2023 Form 5500 filing — Phillips 66 Retirement 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 20241009145446NAL0009325379001) for Phillips 66 Retirement Plan, reported by Phillips 66 Company under EIN 37-1652702 and plan number 001. It reports 14,307 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009145446NAL0009325379001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Phillips 66 Company
- EIN
- 37-1652702
- Plan number
- 001
- Location
- Houston, TX
- Participants
- 14,307
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,158,023,187
- Total liabilities (EOY)
- $11,457,020
- Net assets (EOY)
- $2,146,566,167
- Total income / additions
- $226,391,404
- Benefits paid
- $192,633,862
- Administrative expenses
- $5,797,325
- Total expenses
- $198,431,187
- Net increase / (decrease)
- $27,960,217
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jpmorgan Chase Bank, National Assoc | INVESTMENT MANAGER | $1,673,670 | $0 |
| Northern Trust Company | TRUSTEE | $719,408 | $0 |
| Lazard Asset Management LLC | INVESTMENT MANAGER | $653,180 | $0 |
| Barrow, Hanley, Mewhinney & Strauss | INVESTMENT MANAGER | $499,006 | $0 |
| Blackrock Institutional Trust Compa | INVESTMENT MANAGER | $485,815 | $0 |
| Prudential Trust Co. | INVESTMENT MANAGER | $435,060 | $0 |
| Hsre Core Property Fund Gp LLC | INVESTMENT MANAGER | $411,722 | $0 |
| Credit Suisse | INVESTMENT MANAGER | $303,591 | not reported in the loaded dataset |
| Mfs Heritage Trust Company | INVESTMENT MANAGER | $208,399 | $0 |
| Goldman Sachs Asset Management, Lp | INVESTMENT MANAGER | $78,935 | $0 |
| Legal & General Investment Mngmt | INVESTMENT MANAGER | $55,185 | not reported in the loaded dataset |
| Principal Global Investors | INVESTMENT MANAGER | $26,609 | $0 |
| Mellon Capital Management | INVESTMENT MANAGER | $20,151 | not reported in the loaded dataset |
| Wells Capital Management | INVESTMENT MANAGER | $15,443 | not reported in the loaded dataset |