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FARMERS UNION OIL COMPANY 401(K) PLAN 401k Plan overview

Plan NameFARMERS UNION OIL COMPANY 401(K) PLAN
Plan identification number 001

FARMERS UNION OIL COMPANY 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

FARMERS UNION OIL COMPANY has sponsored the creation of one or more 401k plans.

Company Name:FARMERS UNION OIL COMPANY
Employer identification number (EIN):410251275
NAIC Classification:115110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FARMERS UNION OIL COMPANY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-04-01SCOTT BERGLAND2025-01-21
0012022-04-01SCOTT BERGLAND2023-11-22
0012021-04-01SCOTT BERGLAND2022-11-03
0012020-04-01SCOTT BERGLAND2022-10-27 SCOTT BERGLAND2022-10-27
0012019-04-01SCOTT BERGLAND2020-10-16
0012018-04-01SCOTT BERGLAND2019-09-24
0012017-04-01SCOTT BERGLAND2018-10-09
0012016-04-01SCOTT BERGLAND2017-09-19 SCOTT BERGLAND2017-09-19
0012015-04-01SCOTT BERGLAND2016-09-30
0012014-04-01SCOTT BERGLAND
0012013-04-01SCOTT BERGLAND SCOTT BERGLAND2014-08-15
0012012-04-01SCOTT BERGLAND
0012011-04-01SCOTT BERGLAND
0012009-04-01SCOTT BERGLAND

Financial Data on FARMERS UNION OIL COMPANY 401(K) PLAN

Measure Date Value
2025 : FARMERS UNION OIL COMPANY 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-01-210
Total liabilities as of the end of the plan year2025-01-210
Total liabilities as of the beginning of the plan year2025-01-210
Total expenses incurred by plan in this plan year2025-01-21107145
Net assets as of the end of the plan year2025-01-21824393
Total assets as of the beginning of the plan year2025-01-21797903
Value of plan covered by a fidelity bond2025-01-21500000
Participant contributions to plan in this plan year2025-01-2121260
Value of participant loans at end of plan year2025-01-212465
Other expenses paid from plan in this plan year2025-01-210
Other contributions to plan in this plan year2025-01-210
Other income to plan in this plan year2025-01-2190349
Plan net income in this plan year2025-01-2126490
Net assets as of the end of the plan year2025-01-21824393
Net assets as of the beginning of the plan year2025-01-21797903
Employer contributions to plan in this plan year2025-01-2122026
Expensese paid to adminstrative service provicers from plan in this plan year2025-01-214019
2015 : FARMERS UNION OIL COMPANY 401(K) PLAN 2015 401k financial data
Transfers to/from the plan2015-03-31$0
Total income from all sources2015-03-31$80,541
Expenses. Total of all expenses incurred2015-03-31$14,968
Benefits paid (including direct rollovers)2015-03-31$14,936
Total plan assets at end of year2015-03-31$786,512
Total plan assets at beginning of year2015-03-31$720,939
Value of fidelity bond covering the plan2015-03-31$100,000
Total contributions received or receivable from participants2015-03-31$24,413
Expenses. Other expenses not covered elsewhere2015-03-31$32
Contributions received from other sources (not participants or employers)2015-03-31$0
Other income received2015-03-31$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 loans2015-03-31$19,773
Total contributions received or receivable from employer(s)2015-03-31$19,455
Value of certain deemed distributions of participant loans2015-03-31$0
Value of corrective distributions2015-03-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-03-31$0
2014 : FARMERS UNION OIL COMPANY 401(K) PLAN 2014 401k financial data
Transfers to/from the plan2014-03-31$100
Total income from all sources2014-03-31$105,823
Expenses. Total of all expenses incurred2014-03-31$60,032
Benefits paid (including direct rollovers)2014-03-31$60,000
Total plan assets at end of year2014-03-31$720,939
Total plan assets at beginning of year2014-03-31$675,048
Value of fidelity bond covering the plan2014-03-31$100,000
Total contributions received or receivable from participants2014-03-31$22,084
Expenses. Other expenses not covered elsewhere2014-03-31$32
Contributions received from other sources (not participants or employers)2014-03-31$0
Other income received2014-03-31$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 loans2014-03-31$26,647
Total contributions received or receivable from employer(s)2014-03-31$14,747
Value of certain deemed distributions of participant loans2014-03-31$0
Value of corrective distributions2014-03-31$0
Funding deficiency by the employer to the plan for this plan year2014-03-31$0
Minimum employer required contribution for this plan year2014-03-31$0
Amount contributed by the employer to the plan for this plan year2014-03-31$0
2013 : FARMERS UNION OIL COMPANY 401(K) PLAN 2013 401k financial data
Transfers to/from the plan2013-03-31$0
Total income from all sources2013-03-31$118,103
Expenses. Total of all expenses incurred2013-03-31$2,992
Benefits paid (including direct rollovers)2013-03-31$2,864
Total plan assets at end of year2013-03-31$675,048
Total plan assets at beginning of year2013-03-31$559,937
Value of fidelity bond covering the plan2013-03-31$100,000
Total contributions received or receivable from participants2013-03-31$21,585
Expenses. Other expenses not covered elsewhere2013-03-31$128
Contributions received from other sources (not participants or employers)2013-03-31$36,319
Other income received2013-03-31$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 loans2013-03-31$33,231
Total contributions received or receivable from employer(s)2013-03-31$13,746
Value of certain deemed distributions of participant loans2013-03-31$0
Value of corrective distributions2013-03-31$0
Funding deficiency by the employer to the plan for this plan year2013-03-31$0
Minimum employer required contribution for this plan year2013-03-31$0
Amount contributed by the employer to the plan for this plan year2013-03-31$0
2012 : FARMERS UNION OIL COMPANY 401(K) PLAN 2012 401k financial data
Transfers to/from the plan2012-03-31$0
Total income from all sources2012-03-31$53,807
Expenses. Total of all expenses incurred2012-03-31$141,083
Benefits paid (including direct rollovers)2012-03-31$141,059
Total plan assets at end of year2012-03-31$559,937
Total plan assets at beginning of year2012-03-31$647,213
Value of fidelity bond covering the plan2012-03-31$100,000
Total contributions received or receivable from participants2012-03-31$28,271
Expenses. Other expenses not covered elsewhere2012-03-31$24
Contributions received from other sources (not participants or employers)2012-03-31$0
Other income received2012-03-31$13,603
Net income (gross income less expenses)2012-03-31$-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 loans2012-03-31$9,004
Total contributions received or receivable from employer(s)2012-03-31$11,933
Value of certain deemed distributions of participant loans2012-03-31$0
Value of corrective distributions2012-03-31$0
Funding deficiency by the employer to the plan for this plan year2012-03-31$0
Minimum employer required contribution for this plan year2012-03-31$0
Amount contributed by the employer to the plan for this plan year2012-03-31$0
2011 : FARMERS UNION OIL COMPANY 401(K) PLAN 2011 401k financial data
Transfers to/from the plan2011-03-31$0
Total income from all sources2011-03-31$79,675
Expenses. Total of all expenses incurred2011-03-31$212,037
Benefits paid (including direct rollovers)2011-03-31$211,955
Total plan assets at end of year2011-03-31$647,213
Total plan assets at beginning of year2011-03-31$779,575
Value of fidelity bond covering the plan2011-03-31$100,000
Total contributions received or receivable from participants2011-03-31$22,759
Expenses. Other expenses not covered elsewhere2011-03-31$82
Contributions received from other sources (not participants or employers)2011-03-31$0
Other income received2011-03-31$47,189
Net income (gross income less expenses)2011-03-31$-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 loans2011-03-31$18,133
Total contributions received or receivable from employer(s)2011-03-31$9,727
Value of certain deemed distributions of participant loans2011-03-31$0
Value of corrective distributions2011-03-31$0
Funding deficiency by the employer to the plan for this plan year2011-03-31$0
Minimum employer required contribution for this plan year2011-03-31$0
Amount contributed by the employer to the plan for this plan year2011-03-31$0
2010 : FARMERS UNION OIL COMPANY 401(K) PLAN 2010 401k financial data
Funding deficiency by the employer to the plan for this plan year2010-03-31$0
Minimum employer required contribution for this plan year2010-03-31$0
Amount contributed by the employer to the plan for this plan year2010-03-31$0

Form 5500 Responses for FARMERS UNION OIL COMPANY 401(K) PLAN

2014: FARMERS UNION OIL COMPANY 401(K) PLAN 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01Submission has been amendedNo
2014-04-01This submission is the final filingNo
2014-04-01This return/report is a short plan year return/report (less than 12 months)No
2014-04-01Plan is a collectively bargained planNo
2014-04-01Plan funding arrangement – InsuranceYes
2014-04-01Plan funding arrangement – TrustYes
2014-04-01Plan benefit arrangement – InsuranceYes
2013: FARMERS UNION OIL COMPANY 401(K) PLAN 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01Submission has been amendedNo
2013-04-01This submission is the final filingNo
2013-04-01This return/report is a short plan year return/report (less than 12 months)No
2013-04-01Plan is a collectively bargained planNo
2013-04-01Plan funding arrangement – InsuranceYes
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan benefit arrangement – InsuranceYes
2012: FARMERS UNION OIL COMPANY 401(K) PLAN 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01Submission has been amendedNo
2012-04-01This submission is the final filingNo
2012-04-01This return/report is a short plan year return/report (less than 12 months)No
2012-04-01Plan is a collectively bargained planNo
2012-04-01Plan funding arrangement – InsuranceYes
2012-04-01Plan funding arrangement – TrustYes
2012-04-01Plan benefit arrangement – InsuranceYes
2011: FARMERS UNION OIL COMPANY 401(K) PLAN 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01Submission has been amendedNo
2011-04-01This submission is the final filingNo
2011-04-01This return/report is a short plan year return/report (less than 12 months)No
2011-04-01Plan is a collectively bargained planNo
2011-04-01Plan funding arrangement – InsuranceYes
2011-04-01Plan funding arrangement – TrustYes
2011-04-01Plan benefit arrangement – InsuranceYes
2009: FARMERS UNION OIL COMPANY 401(K) PLAN 2009 form 5500 responses
2009-04-01Type of plan entitySingle employer plan
2009-04-01Submission has been amendedNo
2009-04-01This submission is the final filingNo
2009-04-01This return/report is a short plan year return/report (less than 12 months)No
2009-04-01Plan is a collectively bargained planNo
2009-04-01Plan funding arrangement – InsuranceYes
2009-04-01Plan funding arrangement – TrustYes
2009-04-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-814650
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-814650
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-814650
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-814650
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-814650
Policy instance 1

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