CHEVRON CORPORATION has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2022: CHEVRON RETIREMENT PLAN 2022 401k membership |
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Market value of plan assets | 2022-12-31 | 10,400,931,950 |
Acturial value of plan assets | 2022-12-31 | 9,994,604,552 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 2,114,185,376 |
Number of terminated vested participants | 2022-12-31 | 17,774 |
Fundng target for terminated vested participants | 2022-12-31 | 1,222,896,119 |
Active participant vested funding target | 2022-12-31 | 3,639,804,111 |
Number of active participants | 2022-12-31 | 19,629 |
Total funding liabilities for active participants | 2022-12-31 | 3,687,215,324 |
Total participant count | 2022-12-31 | 62,080 |
Total funding target for all participants | 2022-12-31 | 7,024,296,819 |
Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 4,150,069,276 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 416,146,127 |
Amount remaining of carryover balance | 2022-12-31 | 0 |
Amount remaining of prefunding balance | 2022-12-31 | 3,733,923,149 |
Present value of excess contributions | 2022-12-31 | 706,439,657 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 768,368,637 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 195,017,525 |
Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
Balance of prefunding at beginning of current year | 2022-12-31 | 4,340,045,613 |
Total employer contributions | 2022-12-31 | 800,000,000 |
Total employee contributions | 2022-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 750,611,970 |
Liquidity shortfalls end of Q1 | 2022-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2022-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2022-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2022-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-31 | 345,360,907 |
Net shortfall amortization installment of oustanding balance | 2022-12-31 | 1,369,737,880 |
Waiver amortization installment | 2022-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 485,164,045 |
Carryover balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 421,828,515 |
Additional cash requirement | 2022-12-31 | 63,335,530 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 750,611,970 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
Total participants, beginning-of-year | 2022-01-01 | 62,080 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 20,576 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 18,604 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 16,015 |
Total of all active and inactive participants | 2022-01-01 | 55,195 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 5,489 |
Total participants | 2022-01-01 | 60,684 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 222 |
2021: CHEVRON RETIREMENT PLAN 2021 401k membership |
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Market value of plan assets | 2021-12-31 | 10,900,535,326 |
Acturial value of plan assets | 2021-12-31 | 10,343,230,364 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 2,090,971,953 |
Number of terminated vested participants | 2021-12-31 | 20,261 |
Fundng target for terminated vested participants | 2021-12-31 | 1,740,151,999 |
Active participant vested funding target | 2021-12-31 | 3,817,106,824 |
Number of active participants | 2021-12-31 | 19,564 |
Total funding liabilities for active participants | 2021-12-31 | 3,854,574,963 |
Total participant count | 2021-12-31 | 65,265 |
Total funding target for all participants | 2021-12-31 | 7,685,698,915 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 3,736,999,725 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 668,644,673 |
Amount remaining of carryover balance | 2021-12-31 | 0 |
Amount remaining of prefunding balance | 2021-12-31 | 3,068,355,052 |
Present value of excess contributions | 2021-12-31 | 829,430,655 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 896,079,825 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 792,982,014 |
Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
Balance of prefunding at beginning of current year | 2021-12-31 | 4,150,069,276 |
Total employer contributions | 2021-12-31 | 800,000,000 |
Total employee contributions | 2021-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 748,071,126 |
Liquidity shortfalls end of Q1 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2021-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 312,429,106 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 1,492,537,827 |
Waiver amortization installment | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 457,777,596 |
Carryover balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 416,146,127 |
Additional cash requirement | 2021-12-31 | 41,631,469 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 748,071,126 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 65,265 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 19,629 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 19,224 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 17,774 |
Total of all active and inactive participants | 2021-01-01 | 56,627 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 5,453 |
Total participants | 2021-01-01 | 62,080 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 160 |
2020: CHEVRON RETIREMENT PLAN 2020 401k membership |
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Market value of plan assets | 2020-12-31 | 10,920,420,528 |
Acturial value of plan assets | 2020-12-31 | 10,621,901,609 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 2,185,155,488 |
Number of terminated vested participants | 2020-12-31 | 19,095 |
Fundng target for terminated vested participants | 2020-12-31 | 1,230,337,526 |
Active participant vested funding target | 2020-12-31 | 5,000,433,614 |
Number of active participants | 2020-12-31 | 22,246 |
Total funding liabilities for active participants | 2020-12-31 | 5,039,344,349 |
Total participant count | 2020-12-31 | 67,852 |
Total funding target for all participants | 2020-12-31 | 8,454,837,363 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 3,161,515,901 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 696,799,596 |
Amount remaining of carryover balance | 2020-12-31 | 0 |
Amount remaining of prefunding balance | 2020-12-31 | 2,464,716,305 |
Present value of excess contributions | 2020-12-31 | 695,269,933 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 822,226,223 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 822,226,223 |
Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 3,736,999,725 |
Total employer contributions | 2020-12-31 | 900,000,000 |
Total employee contributions | 2020-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 829,430,655 |
Liquidity shortfalls end of Q1 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2020-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 424,747,550 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 1,569,935,479 |
Waiver amortization installment | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 568,788,267 |
Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 668,644,673 |
Additional cash requirement | 2020-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 829,430,655 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 67,852 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 19,564 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 19,845 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 20,261 |
Total of all active and inactive participants | 2020-01-01 | 59,670 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 5,595 |
Total participants | 2020-01-01 | 65,265 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 111 |
2019: CHEVRON RETIREMENT PLAN 2019 401k membership |
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Market value of plan assets | 2019-12-31 | 9,331,955,278 |
Acturial value of plan assets | 2019-12-31 | 9,833,764,298 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 2,043,569,125 |
Number of terminated vested participants | 2019-12-31 | 20,584 |
Fundng target for terminated vested participants | 2019-12-31 | 1,263,194,970 |
Active participant vested funding target | 2019-12-31 | 4,819,931,357 |
Number of active participants | 2019-12-31 | 21,646 |
Total funding liabilities for active participants | 2019-12-31 | 4,871,322,589 |
Total participant count | 2019-12-31 | 69,279 |
Total funding target for all participants | 2019-12-31 | 8,178,086,684 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 3,237,676,390 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 626,532,545 |
Amount remaining of carryover balance | 2019-12-31 | 0 |
Amount remaining of prefunding balance | 2019-12-31 | 2,611,143,845 |
Present value of excess contributions | 2019-12-31 | 738,253,590 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 706,779,572 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 706,779,572 |
Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 3,161,515,901 |
Total employer contributions | 2019-12-31 | 900,000,000 |
Total employee contributions | 2019-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 823,235,160 |
Liquidity shortfalls end of Q1 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2019-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 380,944,105 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 1,505,838,287 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 824,764,823 |
Carryover balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 696,799,596 |
Additional cash requirement | 2019-12-31 | 127,965,227 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 823,235,160 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 69,279 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 22,246 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 19,095 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 20,624 |
Total of all active and inactive participants | 2019-01-01 | 61,965 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 5,887 |
Total participants | 2019-01-01 | 67,852 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 84 |
2018: CHEVRON RETIREMENT PLAN 2018 401k membership |
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Market value of plan assets | 2018-12-31 | 10,463,737,306 |
Acturial value of plan assets | 2018-12-31 | 9,830,347,900 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 1,916,141,882 |
Number of terminated vested participants | 2018-12-31 | 22,216 |
Fundng target for terminated vested participants | 2018-12-31 | 1,403,994,540 |
Active participant vested funding target | 2018-12-31 | 4,846,392,737 |
Number of active participants | 2018-12-31 | 22,234 |
Total funding liabilities for active participants | 2018-12-31 | 4,920,702,965 |
Total participant count | 2018-12-31 | 72,019 |
Total funding target for all participants | 2018-12-31 | 8,240,839,387 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 3,246,101,752 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 533,372,985 |
Amount remaining of carryover balance | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 2,712,728,767 |
Present value of excess contributions | 2018-12-31 | 420,354,521 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 486,055,933 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 100,948,117 |
Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 3,237,676,390 |
Total employer contributions | 2018-12-31 | 900,000,000 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 832,504,099 |
Liquidity shortfalls end of Q1 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2018-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 309,638,396 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 1,648,167,877 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 720,783,054 |
Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 626,532,545 |
Additional cash requirement | 2018-12-31 | 94,250,509 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 832,504,099 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 72,019 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 21,646 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 21,170 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 20,584 |
Total of all active and inactive participants | 2018-01-01 | 63,400 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 5,879 |
Total participants | 2018-01-01 | 69,279 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 196 |
2017: CHEVRON RETIREMENT PLAN 2017 401k membership |
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Market value of plan assets | 2017-12-31 | 9,956,713,751 |
Acturial value of plan assets | 2017-12-31 | 10,042,066,223 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 1,799,201,145 |
Number of terminated vested participants | 2017-12-31 | 23,827 |
Fundng target for terminated vested participants | 2017-12-31 | 1,473,468,417 |
Active participant vested funding target | 2017-12-31 | 4,938,471,120 |
Number of active participants | 2017-12-31 | 23,553 |
