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Original filing (PDF)20251015160122NAL0010525650001
SHELL USA, INC.
Form 5500
FILING_RECEIVED
SHELL USA, INC. HEALTH & WELLBEING PLAN
Health & welfare plan
Signals · 2
No recordkeeper disclosed8 service providers
Active participants
12,236
Accounts w/ balance
—
Plan assets (EOY)
$0
Net assets (EOY)
-$32.6M
Plan health score (directional)
87
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHELL USA, INC..
Plan sponsor
Name
SHELL USA, INC.
EIN
13-1299890
Address
150 N DAIRY ASHFORD · WCK E-6 US BENEFITS · HOUSTON, TX · 77079
Phone
(832) 337-6352
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4G · Prepaid Legal
4H · Long-Term Disability
4L · Death Benefits (other than life insurance)
4Q · Other
4F · Temporary Disability (accident and sickness)
Audit & trust (Schedule H)
Auditor
MCCONNELL & JONES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsOther
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNITED HEALTHCARE INSURANCE CO | 41-1289245 | — | NONE | $11.3M | — |
| CVS CAREMARK | 05-0340626 | — | NONE | $1.6M | — |
| CIGNA HEALTH AND LIFE INSURANCE GEM | 59-1031071 | — | NONE | $1.4M | — |
| KELSEY-SEYBOLD CLINIC | 76-0602862 | — | NONE | $940K | — |
| LYRA | 47-2935915 | — | NONE | $370K | — |
| PRINCIPAL CUSTODY SOLUTIONS | 51-0099493 | — | NONE | $62K | — |
| MCCONNELL & JONES, LLP | 76-0488832 | — | NONE | $62K | — |
| BAROLET | 82-4416954 | — | NONE | $9K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.