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CHEVRON PHILLIPS CHEMICAL COMPANY LP 401(K) SAVINGS AND PROFIT SHARING PLAN 401k Plan overview

Plan NameCHEVRON PHILLIPS CHEMICAL COMPANY LP 401(K) SAVINGS AND PROFIT SHARING PLAN
Plan identification number 001

CHEVRON PHILLIPS CHEMICAL COMPANY LP 401(K) SAVINGS AND PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

CHEVRON PHILLIPS CHEMICAL COMPANY LP has sponsored the creation of one or more 401k plans.

Company Name:CHEVRON PHILLIPS CHEMICAL COMPANY LP
Employer identification number (EIN):731587712
NAIC Classification:325100

Additional information about CHEVRON PHILLIPS CHEMICAL COMPANY LP

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 3218303

More information about CHEVRON PHILLIPS CHEMICAL COMPANY LP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHEVRON PHILLIPS CHEMICAL COMPANY LP 401(K) SAVINGS AND PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01DAVID HEINSOHN2023-10-13 JANA KOPECKY2023-10-13
0012021-01-01DAVID HEINSOHN2022-10-13
0012020-01-01DAVID HEINSOHN2021-10-13
0012019-01-01DAVID HEINSOHN2020-09-30
0012018-01-01
0012017-01-01DAVID HEINSOHN
0012016-01-01DAVID HEINSOHN
0012015-01-01DAVID HEINSOHN
0012014-01-01BILL STANLEY
0012014-01-01DAVID HEINSOHN WILLIAM D. STANLEY2015-10-13
0012013-01-01DAVID HEINSOHN BILL STANLEY2014-10-09
0012012-01-01DAVID HEINSOHN WILLIAM STANLEY2013-11-19
0012011-01-01DAVID HEINSOHN WILLIAM D STANLEY2013-06-13
0012010-01-01DAVID HEINSOHN WILLIAM D STANLEY2011-10-11
0012009-01-01DAVID HEINSOHN WILLIAM D STANLEY2010-10-05

Plan Statistics for CHEVRON PHILLIPS CHEMICAL COMPANY LP 401(K) SAVINGS AND PROFIT SHARING PLAN

401k plan membership statisitcs for CHEVRON PHILLIPS CHEMICAL COMPANY LP 401(K) SAVINGS AND PROFIT SHARING PLAN

Measure Date Value
2022: CHEVRON PHILLIPS CHEMICAL COMPANY LP 401(K) SAVINGS AND PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-015,433
Total number of active participants reported on line 7a of the Form 55002022-01-014,486
Number of retired or separated participants receiving benefits2022-01-0161
Number of other retired or separated participants entitled to future benefits2022-01-011,093
Total of all active and inactive participants2022-01-015,640
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0120
Total participants2022-01-015,660
Number of participants with account balances2022-01-015,601
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0197
2021: CHEVRON PHILLIPS CHEMICAL COMPANY LP 401(K) SAVINGS AND PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-015,367
Total number of active participants reported on line 7a of the Form 55002021-01-014,299
Number of retired or separated participants receiving benefits2021-01-0158
Number of other retired or separated participants entitled to future benefits2021-01-011,050
Total of all active and inactive participants2021-01-015,407
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0126
Total participants2021-01-015,433
Number of participants with account balances2021-01-015,377
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0163
2020: CHEVRON PHILLIPS CHEMICAL COMPANY LP 401(K) SAVINGS AND PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-015,505
Total number of active participants reported on line 7a of the Form 55002020-01-014,283
Number of retired or separated participants receiving benefits2020-01-0123
Number of other retired or separated participants entitled to future benefits2020-01-011,028
Total of all active and inactive participants2020-01-015,334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0133
Total participants2020-01-015,367
Number of participants with account balances2020-01-015,309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0148
2019: CHEVRON PHILLIPS CHEMICAL COMPANY LP 401(K) SAVINGS AND PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-015,387
Total number of active participants reported on line 7a of the Form 55002019-01-014,442
Number of retired or separated participants receiving benefits2019-01-0152
Number of other retired or separated participants entitled to future benefits2019-01-01958
Total of all active and inactive participants2019-01-015,452
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0153
Total participants2019-01-015,505
Number of participants with account balances2019-01-015,435
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0161
2018: CHEVRON PHILLIPS CHEMICAL COMPANY LP 401(K) SAVINGS AND PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-015,393
Total number of active participants reported on line 7a of the Form 55002018-01-014,315
Number of retired or separated participants receiving benefits2018-01-0146
Number of other retired or separated participants entitled to future benefits2018-01-01970
Total of all active and inactive participants2018-01-015,331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0156
Total participants2018-01-015,387
Number of participants with account balances2018-01-015,329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0182
2017: CHEVRON PHILLIPS CHEMICAL COMPANY LP 401(K) SAVINGS AND PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-015,466
Total number of active participants reported on line 7a of the Form 55002017-01-014,374
Number of retired or separated participants receiving benefits2017-01-0138
Number of other retired or separated participants entitled to future benefits2017-01-01924
Total of all active and inactive participants2017-01-015,336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0157
Total participants2017-01-015,393
Number of participants with account balances2017-01-015,329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0160
2016: CHEVRON PHILLIPS CHEMICAL COMPANY LP 401(K) SAVINGS AND PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-015,793
Total number of active participants reported on line 7a of the Form 55002016-01-014,442
Number of retired or separated participants receiving benefits2016-01-0128
Number of other retired or separated participants entitled to future benefits2016-01-01935
Total of all active and inactive participants2016-01-015,405
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0161
Total participants2016-01-015,466
Number of participants with account balances2016-01-015,418
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0184
2015: CHEVRON PHILLIPS CHEMICAL COMPANY LP 401(K) SAVINGS AND PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-015,793
Total number of active participants reported on line 7a of the Form 55002015-01-014,634
Number of retired or separated participants receiving benefits2015-01-0127
Number of other retired or separated participants entitled to future benefits2015-01-011,068
Total of all active and inactive participants2015-01-015,729
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0164
Total participants2015-01-015,793
Number of participants with account balances2015-01-015,709
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01143
2014: CHEVRON PHILLIPS CHEMICAL COMPANY LP 401(K) SAVINGS AND PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015,589
Total number of active participants reported on line 7a of the Form 55002014-01-014,807
Number of retired or separated participants receiving benefits2014-01-0114
Number of other retired or separated participants entitled to future benefits2014-01-01917
Total of all active and inactive participants2014-01-015,738
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0155
Total participants2014-01-015,793
Number of participants with account balances2014-01-015,620
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0189
2013: CHEVRON PHILLIPS CHEMICAL COMPANY LP 401(K) SAVINGS AND PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015,133
Total number of active participants reported on line 7a of the Form 55002013-01-014,624
Number of retired or separated participants receiving benefits2013-01-019
Number of other retired or separated participants entitled to future benefits2013-01-01906
Total of all active and inactive participants2013-01-015,539
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0150
Total participants2013-01-015,589
Number of participants with account balances2013-01-015,468
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0165
2012: CHEVRON PHILLIPS CHEMICAL COMPANY LP 401(K) SAVINGS AND PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014,985
Total number of active participants reported on line 7a of the Form 55002012-01-014,189
Number of retired or separated participants receiving benefits2012-01-0138
Number of other retired or separated participants entitled to future benefits2012-01-01858
Total of all active and inactive participants2012-01-015,085
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0148
Total participants2012-01-015,133
Number of participants with account balances2012-01-015,036
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0174
2011: CHEVRON PHILLIPS CHEMICAL COMPANY LP 401(K) SAVINGS AND PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014,998
Total number of active participants reported on line 7a of the Form 55002011-01-014,200
Number of retired or separated participants receiving benefits2011-01-0128
Number of other retired or separated participants entitled to future benefits2011-01-01702
Total of all active and inactive participants2011-01-014,930
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0155
Total participants2011-01-014,985
Number of participants with account balances2011-01-014,856
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0152
2010: CHEVRON PHILLIPS CHEMICAL COMPANY LP 401(K) SAVINGS AND PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-015,231
Total number of active participants reported on line 7a of the Form 55002010-01-014,133
Number of retired or separated participants receiving benefits2010-01-0125
Number of other retired or separated participants entitled to future benefits2010-01-01776
Total of all active and inactive participants2010-01-014,934
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0164
Total participants2010-01-014,998
Number of participants with account balances2010-01-014,890
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0142
2009: CHEVRON PHILLIPS CHEMICAL COMPANY LP 401(K) SAVINGS AND PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-015,524
Total number of active participants reported on line 7a of the Form 55002009-01-014,268
Number of retired or separated participants receiving benefits2009-01-0122
Number of other retired or separated participants entitled to future benefits2009-01-01891
Total of all active and inactive participants2009-01-015,181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0150
Total participants2009-01-015,231
Number of participants with account balances2009-01-015,094
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0152

Financial Data on CHEVRON PHILLIPS CHEMICAL COMPANY LP 401(K) SAVINGS AND PROFIT SHARING PLAN

Measure Date Value
2022 : CHEVRON PHILLIPS CHEMICAL COMPANY LP 401(K) SAVINGS AND PROFIT SHARING PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$14,760,323
Total unrealized appreciation/depreciation of assets2022-12-31$14,760,323
Total income from all sources (including contributions)2022-12-31$-148,087,077
Total loss/gain on sale of assets2022-12-31$3,627,469
Total of all expenses incurred2022-12-31$191,211,565
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$189,722,856
Expenses. Certain deemed distributions of participant loans2022-12-31$10,644
Value of total corrective distributions2022-12-31$46,015
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$134,579,684
Value of total assets at end of year2022-12-31$1,476,109,097
Value of total assets at beginning of year2022-12-31$1,815,407,739
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,432,050
Total interest from all sources2022-12-31$2,279,332
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$12,832,917
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$12,818,343
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$4,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$66,355,876
Participant contributions at end of year2022-12-31$26,633,686
Participant contributions at beginning of year2022-12-31$26,148,365
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$27,465,583
Administrative expenses (other) incurred2022-12-31$1,432,050
Total non interest bearing cash at beginning of year2022-12-31$6,081
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-339,298,642
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,476,109,097
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,815,407,739
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$506,329,346
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$617,258,380
Interest on participant loans2022-12-31$1,240,605
Value of interest in common/collective trusts at end of year2022-12-31$882,183,147
Value of interest in common/collective trusts at beginning of year2022-12-31$1,118,280,115
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$16,142,008
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$14,758,663
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$14,758,663
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$1,038,727
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-109,117,540
Net investment gain or loss from common/collective trusts2022-12-31$-207,049,262
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$42,207,240
Assets. Invements in employer securities at beginning of year2022-12-31$36,407,187
Contributions received in cash from employer2022-12-31$40,758,225
Employer contributions (assets) at end of year2022-12-31$2,613,670
Employer contributions (assets) at beginning of year2022-12-31$2,548,948
Income. Dividends from common stock2022-12-31$14,574
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$189,722,856
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$12,625,222
Aggregate carrying amount (costs) on sale of assets2022-12-31$8,997,753
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WEAVER AND TIDWELL, LLP
Accountancy firm EIN2022-12-31750786316
2021 : CHEVRON PHILLIPS CHEMICAL COMPANY LP 401(K) SAVINGS AND PROFIT SHARING PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$10,393,692
Total unrealized appreciation/depreciation of assets2021-12-31$10,393,692
Total income from all sources (including contributions)2021-12-31$379,933,726
Total loss/gain on sale of assets2021-12-31$2,269,093
Total of all expenses incurred2021-12-31$237,941,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$236,229,963
Expenses. Certain deemed distributions of participant loans2021-12-31$195,792
Value of total corrective distributions2021-12-31$22,003
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$131,259,111
Value of total assets at end of year2021-12-31$1,815,407,739
Value of total assets at beginning of year2021-12-31$1,673,415,321
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,493,550
Total interest from all sources2021-12-31$1,474,673
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$22,558,972
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$22,526,908
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$4,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$62,165,928
Participant contributions at end of year2021-12-31$26,148,365
Participant contributions at beginning of year2021-12-31$25,944,230
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$30,661,599
Administrative expenses (other) incurred2021-12-31$1,493,550
Total non interest bearing cash at end of year2021-12-31$6,081
Total non interest bearing cash at beginning of year2021-12-31$261,329
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$141,992,418
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,815,407,739
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,673,415,321
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$617,258,380
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$583,181,157
Interest on participant loans2021-12-31$1,303,377
Value of interest in common/collective trusts at end of year2021-12-31$1,118,280,115
Value of interest in common/collective trusts at beginning of year2021-12-31$997,549,707
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$14,758,663
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$16,021,145
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$16,021,145
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$171,296
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$26,431,042
Net investment gain or loss from common/collective trusts2021-12-31$185,547,143
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$36,407,187
Assets. Invements in employer securities at beginning of year2021-12-31$34,882,476
Contributions received in cash from employer2021-12-31$38,431,584
Employer contributions (assets) at end of year2021-12-31$2,548,948
Employer contributions (assets) at beginning of year2021-12-31$15,575,277
Income. Dividends from common stock2021-12-31$32,064
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$236,229,963
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$11,427,958
Aggregate carrying amount (costs) on sale of assets2021-12-31$9,158,865
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WEAVER AND TIDWELL, LLP
Accountancy firm EIN2021-12-31750786316
2020 : CHEVRON PHILLIPS CHEMICAL COMPANY LP 401(K) SAVINGS AND PROFIT SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$-16,668,517
Total unrealized appreciation/depreciation of assets2020-12-31$-16,668,517
Total income from all sources (including contributions)2020-12-31$319,362,451
Total loss/gain on sale of assets2020-12-31$-3,379,798
Total of all expenses incurred2020-12-31$209,460,131
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$208,023,820
Expenses. Certain deemed distributions of participant loans2020-12-31$71,326
Value of total corrective distributions2020-12-31$34,322
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$104,865,837
Value of total assets at end of year2020-12-31$1,673,415,321
Value of total assets at beginning of year2020-12-31$1,563,513,001
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,330,663
Total interest from all sources2020-12-31$1,894,293
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$14,244,884
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$14,207,704
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$4,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$57,972,407
Participant contributions at end of year2020-12-31$25,944,230
Participant contributions at beginning of year2020-12-31$27,295,368
Participant contributions at beginning of year2020-12-31$275,000
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$11,566,880
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$108,251
Administrative expenses (other) incurred2020-12-31$1,330,663
Total non interest bearing cash at end of year2020-12-31$261,329
Total non interest bearing cash at beginning of year2020-12-31$78,481
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$109,902,320
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,673,415,321
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,563,513,001
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$583,181,157
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$516,644,470
Interest on participant loans2020-12-31$1,467,629
Value of interest in common/collective trusts at end of year2020-12-31$997,549,707
Value of interest in common/collective trusts at beginning of year2020-12-31$923,643,699
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$16,021,145
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$12,966,010
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$12,966,010
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$426,664
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$49,655,730
Net investment gain or loss from common/collective trusts2020-12-31$168,750,022
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31Yes
Assets. Invements in employer securities at end of year2020-12-31$34,882,476
Assets. Invements in employer securities at beginning of year2020-12-31$64,986,243
Contributions received in cash from employer2020-12-31$35,326,550
Employer contributions (assets) at end of year2020-12-31$15,575,277
Employer contributions (assets) at beginning of year2020-12-31$17,515,479
Income. Dividends from common stock2020-12-31$37,180
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$208,023,820
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$10,394,971
Aggregate carrying amount (costs) on sale of assets2020-12-31$13,774,769
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31WEAVER AND TIDWELL, LLP
Accountancy firm EIN2020-12-31750786316
2019 : CHEVRON PHILLIPS CHEMICAL COMPANY LP 401(K) SAVINGS AND PROFIT SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$6,893,238
Total unrealized appreciation/depreciation of assets2019-12-31$6,893,238
Total income from all sources (including contributions)2019-12-31$390,101,389
Total loss/gain on sale of assets2019-12-31$1,027,867
Total of all expenses incurred2019-12-31$160,723,371
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$159,303,029
Expenses. Certain deemed distributions of participant loans2019-12-31$251,641
Value of total corrective distributions2019-12-31$13,872
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$99,297,810
Value of total assets at end of year2019-12-31$1,563,513,001
Value of total assets at beginning of year2019-12-31$1,334,134,983
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,154,829
Total interest from all sources2019-12-31$2,661,267
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$16,196,237
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$16,164,163
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$4,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$55,015,298
Participant contributions at end of year2019-12-31$27,295,368
Participant contributions at beginning of year2019-12-31$26,848,475
Participant contributions at end of year2019-12-31$275,000
Participant contributions at beginning of year2019-12-31$318,500
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$8,763,679
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$108,251
Administrative expenses (other) incurred2019-12-31$1,154,829
Total non interest bearing cash at end of year2019-12-31$78,481
Total non interest bearing cash at beginning of year2019-12-31$84,502
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$229,378,018
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,563,513,001
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,334,134,983
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$516,644,470
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$432,229,382
Interest on participant loans2019-12-31$1,448,107
Value of interest in common/collective trusts at end of year2019-12-31$923,643,699
Value of interest in common/collective trusts at beginning of year2019-12-31$767,539,375
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$12,966,010
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$11,699,908
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$11,699,908
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,213,160
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$62,492,482
Net investment gain or loss from common/collective trusts2019-12-31$201,532,488
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31Yes
Assets. Invements in employer securities at end of year2019-12-31$64,986,243
Assets. Invements in employer securities at beginning of year2019-12-31$72,029,682
Contributions received in cash from employer2019-12-31$35,518,833
Employer contributions (assets) at end of year2019-12-31$17,515,479
Employer contributions (assets) at beginning of year2019-12-31$23,385,159
Income. Dividends from common stock2019-12-31$32,074
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$159,303,029
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$15,285,234
Aggregate carrying amount (costs) on sale of assets2019-12-31$14,257,367
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WEAVER & TIDWELL LLP
Accountancy firm EIN2019-12-31750786316
2018 : CHEVRON PHILLIPS CHEMICAL COMPANY LP 401(K) SAVINGS AND PROFIT SHARING PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-7,850,749
Total unrealized appreciation/depreciation of assets2018-12-31$-7,850,749
Total transfer of assets to this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Expenses. Interest paid2018-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$0
Total income from all sources (including contributions)2018-12-31$29,443,205
Total loss/gain on sale of assets2018-12-31$-65,042
Total of all expenses incurred2018-12-31$175,627,442
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$174,542,509
Expenses. Certain deemed distributions of participant loans2018-12-31$56,797
Value of total corrective distributions2018-12-31$5,280
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$108,571,347
Value of total assets at end of year2018-12-31$1,334,134,983
Value of total assets at beginning of year2018-12-31$1,480,319,220
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,022,856
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$2,350,353
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$28,030,033
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$27,992,250
Assets. Real estate other than employer real property at end of year2018-12-31$0
Assets. Real estate other than employer real property at beginning of year2018-12-31$0
Administrative expenses professional fees incurred2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$4,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$53,874,409
Participant contributions at end of year2018-12-31$26,848,475
Participant contributions at beginning of year2018-12-31$26,088,794
Participant contributions at end of year2018-12-31$318,500
Participant contributions at beginning of year2018-12-31$336,000
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$12,844,750
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$8,593
Assets. Loans (other than to participants) at end of year2018-12-31$0
Assets. Loans (other than to participants) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$1,022,856
Liabilities. Value of operating payables at end of year2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$84,502
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-146,184,237
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,334,134,983
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,480,319,220
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$0
Assets. partnership/joint venture interests at beginning of year2018-12-31$0
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$432,229,382
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$626,077,878
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$1,262,712
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$0
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in master investment trust accounts at end of year2018-12-31$0
Value of interest in master investment trust accounts at beginning of year2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$767,539,375
Value of interest in common/collective trusts at beginning of year2018-12-31$702,527,952
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$11,699,908
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$11,735,299
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$11,735,299
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$1,087,641
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Asset value of US Government securities at end of year2018-12-31$0
Asset value of US Government securities at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-64,379,370
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$-37,213,367
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31Yes
Assets. Invements in employer securities at end of year2018-12-31$72,029,682
Assets. Invements in employer securities at beginning of year2018-12-31$96,772,423
Assets. Value of employer real property at end of year2018-12-31$0
Assets. Value of employer real property at beginning of year2018-12-31$0
Contributions received in cash from employer2018-12-31$41,852,188
Employer contributions (assets) at end of year2018-12-31$23,385,159
Employer contributions (assets) at beginning of year2018-12-31$16,772,281
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$37,783
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$174,542,509
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$0
Contract administrator fees2018-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$0
Liabilities. Value of benefit claims payable at end of year2018-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$16,872,877
Aggregate carrying amount (costs) on sale of assets2018-12-31$16,937,919
Liabilities. Value of acquisition indebtedness at end of year2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WEAVER & TIDWELL LLP
Accountancy firm EIN2018-12-31750786316
2017 : CHEVRON PHILLIPS CHEMICAL COMPANY LP 401(K) SAVINGS AND PROFIT SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$7,093,191
Total unrealized appreciation/depreciation of assets2017-12-31$7,093,191
Total transfer of assets to this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$311,573,912
Total loss/gain on sale of assets2017-12-31$-1,319,900
Total of all expenses incurred2017-12-31$167,313,667
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$166,055,828
Expenses. Certain deemed distributions of participant loans2017-12-31$93,888
Value of total corrective distributions2017-12-31$5,533
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$94,043,821
Value of total assets at end of year2017-12-31$1,480,319,220
Value of total assets at beginning of year2017-12-31$1,336,058,975
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,158,418
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$1,831,921
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$24,436,846
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$24,396,562
Assets. Real estate other than employer real property at end of year2017-12-31$0
Assets. Real estate other than employer real property at beginning of year2017-12-31$0
Administrative expenses professional fees incurred2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$4,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$52,567,991
Participant contributions at end of year2017-12-31$26,088,794
Participant contributions at beginning of year2017-12-31$24,630,974
Participant contributions at end of year2017-12-31$336,000
Participant contributions at beginning of year2017-12-31$409,997
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$6,469,217
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$8,593
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$428
Assets. Loans (other than to participants) at end of year2017-12-31$0
Assets. Loans (other than to participants) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$1,158,418
Liabilities. Value of operating payables at end of year2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$144,260,245
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,480,319,220
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,336,058,975
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$0
Assets. partnership/joint venture interests at beginning of year2017-12-31$0
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$626,077,878
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$547,444,949
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$1,128,162
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$0
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in master investment trust accounts at end of year2017-12-31$0
Value of interest in master investment trust accounts at beginning of year2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$702,527,952
Value of interest in common/collective trusts at beginning of year2017-12-31$622,264,697
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$11,735,299
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$16,943,289