Total funding liabilities for active participants | 2017-12-31 | 5,030,076,091 |
Total participant count | 2017-12-31 | 75,523 |
Total funding target for all participants | 2017-12-31 | 8,302,745,653 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 3,061,888,735 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 479,473,922 |
Amount remaining of carryover balance | 2017-12-31 | 0 |
Amount remaining of prefunding balance | 2017-12-31 | 2,582,414,813 |
Present value of excess contributions | 2017-12-31 | 385,313,979 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 421,456,430 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 421,456,430 |
Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 3,246,101,752 |
Total employer contributions | 2017-12-31 | 600,000,000 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 553,163,514 |
Liquidity shortfalls end of Q1 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2017-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 323,512,706 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 1,506,781,182 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 666,181,978 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 533,372,985 |
Additional cash requirement | 2017-12-31 | 132,808,993 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 553,163,514 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 75,523 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 22,234 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 21,475 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 22,216 |
Total of all active and inactive participants | 2017-01-01 | 65,925 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 6,094 |
Total participants | 2017-01-01 | 72,019 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 251 |
2016: CHEVRON RETIREMENT PLAN 2016 401k membership |
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Market value of plan assets | 2016-12-31 | 10,497,485,868 |
Acturial value of plan assets | 2016-12-31 | 10,979,736,266 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 1,619,725,796 |
Number of terminated vested participants | 2016-12-31 | 24,513 |
Fundng target for terminated vested participants | 2016-12-31 | 1,360,800,985 |
Active participant vested funding target | 2016-12-31 | 5,523,531,074 |
Number of active participants | 2016-12-31 | 26,704 |
Total funding liabilities for active participants | 2016-12-31 | 5,620,643,760 |
Total participant count | 2016-12-31 | 79,882 |
Total funding target for all participants | 2016-12-31 | 8,601,170,541 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 3,412,850,823 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 492,819,093 |
Amount remaining of carryover balance | 2016-12-31 | 0 |
Amount remaining of prefunding balance | 2016-12-31 | 2,920,031,730 |
Present value of excess contributions | 2016-12-31 | 156,624,958 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 155,873,158 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 155,873,158 |
Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 3,061,888,735 |
Total employer contributions | 2016-12-31 | 500,000,000 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 458,741,895 |
Liquidity shortfalls end of Q1 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2016-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 371,598,415 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 683,323,010 |
Waiver amortization installment | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 552,901,838 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 479,473,922 |
Additional cash requirement | 2016-12-31 | 73,427,916 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 458,741,895 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 79,882 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 23,553 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 21,825 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 23,827 |
Total of all active and inactive participants | 2016-01-01 | 69,205 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 6,318 |
Total participants | 2016-01-01 | 75,523 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 417 |
2015: CHEVRON RETIREMENT PLAN 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-01-01 | 83,338 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 26,704 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 22,105 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 24,513 |
Total of all active and inactive participants | 2015-01-01 | 73,322 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 6,560 |
Total participants | 2015-01-01 | 79,882 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 442 |
2014: CHEVRON RETIREMENT PLAN 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-01-01 | 86,220 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 28,978 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 22,248 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 25,352 |
Total of all active and inactive participants | 2014-01-01 | 76,578 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 6,760 |
Total participants | 2014-01-01 | 83,338 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 458 |
2013: CHEVRON RETIREMENT PLAN 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-01-01 | 86,474 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 29,314 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 22,726 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 27,188 |
Total of all active and inactive participants | 2013-01-01 | 79,228 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 6,992 |
Total participants | 2013-01-01 | 86,220 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 270 |
2012: CHEVRON RETIREMENT PLAN 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-01-01 | 86,835 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 27,755 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 21,571 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 30,261 |
Total of all active and inactive participants | 2012-01-01 | 79,587 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 6,887 |
Total participants | 2012-01-01 | 86,474 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 292 |
2011: CHEVRON RETIREMENT PLAN 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 88,732 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 26,406 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 21,530 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 31,865 |
Total of all active and inactive participants | 2011-01-01 | 79,801 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 7,034 |
Total participants | 2011-01-01 | 86,835 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 357 |
2010: CHEVRON RETIREMENT PLAN 2010 401k membership |
---|
Total participants, beginning-of-year | 2010-01-01 | 90,889 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 26,001 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 21,882 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 33,198 |
Total of all active and inactive participants | 2010-01-01 | 81,081 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 7,291 |
Total participants | 2010-01-01 | 88,372 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 391 |
2009: CHEVRON RETIREMENT PLAN 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-01-01 | 94,827 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 27,572 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 22,040 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 33,938 |
Total of all active and inactive participants | 2009-01-01 | 83,550 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 7,339 |
Total participants | 2009-01-01 | 90,889 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 429 |
Measure | Date | Value |
---|
2022 : CHEVRON RETIREMENT PLAN 2022 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2022-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $0 |
Total transfer of assets from this plan | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Expenses. Interest paid | 2022-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-1,059,761,729 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $940,328,841 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $940,328,841 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of total corrective distributions | 2022-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $800,000,000 |
Value of total assets at end of year | 2022-12-31 | $8,411,370,729 |
Value of total assets at beginning of year | 2022-12-31 | $10,411,461,299 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $0 |
Total income from rents | 2022-12-31 | $0 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $0 |
Assets. Real estate other than employer real property at end of year | 2022-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2022-12-31 | $0 |
Administrative expenses professional fees incurred | 2022-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2022-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2022-12-31 | $0 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $15,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $0 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $0 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2022-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2022-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $0 |
Other income not declared elsewhere | 2022-12-31 | $0 |
Administrative expenses (other) incurred | 2022-12-31 | $0 |
Liabilities. Value of operating payables at end of year | 2022-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $0 |
Total non interest bearing cash at end of year | 2022-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Income. Non cash contributions | 2022-12-31 | $0 |
Value of net income/loss | 2022-12-31 | $-2,000,090,570 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $8,411,370,729 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $10,411,461,299 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2022-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2022-12-31 | $0 |
Investment advisory and management fees | 2022-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $0 |
Interest on participant loans | 2022-12-31 | $0 |
Income. Interest from loans (other than to participants) | 2022-12-31 | $0 |
Interest earned on other investments | 2022-12-31 | $0 |
Income. Interest from US Government securities | 2022-12-31 | $0 |
Income. Interest from corporate debt instruments | 2022-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2022-12-31 | $8,411,370,729 |
Value of interest in master investment trust accounts at beginning of year | 2022-12-31 | $10,411,461,299 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2022-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2022-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $0 |
Asset value of US Government securities at end of year | 2022-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2022-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2022-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Assets. Invements in employer securities at end of year | 2022-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2022-12-31 | $0 |
Assets. Value of employer real property at end of year | 2022-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2022-12-31 | $0 |
Contributions received in cash from employer | 2022-12-31 | $800,000,000 |
Employer contributions (assets) at end of year | 2022-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
Income. Dividends from preferred stock | 2022-12-31 | $0 |
Income. Dividends from common stock | 2022-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $940,328,841 |
Asset. Corporate debt instrument preferred debt at end of year | 2022-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2022-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2022-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2022-12-31 | $0 |
Contract administrator fees | 2022-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2022-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2022-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2022-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2022-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2022-12-31 | $0 |
Did the plan have assets held for investment | 2022-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Aggregate proceeds on sale of assets | 2022-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2022-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2022-12-31 | $0 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | WITHUMSMITH+BROWN, PC |
Accountancy firm EIN | 2022-12-31 | 222027092 |
2021 : CHEVRON RETIREMENT PLAN 2021 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $1,786,706,814 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $2,302,468,826 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $2,302,468,826 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $800,000,000 |
Value of total assets at end of year | 2021-12-31 | $10,411,461,299 |
