BP Corporation North America Inc. Summary Annual Report for Plan Year 2012
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1 BP Corporation North America Inc. Summary Annual Report for Plan Year 2012 Introduction This report contains summaries of the 2012 annual reports for the BP Corporation North America Inc. and BP Solar International Inc. benefit plans in which employees may have participated in The full annual reports have been filed with the Employee Labor as required under the Employee Retirement Income Security Act of 1974 (ERISA). Each Summary Annual Report is labeled with the plan s formal name. The Employer Identification Number (EIN) and Plan Number (PN) are the identifying numbers used for the plan when filing annual reports with the Employee Labor. These summaries do not include information about your eligibility to participate in these plans or the specific benefits available to you. Please contact the BP Benefits Center for this information. You were not necessarily a participant in every plan mentioned in this report. These Summary Annual Reports are provided to help you understand the plans financial activity and do not require any action on your part. Your Rights to Additional Information You have the right to receive a copy of the full annual report, or any part thereof, on request. The items listed below may be included in that report: 1. an accountant s report; 2. financial information and information on payments to service providers; 3. assets held for investment; 4. transactions in excess of 5% of the plan assets; 5. insurance information, including sales commissions paid by insurance carriers; 6. information regarding any common or collective trusts, pooled separate accounts, master trusts or investment entities in which the plan participates; and 7. actuarial information regarding the funding of the plan. To obtain a copy of the full annual report, or any part thereof, write BP Corporation North America Inc., P.O. Box , Houston, TX , or call , or BPBenefitsHandbook@bp.com. You also have the right to receive from the plan administrator, on request and at no charge, a statement of the assets and liabilities of the plan and accompanying notes, or a statement of income and expenses of the plan and accompanying notes, or both. If you request a copy of the full annual report from the plan administrator, these two statements and accompanying notes will be included as part of that report. You also have the legally protected right to examine the annual report at the main office of the plan (BP Corporation North America Inc., 501 Westlake Park Blvd., Room , Houston, TX 77079) and at the U.S. Department of Labor in Washington, D.C., or to obtain a copy from the U.S. Department of Labor upon payment of copying costs. Requests to the Department should be addressed to: Public Disclosure Room, Room N1513, Employee Benefits Security Administration, U.S. Department of Labor, 200 Constitution Avenue, N.W., Washington, D.C BP Employee Savings Plan EIN/PN: /001 Plan expenses were $670,420,103. These expenses included $217,760 in administrative expenses, $669,867,494 in benefits paid to participants and beneficiaries and $334,849 in other expenses. A total of 36,475 persons were participants in or beneficiaries of the plan at December 31, 2012, although not all of these persons had yet earned the right to receive fully vested benefits. the plan, was $7,439,739,074 as of December 31, 2012,compared to $6,977,276,022 as of January 1, 2012.
2 During the plan year the plan experienced an increase in its net assets of $462,463,052. This increase includes unrealized appreciation and depreciation in the value of plan assets; that is, the difference between the value of the plan s assets at the end of the year and the value of the assets at the beginning of the year or the cost of assets acquired during the year. The plan had total income of $1,123,341,153, including employer contributions of $201,004,511, employee contributions of $316,747,809, earnings from investments of $556,232,666 and other income of $49,356,167. BP Direct Save Plan EIN/PN: /052 Plan expenses were $208,811. These expenses included $7,368 in administrative expenses and $201,443 in benefits paid to participants and beneficiaries. A total of 277 persons were participants in or beneficiaries of the plan at December 31, the plan, was $1,490,211 as of December 31, 2012, compared to $1,599,176 as of January 1, During the plan year, the plan experienced a decrease in its net assets of ($108,965). This decrease includes total income of $99,846, including earnings from investments of $81,439 and other income of $18,407. BP Partnership Savings Plan EIN/PN: /051 Plan expenses were $1,437,812. These expenses included $2,890 in administrative expenses and $1,434,922 in benefits paid to participants and beneficiaries. A total of 767 persons were participants in or beneficiaries of the plan at December 31, 2012, although not all of these persons had yet earned the right to receive fully vested benefits. the plan, was $15,624,877 as of December 31, 2012, compared to $13,162,713 as of January 1, During the plan year, the plan experienced an increase in its net assets of $2,462,164. This increase includes total income of $3,899,976, including employer contributions of $624,663, employee contributions of $1,849,018, earnings from investments of $1,187,697 and other income of $238,598.
3 BP Capital Accumulation Plan EIN/PN: /059 Plan expenses were $12,465,493. These expenses included $7,930 in administrative expenses, $12,451,489 in benefits paid to participants and beneficiaries and $6,074 in other expenses. A total of 682 persons were participants in or beneficiaries of the plan at December 31, the plan, was $117,360,961 as of December 31, 2012, compared to $116,594,092 as of January 1, During the plan year the plan experienced an increase in its net assets of $766,869. This increase includes total income of $13,232,362, including employer contributions of $1,924,158, employee contributions of $3,182,614, earnings from investments of $8,020,709 and other income of $104,881. BP Solar and Wind Employee Savings Plan EIN/PN: /003 Plan expenses were $3,645,675. These expenses included $26,181 in administrative expenses and $3,619,494 in benefits paid to participants and beneficiaries. A total of 274 persons were participants in or beneficiaries of the plan at December 31, 2012, although not all of these persons had yet earned the right to receive fully vested benefits. the plan, was $19,283,160 as of December 31, 2012, compared to $26,081,326 as of January 1, During the plan year the plan experienced a decrease in its net assets of ($6,798,166). This decrease includes unrealized appreciation and depreciation in the value of plan assets; that is, the difference between the value of the plan's assets at the end of the year and the value of the assets at the beginning of the year or the cost of assets acquired during the year. The plan had total income of $6,389,511, including employer contributions of $1,404,616, employee contributions of $1,945,406, earnings from investments of $2,903,647 and other income of $135,842. BP Consolidated Welfare Benefit Plan EIN/PN: /504 The plan has insurance contracts with Presbyterian Health Plan Inc., Humana Health Plans of Puerto Rico, Metropolitan Life Insurance Company, Life Insurance Company of North America, Connecticut General Life Insurance Company, John Hancock Life Insurance Company, UnitedHealthcare of California, Kaiser Foundation Health Plan Inc., UnitedHealthcare Insurance Company, Kaiser Foundation Health Plan of Georgia, Inc., Kaiser Foundation Health Plan of the Northwest, Kaiser Foundation Health Plan of Hawaii, HealthCare Service Corporation, SHA LLC, Blue Cross and Blue Shield of Alabama, Blue Care Network of Michigan, Aetna Health, Inc. and Vision Service Plan to pay certain HMO, life insurance, long-term disability, occupational accidental death, dental, long term care, accidental death & dismemberment and vision claims incurred under the terms of the plan. The total 2013 were $66,712,380. total insurance premiums paid for the plan year ending March 31, 2013, the premiums paid under such "experience-rated" contracts were $9,368,002 and the total of all benefit claims paid under these contracts during the plan year was $4,783,205. the plan, was ($19,553,114) as of March 31, 2013, compared to ($19,369,851) as of April 1, 2012.
4 During the plan year, the plan experienced a decrease in its net assets of ($183,263). This decrease includes cost of assets acquired during the year. During the plan year, the plan had total income of $396,449,442, including employer contributions of $309,005,932, employee contributions of $87,417,211 and earnings from investments of $26,299. Plan expenses were $396,632,705. These expenses included $18,335,543 in administrative expenses and $378,297,162 in benefits paid to participants and beneficiaries. BP Retiree Welfare Benefits Plan EIN/PN: /507 Plan Year: April 1, 2012 December 31, 2012 The plan has insurance contracts with Aetna Health Inc., Kaiser Foundation Health Plan of Georgia, Inc., UnitedHealthcare Benefits of Texas, Inc., Presbyterian Health Plan Inc., UnitedHealthcare of California, UnitedHealthcare of Arizona, United Healthcare of Colorado, Healthcare Service Corporation, Kaiser Foundation Health Plan of the Northwest, Group Health Cooperative, SHA LLC, Metropolitan Life Insurance Company, Kaiser Foundation Health Plan Inc., UnitedHealthcare Insurance Company, Community Insurance Company and Independence Blue Cross to pay certain HMO, health, prescription drug and life insurance claims incurred under the terms of the plan. The total premiums paid for the plan year ending December 31, 2012 were $37,833,899. total insurance premiums paid for the plan year ending December 31, 2012, the premiums paid under such "experience-rated" contracts were $951,049 and the total of all benefit claims paid under these contracts during the plan year was $894,016. the plan, was $0 as of December 31, 2012, compared to $21,332,694 as of April 1, The plan merged into BP Corporation North America Inc. Retiree Welfare Benefits Plan II (EIN/PN: /851) on December 31, During the plan year, the plan experienced a decrease in its net assets of ($21,332,694). This decrease includes unrealized appreciation and depreciation in the value of plan assets; that is, the difference between the value of the plan's assets at the end of the year and the value of the assets at the beginning of the year or the cost of assets acquired during the year. During the plan year, the plan had total income of $189,238,071, including employer contributions of $135,963,744, employee contributions of $53,254,202 and earnings from investments of $20,125. Plan expenses were $201,519,966. These expenses included $6,126,264 in administrative expenses and $195,393,702 in benefits paid to participants and beneficiaries. BP Executive Medical Plan EIN/PN: /852 The plan has insurance contracts with Aetna Life Insurance Company to pay certain health and dental claims incurred under the terms of the plan. The total 2013 were $5,983,342. total insurance premiums paid for the plan year ending March 31, 2013, the premiums paid under such "experience-rated" contracts were $2,142,457 and the total of all benefit claims paid under the contracts during the plan year was $1,576,110. BP Corporation North America Inc. Retiree Welfare Benefits Plan II (formerly BP America Health Benefits Plan for Kennecott Hourly Retirees) EIN/PN: /851 the plan, was $7,741,472 as of December 31, 2012, compared to $6,145,797 as of January 1, During the plan year, the plan experienced an increase in its net assets of $1,595,675. This change includes cost of assets acquired during the year. During the plan year, the plan had total income of $10,796,667 including employer contributions of $9,500,000,
5 employee contributions of $1,288,375 and earnings from investments of $8,292. Plan expenses were $18,251,791. These expenses included $1,208,810 in administrative expenses and $17,042,981 in benefits paid to participants and beneficiaries. BP Group Universal Life Plan EIN/PN: /734 The plan has a contract with Metropolitan Life Insurance Company to pay life insurance claims incurred under the terms of the plan. The total 2013 were $23,399,701. Have questions or need help with your BP benefits? Call the BP Benefits Center at or visit the web site at
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