Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
CONOCOPHILLIPS COMPANY
EIN 73-0400345oil & energyLatest filing 2024
Plans
4
Retirement
2
$8.13B assets
Welfare
2
$20.2M premiums
Participants
35,805
935 NORTH ELDRIDGE PARKWAY - HOUSTON, TX 77079918-661-6199conocophillips.comLinkedIn10001+ employeesoil & energy
Retirement portfolio analytics
2 plans aggregated / $8.13B assets / 23,230 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $20.2M premiums / 11,881 covered livesCoverage 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
Carrier market share
Premium dollars by Schedule A carrier
71%top
- HARTFORD LIFE AND ACCIDENT71%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY16%
- VISION SERVICE PLAN8%
- METROPOLITAN LIFE INSURANCE COMPANY3%
- BLUE CROSS OF CALIFORNIA3%
Broker market share
Schedule A broker compensation
71%top
- MARSH & MCLENNAN AGENCY LLC71%
- PACIFIC RESOURCE BENEFITS20%
- STRATEGIC EMPLOYEE BENEFIT SERVICES9%
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$6.71B
Participants13,175
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 # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 022 | CONOCOPHILLIPS SAVINGS PLAN | ESOP | $6.71B | 13,175 | 2024 | |
| 021 | CONOCOPHILLIPS RETIREMENT PLAN | CashBalance | $1.42B | 10,055 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | CONOCOPHILLIPS EMPLOYEE WELFARE BENEFIT PLAN | Mixed | HARTFORD LIFE AND ACCIDENT | $15.5M | 6,856 | 2024 | |
| 552 | CONOCOPHILLIPS RETIREE WELFARE BENEFIT PLAN | Mixed | HARTFORD LIFE AND ACCIDENT | $4.7M | 5,025 | 2024 |
Retirement plans
Welfare plans