Value of total assets at beginning of year | 2021-12-31 | $10,927,223,311 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $0 |
Total interest from all sources | 2021-12-31 | $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 year | 2021-12-31 | No |
Assets. Real estate other than employer real property at end of year | 2021-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2021-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2021-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2021-12-31 | $0 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $15,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Participant contributions at end of year | 2021-12-31 | $0 |
Participant contributions at beginning of year | 2021-12-31 | $0 |
Participant contributions at end of year | 2021-12-31 | $0 |
Participant contributions at beginning of year | 2021-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2021-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2021-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $0 |
Liabilities. Value of operating payables at end of year | 2021-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $0 |
Total non interest bearing cash at end of year | 2021-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $-515,762,012 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $10,411,461,299 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $10,927,223,311 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2021-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2021-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2021-12-31 | $10,411,461,299 |
Value of interest in master investment trust accounts at beginning of year | 2021-12-31 | $10,927,223,311 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2021-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2021-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $0 |
Asset value of US Government securities at end of year | 2021-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2021-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Assets. Invements in employer securities at end of year | 2021-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2021-12-31 | $0 |
Assets. Value of employer real property at end of year | 2021-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2021-12-31 | $0 |
Contributions received in cash from employer | 2021-12-31 | $800,000,000 |
Employer contributions (assets) at end of year | 2021-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $2,302,468,826 |
Asset. Corporate debt instrument preferred debt at end of year | 2021-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2021-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2021-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2021-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2021-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2021-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2021-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2021-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2021-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2021-12-31 | $0 |
Did the plan have assets held for investment | 2021-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Liabilities. Value of acquisition indebtedness at end of year | 2021-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2021-12-31 | $0 |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | WITHUM SMITH + BROWN, PC |
Accountancy firm EIN | 2021-12-31 | 222027092 |
2020 : CHEVRON RETIREMENT PLAN 2020 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2020-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $0 |
Total transfer of assets from this plan | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Expenses. Interest paid | 2020-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $1,763,611,254 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $1,789,871,135 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,789,871,135 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of total corrective distributions | 2020-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $900,000,000 |
Value of total assets at end of year | 2020-12-31 | $10,927,223,311 |
Value of total assets at beginning of year | 2020-12-31 | $10,953,483,192 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $0 |
Total income from rents | 2020-12-31 | $0 |
Total interest from all sources | 2020-12-31 | $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 year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $0 |
Assets. Real estate other than employer real property at end of year | 2020-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2020-12-31 | $0 |
Administrative expenses professional fees incurred | 2020-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2020-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2020-12-31 | $0 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $15,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $0 |
Participant contributions at end of year | 2020-12-31 | $0 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Participant contributions at end of year | 2020-12-31 | $0 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2020-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2020-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2020-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $0 |
Other income not declared elsewhere | 2020-12-31 | $0 |
Administrative expenses (other) incurred | 2020-12-31 | $0 |
Liabilities. Value of operating payables at end of year | 2020-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $0 |
Total non interest bearing cash at end of year | 2020-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Income. Non cash contributions | 2020-12-31 | $0 |
Value of net income/loss | 2020-12-31 | $-26,259,881 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $10,927,223,311 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $10,953,483,192 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2020-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2020-12-31 | $0 |
Investment advisory and management fees | 2020-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $0 |
Interest on participant loans | 2020-12-31 | $0 |
Income. Interest from loans (other than to participants) | 2020-12-31 | $0 |
Interest earned on other investments | 2020-12-31 | $0 |
Income. Interest from US Government securities | 2020-12-31 | $0 |
Income. Interest from corporate debt instruments | 2020-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2020-12-31 | $10,927,223,311 |
