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SHIPLEY ENERGY 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameSHIPLEY ENERGY 401(K) RETIREMENT PLAN
Plan identification number 333

SHIPLEY ENERGY 401(K) RETIREMENT PLAN Benefits

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

401k Sponsoring company profile

SHIPLEY ENERGY COMPANY has sponsored the creation of one or more 401k plans.

Company Name:SHIPLEY ENERGY COMPANY
Employer identification number (EIN):231702483
NAIC Classification:454310
NAIC Description:Fuel Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHIPLEY ENERGY 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3332024-01-01LINDA M M MARTIN
3332023-01-01
3332023-01-01LINDA M M MARTIN
3332022-01-01
3332022-01-01LINDA M MARTIN
3332021-01-01
3332021-01-01GINA RUHL
3332020-01-01
3332019-01-01
3332018-01-01
3332017-01-01MATTHEW SOMMER MATTHEW SOMMER2018-10-15
3332016-01-01MATTHEW SOMMER MATTHEW SOMMER2017-10-11
3332015-01-01SHERYL NORRIS SHERYL NORRIS2016-09-08
3332014-01-01MATTHEW SOMMER MATTHEW SOMMER2015-09-10
3332013-01-01MATTHEW SOMMER MATTHEW SOMMER2014-10-14
3332012-01-01MATTHEW SOMMER MATTHEW SOMMER2013-10-11
3332011-05-01DAVID GRUNO DAVID GRUNO2012-10-12
3332009-05-01DAVID GRUNO

Financial Data on SHIPLEY ENERGY 401(K) RETIREMENT PLAN

Measure Date Value
2023 : SHIPLEY ENERGY 401(K) RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$6,493,014
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$2,130,223
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$2,129,673
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$2,135,300
Value of total assets at end of year2023-12-31$26,577,280
Value of total assets at beginning of year2023-12-31$22,214,489
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$550
Total interest from all sources2023-12-31$78,670
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,690,597
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$20,191
Other income not declared elsewhere2023-12-31$4,387
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$4,362,791
Value of net assets at end of year (total assets less liabilities)2023-12-31$26,577,280
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$22,214,489
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$23,531,766
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$18,768,380
Interest earned on other investments2023-12-31$78,670
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$3,045,514
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$3,446,109
Net investment gain/loss from pooled separate accounts2023-12-31$4,274,657
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$424,512
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$2,129,673
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31RKL LLP
Accountancy firm EIN2023-12-31232108173
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$6,493,014
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$2,130,223
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$2,129,673
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$2,135,300
Value of total assets at end of year2023-01-01$26,577,280
Value of total assets at beginning of year2023-01-01$22,214,489
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$550
Total interest from all sources2023-01-01$78,670
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$500,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$1,690,597
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$20,191
Other income not declared elsewhere2023-01-01$4,387
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$4,362,791
Value of net assets at end of year (total assets less liabilities)2023-01-01$26,577,280
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$22,214,489
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$23,531,766
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$18,768,380
Interest earned on other investments2023-01-01$78,670
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$3,045,514
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$3,446,109
Net investment gain/loss from pooled separate accounts2023-01-01$4,274,657
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$424,512
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$2,129,673
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01RKL LLP
Accountancy firm EIN2023-01-01232108173
2022 : SHIPLEY ENERGY 401(K) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,807,813
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,175,774
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,175,524
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,360,221
Value of total assets at end of year2022-12-31$22,214,489
Value of total assets at beginning of year2022-12-31$27,198,076
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$250
Total interest from all sources2022-12-31$77,283
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,654,371
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$199,229
Other income not declared elsewhere2022-12-31$904
Administrative expenses (other) incurred2022-12-31$250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,983,587
Value of net assets at end of year (total assets less liabilities)2022-12-31$22,214,489
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$27,198,076
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$18,768,380
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$23,862,829
Interest earned on other investments2022-12-31$77,283
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$3,446,109
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$3,335,247
Net investment gain/loss from pooled separate accounts2022-12-31$-4,246,221
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$506,621
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,175,524
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31RKL LLP
Accountancy firm EIN2022-12-31232108173
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-1,807,813
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$3,175,774
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$3,175,524
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$2,360,221
Value of total assets at end of year2022-01-01$22,214,489
Value of total assets at beginning of year2022-01-01$27,198,076
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$250
Total interest from all sources2022-01-01$77,283
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$1,654,371
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$199,229
Other income not declared elsewhere2022-01-01$904
Administrative expenses (other) incurred2022-01-01$250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-4,983,587
Value of net assets at end of year (total assets less liabilities)2022-01-01$22,214,489
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$27,198,076
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$18,768,380
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$23,862,829
Interest earned on other investments2022-01-01$77,283
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$3,446,109
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$3,335,247
Net investment gain/loss from pooled separate accounts2022-01-01$-4,246,221
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$506,621
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$3,175,524
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01RKL LLP
Accountancy firm EIN2022-01-01232108173
2021 : SHIPLEY ENERGY 401(K) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$5,970,889
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,677,872
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,677,272
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,857,910
Value of total assets at end of year2021-12-31$27,198,076
Value of total assets at beginning of year2021-12-31$23,905,059
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$600
Total interest from all sources2021-12-31$80,152
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,372,072
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$90,939
Other income not declared elsewhere2021-12-31$79
Administrative expenses (other) incurred2021-12-31$600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,293,017
Value of net assets at end of year (total assets less liabilities)2021-12-31$27,198,076
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$23,905,059
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$23,862,829
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$20,115,219
Interest earned on other investments2021-12-31$80,152
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$3,335,247
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,789,840
Net investment gain/loss from pooled separate accounts2021-12-31$4,032,748
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$394,899
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,677,272
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31RKL LLP
Accountancy firm EIN2021-12-31232108173
2020 : SHIPLEY ENERGY 401(K) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$5,371,421
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,390,538
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,387,094
Value of total corrective distributions2020-12-31$3,294
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,928,518
Value of total assets at end of year2020-12-31$23,905,059
Value of total assets at beginning of year2020-12-31$20,924,176
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$150
Total interest from all sources2020-12-31$80,747
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,270,163
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$296,584
Administrative expenses (other) incurred2020-12-31$150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,980,883
Value of net assets at end of year (total assets less liabilities)2020-12-31$23,905,059
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$20,924,176
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$20,115,219
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$17,894,207
Interest earned on other investments2020-12-31$80,747
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,789,840
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$3,029,969
Net investment gain/loss from pooled separate accounts2020-12-31$3,362,156
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$361,771
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,387,094
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31RKL LLP
Accountancy firm EIN2020-12-31232108173
2019 : SHIPLEY ENERGY 401(K) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$5,581,273
Total income from all sources (including contributions)2019-12-31$5,581,273
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,541,289
Total of all expenses incurred2019-12-31$1,541,289
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,540,789
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,540,789
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,684,809
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,684,809
Value of total assets at end of year2019-12-31$20,924,176
Value of total assets at end of year2019-12-31$20,924,176
Value of total assets at beginning of year2019-12-31$16,884,192
Value of total assets at beginning of year2019-12-31$16,884,192
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$500
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$500
Total interest from all sources2019-12-31$79,670
Total interest from all sources2019-12-31$79,670
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,252,980
Contributions received from participants2019-12-31$1,252,980
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$56,744
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$56,744
Administrative expenses (other) incurred2019-12-31$500
Administrative expenses (other) incurred2019-12-31$500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,039,984
Value of net income/loss2019-12-31$4,039,984
Value of net assets at end of year (total assets less liabilities)2019-12-31$20,924,176
Value of net assets at end of year (total assets less liabilities)2019-12-31$20,924,176
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$16,884,192
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$16,884,192
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$17,894,207
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$17,894,207
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$13,652,590
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$13,652,590
Interest earned on other investments2019-12-31$79,670
Interest earned on other investments2019-12-31$79,670
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,029,969
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,029,969
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,231,602
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,231,602
Net investment gain/loss from pooled separate accounts2019-12-31$3,816,794
Net investment gain/loss from pooled separate accounts2019-12-31$3,816,794
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$375,085
Contributions received in cash from employer2019-12-31$375,085
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,540,789
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,540,789
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RKL LLP
Accountancy firm name2019-12-31RKL LLP
Accountancy firm EIN2019-12-31232108173
Accountancy firm EIN2019-12-31232108173
2018 : SHIPLEY ENERGY 401(K) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,011,344
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,716,304
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,716,054
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,391,614
Value of total assets at end of year2018-12-31$16,884,192
Value of total assets at beginning of year2018-12-31$18,589,152
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$250
Total interest from all sources2018-12-31$80,385
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,038,569
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$57,997
Administrative expenses (other) incurred2018-12-31$250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,704,960
Value of net assets at end of year (total assets less liabilities)2018-12-31$16,884,192
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$18,589,152
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$13,652,590
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$15,657,058
Interest earned on other investments2018-12-31$80,385
