FARMERS UNION OIL COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan FARMERS UNION OIL COMPANY 401(K) PLAN
Measure | Date | Value |
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2014: FARMERS UNION OIL COMPANY 401(K) PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-04-01 | 23 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-04-01 | 18 |
Number of retired or separated participants receiving benefits | 2014-04-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2014-04-01 | 10 |
Total of all active and inactive participants | 2014-04-01 | 29 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-04-01 | 0 |
Total participants | 2014-04-01 | 29 |
Number of participants with account balances | 2014-04-01 | 28 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-04-01 | 3 |
2013: FARMERS UNION OIL COMPANY 401(K) PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-04-01 | 21 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-04-01 | 17 |
Number of retired or separated participants receiving benefits | 2013-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-04-01 | 6 |
Total of all active and inactive participants | 2013-04-01 | 23 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-04-01 | 0 |
Total participants | 2013-04-01 | 23 |
Number of participants with account balances | 2013-04-01 | 23 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-04-01 | 17 |
2012: FARMERS UNION OIL COMPANY 401(K) PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-04-01 | 21 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-04-01 | 20 |
Number of retired or separated participants receiving benefits | 2012-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-04-01 | 3 |
Total of all active and inactive participants | 2012-04-01 | 23 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-04-01 | 0 |
Total participants | 2012-04-01 | 23 |
Number of participants with account balances | 2012-04-01 | 20 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-04-01 | 0 |
2011: FARMERS UNION OIL COMPANY 401(K) PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-04-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-04-01 | 20 |
Number of retired or separated participants receiving benefits | 2011-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-04-01 | 2 |
Total of all active and inactive participants | 2011-04-01 | 22 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-04-01 | 0 |
Total participants | 2011-04-01 | 22 |
Number of participants with account balances | 2011-04-01 | 22 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-04-01 | 0 |
2009: FARMERS UNION OIL COMPANY 401(K) PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-04-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-04-01 | 15 |
Number of retired or separated participants receiving benefits | 2009-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-04-01 | 3 |
Total of all active and inactive participants | 2009-04-01 | 18 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-04-01 | 0 |
Total participants | 2009-04-01 | 18 |
Number of participants with account balances | 2009-04-01 | 15 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-04-01 | 1 |
Measure | Date | Value |
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2015 : FARMERS UNION OIL COMPANY 401(K) PLAN 2015 401k financial data |
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Transfers to/from the plan | 2015-03-31 | $0 |
Total income from all sources | 2015-03-31 | $80,541 |
Expenses. Total of all expenses incurred | 2015-03-31 | $14,968 |
Benefits paid (including direct rollovers) | 2015-03-31 | $14,936 |
Total plan assets at end of year | 2015-03-31 | $786,512 |
Total plan assets at beginning of year | 2015-03-31 | $720,939 |
Value of fidelity bond covering the plan | 2015-03-31 | $100,000 |
Total contributions received or receivable from participants | 2015-03-31 | $24,413 |
Expenses. Other expenses not covered elsewhere | 2015-03-31 | $32 |
Contributions received from other sources (not participants or employers) | 2015-03-31 | $0 |
Other income received | 2015-03-31 | $36,673 |
Net income (gross income less expenses) | 2015-03-31 | $65,573 |
Net plan assets at end of year (total assets less liabilities) | 2015-03-31 | $786,512 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-03-31 | $720,939 |
Assets. Value of participant loans | 2015-03-31 | $19,773 |
Total contributions received or receivable from employer(s) | 2015-03-31 | $19,455 |
Value of certain deemed distributions of participant loans | 2015-03-31 | $0 |
Value of corrective distributions | 2015-03-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-03-31 | $0 |
2014 : FARMERS UNION OIL COMPANY 401(K) PLAN 2014 401k financial data |
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Transfers to/from the plan | 2014-03-31 | $100 |
Total income from all sources | 2014-03-31 | $105,823 |
Expenses. Total of all expenses incurred | 2014-03-31 | $60,032 |
Benefits paid (including direct rollovers) | 2014-03-31 | $60,000 |
Total plan assets at end of year | 2014-03-31 | $720,939 |
Total plan assets at beginning of year | 2014-03-31 | $675,048 |
Value of fidelity bond covering the plan | 2014-03-31 | $100,000 |
Total contributions received or receivable from participants | 2014-03-31 | $22,084 |
Expenses. Other expenses not covered elsewhere | 2014-03-31 | $32 |
Contributions received from other sources (not participants or employers) | 2014-03-31 | $0 |
Other income received | 2014-03-31 | $68,992 |
Net income (gross income less expenses) | 2014-03-31 | $45,791 |
Net plan assets at end of year (total assets less liabilities) | 2014-03-31 | $720,939 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-03-31 | $675,048 |
Assets. Value of participant loans | 2014-03-31 | $26,647 |
Total contributions received or receivable from employer(s) | 2014-03-31 | $14,747 |
Value of certain deemed distributions of participant loans | 2014-03-31 | $0 |
Value of corrective distributions | 2014-03-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2014-03-31 | $0 |
Minimum employer required contribution for this plan year | 2014-03-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2014-03-31 | $0 |
2013 : FARMERS UNION OIL COMPANY 401(K) PLAN 2013 401k financial data |
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Transfers to/from the plan | 2013-03-31 | $0 |
Total income from all sources | 2013-03-31 | $118,103 |
Expenses. Total of all expenses incurred | 2013-03-31 | $2,992 |
Benefits paid (including direct rollovers) | 2013-03-31 | $2,864 |
Total plan assets at end of year | 2013-03-31 | $675,048 |
Total plan assets at beginning of year | 2013-03-31 | $559,937 |
Value of fidelity bond covering the plan | 2013-03-31 | $100,000 |
Total contributions received or receivable from participants | 2013-03-31 | $21,585 |
Expenses. Other expenses not covered elsewhere | 2013-03-31 | $128 |
Contributions received from other sources (not participants or employers) | 2013-03-31 | $36,319 |
Other income received | 2013-03-31 | $46,453 |
Net income (gross income less expenses) | 2013-03-31 | $115,111 |
Net plan assets at end of year (total assets less liabilities) | 2013-03-31 | $675,048 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-03-31 | $559,937 |
Assets. Value of participant loans | 2013-03-31 | $33,231 |
Total contributions received or receivable from employer(s) | 2013-03-31 | $13,746 |
Value of certain deemed distributions of participant loans | 2013-03-31 | $0 |
Value of corrective distributions | 2013-03-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2013-03-31 | $0 |
Minimum employer required contribution for this plan year | 2013-03-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2013-03-31 | $0 |
2012 : FARMERS UNION OIL COMPANY 401(K) PLAN 2012 401k financial data |
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Transfers to/from the plan | 2012-03-31 | $0 |
Total income from all sources | 2012-03-31 | $53,807 |
Expenses. Total of all expenses incurred | 2012-03-31 | $141,083 |
Benefits paid (including direct rollovers) | 2012-03-31 | $141,059 |
Total plan assets at end of year | 2012-03-31 | $559,937 |
Total plan assets at beginning of year | 2012-03-31 | $647,213 |
Value of fidelity bond covering the plan | 2012-03-31 | $100,000 |
Total contributions received or receivable from participants | 2012-03-31 | $28,271 |
Expenses. Other expenses not covered elsewhere | 2012-03-31 | $24 |
Contributions received from other sources (not participants or employers) | 2012-03-31 | $0 |
Other income received | 2012-03-31 | $13,603 |
Net income (gross income less expenses) | 2012-03-31 | $-87,276 |
Net plan assets at end of year (total assets less liabilities) | 2012-03-31 | $559,937 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-03-31 | $647,213 |
Assets. Value of participant loans | 2012-03-31 | $9,004 |
Total contributions received or receivable from employer(s) | 2012-03-31 | $11,933 |
Value of certain deemed distributions of participant loans | 2012-03-31 | $0 |
Value of corrective distributions | 2012-03-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2012-03-31 | $0 |
Minimum employer required contribution for this plan year | 2012-03-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2012-03-31 | $0 |
2011 : FARMERS UNION OIL COMPANY 401(K) PLAN 2011 401k financial data |
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Transfers to/from the plan | 2011-03-31 | $0 |
Total income from all sources | 2011-03-31 | $79,675 |
Expenses. Total of all expenses incurred | 2011-03-31 | $212,037 |
Benefits paid (including direct rollovers) | 2011-03-31 | $211,955 |
Total plan assets at end of year | 2011-03-31 | $647,213 |
Total plan assets at beginning of year | 2011-03-31 | $779,575 |
Value of fidelity bond covering the plan | 2011-03-31 | $100,000 |
Total contributions received or receivable from participants | 2011-03-31 | $22,759 |
Expenses. Other expenses not covered elsewhere | 2011-03-31 | $82 |
Contributions received from other sources (not participants or employers) | 2011-03-31 | $0 |
Other income received | 2011-03-31 | $47,189 |
Net income (gross income less expenses) | 2011-03-31 | $-132,362 |
Net plan assets at end of year (total assets less liabilities) | 2011-03-31 | $647,213 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-03-31 | $779,575 |
Assets. Value of participant loans | 2011-03-31 | $18,133 |
Total contributions received or receivable from employer(s) | 2011-03-31 | $9,727 |
Value of certain deemed distributions of participant loans | 2011-03-31 | $0 |
Value of corrective distributions | 2011-03-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2011-03-31 | $0 |
Minimum employer required contribution for this plan year | 2011-03-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2011-03-31 | $0 |
2010 : FARMERS UNION OIL COMPANY 401(K) PLAN 2010 401k financial data |
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Funding deficiency by the employer to the plan for this plan year | 2010-03-31 | $0 |
