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OXY CONSOLIDATED HOURLY PENSION PLAN 401k Plan overview

Plan NameOXY CONSOLIDATED HOURLY PENSION PLAN
Plan identification number 045

OXY CONSOLIDATED HOURLY PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

OCCIDENTAL CHEMICAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:OCCIDENTAL CHEMICAL CORPORATION
Employer identification number (EIN):160484732
NAIC Classification:325100

Additional information about OCCIDENTAL CHEMICAL CORPORATION

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1909-11-06
Company Identification Number: 29306
Legal Registered Office Address: 28 LIBERTY ST.
New York
NEW YORK
United States of America (USA)
10005

More information about OCCIDENTAL CHEMICAL CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OXY CONSOLIDATED HOURLY PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0452022-01-01
0452022-01-01
0452021-01-01
0452020-01-01
0452019-01-01
0452018-01-01
0452017-01-01ANGELA KNIGHT
0452016-01-01DARIN S. MOSS
0452015-01-01DARIN S. MOSS
0452015-01-01DARIN S. MOSS
0452014-01-01DENNIS R. JONES
0452013-01-01DENNIS R. JONES
0452012-01-01LINDA R. RITTS
0452011-01-01LINDA R. RITTS
0452009-01-01JUDY A. RODKEY

Plan Statistics for OXY CONSOLIDATED HOURLY PENSION PLAN

401k plan membership statisitcs for OXY CONSOLIDATED HOURLY PENSION PLAN

Measure Date Value
2022: OXY CONSOLIDATED HOURLY PENSION PLAN 2022 401k membership
Market value of plan assets2022-03-31585,260,716
Acturial value of plan assets2022-03-31578,707,855
Funding target for retired participants and beneficiaries receiving payment2022-03-31332,875,303
Number of terminated vested participants2022-03-312,571
Fundng target for terminated vested participants2022-03-31169,063,194
Active participant vested funding target2022-03-31135,675,489
Number of active participants2022-03-31606
Total funding liabilities for active participants2022-03-31140,636,034
Total participant count2022-03-315,771
Total funding target for all participants2022-03-31642,574,531
Balance at beginning of prior year after applicable adjustments2022-03-3135,556,756
Prefunding balance at beginning of prior year after applicable adjustments2022-03-3117,240,433
Carryover balanced portion elected for use to offset prior years funding requirement2022-03-3115,370,260
Prefunding balanced used to offset prior years funding requirement2022-03-310
Amount remaining of carryover balance2022-03-3120,186,496
Amount remaining of prefunding balance2022-03-3117,240,433
Present value of excess contributions2022-03-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-03-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-03-310
Reductions in caryover balances due to elections or deemed elections2022-03-310
Reductions in prefunding balances due to elections or deemed elections2022-03-310
Balance of carryovers at beginning of current year2022-03-3121,213,989
Balance of prefunding at beginning of current year2022-03-3118,117,971
Total employer contributions2022-03-310
Total employee contributions2022-03-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-03-310
Contributions made to avoid restrictions adjusted to valuation date2022-03-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-03-310
Liquidity shortfalls end of Q12022-03-310
Liquidity shortfalls end of Q22022-03-310
Liquidity shortfalls end of Q32022-03-310
Liquidity shortfalls end of Q42022-03-310
Unpaid minimum required contributions for all prior years2022-03-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-03-310
Remaining amount of unpaid minimum required contributions2022-03-310
Minimum required contributions for current year target normal cost2022-03-31561,489
Net shortfall amortization installment of oustanding balance2022-03-31103,198,636
Waiver amortization installment2022-03-310
Total funding amount beforereflecting carryover/prefunding balances2022-03-313,212,297
Carryover balance elected to use to offset funding requirement2022-03-313,774,169
Prefunding balance elected to use to offset funding requirement2022-03-310
Additional cash requirement2022-03-310
Contributions allocatedtoward minimum required contributions for current year2022-03-310
Unpaid minimum required contributions for current year2022-03-310
Unpaid minimum required contributions for all years2022-03-310
Total participants, beginning-of-year2022-01-015,771
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: OXY CONSOLIDATED HOURLY PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-31107,670,972
Acturial value of plan assets2021-12-31100,762,313
Funding target for retired participants and beneficiaries receiving payment2021-12-3145,764,070
Number of terminated vested participants2021-12-31122
Fundng target for terminated vested participants2021-12-313,483,218
Active participant vested funding target2021-12-31273,378
Number of active participants2021-12-316
Total funding liabilities for active participants2021-12-31273,378
Total participant count2021-12-311,256
Total funding target for all participants2021-12-3149,520,666
Balance at beginning of prior year after applicable adjustments2021-12-3135,188,794
Prefunding balance at beginning of prior year after applicable adjustments2021-12-3115,613,506
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-31270,522
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-3134,918,272
Amount remaining of prefunding balance2021-12-3115,613,506
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-313,000,000
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-3135,556,756
Balance of prefunding at beginning of current year2021-12-3117,240,433
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-317,707,735
Net shortfall amortization installment of oustanding balance2021-12-31136,537,658
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-3115,325,692
Carryover balance elected to use to offset funding requirement2021-12-3115,370,260
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-011,246
Total number of active participants reported on line 7a of the Form 55002021-01-01606
Number of retired or separated participants receiving benefits2021-01-011,980
Number of other retired or separated participants entitled to future benefits2021-01-012,495
Total of all active and inactive participants2021-01-015,081
