# Chevron Phillips Chemical Company LP Health & Welfare Plan
Source: https://planprovider.pro/companies/chevron-phillips-chemical-company-lp-731587712-501

> Chevron Phillips Chemical Company LP's Health & Welfare plan: 4,939 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Chevron Phillips Chemical Company LP

- **Sponsor EIN:** 731587712

- **Sponsor Address:** 9500 LAKESIDE BLVD., THE WOODLANDS, TX, 773810000

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 4,939

- **Total Assets:** $30.4M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|4,939|$30.4M|$73.2M|$18.3M|

| 2023|4,615|$31.8M|$71.8M|$20.0M|

| 2022|4,314|$22.0M|$60.3M|$19.2M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| BLUE CROSS AND BLUE SHIELD OF TEXAS|Other Service Provider|$3,524,129|—|$3,524,129|

| ALIGHT HOLDING COMPANY LLC|Recordkeeper|$632,647|—|$632,647|

| CVS PHARMACY, INC.|Other Service Provider|$505,051|—|$505,051|

| AETNA LIFE INSURANCE COMPANY|Other Service Provider|$499,228|—|$499,228|

| MERCER HR SERVICES, LLC|Other Service Provider|$410,614|—|$410,614|

| HEALTH ADVOCATE SOLUTIONS, INC.|Other Service Provider|$298,239|—|$298,239|

| ACTIVE HEALTH MANAGEMENT|Other Service Provider|$199,108|—|$199,108|

| PRUDENT RX LLC|Other Service Provider|$177,169|—|$177,169|

| RXSS SAVING SOLUTIONS|Other Service Provider|$130,943|—|$130,943|

| BNF US TAX OPS|Other Service Provider|$106,000|—|$106,000|

| INSPIRA FINANCIAL HEALTH, INC.|Other Service Provider|$101,136|—|$101,136|

| BNY MELLON TRUST COMPANY|Other Service Provider|$50,000|—|$50,000|

| FIDELITY INVESTMENTS INSTITUTIONAL|Recordkeeper|$46,494|—|$46,494|

| WEAVER & TIDWELL, LLP|Auditor|$45,885|—|$45,885|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ALIGHT HOLDING COMPANY LLC](https://planprovider.pro/provider/alight-solutions) — Recordkeeper

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — Recordkeeper

- [WEAVER & TIDWELL, LLP](https://planprovider.pro/provider/weaver-and-tidwell-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $6,726,643

- **Estimated Expense Ratio:** 22.115% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$6,726,643|—|$6,584,264|$45,885|—|

| 2023|$5,854,965|—|$5,691,743|$45,011|—|

| 2022|$4,555,126|$77,901|$4,425,526|—|$51,699|

## Similar Plans

- [Westlake Management Services, INC.](https://planprovider.pro/companies/westlake-management-services-inc-401k-plan) — 10,686 participants

- [Westlake Management Services, INC.](https://planprovider.pro/companies/westlake-management-services-inc-760321065-501) — 10,420 participants

- [Chevron Phillips Chemical Company LP](https://planprovider.pro/companies/chevron-phillips-chemical-company-lp-401k-plan) — 4,981 participants

- [Celanese Americas, LLC.](https://planprovider.pro/companies/celanese-americas-llc-221862783-501) — 4,198 participants

- [Celanese Americas LLC](https://planprovider.pro/companies/celanese-americas-llc-401k-plan) — 2,928 participants

- [Nouryon Chemicals LLC](https://planprovider.pro/companies/nouryon-chemicals-llc-831177040-506) — 1,279 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/chevron-phillips-chemical-company-lp-731587712-501)

© 2026 PlanProvider.Pro