2023 Form 5500 filing — Phillips 66 Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241009133948NAL0018454897001) for Phillips 66 Savings Plan, reported by Phillips 66 Company under EIN 37-1652702 and plan number 002. It reports 15,858 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009133948NAL0018454897001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Phillips 66 Company
- EIN
- 37-1652702
- Plan number
- 002
- Location
- Houston, TX
- Participants
- 15,858
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,590,283,897
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,590,283,897
- Employer contributions
- $199,244,157
- Participant contributions
- $225,036,105
- Total income / additions
- $1,670,765,413
- Benefits paid
- $830,833,000
- Administrative expenses
- $3,424,305
- Total expenses
- $839,935,313
- Net increase / (decrease)
- $830,830,100
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Vanguard Advisers, Inc. | NONE | $2,385,034 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | NONE | $1,147,616 | $0 |
| Jackson Square Partners LLC | NONE | $413,918 | $0 |
| Invesco Capital Management | NONE | $408,979 | $0 |
| Northern Trust Company | DIRECTED TRUSTEE | $95,085 | not reported in the loaded dataset |