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01690
Total participants2021-01-015,771
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: OXY CONSOLIDATED HOURLY PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-31103,802,143
Acturial value of plan assets2020-12-31101,106,160
Funding target for retired participants and beneficiaries receiving payment2020-12-3150,386,192
Number of terminated vested participants2020-12-31136
Fundng target for terminated vested participants2020-12-313,995,465
Active participant vested funding target2020-12-31263,517
Number of active participants2020-12-316
Total funding liabilities for active participants2020-12-31265,081
Total participant count2020-12-311,326
Total funding target for all participants2020-12-3154,646,738
Balance at beginning of prior year after applicable adjustments2020-12-3129,795,251
Prefunding balance at beginning of prior year after applicable adjustments2020-12-3113,100,777
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-31269,497
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-3129,525,754
Amount remaining of prefunding balance2020-12-3113,100,777
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-3135,188,794
Balance of prefunding at beginning of current year2020-12-3115,613,506
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31270,522
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-31270,522
Carryover balance elected to use to offset funding requirement2020-12-31270,522
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-011,326
Total number of active participants reported on line 7a of the Form 55002020-01-016
Number of retired or separated participants receiving benefits2020-01-01751
Number of other retired or separated participants entitled to future benefits2020-01-01122
Total of all active and inactive participants2020-01-01879
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01367
Total participants2020-01-011,246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: OXY CONSOLIDATED HOURLY PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-3192,905,200
Acturial value of plan assets2019-12-31100,528,069
Funding target for retired participants and beneficiaries receiving payment2019-12-3153,580,843
Number of terminated vested participants2019-12-31146
Fundng target for terminated vested participants2019-12-313,942,342
Active participant vested funding target2019-12-31295,992
Number of active participants2019-12-317
Total funding liabilities for active participants2019-12-31297,749
Total participant count2019-12-311,400
Total funding target for all participants2019-12-3157,820,934
Balance at beginning of prior year after applicable adjustments2019-12-3132,848,079
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3114,291,237
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-31345,351
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-3132,502,728
Amount remaining of prefunding balance2019-12-3114,291,237
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-3129,795,251
Balance of prefunding at beginning of current year2019-12-3113,100,777
Total employer contributions2019-12-310
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-310
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31269,497
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31269,497
Carryover balance elected to use to offset funding requirement2019-12-31269,497
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-011,400
Total number of active participants reported on line 7a of the Form 55002019-01-016
Number of retired or separated participants receiving benefits2019-01-01799
Number of other retired or separated participants entitled to future benefits2019-01-01136
Total of all active and inactive participants2019-01-01941
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01385
Total participants2019-01-011,326
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: OXY CONSOLIDATED HOURLY PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-31108,529,659
Acturial value of plan assets2018-12-31102,263,878
Funding target for retired participants and beneficiaries receiving payment2018-12-3156,909,764
Number of terminated vested participants2018-12-31165
Fundng target for terminated vested participants2018-12-314,097,795
Active participant vested funding target2018-12-31450,275
Number of active participants2018-12-319
Total funding liabilities for active participants2018-12-31452,948
Total participant count2018-12-311,467
Total funding target for all participants2018-12-3161,460,507
Balance at beginning of prior year after applicable adjustments2018-12-3128,685,773
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3112,480,340
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-3128,685,773
Amount remaining of prefunding balance2018-12-3112,480,340
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-3132,848,079
Balance of prefunding at beginning of current year2018-12-3114,291,237
Total employer contributions2018-12-310
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31345,351
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31345,351
Carryover balance elected to use to offset funding requirement2018-12-31345,351
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-011,467
Total number of active participants reported on line 7a of the Form 55002018-01-017
Number of retired or separated participants receiving benefits2018-01-01852
Number of other retired or separated participants entitled to future benefits2018-01-01146
Total of all active and inactive participants2018-01-011,005
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01395
Total participants2018-01-011,400
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: OXY CONSOLIDATED HOURLY PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-31101,709,897
Acturial value of plan assets2017-12-31103,975,885
Funding target for retired participants and beneficiaries receiving payment2017-12-3157,088,622
Number of terminated vested participants2017-12-31192
Fundng target for terminated vested participants2017-12-314,478,690
Active participant vested funding target2017-12-31410,378
Number of active participants2017-12-3110
Total funding liabilities for active participants2017-12-31412,814
Total participant count2017-12-311,542
Total funding target for all participants2017-12-3161,980,126
Balance at beginning of prior year after applicable adjustments2017-12-3126,156,445
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3111,379,903
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-3126,156,445
Amount remaining of prefunding balance2017-12-3111,379,903
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-3128,685,773
Balance of prefunding at beginning of current year2017-12-3112,480,340
Total employer contributions2017-12-310
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31346,701
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-011,542
Total number of active participants reported on line 7a of the Form 55002017-01-019
Number of retired or separated participants receiving benefits2017-01-01890
Number of other retired or separated participants entitled to future benefits2017-01-01165
Total of all active and inactive participants2017-01-011,064
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01403
Total participants2017-01-011,467
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: OXY CONSOLIDATED HOURLY PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-3199,835,267
Acturial value of plan assets2016-12-31108,986,972
Funding target for retired participants and beneficiaries receiving payment2016-12-3159,052,159
Number of terminated vested participants2016-12-31236
Fundng target for terminated vested participants2016-12-314,974,749
Active participant vested funding target2016-12-31471,747
Number of active participants2016-12-3111
Total funding liabilities for active participants2016-12-31474,547
Total participant count2016-12-311,621
Total funding target for all participants2016-12-3164,501,455
Balance at beginning of prior year after applicable adjustments2016-12-3127,617,406
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3112,015,524
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-3127,617,406
Amount remaining of prefunding balance2016-12-3112,015,524
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-3126,156,445
Balance of prefunding at beginning of current year2016-12-3111,379,903
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31296,758
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-011,621
Total number of active participants reported on line 7a of the Form 55002016-01-0110
Number of retired or separated participants receiving benefits2016-01-01928
Number of other retired or separated participants entitled to future benefits2016-01-01192
Total of all active and inactive participants2016-01-011,130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01412
Total participants2016-01-011,542
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: OXY CONSOLIDATED HOURLY PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,684
Total number of active participants reported on line 7a of the Form 55002015-01-0111
Number of retired or separated participants receiving benefits2015-01-01947
Number of other retired or separated participants entitled to future benefits2015-01-01236
Total of all active and inactive participants2015-01-011,194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01427
Total participants2015-01-011,621
Number of participants with account balances2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: OXY CONSOLIDATED HOURLY PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,745
Total number of active participants reported on line 7a of the Form 55002014-01-0112
Number of retired or separated participants receiving benefits2014-01-01977
Number of other retired or separated participants entitled to future benefits2014-01-01263
Total of all active and inactive participants2014-01-011,252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01432
Total participants2014-01-011,684
2013: OXY CONSOLIDATED HOURLY PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,807
Total number of active participants reported on line 7a of the Form 55002013-01-0118
Number of retired or separated participants receiving benefits2013-01-011,018
Number of other retired or separated participants entitled to future benefits2013-01-01284
Total of all active and inactive participants2013-01-011,320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01425
Total participants2013-01-011,745
Number of participants with account balances2013-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: OXY CONSOLIDATED HOURLY PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,878
Total number of active participants reported on line 7a of the Form 55002012-01-0117
Number of retired or separated participants receiving benefits2012-01-011,046
Number of other retired or separated participants entitled to future benefits2012-01-01326
Total of all active and inactive participants2012-01-011,389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01418
Total participants2012-01-011,807
Number of participants with account balances2012-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: OXY CONSOLIDATED HOURLY PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,936
Total number of active participants reported on line 7a of the Form 55002011-01-0117
Number of retired or separated participants receiving benefits2011-01-011,092
Number of other retired or separated participants entitled to future benefits2011-01-01345
Total of all active and inactive participants2011-01-011,454
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-01424
Total participants2011-01-011,878
Number of participants with account balances2011-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: OXY CONSOLIDATED HOURLY PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,053
Total number of active participants reported on line 7a of the Form 55002009-01-0117
Number of retired or separated participants receiving benefits2009-01-011,163
Number of other retired or separated participants entitled to future benefits2009-01-01397
Total of all active and inactive participants2009-01-011,577
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-01418
Total participants2009-01-011,995
Number of participants with account balances2009-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on OXY CONSOLIDATED HOURLY PENSION PLAN

Measure Date Value
2022 : OXY CONSOLIDATED HOURLY PENSION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-03-31$0
Total transfer of assets from this plan2022-03-31$496,566,936
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$5,772,854
Total income from all sources (including contributions)2022-03-31$-56,795,331
Total loss/gain on sale of assets2022-03-31$0
Total of all expenses incurred2022-03-31$26,125,594
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-03-31$25,764,785
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-03-31$0
Value of total assets at end of year2022-03-31$0
Value of total assets at beginning of year2022-03-31$585,260,715
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-03-31$360,809
Total interest from all sources2022-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-03-31No
Administrative expenses professional fees incurred2022-03-31$52,061
Was this plan covered by a fidelity bond2022-03-31Yes
Value of fidelity bond cover2022-03-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2022-03-31No
Administrative expenses (other) incurred2022-03-31$308,748
Liabilities. Value of operating payables at beginning of year2022-03-31$72,904
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Value of net income/loss2022-03-31$-82,920,925
Value of net assets at end of year (total assets less liabilities)2022-03-31$0
Value of net assets at beginning of year (total assets less liabilities)2022-03-31$579,487,861
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-03-31No
Were any leases to which the plan was party in default or uncollectible2022-03-31No
Value of interest in master investment trust accounts at end of year2022-03-31$0
Value of interest in master investment trust accounts at beginning of year2022-03-31$585,260,715
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-03-31No
Was there a failure to transmit to the plan any participant contributions2022-03-31No
Has the plan failed to provide any benefit when due under the plan2022-03-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-03-31$25,764,785
Liabilities. Value of benefit claims payable at beginning of year2022-03-31$5,699,950
Did the plan have assets held for investment2022-03-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-03-31No
Opinion of an independent qualified public accountant for this plan2022-03-31Unqualified
Accountancy firm name2022-03-31WEAVER & TIDWELL LLP
Accountancy firm EIN2022-03-31750786316
2021 : OXY CONSOLIDATED HOURLY PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$627,521,447
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$5,772,854
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$75,115
Total income from all sources (including contributions)2021-12-31$25,914,511
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$181,543,954
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$174,187,983
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$585,260,715
Value of total assets at beginning of year2021-12-31$107,670,972
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$7,355,971
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$1,547,522
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$89,390,000
Administrative expenses (other) incurred2021-12-31$5,779,221
Liabilities. Value of operating payables at end of year2021-12-31$72,904
Liabilities. Value of operating payables at beginning of year2021-12-31$55,407
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-155,629,443
Value of net assets at end of year (total assets less liabilities)2021-12-31$579,487,861
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$107,595,857
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$29,228
Value of interest in master investment trust accounts at end of year2021-12-31$585,260,715
Value of interest in master investment trust accounts at beginning of year2021-12-31$107,670,972
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$84,797,983
Liabilities. Value of benefit claims payable at end of year2021-12-31$5,699,950
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$19,708
Did the plan have assets held for investment2021-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
2020 : OXY CONSOLIDATED HOURLY PENSION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$75,115
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$16,108
Total income from all sources (including contributions)2020-12-31$10,451,718
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$6,658,004
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$6,207,605
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$107,670,972
Value of total assets at beginning of year2020-12-31$103,818,251
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$450,399
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$332,016
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Administrative expenses (other) incurred2020-12-31$118,383
Liabilities. Value of operating payables at end of year2020-12-31$55,407
Liabilities. Value of operating payables at beginning of year2020-12-31$15,362
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,793,714
Value of net assets at end of year (total assets less liabilities)2020-12-31$107,595,857
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$103,802,143
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in master investment trust accounts at end of year2020-12-31$107,670,972
Value of interest in master investment trust accounts at beginning of year2020-12-31$103,818,251
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,207,605
Liabilities. Value of benefit claims payable at end of year2020-12-31$19,708
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$746
Did the plan have assets held for investment2020-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31WEAVER & TIDWELL LLC
Accountancy firm EIN2020-12-31750786316
2019 : OXY CONSOLIDATED HOURLY PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$16,108
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$16,108
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$10,830
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$10,830
Total income from all sources (including contributions)2019-12-31$17,216,352
Total income from all sources (including contributions)2019-12-31$17,216,352
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$6,319,409
Total of all expenses incurred2019-12-31$6,319,409
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,061,769
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,061,769
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$103,818,251