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$16,943,289
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$703,759
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Asset value of US Government securities at end of year2017-12-31$0
Asset value of US Government securities at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$65,918,830
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$119,569,203
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$96,772,423
Assets. Invements in employer securities at beginning of year2017-12-31$109,951,825
Assets. Value of employer real property at end of year2017-12-31$0
Assets. Value of employer real property at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$35,006,613
Employer contributions (assets) at end of year2017-12-31$16,772,281
Employer contributions (assets) at beginning of year2017-12-31$14,412,816
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$40,284
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$166,055,828
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$0
Contract administrator fees2017-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$0
Liabilities. Value of benefit claims payable at end of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$19,401,726
Aggregate carrying amount (costs) on sale of assets2017-12-31$20,721,626
Liabilities. Value of acquisition indebtedness at end of year2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WEAVER & TIDWELL LLP
Accountancy firm EIN2017-12-31750786316
2016 : CHEVRON PHILLIPS CHEMICAL COMPANY LP 401(K) SAVINGS AND PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$21,688,708
Total unrealized appreciation/depreciation of assets2016-12-31$21,688,708
Total transfer of assets to this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$194,422,916
Total loss/gain on sale of assets2016-12-31$902,625
Total of all expenses incurred2016-12-31$127,401,145
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$126,023,662
Expenses. Certain deemed distributions of participant loans2016-12-31$154,308
Value of total corrective distributions2016-12-31$39,166
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$89,650,477
Value of total assets at end of year2016-12-31$1,336,058,975
Value of total assets at beginning of year2016-12-31$1,269,037,204
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,184,009
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$1,578,474
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$15,319,903
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$15,278,330
Assets. Real estate other than employer real property at end of year2016-12-31$0
Assets. Real estate other than employer real property at beginning of year2016-12-31$0
Administrative expenses professional fees incurred2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$4,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$51,713,044
Participant contributions at end of year2016-12-31$24,630,974
Participant contributions at beginning of year2016-12-31$25,411,323
Participant contributions at end of year2016-12-31$409,997
Participant contributions at beginning of year2016-12-31$539,463
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$5,402,516
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$428
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$20,104
Assets. Loans (other than to participants) at end of year2016-12-31$0
Assets. Loans (other than to participants) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$1,184,009
Liabilities. Value of operating payables at end of year2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$67,021,771
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,336,058,975
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,269,037,204
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at end of year2016-12-31$0
Assets. partnership/joint venture interests at beginning of year2016-12-31$0
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$547,444,949
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$467,198,506
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$1,063,928
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$0
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in master investment trust accounts at end of year2016-12-31$0
Value of interest in master investment trust accounts at beginning of year2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$622,264,697
Value of interest in common/collective trusts at beginning of year2016-12-31$578,200,503
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$16,943,289
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$69,446,676
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$69,446,676
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$514,546
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Asset value of US Government securities at end of year2016-12-31$0
Asset value of US Government securities at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$16,337,501
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$48,945,228
Net gain/loss from 103.12 investment entities2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$109,951,825
Assets. Invements in employer securities at beginning of year2016-12-31$102,259,380
Assets. Value of employer real property at end of year2016-12-31$0
Assets. Value of employer real property at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$32,534,917
Employer contributions (assets) at end of year2016-12-31$14,412,816
Employer contributions (assets) at beginning of year2016-12-31$25,961,249
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$41,573
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$126,023,662
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$0
Contract administrator fees2016-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$0
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$15,305,880
Aggregate carrying amount (costs) on sale of assets2016-12-31$14,403,255
Liabilities. Value of acquisition indebtedness at end of year2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WEAVER & TIDWELL LLP
Accountancy firm EIN2016-12-31750786316
2015 : CHEVRON PHILLIPS CHEMICAL COMPANY LP 401(K) SAVINGS AND PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-23,924,961
Total unrealized appreciation/depreciation of assets2015-12-31$-23,924,961
Total transfer of assets to this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Expenses. Interest paid2015-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$0
Total income from all sources (including contributions)2015-12-31$77,025,121
Total loss/gain on sale of assets2015-12-31$-1,357,140
Total of all expenses incurred2015-12-31$124,129,908
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$123,019,545
Expenses. Certain deemed distributions of participant loans2015-12-31$9,816
Value of total corrective distributions2015-12-31$54,503
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$100,705,061
Value of total assets at end of year2015-12-31$1,269,037,204
Value of total assets at beginning of year2015-12-31$1,316,141,991
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,046,044
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$1,425,155
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$33,223,876
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$33,184,654
Assets. Real estate other than employer real property at end of year2015-12-31$0
Assets. Real estate other than employer real property at beginning of year2015-12-31$0
Administrative expenses professional fees incurred2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$4,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$49,463,924
Participant contributions at end of year2015-12-31$25,411,323
Participant contributions at beginning of year2015-12-31$25,839,775
Participant contributions at end of year2015-12-31$539,463
Participant contributions at beginning of year2015-12-31$793,844
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$7,952,882
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$20,104
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$15,076
Assets. Loans (other than to participants) at end of year2015-12-31$0
Assets. Loans (other than to participants) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$1,046,044
Liabilities. Value of operating payables at end of year2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$35,509
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$-47,104,787
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,269,037,204
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,316,141,991
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at end of year2015-12-31$0
Assets. partnership/joint venture interests at beginning of year2015-12-31$0
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$467,198,506
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$666,189,705
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$1,046,111
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$0
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest in master investment trust accounts at end of year2015-12-31$0
Value of interest in master investment trust accounts at beginning of year2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$578,200,503
Value of interest in common/collective trusts at beginning of year2015-12-31$395,759,960
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$69,446,676
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$60,509,168
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$60,509,168
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$379,044
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Asset value of US Government securities at end of year2015-12-31$0
Asset value of US Government securities at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-26,915,298
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$-6,131,572
Net gain/loss from 103.12 investment entities2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$102,259,380
Assets. Invements in employer securities at beginning of year2015-12-31$138,283,960
Assets. Value of employer real property at end of year2015-12-31$0
Assets. Value of employer real property at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$43,288,255
Employer contributions (assets) at end of year2015-12-31$25,961,249
Employer contributions (assets) at beginning of year2015-12-31$28,714,994
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$39,222
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$123,019,545
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$0
Contract administrator fees2015-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$0
Liabilities. Value of benefit claims payable at end of year2015-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$11,055,296
Aggregate carrying amount (costs) on sale of assets2015-12-31$12,412,436
Liabilities. Value of acquisition indebtedness at end of year2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WEAVER & TIDWELL LLP
Accountancy firm EIN2015-12-31750786316
2014 : CHEVRON PHILLIPS CHEMICAL COMPANY LP 401(K) SAVINGS AND PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-13,243,822
Total unrealized appreciation/depreciation of assets2014-12-31$-13,243,822
Total transfer of assets to this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Expenses. Interest paid2014-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$0
Total income from all sources (including contributions)2014-12-31$153,027,462
Total loss/gain on sale of assets2014-12-31$-770,719
Total of all expenses incurred2014-12-31$132,507,800
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$131,216,542
Expenses. Certain deemed distributions of participant loans2014-12-31$83,113
Value of total corrective distributions2014-12-31$258,142
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$97,560,361
Value of total assets at end of year2014-12-31$1,316,141,991
Value of total assets at beginning of year2014-12-31$1,295,622,329
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$950,003
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$1,340,953
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$44,730,551
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$44,679,897
Assets. Real estate other than employer real property at end of year2014-12-31$0
Assets. Real estate other than employer real property at beginning of year2014-12-31$0
Administrative expenses professional fees incurred2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$4,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$46,694,662
Participant contributions at end of year2014-12-31$25,839,775
Participant contributions at beginning of year2014-12-31$25,225,615
Participant contributions at end of year2014-12-31$793,844
Participant contributions at beginning of year2014-12-31$702,106
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$6,098,655
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$15,076
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$3,776
Assets. Loans (other than to participants) at end of year2014-12-31$0
Assets. Loans (other than to participants) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$950,003
Liabilities. Value of operating payables at end of year2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$35,509
Total non interest bearing cash at beginning of year2014-12-31$41,697
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$20,519,662
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,316,141,991
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,295,622,329
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$0
Assets. partnership/joint venture interests at beginning of year2014-12-31$0
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$666,189,705
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$644,716,081
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$1,044,392
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$0
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Value of interest in master investment trust accounts at end of year2014-12-31$0
Value of interest in master investment trust accounts at beginning of year2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$395,759,960
Value of interest in common/collective trusts at beginning of year2014-12-31$353,612,528
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$60,509,168
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$68,120,811
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$68,120,811
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$296,561
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Asset value of US Government securities at end of year2014-12-31$0
Asset value of US Government securities at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-3,414,230
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$26,824,368
Net gain/loss from 103.12 investment entities2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$138,283,960
Assets. Invements in employer securities at beginning of year2014-12-31$177,398,217
Assets. Value of employer real property at end of year2014-12-31$0
Assets. Value of employer real property at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$44,767,044
Employer contributions (assets) at end of year2014-12-31$28,714,994
Employer contributions (assets) at beginning of year2014-12-31$25,801,498
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$50,654
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$131,216,542
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$0
Contract administrator fees2014-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$0
Liabilities. Value of benefit claims payable at end of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$26,058,177
Aggregate carrying amount (costs) on sale of assets2014-12-31$26,828,896
Liabilities. Value of acquisition indebtedness at end of year2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WEAVER & TIDWELL LLP
Accountancy firm EIN2014-12-31750786316
2013 : CHEVRON PHILLIPS CHEMICAL COMPANY LP 401(K) SAVINGS AND PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$27,424,173
