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Original filing (PDF)20251015075243NAL0008575634005
CHEVRON PHILLIPS CHEMICAL COMPANY LP
Form 5500
FILING_RECEIVED
CHEVRON PHILLIPS CHEMICAL COMPANY LP RETIREMENT PLAN
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
4,657
Accounts w/ balance
—
Plan assets (EOY)
$1.0B
Net assets (EOY)
$1.0B
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
84
/ 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
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 10 bps in Schedule C fees — 98% above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHEVRON PHILLIPS CHEMICAL COMPANY LP.
Plan sponsor
Name
CHEVRON PHILLIPS CHEMICAL COMPANY LP
EIN
73-1587712
Address
9500 LAKESIDE BLVD. · THE WOODLANDS, TX · 773810000
Phone
(832) 813-4100
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
1E · Section 401(h) arrangement
Audit & trust (Schedule H)
Auditor
WEAVER & TIDWELL LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVSTMNT INSTITUTIONAL OP | 04-2647786 | — | NONE | $620K | — |
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $184K | — |
| INSPIRA FINANCIAL HEALTH, INC. | 91-1774434 | — | NONE | $135K | — |
| VISION SERVICE PLAN INSURANCE CO | 06-1227840 | — | NONE | $68K | — |
| WEAVER & TIDWELL, LLP | 75-0786316 | — | NONE | $26K | — |
Investments
1 pooled fund· $1.0B(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| CPCHEM CO LP PENSION PLN MASTER TR CHEVRON PHILLIPS CHEMICAL COMPANY LP · EIN 04-6934777 / PN 007 | Master Trust | $1.0B | 98.9% |