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PHILLIPS 66 SAVINGS PLAN 401k Plan overview

Plan NamePHILLIPS 66 SAVINGS PLAN
Plan identification number 002

PHILLIPS 66 SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Stock bonus
  • 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.
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PHILLIPS 66 COMPANY has sponsored the creation of one or more 401k plans.

Company Name:PHILLIPS 66 COMPANY
Employer identification number (EIN):371652702
NAIC Classification:324110
NAIC Description:Petroleum Refineries

Additional information about PHILLIPS 66 COMPANY

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2011-11-16
Company Identification Number: 0801507995
Legal Registered Office Address: 411 S KEELER AVE

BARTLESVILLE
United States of America (USA)
74003

More information about PHILLIPS 66 COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PHILLIPS 66 SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01ALEX J. SHABET ALEX J. SHABET2018-10-10
0022016-01-01ALEX J. SHABET ALEX J. SHABET2017-10-12
0022015-01-01ALEX J. SHABET ALEX J. SHABET2016-10-10
0022014-01-01JESSE STEPHAN JESSE STEPHAN2015-10-01
0022013-01-01JESSE STEPHAN JESSE STEPHAN2014-10-08
0022012-05-01JESSE STEPHAN JESSE STEPHAN2013-09-17

Plan Statistics for PHILLIPS 66 SAVINGS PLAN

401k plan membership statisitcs for PHILLIPS 66 SAVINGS PLAN

Measure Date Value
2022: PHILLIPS 66 SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0116,107
Total number of active participants reported on line 7a of the Form 55002022-01-0110,970
Number of retired or separated participants receiving benefits2022-01-01425
Number of other retired or separated participants entitled to future benefits2022-01-014,338
Total of all active and inactive participants2022-01-0115,733
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01125
Total participants2022-01-0115,858
Number of participants with account balances2022-01-0115,719
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: PHILLIPS 66 SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0116,036
Total number of active participants reported on line 7a of the Form 55002021-01-0112,106
Number of retired or separated participants receiving benefits2021-01-01347
Number of other retired or separated participants entitled to future benefits2021-01-013,549
Total of all active and inactive participants2021-01-0116,002
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01105
Total participants2021-01-0116,107
Number of participants with account balances2021-01-0115,986
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PHILLIPS 66 SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0115,988
Total number of active participants reported on line 7a of the Form 55002020-01-0112,409
Number of retired or separated participants receiving benefits2020-01-01288
Number of other retired or separated participants entitled to future benefits2020-01-013,247
Total of all active and inactive participants2020-01-0115,944
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0192
Total participants2020-01-0116,036
Number of participants with account balances2020-01-0115,963
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PHILLIPS 66 SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0115,541
Total number of active participants reported on line 7a of the Form 55002019-01-0112,584
Number of retired or separated participants receiving benefits2019-01-01285
Number of other retired or separated participants entitled to future benefits2019-01-013,039
Total of all active and inactive participants2019-01-0115,908
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0180
Total participants2019-01-0115,988
Number of participants with account balances2019-01-0115,886
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PHILLIPS 66 SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0115,410
Total number of active participants reported on line 7a of the Form 55002018-01-0112,340
Number of retired or separated participants receiving benefits2018-01-01268
Number of other retired or separated participants entitled to future benefits2018-01-012,854
Total of all active and inactive participants2018-01-0115,462
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0179
Total participants2018-01-0115,541
Number of participants with account balances2018-01-0115,477
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PHILLIPS 66 SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0115,254
Total number of active participants reported on line 7a of the Form 55002017-01-0112,675
Number of retired or separated participants receiving benefits2017-01-01226
Number of other retired or separated participants entitled to future benefits2017-01-012,444
Total of all active and inactive participants2017-01-0115,345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0165
Total participants2017-01-0115,410
Number of participants with account balances2017-01-0115,335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PHILLIPS 66 SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0114,841
Total number of active participants reported on line 7a of the Form 55002016-01-0112,852
Number of retired or separated participants receiving benefits2016-01-01171
Number of other retired or separated participants entitled to future benefits2016-01-012,181
Total of all active and inactive participants2016-01-0115,204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0150
Total participants2016-01-0115,254
Number of participants with account balances2016-01-0115,163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PHILLIPS 66 SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0114,207
Total number of active participants reported on line 7a of the Form 55002015-01-0112,702
Number of retired or separated participants receiving benefits2015-01-01149
Number of other retired or separated participants entitled to future benefits2015-01-011,949
Total of all active and inactive participants2015-01-0114,800
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0141
Total participants2015-01-0114,841
Number of participants with account balances2015-01-0114,768
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PHILLIPS 66 SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0113,201
Total number of active participants reported on line 7a of the Form 55002014-01-0112,571
Number of retired or separated participants receiving benefits2014-01-0186
Number of other retired or separated participants entitled to future benefits2014-01-011,519
Total of all active and inactive participants2014-01-0114,176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0131
Total participants2014-01-0114,207
Number of participants with account balances2014-01-0114,165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PHILLIPS 66 SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0112,557
Total number of active participants reported on line 7a of the Form 55002013-01-0112,116
Number of retired or separated participants receiving benefits2013-01-0147
Number of other retired or separated participants entitled to future benefits2013-01-011,017
Total of all active and inactive participants2013-01-0113,180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0121
Total participants2013-01-0113,201
Number of participants with account balances2013-01-0113,161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PHILLIPS 66 SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-05-010
Total number of active participants reported on line 7a of the Form 55002012-05-0112,005
Number of retired or separated participants receiving benefits2012-05-0110
Number of other retired or separated participants entitled to future benefits2012-05-01528
Total of all active and inactive participants2012-05-0112,543
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-05-0114
Total participants2012-05-0112,557
Number of participants with account balances2012-05-0112,311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-05-010

Financial Data on PHILLIPS 66 SAVINGS PLAN

Measure Date Value
2022 : PHILLIPS 66 SAVINGS PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$412,931,129
Total unrealized appreciation/depreciation of assets2022-12-31$412,931,129
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,507,317
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$490,428,082
Total loss/gain on sale of assets2022-12-31$205,583,109
Total of all expenses incurred2022-12-31$793,916,928
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$788,282,827
Expenses. Certain deemed distributions of participant loans2022-12-31$143,912
Value of total corrective distributions2022-12-31$2,418,311
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$573,047,238
Value of total assets at end of year2022-12-31$6,064,382,070
Value of total assets at beginning of year2022-12-31$6,366,363,599
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$3,071,878
Total interest from all sources2022-12-31$3,453,886
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$116,445,643
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$50,978,984
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,500,000
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$217,984,913
Participant contributions at end of year2022-12-31$74,378,437
Participant contributions at beginning of year2022-12-31$79,037,354
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$534,198
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$149,443,262
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$278,569
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1,146,377
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$1,507,317
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$690,904
Administrative expenses (other) incurred2022-12-31$3,071,878
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-303,488,846
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,062,874,753
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,366,363,599
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$651,715,330
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,189,940,765
Interest on participant loans2022-12-31$3,453,886
Value of interest in common/collective trusts at end of year2022-12-31$3,809,142,934
Value of interest in common/collective trusts at beginning of year2022-12-31$3,587,950,896
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-205,551,981
Net investment gain or loss from common/collective trusts2022-12-31$-616,171,846
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$1,473,652,916
Assets. Invements in employer securities at beginning of year2022-12-31$1,418,946,594
Contributions received in cash from employer2022-12-31$205,619,063
Income. Dividends from common stock2022-12-31$65,466,659
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$788,004,258
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$55,492,453
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$88,807,415
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$1,034,005,310
Aggregate carrying amount (costs) on sale of assets2022-12-31$828,422,201
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ERNST & YOUNG LLP
Accountancy firm EIN2022-12-31346565596
2021 : PHILLIPS 66 SAVINGS PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$135,087,339
Total unrealized appreciation/depreciation of assets2021-12-31$135,087,339
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$236,930
Total income from all sources (including contributions)2021-12-31$1,253,724,230
Total loss/gain on sale of assets2021-12-31$63,272,119
Total of all expenses incurred2021-12-31$705,903,771
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$698,795,507
Expenses. Certain deemed distributions of participant loans2021-12-31$237,248
Value of total corrective distributions2021-12-31$3,395,388
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$471,570,731
Value of total assets at end of year2021-12-31$6,366,363,599
Value of total assets at beginning of year2021-12-31$5,818,780,070
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$3,475,628
Total interest from all sources2021-12-31$3,849,292
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$141,081,676
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$76,799,687
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
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$209,766,774
Participant contributions at end of year2021-12-31$79,037,354
Participant contributions at beginning of year2021-12-31$81,534,476
Assets. Other investments not covered elsewhere at end of year2021-12-31$534,198
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$885,442
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$125,610,599
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$156,954
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1,146,377
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$236,930
Other income not declared elsewhere2021-12-31$1,377,708
Administrative expenses (other) incurred2021-12-31$3,475,628
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$547,820,459
