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HOVENSA LEGACY EMPLOYEES' PENSION PLAN 401k Plan overview

Plan NameHOVENSA LEGACY EMPLOYEES' PENSION PLAN
Plan identification number 002

HOVENSA LEGACY EMPLOYEES' PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

HESS CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:HESS CORPORATION
Employer identification number (EIN):134921002
NAIC Classification:324110
NAIC Description:Petroleum Refineries

Additional information about HESS CORPORATION

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 0097017

More information about HESS CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOVENSA LEGACY EMPLOYEES' PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01BRENT SCHWARTZ
0022016-01-01BRENT SCHWARTZ

Plan Statistics for HOVENSA LEGACY EMPLOYEES' PENSION PLAN

401k plan membership statisitcs for HOVENSA LEGACY EMPLOYEES' PENSION PLAN

Measure Date Value
2022: HOVENSA LEGACY EMPLOYEES' PENSION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01920
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: HOVENSA LEGACY EMPLOYEES' PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-31150,246,210
Acturial value of plan assets2021-12-31148,569,987
Funding target for retired participants and beneficiaries receiving payment2021-12-3166,112,615
Number of terminated vested participants2021-12-31301
Fundng target for terminated vested participants2021-12-3120,807,563
Active participant vested funding target2021-12-31389,725
Number of active participants2021-12-314
Total funding liabilities for active participants2021-12-31434,746
Total participant count2021-12-31948
Total funding target for all participants2021-12-3187,354,924
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-3124,849,283
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-3124,849,283
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-3128,894,746
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-3116,201
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01935
Total number of active participants reported on line 7a of the Form 55002021-01-014
Number of retired or separated participants receiving benefits2021-01-01565
Number of other retired or separated participants entitled to future benefits2021-01-01284
Total of all active and inactive participants2021-01-01853
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0167
Total participants2021-01-01920
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: HOVENSA LEGACY EMPLOYEES' PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-31134,851,221
Acturial value of plan assets2020-12-31133,733,041
Funding target for retired participants and beneficiaries receiving payment2020-12-3168,585,086
Number of terminated vested participants2020-12-31316
Fundng target for terminated vested participants2020-12-3121,657,615
Active participant vested funding target2020-12-31430,851
Number of active participants2020-12-314
Total funding liabilities for active participants2020-12-31471,265
Total participant count2020-12-31959
Total funding target for all participants2020-12-3190,713,966
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-3119,778,238
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-3119,778,238
Present value of excess contributions2020-12-31970,093
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-311,024,418
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-311,024,418
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-3124,849,283
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31200,000
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01947
Total number of active participants reported on line 7a of the Form 55002020-01-014
Number of retired or separated participants receiving benefits2020-01-01568
Number of other retired or separated participants entitled to future benefits2020-01-01290
Total of all active and inactive participants2020-01-01862
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0173
Total participants2020-01-01935
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: HOVENSA LEGACY EMPLOYEES' PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-31116,577,440
Acturial value of plan assets2019-12-31118,531,569
Funding target for retired participants and beneficiaries receiving payment2019-12-3168,806,752
Number of terminated vested participants2019-12-31322
Fundng target for terminated vested participants2019-12-3120,954,546
Active participant vested funding target2019-12-31388,430
Number of active participants2019-12-314
Total funding liabilities for active participants2019-12-31423,866
Total participant count2019-12-31957
Total funding target for all participants2019-12-3190,185,164
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3117,027,029
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-3117,027,029
Present value of excess contributions2019-12-312,887,125
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-313,054,290
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-313,054,290
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-3119,778,238
Total employer contributions2019-12-311,000,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31970,093
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31200,000
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-31970,093
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01945
Total number of active participants reported on line 7a of the Form 55002019-01-014
Number of retired or separated participants receiving benefits2019-01-01569
Number of other retired or separated participants entitled to future benefits2019-01-01298
Total of all active and inactive participants2019-01-01871
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0176
Total participants2019-01-01947
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: HOVENSA LEGACY EMPLOYEES' PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-31121,632,905
Acturial value of plan assets2018-12-31120,764,810
Funding target for retired participants and beneficiaries receiving payment2018-12-3168,165,730
Number of terminated vested participants2018-12-31332
Fundng target for terminated vested participants2018-12-3120,363,184
Active participant vested funding target2018-12-31790,436
Number of active participants2018-12-317
Total funding liabilities for active participants2018-12-31824,910
Total participant count2018-12-31968
Total funding target for all participants2018-12-3189,353,824
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-3116,067,782
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3117,027,029
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-3117,027,029
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-3117,027,029
Total employer contributions2018-12-313,000,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-312,887,125
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31300,000
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-312,887,125
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01956
Total number of active participants reported on line 7a of the Form 55002018-01-014
Number of retired or separated participants receiving benefits2018-01-01570
Number of other retired or separated participants entitled to future benefits2018-01-01308
Total of all active and inactive participants2018-01-01882
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0163
Total participants2018-01-01945
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: HOVENSA LEGACY EMPLOYEES' PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-31102,481,586
Acturial value of plan assets2017-12-31104,459,680
Funding target for retired participants and beneficiaries receiving payment2017-12-3166,593,248
Number of terminated vested participants2017-12-31323
Fundng target for terminated vested participants2017-12-3117,737,839
Active participant vested funding target2017-12-311,651,558
Number of active participants2017-12-3121
Total funding liabilities for active participants2017-12-311,973,594
Total participant count2017-12-31960
Total funding target for all participants2017-12-3186,304,681
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-316,458,041
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-316,863,606
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-3117,000,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3116,067,782
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31300,000
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-3116,067,782
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01960
Total number of active participants reported on line 7a of the Form 55002017-01-017
Number of retired or separated participants receiving benefits2017-01-01566
Number of other retired or separated participants entitled to future benefits2017-01-01320
Total of all active and inactive participants2017-01-01893
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0163
Total participants2017-01-01956
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: HOVENSA LEGACY EMPLOYEES' PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-31126,704,937
Acturial value of plan assets2016-12-31127,952,427
Funding target for retired participants and beneficiaries receiving payment2016-12-3162,946,936
Number of terminated vested participants2016-12-31984
Fundng target for terminated vested participants2016-12-3140,112,480
Active participant vested funding target2016-12-312,871,293
Number of active participants2016-12-3128
Total funding liabilities for active participants2016-12-313,215,783
Total participant count2016-12-311,604
Total funding target for all participants2016-12-31106,275,199
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-317,000,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-316,458,041
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31720,081
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-316,458,041
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-011,604
Total number of active participants reported on line 7a of the Form 55002016-01-0121
Number of retired or separated participants receiving benefits2016-01-01614
Number of other retired or separated participants entitled to future benefits2016-01-01320
Total of all active and inactive participants2016-01-01955
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-015
Total participants2016-01-01960
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010

Financial Data on HOVENSA LEGACY EMPLOYEES' PENSION PLAN

Measure Date Value
2022 : HOVENSA LEGACY EMPLOYEES' PENSION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-16$0
Total transfer of assets from this plan2022-12-16$14,889,930
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-16$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-16$243,721
Total income from all sources (including contributions)2022-12-16$-19,989,232
Total loss/gain on sale of assets2022-12-16$0
Total of all expenses incurred2022-12-16$104,374,608
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-16$103,436,226
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-16$0
Value of total assets at end of year2022-12-16$0
Value of total assets at beginning of year2022-12-16$139,497,491
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-16$938,382
Total interest from all sources2022-12-16$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-16$624,361
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-16Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-12-16$0
Total dividends received from registered investment company shares (eg mutual funds)2022-12-16$624,361
Administrative expenses professional fees incurred2022-12-16$854,557
Was this plan covered by a fidelity bond2022-12-16Yes
Value of fidelity bond cover2022-12-16$100,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-16No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-16$949,648
Administrative expenses (other) incurred2022-12-16$68,213
Liabilities. Value of operating payables at end of year2022-12-16$0
Liabilities. Value of operating payables at beginning of year2022-12-16$243,721
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-16No
Value of net income/loss2022-12-16$-124,363,840
Value of net assets at end of year (total assets less liabilities)2022-12-16$0
Value of net assets at beginning of year (total assets less liabilities)2022-12-16$139,253,770
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-16No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-16No
Were any leases to which the plan was party in default or uncollectible2022-12-16No
Investment advisory and management fees2022-12-16$15,612
Value of interest in common/collective trusts at end of year2022-12-16$0
Value of interest in common/collective trusts at beginning of year2022-12-16$139,497,491
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-16$79,908,557
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-16$-11,435,007
Net investment gain or loss from common/collective trusts2022-12-16$-9,178,586
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-16Yes
Was there a failure to transmit to the plan any participant contributions2022-12-16No
Has the plan failed to provide any benefit when due under the plan2022-12-16No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-16$22,578,021
Did the plan have assets held for investment2022-12-16No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-16No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-16Yes
Opinion of an independent qualified public accountant for this plan2022-12-16Unqualified
Accountancy firm name2022-12-16ERNST & YOUNG
Accountancy firm EIN2022-12-16346565596
2021 : HOVENSA LEGACY EMPLOYEES' PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$243,721
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$122,850
Total income from all sources (including contributions)2021-12-31$-4,137,973
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$6,731,617
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,875,682
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$139,497,491
Value of total assets at beginning of year2021-12-31$150,246,210
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$855,935
Total interest from all sources2021-12-31$829
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-12-31$0
Administrative expenses professional fees incurred2021-12-31$684,107
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$100,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Administrative expenses (other) incurred2021-12-31$81,666
Liabilities. Value of operating payables at end of year2021-12-31$243,721
Liabilities. Value of operating payables at beginning of year2021-12-31$122,850
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-10,869,590
Value of net assets at end of year (total assets less liabilities)2021-12-31$139,253,770
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$150,123,360
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$90,162
Interest earned on other investments2021-12-31$829
Value of interest in common/collective trusts at end of year2021-12-31$139,497,491
Value of interest in common/collective trusts at beginning of year2021-12-31$150,246,210
Net investment gain or loss from common/collective trusts2021-12-31$-4,138,802
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,875,682
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ERNST & YOUNG
Accountancy firm EIN2021-12-31346565596
2020 : HOVENSA LEGACY EMPLOYEES' PENSION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$122,850
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$10,047,877
Total income from all sources (including contributions)2020-12-31$21,499,327
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$6,169,311
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,796,767
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$150,246,210
Value of total assets at beginning of year2020-12-31$144,841,221
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$372,544
Total interest from all sources2020-12-31$14,054
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$203,212
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$100,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$7,489
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$9,990,000
Administrative expenses (other) incurred2020-12-31$81,500
Liabilities. Value of operating payables at end of year2020-12-31$122,850
Liabilities. Value of operating payables at beginning of year2020-12-31$57,877
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$15,330,016
Value of net assets at end of year (total assets less liabilities)2020-12-31$150,123,360
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$134,793,344
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$87,832
Interest earned on other investments2020-12-31$14,054
Value of interest in common/collective trusts at end of year2020-12-31$150,246,210
Value of interest in common/collective trusts at beginning of year2020-12-31$144,833,732
Net investment gain or loss from common/collective trusts2020-12-31$21,485,273
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,796,767
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31ERNST & YOUNG
Accountancy firm EIN2020-12-31346565596
2019 : HOVENSA LEGACY EMPLOYEES' PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$10,047,877
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$30,810
Total income from all sources (including contributions)2019-12-31$24,367,877
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$6,121,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,861,660
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,000,000
Value of total assets at end of year2019-12-31$144,841,221
Value of total assets at beginning of year2019-12-31$116,577,440
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$259,503
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$178,434
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$178,434
Administrative expenses professional fees incurred2019-12-31$113,566
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$100,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$7,489
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,560
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$9,990,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Administrative expenses (other) incurred2019-12-31$75,600
Liabilities. Value of operating payables at end of year2019-12-31$57,877
Liabilities. Value of operating payables at beginning of year2019-12-31$30,810
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$18,246,714
Value of net assets at end of year (total assets less liabilities)2019-12-31$134,793,344
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$116,546,630
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$70,337
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$11,629,514
Value of interest in common/collective trusts at end of year2019-12-31$144,833,732
Value of interest in common/collective trusts at beginning of year2019-12-31$104,946,366
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,738,814
Net investment gain or loss from common/collective trusts2019-12-31$20,450,629
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,861,660
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31ERNST & YOUNG
Accountancy firm EIN2019-12-31346565596
2018 : HOVENSA LEGACY EMPLOYEES' PENSION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$30,810
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$169,126
Total income from all sources (including contributions)2018-12-31$854,038
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$5,932,248
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,724,959
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,000,000
Value of total assets at end of year2018-12-31$116,577,440
Value of total assets at beginning of year2018-12-31$121,793,966
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$207,289
Total interest from all sources2018-12-31$1,707,813
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$457,085
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$457,085
Administrative expenses professional fees incurred2018-12-31$108,451
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$100,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,560
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$166,166
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$161,061
Administrative expenses (other) incurred2018-12-31$70,744
Liabilities. Value of operating payables at end of year2018-12-31$30,810
Liabilities. Value of operating payables at beginning of year2018-12-31$8,065
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-5,078,210
Value of net assets at end of year (total assets less liabilities)2018-12-31$116,546,630
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$121,624,840
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$28,094
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$11,629,514
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$118,659,323
Interest earned on other investments2018-12-31$1,707,813
Value of interest in common/collective trusts at end of year2018-12-31$104,946,366
Value of interest in common/collective trusts at beginning of year2018-12-31$2,968,477
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,386,333
Net investment gain or loss from common/collective trusts2018-12-31$-924,527
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$3,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,724,959
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31ERNST & YOUNG
Accountancy firm EIN2018-12-31346565596
2017 : HOVENSA LEGACY EMPLOYEES' PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$169,126
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$251,427
Total income from all sources (including contributions)2017-12-31$32,148,010
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$6,051,945
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,789,485
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$24,000,000
Value of total assets at end of year2017-12-31$121,793,966
Value of total assets at beginning of year2017-12-31$95,780,202
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$262,460
Total interest from all sources2017-12-31$1,819,571
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$577,954
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$577,954
Administrative expenses professional fees incurred2017-12-31$112,250
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$100,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$166,166
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$163,204
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$161,061
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$162,222
Administrative expenses (other) incurred2017-12-31$150,210
Liabilities. Value of operating payables at end of year2017-12-31$8,065
Liabilities. Value of operating payables at beginning of year2017-12-31$89,205
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$26,096,065
Value of net assets at end of year (total assets less liabilities)2017-12-31$121,624,840
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$95,528,775
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$118,659,323
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$93,337,289
Interest earned on other investments2017-12-31$1,819,571
Value of interest in common/collective trusts at end of year2017-12-31$2,968,477
Value of interest in common/collective trusts at beginning of year2017-12-31$2,279,709
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$5,750,485
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$24,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,789,485
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31ERNST & YOUNG
Accountancy firm EIN2017-12-31346565596
2016 : HOVENSA LEGACY EMPLOYEES' PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$251,427
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$206,907
Total income from all sources (including contributions)2016-12-31$6,199,621
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$37,371,252
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$36,718,442
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$95,780,202
Value of total assets at beginning of year2016-12-31$126,907,313
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$652,810
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$715,101
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$715,101
Administrative expenses professional fees incurred2016-12-31$269,570
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$100,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$163,204
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$202,470
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$162,222
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$202,376
Administrative expenses (other) incurred2016-12-31$383,240
Liabilities. Value of operating payables at end of year2016-12-31$89,205
Liabilities. Value of operating payables at beginning of year2016-12-31$4,531
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-31,171,631
Value of net assets at end of year (total assets less liabilities)2016-12-31$95,528,775
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$126,700,406
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$93,337,289
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$125,527,423
Value of interest in common/collective trusts at end of year2016-12-31$2,279,709
Value of interest in common/collective trusts at beginning of year2016-12-31$1,177,420
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$5,478,288
Net investment gain or loss from common/collective trusts2016-12-31$6,232
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$36,718,442
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31ERNST & YOUNG
Accountancy firm EIN2016-12-31346565596

Form 5500 Responses for HOVENSA LEGACY EMPLOYEES' PENSION PLAN

2022: HOVENSA LEGACY EMPLOYEES' PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingYes
2022-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HOVENSA LEGACY EMPLOYEES' PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HOVENSA LEGACY EMPLOYEES' PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HOVENSA LEGACY EMPLOYEES' PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HOVENSA LEGACY EMPLOYEES' PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HOVENSA LEGACY EMPLOYEES' PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HOVENSA LEGACY EMPLOYEES' PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberTFO 45245
Policy instance 1
Insurance contract or identification numberTFO 45245
Number of Individuals Covered767
Insurance policy start date2022-05-18
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
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 planYes
Contracts With Unallocated Funds Deposit Administration0
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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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