Value of interest in master investment trust accounts at beginning of year | 2020-12-31 | $10,953,483,192 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2020-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2020-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $0 |
Asset value of US Government securities at end of year | 2020-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2020-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2020-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Assets. Invements in employer securities at end of year | 2020-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2020-12-31 | $0 |
Assets. Value of employer real property at end of year | 2020-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2020-12-31 | $0 |
Contributions received in cash from employer | 2020-12-31 | $900,000,000 |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $0 |
Income. Dividends from preferred stock | 2020-12-31 | $0 |
Income. Dividends from common stock | 2020-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,789,871,135 |
Asset. Corporate debt instrument preferred debt at end of year | 2020-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2020-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2020-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2020-12-31 | $0 |
Contract administrator fees | 2020-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2020-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2020-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2020-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2020-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2020-12-31 | $0 |
Did the plan have assets held for investment | 2020-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Aggregate proceeds on sale of assets | 2020-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2020-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2020-12-31 | $0 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | LINDQUIST LLP |
Accountancy firm EIN | 2020-12-31 | 522385296 |
2019 : CHEVRON RETIREMENT PLAN 2019 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2019-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $0 |
Total transfer of assets from this plan | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Expenses. Interest paid | 2019-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $2,033,792,472 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $834,638,738 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $834,638,738 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of total corrective distributions | 2019-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $500,000,000 |
Value of total assets at end of year | 2019-12-31 | $10,553,483,192 |
Value of total assets at beginning of year | 2019-12-31 | $9,354,329,458 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $0 |
Total income from rents | 2019-12-31 | $0 |
Total interest from all sources | 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 year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $0 |
Assets. Real estate other than employer real property at end of year | 2019-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2019-12-31 | $0 |
Administrative expenses professional fees incurred | 2019-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2019-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2019-12-31 | $0 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $15,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $0 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2019-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2019-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $0 |
Other income not declared elsewhere | 2019-12-31 | $0 |
Administrative expenses (other) incurred | 2019-12-31 | $0 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $0 |
Total non interest bearing cash at end of year | 2019-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Income. Non cash contributions | 2019-12-31 | $0 |
Value of net income/loss | 2019-12-31 | $1,199,153,734 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $10,553,483,192 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $9,354,329,458 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2019-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2019-12-31 | $0 |
Investment advisory and management fees | 2019-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $0 |
Interest on participant loans | 2019-12-31 | $0 |
Income. Interest from loans (other than to participants) | 2019-12-31 | $0 |
Interest earned on other investments | 2019-12-31 | $0 |
Income. Interest from US Government securities | 2019-12-31 | $0 |
Income. Interest from corporate debt instruments | 2019-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2019-12-31 | $10,553,483,192 |
Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $9,354,329,458 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2019-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2019-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $0 |
Asset value of US Government securities at end of year | 2019-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2019-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2019-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Assets. Invements in employer securities at end of year | 2019-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2019-12-31 | $0 |
Assets. Value of employer real property at end of year | 2019-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2019-12-31 | $0 |
Contributions received in cash from employer | 2019-12-31 | $500,000,000 |
Employer contributions (assets) at end of year | 2019-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Income. Dividends from preferred stock | 2019-12-31 | $0 |
Income. Dividends from common stock | 2019-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $834,638,738 |
Asset. Corporate debt instrument preferred debt at end of year | 2019-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2019-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2019-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2019-12-31 | $0 |
Contract administrator fees | 2019-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2019-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2019-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2019-12-31 | $0 |
