Totalenergies Finance Usa, Inc. Cash Balance 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. Cash Balance Pension Plan is a benefit plan reported by Totalenergies Finance Usa, Inc. under EIN 23-3060301 and plan number 005. The latest loaded filing year is 2023. The filing reports 2,169 participants and $104,011,072 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$104MPlan net assets, end of year$104,011,072
Participants2.2KCovered participants reported2,169
Assets / participant$48KComputed: assets ÷ participants$47,953 (computed)
Provider compensation$116.6K3 Schedule C provider row(s)$116,557
- Plan sponsor
- Totalenergies Finance Usa, Inc.
- EIN
- 23-3060301
- Plan number
- 005
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,169 | H, C | 20241015083404NAL0055210642001 |
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)$104M total assets
Net assets$104MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $104,011,072
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $104,011,072
- Net assets (BOY)
- $93,976,955
Income & contributions
- Employer contributions
- $7,222,696
- Total contributions
- $8,032,696
- Total income / additions
- $16,870,241
Expenses & distributions
- Benefits paid
- $5,568,429
- Administrative expenses
- $1,267,695
- Total expenses
- $6,836,124
- Net increase / (decrease)
- $10,034,117
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.
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income33%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blackrock | NONE | $42,553 | $46,208 | 2023 |
| Russell Investments Capital, LLC | NONE | $23,176 | not reported in the loaded dataset | 2023 |
| Russell Investments Trust Company | NONE | $4,620 | not reported in the loaded dataset | 2023 |