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| Plan Name | LEGACY OFFSHORE, L.L.C. 401(K) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | LEGACY OFFSHORE, LLC |
| Employer identification number (EIN): | 300450130 |
| NAIC Classification: | 238900 |
Additional information about LEGACY OFFSHORE, LLC
| Jurisdiction of Incorporation: | Texas Secretary of State |
| Incorporation Date: | 2008-08-18 |
| Company Identification Number: | 0801018553 |
| Legal Registered Office Address: |
1122 HIGHBORNE CAY CT TEXAS CITY United States of America (USA) 77590 |
More information about LEGACY OFFSHORE, LLC
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2018-01-01 | LOUIS SCHAEFER | 2018-08-06 | ||
| 001 | 2017-01-01 | LOUIS SCHAEFER | 2018-08-06 | ||
| 001 | 2016-01-01 | KAREN STRIPLING | 2017-10-11 | ||
| 001 | 2015-01-01 | AMY SANFORD | 2016-10-19 | ||
| 001 | 2014-01-01 | AMY SANFORD | 2015-10-13 | CHARLES ZAMORA | 2015-10-13 |
| 001 | 2013-01-01 | AMY SOLIS | |||
| 001 | 2012-01-01 | AMY SOLIS | 2013-10-14 | AMY SOLIS | 2013-10-14 |
| 001 | 2011-01-01 | AMY SANFORD | |||
| 001 | 2010-01-01 | JERRY LOWRIMORE |
| Measure | Date | Value |
|---|---|---|
| 2013: LEGACY OFFSHORE, L.L.C. 401(K) PLAN 2013 401k membership | ||
| Total participants, beginning-of-year | 2013-01-01 | 91 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 102 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 7 |
| Total of all active and inactive participants | 2013-01-01 | 110 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 110 |
| Number of participants with account balances | 2013-01-01 | 28 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: LEGACY OFFSHORE, L.L.C. 401(K) PLAN 2012 401k membership | ||
| Total participants, beginning-of-year | 2012-01-01 | 82 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 56 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 7 |
| Total of all active and inactive participants | 2012-01-01 | 63 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 63 |
| Number of participants with account balances | 2012-01-01 | 23 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: LEGACY OFFSHORE, L.L.C. 401(K) PLAN 2011 401k membership | ||
| Total participants, beginning-of-year | 2011-01-01 | 104 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 80 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 12 |
| Total of all active and inactive participants | 2011-01-01 | 95 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 95 |
| Number of participants with account balances | 2011-01-01 | 28 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: LEGACY OFFSHORE, L.L.C. 401(K) PLAN 2010 401k membership | ||
| Total participants, beginning-of-year | 2010-01-01 | 142 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 97 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 6 |
| Total of all active and inactive participants | 2010-01-01 | 103 |
| Total participants | 2010-01-01 | 103 |
| Number of participants with account balances | 2010-01-01 | 27 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 3 |
| Measure | Date | Value |
|---|---|---|
| 2013 : LEGACY OFFSHORE, L.L.C. 401(K) PLAN 2013 401k financial data | ||
| Total income from all sources | 2013-12-31 | $170,736 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $24,046 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $23,034 |
| Total plan assets at end of year | 2013-12-31 | $700,731 |
| Total plan assets at beginning of year | 2013-12-31 | $554,041 |
| Value of fidelity bond covering the plan | 2013-12-31 | $10,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $64,868 |
| Other income received | 2013-12-31 | $105,868 |
| Net income (gross income less expenses) | 2013-12-31 | $146,690 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $700,731 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $554,041 |
| Assets. Value of participant loans | 2013-12-31 | $17,388 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $17 |
| Value of corrective distributions | 2013-12-31 | $711 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $284 |
| 2012 : LEGACY OFFSHORE, L.L.C. 401(K) PLAN 2012 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
| 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 | $108,379 |
| Total loss/gain on sale of assets | 2012-12-31 | $0 |
| Total of all expenses incurred | 2012-12-31 | $119,101 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $118,628 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $35,013 |
| Value of total assets at end of year | 2012-12-31 | $554,041 |
| Value of total assets at beginning of year | 2012-12-31 | $564,763 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $473 |
| Total interest from all sources | 2012-12-31 | $705 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $56,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $35,013 |
| Participant contributions at end of year | 2012-12-31 | $24,025 |
| Participant contributions at beginning of year | 2012-12-31 | $2,396 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $-10,722 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $554,041 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $564,763 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $527,619 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $554,207 |
| Interest on participant loans | 2012-12-31 | $705 |
| Value of interest in common/collective trusts at end of year | 2012-12-31 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $8,160 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $2,397 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $72,661 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $118,628 |
| Contract administrator fees | 2012-12-31 | $473 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
| Accountancy firm name | 2012-12-31 | THIBODAUX HEBERT DESHOTELS LEBLANC |
| Accountancy firm EIN | 2012-12-31 | 208102502 |
| 2011 : LEGACY OFFSHORE, L.L.C. 401(K) PLAN 2011 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total income from all sources (including contributions) | 2011-12-31 | $164,196 |
| Total loss/gain on sale of assets | 2011-12-31 | $0 |
| Total of all expenses incurred | 2011-12-31 | $130,522 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $94,295 |
| Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $35,590 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $201,448 |
| Value of total assets at end of year | 2011-12-31 | $564,763 |
| Value of total assets at beginning of year | 2011-12-31 | $531,089 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $637 |
| Total interest from all sources | 2011-12-31 | $73 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $10,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $104,897 |
| Participant contributions at end of year | 2011-12-31 | $2,396 |
| Participant contributions at beginning of year | 2011-12-31 | $37,581 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $96,551 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $33,674 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $564,763 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $531,089 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Investment advisory and management fees | 2011-12-31 | $637 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $554,207 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $470,672 |
| Interest on participant loans | 2011-12-31 | $73 |
| Value of interest in common/collective trusts at end of year | 2011-12-31 | $8,160 |
| Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $22,836 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-37,325 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $94,295 |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
| Accountancy firm name | 2011-12-31 | THIBODAUX HEBERT DESHOTELS LEBLANC |
| Accountancy firm EIN | 2011-12-31 | 208102502 |
| 2010 : LEGACY OFFSHORE, L.L.C. 401(K) PLAN 2010 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total income from all sources (including contributions) | 2010-12-31 | $307,855 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $24,802 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $24,469 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $257,663 |
| Value of total assets at end of year | 2010-12-31 | $531,089 |
| Value of total assets at beginning of year | 2010-12-31 | $248,036 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $333 |
| Total interest from all sources | 2010-12-31 | $43 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Administrative expenses professional fees incurred | 2010-12-31 | $333 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $10,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $102,737 |
| Participant contributions at end of year | 2010-12-31 | $37,581 |
| Participant contributions at beginning of year | 2010-12-31 | $35,590 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $154,926 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $283,053 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $531,089 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $248,036 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $470,672 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $197,186 |
| Interest on participant loans | 2010-12-31 | $43 |
| Value of interest in common/collective trusts at end of year | 2010-12-31 | $22,836 |
| Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $15,260 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $50,149 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $24,469 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
| Accountancy firm name | 2010-12-31 | THIBODAUX HEBERT DESHOTELS LEBLANC |
| Accountancy firm EIN | 2010-12-31 | 208102502 |
| 2013: LEGACY OFFSHORE, L.L.C. 401(K) PLAN 2013 form 5500 responses | ||
|---|---|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: LEGACY OFFSHORE, L.L.C. 401(K) PLAN 2012 form 5500 responses | ||
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: LEGACY OFFSHORE, L.L.C. 401(K) PLAN 2011 form 5500 responses | ||
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: LEGACY OFFSHORE, L.L.C. 401(K) PLAN 2010 form 5500 responses | ||
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) | |
| Policy contract number | GA-809752 |
| Policy instance | 1 |
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) | |
| Policy contract number | 810040 |
| Policy instance | 2 |
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) | |
| Policy contract number | GA-809752 |
| Policy instance | 1 |
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) | |
| Policy contract number | GA-809752 |
| Policy instance | 1 |
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) | |
| Policy contract number | GA-809752 |
| Policy instance | 1 |