Phillips 66 Savings Plan — Form 5500 plan (Phillips 66 Company)
Plain-English plan 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 Savings Plan is a benefit plan reported by Phillips 66 Company under EIN 37-1652702 and plan number 002. The latest loaded filing year is 2023. The filing reports 15,858 participants and $7,590,283,897 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Phillips 66 Company
- EIN
- 37-1652702
- Plan number
- 002
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 15,858
- End-of-year plan assets
- $7,590,283,897
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 15,858 | H, C | 20241009133948NAL0018454897001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,590,283,897
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,590,283,897
- Net assets (BOY)
- $6,062,874,753
Income & contributions
- Employer contributions
- $199,244,157
- Participant contributions
- $225,036,105
- Total contributions
- $479,503,692
- Total income / additions
- $1,670,765,413
Expenses & distributions
- Benefits paid
- $830,833,000
- Administrative expenses
- $3,424,305
- Total expenses
- $839,935,313
- Net increase / (decrease)
- $830,830,100
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Vanguard Advisers, Inc. | NONE | $2,385,034 | not reported in the loaded dataset | 2023 |
| The Vanguard Group, Inc. | NONE | $1,147,616 | $0 | 2023 |
| Jackson Square Partners LLC | NONE | $413,918 | $0 | 2023 |
| Invesco Capital Management | NONE | $408,979 | $0 | 2023 |
| Northern Trust Company | DIRECTED TRUSTEE | $95,085 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Phillips 66 Company
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Vanguard Advisers, Inc. — Schedule C compensation
- The Vanguard Group, Inc. — Schedule C compensation
- Jackson Square Partners LLC — Schedule C compensation
- Invesco Capital Management — Schedule C compensation
- Northern Trust Company — Schedule C compensation