Did the plan have assets held for investment | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Aggregate proceeds on sale of assets | 2019-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2019-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2019-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | LINDQUIST LLP |
Accountancy firm EIN | 2019-12-31 | 522385296 |
2018 : CHEVRON RETIREMENT PLAN 2018 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $321,154,462 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,446,366,323 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,446,366,323 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $900,000,000 |
Value of total assets at end of year | 2018-12-31 | $9,354,329,458 |
Value of total assets at beginning of year | 2018-12-31 | $10,479,541,319 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $0 |
Total interest from all sources | 2018-12-31 | $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 year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $15,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-1,125,211,861 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $9,354,329,458 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $10,479,541,319 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2018-12-31 | $9,354,329,458 |
Value of interest in master investment trust accounts at beginning of year | 2018-12-31 | $10,479,541,319 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $900,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,446,366,323 |
Did the plan have assets held for investment | 2018-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | LINDQUIST LLP |
Accountancy firm EIN | 2018-12-31 | 522385296 |
2017 : CHEVRON RETIREMENT PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $1,988,814,100 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $1,480,683,481 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,480,683,481 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $600,000,000 |
Value of total assets at end of year | 2017-12-31 | $10,479,541,319 |
Value of total assets at beginning of year | 2017-12-31 | $9,971,410,700 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $0 |
Total interest from all sources | 2017-12-31 | $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 year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $15,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $508,130,619 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $10,479,541,319 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $9,971,410,700 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2017-12-31 | $10,479,541,319 |
Value of interest in master investment trust accounts at beginning of year | 2017-12-31 | $9,971,410,700 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $600,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,480,683,481 |
Did the plan have assets held for investment | 2017-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | LINDQUIST LLP |
Accountancy firm EIN | 2017-12-31 | 522385296 |
2016 : CHEVRON RETIREMENT PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $1,374,618,754 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $1,903,979,327 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,903,979,327 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $500,000,000 |
Value of total assets at end of year | 2016-12-31 | $9,971,410,700 |
Value of total assets at beginning of year | 2016-12-31 | $10,500,771,273 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $0 |
Total interest from all sources | 2016-12-31 | $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 year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $15,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $-529,360,573 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $9,971,410,700 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $10,500,771,273 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2016-12-31 | $9,971,410,700 |
Value of interest in master investment trust accounts at beginning of year | 2016-12-31 | $10,500,771,273 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | Yes |
Contributions received in cash from employer | 2016-12-31 | $500,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $1,903,979,327 |
Did the plan have assets held for investment | 2016-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | LINDQUIST LLP |
Accountancy firm EIN | 2016-12-31 | 522385296 |
2015 : CHEVRON RETIREMENT PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $185,940,123 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $1,227,992,075 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,227,992,075 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $250,000,000 |
Value of total assets at end of year | 2015-12-31 | $10,500,771,273 |
Value of total assets at beginning of year | 2015-12-31 | $11,542,823,225 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $0 |
Total interest from all sources | 2015-12-31 | $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 year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $15,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-1,042,051,952 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $10,500,771,273 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $11,542,823,225 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2015-12-31 | $10,500,771,273 |
Value of interest in master investment trust accounts at beginning of year | 2015-12-31 | $11,542,823,225 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $250,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,227,992,075 |
Did the plan have assets held for investment | 2015-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | LINDQUIST LLP |
Accountancy firm EIN | 2015-12-31 | 522385296 |
2014 : CHEVRON RETIREMENT PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $1,345,756,608 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $969,051,927 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $969,051,927 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $500,000,000 |
Value of total assets at end of year | 2014-12-31 | $11,542,823,225 |
Value of total assets at beginning of year | 2014-12-31 | $11,166,118,544 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $0 |
Total interest from all sources | 2014-12-31 | $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 year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $30,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $376,704,681 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $11,542,823,225 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $11,166,118,544 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2014-12-31 | $11,542,823,225 |