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,366,363,599
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,818,543,140
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$1,189,940,765
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,053,502,684
Interest on participant loans2021-12-31$3,849,292
Value of interest in common/collective trusts at end of year2021-12-31$3,587,950,896
Value of interest in common/collective trusts at beginning of year2021-12-31$3,191,333,251
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$64,393,083
Net investment gain or loss from common/collective trusts2021-12-31$373,092,282
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$1,418,946,594
Assets. Invements in employer securities at beginning of year2021-12-31$1,374,045,783
Contributions received in cash from employer2021-12-31$136,193,358
Income. Dividends from common stock2021-12-31$64,281,989
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$698,638,553
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$88,807,415
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$117,478,434
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$526,720,883
Aggregate carrying amount (costs) on sale of assets2021-12-31$463,448,764
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ERNST & YOUNG LLP
Accountancy firm EIN2021-12-31346565596
2020 : PHILLIPS 66 SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$-460,041,396
Total unrealized appreciation/depreciation of assets2020-12-31$-460,041,396
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$236,930
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$728,926
Total income from all sources (including contributions)2020-12-31$472,293,051
Total loss/gain on sale of assets2020-12-31$-89,680,052
Total of all expenses incurred2020-12-31$534,273,704
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$525,989,157
Expenses. Certain deemed distributions of participant loans2020-12-31$2,309
Value of total corrective distributions2020-12-31$6,074,635
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$427,190,987
Value of total assets at end of year2020-12-31$5,818,780,070
Value of total assets at beginning of year2020-12-31$5,881,252,719
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,207,603
Total interest from all sources2020-12-31$4,320,966
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$116,711,319
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$52,606,001
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
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$213,690,772
Participant contributions at end of year2020-12-31$81,534,476
Participant contributions at beginning of year2020-12-31$82,605,683
Assets. Other investments not covered elsewhere at end of year2020-12-31$885,442
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$5,004,441
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$71,738,709
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$236,930
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$728,926
Other income not declared elsewhere2020-12-31$599,819
Administrative expenses (other) incurred2020-12-31$2,207,603
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-61,980,653
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,818,543,140
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,880,523,793
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$1,053,502,684
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,018,765,009
Interest on participant loans2020-12-31$4,320,966
Value of interest in common/collective trusts at end of year2020-12-31$3,191,333,251
Value of interest in common/collective trusts at beginning of year2020-12-31$2,985,885,897
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$9,566,595
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$9,566,595
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$87,765,802
Net investment gain or loss from common/collective trusts2020-12-31$385,425,606
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 plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$1,374,045,783
Assets. Invements in employer securities at beginning of year2020-12-31$1,696,123,739
Contributions received in cash from employer2020-12-31$141,761,506
Income. Dividends from common stock2020-12-31$64,105,318
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$525,989,157
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$117,478,434
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$83,301,355
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$392,424,496
Aggregate carrying amount (costs) on sale of assets2020-12-31$482,104,548
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31ERNST & YOUNG LLP
Accountancy firm EIN2020-12-31346565596
2019 : PHILLIPS 66 SAVINGS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$310,399,296
Total unrealized appreciation/depreciation of assets2019-12-31$310,399,296
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$728,926
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,539,164
Total income from all sources (including contributions)2019-12-31$1,521,099,541
Total loss/gain on sale of assets2019-12-31$66,693,650
Total of all expenses incurred2019-12-31$512,410,946
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$508,339,864
Expenses. Certain deemed distributions of participant loans2019-12-31$164,466
Value of total corrective distributions2019-12-31$1,930,595
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$450,986,793
Value of total assets at end of year2019-12-31$5,881,252,719
Value of total assets at beginning of year2019-12-31$4,873,374,362
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,976,021
Total interest from all sources2019-12-31$4,758,239
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$101,627,928
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$47,883,356
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,500,000
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$205,076,425
Participant contributions at end of year2019-12-31$82,605,683
Participant contributions at beginning of year2019-12-31$82,151,460
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$2,224
Assets. Other investments not covered elsewhere at end of year2019-12-31$5,004,441
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$4,519,296
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$59,150,262
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$40,011
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$728,926