Value of total assets at end of year2019-12-31$103,818,251
Value of total assets at beginning of year2019-12-31$92,916,030
Value of total assets at beginning of year2019-12-31$92,916,030
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$257,640
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$257,640
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$142,655
Administrative expenses professional fees incurred2019-12-31$142,655
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
Value of fidelity bond cover2019-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Administrative expenses (other) incurred2019-12-31$114,985
Administrative expenses (other) incurred2019-12-31$114,985
Liabilities. Value of operating payables at end of year2019-12-31$15,362
Liabilities. Value of operating payables at end of year2019-12-31$15,362
Liabilities. Value of operating payables at beginning of year2019-12-31$6,728
Liabilities. Value of operating payables at beginning of year2019-12-31$6,728
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$10,896,943
Value of net income/loss2019-12-31$10,896,943
Value of net assets at end of year (total assets less liabilities)2019-12-31$103,802,143
Value of net assets at end of year (total assets less liabilities)2019-12-31$103,802,143
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$92,905,200
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$92,905,200
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in master investment trust accounts at end of year2019-12-31$103,818,251
Value of interest in master investment trust accounts at end of year2019-12-31$103,818,251
Value of interest in master investment trust accounts at beginning of year2019-12-31$92,916,030
Value of interest in master investment trust accounts at beginning of year2019-12-31$92,916,030
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,061,769
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,061,769
Liabilities. Value of benefit claims payable at end of year2019-12-31$746
Liabilities. Value of benefit claims payable at end of year2019-12-31$746
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$4,102
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$4,102
Did the plan have assets held for investment2019-12-31No
Did the plan have assets held for investment2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WEAVER & TIDWELL LLC
Accountancy firm name2019-12-31WEAVER & TIDWELL LLC
Accountancy firm EIN2019-12-31750786316
Accountancy firm EIN2019-12-31750786316
2018 : OXY CONSOLIDATED HOURLY PENSION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$10,830
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$67,284
Total income from all sources (including contributions)2018-12-31$-8,758,264
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$6,866,195
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$6,609,531
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$92,916,030
Value of total assets at beginning of year2018-12-31$108,596,943
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$256,664
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$162,647
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,500,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Administrative expenses (other) incurred2018-12-31$94,017
Liabilities. Value of operating payables at end of year2018-12-31$6,728
Liabilities. Value of operating payables at beginning of year2018-12-31$66,670
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-15,624,459
Value of net assets at end of year (total assets less liabilities)2018-12-31$92,905,200
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$108,529,659
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in master investment trust accounts at end of year2018-12-31$92,916,030
Value of interest in master investment trust accounts at beginning of year2018-12-31$108,596,943
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$6,609,531
Liabilities. Value of benefit claims payable at end of year2018-12-31$4,102
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$614
Did the plan have assets held for investment2018-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WEAVER & TIDWELL LLC
Accountancy firm EIN2018-12-31750786316
2017 : OXY CONSOLIDATED HOURLY PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$67,284
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$35,230
Total income from all sources (including contributions)2017-12-31$14,230,129
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$7,410,367
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$7,081,461
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$108,596,943
Value of total assets at beginning of year2017-12-31$101,745,127
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$328,906
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$218,520
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,500,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Administrative expenses (other) incurred2017-12-31$110,386
Liabilities. Value of operating payables at end of year2017-12-31$66,670
Liabilities. Value of operating payables at beginning of year2017-12-31$32,502
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$6,819,762
Value of net assets at end of year (total assets less liabilities)2017-12-31$108,529,659
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$101,709,897
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in master investment trust accounts at end of year2017-12-31$108,596,943
Value of interest in master investment trust accounts at beginning of year2017-12-31$101,745,127
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$7,081,461
Liabilities. Value of benefit claims payable at end of year2017-12-31$614
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$2,728
Did the plan have assets held for investment2017-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WEAVER & TIDWELL LLC
Accountancy firm EIN2017-12-31750786316
2016 : OXY CONSOLIDATED HOURLY PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$35,230
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$30,057
Total income from all sources (including contributions)2016-12-31$9,297,867
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$7,423,237
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$7,093,046
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$101,745,127
Value of total assets at beginning of year2016-12-31$99,865,324
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$330,191
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$226,447