Total unrealized appreciation/depreciation of assets2013-12-31$27,424,173
Total transfer of assets to this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$308,878,642
Total loss/gain on sale of assets2013-12-31$1,775,038
Total of all expenses incurred2013-12-31$89,220,463
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$88,817,723
Expenses. Certain deemed distributions of participant loans2013-12-31$105,414
Value of total corrective distributions2013-12-31$27,656
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$90,398,931
Value of total assets at end of year2013-12-31$1,295,622,329
Value of total assets at beginning of year2013-12-31$1,075,964,150
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$269,670
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$1,400,566
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$31,660,613
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$31,617,808
Assets. Real estate other than employer real property at end of year2013-12-31$0
Assets. Real estate other than employer real property at beginning of year2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$4,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$43,347,514
Participant contributions at end of year2013-12-31$25,225,615
Participant contributions at beginning of year2013-12-31$24,769,849
Participant contributions at end of year2013-12-31$702,106
Participant contributions at beginning of year2013-12-31$686,958
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$6,098,685
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$3,776
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Assets. Loans (other than to participants) at end of year2013-12-31$0
Assets. Loans (other than to participants) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$269,670
Liabilities. Value of operating payables at end of year2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$41,697
Total non interest bearing cash at beginning of year2013-12-31$38,508
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$219,658,179
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,295,622,329
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,075,964,150
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$0
Assets. partnership/joint venture interests at beginning of year2013-12-31$0
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$644,716,081
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$646,123,125
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$1,012,553
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$0
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Value of interest in master investment trust accounts at end of year2013-12-31$0
Value of interest in master investment trust accounts at beginning of year2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$353,612,528
Value of interest in common/collective trusts at beginning of year2013-12-31$145,307,070
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$68,120,811
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$65,510,316
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$65,510,316
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$388,013
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Asset value of US Government securities at end of year2013-12-31$0
Asset value of US Government securities at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$104,922,864
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$51,296,457
Net gain/loss from 103.12 investment entities2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$177,398,217
Assets. Invements in employer securities at beginning of year2013-12-31$167,368,371
Assets. Value of employer real property at end of year2013-12-31$0
Assets. Value of employer real property at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$40,952,732
Employer contributions (assets) at end of year2013-12-31$25,801,498
Employer contributions (assets) at beginning of year2013-12-31$26,159,953
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$42,805
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$88,817,723
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$0
Contract administrator fees2013-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$0
Liabilities. Value of benefit claims payable at end of year2013-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$20,425,475
Aggregate carrying amount (costs) on sale of assets2013-12-31$18,650,437
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WEAVER & TIDWELL LLP
Accountancy firm EIN2013-12-31750786316
2012 : CHEVRON PHILLIPS CHEMICAL COMPANY LP 401(K) SAVINGS AND PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$7,932,606
Total unrealized appreciation/depreciation of assets2012-12-31$7,932,606
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$170,049,470
Total loss/gain on sale of assets2012-12-31$-238,540
Total of all expenses incurred2012-12-31$82,701,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$82,163,506
Expenses. Certain deemed distributions of participant loans2012-12-31$83,903
Value of total corrective distributions2012-12-31$31
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$59,806,363
Value of total assets at end of year2012-12-31$1,049,117,240
Value of total assets at beginning of year2012-12-31$961,769,143
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$453,933
Total interest from all sources2012-12-31$1,629,631
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$24,045,378
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$24,009,682
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$4,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$38,947,569
Participant contributions at end of year2012-12-31$24,769,849
Participant contributions at beginning of year2012-12-31$24,812,958
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$757,463
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$6,968,245
Administrative expenses (other) incurred2012-12-31$453,933
Total non interest bearing cash at end of year2012-12-31$38,508
Total non interest bearing cash at beginning of year2012-12-31$39,200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$87,348,097
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,049,117,240
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$961,769,143
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$698,356,917
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$544,399,262
Interest on participant loans2012-12-31$1,061,945
Value of interest in common/collective trusts at end of year2012-12-31$93,073,279
Value of interest in common/collective trusts at beginning of year2012-12-31$113,098,858
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$65,510,316
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$72,478,720
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$72,478,720
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$567,686
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$66,327,446
Net investment gain or loss from common/collective trusts2012-12-31$10,546,586
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$167,368,371
Assets. Invements in employer securities at beginning of year2012-12-31$180,945,057
Contributions received in cash from employer2012-12-31$13,890,549
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$25,237,625
Income. Dividends from common stock2012-12-31$35,696
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$82,163,506
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$23,297,309
Aggregate carrying amount (costs) on sale of assets2012-12-31$23,535,849
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Qualified
Accountancy firm name2012-12-31ERNST & YOUNG LLP
Accountancy firm EIN2012-12-31346565596
2011 : CHEVRON PHILLIPS CHEMICAL COMPANY LP 401(K) SAVINGS AND PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$22,751,947
Total unrealized appreciation/depreciation of assets2011-12-31$22,751,947
Total income from all sources (including contributions)2011-12-31$99,912,038
