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PETROLEUM TRADERS CORPORATION 401(K) SALARY REDUCTION PLAN AND TRUST 401k Plan overview

Plan NamePETROLEUM TRADERS CORPORATION 401(K) SALARY REDUCTION PLAN AND TRUST
Plan identification number 001

PETROLEUM TRADERS CORPORATION 401(K) SALARY REDUCTION PLAN AND TRUST 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.
  • 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

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

Company Name:PETROLEUM TRADERS CORPORATION
Employer identification number (EIN):351462227
NAIC Classification:424700

Additional information about PETROLEUM TRADERS CORPORATION

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1986-04-18
Company Identification Number: 0006898206
Legal Registered Office Address: PO BOX 2357

FORT WAYNE
United States of America (USA)
46801

More information about PETROLEUM TRADERS CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PETROLEUM TRADERS CORPORATION 401(K) SALARY REDUCTION PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01
0012021-07-01VICKI L. HIMES2023-04-12
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01VICKI L. HIMES VICKI L. HIMES2018-12-24
0012016-07-01VICKI HIMES VICKI HIMES2017-12-18
0012015-07-01VICKI HIMES VICKI HIMES2017-01-13
0012014-07-01VICKI HIMES2015-12-28 VICKI HIMES2015-12-28
0012013-07-01VICKI HIMES2014-08-28
0012012-07-01VICKI L. HIMES2013-10-08
0012011-07-01VICKI L. HIMES2012-11-21 VICKI L. HIMES2012-11-21
0012010-07-01VICKI L. HIMES2011-09-29

Plan Statistics for PETROLEUM TRADERS CORPORATION 401(K) SALARY REDUCTION PLAN AND TRUST

401k plan membership statisitcs for PETROLEUM TRADERS CORPORATION 401(K) SALARY REDUCTION PLAN AND TRUST

Measure Date Value
2022: PETROLEUM TRADERS CORPORATION 401(K) SALARY REDUCTION PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-07-01121
Total number of active participants reported on line 7a of the Form 55002022-07-0195
Number of retired or separated participants receiving benefits2022-07-013
Number of other retired or separated participants entitled to future benefits2022-07-0124
Total of all active and inactive participants2022-07-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-010
Total participants2022-07-01122
Number of participants with account balances2022-07-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-011
2021: PETROLEUM TRADERS CORPORATION 401(K) SALARY REDUCTION PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-07-01129
Total number of active participants reported on line 7a of the Form 55002021-07-0199
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-0119
Total of all active and inactive participants2021-07-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01118
Number of participants with account balances2021-07-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-015
2020: PETROLEUM TRADERS CORPORATION 401(K) SALARY REDUCTION PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-07-01149
Total number of active participants reported on line 7a of the Form 55002020-07-01105
Number of retired or separated participants receiving benefits2020-07-013
Number of other retired or separated participants entitled to future benefits2020-07-0118
Total of all active and inactive participants2020-07-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01126
Number of participants with account balances2020-07-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-015
2019: PETROLEUM TRADERS CORPORATION 401(K) SALARY REDUCTION PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-07-01146
Total number of active participants reported on line 7a of the Form 55002019-07-01117
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0128
Total of all active and inactive participants2019-07-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01145
Number of participants with account balances2019-07-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-015
2018: PETROLEUM TRADERS CORPORATION 401(K) SALARY REDUCTION PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-07-01142
Total number of active participants reported on line 7a of the Form 55002018-07-01115
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0127
Total of all active and inactive participants2018-07-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01142
Number of participants with account balances2018-07-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-016
2017: PETROLEUM TRADERS CORPORATION 401(K) SALARY REDUCTION PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-07-01144
Total number of active participants reported on line 7a of the Form 55002017-07-01116
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0123
Total of all active and inactive participants2017-07-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01139
Number of participants with account balances2017-07-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-015
2016: PETROLEUM TRADERS CORPORATION 401(K) SALARY REDUCTION PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-07-01134
Total number of active participants reported on line 7a of the Form 55002016-07-01111
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0128
Total of all active and inactive participants2016-07-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01139
Number of participants with account balances2016-07-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-019
2015: PETROLEUM TRADERS CORPORATION 401(K) SALARY REDUCTION PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-07-01124
Total number of active participants reported on line 7a of the Form 55002015-07-01101
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0122
Total of all active and inactive participants2015-07-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01123
Number of participants with account balances2015-07-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-017

Financial Data on PETROLEUM TRADERS CORPORATION 401(K) SALARY REDUCTION PLAN AND TRUST

Measure Date Value
2023 : PETROLEUM TRADERS CORPORATION 401(K) SALARY REDUCTION PLAN AND TRUST 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total income from all sources (including contributions)2023-06-30$2,325,341
Total loss/gain on sale of assets2023-06-30$0
Total of all expenses incurred2023-06-30$2,096,256
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$2,052,373
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$1,145,721
Value of total assets at end of year2023-06-30$10,999,177
Value of total assets at beginning of year2023-06-30$10,770,092
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$43,883
Total interest from all sources2023-06-30$2,640
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$500,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Contributions received from participants2023-06-30$660,270
Participant contributions at end of year2023-06-30$57,261
Participant contributions at beginning of year2023-06-30$40,174
Assets. Other investments not covered elsewhere at end of year2023-06-30$1,858,689
Assets. Other investments not covered elsewhere at beginning of year2023-06-30$2,988,727
Income. Received or receivable in cash from other sources (including rollovers)2023-06-30$87,051
Other income not declared elsewhere2023-06-30$28,845
Administrative expenses (other) incurred2023-06-30$43,883
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$229,085
Value of net assets at end of year (total assets less liabilities)2023-06-30$10,999,177
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$10,770,092
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$9,083,227
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$7,741,191
Interest on participant loans2023-06-30$2,640
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-06-30$1,148,135
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30No
Was there a failure to transmit to the plan any participant contributions2023-06-30No
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Contributions received in cash from employer2023-06-30$398,400
Employer contributions (assets) at end of year2023-06-30$0
Employer contributions (assets) at beginning of year2023-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$2,052,373
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Opinion of an independent qualified public accountant for this plan2023-06-30Unqualified
Accountancy firm name2023-06-30BADEN, GAGE & SCHROEDER LLC
Accountancy firm EIN2023-06-30351939627
2022 : PETROLEUM TRADERS CORPORATION 401(K) SALARY REDUCTION PLAN AND TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-419,951
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$594,847
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$546,410
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$874,561
Value of total assets at end of year2022-06-30$10,770,092
Value of total assets at beginning of year2022-06-30$11,784,890
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$48,437
Total interest from all sources2022-06-30$1,803
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$584,561
Participant contributions at end of year2022-06-30$40,174
Participant contributions at beginning of year2022-06-30$38,590
Assets. Other investments not covered elsewhere at end of year2022-06-30$2,988,727
Assets. Other investments not covered elsewhere at beginning of year2022-06-30$2,892,641
Other income not declared elsewhere2022-06-30$22,464
Administrative expenses (other) incurred2022-06-30$48,437
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-1,014,798
Value of net assets at end of year (total assets less liabilities)2022-06-30$10,770,092
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$11,784,890
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$7,741,191
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$8,853,659
Interest on participant loans2022-06-30$1,803
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-1,318,779
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$290,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$546,410
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30BADEN GAGE & SCHROEDER
Accountancy firm EIN2022-06-30351939627
2021 : PETROLEUM TRADERS CORPORATION 401(K) SALARY REDUCTION PLAN AND TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$3,642,925
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$2,365,172
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$2,311,971
Value of total corrective distributions2021-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$855,027
Value of total assets at end of year2021-06-30$11,784,890
Value of total assets at beginning of year2021-06-30$10,507,137
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$53,201
Total interest from all sources2021-06-30$2,490
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$1,000,000
If this is an individual account plan, was there a blackout period2021-06-30No
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$559,792
Participant contributions at end of year2021-06-30$38,590
Participant contributions at beginning of year2021-06-30$61,831
Assets. Other investments not covered elsewhere at end of year2021-06-30$2,892,641
Assets. Other investments not covered elsewhere at beginning of year2021-06-30$2,719,785
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$8,235
Other income not declared elsewhere2021-06-30$24,068
Administrative expenses (other) incurred2021-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$1,277,753
Value of net assets at end of year (total assets less liabilities)2021-06-30$11,784,890
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$10,507,137
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$8,853,659
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$7,725,521
Interest on participant loans2021-06-30$2,490
Interest earned on other investments2021-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$2,761,340
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$287,000
Employer contributions (assets) at end of year2021-06-30$0
Employer contributions (assets) at beginning of year2021-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$2,311,971
Contract administrator fees2021-06-30$53,201
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30BADEN GAGE & SCHROEDER
Accountancy firm EIN2021-06-30351939627
2020 : PETROLEUM TRADERS CORPORATION 401(K) SALARY REDUCTION PLAN AND TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$1,103,618
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$1,037,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$986,154
Value of total corrective distributions2020-06-30$5,221
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$847,075
Value of total assets at end of year2020-06-30$10,507,137
Value of total assets at beginning of year2020-06-30$10,440,963
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$46,069
Total interest from all sources2020-06-30$3,100
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$586,081
Participant contributions at end of year2020-06-30$61,831
Participant contributions at beginning of year2020-06-30$60,966
Assets. Other investments not covered elsewhere at end of year2020-06-30$2,719,785
Assets. Other investments not covered elsewhere at beginning of year2020-06-30$2,718,304
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$16,994
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-06-30$0
Other income not declared elsewhere2020-06-30$27,519
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$66,174
Value of net assets at end of year (total assets less liabilities)2020-06-30$10,507,137
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$10,440,963
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$7,725,521
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$7,661,693
Interest on participant loans2020-06-30$3,100
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$225,924
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$244,000
Employer contributions (assets) at end of year2020-06-30$0
Employer contributions (assets) at beginning of year2020-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$986,154
Contract administrator fees2020-06-30$46,069
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30BADEN GAGE & SCHROEDER
Accountancy firm EIN2020-06-30351939627
2019 : PETROLEUM TRADERS CORPORATION 401(K) SALARY REDUCTION PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$1,468,833
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$150,695
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$108,751
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$980,658
Value of total assets at end of year2019-06-30$10,440,963
Value of total assets at beginning of year2019-06-30$9,122,825
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$41,944
Total interest from all sources2019-06-30$27,863
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$184,575
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$184,575
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$516,198
Participant contributions at end of year2019-06-30$60,966
Participant contributions at beginning of year2019-06-30$64,755
Assets. Other investments not covered elsewhere at end of year2019-06-30$2,718,304
Assets. Other investments not covered elsewhere at beginning of year2019-06-30$2,381,074
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$64,460
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-06-30$0
Administrative expenses (other) incurred2019-06-30$41,944
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$1,318,138
Value of net assets at end of year (total assets less liabilities)2019-06-30$10,440,963
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$9,122,825
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$7,661,693
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$6,676,996
Interest on participant loans2019-06-30$3,027
Interest earned on other investments2019-06-30$24,836
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$275,737
Net investment gain/loss from pooled separate accounts2019-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$400,000
Employer contributions (assets) at end of year2019-06-30$0
Employer contributions (assets) at beginning of year2019-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$108,751
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30BADEN GAGE & SCHROEDER
Accountancy firm EIN2019-06-30351939627
2018 : PETROLEUM TRADERS CORPORATION 401(K) SALARY REDUCTION PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$1,454,357
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$453,324
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$414,201
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$737,435
Value of total assets at end of year2018-06-30$9,122,825
Value of total assets at beginning of year2018-06-30$8,121,792
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$39,123
Total interest from all sources2018-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$434,466
Participant contributions at end of year2018-06-30$64,755
Participant contributions at beginning of year2018-06-30$66,536
Assets. Other investments not covered elsewhere at end of year2018-06-30$2,381,074
Assets. Other investments not covered elsewhere at beginning of year2018-06-30$2,218,924
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$2,969
Other income not declared elsewhere2018-06-30$2,800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$1,001,033
Value of net assets at end of year (total assets less liabilities)2018-06-30$9,122,825
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$8,121,792
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$6,676,996
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$5,836,332
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$714,122
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$300,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$414,201
Contract administrator fees2018-06-30$39,123
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30BADEN GAGE & SCHROEDER LLC
Accountancy firm EIN2018-06-30351939627
2017 : PETROLEUM TRADERS CORPORATION 401(K) SALARY REDUCTION PLAN AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$7,041
Total income from all sources (including contributions)2017-06-30$1,624,676
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$813,283
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$776,209
Value of total corrective distributions2017-06-30$148
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$769,698
Value of total assets at end of year2017-06-30$8,121,792
Value of total assets at beginning of year2017-06-30$7,317,440
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$36,926
Total interest from all sources2017-06-30$3,942
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$702,364
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$702,364
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$417,353
Participant contributions at end of year2017-06-30$66,536
Participant contributions at beginning of year2017-06-30$56,274
Assets. Other investments not covered elsewhere at end of year2017-06-30$2,218,924
Assets. Other investments not covered elsewhere at beginning of year2017-06-30$1,800,625
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$52,345
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-06-30$7,041
Other income not declared elsewhere2017-06-30$148,672
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$811,393
Value of net assets at end of year (total assets less liabilities)2017-06-30$8,121,792
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$7,310,399
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$5,836,332
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$5,110,541
Interest on participant loans2017-06-30$3,942
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$300,000
Employer contributions (assets) at beginning of year2017-06-30$350,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$776,209
Contract administrator fees2017-06-30$36,926
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30BADEN GAGE & SCHROEDER LLC
Accountancy firm EIN2017-06-30351939627
2016 : PETROLEUM TRADERS CORPORATION 401(K) SALARY REDUCTION PLAN AND TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$7,041
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$665,675
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$295,776
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$252,326
Value of total corrective distributions2016-06-30$19,368
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$757,142
Value of total assets at end of year2016-06-30$7,317,440
Value of total assets at beginning of year2016-06-30$6,940,500
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$24,082
Total interest from all sources2016-06-30$3,657
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$-113,844
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$-113,844
Administrative expenses professional fees incurred2016-06-30$1,087
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$371,786
Participant contributions at end of year2016-06-30$56,274
Participant contributions at beginning of year2016-06-30$72,601
Participant contributions at beginning of year2016-06-30$250
Assets. Other investments not covered elsewhere at end of year2016-06-30$1,800,625
Assets. Other investments not covered elsewhere at beginning of year2016-06-30$1,053,963
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$27,939
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-06-30$7,041
Other income not declared elsewhere2016-06-30$18,720
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$369,899
Value of net assets at end of year (total assets less liabilities)2016-06-30$7,310,399
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$6,940,500
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$5,110,541
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$5,813,686
Interest on participant loans2016-06-30$3,657
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$357,417
Employer contributions (assets) at end of year2016-06-30$350,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$252,326
Contract administrator fees2016-06-30$22,995
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30BADEN GAGE & SCHROEDER LLC
Accountancy firm EIN2016-06-30351939627

