Chevron Employee Savings Investment Plan — Form 5500 plan (Chevron 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, Chevron Employee Savings Investment Plan is a benefit plan reported by Chevron Corporation under EIN 94-0890210 and plan number 001. The latest loaded filing year is 2023. The filing reports 33,887 participants and $18,940,367,921 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Chevron Corporation
- EIN
- 94-0890210
- Plan number
- 001
- Plan type
- 2
- Location
- San Ramon, CA
- Latest filing year
- 2023
- Participants
- 33,887
- End-of-year plan assets
- $18,940,367,921
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 33,887 | H, C | 20241015144322NAL0049977328001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,940,367,921
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,940,367,921
- Net assets (BOY)
- $18,609,897,460
Income & contributions
- Employer contributions
- $313,217,679
- Participant contributions
- $389,444,348
- Total contributions
- $771,782,689
- Total income / additions
- $2,070,320,459
Expenses & distributions
- Benefits paid
- $1,739,374,342
- Administrative expenses
- $3,193,201
- Total expenses
- $1,742,567,543
- Net increase / (decrease)
- $327,752,916
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $2,537,719 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $205,168 | $0 | 2023 |
| Willis Towers Watson | CONSULTANT | $151,173 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners | CONSULTANT | $95,000 | not reported in the loaded dataset | 2023 |
| Seyfarth Shaw Llp | LEGAL | $77,280 | not reported in the loaded dataset | 2023 |
| Grant Thornton Llp | ACCOUNTANT/AUDITOR | $75,340 | not reported in the loaded dataset | 2023 |
| Chevron Corporation | PLAN SPONSOR | $32,205 | not reported in the loaded dataset | 2023 |
| Advantage Mailing, LLC | OTHER SERVICES | $15,787 | not reported in the loaded dataset | 2023 |
| Informa Investments Solutions | CONSULTANT | $13,239 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Chevron Corporation
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Ramon, CA
- Strategic Advisors, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Willis Towers Watson — Schedule C compensation
- Capfinancial Partners — Schedule C compensation
- Seyfarth Shaw Llp — Schedule C compensation
- Grant Thornton Llp — Schedule C compensation
- Chevron Corporation — Schedule C compensation
- Advantage Mailing, LLC — Schedule C compensation
- Informa Investments Solutions — Schedule C compensation