Conocophillips Retirement Plan — Form 5500 plan (Conocophillips 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, Conocophillips Retirement Plan is a benefit plan reported by Conocophillips Company under EIN 73-0400345 and plan number 021. The latest loaded filing year is 2023. The filing reports 11,219 participants and $1,382,886,242 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Conocophillips Company
- EIN
- 73-0400345
- Plan number
- 021
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 11,219
- End-of-year plan assets
- $1,382,886,242
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 11,219 | H, C | 20241010091656NAL0009844995001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,382,886,242
- Total liabilities (EOY)
- $28,868
- Net assets (EOY)
- $1,382,857,374
- Net assets (BOY)
- $1,265,069,516
Income & contributions
- Employer contributions
- $70,000,000
- Total contributions
- $70,000,000
- Total income / additions
- $217,519,469
Expenses & distributions
- Benefits paid
- $96,562,165
- Administrative expenses
- $3,169,446
- Total expenses
- $99,731,611
- Net increase / (decrease)
- $117,787,858
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Inv. Inst. Ops. Co. | RECORDKEEPER | $918,232 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional Trust Co Na | INVESTMENT MANAGER | $836,105 | $0 | 2023 |
| Prudential Asset Management | INVESTMENT MANAGER | $509,241 | $0 | 2023 |
| Lazard Asset Management | INVESTMENT MANAGER | $260,379 | $0 | 2023 |
| Bank Of New York Mellon | BUNDLED SERVICE PROVIDER | $92,207 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Conocophillips Company
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Fidelity Inv. Inst. Ops. Co. — Schedule C compensation
- Blackrock Institutional Trust Co Na — Schedule C compensation
- Prudential Asset Management — Schedule C compensation
- Lazard Asset Management — Schedule C compensation
- Bank Of New York Mellon — Schedule C compensation