Chevron Phillips Chemical Puerto Rico Core LLC Pension Plan — Form 5500 plan (Chevron Phillips Chemical Puerto Rico Core LLC)
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, Chevron Phillips Chemical Puerto Rico Core LLC Pension Plan is a benefit plan reported by Chevron Phillips Chemical Puerto Rico Core LLC under EIN 26-1428318 and plan number 005. The latest loaded filing year is 2023. The filing reports 194 participants and $10,070,989 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Chevron Phillips Chemical Puerto Rico Core LLC
- EIN
- 26-1428318
- Plan number
- 005
- Plan type
- 2
- Location
- The Woodlands, TX
- Latest filing year
- 2023
- Participants
- 194
- End-of-year plan assets
- $10,070,989
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 194 | H, C | 20241014190627NAL0013773283003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,070,989
- Total liabilities (EOY)
- $9,586
- Net assets (EOY)
- $10,061,403
- Net assets (BOY)
- $9,620,295
Income & contributions
- Total income / additions
- $1,424,547
Expenses & distributions
- Benefits paid
- $910,174
- Administrative expenses
- $73,265
- Total expenses
- $983,439
- Net increase / (decrease)
- $441,108
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Banco Popular De Puerto Rico | TRUSTEE | $33,618 | $0 | 2023 |
| Weaver & Tidwell, Llp | AUDITOR | $16,943 | not reported in the loaded dataset | 2023 |
| Towers Watson | ACTUARY | $16,484 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional Trust Comp. | INVESTMENT MANAGEMENT | $6,220 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Chevron Phillips Chemical Puerto Rico Core LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in The Woodlands, TX
- Banco Popular De Puerto Rico — Schedule C compensation
- Weaver & Tidwell, Llp — Schedule C compensation
- Towers Watson — Schedule C compensation
- Blackrock Institutional Trust Comp. — Schedule C compensation