2023 Form 5500 filing — Chevron Phillips Chemical Company Lp 401(K) Savings And Profit Sharing 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 20241014192136NAL0015461891004) for Chevron Phillips Chemical Company Lp 401(K) Savings And Profit Sharing Plan, reported by Chevron Phillips Chemical Company Lp under EIN 73-1587712 and plan number 001. It reports 5,660 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014192136NAL0015461891004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Chevron Phillips Chemical Company Lp
- EIN
- 73-1587712
- Plan number
- 001
- Location
- The Woodlands, TX
- Participants
- 5,660
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,740,172,175
- Net assets (EOY)
- $1,740,172,175
- Employer contributions
- $44,396,168
- Participant contributions
- $73,286,635
- Total income / additions
- $397,544,471
- Benefits paid
- $132,005,461
- Administrative expenses
- $1,251,734
- Total expenses
- $133,481,393
- Net increase / (decrease)
- $264,063,078
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Financial Engines | ADVISOR | $971,969 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $235,002 | $0 |
| Edelman Financial Engines, LLC | INVESTMENT ADVISORY | $29,210 | not reported in the loaded dataset |
| Weaver And Tidwell, Llp | ACCOUNTANT/AUDITOR | $24,669 | not reported in the loaded dataset |