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$1,539,164
Other income not declared elsewhere2019-12-31$274,028
Administrative expenses (other) incurred2019-12-31$1,976,021
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$1,008,688,595
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,880,523,793
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,871,835,198
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$1,018,765,009
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$811,128,432
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$59,228,548
Interest on participant loans2019-12-31$4,296,259
Value of interest in common/collective trusts at end of year2019-12-31$2,985,885,897
Value of interest in common/collective trusts at beginning of year2019-12-31$2,247,512,380
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$9,566,595
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$24,950,916
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$24,950,916
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$461,980
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$133,103,191
Net investment gain or loss from common/collective trusts2019-12-31$453,256,416
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 plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$1,696,123,739
Assets. Invements in employer securities at beginning of year2019-12-31$1,538,098,915
Contributions received in cash from employer2019-12-31$186,760,106
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$42,138,623
Income. Dividends from common stock2019-12-31$53,744,572
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$508,299,853
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$83,301,355
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$63,643,568
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$517,177,043
Aggregate carrying amount (costs) on sale of assets2019-12-31$450,483,393
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31ERNST & YOUNG LLP
Accountancy firm EIN2019-12-31346565596
2018 : PHILLIPS 66 SAVINGS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-155,254,788
Total unrealized appreciation/depreciation of assets2018-12-31$-155,254,788
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,539,164
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$174,732
Total income from all sources (including contributions)2018-12-31$216,216,502
Total loss/gain on sale of assets2018-12-31$46,383,190
Total of all expenses incurred2018-12-31$620,325,788
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$617,627,072
Expenses. Certain deemed distributions of participant loans2018-12-31$228,577
Value of total corrective distributions2018-12-31$926,248
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$423,571,811
Value of total assets at end of year2018-12-31$4,873,374,362
Value of total assets at beginning of year2018-12-31$5,276,119,216
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,543,891
Total interest from all sources2018-12-31$4,047,765
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$98,892,261
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$50,694,531
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,500,000
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$172,595,767
Participant contributions at end of year2018-12-31$82,151,460
Participant contributions at beginning of year2018-12-31$81,258,479
Participant contributions at end of year2018-12-31$2,224
Participant contributions at beginning of year2018-12-31$4,800
Assets. Other investments not covered elsewhere at end of year2018-12-31$4,519,296
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$4,820,651
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$101,171,226
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$7,958
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$1,539,164
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$174,732
Other income not declared elsewhere2018-12-31$145,075
Administrative expenses (other) incurred2018-12-31$1,543,891
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-404,109,286
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,871,835,198
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,275,944,484
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$811,128,432
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,843,945,305
Value of interest in pooled separate accounts at end of year2018-12-31$59,228,548
Value of interest in pooled separate accounts at beginning of year2018-12-31$66,547,575
Interest on participant loans2018-12-31$3,874,083
Value of interest in common/collective trusts at end of year2018-12-31$2,247,512,380
Value of interest in common/collective trusts at beginning of year2018-12-31$1,354,400,966
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$24,950,916
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$21,746,432
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$21,746,432
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$173,682
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-83,018,959
Net investment gain/loss from pooled separate accounts2018-12-31$412,287
Net investment gain or loss from common/collective trusts2018-12-31$-118,962,140
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 plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$1,538,098,915
Assets. Invements in employer securities at beginning of year2018-12-31$1,838,515,641
Contributions received in cash from employer2018-12-31$149,804,818
Employer contributions (assets) at end of year2018-12-31$42,138,623
Employer contributions (assets) at beginning of year2018-12-31$13,989,539
Income. Dividends from common stock2018-12-31$48,197,730
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$617,619,114
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$63,643,568
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$50,889,828
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$591,664,445
Aggregate carrying amount (costs) on sale of assets2018-12-31$545,281,255
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31ERNST & YOUNG LLP
Accountancy firm EIN2018-12-31346565596
2017 : PHILLIPS 66 SAVINGS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$250,386,372
Total unrealized appreciation/depreciation of assets2017-12-31$250,386,372
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$174,732
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,100,865,299
Total loss/gain on sale of assets2017-12-31$8,595,797
Total of all expenses incurred2017-12-31$464,833,702
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$462,616,904
Expenses. Certain deemed distributions of participant loans2017-12-31$82,912
Value of total corrective distributions2017-12-31$789,153
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$364,950,486
Value of total assets at end of year2017-12-31$5,276,119,216
Value of total assets at beginning of year2017-12-31$4,639,912,887
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,344,733
Total interest from all sources2017-12-31$3,871,626
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$100,960,297
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$49,741,544
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,500,000
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$167,165,293
Participant contributions at end of year2017-12-31$81,258,479
Participant contributions at beginning of year2017-12-31$79,603,140
Participant contributions at end of year2017-12-31$4,800
Participant contributions at beginning of year2017-12-31$2,397
Assets. Other investments not covered elsewhere at end of year2017-12-31$4,820,651
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$4,927,939
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$98,813,639
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$7,559
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$174,868
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$174,732
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$63,246
Administrative expenses (other) incurred2017-12-31$1,344,733
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
Value of net income/loss2017-12-31$636,031,597
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,275,944,484
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,639,912,887
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,843,945,305
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,464,567,178
Value of interest in pooled separate accounts at end of year2017-12-31$66,547,575
Value of interest in pooled separate accounts at beginning of year2017-12-31$68,653,102
Interest on participant loans2017-12-31$3,472,989
Value of interest in common/collective trusts at end of year2017-12-31$1,354,400,966
Value of interest in common/collective trusts at beginning of year2017-12-31$1,082,673,181
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$21,746,432
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$22,726,544
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$22,726,544
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$398,637
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$237,247,900
Net investment gain/loss from pooled separate accounts2017-12-31$1,219,894
Net investment gain or loss from common/collective trusts2017-12-31$133,569,681
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$1,838,515,641
Assets. Invements in employer securities at beginning of year2017-12-31$1,858,401,130
Contributions received in cash from employer2017-12-31$98,971,554
Employer contributions (assets) at end of year2017-12-31$13,989,539
Employer contributions (assets) at beginning of year2017-12-31$14,350,097
Income. Dividends from common stock2017-12-31$51,218,753
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$462,609,345
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$50,889,828
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$43,833,311
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$217,103,530
Aggregate carrying amount (costs) on sale of assets2017-12-31$208,507,733
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31ERNST & YOUNG LLP
Accountancy firm EIN2017-12-31346565596
2016 : PHILLIPS 66 SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$113,165,193
Total unrealized appreciation/depreciation of assets2016-12-31$113,165,193
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
Total income from all sources (including contributions)2016-12-31$661,353,961
Total loss/gain on sale of assets2016-12-31$636,393
Total of all expenses incurred2016-12-31$365,908,962
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$363,227,977
Expenses. Certain deemed distributions of participant loans2016-12-31$176,112
Value of total corrective distributions2016-12-31$1,255,708
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$318,595,979
Value of total assets at end of year2016-12-31$4,639,912,887
Value of total assets at beginning of year2016-12-31$4,344,467,888
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,249,165
Total interest from all sources2016-12-31$3,655,762
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$90,684,451
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$41,101,052
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,500,000
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$162,129,762
Participant contributions at end of year2016-12-31$79,603,140
Participant contributions at beginning of year2016-12-31$78,533,775
Participant contributions at end of year2016-12-31$2,397
Participant contributions at beginning of year2016-12-31$993
Assets. Other investments not covered elsewhere at end of year2016-12-31$4,927,939
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$24,285
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$59,278,734
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$2,591
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$174,868
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$1,089,744
Other income not declared elsewhere2016-12-31$55,230
Administrative expenses (other) incurred2016-12-31$1,249,165
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
Value of net income/loss2016-12-31$295,444,999
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,639,912,887
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,344,467,888
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,464,567,178
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,415,948,045
Value of interest in pooled separate accounts at end of year2016-12-31$68,653,102
Value of interest in pooled separate accounts at beginning of year2016-12-31$73,512,720
Interest on participant loans2016-12-31$3,255,154
Value of interest in common/collective trusts at end of year2016-12-31$1,082,673,181
Value of interest in common/collective trusts at beginning of year2016-12-31$939,291,974
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$22,726,544
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$24,947,438
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$24,947,438
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$400,608
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$77,879,614
Net investment gain/loss from pooled separate accounts2016-12-31$1,210,170
Net investment gain or loss from common/collective trusts2016-12-31$55,471,169
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$1,858,401,130
Assets. Invements in employer securities at beginning of year2016-12-31$1,776,849,570
Contributions received in cash from employer2016-12-31$97,187,483
Employer contributions (assets) at end of year2016-12-31$14,350,097
Employer contributions (assets) at beginning of year2016-12-31$34,269,344
Income. Dividends from common stock2016-12-31$49,583,399
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$363,225,386
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$43,833,311
Assets. Corporate common stocks other than exployer securities 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$366,709,134
Aggregate carrying amount (costs) on sale of assets2016-12-31$366,072,741
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31ERNST & YOUNG LLP
Accountancy firm EIN2016-12-31346565596
2015 : PHILLIPS 66 SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-122,846,595
Total unrealized appreciation/depreciation of assets2015-12-31$-122,846,595
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
Total income from all sources (including contributions)2015-12-31$347,059,123
Total loss/gain on sale of assets2015-12-31$26,812,532
Total of all expenses incurred2015-12-31$429,908,210
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$427,403,168
Expenses. Certain deemed distributions of participant loans2015-12-31$343,703
Value of total corrective distributions2015-12-31$1,026,471
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$377,015,050
Value of total assets at end of year2015-12-31$4,344,467,888
Value of total assets at beginning of year2015-12-31$4,427,316,975
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,134,868
Total interest from all sources2015-12-31$3,216,185
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$115,866,363
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$43,985,927
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,500,000
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$153,337,057
Participant contributions at end of year2015-12-31$78,533,775
Participant contributions at beginning of year2015-12-31$76,966,346
Participant contributions at end of year2015-12-31$993
Participant contributions at beginning of year2015-12-31$1,978,406
Assets. Other investments not covered elsewhere at end of year2015-12-31$24,285
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$52,787
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$91,036,716
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$50,592
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$1,089,744
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$71,736
Other income not declared elsewhere2015-12-31$211,958
Administrative expenses (other) incurred2015-12-31$1,134,868
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-82,849,087
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,344,467,888
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,427,316,975
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,415,948,045
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,292,498,901
Value of interest in pooled separate accounts at end of year2015-12-31$73,512,720
Value of interest in pooled separate accounts at beginning of year2015-12-31$101,830,214
Interest on participant loans2015-12-31$3,121,152
Interest earned on other investments2015-12-31$92
Value of interest in common/collective trusts at end of year2015-12-31$939,291,974
Value of interest in common/collective trusts at beginning of year2015-12-31$771,240,494
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$24,947,438
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$8,281,936
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$8,281,936
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$94,941
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-48,391,046
Net investment gain/loss from pooled separate accounts2015-12-31$279,764
Net investment gain or loss from common/collective trusts2015-12-31$-5,105,088
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$1,776,849,570
Assets. Invements in employer securities at beginning of year2015-12-31$2,147,530,102
Contributions received in cash from employer2015-12-31$132,641,277
Employer contributions (assets) at end of year2015-12-31$34,269,344
Employer contributions (assets) at beginning of year2015-12-31$26,866,053
Income. Dividends from common stock2015-12-31$71,880,436
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$427,352,576
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$583,072,155
Aggregate carrying amount (costs) on sale of assets2015-12-31$556,259,623
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31ERNST & YOUNG LLP
Accountancy firm EIN2015-12-31346565596
2014 : PHILLIPS 66 SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-117,028,852
Total unrealized appreciation/depreciation of assets2014-12-31$-117,028,852
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
Total income from all sources (including contributions)2014-12-31$441,773,947
Total loss/gain on sale of assets2014-12-31$13,212,924
Total of all expenses incurred2014-12-31$448,333,889
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$446,369,227
Expenses. Certain deemed distributions of participant loans2014-12-31$310,612
Value of total corrective distributions2014-12-31$1,315,415
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$333,003,815
Value of total assets at end of year2014-12-31$4,427,316,975
Value of total assets at beginning of year2014-12-31$4,433,876,917
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$338,635
Total interest from all sources2014-12-31$3,173,246
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$120,225,494
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$46,437,947
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$146,703,049
Participant contributions at end of year2014-12-31$76,966,346
Participant contributions at beginning of year2014-12-31$77,837,313
Participant contributions at end of year2014-12-31$1,978,406
Participant contributions at beginning of year2014-12-31$1,875,467
Assets. Other investments not covered elsewhere at end of year2014-12-31$52,787
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$42,744
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$71,647,466
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$2,034
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$71,736
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$4,592,399
Other income not declared elsewhere2014-12-31$112,081
Administrative expenses (other) incurred2014-12-31$338,635
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-6,559,942
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,427,316,975
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,433,876,917
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,292,498,901
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,475,090,168
Value of interest in pooled separate accounts at end of year2014-12-31$101,830,214
Value of interest in pooled separate accounts at beginning of year2014-12-31$103,168,524
Interest on participant loans2014-12-31$2,962,522
Interest earned on other investments2014-12-31$1,335
Value of interest in common/collective trusts at end of year2014-12-31$771,240,494
Value of interest in common/collective trusts at beginning of year2014-12-31$273,909,765
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$8,281,936
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$26,538,046
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$26,538,046
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$209,389
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$67,206,098
Net investment gain/loss from pooled separate accounts2014-12-31$2,574,540
Net investment gain or loss from common/collective trusts2014-12-31$19,294,601
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$2,147,530,102
Assets. Invements in employer securities at beginning of year2014-12-31$2,439,344,483
Contributions received in cash from employer2014-12-31$114,653,300
Employer contributions (assets) at end of year2014-12-31$26,866,053
Employer contributions (assets) at beginning of year2014-12-31$31,478,008
Income. Dividends from common stock2014-12-31$73,787,547
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$446,367,193
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$540,264,594
Aggregate carrying amount (costs) on sale of assets2014-12-31$527,051,670
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31ERNST & YOUNG LLP
Accountancy firm EIN2014-12-31346565596
2013 : PHILLIPS 66 SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$578,434,358
Total unrealized appreciation/depreciation of assets2013-12-31$578,434,358
Total transfer of assets to this plan2013-12-31$37,341
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
Total income from all sources (including contributions)2013-12-31$1,247,758,014
Total loss/gain on sale of assets2013-12-31$60,221,645
Total of all expenses incurred2013-12-31$382,940,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$378,671,548
Expenses. Certain deemed distributions of participant loans2013-12-31$866,334
Value of total corrective distributions2013-12-31$3,119,036
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$294,565,777
Value of total assets at end of year2013-12-31$4,433,876,917
Value of total assets at beginning of year2013-12-31$3,569,022,019
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$283,539
Total interest from all sources2013-12-31$2,503,651
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$111,798,731
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$41,372,868
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,500,000
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$139,268,581
Participant contributions at end of year2013-12-31$77,837,313
Participant contributions at beginning of year2013-12-31$76,408,592
Participant contributions at end of year2013-12-31$1,875,467
Participant contributions at beginning of year2013-12-31$1,817,318
Assets. Other investments not covered elsewhere at end of year2013-12-31$42,744
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$39,666
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$46,763,832
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$20,264
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$4,592,399
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$137,890
Administrative expenses (other) incurred2013-12-31$283,539
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
Value of net income/loss2013-12-31$864,817,557
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,433,876,917
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,569,022,019
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,475,090,168
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,091,462,050
Value of interest in pooled separate accounts at end of year2013-12-31$103,168,524
Value of interest in pooled separate accounts at beginning of year2013-12-31$52,994,500
Interest on participant loans2013-12-31$2,756,786
Interest earned on other investments2013-12-31$-408
Value of interest in common/collective trusts at end of year2013-12-31$273,909,765
Value of interest in common/collective trusts at beginning of year2013-12-31$245,738,137
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$26,538,046
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$61,126,670
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$61,126,670
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$-252,727
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$203,696,332
Net investment gain/loss from pooled separate accounts2013-12-31$-985,334
Net investment gain or loss from common/collective trusts2013-12-31$-2,615,036
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$2,439,344,483
Assets. Invements in employer securities at beginning of year2013-12-31$2,038,666,697
Contributions received in cash from employer2013-12-31$108,533,364
Employer contributions (assets) at end of year2013-12-31$31,478,008
Employer contributions (assets) at beginning of year2013-12-31$768,389
Income. Dividends from common stock2013-12-31$70,425,863
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$378,651,284
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$558,622,603
Aggregate carrying amount (costs) on sale of assets2013-12-31$498,400,958
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31ERNST & YOUNG LLP
Accountancy firm EIN2013-12-31346565596
2012 : PHILLIPS 66 SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$331,645,798
Total unrealized appreciation/depreciation of assets2012-12-31$331,645,798
Total transfer of assets to this plan2012-12-31$2,906,883,506
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$816,337,873
Total loss/gain on sale of assets2012-12-31$91,550,679