Total loss/gain on sale of assets2011-12-31$2,771,361
Total of all expenses incurred2011-12-31$90,531,908
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$90,297,869
Expenses. Certain deemed distributions of participant loans2011-12-31$51,227
Value of total corrective distributions2011-12-31$9
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$78,852,139
Value of total assets at end of year2011-12-31$961,769,143
Value of total assets at beginning of year2011-12-31$952,389,013
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$182,803
Total interest from all sources2011-12-31$1,659,327
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$20,704,103
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$20,699,141
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$4,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$37,583,810
Participant contributions at end of year2011-12-31$24,812,958
Participant contributions at beginning of year2011-12-31$24,227,368
Participant contributions at end of year2011-12-31$757,463
Participant contributions at beginning of year2011-12-31$637,905
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$3,527,932
Administrative expenses (other) incurred2011-12-31$182,803
Total non interest bearing cash at end of year2011-12-31$39,200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$9,380,130
Value of net assets at end of year (total assets less liabilities)2011-12-31$961,769,143
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$952,389,013
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$544,399,262
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$612,954,612
Interest on participant loans2011-12-31$1,139,384
Value of interest in common/collective trusts at end of year2011-12-31$113,098,858
Value of interest in common/collective trusts at beginning of year2011-12-31$56,158,384
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$72,478,720
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$54,539,762
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$54,539,762
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$519,943
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-28,419,457
Net investment gain or loss from common/collective trusts2011-12-31$1,592,618
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$180,945,057
Assets. Invements in employer securities at beginning of year2011-12-31$182,558,803
Contributions received in cash from employer2011-12-31$37,740,397
Employer contributions (assets) at end of year2011-12-31$25,237,625
Employer contributions (assets) at beginning of year2011-12-31$21,312,179
Income. Dividends from common stock2011-12-31$4,962
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$90,297,869
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$27,142,016
Aggregate carrying amount (costs) on sale of assets2011-12-31$24,370,655
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ERNST & YOUNG LLP
Accountancy firm EIN2011-12-31346565596
2010 : CHEVRON PHILLIPS CHEMICAL COMPANY LP 401(K) SAVINGS AND PROFIT SHARING PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$32,308,725
Total unrealized appreciation/depreciation of assets2010-12-31$32,308,725
Total transfer of assets from this plan2010-12-31$-935,413
Total income from all sources (including contributions)2010-12-31$198,989,872
Total loss/gain on sale of assets2010-12-31$661,675
Total of all expenses incurred2010-12-31$59,351,687
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$59,045,286
Expenses. Certain deemed distributions of participant loans2010-12-31$91,765
Value of total corrective distributions2010-12-31$32,431
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$71,518,380
Value of total assets at end of year2010-12-31$952,389,013
Value of total assets at beginning of year2010-12-31$813,686,241
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$182,205
Total interest from all sources2010-12-31$1,706,795
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$12,061,452
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$12,058,574
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$4,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$36,111,733
Participant contributions at end of year2010-12-31$24,227,368
Participant contributions at beginning of year2010-12-31$23,682,135
Participant contributions at end of year2010-12-31$637,905
Participant contributions at beginning of year2010-12-31$625,085
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,588,621
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$8,077
Administrative expenses (other) incurred2010-12-31$182,205
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$36,235
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$139,638,185
Value of net assets at end of year (total assets less liabilities)2010-12-31$952,389,013
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$813,686,241
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$612,954,612
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$509,773,316
Interest on participant loans2010-12-31$1,291,121
Value of interest in common/collective trusts at end of year2010-12-31$56,158,384
Value of interest in common/collective trusts at beginning of year2010-12-31$50,291,714
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$54,539,762
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$49,877,479
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$49,877,479
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$415,674
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$76,296,793
Net investment gain or loss from common/collective trusts2010-12-31$4,436,052
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$182,558,803
Assets. Invements in employer securities at beginning of year2010-12-31$164,008,458
Contributions received in cash from employer2010-12-31$33,818,026
Employer contributions (assets) at end of year2010-12-31$21,312,179
Employer contributions (assets) at beginning of year2010-12-31$15,383,742
Income. Dividends from common stock2010-12-31$2,878
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$59,045,286
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$14,422,933
Aggregate carrying amount (costs) on sale of assets2010-12-31$13,761,258
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ERNST & YOUNG LLP
Accountancy firm EIN2010-12-31346565596

Form 5500 Responses for CHEVRON PHILLIPS CHEMICAL COMPANY LP 401(K) SAVINGS AND PROFIT SHARING PLAN

2022: CHEVRON PHILLIPS CHEMICAL COMPANY LP 401(K) SAVINGS AND PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CHEVRON PHILLIPS CHEMICAL COMPANY LP 401(K) SAVINGS AND PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CHEVRON PHILLIPS CHEMICAL COMPANY LP 401(K) SAVINGS AND PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CHEVRON PHILLIPS CHEMICAL COMPANY LP 401(K) SAVINGS AND PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CHEVRON PHILLIPS CHEMICAL COMPANY LP 401(K) SAVINGS AND PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CHEVRON PHILLIPS CHEMICAL COMPANY LP 401(K) SAVINGS AND PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CHEVRON PHILLIPS CHEMICAL COMPANY LP 401(K) SAVINGS AND PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CHEVRON PHILLIPS CHEMICAL COMPANY LP 401(K) SAVINGS AND PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CHEVRON PHILLIPS CHEMICAL COMPANY LP 401(K) SAVINGS AND PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CHEVRON PHILLIPS CHEMICAL COMPANY LP 401(K) SAVINGS AND PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CHEVRON PHILLIPS CHEMICAL COMPANY LP 401(K) SAVINGS AND PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CHEVRON PHILLIPS CHEMICAL COMPANY LP 401(K) SAVINGS AND PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CHEVRON PHILLIPS CHEMICAL COMPANY LP 401(K) SAVINGS AND PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CHEVRON PHILLIPS CHEMICAL COMPANY LP 401(K) SAVINGS AND PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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