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,500,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Administrative expenses (other) incurred2016-12-31$103,744
Liabilities. Value of operating payables at end of year2016-12-31$32,502
Liabilities. Value of operating payables at beginning of year2016-12-31$25,728
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,874,630
Value of net assets at end of year (total assets less liabilities)2016-12-31$101,709,897
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$99,835,267
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in master investment trust accounts at end of year2016-12-31$101,745,127
Value of interest in master investment trust accounts at beginning of year2016-12-31$99,865,324
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$7,093,046
Liabilities. Value of benefit claims payable at end of year2016-12-31$2,728
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$4,329
Did the plan have assets held for investment2016-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WEAVER & TIDWELL LLC
Accountancy firm EIN2016-12-31750786316
2015 : OXY CONSOLIDATED HOURLY PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$30,057
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$113,696
Total income from all sources (including contributions)2015-12-31$-5,781,021
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$7,389,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$7,107,131
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$99,865,324
Value of total assets at beginning of year2015-12-31$113,119,742
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$282,627
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$196,239
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Administrative expenses (other) incurred2015-12-31$86,388
Liabilities. Value of operating payables at end of year2015-12-31$25,728
Liabilities. Value of operating payables at beginning of year2015-12-31$40,552
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-13,170,779
Value of net assets at end of year (total assets less liabilities)2015-12-31$99,835,267
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$113,006,046
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in master investment trust accounts at end of year2015-12-31$99,865,324
Value of interest in master investment trust accounts at beginning of year2015-12-31$113,119,742
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$7,107,131
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Liabilities. Value of benefit claims payable at end of year2015-12-31$4,329
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$73,144
Did the plan have assets held for investment2015-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WEAVER & TIDWELL LLC
Accountancy firm EIN2015-12-31750786316
2014 : OXY CONSOLIDATED HOURLY PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$113,696
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$46,582
Total income from all sources (including contributions)2014-12-31$5,562,659
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$7,691,275
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$7,394,115
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$113,119,742
Value of total assets at beginning of year2014-12-31$115,181,244
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$297,160
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$214,637
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$7,250,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Administrative expenses (other) incurred2014-12-31$82,523
Liabilities. Value of operating payables at end of year2014-12-31$40,552
Liabilities. Value of operating payables at beginning of year2014-12-31$30,630
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-2,128,616
Value of net assets at end of year (total assets less liabilities)2014-12-31$113,006,046
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$115,134,662
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in master investment trust accounts at end of year2014-12-31$113,119,742
Value of interest in master investment trust accounts at beginning of year2014-12-31$115,181,244
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$7,394,115
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Liabilities. Value of benefit claims payable at end of year2014-12-31$73,144
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$15,952
Did the plan have assets held for investment2014-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31KPMG LLP
Accountancy firm EIN2014-12-31135565207
2013 : OXY CONSOLIDATED HOURLY PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$46,582
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$68,508
Total income from all sources (including contributions)2013-12-31$18,975,005
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$7,842,242
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$7,616,415
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$115,181,244
Value of total assets at beginning of year2013-12-31$104,070,407
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$225,827
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$148,981
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$7,250,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Administrative expenses (other) incurred2013-12-31$76,846
Liabilities. Value of operating payables at end of year2013-12-31$30,630
Liabilities. Value of operating payables at beginning of year2013-12-31$68,508
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$11,132,763
Value of net assets at end of year (total assets less liabilities)2013-12-31$115,134,662
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$104,001,899
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in master investment trust accounts at end of year2013-12-31$115,181,244
Value of interest in master investment trust accounts at beginning of year2013-12-31$104,070,407
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$7,616,415
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Liabilities. Value of benefit claims payable at end of year2013-12-31$15,952
Did the plan have assets held for investment2013-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31KPMG LLP
Accountancy firm EIN2013-12-31135565207
2012 : OXY CONSOLIDATED HOURLY PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$68,508
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$178,939
Total income from all sources (including contributions)2012-12-31$13,553,322
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$8,144,547
