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Original filing (PDF)20251014090441NAL0002465953001
CHEVRON CORPORATION
Form 5500
FILING_RECEIVED
THE STAR ENTERPRISE RETIREMENT PLAN
Defined-benefit pension plan
Signals · 1
100% in single holding
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$22.3M
Net assets (EOY)
$22.2M
How this plan invests
This plan
4 pooled trusts
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 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
65
Vendor stack
100
Participation health
90
Knocking points off
- Top holding "Transaction Aggregate" is 100% of plan.
- 67 bps in Schedule C fees — 132% above peer band of 29 bps.
- No active participants reported but plan still holds assets.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHEVRON CORPORATION.
Plan sponsor
Name
CHEVRON CORPORATION
EIN
94-0890210
Address
1400 SMITH STREET · HOUSTON, TX · 77002
Phone
(713) 309-5237
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
WITHUM SMITH + BROWN, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHEVRON CORPORATION | 94-0890210 | — | EMPLOYER | $56K | — |
| STATE STREET GLOBAL ADVISORS | 81-4017137 | — | NONE | $35K | — |
| WITHUM SMITH + BROWN | 22-2027092 | — | NONE | $23K | — |
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $19K | — |
| NORTHERN TRUST COMPANY | 36-1561860 | — | NONE | $17K | — |
Investments
1 direct security · 4 pooled funds· $23.1M(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
$18.7M
4 holdings
Uncategorized
$4.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LONG US CREDIT CORP BOND INDX NL FD STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 369 | Common Collective Trust | — | — | $10.9M | 49.1% | |
| DAILY MSCI ACWI EX USA INDEX NL FND STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 239 | Common Collective Trust | — | — | $5.0M | 22.3% | |
| Transaction Aggregate | — | — | — | $4.4M | 19.9% | |
| DAILY MSCI USA INDEX NL FUND STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 208 | Common Collective Trust | — | — | $2.5M | 11.1% | |
| COLLECTIVE SHORT TERM INVESTMENT FD NORTHERN TRUST INVESTMENTS · EIN 45-6138589 / PN 084 | Common Collective Trust | — | — | $374K | 1.7% |