401k Plan data: CO-OP 401(K) PLAN plan

CO-OP 401(K) PLAN 401k Plan overview

Plan Name	CO-OP 401(K) PLAN
Plan identification number	001

CO-OP 401(K) PLAN Benefits

401k Plan Type

Defined 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): 450213098

NAIC Classification: 115110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CO-OP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-12-01
001 2020-12-01
001 2019-12-01
001 2018-12-01
001 2017-12-01
001 2016-12-01 KATHERINE SCHLOSSER
001 2015-12-01 KATHERINE SCHLOSSER
001 2014-12-01 KATHERINE SCHLOSSER
001 2013-12-01 KATHERINE SCHLOSSER 2016-09-15 KATHERINE SCHLOSSER 2016-09-15
001 2012-12-01 KATHERINE SCHLOSSER 2014-09-04
001 2011-12-01 GARY KOSCHMEDER 2013-03-19
001 2010-12-01 GARY KOSCHMEDER 2012-06-11
001 2009-12-01 GARY KOSCHMEDER
001 2008-12-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-12-01
001	2020-12-01
001	2019-12-01
001	2018-12-01
001	2017-12-01
001	2016-12-01	KATHERINE SCHLOSSER
001	2015-12-01	KATHERINE SCHLOSSER
001	2014-12-01	KATHERINE SCHLOSSER
001	2013-12-01	KATHERINE SCHLOSSER	2016-09-15	KATHERINE SCHLOSSER	2016-09-15
001	2012-12-01	KATHERINE SCHLOSSER	2014-09-04
001	2011-12-01	GARY KOSCHMEDER	2013-03-19
001	2010-12-01	GARY KOSCHMEDER	2012-06-11
001	2009-12-01	GARY KOSCHMEDER
001	2008-12-01

Plan Statistics for CO-OP 401(K) PLAN

401k plan membership statisitcs for CO-OP 401(K) PLAN

Measure Date Value
2021: CO-OP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-12-01 131
Total number of active participants reported on line 7a of the Form 5500 2021-12-01 95
Number of retired or separated participants receiving benefits 2021-12-01 0
Number of other retired or separated participants entitled to future benefits 2021-12-01 35
Total of all active and inactive participants 2021-12-01 130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-12-01 0
Total participants 2021-12-01 130
Number of participants with account balances 2021-12-01 73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-12-01 0
2020: CO-OP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-12-01 122
Total number of active participants reported on line 7a of the Form 5500 2020-12-01 92
Number of retired or separated participants receiving benefits 2020-12-01 0
Number of other retired or separated participants entitled to future benefits 2020-12-01 36
Total of all active and inactive participants 2020-12-01 128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-12-01 0
Total participants 2020-12-01 128
Number of participants with account balances 2020-12-01 72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-12-01 0
2019: CO-OP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-12-01 122
Total number of active participants reported on line 7a of the Form 5500 2019-12-01 88
Number of retired or separated participants receiving benefits 2019-12-01 0
Number of other retired or separated participants entitled to future benefits 2019-12-01 33
Total of all active and inactive participants 2019-12-01 121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-12-01 0
Total participants 2019-12-01 121
Number of participants with account balances 2019-12-01 73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-12-01 0
2018: CO-OP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-12-01 124
Total number of active participants reported on line 7a of the Form 5500 2018-12-01 85
Number of retired or separated participants receiving benefits 2018-12-01 0
Number of other retired or separated participants entitled to future benefits 2018-12-01 34
Total of all active and inactive participants 2018-12-01 119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-12-01 0
Total participants 2018-12-01 119
Number of participants with account balances 2018-12-01 73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-12-01 0
2017: CO-OP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-12-01 100
Total number of active participants reported on line 7a of the Form 5500 2017-12-01 90
Number of retired or separated participants receiving benefits 2017-12-01 0
Number of other retired or separated participants entitled to future benefits 2017-12-01 29
Total of all active and inactive participants 2017-12-01 119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-12-01 0
Total participants 2017-12-01 119
Number of participants with account balances 2017-12-01 66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-12-01 3
2016: CO-OP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-12-01 125
Total number of active participants reported on line 7a of the Form 5500 2016-12-01 67
Number of retired or separated participants receiving benefits 2016-12-01 0
Number of other retired or separated participants entitled to future benefits 2016-12-01 31
Total of all active and inactive participants 2016-12-01 98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-12-01 0
Total participants 2016-12-01 98
Number of participants with account balances 2016-12-01 68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-12-01 4
2015: CO-OP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-12-01 148
Total number of active participants reported on line 7a of the Form 5500 2015-12-01 97
Number of retired or separated participants receiving benefits 2015-12-01 0
Number of other retired or separated participants entitled to future benefits 2015-12-01 27
Total of all active and inactive participants 2015-12-01 124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-12-01 0
Total participants 2015-12-01 124
Number of participants with account balances 2015-12-01 55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-12-01 7
2014: CO-OP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-12-01 130
Total number of active participants reported on line 7a of the Form 5500 2014-12-01 124
Number of retired or separated participants receiving benefits 2014-12-01 0
Number of other retired or separated participants entitled to future benefits 2014-12-01 24
Total of all active and inactive participants 2014-12-01 148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-12-01 0
Total participants 2014-12-01 148
Number of participants with account balances 2014-12-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-12-01 9
2009: CO-OP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-12-01 37
Total number of active participants reported on line 7a of the Form 5500 2009-12-01 112
Number of retired or separated participants receiving benefits 2009-12-01 0
Number of other retired or separated participants entitled to future benefits 2009-12-01 19
Total of all active and inactive participants 2009-12-01 131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-12-01 0
Total participants 2009-12-01 131
Number of participants with account balances 2009-12-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-12-01 4

Measure	Date	Value
2021: CO-OP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-12-01	131
Total number of active participants reported on line 7a of the Form 5500	2021-12-01	95
Number of retired or separated participants receiving benefits	2021-12-01	0
Number of other retired or separated participants entitled to future benefits	2021-12-01	35
Total of all active and inactive participants	2021-12-01	130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-12-01	0
Total participants	2021-12-01	130
Number of participants with account balances	2021-12-01	73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-12-01	0
2020: CO-OP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-12-01	122
Total number of active participants reported on line 7a of the Form 5500	2020-12-01	92
Number of retired or separated participants receiving benefits	2020-12-01	0
Number of other retired or separated participants entitled to future benefits	2020-12-01	36
Total of all active and inactive participants	2020-12-01	128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-12-01	0
Total participants	2020-12-01	128
Number of participants with account balances	2020-12-01	72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-12-01	0
2019: CO-OP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-12-01	122
Total number of active participants reported on line 7a of the Form 5500	2019-12-01	88
Number of retired or separated participants receiving benefits	2019-12-01	0
Number of other retired or separated participants entitled to future benefits	2019-12-01	33
Total of all active and inactive participants	2019-12-01	121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-12-01	0
Total participants	2019-12-01	121
Number of participants with account balances	2019-12-01	73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-12-01	0
2018: CO-OP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-12-01	124
Total number of active participants reported on line 7a of the Form 5500	2018-12-01	85
Number of retired or separated participants receiving benefits	2018-12-01	0
Number of other retired or separated participants entitled to future benefits	2018-12-01	34
Total of all active and inactive participants	2018-12-01	119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-12-01	0
Total participants	2018-12-01	119
Number of participants with account balances	2018-12-01	73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-12-01	0
2017: CO-OP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-12-01	100
Total number of active participants reported on line 7a of the Form 5500	2017-12-01	90
Number of retired or separated participants receiving benefits	2017-12-01	0
Number of other retired or separated participants entitled to future benefits	2017-12-01	29
Total of all active and inactive participants	2017-12-01	119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-12-01	0
Total participants	2017-12-01	119
Number of participants with account balances	2017-12-01	66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-12-01	3
2016: CO-OP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-12-01	125
Total number of active participants reported on line 7a of the Form 5500	2016-12-01	67
Number of retired or separated participants receiving benefits	2016-12-01	0
Number of other retired or separated participants entitled to future benefits	2016-12-01	31
Total of all active and inactive participants	2016-12-01	98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-12-01	0
Total participants	2016-12-01	98
Number of participants with account balances	2016-12-01	68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-12-01	4
2015: CO-OP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-12-01	148
Total number of active participants reported on line 7a of the Form 5500	2015-12-01	97
Number of retired or separated participants receiving benefits	2015-12-01	0
Number of other retired or separated participants entitled to future benefits	2015-12-01	27
Total of all active and inactive participants	2015-12-01	124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-12-01	0
Total participants	2015-12-01	124
Number of participants with account balances	2015-12-01	55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-12-01	7
2014: CO-OP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-12-01	130
Total number of active participants reported on line 7a of the Form 5500	2014-12-01	124
Number of retired or separated participants receiving benefits	2014-12-01	0
Number of other retired or separated participants entitled to future benefits	2014-12-01	24
Total of all active and inactive participants	2014-12-01	148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-12-01	0
Total participants	2014-12-01	148
Number of participants with account balances	2014-12-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-12-01	9
2009: CO-OP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-12-01	37
Total number of active participants reported on line 7a of the Form 5500	2009-12-01	112
Number of retired or separated participants receiving benefits	2009-12-01	0
Number of other retired or separated participants entitled to future benefits	2009-12-01	19
Total of all active and inactive participants	2009-12-01	131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-12-01	0
Total participants	2009-12-01	131
Number of participants with account balances	2009-12-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-12-01	4

Financial Data on CO-OP 401(K) PLAN

Measure	Date	Value
2022 : CO-OP 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-11-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-11-30	$294
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-11-30	$294
Total income from all sources (including contributions)	2022-11-30	$-102,045
Total loss/gain on sale of assets	2022-11-30	$0
Total of all expenses incurred	2022-11-30	$124,774
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-11-30	$96,564
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-11-30	$345,147
Value of total assets at end of year	2022-11-30	$3,711,784
Value of total assets at beginning of year	2022-11-30	$3,938,603
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-11-30	$28,210
Total interest from all sources	2022-11-30	$3,268
Total dividends received (eg from common stock, registered investment company shares)	2022-11-30	$170,127
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-11-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-11-30	$170,127
Administrative expenses professional fees incurred	2022-11-30	$27,235
Was this plan covered by a fidelity bond	2022-11-30	Yes
Value of fidelity bond cover	2022-11-30	$500,000
If this is an individual account plan, was there a blackout period	2022-11-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-11-30	No
Contributions received from participants	2022-11-30	$214,606
Participant contributions at end of year	2022-11-30	$112,151
Participant contributions at beginning of year	2022-11-30	$65,710
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-11-30	$294
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-11-30	$294
Other income not declared elsewhere	2022-11-30	$-48,967
Administrative expenses (other) incurred	2022-11-30	$975
Total non interest bearing cash at end of year	2022-11-30	$2,168
Total non interest bearing cash at beginning of year	2022-11-30	$3,187
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-11-30	No
Value of net income/loss	2022-11-30	$-226,819
Value of net assets at end of year (total assets less liabilities)	2022-11-30	$3,711,490
Value of net assets at beginning of year (total assets less liabilities)	2022-11-30	$3,938,309
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-11-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-11-30	No
Were any leases to which the plan was party in default or uncollectible	2022-11-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-11-30	$3,078,144
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-11-30	$3,285,753
Interest on participant loans	2022-11-30	$3,268
Value of interest in common/collective trusts at end of year	2022-11-30	$13,716
Value of interest in common/collective trusts at beginning of year	2022-11-30	$34,148
Asset value of US Government securities at end of year	2022-11-30	$175,217
Asset value of US Government securities at beginning of year	2022-11-30	$253,475
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-11-30	$-571,786
Net investment gain or loss from common/collective trusts	2022-11-30	$166
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-11-30	No
Was there a failure to transmit to the plan any participant contributions	2022-11-30	Yes
Has the plan failed to provide any benefit when due under the plan	2022-11-30	No
Contributions received in cash from employer	2022-11-30	$130,541
Employer contributions (assets) at end of year	2022-11-30	$554
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-11-30	$96,564
Asset. Corporate debt instrument preferred debt at end of year	2022-11-30	$113,984
Asset. Corporate debt instrument preferred debt at beginning of year	2022-11-30	$93,886
Asset. Corporate debt instrument debt (other) at end of year	2022-11-30	$215,850
Asset. Corporate debt instrument debt (other) at beginning of year	2022-11-30	$202,444
Did the plan have assets held for investment	2022-11-30	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	2022-11-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-11-30	No
Opinion of an independent qualified public accountant for this plan	2022-11-30	Unqualified
Accountancy firm name	2022-11-30	BRADY, MARTZ & ASSOCIATES, P.C.
Accountancy firm EIN	2022-11-30	450310328
2021 : CO-OP 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-11-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-11-30	$294
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-11-30	$279
Total income from all sources (including contributions)	2021-11-30	$779,761
Total loss/gain on sale of assets	2021-11-30	$0
Total of all expenses incurred	2021-11-30	$174,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-11-30	$149,725
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-11-30	$371,521
Value of total assets at end of year	2021-11-30	$3,938,603
Value of total assets at beginning of year	2021-11-30	$3,332,862
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-11-30	$24,310
Total interest from all sources	2021-11-30	$1,785
Total dividends received (eg from common stock, registered investment company shares)	2021-11-30	$98,817
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-11-30	No
Administrative expenses professional fees incurred	2021-11-30	$23,364
Was this plan covered by a fidelity bond	2021-11-30	Yes
Value of fidelity bond cover	2021-11-30	$500,000
If this is an individual account plan, was there a blackout period	2021-11-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-11-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-11-30	No
Contributions received from participants	2021-11-30	$226,834
Participant contributions at end of year	2021-11-30	$65,710
Participant contributions at beginning of year	2021-11-30	$23,987
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-11-30	$294
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-11-30	$279
Other income not declared elsewhere	2021-11-30	$-12,096
Administrative expenses (other) incurred	2021-11-30	$946
Total non interest bearing cash at end of year	2021-11-30	$3,187
Total non interest bearing cash at beginning of year	2021-11-30	$62
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-11-30	No
Value of net income/loss	2021-11-30	$605,726
Value of net assets at end of year (total assets less liabilities)	2021-11-30	$3,938,309
Value of net assets at beginning of year (total assets less liabilities)	2021-11-30	$3,332,583
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-11-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-11-30	No
Were any leases to which the plan was party in default or uncollectible	2021-11-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-11-30	$3,285,753
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-11-30	$2,737,981
Interest on participant loans	2021-11-30	$1,785
Value of interest in common/collective trusts at end of year	2021-11-30	$34,148
Value of interest in common/collective trusts at beginning of year	2021-11-30	$54,586
Asset value of US Government securities at end of year	2021-11-30	$253,475
Asset value of US Government securities at beginning of year	2021-11-30	$231,368
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-11-30	$319,718
Net investment gain or loss from common/collective trusts	2021-11-30	$16
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-11-30	No
Was there a failure to transmit to the plan any participant contributions	2021-11-30	No
Has the plan failed to provide any benefit when due under the plan	2021-11-30	No
Contributions received in cash from employer	2021-11-30	$144,687
Income. Dividends from preferred stock	2021-11-30	$98,817
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-11-30	$149,725
Asset. Corporate debt instrument preferred debt at end of year	2021-11-30	$93,886
Asset. Corporate debt instrument preferred debt at beginning of year	2021-11-30	$107,383
Asset. Corporate debt instrument debt (other) at end of year	2021-11-30	$202,444
Asset. Corporate debt instrument debt (other) at beginning of year	2021-11-30	$177,495
Did the plan have assets held for investment	2021-11-30	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	2021-11-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-11-30	No
Opinion of an independent qualified public accountant for this plan	2021-11-30	Disclaimer
Accountancy firm name	2021-11-30	BRADY, MARTZ & ASSOCIATES, P.C.
Accountancy firm EIN	2021-11-30	450310328
2020 : CO-OP 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-11-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-11-30	$279
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-11-30	$12,053
Total income from all sources (including contributions)	2020-11-30	$824,899
Total loss/gain on sale of assets	2020-11-30	$0
Total of all expenses incurred	2020-11-30	$439,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-11-30	$414,930
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-11-30	$379,073
Value of total assets at end of year	2020-11-30	$3,332,862
Value of total assets at beginning of year	2020-11-30	$2,959,597
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-11-30	$24,930
Total interest from all sources	2020-11-30	$1,329
Total dividends received (eg from common stock, registered investment company shares)	2020-11-30	$67,015
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-11-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-11-30	$67,015
Administrative expenses professional fees incurred	2020-11-30	$23,833
Was this plan covered by a fidelity bond	2020-11-30	Yes
Value of fidelity bond cover	2020-11-30	$500,000
If this is an individual account plan, was there a blackout period	2020-11-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-11-30	No
Contributions received from participants	2020-11-30	$223,750
Participant contributions at end of year	2020-11-30	$23,987
Participant contributions at beginning of year	2020-11-30	$57,713
Income. Received or receivable in cash from other sources (including rollovers)	2020-11-30	$4,528
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-11-30	$279
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-11-30	$12,053
Other income not declared elsewhere	2020-11-30	$37,681
Administrative expenses (other) incurred	2020-11-30	$1,097
Total non interest bearing cash at end of year	2020-11-30	$62
Total non interest bearing cash at beginning of year	2020-11-30	$1,673
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-11-30	No
Value of net income/loss	2020-11-30	$385,039
Value of net assets at end of year (total assets less liabilities)	2020-11-30	$3,332,583
Value of net assets at beginning of year (total assets less liabilities)	2020-11-30	$2,947,544
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-11-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-11-30	No
Were any leases to which the plan was party in default or uncollectible	2020-11-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-11-30	$2,737,981
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-11-30	$2,199,477
Interest earned on other investments	2020-11-30	$1,329
Value of interest in common/collective trusts at end of year	2020-11-30	$54,586
Value of interest in common/collective trusts at beginning of year	2020-11-30	$36,302
Asset value of US Government securities at end of year	2020-11-30	$231,368
Asset value of US Government securities at beginning of year	2020-11-30	$237,206
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-11-30	$339,628
Net investment gain or loss from common/collective trusts	2020-11-30	$173
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-11-30	No
Was there a failure to transmit to the plan any participant contributions	2020-11-30	No
Has the plan failed to provide any benefit when due under the plan	2020-11-30	No
Contributions received in cash from employer	2020-11-30	$150,795
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-11-30	$414,930
Asset. Corporate debt instrument preferred debt at end of year	2020-11-30	$107,383
Asset. Corporate debt instrument preferred debt at beginning of year	2020-11-30	$162,663
Asset. Corporate debt instrument debt (other) at end of year	2020-11-30	$177,495
Asset. Corporate debt instrument debt (other) at beginning of year	2020-11-30	$264,563
Did the plan have assets held for investment	2020-11-30	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	2020-11-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-11-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-11-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-11-30	Disclaimer
Accountancy firm name	2020-11-30	BRADY, MARTZ & ASSOCIATES, P.C.
Accountancy firm EIN	2020-11-30	450310328
2019 : CO-OP 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-11-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-11-30	$12,053
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-11-30	$1,241
Total income from all sources (including contributions)	2019-11-30	$686,453
Total loss/gain on sale of assets	2019-11-30	$0
Total of all expenses incurred	2019-11-30	$106,752
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-11-30	$87,296
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-11-30	$386,791
Value of total assets at end of year	2019-11-30	$2,959,597
Value of total assets at beginning of year	2019-11-30	$2,369,084
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-11-30	$19,456
Total interest from all sources	2019-11-30	$1,976
Total dividends received (eg from common stock, registered investment company shares)	2019-11-30	$72,555
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-11-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-11-30	$72,555
Administrative expenses professional fees incurred	2019-11-30	$17,987
Was this plan covered by a fidelity bond	2019-11-30	Yes
Value of fidelity bond cover	2019-11-30	$500,000
If this is an individual account plan, was there a blackout period	2019-11-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-11-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-11-30	No
Contributions received from participants	2019-11-30	$231,838
Participant contributions at end of year	2019-11-30	$57,713
Participant contributions at beginning of year	2019-11-30	$44,062
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-11-30	$12,053
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-11-30	$1,241
Other income not declared elsewhere	2019-11-30	$48,840
Administrative expenses (other) incurred	2019-11-30	$1,469
Total non interest bearing cash at end of year	2019-11-30	$1,673
Total non interest bearing cash at beginning of year	2019-11-30	$75
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-11-30	No
Value of net income/loss	2019-11-30	$579,701
Value of net assets at end of year (total assets less liabilities)	2019-11-30	$2,947,544
Value of net assets at beginning of year (total assets less liabilities)	2019-11-30	$2,367,843
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-11-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-11-30	No
Were any leases to which the plan was party in default or uncollectible	2019-11-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-11-30	$2,199,477
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-11-30	$1,704,765
Interest on participant loans	2019-11-30	$1,976
Value of interest in common/collective trusts at end of year	2019-11-30	$36,302
Value of interest in common/collective trusts at beginning of year	2019-11-30	$106,789
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-11-30	$6,228
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-11-30	$6,228
Asset value of US Government securities at end of year	2019-11-30	$237,206
Asset value of US Government securities at beginning of year	2019-11-30	$178,492
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-11-30	$171,776
Net investment gain or loss from common/collective trusts	2019-11-30	$4,515
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-11-30	No
Was there a failure to transmit to the plan any participant contributions	2019-11-30	No
Has the plan failed to provide any benefit when due under the plan	2019-11-30	No
Contributions received in cash from employer	2019-11-30	$154,953
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-11-30	$87,296
Asset. Corporate debt instrument preferred debt at end of year	2019-11-30	$162,663
Asset. Corporate debt instrument preferred debt at beginning of year	2019-11-30	$118,799
Asset. Corporate debt instrument debt (other) at end of year	2019-11-30	$264,563
Asset. Corporate debt instrument debt (other) at beginning of year	2019-11-30	$209,874
Did the plan have assets held for investment	2019-11-30	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	2019-11-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-11-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-11-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-11-30	Disclaimer
Accountancy firm name	2019-11-30	BRADY, MARTZ & ASSOCIATES, P.C.
Accountancy firm EIN	2019-11-30	450310328
2018 : CO-OP 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-11-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-11-30	$1,241
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-11-30	$373
Total income from all sources (including contributions)	2018-11-30	$313,750
Total loss/gain on sale of assets	2018-11-30	$0
Total of all expenses incurred	2018-11-30	$111,966
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-11-30	$91,642
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-11-30	$293,549
Value of total assets at end of year	2018-11-30	$2,369,084
Value of total assets at beginning of year	2018-11-30	$2,166,432
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-11-30	$20,324
Total interest from all sources	2018-11-30	$1,643
Total dividends received (eg from common stock, registered investment company shares)	2018-11-30	$46,922
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-11-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-11-30	$46,922
Administrative expenses professional fees incurred	2018-11-30	$19,155
Was this plan covered by a fidelity bond	2018-11-30	Yes
Value of fidelity bond cover	2018-11-30	$500,000
If this is an individual account plan, was there a blackout period	2018-11-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-11-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-11-30	No
Contributions received from participants	2018-11-30	$185,530
Participant contributions at end of year	2018-11-30	$44,062
Participant contributions at beginning of year	2018-11-30	$26,791
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-11-30	$1,241
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-11-30	$373
Other income not declared elsewhere	2018-11-30	$326
Administrative expenses (other) incurred	2018-11-30	$1,169
Total non interest bearing cash at end of year	2018-11-30	$75
Total non interest bearing cash at beginning of year	2018-11-30	$1,240
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-11-30	No
Value of net income/loss	2018-11-30	$201,784
Value of net assets at end of year (total assets less liabilities)	2018-11-30	$2,367,843
Value of net assets at beginning of year (total assets less liabilities)	2018-11-30	$2,166,059
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-11-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-11-30	No
Were any leases to which the plan was party in default or uncollectible	2018-11-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-11-30	$1,704,765
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-11-30	$1,611,499
Interest on participant loans	2018-11-30	$1,643
Value of interest in common/collective trusts at end of year	2018-11-30	$106,789
Value of interest in common/collective trusts at beginning of year	2018-11-30	$86,844
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-11-30	$6,228
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-11-30	$105,091
Asset value of US Government securities at end of year	2018-11-30	$178,492
Asset value of US Government securities at beginning of year	2018-11-30	$137,089
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-11-30	$-32,283
Net investment gain or loss from common/collective trusts	2018-11-30	$3,593
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-11-30	No
Was there a failure to transmit to the plan any participant contributions	2018-11-30	No
Has the plan failed to provide any benefit when due under the plan	2018-11-30	No
Contributions received in cash from employer	2018-11-30	$108,019
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-11-30	$91,642
Asset. Corporate debt instrument preferred debt at end of year	2018-11-30	$118,799
Asset. Corporate debt instrument preferred debt at beginning of year	2018-11-30	$74,375
Asset. Corporate debt instrument debt (other) at end of year	2018-11-30	$209,874
Asset. Corporate debt instrument debt (other) at beginning of year	2018-11-30	$123,503
Did the plan have assets held for investment	2018-11-30	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	2018-11-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-11-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-11-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-11-30	Disclaimer
Accountancy firm name	2018-11-30	BRADY, MARTZ & ASSOCIATES, P.C.
Accountancy firm EIN	2018-11-30	450310328
2017 : CO-OP 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-11-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-11-30	$373
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-11-30	$284
Total income from all sources (including contributions)	2017-11-30	$536,983
Total loss/gain on sale of assets	2017-11-30	$0
Total of all expenses incurred	2017-11-30	$221,335
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-11-30	$155,856
Value of total corrective distributions	2017-11-30	$49,564
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-11-30	$271,405
Value of total assets at end of year	2017-11-30	$2,166,432
Value of total assets at beginning of year	2017-11-30	$1,850,695
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-11-30	$15,915
Total interest from all sources	2017-11-30	$770
Total dividends received (eg from common stock, registered investment company shares)	2017-11-30	$38,616
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-11-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-11-30	$38,616
Administrative expenses professional fees incurred	2017-11-30	$14,885
Was this plan covered by a fidelity bond	2017-11-30	Yes
Value of fidelity bond cover	2017-11-30	$200,000
If this is an individual account plan, was there a blackout period	2017-11-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-11-30	No
Contributions received from participants	2017-11-30	$153,608
Participant contributions at end of year	2017-11-30	$26,791
Participant contributions at beginning of year	2017-11-30	$4,462
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-11-30	$373
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-11-30	$284
Other income not declared elsewhere	2017-11-30	$5,069
Administrative expenses (other) incurred	2017-11-30	$1,030
Total non interest bearing cash at end of year	2017-11-30	$1,240
Total non interest bearing cash at beginning of year	2017-11-30	$47
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-11-30	No
Value of net income/loss	2017-11-30	$315,648
Value of net assets at end of year (total assets less liabilities)	2017-11-30	$2,166,059
Value of net assets at beginning of year (total assets less liabilities)	2017-11-30	$1,850,411
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-11-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-11-30	No
Were any leases to which the plan was party in default or uncollectible	2017-11-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-11-30	$1,611,499
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-11-30	$1,323,633
Interest on participant loans	2017-11-30	$770
Value of interest in common/collective trusts at end of year	2017-11-30	$86,844
Value of interest in common/collective trusts at beginning of year	2017-11-30	$111,739
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-11-30	$105,091
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-11-30	$99,726
Asset value of US Government securities at end of year	2017-11-30	$137,089
Asset value of US Government securities at beginning of year	2017-11-30	$123,684
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-11-30	$218,004
Net investment gain or loss from common/collective trusts	2017-11-30	$3,119
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-11-30	No
Was there a failure to transmit to the plan any participant contributions	2017-11-30	No
Has the plan failed to provide any benefit when due under the plan	2017-11-30	No
Contributions received in cash from employer	2017-11-30	$117,797
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-11-30	$155,856
Asset. Corporate debt instrument preferred debt at end of year	2017-11-30	$74,375
Asset. Corporate debt instrument preferred debt at beginning of year	2017-11-30	$69,966
Asset. Corporate debt instrument debt (other) at end of year	2017-11-30	$123,503
Asset. Corporate debt instrument debt (other) at beginning of year	2017-11-30	$117,438
Did the plan have assets held for investment	2017-11-30	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	2017-11-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-11-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-11-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-11-30	Disclaimer
Accountancy firm name	2017-11-30	BRADY, MARTZ & ASSOCIATES, P.C.
Accountancy firm EIN	2017-11-30	450310328
2016 : CO-OP 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-11-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-11-30	$284
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-11-30	$0
Total income from all sources (including contributions)	2016-11-30	$313,508
Total loss/gain on sale of assets	2016-11-30	$0
Total of all expenses incurred	2016-11-30	$156,687
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-11-30	$130,020
Value of total corrective distributions	2016-11-30	$2,417
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-11-30	$241,707
Value of total assets at end of year	2016-11-30	$1,850,695
Value of total assets at beginning of year	2016-11-30	$1,693,590
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-11-30	$24,250
Total interest from all sources	2016-11-30	$193
Total dividends received (eg from common stock, registered investment company shares)	2016-11-30	$42,371
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-11-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-11-30	$42,371
Administrative expenses professional fees incurred	2016-11-30	$23,289
Was this plan covered by a fidelity bond	2016-11-30	Yes
Value of fidelity bond cover	2016-11-30	$200,000
If this is an individual account plan, was there a blackout period	2016-11-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-11-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-11-30	Yes
Amount of non-exempt transactions with any party-in-interest	2016-11-30	$8
Contributions received from participants	2016-11-30	$149,981
Participant contributions at end of year	2016-11-30	$4,462
Participant contributions at beginning of year	2016-11-30	$2,134
Assets. Other investments not covered elsewhere at beginning of year	2016-11-30	$377,776
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-11-30	$284
Other income not declared elsewhere	2016-11-30	$5,340
Administrative expenses (other) incurred	2016-11-30	$961
Total non interest bearing cash at end of year	2016-11-30	$47
Total non interest bearing cash at beginning of year	2016-11-30	$10,636
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-11-30	No
Value of net income/loss	2016-11-30	$156,821
Value of net assets at end of year (total assets less liabilities)	2016-11-30	$1,850,411
Value of net assets at beginning of year (total assets less liabilities)	2016-11-30	$1,693,590
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-11-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-11-30	No
Were any leases to which the plan was party in default or uncollectible	2016-11-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-11-30	$1,323,633
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-11-30	$1,195,551
Interest on participant loans	2016-11-30	$193
Value of interest in common/collective trusts at end of year	2016-11-30	$111,739
Value of interest in common/collective trusts at beginning of year	2016-11-30	$107,493
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-11-30	$99,726
Asset value of US Government securities at end of year	2016-11-30	$123,684
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-11-30	$22,057
Net investment gain or loss from common/collective trusts	2016-11-30	$1,840
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-11-30	No
Was there a failure to transmit to the plan any participant contributions	2016-11-30	Yes
Has the plan failed to provide any benefit when due under the plan	2016-11-30	No
Contributions received in cash from employer	2016-11-30	$91,726
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-11-30	$130,020
Asset. Corporate debt instrument preferred debt at end of year	2016-11-30	$69,966
Asset. Corporate debt instrument debt (other) at end of year	2016-11-30	$117,438
Did the plan have assets held for investment	2016-11-30	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	2016-11-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-11-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-11-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-11-30	Disclaimer
Accountancy firm name	2016-11-30	BRADY, MARTZ & ASSOCIATES, P. C.
Accountancy firm EIN	2016-11-30	450310328
2015 : CO-OP 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-11-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-11-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-11-30	$0
Total income from all sources (including contributions)	2015-11-30	$844,500
Total loss/gain on sale of assets	2015-11-30	$0
Total of all expenses incurred	2015-11-30	$990,330
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-11-30	$974,379
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-11-30	$844,706
Value of total assets at end of year	2015-11-30	$1,693,590
Value of total assets at beginning of year	2015-11-30	$1,839,420
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-11-30	$15,951
Total interest from all sources	2015-11-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-11-30	$63,117
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-11-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-11-30	$63,117
Administrative expenses professional fees incurred	2015-11-30	$15,951
Was this plan covered by a fidelity bond	2015-11-30	Yes
Value of fidelity bond cover	2015-11-30	$200,000
If this is an individual account plan, was there a blackout period	2015-11-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-11-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-11-30	No
Contributions received from participants	2015-11-30	$195,165
Participant contributions at end of year	2015-11-30	$2,134
Participant contributions at beginning of year	2015-11-30	$38,553
Assets. Other investments not covered elsewhere at end of year	2015-11-30	$377,776
Income. Received or receivable in cash from other sources (including rollovers)	2015-11-30	$544,181
Other income not declared elsewhere	2015-11-30	$16,503
Total non interest bearing cash at end of year	2015-11-30	$10,636
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-11-30	No
Value of net income/loss	2015-11-30	$-145,830
Value of net assets at end of year (total assets less liabilities)	2015-11-30	$1,693,590
Value of net assets at beginning of year (total assets less liabilities)	2015-11-30	$1,839,420
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-11-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-11-30	No
Were any leases to which the plan was party in default or uncollectible	2015-11-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-11-30	$1,195,551
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-11-30	$1,292,030
Value of interest in common/collective trusts at end of year	2015-11-30	$107,493
Value of interest in common/collective trusts at beginning of year	2015-11-30	$508,837
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-11-30	$-82,686
Net investment gain or loss from common/collective trusts	2015-11-30	$2,860
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-11-30	No
Was there a failure to transmit to the plan any participant contributions	2015-11-30	Yes
Has the plan failed to provide any benefit when due under the plan	2015-11-30	No
Contributions received in cash from employer	2015-11-30	$105,360
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-11-30	$974,379
Did the plan have assets held for investment	2015-11-30	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	2015-11-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-11-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-11-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-11-30	Disclaimer
Accountancy firm name	2015-11-30	BRADY, MARTZ & ASSOCIATES, P.C.
Accountancy firm EIN	2015-11-30	450310328
2010 : CO-OP 401(K) PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-11-30	$0

Form 5500 Responses for CO-OP 401(K) PLAN

2021: CO-OP 401(K) PLAN 2021 form 5500 responses
2021-12-01	Type of plan entity	Single employer plan
2021-12-01	Submission has been amended	No
2021-12-01	This submission is the final filing	No
2021-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-12-01	Plan is a collectively bargained plan	No
2021-12-01	Plan funding arrangement – Insurance	Yes
2021-12-01	Plan funding arrangement – Trust	Yes
2021-12-01	Plan benefit arrangement – Insurance	Yes
2021-12-01	Plan benefit arrangement - Trust	Yes
2020: CO-OP 401(K) PLAN 2020 form 5500 responses
2020-12-01	Type of plan entity	Single employer plan
2020-12-01	Submission has been amended	No
2020-12-01	This submission is the final filing	No
2020-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-12-01	Plan is a collectively bargained plan	No
2020-12-01	Plan funding arrangement – Insurance	Yes
2020-12-01	Plan funding arrangement – Trust	Yes
2020-12-01	Plan benefit arrangement – Insurance	Yes
2020-12-01	Plan benefit arrangement - Trust	Yes
2019: CO-OP 401(K) PLAN 2019 form 5500 responses
2019-12-01	Type of plan entity	Single employer plan
2019-12-01	Submission has been amended	No
2019-12-01	This submission is the final filing	No
2019-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-12-01	Plan is a collectively bargained plan	No
2019-12-01	Plan funding arrangement – Insurance	Yes
2019-12-01	Plan funding arrangement – Trust	Yes
2019-12-01	Plan benefit arrangement – Insurance	Yes
2019-12-01	Plan benefit arrangement - Trust	Yes
2018: CO-OP 401(K) PLAN 2018 form 5500 responses
2018-12-01	Type of plan entity	Single employer plan
2018-12-01	Submission has been amended	No
2018-12-01	This submission is the final filing	No
2018-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-12-01	Plan is a collectively bargained plan	No
2018-12-01	Plan funding arrangement – Insurance	Yes
2018-12-01	Plan funding arrangement – Trust	Yes
2018-12-01	Plan benefit arrangement – Insurance	Yes
2018-12-01	Plan benefit arrangement - Trust	Yes
2017: CO-OP 401(K) PLAN 2017 form 5500 responses
2017-12-01	Type of plan entity	Single employer plan
2017-12-01	Submission has been amended	No
2017-12-01	This submission is the final filing	No
2017-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-12-01	Plan is a collectively bargained plan	No
2017-12-01	Plan funding arrangement – Insurance	Yes
2017-12-01	Plan funding arrangement – Trust	Yes
2017-12-01	Plan benefit arrangement – Insurance	Yes
2017-12-01	Plan benefit arrangement - Trust	Yes
2016: CO-OP 401(K) PLAN 2016 form 5500 responses
2016-12-01	Type of plan entity	Single employer plan
2016-12-01	Submission has been amended	No
2016-12-01	This submission is the final filing	No
2016-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-12-01	Plan is a collectively bargained plan	No
2016-12-01	Plan funding arrangement – Insurance	Yes
2016-12-01	Plan funding arrangement – Trust	Yes
2016-12-01	Plan benefit arrangement – Insurance	Yes
2016-12-01	Plan benefit arrangement - Trust	Yes
2015: CO-OP 401(K) PLAN 2015 form 5500 responses
2015-12-01	Type of plan entity	Single employer plan
2015-12-01	Submission has been amended	No
2015-12-01	This submission is the final filing	No
2015-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-12-01	Plan is a collectively bargained plan	No
2015-12-01	Plan funding arrangement – Insurance	Yes
2015-12-01	Plan funding arrangement – Trust	Yes
2015-12-01	Plan benefit arrangement - Trust	Yes
2014: CO-OP 401(K) PLAN 2014 form 5500 responses
2014-12-01	Type of plan entity	Single employer plan
2014-12-01	Submission has been amended	No
2014-12-01	This submission is the final filing	No
2014-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-12-01	Plan is a collectively bargained plan	No
2014-12-01	Plan funding arrangement – Trust	Yes
2014-12-01	Plan benefit arrangement - Trust	Yes
2009: CO-OP 401(K) PLAN 2009 form 5500 responses
2009-12-01	Type of plan entity	Single employer plan
2009-12-01	Submission has been amended	No
2009-12-01	This submission is the final filing	No
2009-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-12-01	Plan is a collectively bargained plan	No
2009-12-01	Plan funding arrangement – Trust	Yes
2009-12-01	Plan benefit arrangement - Trust	Yes
2008: CO-OP 401(K) PLAN 2008 form 5500 responses
2008-12-01	Type of plan entity	Single employer plan
2008-12-01	Submission has been amended	No
2008-12-01	This submission is the final filing	No
2008-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-12-01	Plan is a collectively bargained plan	No

Insurance Providers Used on plan

MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )

Policy contract number

MDA01360TR

Policy instance

Insurance contract or identification number	MDA01360TR
Number of Individuals Covered	130
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
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

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

062491

Policy instance

Insurance contract or identification number	062491
Number of Individuals Covered	130
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
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

PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )

Policy contract number

G-027795

Policy instance

Insurance contract or identification number	G-027795
Number of Individuals Covered	130
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
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

AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 )

Policy contract number

1666920

Policy instance

Insurance contract or identification number	1666920
Number of Individuals Covered	130
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
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

AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 )

Policy contract number

1666920

Policy instance

Insurance contract or identification number	1666920
Number of Individuals Covered	128
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
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

PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )

Policy contract number

G-027795

Policy instance

Insurance contract or identification number	G-027795
Number of Individuals Covered	128
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
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

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

062491

Policy instance

Insurance contract or identification number	062491
Number of Individuals Covered	128
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
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

MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )

Policy contract number

MDA01360TR

Policy instance

Insurance contract or identification number	MDA01360TR
Number of Individuals Covered	128
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
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

MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )

Policy contract number

MDA01360TR

Policy instance

Insurance contract or identification number	MDA01360TR
Number of Individuals Covered	121
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
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

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

062491

Policy instance

Insurance contract or identification number	062491
Number of Individuals Covered	121
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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

PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )

Policy contract number

G-027795

Policy instance

Insurance contract or identification number	G-027795
Number of Individuals Covered	121
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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

AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 )

Policy contract number

1666920

Policy instance

Insurance contract or identification number	1666920
Number of Individuals Covered	121
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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

AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 )

Policy contract number

1666920

Policy instance

Insurance contract or identification number	1666920
Number of Individuals Covered	119
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

32938

Policy instance

Insurance contract or identification number	32938
Number of Individuals Covered	119
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
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

PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )

Policy contract number

G-027795

Policy instance

Insurance contract or identification number	G-027795
Number of Individuals Covered	119
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

062491

Policy instance

Insurance contract or identification number	062491
Number of Individuals Covered	119
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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

MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )

Policy contract number

MDA01360TR

Policy instance

Insurance contract or identification number	MDA01360TR
Number of Individuals Covered	119
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
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

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

062491

Policy instance

Insurance contract or identification number	062491
Number of Individuals Covered	119
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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

PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )

Policy contract number

G-027795

Policy instance

Insurance contract or identification number	G-027795
Number of Individuals Covered	119
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

32937

Policy instance

Insurance contract or identification number	32937
Number of Individuals Covered	119
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
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

AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 )

Policy contract number

1666920

Policy instance

Insurance contract or identification number	1666920
Number of Individuals Covered	119
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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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Company Name:	FARMERS UNION OIL COMPANY
Employer identification number (EIN):	450213098
NAIC Classification:	115110