Plan Snapshot
- Plan Sponsor: Bp Corporation North America INC.
- Sponsor EIN: 361812780
- Sponsor Address: 501 WESTLAKE PARK BLVD., HOUSTON, TX, 77079
- Plan Type: Health & Welfare
- Plan Number: 504
- Total Participants: 13,215
- Total Assets: $17.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 13,215 | $17.5M | $222.1M | $55.9M |
| 2023 | 12,317 | $13.2M | $198.2M | $47.5M |
| 2022 | 9,453 | $9.4M | $177.9M | $43.5M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY | Other Service Provider | $10,289,583 | — | $10,289,583 |
| EXPRESS SCRIPTS, INC | Other Service Provider | $3,115,554 | — | $3,115,554 |
| WEBMD HEALTH CORP/WEBMD GLOBAL LLC | Other Service Provider | $3,017,041 | — | $3,017,041 |
| CIGNA HEALTH AND LIFE INSURANCE COM | Other Service Provider | $383,323 | — | $383,323 |
| KEPRO ACQUISITIONS | Other Service Provider | $359,097 | — | $359,097 |
| HEALTH CARE SERVICE CORPORATION | Other Service Provider | $172,022 | — | $172,022 |
| LIFE INSURANCE CO. OF NORTH AMERICA | Other Service Provider | $100,418 | — | $100,418 |
| INSPIRA FINANCIAL HEALTH, INC | Other Service Provider | $62,319 | — | $62,319 |
| PROGYNY, INC | Other Service Provider | $45,387 | — | $45,387 |
| JPMORGAN CHASE BANK N.A. | Recordkeeper | $12,334 | $3,975 | $16,309 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JPMORGAN CHASE BANK N.A. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,561,053
- Estimated Expense Ratio: 100.152% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $17,543,580 | — | $17,531,245 | — | — |
| 2023 | $14,796,414 | — | $14,784,482 | $11,932 | — |
| 2022 | $12,356,429 | — | $12,347,173 | — | — |