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$3,231,602
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,932,094
Net investment gain/loss from pooled separate accounts2018-12-31$-460,655
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$295,048
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,716,054
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31RKL LLP
Accountancy firm EIN2018-12-31232108173
2017 : SHIPLEY ENERGY 401(K) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$4,384,048
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,800,140
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,799,940
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,585,444
Value of total assets at end of year2017-12-31$18,589,152
Value of total assets at beginning of year2017-12-31$16,005,244
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$200
Total interest from all sources2017-12-31$72,058
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$963,094
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$345,651
Other income not declared elsewhere2017-12-31$247
Administrative expenses (other) incurred2017-12-31$200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,583,908
Value of net assets at end of year (total assets less liabilities)2017-12-31$18,589,152
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$16,005,244
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$15,657,058
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$13,673,604
Interest earned on other investments2017-12-31$72,058
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,932,094
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,331,640
Net investment gain/loss from pooled separate accounts2017-12-31$2,726,299
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$276,699
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,799,940
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31RKL LLP
Accountancy firm EIN2017-12-31232108173
2016 : SHIPLEY ENERGY 401(K) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,282,338
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,389,536
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,359,958
Expenses. Certain deemed distributions of participant loans2016-12-31$29,578
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,208,681
Value of total assets at end of year2016-12-31$16,005,244
Value of total assets at beginning of year2016-12-31$15,112,442
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$68,096
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
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$916,310
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$28,295
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$34,779
Other income not declared elsewhere2016-12-31$821
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$892,802
Value of net assets at end of year (total assets less liabilities)2016-12-31$16,005,244
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$15,112,442
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$13,673,604
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$12,894,242
Interest earned on other investments2016-12-31$68,096
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,331,640
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,189,905
Net investment gain/loss from pooled separate accounts2016-12-31$1,004,740
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
Contributions received in cash from employer2016-12-31$257,592
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,359,958
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31RKL LLP
Accountancy firm EIN2016-12-31232108173
2015 : SHIPLEY ENERGY 401(K) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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
Total income from all sources (including contributions)2015-12-31$1,639,071
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,439,997
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,439,897
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,336,229
Value of total assets at end of year2015-12-31$15,112,442
Value of total assets at beginning of year2015-12-31$15,913,368
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$100
Total interest from all sources2015-12-31$67,289
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
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$957,055
Participant contributions at end of year2015-12-31$28,295
Participant contributions at beginning of year2015-12-31$60,823
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$64,934
Other income not declared elsewhere2015-12-31$-21,607
Administrative expenses (other) incurred2015-12-31$100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-800,926
Value of net assets at end of year (total assets less liabilities)2015-12-31$15,112,442
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$15,913,368
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$12,894,242
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$13,515,098
Interest on participant loans2015-12-31$1,404
Interest earned on other investments2015-12-31$65,885
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,189,905
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,337,447
Net investment gain/loss from pooled separate accounts2015-12-31$257,160
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
Contributions received in cash from employer2015-12-31$314,240
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,439,897
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
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 name2015-12-31REINSEL KUNTZ LESHER LLP
Accountancy firm EIN2015-12-31232108173
2014 : SHIPLEY ENERGY 401(K) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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
Total income from all sources (including contributions)2014-12-31$2,996,440
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,939,520
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,939,220
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,781,603
Value of total assets at end of year2014-12-31$15,913,368
Value of total assets at beginning of year2014-12-31$14,856,448
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$300
Total interest from all sources2014-12-31$74,799
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
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$913,967
Participant contributions at end of year2014-12-31$60,823
Participant contributions at beginning of year2014-12-31$53,175
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$570,418
Other income not declared elsewhere2014-12-31$30,826
Administrative expenses (other) incurred2014-12-31$300
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
Value of net income/loss2014-12-31$1,056,920
Value of net assets at end of year (total assets less liabilities)2014-12-31$15,913,368
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$14,856,448
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$13,515,098
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$12,123,057
Interest on participant loans2014-12-31$2,517
Interest earned on other investments2014-12-31$72,282
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,337,447
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,680,216
Net investment gain/loss from pooled separate accounts2014-12-31$1,109,212
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
Contributions received in cash from employer2014-12-31$297,218
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,939,220
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
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 name2014-12-31REINSEL KUNTZ LESHER LLP
Accountancy firm EIN2014-12-31232108173
2013 : SHIPLEY ENERGY 401(K) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$574,266
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
Total income from all sources (including contributions)2013-12-31$3,673,749
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$950,923
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$937,166
Expenses. Certain deemed distributions of participant loans2013-12-31$2,640
Value of total corrective distributions2013-12-31$11,067
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$977,612
Value of total assets at end of year2013-12-31$14,856,448
Value of total assets at beginning of year2013-12-31$11,559,356
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$50
Total interest from all sources2013-12-31$72,506
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
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$744,997
Participant contributions at end of year2013-12-31$53,175
Participant contributions at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$985
Administrative expenses (other) incurred2013-12-31$50
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
Value of net income/loss2013-12-31$2,722,826
Value of net assets at end of year (total assets less liabilities)2013-12-31$14,856,448
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$11,559,356
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$12,123,057
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,306,558
Interest on participant loans2013-12-31$943
Interest earned on other investments2013-12-31$71,563
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,680,216
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,252,798
Net investment gain/loss from pooled separate accounts2013-12-31$2,622,646
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
Contributions received in cash from employer2013-12-31$232,615
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$937,166
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
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 name2013-12-31REINSEL KUNTZ LESHER LLP
Accountancy firm EIN2013-12-31232108173
2012 : SHIPLEY ENERGY 401(K) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
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$2,045,541
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$894,573
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$894,573
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$834,612
Value of total assets at end of year2012-12-31$11,559,356
Value of total assets at beginning of year2012-12-31$10,408,388
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$65,831
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
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$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$645,773
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$16,459
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$8,669
Other income not declared elsewhere2012-12-31$385
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$1,150,968
Value of net assets at end of year (total assets less liabilities)2012-12-31$11,559,356
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$10,408,388
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$9,306,558
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$8,036,948
Interest earned on other investments2012-12-31$65,831
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,252,798
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,354,981
Net investment gain/loss from pooled separate accounts2012-12-31$1,144,713
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$180,170
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$894,573
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 name2012-12-31REINSEL KUNTZ LESHER LLP
Accountancy firm EIN2012-12-31232108173
2011 : SHIPLEY ENERGY 401(K) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
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$0
Total income from all sources (including contributions)2011-12-31$-301,907
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$722,603
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$722,603
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$580,307
Value of total assets at end of year2011-12-31$10,408,388
Value of total assets at beginning of year2011-12-31$11,432,898
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$46,095
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$441,806
Participant contributions at end of year2011-12-31$16,459
Participant contributions at beginning of year2011-12-31$29,908
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$4,250
Other income not declared elsewhere2011-12-31$1,766
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,024,510
Value of net assets at end of year (total assets less liabilities)2011-12-31$10,408,388
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$11,432,898
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$8,036,948
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$9,221,718
Interest on participant loans2011-12-31$168
Interest earned on other investments2011-12-31$45,927
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,354,981
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,181,272
Net investment gain/loss from pooled separate accounts2011-12-31$-930,075
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$134,251
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$722,603
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 name2011-12-31REINSEL KUNTZ LESHER LLP
Accountancy firm EIN2011-12-31232108173

Form 5500 Responses for SHIPLEY ENERGY 401(K) RETIREMENT PLAN

2023: SHIPLEY ENERGY 401(K) RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: SHIPLEY ENERGY 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SHIPLEY ENERGY 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SHIPLEY ENERGY 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SHIPLEY ENERGY 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SHIPLEY ENERGY 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SHIPLEY ENERGY 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SHIPLEY ENERGY 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SHIPLEY ENERGY 401(K) RETIREMENT 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 planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SHIPLEY ENERGY 401(K) RETIREMENT 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 planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SHIPLEY ENERGY 401(K) RETIREMENT 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 planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SHIPLEY ENERGY 401(K) RETIREMENT 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 planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SHIPLEY ENERGY 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-05-01Type of plan entitySingle employer plan
2011-05-01Submission has been amendedNo
2011-05-01This submission is the final filingNo
2011-05-01This return/report is a short plan year return/report (less than 12 months)Yes
2011-05-01Plan is a collectively bargained planNo
2011-05-01Plan funding arrangement – InsuranceYes
2011-05-01Plan funding arrangement – TrustYes
2011-05-01Plan benefit arrangement – InsuranceYes
2011-05-01Plan benefit arrangement - TrustYes
2009: SHIPLEY ENERGY 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-05-01Type of plan entitySingle employer plan
2009-05-01Submission has been amendedNo
2009-05-01This submission is the final filingNo
2009-05-01This return/report is a short plan year return/report (less than 12 months)No
2009-05-01Plan is a collectively bargained planNo
2009-05-01Plan funding arrangement – InsuranceYes
2009-05-01Plan funding arrangement – TrustYes
2009-05-01Plan benefit arrangement – InsuranceYes
2009-05-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHX162
Policy instance 1
Insurance contract or identification numberPHX162
Number of Individuals Covered491
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $95,963
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?Yes
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHX162
Policy instance 1
Insurance contract or identification numberPHX162
Number of Individuals Covered520
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $96,546
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?Yes
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHX162
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number5DH162
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHX162
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHX162
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHX162
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHX162
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHX152
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHX162
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHX162
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHX162
Policy instance 1

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