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$7,940,935
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$0
Value of total assets at end of year2012-12-31$104,070,407
Value of total assets at beginning of year2012-12-31$98,772,063
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$203,612
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$137,917
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$7,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Other income not declared elsewhere2012-12-31$439,244
Administrative expenses (other) incurred2012-12-31$65,695
Liabilities. Value of operating payables at end of year2012-12-31$68,508
Liabilities. Value of operating payables at beginning of year2012-12-31$176,398
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$5,408,775
Value of net assets at end of year (total assets less liabilities)2012-12-31$104,001,899
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$98,593,124
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in master investment trust accounts at end of year2012-12-31$104,070,407
Value of interest in master investment trust accounts at beginning of year2012-12-31$98,772,063
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$7,940,935
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$2,541
Did the plan have assets held for investment2012-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31KPMG LLP
Accountancy firm EIN2012-12-31135565207
2011 : OXY CONSOLIDATED HOURLY PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$178,939
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$27,589
Total income from all sources (including contributions)2011-12-31$152,768
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$8,408,263
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$8,155,027
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$0
Value of total assets at end of year2011-12-31$98,772,063
Value of total assets at beginning of year2011-12-31$106,876,208
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$253,236
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$191,275
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$6,500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Administrative expenses (other) incurred2011-12-31$61,961
Liabilities. Value of operating payables at end of year2011-12-31$176,398
Liabilities. Value of operating payables at beginning of year2011-12-31$25,228
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-8,255,495
Value of net assets at end of year (total assets less liabilities)2011-12-31$98,593,124
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$106,848,619
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in master investment trust accounts at end of year2011-12-31$98,772,063
Value of interest in master investment trust accounts at beginning of year2011-12-31$106,876,208
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$8,155,027
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Liabilities. Value of benefit claims payable at end of year2011-12-31$2,541
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$2,361
Did the plan have assets held for investment2011-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31KPMG LLP
Accountancy firm EIN2011-12-31135565207
2010 : OXY CONSOLIDATED HOURLY PENSION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets from this plan2010-12-31$71,855
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$27,589
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$64,569
Total income from all sources (including contributions)2010-12-31$12,292,040
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$8,704,371
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$8,549,221
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$0
Value of total assets at end of year2010-12-31$106,876,208
Value of total assets at beginning of year2010-12-31$103,397,374
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$155,150
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$155,150
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$6,500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Other income not declared elsewhere2010-12-31$-421,420
Liabilities. Value of operating payables at end of year2010-12-31$25,228
Liabilities. Value of operating payables at beginning of year2010-12-31$54,250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$3,587,669
Value of net assets at end of year (total assets less liabilities)2010-12-31$106,848,619
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$103,332,805
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in master investment trust accounts at end of year2010-12-31$106,876,208
Value of interest in master investment trust accounts at beginning of year2010-12-31$102,975,954
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$421,420
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$8,549,221
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Liabilities. Value of benefit claims payable at end of year2010-12-31$2,361
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$10,319
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31KPMG LLP
Accountancy firm EIN2010-12-31135565207

Form 5500 Responses for OXY CONSOLIDATED HOURLY PENSION PLAN

2022: OXY CONSOLIDATED HOURLY PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingYes
2022-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: OXY CONSOLIDATED HOURLY PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: OXY CONSOLIDATED HOURLY PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: OXY CONSOLIDATED HOURLY PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: OXY CONSOLIDATED HOURLY PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: OXY CONSOLIDATED HOURLY PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: OXY CONSOLIDATED HOURLY PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: OXY CONSOLIDATED HOURLY PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: OXY CONSOLIDATED HOURLY PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: OXY CONSOLIDATED HOURLY PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: OXY CONSOLIDATED HOURLY PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: OXY CONSOLIDATED HOURLY PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: OXY CONSOLIDATED HOURLY PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

WAHINGTON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65900 )
Policy contract numberGRA 513
Policy instance 1
Insurance contract or identification numberGRA 513
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes

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