Phillips 66 Company — Form 5500 filings & benefit plans
Form 5500 plan sponsor summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Phillips 66 Company (EIN 37-1652702) is a plan sponsor located in Houston, TX with 8 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 37-1652702
- Location
- Houston, TX
- Loaded plans
- 8
- Total reported participants
- 83,322
- Total reported plan assets (EOY)
- $9,748,307,084
- Plans with financial data
- 2
- Plans with provider compensation
- 4
- Latest filing year
- 2023
Totals aggregate this sponsor's loaded Form 5500 filings only and reflect figures as reported; they are not an audited company total.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Phillips 66 Savings Plan | 002 | 15,858 | $7,590,283,897 | 2023 |
| Phillips 66 Retirement Plan | 001 | 14,307 | $2,158,023,187 | 2023 |
| Phillips 66 Medical And Dental Assistance Plan | 501 | 11,970 | not reported in the loaded dataset | 2023 |
| Phillips 66 Employee Assistance Plan | 506 | 11,084 | not reported in the loaded dataset | 2023 |
| Phillips 66 Group Life Insurance Plan | 502 | 10,950 | not reported in the loaded dataset | 2023 |
| Phillips 66 Disability Plan | 503 | 10,931 | not reported in the loaded dataset | 2023 |
| Phillips 66 Severance Pay Plan | 507 | 7,531 | not reported in the loaded dataset | 2023 |
| Phillips 66 Flexible Spending Plan | 504 | 691 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Phillips 66 Employee Assistance Plan | 11,084 | C | 20241007135809NAL0027629744001 |
| 2023 | Phillips 66 Flexible Spending Plan | 691 | — | 20241007135844NAL0016194721001 |
| 2023 | Phillips 66 Disability Plan | 10,931 | — | 20241007135905NAL0031975746001 |
| 2023 | Phillips 66 Group Life Insurance Plan | 10,950 | — | 20241007135922NAL0026348272001 |
| 2023 | Phillips 66 Medical And Dental Assistance Plan | 11,970 | C | 20241007135941NAL0031976738001 |
| 2023 | Phillips 66 Savings Plan | 15,858 | H, C | 20241009133948NAL0018454897001 |
| 2023 | Phillips 66 Retirement Plan | 14,307 | H, C | 20241009145446NAL0009325379001 |
| 2023 | Phillips 66 Severance Pay Plan | 7,531 | — | 20241009145600NAL0010747843001 |