Plan5500

Exxonmobil Retiree Medical Plan — Form 5500 plan (Exxon Mobil Corporation)

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, Exxonmobil Retiree Medical Plan is a benefit plan reported by Exxon Mobil Corporation under EIN 13-5409005 and plan number 540. The latest loaded filing year is 2023. The filing reports 39,685 participants and $65,844,000 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$61.8MPlan net assets, end of year$61,781,000
Participants39.7KCovered participants reported39,685
Assets / participant$1.7KComputed: assets ÷ participants$1,659 (computed)
Provider compensation$21.4M50 Schedule C provider row(s)$21,352,678
Plan sponsor
Exxon Mobil Corporation
EIN
13-5409005
Plan number
540
Plan type
2
Location
Spring, TX
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    39,685 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$65.8M total assets
Net assets$61.8MLiabilities$4.1M
Money in vs. money out
Total income / additions$332.6M
Total expenses$310.3M
Benefits paid / distributions$289.6M
Contributions
Employer$251.6M
Participant$80.9M
Full reported line items

Net assets

Total assets (EOY)
$65,844,000
Total liabilities (EOY)
$4,063,000
Net assets (EOY)
$61,781,000
Net assets (BOY)
$39,466,000

Income & contributions

Employer contributions
$251,613,000
Participant contributions
$80,888,000
Total contributions
$332,501,000
Total income / additions
$332,610,000

Expenses & distributions

Benefits paid
$289,639,000
Administrative expenses
$20,656,000
Total expenses
$310,295,000
Net increase / (decrease)
$22,315,000
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 76%Participant 24%
Total expenses ÷ net assets502%Computed ratio
Benefits paid ÷ total income87%Computed ratio
Provider comp. ÷ net assets35%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Express Scripts$14.8M
    AFFIL. OF PARTY IN INT. · Direct $14.8M
  2. 2
    Aetna Life Insurance Company$3.8M
    AFFIL. OF PARTY IN INT. · Direct $3.8M
  3. 3
    Conduent Hr Services$1.1M
    AFFIL. OF PARTY IN INT. · Direct $1.1M
  4. 4
    Cigna Health And Life Insurance Com$723.9K
    AFFIL. OF PARTY IN INT. · Direct $723.9K
  5. 5
    Pitney Bowes$230.9K
    NONE · Direct $0 · Indirect $230.9K
  6. 6
    Pricewaterhousecoopers$212.2K
    IND AUDITOR OF PLAN SPON · Direct $212.2K
  7. 7
    Rawlings Company$174.3K
    NONE · Direct $0 · Indirect $174.3K
  8. 8
    Bny Mellon$84.8K
    NONE · Direct $0 · Indirect $84.8K
  9. 9
    Cotiviti Healthcare$76.1K
    NONE · Direct $0 · Indirect $76.1K
  10. 10
    Omniclaim$41.6K
    NONE · Direct $0 · Indirect $41.6K
  11. 11
    Optuminsight$22.1K
    NONE · Direct $0 · Indirect $22.1K
  12. 12
    Multiplan, Inc.$21.5K
    NONE · Direct $0 · Indirect $21.5K
  13. 13
    Allied Printing Services, Inc$21.3K
    NONE · Direct $0 · Indirect $21.3K
  14. 14
    Optuminsight$16.8K
    NONE · Direct $0 · Indirect $16.8K
  15. 15
    Willis Towers Watson$10.3K
    AFFIL. OF PARTY IN INT. · Direct $10.3K
  16. 16
    Magellan Healthcare Inc$6.1K
    AFFIL. OF PARTY IN INT. · Direct $6.1K
  17. 17
    United Parcel Services$3.3K
    NONE · Direct $0 · Indirect $3.3K
  18. 18
    Equiclaim$3.2K
    NONE · Direct $0 · Indirect $3.2K
  19. 19
    Equian$2.5K
    NONE · Direct $0 · Indirect $2.5K
  20. 20
    End-Game Strategy$2.2K
    NONE · Direct $0 · Indirect $2.2K
  21. 21
    Goshen General Hospital$0
    NONE · Direct $0 · Indirect $0
  22. 22
    Greene County General Hospital$0
    NONE · Direct $0 · Indirect $0
  23. 23
    Franciscan Health Lafayette$0
    NONE · Direct $0 · Indirect $0
  24. 24
    Franciscan Healthcare Rensselaer (J$0
    NONE · Direct $0 · Indirect $0
  25. 25
    Margaret Mary Community Hospital$0
    NONE · Direct $0 · Indirect $0
  26. 26
    Meadows Hospital$0
    NONE · Direct $0 · Indirect $0
  27. 27
    Monroe Hospital$0
    NONE · Direct $0 · Indirect $0
  28. 28
    Oaklawn Psychiatric Center$0
    NONE · Direct $0 · Indirect $0
  29. 29
    Starke Memorial Hospital (Principal$0
    NONE · Direct $0 · Indirect $0
  30. 30
    St. Joseph Regional Medical Center$0
    NONE · Direct $0 · Indirect $0
  31. 31
    Pulaski Memorial Hospital$0
    NONE · Direct $0 · Indirect $0
  32. 32
    St. Mary'S Medical Center$0
    NONE · Direct $0 · Indirect $0
  33. 33
    St. Mary'S Warrick Hospital$0
    NONE · Direct $0 · Indirect $0
  34. 34
    White County Memorial Hospital$0
    NONE · Direct $0 · Indirect $0
  35. 35
    Woodlawn Hospital$0
    NONE · Direct $0 · Indirect $0
  36. 36
    Bank Of America (Lockbox)$0
    NONE · Direct $0 · Indirect $0
  37. 37
    Amplifon Usa, Inc.$0
    NONE · Direct $0 · Indirect $0
  38. 38
    Fitbit 199$0
    NONE · Direct $0 · Indirect $0
  39. 39
    Lca-Vision Inc.$0
    NONE · Direct $0 · Indirect $0
  40. 40
    American Specialty Health Incorpora$0
    NONE · Direct $0 · Indirect $0
  41. 41
    Citibank Na$0
    NONE · Direct $0 · Indirect $0
  42. 42
    Citibank Na (Chlic Core Deposits)$0
    NONE · Direct $0 · Indirect $0
  43. 43
    Citibank Na (Omnibus)$0
    NONE · Direct $0 · Indirect $0
  44. 44
    Deutsche Bank$0
    NONE · Direct $0 · Indirect $0
  45. 45
    Bloomington Hospital$0
    NONE · Direct $0 · Indirect $0
  46. 46
    Bloomington Hospital Of Orange Coun$0
    NONE · Direct $0 · Indirect $0
  47. 47
    Clark Memorial Hospital$0
    NONE · Direct $0 · Indirect $0
  48. 48
    Daviess Community Hospital$0
    NONE · Direct $0 · Indirect $0
  49. 49
    Deaconess Gibson Hospital$0
    NONE · Direct $0 · Indirect $0
  50. 50
    Good Samaritan Hospital$0
    NONE · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Exxonmobil Retiree Medical Plan?
Exxonmobil Retiree Medical Plan is reported as sponsored by Exxon Mobil Corporation (EIN 13-5409005, plan number 540) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Exxonmobil Retiree Medical Plan?
The latest Form 5500 filing year loaded for Exxonmobil Retiree Medical Plan is 2023.
How many participants does Exxonmobil Retiree Medical Plan report?
Exxonmobil Retiree Medical Plan reports 39,685 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Exxonmobil Retiree Medical Plan?
Exxonmobil Retiree Medical Plan reports $65,844,000 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages