401k Plan data: O'BRIEN ENERGY COMPANY 401(K) PLAN plan

O'BRIEN ENERGY COMPANY 401(K) PLAN 401k Plan overview

Plan Name	O'BRIEN ENERGY COMPANY 401(K) PLAN
Plan identification number	001

O'BRIEN ENERGY COMPANY 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

O'BRIEN RESOURCES, LLC has sponsored the creation of one or more 401k plans.

Company Name: O'BRIEN RESOURCES, LLC

Employer identification number (EIN): 261433489

NAIC Classification: 211120
NAIC Description: Crude Petroleum Extraction

Additional information about O'BRIEN RESOURCES, LLC

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2007-11-01

Company Identification Number: 0800892357

Legal Registered Office Address: PO BOX 1445

SHREVEPORT
United States of America (USA)
71164

More information about O'BRIEN RESOURCES, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan O'BRIEN ENERGY COMPANY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01 GARY H. LOVE 2021-08-26 GARY H. LOVE 2021-08-26
001 2019-01-01 GARY H. LOVE 2020-08-03 GARY H. LOVE 2020-08-03
001 2018-01-01 GARY H. LOVE 2019-09-10 GARY H. LOVE 2019-09-10
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 GARY H. LOVE
001 2013-01-01 GARY H. LOVE
001 2012-01-01 WILLIAM OBRIEN WILLIAM OBRIEN 2013-10-01
001 2011-01-01 JASON WARREN JASON WARREN 2012-10-05
001 2009-01-01 JASON WARREN JASON WARREN 2010-10-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2020-01-01	GARY H. LOVE	2021-08-26	GARY H. LOVE	2021-08-26
001	2019-01-01	GARY H. LOVE	2020-08-03	GARY H. LOVE	2020-08-03
001	2018-01-01	GARY H. LOVE	2019-09-10	GARY H. LOVE	2019-09-10
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	GARY H. LOVE
001	2013-01-01	GARY H. LOVE
001	2012-01-01	WILLIAM OBRIEN		WILLIAM OBRIEN	2013-10-01
001	2011-01-01	JASON WARREN		JASON WARREN	2012-10-05
001	2009-01-01	JASON WARREN		JASON WARREN	2010-10-14

Plan Statistics for O'BRIEN ENERGY COMPANY 401(K) PLAN

401k plan membership statisitcs for O'BRIEN ENERGY COMPANY 401(K) PLAN

Measure Date Value
2020: O'BRIEN ENERGY COMPANY 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 200
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 95
Number of retired or separated participants receiving benefits 2020-01-01 14
Number of other retired or separated participants entitled to future benefits 2020-01-01 49
Total of all active and inactive participants 2020-01-01 158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 159
Number of participants with account balances 2020-01-01 132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 19
2019: O'BRIEN ENERGY COMPANY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 206
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 159
Number of retired or separated participants receiving benefits 2019-01-01 11
Number of other retired or separated participants entitled to future benefits 2019-01-01 27
Total of all active and inactive participants 2019-01-01 197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 198
Number of participants with account balances 2019-01-01 96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: O'BRIEN ENERGY COMPANY 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 181
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 167
Number of retired or separated participants receiving benefits 2018-01-01 12
Number of other retired or separated participants entitled to future benefits 2018-01-01 23
Total of all active and inactive participants 2018-01-01 202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 203
Number of participants with account balances 2018-01-01 110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: O'BRIEN ENERGY COMPANY 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 141
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 134
Number of retired or separated participants receiving benefits 2017-01-01 12
Number of other retired or separated participants entitled to future benefits 2017-01-01 23
Total of all active and inactive participants 2017-01-01 169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 170
Number of participants with account balances 2017-01-01 97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: O'BRIEN ENERGY COMPANY 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 171
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 104
Number of retired or separated participants receiving benefits 2016-01-01 13
Number of other retired or separated participants entitled to future benefits 2016-01-01 22
Total of all active and inactive participants 2016-01-01 139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 140
Number of participants with account balances 2016-01-01 92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: O'BRIEN ENERGY COMPANY 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 191
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 125
Number of retired or separated participants receiving benefits 2015-01-01 13
Number of other retired or separated participants entitled to future benefits 2015-01-01 30
Total of all active and inactive participants 2015-01-01 168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 169
Number of participants with account balances 2015-01-01 105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: O'BRIEN ENERGY COMPANY 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 184
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 155
Number of retired or separated participants receiving benefits 2014-01-01 13
Number of other retired or separated participants entitled to future benefits 2014-01-01 22
Total of all active and inactive participants 2014-01-01 190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 191
Number of participants with account balances 2014-01-01 105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: O'BRIEN ENERGY COMPANY 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 151
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 137
Number of retired or separated participants receiving benefits 2013-01-01 16
Number of other retired or separated participants entitled to future benefits 2013-01-01 24
Total of all active and inactive participants 2013-01-01 177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 178
Number of participants with account balances 2013-01-01 106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: O'BRIEN ENERGY COMPANY 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 159
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 106
Number of retired or separated participants receiving benefits 2012-01-01 16
Number of other retired or separated participants entitled to future benefits 2012-01-01 28
Total of all active and inactive participants 2012-01-01 150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 151
Number of participants with account balances 2012-01-01 103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: O'BRIEN ENERGY COMPANY 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 244
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 110
Number of retired or separated participants receiving benefits 2011-01-01 16
Number of other retired or separated participants entitled to future benefits 2011-01-01 32
Total of all active and inactive participants 2011-01-01 158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 159
Number of participants with account balances 2011-01-01 116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: O'BRIEN ENERGY COMPANY 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 193
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 204
Number of retired or separated participants receiving benefits 2009-01-01 12
Number of other retired or separated participants entitled to future benefits 2009-01-01 26
Total of all active and inactive participants 2009-01-01 242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 2
Total participants 2009-01-01 244
Number of participants with account balances 2009-01-01 103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2020: O'BRIEN ENERGY COMPANY 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	200
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	95
Number of retired or separated participants receiving benefits	2020-01-01	14
Number of other retired or separated participants entitled to future benefits	2020-01-01	49
Total of all active and inactive participants	2020-01-01	158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	159
Number of participants with account balances	2020-01-01	132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	19
2019: O'BRIEN ENERGY COMPANY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	206
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	159
Number of retired or separated participants receiving benefits	2019-01-01	11
Number of other retired or separated participants entitled to future benefits	2019-01-01	27
Total of all active and inactive participants	2019-01-01	197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	198
Number of participants with account balances	2019-01-01	96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: O'BRIEN ENERGY COMPANY 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	181
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	167
Number of retired or separated participants receiving benefits	2018-01-01	12
Number of other retired or separated participants entitled to future benefits	2018-01-01	23
Total of all active and inactive participants	2018-01-01	202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	203
Number of participants with account balances	2018-01-01	110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: O'BRIEN ENERGY COMPANY 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	141
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	134
Number of retired or separated participants receiving benefits	2017-01-01	12
Number of other retired or separated participants entitled to future benefits	2017-01-01	23
Total of all active and inactive participants	2017-01-01	169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	170
Number of participants with account balances	2017-01-01	97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: O'BRIEN ENERGY COMPANY 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	171
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	104
Number of retired or separated participants receiving benefits	2016-01-01	13
Number of other retired or separated participants entitled to future benefits	2016-01-01	22
Total of all active and inactive participants	2016-01-01	139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	140
Number of participants with account balances	2016-01-01	92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: O'BRIEN ENERGY COMPANY 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	191
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	125
Number of retired or separated participants receiving benefits	2015-01-01	13
Number of other retired or separated participants entitled to future benefits	2015-01-01	30
Total of all active and inactive participants	2015-01-01	168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	169
Number of participants with account balances	2015-01-01	105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: O'BRIEN ENERGY COMPANY 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	184
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	155
Number of retired or separated participants receiving benefits	2014-01-01	13
Number of other retired or separated participants entitled to future benefits	2014-01-01	22
Total of all active and inactive participants	2014-01-01	190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	191
Number of participants with account balances	2014-01-01	105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: O'BRIEN ENERGY COMPANY 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	151
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	137
Number of retired or separated participants receiving benefits	2013-01-01	16
Number of other retired or separated participants entitled to future benefits	2013-01-01	24
Total of all active and inactive participants	2013-01-01	177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	178
Number of participants with account balances	2013-01-01	106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: O'BRIEN ENERGY COMPANY 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	159
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	106
Number of retired or separated participants receiving benefits	2012-01-01	16
Number of other retired or separated participants entitled to future benefits	2012-01-01	28
Total of all active and inactive participants	2012-01-01	150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	151
Number of participants with account balances	2012-01-01	103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: O'BRIEN ENERGY COMPANY 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	244
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	110
Number of retired or separated participants receiving benefits	2011-01-01	16
Number of other retired or separated participants entitled to future benefits	2011-01-01	32
Total of all active and inactive participants	2011-01-01	158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	159
Number of participants with account balances	2011-01-01	116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: O'BRIEN ENERGY COMPANY 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	193
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	204
Number of retired or separated participants receiving benefits	2009-01-01	12
Number of other retired or separated participants entitled to future benefits	2009-01-01	26
Total of all active and inactive participants	2009-01-01	242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	2
Total participants	2009-01-01	244
Number of participants with account balances	2009-01-01	103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on O'BRIEN ENERGY COMPANY 401(K) PLAN

Measure	Date	Value
2020 : O'BRIEN ENERGY COMPANY 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$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	$1,113,823
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$522,434
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$520,864
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$552,332
Value of total assets at end of year	2020-12-31	$4,960,481
Value of total assets at beginning of year	2020-12-31	$4,369,092
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$1,570
Total interest from all sources	2020-12-31	$5,686
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 year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$367,276
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$149
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$591,389
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$4,960,481
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$4,369,092
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$1,570
Value of interest in pooled separate accounts at end of year	2020-12-31	$4,603,787
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$4,240,019
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$5,686
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$356,694
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$128,858
Net investment gain/loss from pooled separate accounts	2020-12-31	$555,805
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$185,056
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$66
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$520,864
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	RBM LLP
Accountancy firm EIN	2020-12-31	201260436
2019 : O'BRIEN ENERGY COMPANY 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	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 income from all sources (including contributions)	2019-12-31	$1,578,915
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$2,567,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,565,317
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$625,267
Value of total assets at end of year	2019-12-31	$4,369,092
Value of total assets at beginning of year	2019-12-31	$5,357,634
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$2,140
Total interest from all sources	2019-12-31	$6,058
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 year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$381,683
Participant contributions at end of year	2019-12-31	$149
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$1
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$-988,542
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$4,369,092
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$5,357,634
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$2,140
Value of interest in pooled separate accounts at end of year	2019-12-31	$4,240,019
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$4,916,305
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$6,058
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$128,858
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$441,329
Net investment gain/loss from pooled separate accounts	2019-12-31	$947,590
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$243,583
Employer contributions (assets) at end of year	2019-12-31	$66
Employer contributions (assets) at beginning of year	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$2,565,317
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	RBM LLP
Accountancy firm EIN	2019-12-31	201260436
2018 : O'BRIEN ENERGY COMPANY 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$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	$112
Total income from all sources (including contributions)	2018-12-31	$426,975
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$346,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$345,375
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$809,274
Value of total assets at end of year	2018-12-31	$5,357,634
Value of total assets at beginning of year	2018-12-31	$5,276,846
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$700
Total interest from all sources	2018-12-31	$5,713
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 year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$476,549
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$53,849
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$112
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$80,900
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$5,357,634
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$5,276,734
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$700
Value of interest in pooled separate accounts at end of year	2018-12-31	$4,916,305
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$5,120,509
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$5,713
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$441,329
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$156,337
Net investment gain/loss from pooled separate accounts	2018-12-31	$-388,012
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$278,876
Employer contributions (assets) at end of year	2018-12-31	$0
Employer contributions (assets) at beginning of year	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$345,375
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	RBM LLP
Accountancy firm EIN	2018-12-31	201260436
2017 : O'BRIEN ENERGY COMPANY 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$112
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$112
Total income from all sources (including contributions)	2017-12-31	$1,249,316
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$50,344
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$50,164
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$595,371
Value of total assets at end of year	2017-12-31	$5,276,846
Value of total assets at beginning of year	2017-12-31	$4,077,874
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$180
Total interest from all sources	2017-12-31	$3,759
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 year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$368,182
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$112
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$112
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,198,972
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$5,276,734
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$4,077,762
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$180
Value of interest in pooled separate accounts at end of year	2017-12-31	$5,120,509
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$3,939,209
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$3,759
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$156,337
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$137,465
Net investment gain/loss from pooled separate accounts	2017-12-31	$650,186
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$227,189
Employer contributions (assets) at end of year	2017-12-31	$0
Employer contributions (assets) at beginning of year	2017-12-31	$1,200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$50,164
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	RBM LLP
Accountancy firm EIN	2017-12-31	201260436
2016 : O'BRIEN ENERGY COMPANY 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$112
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$112
Total income from all sources (including contributions)	2016-12-31	$856,594
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,439,126
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,439,101
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$520,436
Value of total assets at end of year	2016-12-31	$4,077,874
Value of total assets at beginning of year	2016-12-31	$4,660,406
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$25
Total interest from all sources	2016-12-31	$2,283
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 year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$312,026
Participant contributions at end of year	2016-12-31	$0
Participant contributions at beginning of year	2016-12-31	$536
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$112
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$112
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$-582,532
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$4,077,762
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$4,660,294
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$25
Value of interest in pooled separate accounts at end of year	2016-12-31	$3,939,209
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$4,585,358
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$2,283
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$137,465
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$74,158
Net investment gain/loss from pooled separate accounts	2016-12-31	$333,875
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$208,410
Employer contributions (assets) at end of year	2016-12-31	$1,200
Employer contributions (assets) at beginning of year	2016-12-31	$354
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,439,101
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	RBM LLP
Accountancy firm EIN	2016-12-31	201260436
2015 : O'BRIEN ENERGY COMPANY 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$112
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$112
Total income from all sources (including contributions)	2015-12-31	$555,697
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$492,712
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$492,412
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$665,378
Value of total assets at end of year	2015-12-31	$4,660,406
Value of total assets at beginning of year	2015-12-31	$4,597,421
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$300
Total interest from all sources	2015-12-31	$2,250
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 year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$416,177
Participant contributions at end of year	2015-12-31	$536
Participant contributions at beginning of year	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$249,201
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$112
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$112
