Totalenergies Finance Usa, Inc. Pension Plan — Form 5500 plan (Totalenergies Finance 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, Totalenergies Finance Usa, Inc. Pension Plan is a benefit plan reported by Totalenergies Finance Usa, Inc. under EIN 23-3060301 and plan number 002. The latest loaded filing year is 2023. The filing reports 4,810 participants and $656,205,038 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Totalenergies Finance Usa, Inc.
- EIN
- 23-3060301
- Plan number
- 002
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 4,810
- End-of-year plan assets
- $656,205,038
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,810 | H, C | 20241015083028NAL0027832977001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $656,205,038
- Total liabilities (EOY)
- $9,052,198
- Net assets (EOY)
- $647,152,840
- Net assets (BOY)
- $645,224,732
Income & contributions
- Employer contributions
- $51,826,000
- Total contributions
- $51,826,000
- Total income / additions
- $82,910,274
Expenses & distributions
- Benefits paid
- $76,495,061
- Administrative expenses
- $4,487,105
- Total expenses
- $80,982,166
- Net increase / (decrease)
- $1,928,108
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Legal&General Investment Management | NONE | $266,922 | not reported in the loaded dataset | 2023 |
| T. Rowe Price Trust Co | FIDUCIARY | $204,743 | not reported in the loaded dataset | 2023 |
| Russell Investments Capital, LLC | NONE | $166,824 | not reported in the loaded dataset | 2023 |
| Prudential Trust Co. | NONE | $96,043 | not reported in the loaded dataset | 2023 |
| Insight North America LLC | NONE | $35,752 | not reported in the loaded dataset | 2023 |
| Russell Investments Trust Company | NONE | $33,253 | not reported in the loaded dataset | 2023 |
| Aetna Life Insurance Company | NONE | $7,281 | not reported in the loaded dataset | 2023 |
| Metropolitan Life Insurance Company | NONE | $6,193 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Totalenergies Finance Usa, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Legal&General Investment Management — Schedule C compensation
- T. Rowe Price Trust Co — Schedule C compensation
- Russell Investments Capital, LLC — Schedule C compensation
- Prudential Trust Co. — Schedule C compensation
- Insight North America LLC — Schedule C compensation
- Russell Investments Trust Company — Schedule C compensation
- Aetna Life Insurance Company — Schedule C compensation
- Metropolitan Life Insurance Company — Schedule C compensation