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Original filing (PDF)20251015074738NAL0002077827003
CHEVRON PHILLIPS CHEMICAL COMPANY LP
Form 5500
FILING_RECEIVED
CHEVRON PHILLIPS CHEMICAL COMPANY LP HEALTH AND WELFARE PLAN
Health & welfare plan
Signals · 4
56% in single holding~2212 bps in Sched C feesNo recordkeeper disclosed14 service providers
Active participants
4,939
Accounts w/ balance
—
Plan assets (EOY)
$30.4M
Net assets (EOY)
$22.9M
How this plan invests
This plan
3 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
- Top holding "Index Fund – Institutional Vanguard Vanguard Total Stock Market" is 56% of plan.
- 2212 bps in Schedule C fees — 7526% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
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
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
4E · Vision
Audit & trust (Schedule H)
Auditor
WEAVER & TIDWELL, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
14 rowsOther
14| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE CROSS AND BLUE SHIELD OF TEXAS | 36-1236610 | — | NONE | $3.5M | — |
| ALIGHT HOLDING COMPANY LLC | 82-1061233 | — | NONE | $633K | — |
| CVS PHARMACY, INC. | 05-0340626 | — | NONE | $505K | — |
| AETNA LIFE INSURANCE COMPANY | 06-6033492 | — | NONE | $499K | — |
| MERCER HR SERVICES, LLC | 20-1932099 | — | NONE | $411K | — |
| HEALTH ADVOCATE SOLUTIONS, INC. | 23-3080019 | — | NONE | $298K | — |
| ACTIVE HEALTH MANAGEMENT | 52-2182411 | — | NONE | $199K | — |
| PRUDENT RX LLC | 84-4560702 | — | NONE | $177K | — |
| RXSS SAVING SOLUTIONS | 26-3642434 | — | NONE | $131K | — |
| BNF US TAX OPS | 74-2986045 | — | NONE | $106K | — |
| INSPIRA FINANCIAL HEALTH, INC. | 91-1774434 | — | NONE | $101K | — |
| BNY MELLON TRUST COMPANY | 95-3571558 | — | NONE | $50K | — |
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | NONE | $46K | — |
| WEAVER & TIDWELL, LLP | 75-0786316 | — | NONE | $46K | — |
Investments
3 direct securities· $22.8M(75% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Index Fund – Institutional Vanguard Total Stock Market | — | — | $3.1M | $12.7M | 41.6% | |
| PR Money Fund Vanguard Total Bond Market | — | — | $8.5M | $7.8M | 25.5% | |
| The Dreyfus Corporation Dreyfus Institutional Reserves | — | — | $2.4M | $2.4M | 7.8% |