Chevron Phillips Chemical Company Lp 401(K) Savings And Profit Sharing Plan — Form 5500 plan (Chevron Phillips Chemical Company Lp)
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, Chevron Phillips Chemical Company Lp 401(K) Savings And Profit Sharing Plan is a benefit plan reported by Chevron Phillips Chemical Company Lp under EIN 73-1587712 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,660 participants and $1,740,172,175 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Chevron Phillips Chemical Company Lp
- EIN
- 73-1587712
- Plan number
- 001
- Plan type
- 2
- Location
- The Woodlands, TX
- Latest filing year
- 2023
- Participants
- 5,660
- End-of-year plan assets
- $1,740,172,175
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,660 | H, C | 20241014192136NAL0015461891004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,740,172,175
- Net assets (EOY)
- $1,740,172,175
- Net assets (BOY)
- $1,476,109,097
Income & contributions
- Employer contributions
- $44,396,168
- Participant contributions
- $73,286,635
- Total contributions
- $132,539,946
- Total income / additions
- $397,544,471
Expenses & distributions
- Benefits paid
- $132,005,461
- Administrative expenses
- $1,251,734
- Total expenses
- $133,481,393
- Net increase / (decrease)
- $264,063,078
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Financial Engines | ADVISOR | $971,969 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $235,002 | $0 | 2023 |
| Edelman Financial Engines, LLC | INVESTMENT ADVISORY | $29,210 | not reported in the loaded dataset | 2023 |
| Weaver And Tidwell, Llp | ACCOUNTANT/AUDITOR | $24,669 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Chevron Phillips Chemical Company Lp
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in The Woodlands, TX
- Financial Engines — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Edelman Financial Engines, LLC — Schedule C compensation
- Weaver And Tidwell, Llp — Schedule C compensation