Department of Labor filing

PHILLIPS PACIFIC INSURANCE SERVICES, INC. DBA TCIG PACIFIC INSURANCE S

TCIG 401K AND PROFIT SHARING PLAN · For the plan year ended Dec 31, 2025

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Public filing 2025 · received Jul 17, 2026Verified current terms Not available

Plan summary

What matters most

This plan has an employer contribution that still needs verification and vesting that still needs verification. Reported employer contributions are around the middle of comparable plans.

51Fair plan health
high confidence
See what drives the plan health score
Employer contributions versus peers43/10030% of the full model
Lower reported administrative cost16/10020% of the full model
Active-participant trend50/10010% of the full model
Net-asset trend50/10010% of the full model
Reported compliance signals100/10010% of the full model
Filing completeness100/10010% of the full model

Published only when at least four measures and half of the model weight are available. Missing information is excluded rather than scored as zero.

04 · Fees and expensesOfficial filing detail

01 Interest income on notes receivable from participants 2,255 Other additions 29 Total additions 1,177,645 Deductions Distributions to participants or their beneficiaries 838,321 Administrative expenses 1,480 Total deductions 839,801 Transfer from Marathon Oil Company Thrift Plan 793,794 Net increase 1,131,638 Net assets available for benefits Beginning of year 6,708,393 End of year $ 7,840,031 See Notes to Financial Statements.

09 · Employer contribution vs. peers43th percentile

Up 0.0% over the filing history shown.

What still needs verification

vesting, investment choices, eligibility, automatic enrollment, Roth availability. These items stay out of the summary until a dated source confirms them.

What this tells you: company-wide scale, reported employer support, participation activity, visible administrative cost, and historical direction.

Keep in mind: public filings do not show employee investment returns. Scores use only available measures; missing information lowers confidence, never the score. Current match, vesting, eligibility, investments, and employee-paid fees still require a current plan document.

Filing comparison · 202535out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions43rd percentileTypical peer $3,117 · based on 21,825 comparable plans
Lower reported administrative expense16th percentileTypical peer $105 · based on 18,019 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

Peer-group method: industry size. The comparison used the most specific peer group with enough valid filings.

The short version

What employees should know

For the year ended Dec 31, 2025, PHILLIPS PACIFIC INSURANCE SERVICES, INC. DBA TCIG PACIFIC INSURANCE S reported $23,669 in employer contributions across this plan, or $2,630 per active participant. This is the best company-wide filing average available—not a promise of what any one employee receives.

People actively participating9

Up 0.0% across the filing years shown. The filing does not report every employee who was eligible.

Employer money over timeUp 0.0%

Change in employer contributions per active participant.

Plan costs over timeUp 0.0%

Change in reported administrative cost per participant. Fund expenses may be separate.

Peer comparison35/100

Compared with similarly sized plans in the same industry.

What this public record cannot answer

For the current match, vesting rules, eligibility, employee fees, and investment choices, we need a recent plan document. We leave those details blank until we have one.

Money and scale

Contributions, assets, and expenses

These are plan-wide totals. They are not individual account balances.

Employer contributions
$23,669
$2,630 per active participant
Participant contributions
$57,979
Other contributions
$0
Amounts not classified as employer or participant contributions
Employer share of contributions
29.0%
Active participants
9
Small plan
Total participants
9
9 at the beginning of the year
Ending assets
$698,756
$77,640 per participant
Net-asset change
Up 0.0%
Not the same as investment performance
Beginning net assets
$542,343
Ending net assets
$698,756
Beginning liabilities
$0
Ending liabilities
$0
Total income
$162,247
Total expenses
$5,834
Administrative expenses
$5,834
$648 per active participant
Participant loans
Not reported
Not reported of plan assets

Three-year filing history

How the reported figures changed

Each chart uses the selected public filing for that year. Missing values remain blank rather than becoming zero.

Employer money per active participant
2025
$2,630
Administrative cost per participant
2025
$648
Active participants
2025
9
Total plan assets
2025
$698,756
Participant loans as a share of assets
2025
Not reported
Detailed filing history
Plan yearEmployer money per active participantActive participantsPlan assets
2025$2,6309698.8K

Changes in plan assets are not the same as investment performance.

Plan health

Operational signals worth checking

Participant loans as a share of plan assets
Not reported
Independent accountant’s opinion
Not stated in the filing
Late participant contributions reported
Not reportedA “yes” needs context and is not, by itself, proof of wrongdoing.
Loan defaults reported
Not reported
Lease defaults reported
Not reportedOnly a small number of filings report these events.
Nonexempt transactions reported
Not reported
Public plan identifier
824374190-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
1
Plan effective date
Jan 1, 2023
Industry
Finance and insurance
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2J2K2F2G3D

Company filings

What the company has told the SEC about this plan

We found these passages in official company filings. They may help explain the plan, but we do not treat them as current benefits until the wording and date have been checked.

10-K · report period Dec 31, 2025QUANTA SERVICES, INC. — 10-K filed 2026-02-19
Official filing · details not yet checked
What it says about employer contributions

le U.S. employees who are not provided retirement benefits through a collective bargaining agreement may make contributions through payroll deductions and to which we make certain matching contributions. Ethics and Compliance All of our employees are subject to Quanta’s Code of Conduct, which addresses compliance with applicable laws and Quanta’s policies concerning, among other things, general business ethics, competition, anti-corruption and bribery, environmental protection, conflicts of interest, harassment and discrimination, data security and privacy, and insider trading. Quanta’s Code of Conduct also informs employees and third parties (such as suppliers, subcontractors and members of the public) about the resources and confidential reporting mechanisms available to detect, prevent

What it says about vesting

law. Quanta may also make discretionary employer contributions to such plan. Matching contributions vest immediately, and discretionary employer contributions may be subject to a vesting schedule determined at the time of the contribution, provided that vesting accelerates upon a change in control or the participant’s death or retirement. All matching and discretionary employer contributions, whether vested or not, are forfeited upon a participant’s termination of employment for cause or upon the participant engaging in competition with Quanta or any of its affiliates. As of December 31, 2025 and 2024, the liability related to deferred cash compensation under these plans, including amounts contributed by Quanta, was $ 126.1 million and $ 110.2 million, the majority of which was included i

What it says about fees

2 20.1 % Gross profit 4,275,081 15.0 3,510,761 14.8 764,320 21.8 % Equity in earnings of integral unconsolidated affiliates 55,635 0.2 50,484 0.2 5,151 10.2 % Selling, general and administrative expenses (2,189,209) (7.7) (1,824,754) (7.7) (364,455) 20.0 % Amortization of intangible assets (498,795) (1.7) (382,959) (1.6) (115,836) 30.2 % Increase in fair value of contingent consideration liabilities (31,203) (0.1) (7,064) — (24,139) 341.7 % Operating income 1,611,509 5.7 1,346,468 5.7 265,041 19.7 % Interest and other financing expenses (261,445) (1.0) (202,687) (0.9) (58,758) 29.0 % Interest income 15,702 0.1 32,404 0.1 (16,702) (51.5) % Other income, net 23,739 0.1 35,845 0.2 (12,106) (33.8) % Income before income taxes 1,389,505 4.9 1,212,030 5.1 177,475 14.6 % Provision for income taxe

11-K · report period Dec 31, 2025CONOCOPHILLIPS — 11-K filed 2026-06-24
Official filing · details not yet checked
What it says about vesting

tly to each participant’s account on a quarterly basis. The benefit to which a participant is entitled is the balance in the participant’s vested account. Vesting Participants are immediately vested in their own contributions, company match and discretionary contributions. Participants in the CRC are 100 % vested after three years of service with the Company. 6 Voting Rights As a beneficial owner of ConocoPhillips Stock, Plan participants and beneficiaries are entitled to direct the trustee to vote the ConocoPhillips Stock attributable to their accounts. Diversification Generally, participants may make unlimited exchanges out of any investment fund in any dollar amount, whole percentages, or shares of their account to another investment fund subject to the exchange rules of the Plan. In ad

What it says about fees

01 Interest income on notes receivable from participants 2,255 Other additions 29 Total additions 1,177,645 Deductions Distributions to participants or their beneficiaries 838,321 Administrative expenses 1,480 Total deductions 839,801 Transfer from Marathon Oil Company Thrift Plan 793,794 Net increase 1,131,638 Net assets available for benefits Beginning of year 6,708,393 End of year $ 7,840,031 See Notes to Financial Statements. 5 Notes to Financial Statements ConocoPhillips Savings Plan Note 1-- Plan Description The following description of the ConocoPhillips Savings Plan (Plan) is as of December 31, 2025 and provides only general information. Participants should refer to the Plan document for a more complete description of the Plan’s provisions. General The Plan is a defined contributio

Current plan terms

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Filing evidence

Open the selected public records

We use the latest valid received filing for each year after resolving amendments and duplicate records. Open the source to check the original filing.

Filing ACK_ID20260717080227NAL0007807522001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