa, Inc.)
Plain-English plan 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, Shell Provident Fund is a benefit plan reported by Shell Usa, Inc. under EIN 13-1299890 and plan number 002. The latest loaded filing year is 2023. The filing reports 25,739 participants and $10,728,041,355 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Shell Usa, Inc.
- EIN
- 13-1299890
- Plan number
- 002
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 25,739
- End-of-year plan assets
- $10,728,041,355
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 25,739 | H, C | 20240627124604NAL0021425634001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,728,041,355
- Total liabilities (EOY)
- $14,919,883
- Net assets (EOY)
- $10,713,121,472
- Net assets (BOY)
- $9,497,057,440
Income & contributions
- Employer contributions
- $196,541,735
- Participant contributions
- $219,948,497
- Total contributions
- $444,752,924
- Total income / additions
- $2,025,233,815
Expenses & distributions
- Benefits paid
- $801,912,657
- Administrative expenses
- $6,789,706
- Total expenses
- $809,169,783
- Net increase / (decrease)
- $1,216,064,032
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blackrock Institutional Trust Co. | NONE | $1,745,949 | $2,703,939 | 2023 |
| Edelman Financial Engines,Inc | NONE | $3,335,048 | not reported in the loaded dataset | 2023 |
| Fid Inv Inst Ops Co | NONE | $1,070,337 | $975,000 | 2023 |
| Fid Mgmt Trust Co | NONE | $216,902 | not reported in the loaded dataset | 2023 |
| Ernst & Young | NONE | $158,000 | not reported in the loaded dataset | 2023 |
| Russell Implementation Services | NONE | $112,229 | not reported in the loaded dataset | 2023 |
| J. Muse | EMPLOYEE | $108,007 | not reported in the loaded dataset | 2023 |
| M. Lauderdale | EMPLOYEE | $80,834 | not reported in the loaded dataset | 2023 |
| J. Carrier | EMPLOYEE | $44,172 | not reported in the loaded dataset | 2023 |
| Aon Benefits And Insurance Services | NONE | $18,612 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Shell Usa, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Blackrock Institutional Trust Co. — Schedule C compensation
- Edelman Financial Engines,Inc — Schedule C compensation
- Fid Inv Inst Ops Co — Schedule C compensation
- Fid Mgmt Trust Co — Schedule C compensation
- Ernst & Young — Schedule C compensation
- Russell Implementation Services — Schedule C compensation
- J. Muse — Schedule C compensation
- M. Lauderdale — Schedule C compensation
- J. Carrier — Schedule C compensation
- Aon Benefits And Insurance Services — Schedule C compensation