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← SHELL OIL DENTAL ASSISTANCE PLAN

Form 990 for tax year 2023

Filed by SHELL OIL DENTAL ASSISTANCE PLAN.

Totals

Total revenue
$26,565,726
Total expenses
$30,107,330
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$26,016,169
Investment income
$540,833
Other revenue
$8,724
Total assets, end of year
$7,818,002
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$7,818,002
Program services expenses (Part IX)
$30,107,330
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: EMPLOYER CONTRIBUTION

    total $26,016,169 · related or exempt $26,016,169

  • 3 · Investment income

    total $540,833 · excluded $540,833

  • 11a · Other revenue: OTHER INCOME

    total $8,724 · related or exempt $8,724

  • 11e · Other revenue, total

    $8,724

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $28,675,052 · program services $28,675,052

  • 5 · Compensation of officers, directors and key employees

    total $8,800 · program services $8,800

  • 11a · Fees: management

    total $516,477 · program services $516,477

  • 24a · Other expenses: INSURANCE PREMIUM

    total $898,277 · program services $898,277

  • 24b · Other expenses: TRANSFER AGENCY FEE

    total $8,724 · program services $8,724

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $11,359,956 · end of year $7,818,002

  • 29 · Capital stock, trust principal or current funds

    beginning of year $11,359,956

  • 31 · Retained earnings, endowment or other funds

    end of year $7,818,002

Mission and programs · 2023

Mission

PROVIDES DENTAL BENEFITS TO MEMBERS DESIGNATED TO BENEFICIARIES AS DEFINED IN SECTION 419

  • PROVIDES DENTAL BENEFITS TO MEMBERS DESIGNATED TO BENEFICIARIES AS DEFINED IN SECTION 419

As filed on the 2023 return.

Listed in Part VII

  • Principal Financial Group

    TRUSTEE

    Total calculated
    $8,800
    From this org
    $8,800
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Marvin E Odum

    PRESIDENT

    Total calculated
    $0

  • Julian Dalzell

    SENIOR VP

    Total calculated
    $0

  • William C Lowry

    SENIOR VP

    Total calculated
    $0

  • T T Coles

    VICE PRESIDENT

    Total calculated
    $0

  • Cynthia A Deere

    VP FINANCE

    Total calculated
    $0

  • Bp Malnak

    VP GOVERNMENT AFFAIRS

    Total calculated
    $0

  • Richard S Menniti

    TREASURER

    Total calculated
    $0

  • A M Nolte

    CONTROLLER

    Total calculated
    $0

  • Lynn S Borgmeier

    ASSISTANT SECRETARY

    Total calculated
    $0

  • John M Esquivel

    ASSISTANT SECRETARY

    Total calculated
    $0

  • Hector A Pindea

    ASSISTANT SECRETARY

    Total calculated
    $0

  • Stephen J Paul

    ASSISTANT SECRETARY

    Total calculated
    $0

  • Candid Wofram

    ASSISTANT SECRETARY

    Total calculated
    $0

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • SHELL OIL COMPANY

    C corp · OIL AND GAS · TX

Provenance

Return type
form_990
Tax year
2023
Filed
3 April 2024
IRS schema version
2023v5.0
Source object
202411279349303016

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