PlanOptica
Retirement plan

ENSTAR CORPORATION RETIREMENT PLAN

BP CORPORATION NORTH AMERICA INC.EIN 36-1812780Plan #058PY 2020
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501 WESTLAKE PARK BLVD., ATTN L CARGILL - HOUSTON, TX 77079888-788-9278
Other plans on this EIN
6 filings
#001Retirement-$8.02B assets#050Retirement-$7.82B assets#100Retirement-$224.2M assets#051Retirement-$36.0M assets#052Retirement-$1.1M assets#063Retirement-$674K assets
Prospect flagsRecently cancelled planLow returnsWind-down / frozen

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(888) 788-9278
Plan administrator signer
CLIFFORD E. YORK
Signed 10/02/2021
Plan administrator entity
EMPLOYEE BENEFITS PLAN ADMINISTRATOR
EIN 743259348
501 WESTLAKE PARK BLVD · HOUSTON, TX 77079
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Summary metrics

Total assets (EOY)
$0
+0.6% from 2016
Total participants
0
+2.7% from 2016
Average account balance
$0
No prior year
Annual return
-54.54%
-7.39 pp from 2016

Benchmarks

See 659 peers
Peer group
Industry32 - Manufacturing
Plan typeDefined benefit
Participants<25
Cohort659 peers
Snapshot2020
Participant deferral / active EE
$0
median $0
Employer contribution / active EE
$0
median $15,000
Participation rate
0.0%
median 0.0%
Avg account balance
$0
median $120,737
Admin fee / account holder
$0
median $9,698
Annual return
-54.54%
median 8.06%
Overall peer rank
5th percentileavg across 6 metrics

Analytics

2015 - 2020
Total assets (EOY)
Plan-year ending balance
$0
Average account balance
Total assets / participants with a balance (line 6g)
$63K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
128
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
Not enough data
0 years with eligibility data
Contributions (total)
Employer and participant dollars contributed each year
Not enough data
0 years with contributions on file
Contributions per participant
Average employer and participant contribution per enrolled participant
Not enough data
0 years with per-participant contribution data
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
-54.54%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$0
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
  • Mutual / pooled
  • Stocks
  • Bonds
  • Cash
  • Real estate
  • Loans

Service providers

Top 2 by compensation
ProviderService typeCompensation
MERCER HUMAN RESOURCES CONSULTING6+ years
Service code 11 · EIN 13-2834414
Actuarial
$66,164
FIDELITY INVST INSTITUTIONAL OPS CO6+ years
Service code 13 · EIN 04-2647786
Contract Administrator
$4,499

Enrolled actuary

1 attachment
SB

PHILIP HELPPI

MERCER
Enrollment #2008575
ONE TOWNE SQUARE
SUITE 1100
SOUTHFIELD, MI 48076
(248) 945-5500
Signed 2021-07-16

Top hat statement on fileNQDC

Filed April 8, 2024 (most recent of 5 filings on file)

Plan administrator

Plan administrator name— Sign in and upgrade to view
501 Westlake Park Blvd.
Houston, TX 77079
Email— Sign in and upgrade to viewPhone— Sign in and upgrade to view

Plans declared (1)

  • BP Excess Partnership Savings Plan15 emp
Open the filing PDF

Plan features & details

Pension benefit codes1A1I3H
Plan features
  • 1A
    Benefits are primarily pay related
    Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
  • 1I
    Frozen plan
    As of the last day of the plan year the plan provides that no participant will get any new benefit accrual whether because of service or compensation.
  • 3H
    Controlled group member
    Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

3 tripped
  • OpportunityLow returns

    Annual investment return is in the bottom quintile of the peer cohort.

  • InformationalWind-down / frozen

    Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.

  • InformationalRecently cancelled plan

    Plan reported a final filing / termination within the last year.

Expense breakdown

Schedule H Part II
Admin total
$81K
  • Contract admin$4K5.5%
  • Other / not subdivided$77K94.5%
% of EOY assets
-
all-in expense ratio
Categories reported
1 / 9
subdivided buckets used

Audit opinion

Schedule H Part III
Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm
DELOITTE & TOUCHE LLP
Auditor EIN
133891517
Audit fees
(not subdivided)
Opinion code
Unqualified