Assets by plan
Share of aggregate retirement assets
54%top
Sponsor portfolioTH
SHELL USA, INC.
EIN 13-1299890restaurantsLatest filing 2024
Plans
4
Retirement
2
$21.22B assets
Welfare
2
$141.4M premiums
Participants
100,072
150 N. DAIRY ASHFORD - HOUSTON, TX 77079832-337-2445shellshack.comLinkedIn201-500 employeesrestaurants
Retirement portfolio analytics
2 plans aggregated / $21.22B assets / 56,040 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
Participants by plan
Active + retired + deferred vested
- SHELL PENSION (#001)31,775
Benefits portfolio analytics
2 plans / $141.4M premiums / 21,892 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$52.0M
- Life$21.3M
- Other$14.1M
- Prescription drug$13.8M
- Vision$10.1M
- Long-term disability$9.7M
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
27%top
- METROPOLITAN LIFE INSURANCE COMPANY27%
- UNITEDHEALTHCARE INSURANCE COMPANY26%
- AETNA LIFE INSURANCE COMPANY18%
- UNITED HEALTHCARE INSURANCE COMPANY7%
- KAISER FOUNDATION HEALTH PLAN INC7%
- +3 more
Broker market share
Schedule A broker compensation
64%top
- WILLIS TOWERS WATSON US LLC64%
- MARSH & MCLENNAN AGENCY LLC20%
- HUB INTERNATIONAL MIDWEST LIMITED11%
- WORTHAM SAN ANTONIO INC4%
- ROBERT LYNN COMPANY, INC.0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SHELL PROVIDENT FUND
401k
Assets$11.52B
Participants24,265
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SHELL PENSION PLAN
CashBalance
Assets$9.69B
Participants31,775
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SHELL USA, INC. HEALTH & WELLBEING PLAN
Fully Insured - SIERRA HEALTH AND LIFE INSURANCE COMPANY, INC
Premiums$141.4M
Covered lives21,892
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#596
SHELL OIL COMPANY 1996 COLI CONSENT INCENTIVE BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SHELL PROVIDENT FUND | 401k | $11.52B | 24,265 | 2024 | |
| 001 | SHELL PENSION PLAN | CashBalance | $9.69B | 31,775 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SHELL USA, INC. HEALTH & WELLBEING PLAN | Fully Insured | SIERRA HEALTH AND LIFE INSURANCE COMPANY, INC | $141.4M | 21,892 | 2024 | |
| 596 | SHELL OIL COMPANY 1996 COLI CONSENT INCENTIVE BENEFIT PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans