Form 5500 · Employee benefit plan · HOUSTON, TX
PHILLIPS 66 COMPANY
The filing calls this plan PHILLIPS 66 GROUP LIFE INSURANCE PLAN.
PHILLIPS 66 COMPANY of HOUSTON, TX is a 12,462-participant manufacturing employer whose group benefits are disclosed in its annual Form 5500 filing. Coverage is written through CONTINENTAL AMERICAN INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 37-1652702 · plan 502 · plan year 2024, filed Oct 10, 2025
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How this plan is funded
Funding not settled by the filing
The filing does not report enough to settle how this plan pays for benefits.
Benefits declared on this filing
Also declared: other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
All 2 insured contracts are life coverage, split across CONTINENTAL AMERICAN INSURANCE COMPANY and ZURICH AMERICAN INSURANCE COMPANY.
Reported premium is $12,260,494; the filing discloses no broker commission on these contracts.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
No broker of record is named on the Schedule A. The contracts may be written directly with the carrier, or the broker fields were left blank on the filing.
Two carriers split the book: CONTINENTAL AMERICAN INSURANCE COMPANY and ZURICH AMERICAN INSURANCE COMPANY.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| CONTINENTAL AMERICAN INSURANCE COMPANY | Life | 12,065 | Jan 1, 2025 | $12,251,922 | $0 |
| ZURICH AMERICAN INSURANCE COMPANY | — | 367 | Jan 1, 2025 | $8,572 | $0 |
Premium and claims on these contracts
CONTINENTAL AMERICAN INSURANCE COMPANY, contract GLD0001066. For the contract year on this filing, the carrier reported $12,251,922 in premium earned and $0 in claims incurred. Dividing one by the other gives 0%.
ZURICH AMERICAN INSURANCE COMPANY, contract MCB 0284886. For the contract year on this filing, the carrier reported $8,572 in premium earned and $0 in claims incurred. Dividing one by the other gives 0%.
- CONTINENTAL AMERICAN INSURANCE COMPANY, contract GLD0001066 reported $0 in retention.
- ZURICH AMERICAN INSURANCE COMPANY, contract MCB 0284886 reported $0 in retention.
Retention is what the carrier kept of the premium after claims, as reported: administration, commissions and other charges.
Only experience-rated contracts report these figures, so most filings leave them blank.
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Reported to OSHA
Reported to OSHA for 2025: 2,684 employees, 2 recordable cases, 90 days away from work.
Source: OSHA Injury Tracking Application establishment data, 2025.
Other plans filed by this employer
How this plan compares
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