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Sponsor portfolioTH

CONOCOPHILLIPS COMPANY

EIN 73-0400345-oil & energy-Latest filing 2025
Plans
4
Retirement
2
$9.26B assets
Welfare
2
$20.2M premiums
Participants
36,934
935 NORTH ELDRIDGE PARKWAY - HOUSTON, TX 77079281-293-1000conocophillips.comLinkedIn10001+ employeesoil & energy
Plans on this EIN
4 filings
#022ESOP-$7.84B - 14,304 part#021CashBalance-$1.42B - 10,055 part#502Mixed-$15.5M - 6,856 lives#552Mixed-$4.7M - 5,025 lives

Retirement portfolio analytics

2 plans aggregated / $9.26B assets / 24,359 participants

Assets by plan

Share of aggregate retirement assets

85%top
  • CONOCOPHILLIPS Savings (#022)85%
  • CONOCOPHILLIPS RETIREMENT PLAN (#021)15%
Total $9.26BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CONOCOPHILLIPS Savings (#022)14,304
  • CONOCOPHILLIPS RETIREMENT PLAN (#021)10,055
Total 24,359Click row to drill in

Benefits portfolio analytics

2 plans / $20.2M premiums / 11,881 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$14.1M
  • Long-term disability$9.4M
  • Health$3.7M
  • Dental$3.2M
  • Vision$1.7M
  • Other$709K
Total $20.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
71%top
  • HARTFORD LIFE AND ACCIDENT71%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY16%
  • VISION SERVICE PLAN8%
  • METROPOLITAN LIFE INSURANCE COMPANY3%
  • BLUE CROSS OF CALIFORNIA3%
Total $20.2M5 slices

Broker market share

Schedule A broker compensation

Split broker
71%top
  • MARSH & MCLENNAN AGENCY LLC71%
  • PACIFIC RESOURCE BENEFITS20%
  • STRATEGIC NON-MEDICAL SOLUTIONS LLC9%
Total $354K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#022

CONOCOPHILLIPS SAVINGS PLAN

ESOP

Assets$7.84B
Participants14,304
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#021

CONOCOPHILLIPS RETIREMENT PLAN

CashBalance

Assets$1.42B
Participants10,055
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

CONOCOPHILLIPS EMPLOYEE WELFARE BENEFIT PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$15.5M
Covered lives6,856
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#552

CONOCOPHILLIPS RETIREE WELFARE BENEFIT PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$4.7M
Covered lives5,025
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
022CONOCOPHILLIPS SAVINGS PLANESOP$7.84B14,3042025
021CONOCOPHILLIPS RETIREMENT PLANCashBalance$1.42B10,0552024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502CONOCOPHILLIPS EMPLOYEE WELFARE BENEFIT PLANMixedHARTFORD LIFE AND ACCIDENT$15.5M6,8562024
552CONOCOPHILLIPS RETIREE WELFARE BENEFIT PLANMixedHARTFORD LIFE AND ACCIDENT$4.7M5,0252024
Retirement plans
Welfare plans
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