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Original filing (PDF)20251008173514NAL0006193953001
BP CORPORATION NORTH AMERICA INC.
Form 5500
FILING_RECEIVED
BP RETIREMENT ACCUMULATION PLAN
Defined-benefit pension plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
9,724
Accounts w/ balance
—
Plan assets (EOY)
$5.3B
Net assets (EOY)
$5.3B
How this plan invests
This plan
2 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)
93
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "BP MASTER TRUST FOR EMPL PENSION PL" is 100% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BP CORPORATION NORTH AMERICA INC..
Plan sponsor
Name
BP CORPORATION NORTH AMERICA INC.
EIN
36-1812780
Address
501 WESTLAKE PARK BLVD. · ATTN L CARGILL · HOUSTON, TX · 77079
Phone
(281) 366-2000
Industry
Manufacturingsee all
Plan administrator
Name
EMPLOYEE BENEFITS PLAN ADMINISTRATOR
EIN
74-3259348
City
HOUSTON, TX
Phone
(281) 366-2000
Plan characteristics
Plan number
050
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DELOITTE & TOUCHE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVSTS INSTITUTIONAL OPS C | 04-2647786 | — | NONE | $1.4M | — |
| MERCER HUMAN RESOURCES CONSULTING | 13-2834414 | — | NONE | $1.1M | — |
Investments
1 direct security · 2 pooled funds· $5.2B(99% 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.
Master Trust
$5.2B
1 holding
Uncategorized
$37K
1 holding
Pooled Separate Account
$37K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BP MASTER TRUST FOR EMPL PENSION PL BP CORPORATION NORTH AMERICA INC. · EIN 36-1812780 / PN 300 | Master Trust | — | — | $5.2B | 99.3% | |
| EMPOWER ANNUITY INSURANCE COMPANY | — | — | — | $37K | <0.1% | |
| PRUDENTIAL SHORT-TERM PRUDENTIAL RETIREMENT INSURANCE & ANNUITY CO. · EIN 06-1050034 / PN 041 | Pooled Separate Account | — | — | $37K | <0.1% |