Employers › Lyondell Chemical
Recordkeeping fees per participant · Lyondellbasell Savings Plan · plan year 2024
$35.99
Higher than 54% of the 790 plans over $1B that report it.
= $361,148 / 10,036
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250926150543NAL0011965187001, received 2025-09-26
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250926150543NAL0011965187001, received 2025-09-26
Percentiles compare this plan with the Schedule H plans over $1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-09-26.
Administrative expenses excluding investment management, per participant
$50.23
Higher than 59% of the 1,045 plans over $1B that report it.
= $504,148 / 10,036
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250926150543NAL0011965187001, received 2025-09-26
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250926150543NAL0011965187001, received 2025-09-26
Administrative expenses per participant
$129.21
Higher than 82% of the 1,076 plans over $1B that report it.
= $1,296,794 / 10,036
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250926150543NAL0011965187001, received 2025-09-26
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250926150543NAL0011965187001, received 2025-09-26
Administrative expenses as a share of assets
0.049%
Higher than 52% of the 1,076 plans over $1B that report it.
= $1,296,794 / $2,671,491,588
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250926150543NAL0011965187001, received 2025-09-26
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250926150543NAL0011965187001, received 2025-09-26
Employer contributions per participant
$5,689
Higher than 73% of the 1,135 plans over $1B that report it.
= $57,091,587 / 10,036
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250926150543NAL0011965187001, received 2025-09-26
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250926150543NAL0011965187001, received 2025-09-26
Employer share of total contributions
30.9%
Higher than 41% of the 1,135 plans over $1B that report it.
= $57,091,587 / $184,847,376
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250926150543NAL0011965187001, received 2025-09-26
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250926150543NAL0011965187001, received 2025-09-26
98.2% of this plan's assets are held in a master trust. Costs reported at the trust level and allocated by the plan's share: administrative expenses $1,040,786 ($232.92 per participant including the plan's own Schedule H). Benchmarks and percentiles use the plan's own Schedule H only.
Plan terms are described in Lyondell Chemical Company's SEC filings: Form 11-K filed 2007-06-27 and Form 10-K filed 2008-03-31. No term could be quoted from them with the required precision.
2T default investment (QDIA) · 2E profit-sharing · 2F ERISA 404(c) plan · 2J 401(k) feature · 2K 401(m) arrangement · 2R participant brokerage window · 2S pre-approved plan document · 2H partially participant-directed · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250926150543NAL0011965187001, received 2025-09-26
| Field | Value | Source |
|---|---|---|
| Plan sponsor | LYONDELL CHEMICAL COMPANY | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250926150543NAL0011965187001, received 2025-09-26 |
| Plan name | LYONDELLBASELL SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250926150543NAL0011965187001, received 2025-09-26 |
| Sponsor EIN / plan number | 95-4160558 / 007 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250926150543NAL0011965187001, received 2025-09-26 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250926150543NAL0011965187001, received 2025-09-26 |
| Sponsor location | HOUSTON, TX | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250926150543NAL0011965187001, received 2025-09-26 |
| Industry (business code) | 324110, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250926150543NAL0011965187001, received 2025-09-26 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250926150543NAL0011965187001, received 2025-09-26 |
| Filing received | 2025-09-26 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250926150543NAL0011965187001, received 2025-09-26 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250926150543NAL0011965187001, received 2025-09-26 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250926150543NAL0011965187001, received 2025-09-26 |
| Participants, beginning of year | 10,570 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250926150543NAL0011965187001, received 2025-09-26 |
| Active participants | 7,839 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250926150543NAL0011965187001, received 2025-09-26 |
| Participants, end of year | 10,398 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250926150543NAL0011965187001, received 2025-09-26 |
| Participants with an account balance | 10,036 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250926150543NAL0011965187001, received 2025-09-26 |