Value of interest in master investment trust accounts at beginning of year | 2014-12-31 | $11,166,118,544 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $500,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $969,051,927 |
Did the plan have assets held for investment | 2014-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | LINDQUIST LLP |
Accountancy firm EIN | 2014-12-31 | 522385296 |
2013 : CHEVRON RETIREMENT PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $1,549,796,134 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $990,816,161 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $990,816,161 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $0 |
Value of total assets at end of year | 2013-12-31 | $11,166,118,544 |
Value of total assets at beginning of year | 2013-12-31 | $10,607,138,571 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $0 |
Total interest from all sources | 2013-12-31 | $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 year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $30,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $558,979,973 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $11,166,118,544 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $10,607,138,571 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2013-12-31 | $11,166,118,544 |
Value of interest in master investment trust accounts at beginning of year | 2013-12-31 | $10,607,138,571 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $990,816,161 |
Did the plan have assets held for investment | 2013-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | LINDQUIST LLP |
Accountancy firm EIN | 2013-12-31 | 522385296 |
2012 : CHEVRON RETIREMENT PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $1,902,187,115 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $675,589,099 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $675,589,099 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $750,000,000 |
Value of total assets at end of year | 2012-12-31 | $10,607,138,571 |
Value of total assets at beginning of year | 2012-12-31 | $9,380,540,555 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $0 |
Total interest from all sources | 2012-12-31 | $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 year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $30,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $1,226,598,016 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $10,607,138,571 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $9,380,540,555 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2012-12-31 | $10,607,138,571 |
Value of interest in master investment trust accounts at beginning of year | 2012-12-31 | $9,380,540,555 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $750,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $675,589,099 |
Did the plan have assets held for investment | 2012-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | LINDQUIST LLP |
Accountancy firm EIN | 2012-12-31 | 522385296 |
2011 : CHEVRON RETIREMENT PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $635,507,173 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $754,780,443 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $719,987,265 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $750,000,000 |
Value of total assets at end of year | 2011-12-31 | $9,380,540,555 |
Value of total assets at beginning of year | 2011-12-31 | $9,499,813,825 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $34,793,178 |
Total interest from all sources | 2011-12-31 | $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 year | 2011-12-31 | No |
Administrative expenses professional fees incurred | 2011-12-31 | $153,356 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $30,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Administrative expenses (other) incurred | 2011-12-31 | $11,608,458 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-119,273,270 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $9,380,540,555 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $9,499,813,825 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $23,031,364 |
Value of interest in master investment trust accounts at end of year | 2011-12-31 | $9,380,540,555 |
Value of interest in master investment trust accounts at beginning of year | 2011-12-31 | $9,499,813,825 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $750,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $719,987,265 |
Did the plan have assets held for investment | 2011-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | LINDQUIST LLP |
Accountancy firm EIN | 2011-12-31 | 522385296 |
2010 : CHEVRON RETIREMENT PLAN 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $2,688,475,689 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $723,928,618 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $692,067,167 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,750,000,000 |
Value of total assets at end of year | 2010-12-31 | $9,499,813,825 |
Value of total assets at beginning of year | 2010-12-31 | $7,535,266,754 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $31,861,451 |
Total interest from all sources | 2010-12-31 | $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 year | 2010-12-31 | No |
Administrative expenses professional fees incurred | 2010-12-31 | $131,364 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $30,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Administrative expenses (other) incurred | 2010-12-31 | $11,080,573 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $1,964,547,071 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $9,499,813,825 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $7,535,266,754 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $20,649,514 |
Value of interest in master investment trust accounts at end of year | 2010-12-31 | $9,499,813,825 |
Value of interest in master investment trust accounts at beginning of year | 2010-12-31 | $7,535,266,754 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $1,750,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $692,067,167 |
Did the plan have assets held for investment | 2010-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | LINDQUIST LLP |
Accountancy firm EIN | 2010-12-31 | 522385296 |
2009 : CHEVRON RETIREMENT PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |