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Original filing (PDF)20251010110439NAL0008002193001
PHILLIPS 66 COMPANY
Form 5500
FILING_RECEIVED
PHILLIPS 66 MEDICAL AND DENTAL ASSISTANCE PLAN
Health & welfare plan
Signals · 2
No auditor on fileNo recordkeeper disclosed
Active participants
11,541
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
75
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PHILLIPS 66 COMPANY.
Plan sponsor
Name
PHILLIPS 66 COMPANY
EIN
37-1652702
Address
P.O. BOX 421959 · HOUSTON, TX · 772421959
Phone
(832) 765-1877
Industry
Manufacturingsee all
Plan administrator
Name
MATTHEW A. EPPERSON
EIN
46-2921497
City
HOUSTON, TX
Phone
(832) 765-1877
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
4E · Vision
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsTPA / Administrator
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD | 36-1236610 | — | CONTRACT ADMINISTRATOR | $7.8M | — |
| CVS PHARMACY | 05-0340626 | — | CONTRACT ADMINISTRATOR | $1.9M | — |
| AETNA | 06-6033492 | — | CONTRACT ADMINISTRATOR | $1.9M | — |
| METROPOLITAN LIFE INSURANCE COMPANY | 13-5581829 | — | CONTRACT ADMINISTRATOR | $823K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.