| Total assets, beginning of year | $2,404,821,084 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250926150543NAL0011965187001, received 2025-09-26 |
| Total assets, end of year | $2,671,491,588 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250926150543NAL0011965187001, received 2025-09-26 |
| Net assets, end of year | $2,671,491,588 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250926150543NAL0011965187001, received 2025-09-26 |
| Total income | $562,995,523 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250926150543NAL0011965187001, received 2025-09-26 |
| Net income | $266,153,740 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250926150543NAL0011965187001, received 2025-09-26 |
| Employer contributions | $57,091,587 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250926150543NAL0011965187001, received 2025-09-26 |
| Participant contributions | $108,626,384 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250926150543NAL0011965187001, received 2025-09-26 |
| Other contributions (incl. rollovers) | $19,129,405 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250926150543NAL0011965187001, received 2025-09-26 |
| Total contributions | $184,847,376 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250926150543NAL0011965187001, received 2025-09-26 |
| Benefit payments | $295,281,605 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250926150543NAL0011965187001, received 2025-09-26 |
| Total expenses (incl. benefit payments) | $296,841,783 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250926150543NAL0011965187001, received 2025-09-26 |
| Total administrative expenses | $1,296,794 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250926150543NAL0011965187001, received 2025-09-26 |
| Contract administrator fees | $0 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250926150543NAL0011965187001, received 2025-09-26 |
| Recordkeeping fees | $361,148 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250926150543NAL0011965187001, received 2025-09-26 |
| IQPA audit fees | $143,000 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250926150543NAL0011965187001, received 2025-09-26 |
| Investment advisory and management fees | $792,646 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250926150543NAL0011965187001, received 2025-09-26 |
| Administrative expenses excluding investment management | $504,148 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250926150543NAL0011965187001, received 2025-09-26 |
| Held in master trusts | $2,622,069,829 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20250926150543NAL0011965187001, received 2025-09-26 |
| Held in common/collective trusts | $0 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250926150543NAL0011965187001, received 2025-09-26 |
| Held in mutual funds | $0 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250926150543NAL0011965187001, received 2025-09-26 |
| Independent auditor | CROWE LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250926150543NAL0011965187001, received 2025-09-26 |
Position = column in the DOL layout for form year 2024. Filing 20250926150543NAL0011965187001, received 2025-09-26.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | 27 Investment advisory (plan) | $693,449 | no |
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 64 Recordkeeping fees; 65 Account maintenance fees; 71 Securities brokerage commissions and fees | $392,300 | no |
| PRICEWATERHOUSECOOPERS | ACCOUNTANT/AUDITOR | 10 Accounting (including auditing) | $143,000 | no |
| UBS FINANCIAL SERVICES INC. | INVESTMENT ADVISOR | 27 Investment advisory (plan); 28 Investment management | $99,197 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250926150543NAL0011965187001, received 2025-09-26.
LYONDELL,EQUISTAR,HOUSTON REFIN MT (EIN 043452906, PN 001): plan interest $2,622,069,829, 94.2% of the trust. The trust's own filing (20250926150056NAL0004064531001, received 2025-09-26) reports net assets $2,783,216,936, administrative expenses $1,104,751, recordkeeping fees $0, investment management fees $1,101,751 and 1 Schedule C providers.
| Provider (trust level) | Service codes | Paid by the trust | Allocated to this plan |
|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | 60 | $0 | $0 |
Schedule D Part I of the plan's filing; the trust's Schedule H and Schedule C. Allocation = the plan's interest divided by the trust's net assets.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $2,404,821,084 | $2,671,491,588 | 11.1% |
| Participants with a balance | 10,154 | 10,036 | -1.2% |
| Administrative expenses | $1,325,029 | $1,296,794 | -2.1% |
| Recordkeeping fees per participant | not reported | $35.99 | |
| Employer contributions | $53,932,212 | $57,091,587 | 5.9% |
Prior filing 20240927145757NAL0002428705001, received 2024-09-27; the plan years are contiguous.
Sponsor name as filed: LYONDELL CHEMICAL COMPANY; SEC registrant: LYONDELL CHEMICAL CO (CIK 842635, matched by EIN).