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  2. PHILLIPS 66 COMPANY
Sponsor portfolioTH

PHILLIPS 66 COMPANY

EIN 37-1652702-oil & energy-Latest filing 2024
Plans
9
Retirement
3
$9.89B assets
Welfare
6
$37.7M premiums
Participants
92,253
TOTAL REWARDS DEPARTMENT, P.O. BOX 421959 - HOUSTON, TX 772421959832-765-1877phillips66.comLinkedIn10001+ employeesoil & energy
Plans on this EIN
9 filings
#002ESOP-$7.67B - 17,993 part#001CashBalance-$2.21B - 15,952 part#003401k-$4.6M - 14 part#501Fully Insured-$17.1M - 12,418 lives#502Fully Insured-$12.3M - 12,065 lives#503Mixed-$8.3M - 8,311 lives#506Fully Insured-$25K - 1,193 lives#504Self Funded-0 lives#507Self Funded-0 lives

Retirement portfolio analytics

3 plans aggregated / $9.89B assets / 33,959 participants

Assets by plan

Share of aggregate retirement assets

78%top
  • PHILLIPS 66 Savings (#002)78%
  • 66 RETIREMENT PLAN (#001)22%
  • PROFIT SHARING PLAN (#003)0%
Total $9.89BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
78%top
  • THE VANGUARD GROUP, INC.78%
  • (Not disclosed)22%
Total $9.89BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PHILLIPS 66 Savings (#002)17,993
  • 66 RETIREMENT PLAN (#001)15,952
  • PROFIT SHARING PLAN (#003)14
Total 33,959Click row to drill in

Benefits portfolio analytics

6 plans / $37.7M premiums / 33,987 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$12.9M
  • Life$12.3M
  • Long-term disability$8.3M
  • Vision$2.9M
  • Health$651K
  • Dental$651K
  • +1 more
Total $37.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
38%top
  • KAISER FOUNDATION HEALTH PLAN INC38%
  • AFLAC33%
  • HARTFORD LIFE AND ACCIDENT22%
  • VISION SERVICE PLAN6%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY2%
  • +2 more
Total $37.7M7 slices

Broker market share

Schedule A broker compensation

Split broker
84%top
  • WILLIS TOWERS WATSON US LLC84%
  • SPRING INSURANCE GROUP LLC16%
Total $141K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

PHILLIPS 66 SAVINGS PLAN

ESOP

Assets$7.67B
Participants17,993
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

PHILLIPS 66 RETIREMENT PLAN

CashBalance

Assets$2.21B
Participants15,952
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

MARYSVILLE HYDROCARBONS, INC. UNION 401(K) AND PROFIT SHARING PLAN

401k

Assets$4.6M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PHILLIPS 66 MEDICAL AND DENTAL ASSISTANCE PLAN

Fully Insured - KAISER PERMANENTE

Premiums$17.1M
Covered lives12,418
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

PHILLIPS 66 GROUP LIFE INSURANCE PLAN

Fully Insured - CONTINENTAL AMERICAN INSURANCE COMPANY

Premiums$12.3M
Covered lives12,065
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

PHILLIPS 66 DISABILITY PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$8.3M
Covered lives8,311
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

PHILLIPS 66 EMPLOYEE ASSISTANCE PLAN

Fully Insured - HEALTH AND HUMAN RESOURCE CENTER, INC

Premiums$25K
Covered lives1,193
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

PHILLIPS 66 FLEXIBLE SPENDING PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

PHILLIPS 66 SEVERANCE PAY PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002PHILLIPS 66 SAVINGS PLANESOP$7.67B17,9932024
001PHILLIPS 66 RETIREMENT PLANCashBalance$2.21B15,9522024
003MARYSVILLE HYDROCARBONS, INC. UNION 401(K) AND PROFIT SHARING PLAN401k$4.6M142024

Welfare plans6

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PHILLIPS 66 MEDICAL AND DENTAL ASSISTANCE PLANFully InsuredKAISER PERMANENTE$17.1M12,4182024
502PHILLIPS 66 GROUP LIFE INSURANCE PLANFully InsuredCONTINENTAL AMERICAN INSURANCE COMPANY$12.3M12,0652024
503PHILLIPS 66 DISABILITY PLANMixedHARTFORD LIFE AND ACCIDENT$8.3M8,3112024
506PHILLIPS 66 EMPLOYEE ASSISTANCE PLANFully InsuredHEALTH AND HUMAN RESOURCE CENTER, INC$25K1,1932024
504PHILLIPS 66 FLEXIBLE SPENDING PLANSelf Funded-$002024
507PHILLIPS 66 SEVERANCE PAY PLANSelf Funded-$002024
Retirement plans
Welfare plans
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