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: 851
- Total Participants: 0
- Total Assets: $60.1M
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 | 0 | $60.1M | $132.5M | $58.8M |
| 2023 | 0 | $44.0M | $126.5M | $62.0M |
| 2022 | 0 | $46.7M | $134.5M | $68.5M |
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 | $3,216,045 | — | $3,216,045 |
| EXPRESS SCRIPTS, INC | Other Service Provider | $3,204,884 | — | $3,204,884 |
| WEBMD HEALTH CORP/WEBMD GLOBAL LLC | Other Service Provider | $432,224 | — | $432,224 |
| INSPIRA FINANCIAL HEALTH, INC | Other Service Provider | $130,460 | — | $130,460 |
| JPMORGAN CHASE BANK, N.A. | Recordkeeper | $7,103 | $6,233 | $13,336 |
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: $6,996,949
- Estimated Expense Ratio: 11.647% 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 | $6,991,585 | — | $6,984,482 | — | — |
| 2023 | -$222,482 | — | -$229,111 | — | — |
| 2022 | $4,844,313 | — | $4,837,692 | — | — |