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$62,985
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$4,660,294
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$4,597,309
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$300
Value of interest in pooled separate accounts at end of year	2015-12-31	$4,585,358
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$4,526,231
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$2,250
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$74,158
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$71,190
Net investment gain/loss from pooled separate accounts	2015-12-31	$-111,931
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Employer contributions (assets) at end of year	2015-12-31	$354
Employer contributions (assets) at beginning of year	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$492,412
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	RBM LLP
Accountancy firm EIN	2015-12-31	201260436
2014 : O'BRIEN ENERGY COMPANY 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$112
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$223
Total income from all sources (including contributions)	2014-12-31	$897,566
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$641,934
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$641,559
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$660,333
Value of total assets at end of year	2014-12-31	$4,597,421
Value of total assets at beginning of year	2014-12-31	$4,341,900
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$375
Total interest from all sources	2014-12-31	$3,031
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 year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$388,616
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$55,524
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$112
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$223
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$255,632
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$4,597,309
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$4,341,677
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$375
Value of interest in pooled separate accounts at end of year	2014-12-31	$4,526,231
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$4,238,388
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$3,031
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$71,190
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$103,512
Net investment gain/loss from pooled separate accounts	2014-12-31	$234,202
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$216,193
Employer contributions (assets) at end of year	2014-12-31	$0
Employer contributions (assets) at beginning of year	2014-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$641,559
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	RBM LLP
Accountancy firm EIN	2014-12-31	201260436
2013 : O'BRIEN ENERGY COMPANY 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$223
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$195
Total income from all sources (including contributions)	2013-12-31	$1,186,570
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$273,955
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$273,627
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$585,319
Value of total assets at end of year	2013-12-31	$4,341,900
Value of total assets at beginning of year	2013-12-31	$3,429,257
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$328
Total interest from all sources	2013-12-31	$4,025
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 year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$361,025
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$12,484
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$2,306
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$223
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$195
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$912,615
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$4,341,677
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$3,429,062
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$328
Value of interest in pooled separate accounts at end of year	2013-12-31	$4,238,388
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$3,330,067
Interest earned on other investments	2013-12-31	$63
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$3,962
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$103,512
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$79,963
Net investment gain/loss from pooled separate accounts	2013-12-31	$597,226
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$221,988
Employer contributions (assets) at end of year	2013-12-31	$0
Employer contributions (assets) at beginning of year	2013-12-31	$6,743
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$273,627
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	RBM LLP
Accountancy firm EIN	2013-12-31	201260436
2012 : O'BRIEN ENERGY COMPANY 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	$195
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$195
Total income from all sources (including contributions)	2012-12-31	$1,005,243
Total of all expenses incurred	2012-12-31	$476,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$475,839
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$635,516
Value of total assets at end of year	2012-12-31	$3,429,257
Value of total assets at beginning of year	2012-12-31	$2,900,406
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$553
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$300,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$344,539
Participant contributions at end of year	2012-12-31	$12,484
Participant contributions at beginning of year	2012-12-31	$13,718
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$75,587
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$195
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$195
Administrative expenses (other) incurred	2012-12-31	$553
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$528,851
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$3,429,062
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$2,900,211
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in pooled separate accounts at end of year	2012-12-31	$3,330,067
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$2,795,276
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$79,963
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$82,586
Net investment gain/loss from pooled separate accounts	2012-12-31	$369,727
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$215,390
Employer contributions (assets) at end of year	2012-12-31	$6,743
Employer contributions (assets) at beginning of year	2012-12-31	$8,826
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$475,839
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	RBM LLP
Accountancy firm EIN	2012-12-31	201260436
2011 : O'BRIEN ENERGY COMPANY 401(K) PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$195
Total income from all sources (including contributions)	2011-12-31	$658,573
Total of all expenses incurred	2011-12-31	$280,796
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$279,721
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$714,099
Value of total assets at end of year	2011-12-31	$2,900,406
Value of total assets at beginning of year	2011-12-31	$2,522,434
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$1,075
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$300,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$424,257
Participant contributions at end of year	2011-12-31	$13,718
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$14,910
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$195
Administrative expenses (other) incurred	2011-12-31	$1,075
Total non interest bearing cash at beginning of year	2011-12-31	$2,522,434
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$377,777
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$2,900,211
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$2,522,434
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in pooled separate accounts at end of year	2011-12-31	$2,795,276
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$82,586
Net investment gain/loss from pooled separate accounts	2011-12-31	$-55,526
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$274,932
Employer contributions (assets) at end of year	2011-12-31	$8,826
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$279,721
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	RBM LLP
Accountancy firm EIN	2011-12-31	201260436
2010 : O'BRIEN ENERGY COMPANY 401(K) PLAN 2010 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$21,864
Total income from all sources (including contributions)	2010-12-31	$1,030,361
Total of all expenses incurred	2010-12-31	$415,753
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$415,753
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$705,912
Value of total assets at end of year	2010-12-31	$2,522,434
Value of total assets at beginning of year	2010-12-31	$1,929,690
Total interest from all sources	2010-12-31	$418
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$300,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$401,804
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$10,447
Other income not declared elsewhere	2010-12-31	$583
Liabilities. Value of operating payables at beginning of year	2010-12-31	$21,864
Total non interest bearing cash at end of year	2010-12-31	$2,522,434
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$614,608
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$2,522,434
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$1,907,826
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$1,908,250
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$418
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$12,097
Net investment gain/loss from pooled separate accounts	2010-12-31	$323,448
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$293,661
Employer contributions (assets) at beginning of year	2010-12-31	$9,343
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$415,753
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	RBM, LLP
Accountancy firm EIN	2010-12-31	201260436

Form 5500 Responses for O'BRIEN ENERGY COMPANY 401(K) PLAN

2020: O'BRIEN ENERGY COMPANY 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: O'BRIEN ENERGY COMPANY 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: O'BRIEN ENERGY COMPANY 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: O'BRIEN ENERGY COMPANY 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: O'BRIEN ENERGY COMPANY 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: O'BRIEN ENERGY COMPANY 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Mulitple employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: O'BRIEN ENERGY COMPANY 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Mulitple employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: O'BRIEN ENERGY COMPANY 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Mulitple employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: O'BRIEN ENERGY COMPANY 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Mulitple employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: O'BRIEN ENERGY COMPANY 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Mulitple employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: O'BRIEN ENERGY COMPANY 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Mulitple employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-824083

Policy instance

Insurance contract or identification number	GA-824083
Number of Individuals Covered	129
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $17,113
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $17,113
Insurance broker organization code?	3

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-824083

Policy instance

Insurance contract or identification number	GA-824083
Number of Individuals Covered	96
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $15,681
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $15,681
Insurance broker organization code?	3

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-824083

Policy instance

Insurance contract or identification number	GA-824083
Number of Individuals Covered	110
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $22,102
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $22,102
Insurance broker organization code?	3

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-824083

Policy instance

Insurance contract or identification number	GA-824083
Number of Individuals Covered	97
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $22,741
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $12,852
Insurance broker organization code?	3
Insurance broker name	LPL FINANCIAL CORPORATION

Potentially related plans

O'BRIEN ENERGY, LLC DEFINED BENEFIT PLAN & TRUST [EIN = 300137580]

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	O'BRIEN RESOURCES, LLC
Employer identification number (EIN):	261433489
NAIC Classification:	211120
NAIC Description:	Crude Petroleum Extraction

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2007-11-01
Company Identification Number:	0800892357
Legal Registered Office Address:	PO BOX 1445 SHREVEPORT United States of America (USA) 71164