Total of all expenses incurred2012-12-31$154,199,360
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$153,976,404
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$263,990,870
Value of total assets at end of year2012-12-31$3,569,022,019
Value of total assets at beginning of year2012-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$222,956
Total interest from all sources2012-12-31$2,519,156
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$73,912,551
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$24,840,236
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,500,000
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$87,383,459
Participant contributions at end of year2012-12-31$76,408,592
Participant contributions at beginning of year2012-12-31$0
Participant contributions at end of year2012-12-31$1,817,318
Participant contributions at beginning of year2012-12-31$0
Assets. Other investments not covered elsewhere at end of year2012-12-31$39,666
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$20,074,681
Other income not declared elsewhere2012-12-31$27,972
Administrative expenses (other) incurred2012-12-31$222,956
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
Income. Non cash contributions2012-12-31$146,128,626
Value of net income/loss2012-12-31$662,138,513
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,569,022,019
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$0
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$1,091,462,050
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$0
Value of interest in pooled separate accounts at end of year2012-12-31$52,994,500
Value of interest in pooled separate accounts at beginning of year2012-12-31$0
Interest on participant loans2012-12-31$1,717,149
Interest earned on other investments2012-12-31$2,659
Value of interest in common/collective trusts at end of year2012-12-31$245,738,137
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$61,126,670
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$799,348
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$32,660,003
Net investment gain/loss from pooled separate accounts2012-12-31$3,553,427
Net investment gain or loss from common/collective trusts2012-12-31$16,477,417
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$2,038,666,697
Assets. Invements in employer securities at beginning of year2012-12-31$0
Contributions received in cash from employer2012-12-31$10,404,104
Employer contributions (assets) at end of year2012-12-31$768,389
Employer contributions (assets) at beginning of year2012-12-31$0
Income. Dividends from common stock2012-12-31$49,072,315
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$153,976,404
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$286,999,895
Aggregate carrying amount (costs) on sale of assets2012-12-31$195,449,216
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 plan2012-12-31Unqualified
Accountancy firm name2012-12-31ERNST & YOUNG LLP
Accountancy firm EIN2012-12-31346565596

Form 5500 Responses for PHILLIPS 66 SAVINGS PLAN

2022: PHILLIPS 66 SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PHILLIPS 66 SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PHILLIPS 66 SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PHILLIPS 66 SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PHILLIPS 66 SAVINGS 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 planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PHILLIPS 66 SAVINGS 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 planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PHILLIPS 66 SAVINGS 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 planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PHILLIPS 66 SAVINGS 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 planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PHILLIPS 66 SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
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 planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PHILLIPS 66 SAVINGS 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 planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PHILLIPS 66 SAVINGS PLAN 2012 form 5500 responses
2012-05-01Type of plan entitySingle employer plan
2012-05-01First time form 5500 has been submittedYes
2012-05-01Submission has been amendedNo
2012-05-01This submission is the final filingNo
2012-05-01This return/report is a short plan year return/report (less than 12 months)Yes
2012-05-01Plan is a collectively bargained planNo
2012-05-01Plan funding arrangement – InsuranceYes
2012-05-01Plan funding arrangement – TrustYes
2012-05-01Plan benefit arrangement – InsuranceYes
2012-05-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSGIC 20066
Policy instance 1
Insurance contract or identification numberSGIC 20066
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-06-27
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSGIC 20066
Policy instance 1
Insurance contract or identification numberSGIC 20066
Number of Individuals Covered2471
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSGIC 20066
Policy instance 1
Insurance contract or identification numberSGIC 20066
Number of Individuals Covered2650
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker name
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA29033
Policy instance 2
Insurance contract or identification numberGA29033
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSGIC 20066
Policy instance 1
Insurance contract or identification numberSGIC 20066
Number of Individuals Covered2852
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSAGIC 20066
Policy instance 2
Insurance contract or identification numberSAGIC 20066
Number of Individuals Covered2779
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA29033
Policy instance 1
Insurance contract or identification numberGA29033
Number of Individuals Covered2779
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSAGIC 20066
Policy instance 2
Insurance contract or identification numberSAGIC 20066
Number of Individuals Covered2976
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA29033
Policy instance 1
Insurance contract or identification numberGA29033
Number of Individuals Covered2976
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA29033
Policy instance 1
Insurance contract or identification numberGA29033
Number of Individuals Covered2956
Insurance policy start date2012-05-05
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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