Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
OCCIDENTAL PETROLEUM CORPORATION
EIN 95-4035997oil & energyLatest filing 2024
Plans
8
Retirement
3
$4.88B assets
Welfare
5
$33.4M premiums
Participants
56,371
Retirement portfolio analytics
3 plans aggregated / $4.88B assets / 26,399 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
5 plans / $33.4M premiums / 23,595 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$15.6M
- Long-term disability$4.1M
- Other$3.1M
- Vision$1.5M
- Health$402K
- Prescription drug$42K
Carrier market share
Premium dollars by Schedule A carrier
38%top
- METROPOLITAN LIFE INSURANCE COMPANY38%
- AETNA LIFE INSURANCE COMPANY35%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA12%
- ZURICH AMERICAN INSURANCE COMPANY9%
- VISION SERVICE PLAN5%
- +2 more
Broker market share
Schedule A broker compensation
100%top
- MARSH & MCLENNAN AGENCY LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
OCCIDENTAL PETROLEUM CORPORATION SAVINGS PLAN
ESOP
Assets$3.54B
Participants12,855
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#060
OCCIDENTAL PETROLEUM CORPORATION RETIREMENT PLAN
MoneyPurchase
Assets$1.28B
Participants12,038
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#071
OCCIDENTAL OIL & GAS CONSOLIDATED RETIREMENT PLAN
CashBalance
Assets$67.5M
Participants1,506
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#591
OCCIDENTAL PETROLEUM CORPORATION WELFARE PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$21.6M
Covered lives16,915
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#653
OXY BENEFITS MEDICARE ADVANTAGE PPO PLAN
Mixed - AETNA LIFE INSURANCE CO.
Premiums$11.8M
Covered lives6,677
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#651
OCCIDENTAL PETROLEUM CORPORATION RETIREE MEDICAL PLAN
Mixed - HIGHMARK WESTERN AND NORTHEASTERN NEW YORK, INC.
Premiums$58K
Covered lives3
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#511
OCCIDENTAL PETROLEUM CORPORATION HEALTH PROMOTION PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#652
OCCIDENTAL PETROLEUM CORPORATION RETIREE DENTAL PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | OCCIDENTAL PETROLEUM CORPORATION SAVINGS PLAN | ESOP | $3.54B | 12,855 | 2024 | |
| 060 | OCCIDENTAL PETROLEUM CORPORATION RETIREMENT PLAN | MoneyPurchase | $1.28B | 12,038 | 2024 | |
| 071 | OCCIDENTAL OIL & GAS CONSOLIDATED RETIREMENT PLAN | CashBalance | $67.5M | 1,506 | 2024 |
Welfare plans5
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 591 | OCCIDENTAL PETROLEUM CORPORATION WELFARE PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $21.6M | 16,915 | 2024 | |
| 653 | OXY BENEFITS MEDICARE ADVANTAGE PPO PLAN | Mixed | AETNA LIFE INSURANCE CO. | $11.8M | 6,677 | 2024 | |
| 651 | OCCIDENTAL PETROLEUM CORPORATION RETIREE MEDICAL PLAN | Mixed | HIGHMARK WESTERN AND NORTHEASTERN NEW YORK, INC. | $58K | 3 | 2024 | |
| 511 | OCCIDENTAL PETROLEUM CORPORATION HEALTH PROMOTION PLAN | Self Funded | - | $0 | 0 | 2024 | |
| 652 | OCCIDENTAL PETROLEUM CORPORATION RETIREE DENTAL PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans