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WESTERN REFINING & AFFILIATED COMPANIES 401(K) PLAN 401k Plan overview

Plan NameWESTERN REFINING & AFFILIATED COMPANIES 401(K) PLAN
Plan identification number 001

WESTERN REFINING & AFFILIATED COMPANIES 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WESTERN REFINING, INC. has sponsored the creation of one or more 401k plans.

Company Name:WESTERN REFINING, INC.
Employer identification number (EIN):203472415
NAIC Classification:324110
NAIC Description:Petroleum Refineries

Additional information about WESTERN REFINING, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2005-11-09
Company Identification Number: 0800569032
Legal Registered Office Address: 19100 RIDGEWOOD PARKWAY C/O TAX DEPARTME

SAN ANTONIO
United States of America (USA)
78259

More information about WESTERN REFINING, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WESTERN REFINING & AFFILIATED COMPANIES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01SUSAN JENKINS
0012017-01-01SUSAN JENKINS
0012016-01-01SUSAN JENKINS
0012015-01-01SUSAN JENKINS
0012014-01-01SUSAN JENKINS
0012013-01-01SUSAN JENKINS
0012012-01-01DELBERT TINGEY DION GEARY2013-06-19
0012011-01-01DELBERT TINGEY
0012010-01-01DELBERT TINGEY DION GEARY2011-10-12
0012009-01-01DELBERT TINGEY DION GEARY2010-10-15

Plan Statistics for WESTERN REFINING & AFFILIATED COMPANIES 401(K) PLAN

401k plan membership statisitcs for WESTERN REFINING & AFFILIATED COMPANIES 401(K) PLAN

Measure Date Value
2018: WESTERN REFINING & AFFILIATED COMPANIES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-015,512
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-010
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: WESTERN REFINING & AFFILIATED COMPANIES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-014,718
Total number of active participants reported on line 7a of the Form 55002017-01-014,613
Number of retired or separated participants receiving benefits2017-01-016
Number of other retired or separated participants entitled to future benefits2017-01-01886
Total of all active and inactive participants2017-01-015,505
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-017
Total participants2017-01-015,512
Number of participants with account balances2017-01-013,864
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: WESTERN REFINING & AFFILIATED COMPANIES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014,799
Total number of active participants reported on line 7a of the Form 55002016-01-014,266
Number of retired or separated participants receiving benefits2016-01-015
Number of other retired or separated participants entitled to future benefits2016-01-01443
Total of all active and inactive participants2016-01-014,714
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-014
Total participants2016-01-014,718
Number of participants with account balances2016-01-012,676
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: WESTERN REFINING & AFFILIATED COMPANIES 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014,331
Total number of active participants reported on line 7a of the Form 55002015-01-014,330
Number of retired or separated participants receiving benefits2015-01-016
Number of other retired or separated participants entitled to future benefits2015-01-01460
Total of all active and inactive participants2015-01-014,796
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-014,799
Number of participants with account balances2015-01-012,333
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: WESTERN REFINING & AFFILIATED COMPANIES 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014,273
Total number of active participants reported on line 7a of the Form 55002014-01-013,852
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-01472
Total of all active and inactive participants2014-01-014,327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-014
Total participants2014-01-014,331
Number of participants with account balances2014-01-012,198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: WESTERN REFINING & AFFILIATED COMPANIES 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014,865
Total number of active participants reported on line 7a of the Form 55002013-01-013,726
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-01543
Total of all active and inactive participants2013-01-014,271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-014,273
Number of participants with account balances2013-01-012,167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: WESTERN REFINING & AFFILIATED COMPANIES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014,381
Total number of active participants reported on line 7a of the Form 55002012-01-014,334
Number of retired or separated participants receiving benefits2012-01-017
Number of other retired or separated participants entitled to future benefits2012-01-01520
Total of all active and inactive participants2012-01-014,861
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-014
Total participants2012-01-014,865
Number of participants with account balances2012-01-012,147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: WESTERN REFINING & AFFILIATED COMPANIES 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014,861
Total number of active participants reported on line 7a of the Form 55002011-01-013,819
Number of retired or separated participants receiving benefits2011-01-0110
Number of other retired or separated participants entitled to future benefits2011-01-01549
Total of all active and inactive participants2011-01-014,378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-013
Total participants2011-01-014,381
Number of participants with account balances2011-01-012,074
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: WESTERN REFINING & AFFILIATED COMPANIES 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-015,890
Total number of active participants reported on line 7a of the Form 55002010-01-014,243
Number of retired or separated participants receiving benefits2010-01-018
Number of other retired or separated participants entitled to future benefits2010-01-01607
Total of all active and inactive participants2010-01-014,858
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-013
Total participants2010-01-014,861
Number of participants with account balances2010-01-012,202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-013
2009: WESTERN REFINING & AFFILIATED COMPANIES 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-016,249
Total number of active participants reported on line 7a of the Form 55002009-01-015,298
Number of retired or separated participants receiving benefits2009-01-019
Number of other retired or separated participants entitled to future benefits2009-01-01575
Total of all active and inactive participants2009-01-015,882
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-018
Total participants2009-01-015,890
Number of participants with account balances2009-01-012,508
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0148

Financial Data on WESTERN REFINING & AFFILIATED COMPANIES 401(K) PLAN

Measure Date Value
2018 : WESTERN REFINING & AFFILIATED COMPANIES 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-08-15$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-08-15$0
Total unrealized appreciation/depreciation of assets2018-08-15$0
Total transfer of assets to this plan2018-08-15$0
Total transfer of assets from this plan2018-08-15$260,397,631
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-08-15$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-08-15$0
Expenses. Interest paid2018-08-15$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-08-15$0
Total income from all sources (including contributions)2018-08-15$6,229,690
Total loss/gain on sale of assets2018-08-15$0
Total of all expenses incurred2018-08-15$18,673,083
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-08-15$18,660,150
Expenses. Certain deemed distributions of participant loans2018-08-15$14,070
Value of total corrective distributions2018-08-15$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-08-15$878,311
Value of total assets at end of year2018-08-15$0
Value of total assets at beginning of year2018-08-15$272,841,024
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-08-15$-1,137
Total income from rents2018-08-15$0
Total interest from all sources2018-08-15$267,869
Total dividends received (eg from common stock, registered investment company shares)2018-08-15$3,629,592
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-08-15No
Total dividends received from registered investment company shares (eg mutual funds)2018-08-15$3,629,592
Assets. Real estate other than employer real property at end of year2018-08-15$0
Assets. Real estate other than employer real property at beginning of year2018-08-15$0
Administrative expenses professional fees incurred2018-08-15$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-08-15$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-08-15$0
Was this plan covered by a fidelity bond2018-08-15Yes
Value of fidelity bond cover2018-08-15$10,000,000
If this is an individual account plan, was there a blackout period2018-08-15No
Were there any nonexempt tranactions with any party-in-interest2018-08-15No
Contributions received from participants2018-08-15$350,006
Participant contributions at end of year2018-08-15$0
Participant contributions at beginning of year2018-08-15$7,684,953
Participant contributions at end of year2018-08-15$0
Participant contributions at beginning of year2018-08-15$0
Assets. Other investments not covered elsewhere at end of year2018-08-15$0
Assets. Other investments not covered elsewhere at beginning of year2018-08-15$0
Income. Received or receivable in cash from other sources (including rollovers)2018-08-15$139,607
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-08-15$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-08-15$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-08-15$0
Assets. Loans (other than to participants) at end of year2018-08-15$0
Assets. Loans (other than to participants) at beginning of year2018-08-15$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-08-15$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-08-15$0
Other income not declared elsewhere2018-08-15$0
Administrative expenses (other) incurred2018-08-15$-37,644
Liabilities. Value of operating payables at end of year2018-08-15$0
Liabilities. Value of operating payables at beginning of year2018-08-15$0
Total non interest bearing cash at end of year2018-08-15$0
Total non interest bearing cash at beginning of year2018-08-15$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-08-15No
Income. Non cash contributions2018-08-15$0
Value of net income/loss2018-08-15$-12,443,393
Value of net assets at end of year (total assets less liabilities)2018-08-15$0
Value of net assets at beginning of year (total assets less liabilities)2018-08-15$272,841,024
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-08-15No
Were any loans by the plan or fixed income obligations due to the plan in default2018-08-15No
Were any leases to which the plan was party in default or uncollectible2018-08-15No
Assets. partnership/joint venture interests at end of year2018-08-15$0
Assets. partnership/joint venture interests at beginning of year2018-08-15$0
Investment advisory and management fees2018-08-15$36,507
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-08-15$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-08-15$253,281,469
Value of interest in pooled separate accounts at end of year2018-08-15$0
Value of interest in pooled separate accounts at beginning of year2018-08-15$9,779,054
Interest on participant loans2018-08-15$170,995
Income. Interest from loans (other than to participants)2018-08-15$0
Interest earned on other investments2018-08-15$41,108
Income. Interest from US Government securities2018-08-15$0
Income. Interest from corporate debt instruments2018-08-15$0
Value of interest in master investment trust accounts at end of year2018-08-15$0
Value of interest in master investment trust accounts at beginning of year2018-08-15$0
Value of interest in common/collective trusts at end of year2018-08-15$0
Value of interest in common/collective trusts at beginning of year2018-08-15$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-08-15$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-08-15$2,095,548
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-08-15$2,095,548
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-08-15$55,766
Assets. Value of investments in 103.12 investment entities at end of year2018-08-15$0
Assets. Value of investments in 103.12 investment entities at beginning of year2018-08-15$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-08-15$0
Asset value of US Government securities at end of year2018-08-15$0
Asset value of US Government securities at beginning of year2018-08-15$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-08-15$1,453,918
Net investment gain/loss from pooled separate accounts2018-08-15$0
Net investment gain or loss from common/collective trusts2018-08-15$0
Net gain/loss from 103.12 investment entities2018-08-15$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-08-15No
Was there a failure to transmit to the plan any participant contributions2018-08-15No
Has the plan failed to provide any benefit when due under the plan2018-08-15No
Assets. Invements in employer securities at end of year2018-08-15$0
Assets. Invements in employer securities at beginning of year2018-08-15$0
Assets. Value of employer real property at end of year2018-08-15$0
Assets. Value of employer real property at beginning of year2018-08-15$0
Contributions received in cash from employer2018-08-15$388,698
Employer contributions (assets) at end of year2018-08-15$0
Employer contributions (assets) at beginning of year2018-08-15$0
Income. Dividends from preferred stock2018-08-15$0
Income. Dividends from common stock2018-08-15$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-08-15$18,660,150
Asset. Corporate debt instrument preferred debt at end of year2018-08-15$0
Asset. Corporate debt instrument preferred debt at beginning of year2018-08-15$0
Asset. Corporate debt instrument debt (other) at end of year2018-08-15$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-08-15$0
Contract administrator fees2018-08-15$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-08-15No
Assets. Corporate common stocks other than exployer securities at end of year2018-08-15$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-08-15$0
Liabilities. Value of benefit claims payable at end of year2018-08-15$0
Liabilities. Value of benefit claims payable at beginning of year2018-08-15$0
Assets. Value of buildings and other operty used in plan operation at end of year2018-08-15$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-08-15$0
Did the plan have assets held for investment2018-08-15No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-08-15No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-08-15Yes
Aggregate proceeds on sale of assets2018-08-15$0
Aggregate carrying amount (costs) on sale of assets2018-08-15$0
Liabilities. Value of acquisition indebtedness at end of year2018-08-15$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-08-15$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-08-15Yes
Opinion of an independent qualified public accountant for this plan2018-08-15Disclaimer
Accountancy firm name2018-08-15MAYER HOFFMAN MCCANN, P.C.
Accountancy firm EIN2018-08-15431947695
2017 : WESTERN REFINING & AFFILIATED COMPANIES 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$52
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$69,802,789
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$25,487,542
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$25,352,815
Expenses. Certain deemed distributions of participant loans2017-12-31$32,482
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$27,897,933
Value of total assets at end of year2017-12-31$272,841,024
Value of total assets at beginning of year2017-12-31$228,525,829
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$102,245
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$331,630
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$13,116,696
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$13,116,696
Assets. Real estate other than employer real property at end of year2017-12-31$0
Assets. Real estate other than employer real property at beginning of year2017-12-31$0
Administrative expenses professional fees incurred2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$13,028,794
Participant contributions at end of year2017-12-31$7,684,953
Participant contributions at beginning of year2017-12-31$7,244,161
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$834,220
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Assets. Loans (other than to participants) at end of year2017-12-31$0
Assets. Loans (other than to participants) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$3
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$-16,486
Liabilities. Value of operating payables at end of year2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$49
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$44,315,247
Value of net assets at end of year (total assets less liabilities)2017-12-31$272,841,024
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$228,525,777
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
Assets. partnership/joint venture interests at end of year2017-12-31$0
Assets. partnership/joint venture interests at beginning of year2017-12-31$0
Investment advisory and management fees2017-12-31$118,731
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$253,281,469
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$208,562,324
Value of interest in pooled separate accounts at end of year2017-12-31$9,779,054
Value of interest in pooled separate accounts at beginning of year2017-12-31$10,258,427
Interest on participant loans2017-12-31$316,636
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$0
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in master investment trust accounts at end of year2017-12-31$0
Value of interest in master investment trust accounts at beginning of year2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$2,095,548
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$2,460,917
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$2,460,917
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$14,994
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Asset value of US Government securities at end of year2017-12-31$0
Asset value of US Government securities at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$28,270,363
Net investment gain/loss from pooled separate accounts2017-12-31$186,167
Net investment gain or loss from common/collective trusts2017-12-31$0
Net gain/loss from 103.12 investment entities2017-12-31$0
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
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Invements in employer securities at beginning of year2017-12-31$0
Assets. Value of employer real property at end of year2017-12-31$0
Assets. Value of employer real property at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$14,034,919
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$25,352,815
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$0
Contract administrator fees2017-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$0
Liabilities. Value of benefit claims payable at end of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$0
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
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MAYER HOFFMAN MCCANN, P.C.
Accountancy firm EIN2017-12-31431947695
2016 : WESTERN REFINING & AFFILIATED COMPANIES 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$52
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$39,491,200
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$24,951,109
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$24,876,924
Expenses. Certain deemed distributions of participant loans2016-12-31$21,384
Value of total corrective distributions2016-12-31$2,187
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$24,788,966
Value of total assets at end of year2016-12-31$228,525,829
Value of total assets at beginning of year2016-12-31$213,985,686
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$50,614
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$317,745
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$8,048,974
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$8,048,974
Assets. Real estate other than employer real property at end of year2016-12-31$0
Assets. Real estate other than employer real property at beginning of year2016-12-31$0
Administrative expenses professional fees incurred2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$12,101,791
Participant contributions at end of year2016-12-31$7,244,161
Participant contributions at beginning of year2016-12-31$7,417,328
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,609,156
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Assets. Loans (other than to participants) at end of year2016-12-31$0
Assets. Loans (other than to participants) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$3
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$-17,426
Liabilities. Value of operating payables at end of year2016-12-31$49
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$14,540,091
Value of net assets at end of year (total assets less liabilities)2016-12-31$228,525,777
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$213,985,686
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
Assets. partnership/joint venture interests at end of year2016-12-31$0
Assets. partnership/joint venture interests at beginning of year2016-12-31$0
Investment advisory and management fees2016-12-31$68,040
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$208,562,324
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$192,208,641
Value of interest in pooled separate accounts at end of year2016-12-31$10,258,427
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$311,942
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$0
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in master investment trust accounts at end of year2016-12-31$0
Value of interest in master investment trust accounts at beginning of year2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$2,460,917
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$14,359,717
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$14,359,717
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$5,803
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Asset value of US Government securities at end of year2016-12-31$0
Asset value of US Government securities at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$6,283,440
Net investment gain/loss from pooled separate accounts2016-12-31$52,075
Net investment gain or loss from common/collective trusts2016-12-31$0
Net gain/loss from 103.12 investment entities2016-12-31$0
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
Assets. Invements in employer securities at end of year2016-12-31$0
Assets. Invements in employer securities at beginning of year2016-12-31$0
Assets. Value of employer real property at end of year2016-12-31$0
Assets. Value of employer real property at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$11,078,019
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$24,876,924
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$0
Contract administrator fees2016-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$0
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$0
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
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MAYER HOFFMAN MCCANN, P.C.
