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Original filing (PDF)20251015073732NAL0002071507005
CHEVRON PHILLIPS CHEMICAL PUERTO RICO CORE LLC
Form 5500
FILING_RECEIVED
CHEVRON PHILLIPS CHEMICAL PUERTO RICO CORE LLC PENSION PLAN
Defined-benefit pension plan
Signals · 2
51% in single holding~77 bps in Sched C fees
Active participants
—
Accounts w/ balance
—
Plan assets (EOY)
$10.3M
Net assets (EOY)
$10.3M
How this plan invests
This plan
3 pooled trusts
Schedule D
3 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
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
65
Vendor stack
75
Participation health
90
Knocking points off
- Top holding "Company, N.A. Bond Index Fund *BlackRock Institutional Trust Equity Index Fund" is 51% of plan.
- 77 bps in Schedule C fees — 164% above peer band of 29 bps.
- Plan is frozen (1I) — no new benefit accrual.
- No active participants reported but plan still holds assets.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHEVRON PHILLIPS CHEMICAL PUERTO RICO CORE LLC.
Plan sponsor
Name
CHEVRON PHILLIPS CHEMICAL PUERTO RICO CORE LLC
EIN
26-1428318
Address
9500 LAKESIDE BLVD. · THE WOODLANDS, TX · 773810000
Phone
(832) 813-4100
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WEAVER AND TIDWELL LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLACKROCK INSTITUTIONAL TRUST COMP. | 94-3112180 | — | INVESTMENT MANAGEMENT | $6K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANCO POPULAR DE PUERTO RICO | 66-0561870 | — | TRUSTEE | $34K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEAVER & TIDWELL, LLP | 75-0786316 | — | AUDITOR | $17K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TOWERS WATSON | 53-0181291 | — | ACTUARY | $22K | — |
Investments
1 direct security · 3 pooled funds· $10.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$10.2M
3 holdings
Uncategorized
$164K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| EQUITY INDEX FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-6052285 / PN 001 | Common Collective Trust | — | $632K | $5.3M | 50.8% | |
| GOVERNMENT-CREDIT BOND INDEX FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-6581652 / PN 001 | Common Collective Trust | — | $2.9M | $4.9M | 47.6% | |
| Company, N.A. *Banco Popular de Puerto Rico Time Deposit Account | — | — | $164K | $164K | 1.6% | |
| SHORT-TERM INVESTMENT FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-6450621 / PN 001 | Common Collective Trust | — | — | $122 | <0.1% |