# Chevron Corporation Health & Welfare Plan
Source: https://planprovider.pro/companies/chevron-corporation-940890210-700

> Chevron Corporation's Health & Welfare plan: 20,999 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Chevron Corporation

- **Sponsor EIN:** 940890210

- **Sponsor Address:** 1400 SMITH STREET, HOUSTON, TX, 77002

- **Plan Type:** Health & Welfare

- **Plan Number:** 700

- **Total Participants:** 20,999

- **Total Assets:** $2.4M

## 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|20,999|$2.4M|$8.5M|$1.7M|

| 2023|21,136|$2.2M|$6.7M|$1.7M|

| 2022|19,319|$3.5M|$0|$1.5M|

## 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|

| ALIGHT SOLUTIONS LLC|Recordkeeper|$390,232|—|$390,232|

| SEDGWICK CLAIMS MANAGEMENT SERVICES|Recordkeeper|$249,614|—|$249,614|

| AON CONSULTING INC|Recordkeeper|$70,148|—|$70,148|

| GRANT THORNTON, LLP|Auditor|$36,000|—|$36,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ALIGHT SOLUTIONS LLC](https://planprovider.pro/provider/alight-solutions) — Recordkeeper

- [AON CONSULTING INC](https://planprovider.pro/provider/alight-solutions) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $745,994

- **Estimated Expense Ratio:** 31.148% 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|$749,931|—|—|$36,000|—|

| 2023|$728,867|—|—|$34,080|—|

| 2022|$640,291|—|$599,076|—|$41,215|

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