Accountancy firm EIN2016-12-31431947695
2015 : WESTERN REFINING & AFFILIATED COMPANIES 401(K) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$0
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Expenses. Interest paid2015-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$0
Total income from all sources (including contributions)2015-12-31$22,502,592
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$17,714,708
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$17,693,730
Expenses. Certain deemed distributions of participant loans2015-12-31$6,391
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$22,004,191
Value of total assets at end of year2015-12-31$213,985,686
Value of total assets at beginning of year2015-12-31$209,197,802
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$14,587
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$306,350
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$10,843,831
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$10,843,831
Assets. Real estate other than employer real property at end of year2015-12-31$0
Assets. Real estate other than employer real property at beginning of year2015-12-31$0
Administrative expenses professional fees incurred2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$10,948,963
Participant contributions at end of year2015-12-31$7,417,328
Participant contributions at beginning of year2015-12-31$7,087,456
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,268,722
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Assets. Loans (other than to participants) at end of year2015-12-31$0
Assets. Loans (other than to participants) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$-26,058
Liabilities. Value of operating payables at end of year2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$4,787,884
Value of net assets at end of year (total assets less liabilities)2015-12-31$213,985,686
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$209,197,802
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at end of year2015-12-31$0
Assets. partnership/joint venture interests at beginning of year2015-12-31$0
Investment advisory and management fees2015-12-31$40,645
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$192,208,641
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$188,547,278
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$303,825
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$0
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest in master investment trust accounts at end of year2015-12-31$0
Value of interest in master investment trust accounts at beginning of year2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$14,359,717
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$13,563,068
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$13,563,068
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$2,525
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Asset value of US Government securities at end of year2015-12-31$0
Asset value of US Government securities at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-10,651,780
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$0
Net gain/loss from 103.12 investment entities2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$0
Assets. Invements in employer securities at beginning of year2015-12-31$0
Assets. Value of employer real property at end of year2015-12-31$0
Assets. Value of employer real property at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$9,786,506
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$17,693,730
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$0
Contract administrator fees2015-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$0
Liabilities. Value of benefit claims payable at end of year2015-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MAYER HOFFMAN MCCANN, P.C.
Accountancy firm EIN2015-12-31431947695
2014 : WESTERN REFINING & AFFILIATED COMPANIES 401(K) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$0
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Expenses. Interest paid2014-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$0
Total income from all sources (including contributions)2014-12-31$29,938,906
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$16,624,229
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$16,577,898
Expenses. Certain deemed distributions of participant loans2014-12-31$44,446
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$19,330,309
Value of total assets at end of year2014-12-31$209,197,802
Value of total assets at beginning of year2014-12-31$195,883,125
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,885
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$287,994
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$14,176,405
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$14,176,405
Assets. Real estate other than employer real property at end of year2014-12-31$0
Assets. Real estate other than employer real property at beginning of year2014-12-31$0
Administrative expenses professional fees incurred2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$9,694,857
Participant contributions at end of year2014-12-31$7,087,456
Participant contributions at beginning of year2014-12-31$6,348,982
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$833,935
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Assets. Loans (other than to participants) at end of year2014-12-31$0
Assets. Loans (other than to participants) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$-19,984
Liabilities. Value of operating payables at end of year2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$13,314,677
Value of net assets at end of year (total assets less liabilities)2014-12-31$209,197,802
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$195,883,125
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$0
Assets. partnership/joint venture interests at beginning of year2014-12-31$0
Investment advisory and management fees2014-12-31$21,869
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$188,547,278
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$176,127,807
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$285,864
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$0
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Value of interest in master investment trust accounts at end of year2014-12-31$0
Value of interest in master investment trust accounts at beginning of year2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$13,563,068
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$13,406,336
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$13,406,336
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$2,130
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Asset value of US Government securities at end of year2014-12-31$0
Asset value of US Government securities at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-3,855,802
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$0
Net gain/loss from 103.12 investment entities2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$0
Assets. Invements in employer securities at beginning of year2014-12-31$0
Assets. Value of employer real property at end of year2014-12-31$0
Assets. Value of employer real property at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$8,801,517
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$0
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$16,577,898
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$0
Contract administrator fees2014-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$0
Liabilities. Value of benefit claims payable at end of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MAYER HOFFMAN MCCANN, P.C.
Accountancy firm EIN2014-12-31431947695
2013 : WESTERN REFINING & AFFILIATED COMPANIES 401(K) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$47,856,760
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$11,586,464
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$11,519,897
Expenses. Certain deemed distributions of participant loans2013-12-31$3,141
Value of total corrective distributions2013-12-31$11,379
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$17,770,697
Value of total assets at end of year2013-12-31$195,883,125
Value of total assets at beginning of year2013-12-31$159,612,829
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$52,047
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$268,752
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$6,444,587
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$6,444,587
Assets. Real estate other than employer real property at end of year2013-12-31$0
Assets. Real estate other than employer real property at beginning of year2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$8,901,040
Participant contributions at end of year2013-12-31$6,348,982
Participant contributions at beginning of year2013-12-31$6,147,269
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$433,615
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Assets. Loans (other than to participants) at end of year2013-12-31$0
Assets. Loans (other than to participants) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$41,548
Liabilities. Value of operating payables at end of year2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$12,350
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$36,270,296
Value of net assets at end of year (total assets less liabilities)2013-12-31$195,883,125
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$159,612,829
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$0
Assets. partnership/joint venture interests at beginning of year2013-12-31$0
Investment advisory and management fees2013-12-31$10,499
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$176,127,807
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$137,965,424
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$267,007
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$0
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Value of interest in master investment trust accounts at end of year2013-12-31$0
Value of interest in master investment trust accounts at beginning of year2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$13,406,336
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$15,487,786
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$15,487,786
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1,745
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Asset value of US Government securities at end of year2013-12-31$0
Asset value of US Government securities at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$23,372,724
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$0
Net gain/loss from 103.12 investment entities2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$0
Assets. Invements in employer securities at beginning of year2013-12-31$0
Assets. Value of employer real property at end of year2013-12-31$0
Assets. Value of employer real property at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$8,436,042
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$11,519,897
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$0
Contract administrator fees2013-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$0
Liabilities. Value of benefit claims payable at end of year2013-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MAYER HOFFMAN MCCANN, P.C.
Accountancy firm EIN2013-12-31431947695
2012 : WESTERN REFINING & AFFILIATED COMPANIES 401(K) PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$29,596,607
Total of all expenses incurred2012-12-31$15,623,400
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$15,541,369
Expenses. Certain deemed distributions of participant loans2012-12-31$16,301
Value of total corrective distributions2012-12-31$19,224
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$13,404,099
Value of total assets at end of year2012-12-31$159,612,829
Value of total assets at beginning of year2012-12-31$145,639,622
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$46,506
Total interest from all sources2012-12-31$279,056
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$4,318,878
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$4,318,878
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$7,852,504
Participant contributions at end of year2012-12-31$6,147,269
Participant contributions at beginning of year2012-12-31$6,269,804
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$408,754
Administrative expenses (other) incurred2012-12-31$41,323
Total non interest bearing cash at end of year2012-12-31$12,350
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$13,973,207
Value of net assets at end of year (total assets less liabilities)2012-12-31$159,612,829
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$145,639,622
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$5,183
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$137,965,424
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$126,405,829
Interest on participant loans2012-12-31$277,505
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$15,487,786
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$12,959,369
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$12,959,369
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1,551
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$11,594,574
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$5,142,841
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$15,541,369
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$4,620
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MAYER HOFFMAN MCCANN, P.C.
Accountancy firm EIN2012-12-31431947695
2011 : WESTERN REFINING & AFFILIATED COMPANIES 401(K) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$2,291
Total unrealized appreciation/depreciation of assets2011-12-31$2,291
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$11,581,804
Total of all expenses incurred2011-12-31$22,624,668
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$22,552,775
Expenses. Certain deemed distributions of participant loans2011-12-31$29,319
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$13,320,616
Value of total assets at end of year2011-12-31$145,639,622
Value of total assets at beginning of year2011-12-31$156,682,486
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$42,574
Total interest from all sources2011-12-31$310,049
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$4,187,635
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$4,187,435
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$7,729,976
Participant contributions at end of year2011-12-31$6,269,804
Participant contributions at beginning of year2011-12-31$6,729,744
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$159,996
Administrative expenses (other) incurred2011-12-31$42,364
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-11,042,864
Value of net assets at end of year (total assets less liabilities)2011-12-31$145,639,622
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$156,682,486
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$210
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$126,405,829
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$132,854,720
Interest on participant loans2011-12-31$307,684
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$12,959,369
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$17,098,022
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$17,098,022
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$2,365
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-6,238,787
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$5,430,644
Income. Dividends from common stock2011-12-31$200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$22,552,775
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$4,620
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MAYER HOFFMAN MCCANN, P.C.
Accountancy firm EIN2011-12-31431947695
2010 : WESTERN REFINING & AFFILIATED COMPANIES 401(K) PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$32,098,370
Total of all expenses incurred2010-12-31$44,326,995
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$44,262,829
Value of total corrective distributions2010-12-31$10,086
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$14,996,613
Value of total assets at end of year2010-12-31$156,682,486
Value of total assets at beginning of year2010-12-31$168,911,111
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$54,080
Total interest from all sources2010-12-31$388,809
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$3,100,530
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$3,100,530
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$8,739,135
Participant contributions at end of year2010-12-31$6,729,744
Participant contributions at beginning of year2010-12-31$7,014,752
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$163,352
Administrative expenses (other) incurred2010-12-31$54,080
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-12,228,625
Value of net assets at end of year (total assets less liabilities)2010-12-31$156,682,486
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$168,911,111
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$132,854,720
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$133,462,832
Interest on participant loans2010-12-31$387,986
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$17,098,022
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$28,433,527
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$28,433,527
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$823
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$13,612,418
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$6,094,126
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$44,262,829
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31LAUTERBACH, BORSCHOW & CO
Accountancy firm EIN2010-12-31742014723
2009 : WESTERN REFINING & AFFILIATED COMPANIES 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for WESTERN REFINING & AFFILIATED COMPANIES 401(K) PLAN

2018: WESTERN REFINING & AFFILIATED COMPANIES 401(K) 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 filingYes
2018-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WESTERN REFINING & AFFILIATED COMPANIES 401(K) 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 planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WESTERN REFINING & AFFILIATED COMPANIES 401(K) 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 planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WESTERN REFINING & AFFILIATED COMPANIES 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WESTERN REFINING & AFFILIATED COMPANIES 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WESTERN REFINING & AFFILIATED COMPANIES 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WESTERN REFINING & AFFILIATED COMPANIES 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WESTERN REFINING & AFFILIATED COMPANIES 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: WESTERN REFINING & AFFILIATED COMPANIES 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: WESTERN REFINING & AFFILIATED COMPANIES 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA31705
Policy instance 1
Insurance contract or identification numberGA31705
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-08-15
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA31705
Policy instance 1
Insurance contract or identification numberGA31705
Number of Individuals Covered378
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
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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