Minimum employer required contribution for this plan year | 2010-03-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2010-03-31 | $0 |
2014: FARMERS UNION OIL COMPANY 401(K) PLAN 2014 form 5500 responses |
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2014-04-01 | Type of plan entity | Single employer plan |
2014-04-01 | Submission has been amended | No |
2014-04-01 | This submission is the final filing | No |
2014-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-04-01 | Plan is a collectively bargained plan | No |
2014-04-01 | Plan funding arrangement – Insurance | Yes |
2014-04-01 | Plan funding arrangement – Trust | Yes |
2014-04-01 | Plan benefit arrangement – Insurance | Yes |
2013: FARMERS UNION OIL COMPANY 401(K) PLAN 2013 form 5500 responses |
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2013-04-01 | Type of plan entity | Single employer plan |
2013-04-01 | Submission has been amended | No |
2013-04-01 | This submission is the final filing | No |
2013-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-04-01 | Plan is a collectively bargained plan | No |
2013-04-01 | Plan funding arrangement – Insurance | Yes |
2013-04-01 | Plan funding arrangement – Trust | Yes |
2013-04-01 | Plan benefit arrangement – Insurance | Yes |
2012: FARMERS UNION OIL COMPANY 401(K) PLAN 2012 form 5500 responses |
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2012-04-01 | Type of plan entity | Single employer plan |
2012-04-01 | Submission has been amended | No |
2012-04-01 | This submission is the final filing | No |
2012-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-04-01 | Plan is a collectively bargained plan | No |
2012-04-01 | Plan funding arrangement – Insurance | Yes |
2012-04-01 | Plan funding arrangement – Trust | Yes |
2012-04-01 | Plan benefit arrangement – Insurance | Yes |
2011: FARMERS UNION OIL COMPANY 401(K) PLAN 2011 form 5500 responses |
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2011-04-01 | Type of plan entity | Single employer plan |
2011-04-01 | Submission has been amended | No |
2011-04-01 | This submission is the final filing | No |
2011-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-04-01 | Plan is a collectively bargained plan | No |
2011-04-01 | Plan funding arrangement – Insurance | Yes |
2011-04-01 | Plan funding arrangement – Trust | Yes |
2011-04-01 | Plan benefit arrangement – Insurance | Yes |
2009: FARMERS UNION OIL COMPANY 401(K) PLAN 2009 form 5500 responses |
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2009-04-01 | Type of plan entity | Single employer plan |
2009-04-01 | Submission has been amended | No |
2009-04-01 | This submission is the final filing | No |
2009-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-04-01 | Plan is a collectively bargained plan | No |
2009-04-01 | Plan funding arrangement – Insurance | Yes |
2009-04-01 | Plan funding arrangement – Trust | Yes |
2009-04-01 | Plan benefit arrangement – Insurance | Yes |
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-814650 |
Policy instance | 1 |
Insurance contract or identification number | GA-814650 | Number of Individuals Covered | 28 | Insurance policy start date | 2014-04-01 | Insurance policy end date | 2015-03-31 | Total amount of commissions paid to insurance broker | USD $1,436 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,436 | Insurance broker organization code? | 3 | Insurance broker name | EDWARD D JONES & CO L P. |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-814650 |
Policy instance | 1 |
Insurance contract or identification number | GA-814650 | Number of Individuals Covered | 23 | Insurance policy start date | 2013-04-01 | Insurance policy end date | 2014-03-31 | Total amount of commissions paid to insurance broker | USD $1,346 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,346 | Insurance broker organization code? | 3 | Insurance broker name | EDWARD D JONES & CO |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-814650 |
Policy instance | 1 |
Insurance contract or identification number | GA-814650 | Number of Individuals Covered | 20 | Insurance policy start date | 2012-04-01 | Insurance policy end date | 2013-03-31 | Total amount of commissions paid to insurance broker | USD $1,117 | Total amount of fees paid to insurance company | USD $413 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,117 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 413 | Additional information about fees paid to insurance broker | SALES/MARKETING | Insurance broker name | EDWARD D JONES & CO |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-814650 |
Policy instance | 1 |
Insurance contract or identification number | GA-814650 | Number of Individuals Covered | 22 | Insurance policy start date | 2011-04-01 | Insurance policy end date | 2012-03-31 | Total amount of commissions paid to insurance broker | USD $1,098 | Total amount of fees paid to insurance company | USD $558 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-814650 |
Policy instance | 1 |
Insurance contract or identification number | GA-814650 | Number of Individuals Covered | 22 | Insurance policy start date | 2010-04-01 | Insurance policy end date | 2011-03-31 | Total amount of commissions paid to insurance broker | USD $699 | Total amount of fees paid to insurance company | USD $552 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $699 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 552 | Additional information about fees paid to insurance broker | SALES/MARKETING | Insurance broker name | EDWARD D JONES & CO |
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