Form 5500 Responses for PETROLEUM TRADERS CORPORATION 401(K) SALARY REDUCTION PLAN AND TRUST

2022: PETROLEUM TRADERS CORPORATION 401(K) SALARY REDUCTION PLAN AND TRUST 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement - TrustYes
2021: PETROLEUM TRADERS CORPORATION 401(K) SALARY REDUCTION PLAN AND TRUST 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: PETROLEUM TRADERS CORPORATION 401(K) SALARY REDUCTION PLAN AND TRUST 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: PETROLEUM TRADERS CORPORATION 401(K) SALARY REDUCTION PLAN AND TRUST 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: PETROLEUM TRADERS CORPORATION 401(K) SALARY REDUCTION PLAN AND TRUST 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: PETROLEUM TRADERS CORPORATION 401(K) SALARY REDUCTION PLAN AND TRUST 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: PETROLEUM TRADERS CORPORATION 401(K) SALARY REDUCTION PLAN AND TRUST 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: PETROLEUM TRADERS CORPORATION 401(K) SALARY REDUCTION PLAN AND TRUST 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number332987-01
Policy instance 1
Insurance contract or identification number332987-01
Number of Individuals Covered38
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number332987-01
Policy instance 1
Insurance contract or identification number332987-01
Number of Individuals Covered38
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number332987-01
Policy instance 1
Insurance contract or identification number332987-01
Number of Individuals Covered38
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number332987-01
Policy instance 1
Insurance contract or identification number332987-01
Number of Individuals Covered43
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number332987-01
Policy instance 1
Insurance contract or identification number332987-01
Number of Individuals Covered44
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number332987-01
Policy instance 1
Insurance contract or identification number332987-01
Number of Individuals Covered41
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number332987-01
Policy instance 1
Insurance contract or identification number332987-01
Number of Individuals Covered39
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $187
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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
Commission paid to Insurance BrokerUSD $187
Insurance broker organization code?3
Insurance broker nameFRANKLIN JOHNSON

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