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Plan Name | RETIREMENT PLAN FOR EMPLOYEES OF CALUMET GP, LLC REPRESENTED BY INTERNATIONAL UNION OF OPERATING ENGINEERS, AFL-CIO, LOCAL NO. 420,SUPER |
Plan identification number | 007 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
Company Name: | CALUMET GP, LLC |
Employer identification number (EIN): | 364579817 |
NAIC Classification: | 213110 |
NAIC Description: | Support Activities for Mining |
Additional information about CALUMET GP, LLC
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2012-01-09 |
Company Identification Number: | 0801532157 |
Legal Registered Office Address: |
2780 WATERFRONT PARKWAY EAST DR STE 200 INDIANAPOLIS United States of America (USA) 46214 |
More information about CALUMET GP, LLC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
007 | 2016-01-01 | CAROL HUTTON | NICK BLAUWIEKEL | 2017-10-16 | |
007 | 2015-01-01 | CAROL HUTTON | CHRIS SVOBODA | 2016-10-14 | |
007 | 2014-01-01 | CAROL HUTTON | MIKE NAJAR | 2015-10-14 | |
007 | 2013-01-01 | CAROL HUTTON | DAVID BURFORD | 2014-10-15 | |
007 | 2012-01-01 | CAROL HUTTON | DAVID BURFORD | 2013-10-11 | |
007 | 2011-01-01 | CAROL HUTTON | DAVID BURFORD | 2012-10-15 |
Measure | Date | Value |
---|---|---|
2016: RETIREMENT PLAN FOR EMPLOYEES OF CALUMET GP, LLC REPRESENTED BY INTERNATIONAL UNION OF OPERATING ENGINEERS, AFL-CIO, LOCAL NO. 420,SUPER 2016 401k membership | ||
Market value of plan assets | 2016-12-31 | 17,657,821 |
Acturial value of plan assets | 2016-12-31 | 18,481,075 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 12,324,849 |
Number of terminated vested participants | 2016-12-31 | 12 |
Fundng target for terminated vested participants | 2016-12-31 | 396,583 |
Active participant vested funding target | 2016-12-31 | 6,491,556 |
Number of active participants | 2016-12-31 | 103 |
Total funding liabilities for active participants | 2016-12-31 | 6,947,931 |
Total participant count | 2016-12-31 | 214 |
Total funding target for all participants | 2016-12-31 | 19,669,363 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 0 |
Amount remaining of prefunding balance | 2016-12-31 | 0 |
Present value of excess contributions | 2016-12-31 | 317 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 337 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 0 |
Total employer contributions | 2016-12-31 | 291,684 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 280,304 |
Liquidity shortfalls end of Q1 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2016-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 14,688 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 1,188,288 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 279,656 |
Additional cash requirement | 2016-12-31 | 279,656 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 280,304 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 212 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 99 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 74 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 12 |
Total of all active and inactive participants | 2016-01-01 | 185 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 27 |
Total participants | 2016-01-01 | 212 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: RETIREMENT PLAN FOR EMPLOYEES OF CALUMET GP, LLC REPRESENTED BY INTERNATIONAL UNION OF OPERATING ENGINEERS, AFL-CIO, LOCAL NO. 420,SUPER 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 216 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 103 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 73 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 11 |
Total of all active and inactive participants | 2015-01-01 | 187 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 25 |
Total participants | 2015-01-01 | 212 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: RETIREMENT PLAN FOR EMPLOYEES OF CALUMET GP, LLC REPRESENTED BY INTERNATIONAL UNION OF OPERATING ENGINEERS, AFL-CIO, LOCAL NO. 420,SUPER 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 217 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 104 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 74 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 12 |
Total of all active and inactive participants | 2014-01-01 | 190 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 26 |
Total participants | 2014-01-01 | 216 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: RETIREMENT PLAN FOR EMPLOYEES OF CALUMET GP, LLC REPRESENTED BY INTERNATIONAL UNION OF OPERATING ENGINEERS, AFL-CIO, LOCAL NO. 420,SUPER 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 212 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 106 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 74 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 11 |
Total of all active and inactive participants | 2013-01-01 | 191 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 26 |
Total participants | 2013-01-01 | 217 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: RETIREMENT PLAN FOR EMPLOYEES OF CALUMET GP, LLC REPRESENTED BY INTERNATIONAL UNION OF OPERATING ENGINEERS, AFL-CIO, LOCAL NO. 420,SUPER 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 214 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 103 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 75 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 8 |
Total of all active and inactive participants | 2012-01-01 | 186 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 26 |
Total participants | 2012-01-01 | 212 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: RETIREMENT PLAN FOR EMPLOYEES OF CALUMET GP, LLC REPRESENTED BY INTERNATIONAL UNION OF OPERATING ENGINEERS, AFL-CIO, LOCAL NO. 420,SUPER 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 224 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 104 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 75 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 8 |
Total of all active and inactive participants | 2011-01-01 | 187 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 27 |
Total participants | 2011-01-01 | 214 |
Number of participants with account balances | 2011-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2016 : RETIREMENT PLAN FOR EMPLOYEES OF CALUMET GP, LLC REPRESENTED BY INTERNATIONAL UNION OF OPERATING ENGINEERS, AFL-CIO, LOCAL NO. 420,SUPER 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
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 | $1,680,535 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $1,261,251 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,237,353 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $291,684 |
Value of total assets at end of year | 2016-12-31 | $18,083,122 |
Value of total assets at beginning of year | 2016-12-31 | $17,663,838 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $23,898 |
Total interest from all sources | 2016-12-31 | $66 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $2 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $2 |
Other income not declared elsewhere | 2016-12-31 | $66 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $419,284 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $18,083,122 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $17,663,838 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Interest earned on other investments | 2016-12-31 | $66 |
Value of interest in master investment trust accounts at end of year | 2016-12-31 | $17,998,196 |
Value of interest in master investment trust accounts at beginning of year | 2016-12-31 | $17,465,604 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $10,001 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $10,175 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $10,175 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $291,684 |
Employer contributions (assets) at end of year | 2016-12-31 | $74,923 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $188,057 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $1,237,353 |
Contract administrator fees | 2016-12-31 | $23,898 |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | KATZ, SAPPER AND MILLER, LLP |
Accountancy firm EIN | 2016-12-31 | 351090346 |
2015 : RETIREMENT PLAN FOR EMPLOYEES OF CALUMET GP, LLC REPRESENTED BY INTERNATIONAL UNION OF OPERATING ENGINEERS, AFL-CIO, LOCAL NO. 420,SUPER 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
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 | $-20,208 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $1,245,527 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,230,839 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $329,228 |
Value of total assets at end of year | 2015-12-31 | $17,663,838 |
Value of total assets at beginning of year | 2015-12-31 | $18,929,573 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $14,688 |
Total interest from all sources | 2015-12-31 | $13 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $2 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $0 |
Other income not declared elsewhere | 2015-12-31 | $41 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-1,265,735 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $17,663,838 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $18,929,573 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Interest earned on other investments | 2015-12-31 | $13 |
Value of interest in master investment trust accounts at end of year | 2015-12-31 | $17,465,604 |
Value of interest in master investment trust accounts at beginning of year | 2015-12-31 | $18,809,766 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $10,175 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $11,653 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $11,653 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $329,228 |
Employer contributions (assets) at end of year | 2015-12-31 | $188,057 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $108,154 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,230,839 |
Contract administrator fees | 2015-12-31 | $14,688 |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | KATZ, SAPPER AND MILLER, LLP |
Accountancy firm EIN | 2015-12-31 | 351090346 |
2014 : RETIREMENT PLAN FOR EMPLOYEES OF CALUMET GP, LLC REPRESENTED BY INTERNATIONAL UNION OF OPERATING ENGINEERS, AFL-CIO, LOCAL NO. 420,SUPER 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
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 | $2,088,186 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $1,298,559 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,278,680 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $201,616 |
Value of total assets at end of year | 2014-12-31 | $18,929,573 |
Value of total assets at beginning of year | 2014-12-31 | $18,139,946 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $19,879 |
Total interest from all sources | 2014-12-31 | $1 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Other income not declared elsewhere | 2014-12-31 | $2 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $789,627 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $18,929,573 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $18,139,946 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Interest earned on other investments | 2014-12-31 | $1 |
Value of interest in master investment trust accounts at end of year | 2014-12-31 | $18,809,766 |
Value of interest in master investment trust accounts at beginning of year | 2014-12-31 | $18,129,946 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $11,653 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $10,000 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $10,000 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $201,616 |
Employer contributions (assets) at end of year | 2014-12-31 | $108,154 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,278,680 |
Contract administrator fees | 2014-12-31 | $19,879 |
Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | KATZ, SAPPER AND MILLER, LLP |
Accountancy firm EIN | 2014-12-31 | 351090346 |
2013 : RETIREMENT PLAN FOR EMPLOYEES OF CALUMET GP, LLC REPRESENTED BY INTERNATIONAL UNION OF OPERATING ENGINEERS, AFL-CIO, LOCAL NO. 420,SUPER 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
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 | $1,362,337 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $1,317,499 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,295,633 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $591,438 |
Value of total assets at end of year | 2013-12-31 | $18,139,946 |
Value of total assets at beginning of year | 2013-12-31 | $18,095,108 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $21,866 |
Total interest from all sources | 2013-12-31 | $6,010 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $1,725 |
Other income not declared elsewhere | 2013-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $44,838 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $18,139,946 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $18,095,108 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Interest earned on other investments | 2013-12-31 | $62 |
Value of interest in master investment trust accounts at end of year | 2013-12-31 | $18,129,946 |
Value of interest in master investment trust accounts at beginning of year | 2013-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $10,000 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $17,827,236 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $17,827,236 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $5,948 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $591,438 |
Employer contributions (assets) at end of year | 2013-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $266,147 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,295,633 |
Contract administrator fees | 2013-12-31 | $21,866 |
Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | KATZ, SAPPER AND MILLER, LLP |
Accountancy firm EIN | 2013-12-31 | 351090346 |
2012 : RETIREMENT PLAN FOR EMPLOYEES OF CALUMET GP, LLC REPRESENTED BY INTERNATIONAL UNION OF OPERATING ENGINEERS, AFL-CIO, LOCAL NO. 420,SUPER 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 | $834,003 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $1,344,620 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,323,053 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $801,225 |
Value of total assets at end of year | 2012-12-31 | $18,095,108 |
Value of total assets at beginning of year | 2012-12-31 | $18,605,725 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $21,567 |
Total interest from all sources | 2012-12-31 | $32,778 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $1,725 |
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 | $-510,617 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $18,095,108 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $18,605,725 |
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 master investment trust accounts at end of year | 2012-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2012-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $17,827,236 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $18,182,591 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $18,182,591 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $32,778 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $801,225 |
Employer contributions (assets) at end of year | 2012-12-31 | $266,147 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $423,134 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,323,053 |
Contract administrator fees | 2012-12-31 | $21,567 |
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 | KATZ, SAPPER AND MILLER, LLP |
Accountancy firm EIN | 2012-12-31 | 351090346 |
2011 : RETIREMENT PLAN FOR EMPLOYEES OF CALUMET GP, LLC REPRESENTED BY INTERNATIONAL UNION OF OPERATING ENGINEERS, AFL-CIO, LOCAL NO. 420,SUPER 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 | $666,716 |
Total loss/gain on sale of assets | 2011-12-31 | $-509,391 |
Total of all expenses incurred | 2011-12-31 | $1,252,005 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,190,107 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,139,949 |
Value of total assets at end of year | 2011-12-31 | $18,605,725 |
Value of total assets at beginning of year | 2011-12-31 | $19,191,014 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $61,898 |
Total interest from all sources | 2011-12-31 | $5,500 |
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 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Administrative expenses (other) incurred | 2011-12-31 | $61,898 |
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 | $-585,289 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $18,605,725 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $19,191,014 |
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 |
Value of interest in master investment trust accounts at end of year | 2011-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2011-12-31 | $18,710,224 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $18,182,591 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $5,500 |
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 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $1,139,949 |
Employer contributions (assets) at end of year | 2011-12-31 | $423,134 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $480,790 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,190,107 |
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 |
Aggregate proceeds on sale of assets | 2011-12-31 | $18,142,843 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $18,652,234 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | BKD, LLP |
Accountancy firm EIN | 2011-12-31 | 440160260 |
2016: RETIREMENT PLAN FOR EMPLOYEES OF CALUMET GP, LLC REPRESENTED BY INTERNATIONAL UNION OF OPERATING ENGINEERS, AFL-CIO, LOCAL NO. 420,SUPER 2016 form 5500 responses | ||
---|---|---|
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: RETIREMENT PLAN FOR EMPLOYEES OF CALUMET GP, LLC REPRESENTED BY INTERNATIONAL UNION OF OPERATING ENGINEERS, AFL-CIO, LOCAL NO. 420,SUPER 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: RETIREMENT PLAN FOR EMPLOYEES OF CALUMET GP, LLC REPRESENTED BY INTERNATIONAL UNION OF OPERATING ENGINEERS, AFL-CIO, LOCAL NO. 420,SUPER 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: RETIREMENT PLAN FOR EMPLOYEES OF CALUMET GP, LLC REPRESENTED BY INTERNATIONAL UNION OF OPERATING ENGINEERS, AFL-CIO, LOCAL NO. 420,SUPER 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 | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: RETIREMENT PLAN FOR EMPLOYEES OF CALUMET GP, LLC REPRESENTED BY INTERNATIONAL UNION OF OPERATING ENGINEERS, AFL-CIO, LOCAL NO. 420,SUPER 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 | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: RETIREMENT PLAN FOR EMPLOYEES OF CALUMET GP, LLC REPRESENTED BY INTERNATIONAL UNION OF OPERATING ENGINEERS, AFL-CIO, LOCAL NO. 420,SUPER 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 | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |