401k Plan data: CALUMET GP, LLC RETIREMENT SAVINGS PLAN plan

CALUMET GP, LLC RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	CALUMET GP, LLC RETIREMENT SAVINGS PLAN
Plan identification number	001

CALUMET GP, LLC RETIREMENT SAVINGS 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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) received services of leased employees, as defined in Code section 414(n), during the plan year.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CALUMET GP, LLC has sponsored the creation of one or more 401k plans.

Company Name: CALUMET GP, LLC

Employer identification number (EIN): 364579817

NAIC Classification: 213110
NAIC Description: Support Activities for Mining

Additional information about CALUMET GP, LLC

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2012-01-09

Company Identification Number: 0801532157

Legal Registered Office Address: 2780 WATERFRONT PARKWAY EAST DR STE 200

INDIANAPOLIS
United States of America (USA)
46214

More information about CALUMET GP, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CALUMET GP, LLC RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 CAROL HUTTON NICHOLAS BLAUWIEKEL 2018-10-12
001 2016-01-01 CAROL HUTTON NICHOLAS BLAUWIEKEL 2017-10-16
001 2015-01-01 CAROL HUTTON CHRIS SVOBODA 2016-10-14
001 2014-01-01 CAROL HUTTON MIKE NAJAR 2015-10-14
001 2013-01-01 CAROL L. HUTTON DAVID K. BURFORD 2014-10-09
001 2012-01-01 CAROL L. HUTTON DAVID K. BURFORD 2013-10-10
001 2011-01-01 CAROL L. HUTTON DAVID K. BURFORD 2012-10-05
001 2010-01-01 KATHY M. QUINN R. PATRICK MURRAY II 2011-10-14
001 2009-01-01 KATHY QUINN R. PATRICK MURRAY, II 2010-10-15

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	CAROL HUTTON	NICHOLAS BLAUWIEKEL	2018-10-12
001	2016-01-01	CAROL HUTTON	NICHOLAS BLAUWIEKEL	2017-10-16
001	2015-01-01	CAROL HUTTON	CHRIS SVOBODA	2016-10-14
001	2014-01-01	CAROL HUTTON	MIKE NAJAR	2015-10-14
001	2013-01-01	CAROL L. HUTTON	DAVID K. BURFORD	2014-10-09
001	2012-01-01	CAROL L. HUTTON	DAVID K. BURFORD	2013-10-10
001	2011-01-01	CAROL L. HUTTON	DAVID K. BURFORD	2012-10-05
001	2010-01-01	KATHY M. QUINN	R. PATRICK MURRAY II	2011-10-14
001	2009-01-01	KATHY QUINN	R. PATRICK MURRAY, II	2010-10-15

Plan Statistics for CALUMET GP, LLC RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for CALUMET GP, LLC RETIREMENT SAVINGS PLAN

Measure Date Value
2022: CALUMET GP, LLC RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,909
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1,529
Number of retired or separated participants receiving benefits 2022-01-01 21
Number of other retired or separated participants entitled to future benefits 2022-01-01 443
Total of all active and inactive participants 2022-01-01 1,993
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 5
Total participants 2022-01-01 1,998
Number of participants with account balances 2022-01-01 1,783
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: CALUMET GP, LLC RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,878
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1,445
Number of retired or separated participants receiving benefits 2021-01-01 16
Number of other retired or separated participants entitled to future benefits 2021-01-01 444
Total of all active and inactive participants 2021-01-01 1,905
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 4
Total participants 2021-01-01 1,909
Number of participants with account balances 2021-01-01 1,724
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: CALUMET GP, LLC RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 2,253
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1,390
Number of retired or separated participants receiving benefits 2020-01-01 14
Number of other retired or separated participants entitled to future benefits 2020-01-01 471
Total of all active and inactive participants 2020-01-01 1,875
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 3
Total participants 2020-01-01 1,878
Number of participants with account balances 2020-01-01 1,720
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: CALUMET GP, LLC RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2,461
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1,454
Number of retired or separated participants receiving benefits 2019-01-01 25
Number of other retired or separated participants entitled to future benefits 2019-01-01 761
Total of all active and inactive participants 2019-01-01 2,240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 13
Total participants 2019-01-01 2,253
Number of participants with account balances 2019-01-01 2,213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: CALUMET GP, LLC RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 2,289
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1,653
Number of retired or separated participants receiving benefits 2018-01-01 25
Number of other retired or separated participants entitled to future benefits 2018-01-01 773
Total of all active and inactive participants 2018-01-01 2,451
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 10
Total participants 2018-01-01 2,461
Number of participants with account balances 2018-01-01 2,222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 2
2017: CALUMET GP, LLC RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 2,322
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 1,482
Number of retired or separated participants receiving benefits 2017-01-01 21
Number of other retired or separated participants entitled to future benefits 2017-01-01 777
Total of all active and inactive participants 2017-01-01 2,280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 9
Total participants 2017-01-01 2,289
Number of participants with account balances 2017-01-01 2,223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 14
2016: CALUMET GP, LLC RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2,195
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 1,843
Number of retired or separated participants receiving benefits 2016-01-01 16
Number of other retired or separated participants entitled to future benefits 2016-01-01 455
Total of all active and inactive participants 2016-01-01 2,314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 8
Total participants 2016-01-01 2,322
Number of participants with account balances 2016-01-01 2,248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 16
2015: CALUMET GP, LLC RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1,765
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1,797
Number of retired or separated participants receiving benefits 2015-01-01 12
Number of other retired or separated participants entitled to future benefits 2015-01-01 378
Total of all active and inactive participants 2015-01-01 2,187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 8
Total participants 2015-01-01 2,195
Number of participants with account balances 2015-01-01 2,129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 25
2014: CALUMET GP, LLC RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1,310
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1,547
Number of retired or separated participants receiving benefits 2014-01-01 6
Number of other retired or separated participants entitled to future benefits 2014-01-01 204
Total of all active and inactive participants 2014-01-01 1,757
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 8
Total participants 2014-01-01 1,765
Number of participants with account balances 2014-01-01 1,498
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 22
2013: CALUMET GP, LLC RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1,051
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1,127
Number of retired or separated participants receiving benefits 2013-01-01 5
Number of other retired or separated participants entitled to future benefits 2013-01-01 173
Total of all active and inactive participants 2013-01-01 1,305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 5
Total participants 2013-01-01 1,310
Number of participants with account balances 2013-01-01 1,281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 16
2012: CALUMET GP, LLC RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 896
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 894
Number of retired or separated participants receiving benefits 2012-01-01 3
Number of other retired or separated participants entitled to future benefits 2012-01-01 148
Total of all active and inactive participants 2012-01-01 1,045
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 6
Total participants 2012-01-01 1,051
Number of participants with account balances 2012-01-01 953
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 9
2011: CALUMET GP, LLC RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 841
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 752
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 139
Total of all active and inactive participants 2011-01-01 891
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 5
Total participants 2011-01-01 896
Number of participants with account balances 2011-01-01 843
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 22
2010: CALUMET GP, LLC RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 756
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 708
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 128
Total of all active and inactive participants 2010-01-01 836
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 5
Total participants 2010-01-01 841
Number of participants with account balances 2010-01-01 739
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 14
2009: CALUMET GP, LLC RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 480
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 612
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 140
Total of all active and inactive participants 2009-01-01 752
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 4
Total participants 2009-01-01 756
Number of participants with account balances 2009-01-01 726
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 33

Measure	Date	Value
2022: CALUMET GP, LLC RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,909
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1,529
Number of retired or separated participants receiving benefits	2022-01-01	21
Number of other retired or separated participants entitled to future benefits	2022-01-01	443
Total of all active and inactive participants	2022-01-01	1,993
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	5
Total participants	2022-01-01	1,998
Number of participants with account balances	2022-01-01	1,783
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: CALUMET GP, LLC RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,878
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1,445
Number of retired or separated participants receiving benefits	2021-01-01	16
Number of other retired or separated participants entitled to future benefits	2021-01-01	444
Total of all active and inactive participants	2021-01-01	1,905
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	4
Total participants	2021-01-01	1,909
Number of participants with account balances	2021-01-01	1,724
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: CALUMET GP, LLC RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	2,253
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1,390
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	471
Total of all active and inactive participants	2020-01-01	1,875
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	3
Total participants	2020-01-01	1,878
Number of participants with account balances	2020-01-01	1,720
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: CALUMET GP, LLC RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2,461
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1,454
Number of retired or separated participants receiving benefits	2019-01-01	25
Number of other retired or separated participants entitled to future benefits	2019-01-01	761
Total of all active and inactive participants	2019-01-01	2,240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	13
Total participants	2019-01-01	2,253
Number of participants with account balances	2019-01-01	2,213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: CALUMET GP, LLC RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	2,289
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1,653
Number of retired or separated participants receiving benefits	2018-01-01	25
Number of other retired or separated participants entitled to future benefits	2018-01-01	773
Total of all active and inactive participants	2018-01-01	2,451
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	10
Total participants	2018-01-01	2,461
Number of participants with account balances	2018-01-01	2,222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	2
2017: CALUMET GP, LLC RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	2,322
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1,482
Number of retired or separated participants receiving benefits	2017-01-01	21
Number of other retired or separated participants entitled to future benefits	2017-01-01	777
Total of all active and inactive participants	2017-01-01	2,280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	9
Total participants	2017-01-01	2,289
Number of participants with account balances	2017-01-01	2,223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	14
2016: CALUMET GP, LLC RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2,195
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	1,843
Number of retired or separated participants receiving benefits	2016-01-01	16
Number of other retired or separated participants entitled to future benefits	2016-01-01	455
Total of all active and inactive participants	2016-01-01	2,314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	8
Total participants	2016-01-01	2,322
Number of participants with account balances	2016-01-01	2,248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	16
2015: CALUMET GP, LLC RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1,765
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1,797
Number of retired or separated participants receiving benefits	2015-01-01	12
Number of other retired or separated participants entitled to future benefits	2015-01-01	378
Total of all active and inactive participants	2015-01-01	2,187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	8
Total participants	2015-01-01	2,195
Number of participants with account balances	2015-01-01	2,129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	25
2014: CALUMET GP, LLC RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1,310
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1,547
Number of retired or separated participants receiving benefits	2014-01-01	6
Number of other retired or separated participants entitled to future benefits	2014-01-01	204
Total of all active and inactive participants	2014-01-01	1,757
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	8
Total participants	2014-01-01	1,765
Number of participants with account balances	2014-01-01	1,498
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	22
2013: CALUMET GP, LLC RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1,051
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1,127
Number of retired or separated participants receiving benefits	2013-01-01	5
Number of other retired or separated participants entitled to future benefits	2013-01-01	173
Total of all active and inactive participants	2013-01-01	1,305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	5
Total participants	2013-01-01	1,310
Number of participants with account balances	2013-01-01	1,281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	16
2012: CALUMET GP, LLC RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	896
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	894
Number of retired or separated participants receiving benefits	2012-01-01	3
Number of other retired or separated participants entitled to future benefits	2012-01-01	148
Total of all active and inactive participants	2012-01-01	1,045
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	6
Total participants	2012-01-01	1,051
Number of participants with account balances	2012-01-01	953
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	9
2011: CALUMET GP, LLC RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	841
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	752
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	139
Total of all active and inactive participants	2011-01-01	891
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	5
Total participants	2011-01-01	896
Number of participants with account balances	2011-01-01	843
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	22
2010: CALUMET GP, LLC RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	756
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	708
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	128
Total of all active and inactive participants	2010-01-01	836
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	5
Total participants	2010-01-01	841
Number of participants with account balances	2010-01-01	739
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	14
2009: CALUMET GP, LLC RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	480
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	612
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	140
Total of all active and inactive participants	2009-01-01	752
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	4
Total participants	2009-01-01	756
Number of participants with account balances	2009-01-01	726
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	33

Financial Data on CALUMET GP, LLC RETIREMENT SAVINGS PLAN

Measure	Date	Value
2022 : CALUMET GP, LLC RETIREMENT SAVINGS PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets	2022-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$-402,787
Total unrealized appreciation/depreciation of assets	2022-12-31	$-402,787
Total transfer of assets to this plan	2022-12-31	$0
Total transfer of assets from this plan	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Expenses. Interest paid	2022-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-25,485,729
Total loss/gain on sale of assets	2022-12-31	$-65,744
Total of all expenses incurred	2022-12-31	$27,189,434
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$27,074,684
Expenses. Certain deemed distributions of participant loans	2022-12-31	$0
Value of total corrective distributions	2022-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$21,232,401
Value of total assets at end of year	2022-12-31	$233,132,087
Value of total assets at beginning of year	2022-12-31	$285,807,250
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$114,750
Total income from rents	2022-12-31	$0
Total interest from all sources	2022-12-31	$3,878,533
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$98,283
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$78,660
Assets. Real estate other than employer real property at end of year	2022-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2022-12-31	$0
Administrative expenses professional fees incurred	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-12-31	$18,732
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-12-31	$0
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$13,096,182
Participant contributions at end of year	2022-12-31	$3,244,708
Participant contributions at beginning of year	2022-12-31	$3,136,172
Participant contributions at end of year	2022-12-31	$180,223
Participant contributions at beginning of year	2022-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$897,873
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$0
Assets. Loans (other than to participants) at end of year	2022-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$0
Other income not declared elsewhere	2022-12-31	$0
Administrative expenses (other) incurred	2022-12-31	$100,416
Liabilities. Value of operating payables at end of year	2022-12-31	$0
Liabilities. Value of operating payables at beginning of year	2022-12-31	$0
Total non interest bearing cash at end of year	2022-12-31	$666,069
Total non interest bearing cash at beginning of year	2022-12-31	$2,070
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Income. Non cash contributions	2022-12-31	$0
Value of net income/loss	2022-12-31	$-52,675,163
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$233,132,087
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$285,807,250
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Assets. partnership/joint venture interests at end of year	2022-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2022-12-31	$0
Investment advisory and management fees	2022-12-31	$14,334
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$88,944,434
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$258,907,060
Value of interest in pooled separate accounts at end of year	2022-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$0
Interest on participant loans	2022-12-31	$167,094
Income. Interest from loans (other than to participants)	2022-12-31	$0
Interest earned on other investments	2022-12-31	$0
Income. Interest from US Government securities	2022-12-31	$0
Income. Interest from corporate debt instruments	2022-12-31	$469
Value of interest in master investment trust accounts at end of year	2022-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2022-12-31	$0
Value of interest in common/collective trusts at end of year	2022-12-31	$126,927,222
Value of interest in common/collective trusts at beginning of year	2022-12-31	$12,028,683
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$11,896,464
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$10,480,677
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$10,480,677
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$3,710,970
Assets. Value of investments in 103.12 investment entities at end of year	2022-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$0
Asset value of US Government securities at end of year	2022-12-31	$0
Asset value of US Government securities at beginning of year	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-50,184,282
Net investment gain/loss from pooled separate accounts	2022-12-31	$0
Net investment gain or loss from common/collective trusts	2022-12-31	$-42,133
Net gain/loss from 103.12 investment entities	2022-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Assets. Invements in employer securities at end of year	2022-12-31	$0
Assets. Invements in employer securities at beginning of year	2022-12-31	$0
Assets. Value of employer real property at end of year	2022-12-31	$0
Assets. Value of employer real property at beginning of year	2022-12-31	$0
Contributions received in cash from employer	2022-12-31	$7,238,346
Employer contributions (assets) at end of year	2022-12-31	$284,643
Employer contributions (assets) at beginning of year	2022-12-31	$204,329
Income. Dividends from preferred stock	2022-12-31	$0
Income. Dividends from common stock	2022-12-31	$19,623
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$27,074,684
Asset. Corporate debt instrument preferred debt at end of year	2022-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2022-12-31	$11,680
Asset. Corporate debt instrument debt (other) at beginning of year	2022-12-31	$82,349
Contract administrator fees	2022-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2022-12-31	$957,912
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-12-31	$965,910
Liabilities. Value of benefit claims payable at end of year	2022-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2022-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2022-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2022-12-31	$0
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Aggregate proceeds on sale of assets	2022-12-31	$929,987
Aggregate carrying amount (costs) on sale of assets	2022-12-31	$995,731
Liabilities. Value of acquisition indebtedness at end of year	2022-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2022-12-31	$0
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	KATZ, SAPPER & MILLER, LLP
Accountancy firm EIN	2022-12-31	351090346
2021 : CALUMET GP, LLC RETIREMENT SAVINGS PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets	2021-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$-10,544
Total unrealized appreciation/depreciation of assets	2021-12-31	$-10,544
Total transfer of assets to this plan	2021-12-31	$0
Total transfer of assets from this plan	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Expenses. Interest paid	2021-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$53,085,541
Total loss/gain on sale of assets	2021-12-31	$111,776
Total of all expenses incurred	2021-12-31	$32,193,414
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$31,959,429
Expenses. Certain deemed distributions of participant loans	2021-12-31	$10,697
Value of total corrective distributions	2021-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$19,344,397
Value of total assets at end of year	2021-12-31	$285,807,250
Value of total assets at beginning of year	2021-12-31	$264,915,123
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$223,288
Total income from rents	2021-12-31	$0
Total interest from all sources	2021-12-31	$188,816
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$8,781,627
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$8,765,819
Assets. Real estate other than employer real property at end of year	2021-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2021-12-31	$0
Administrative expenses professional fees incurred	2021-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2021-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2021-12-31	$0
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$11,359,472
Participant contributions at end of year	2021-12-31	$3,136,172
Participant contributions at beginning of year	2021-12-31	$2,966,275
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$2,031,900
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$0
Assets. Loans (other than to participants) at end of year	2021-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$0
Other income not declared elsewhere	2021-12-31	$0
Administrative expenses (other) incurred	2021-12-31	$222,161
Liabilities. Value of operating payables at end of year	2021-12-31	$0
Liabilities. Value of operating payables at beginning of year	2021-12-31	$0
Total non interest bearing cash at end of year	2021-12-31	$2,070
Total non interest bearing cash at beginning of year	2021-12-31	$13,527
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Income. Non cash contributions	2021-12-31	$0
Value of net income/loss	2021-12-31	$20,892,127
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$285,807,250
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$264,915,123
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Assets. partnership/joint venture interests at end of year	2021-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2021-12-31	$0
Investment advisory and management fees	2021-12-31	$1,127
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$258,907,060
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$232,838,343
Value of interest in pooled separate accounts at end of year	2021-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$0
Interest on participant loans	2021-12-31	$171,566
Income. Interest from loans (other than to participants)	2021-12-31	$0
Interest earned on other investments	2021-12-31	$0
Income. Interest from US Government securities	2021-12-31	$0
Income. Interest from corporate debt instruments	2021-12-31	$8,863
Value of interest in master investment trust accounts at end of year	2021-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2021-12-31	$0
Value of interest in common/collective trusts at end of year	2021-12-31	$12,028,683
Value of interest in common/collective trusts at beginning of year	2021-12-31	$14,697,345
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$10,480,677
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$13,491,398
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$13,491,398
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$8,387
Assets. Value of investments in 103.12 investment entities at end of year	2021-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2021-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$0
Asset value of US Government securities at end of year	2021-12-31	$0
Asset value of US Government securities at beginning of year	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$24,551,885
Net investment gain/loss from pooled separate accounts	2021-12-31	$0
Net investment gain or loss from common/collective trusts	2021-12-31	$117,584
Net gain/loss from 103.12 investment entities	2021-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Assets. Invements in employer securities at end of year	2021-12-31	$0
Assets. Invements in employer securities at beginning of year	2021-12-31	$0
Assets. Value of employer real property at end of year	2021-12-31	$0
Assets. Value of employer real property at beginning of year	2021-12-31	$0
Contributions received in cash from employer	2021-12-31	$5,953,025
Employer contributions (assets) at end of year	2021-12-31	$204,329
Employer contributions (assets) at beginning of year	2021-12-31	$187,733
Income. Dividends from preferred stock	2021-12-31	$0
Income. Dividends from common stock	2021-12-31	$15,808
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$31,959,429
Asset. Corporate debt instrument preferred debt at end of year	2021-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2021-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2021-12-31	$82,349
Asset. Corporate debt instrument debt (other) at beginning of year	2021-12-31	$71,345
Contract administrator fees	2021-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2021-12-31	$965,910
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-12-31	$649,157
Liabilities. Value of benefit claims payable at end of year	2021-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2021-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2021-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2021-12-31	$0
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Aggregate proceeds on sale of assets	2021-12-31	$7,222,592
Aggregate carrying amount (costs) on sale of assets	2021-12-31	$7,110,816
Liabilities. Value of acquisition indebtedness at end of year	2021-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2021-12-31	$0
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	KATZ, SAPPER & MILLER, LLP
Accountancy firm EIN	2021-12-31	351090346
2020 : CALUMET GP, LLC RETIREMENT SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets	2020-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$90,562
Total unrealized appreciation/depreciation of assets	2020-12-31	$90,562
Total transfer of assets to this plan	2020-12-31	$0
Total transfer of assets from this plan	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
Expenses. Interest paid	2020-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$53,028,711
Total loss/gain on sale of assets	2020-12-31	$84,548
Total of all expenses incurred	2020-12-31	$43,057,202
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$42,967,948
Expenses. Certain deemed distributions of participant loans	2020-12-31	$37,942
Value of total corrective distributions	2020-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$19,842,005
Value of total assets at end of year	2020-12-31	$264,915,123
Value of total assets at beginning of year	2020-12-31	$254,943,614
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$51,312
Total income from rents	2020-12-31	$0
Total interest from all sources	2020-12-31	$241,401
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$4,455,309
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$4,449,437
Assets. Real estate other than employer real property at end of year	2020-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2020-12-31	$0
Administrative expenses professional fees incurred	2020-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2020-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2020-12-31	$0
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	Yes
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$10,905,409
Participant contributions at end of year	2020-12-31	$2,966,275
Participant contributions at beginning of year	2020-12-31	$3,306,522
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$2,783,325
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Assets. Loans (other than to participants) at end of year	2020-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2020-12-31	$0
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
Other income not declared elsewhere	2020-12-31	$-81,343
Administrative expenses (other) incurred	2020-12-31	$51,312
Liabilities. Value of operating payables at end of year	2020-12-31	$0
Liabilities. Value of operating payables at beginning of year	2020-12-31	$0
Total non interest bearing cash at end of year	2020-12-31	$13,527
Total non interest bearing cash 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
Income. Non cash contributions	2020-12-31	$0
Value of net income/loss	2020-12-31	$9,971,509
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$264,915,123
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$254,943,614
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
Assets. partnership/joint venture interests at end of year	2020-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2020-12-31	$0
Investment advisory and management fees	2020-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$232,838,343
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$235,839,834
Value of interest in pooled separate accounts at end of year	2020-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$0
Interest on participant loans	2020-12-31	$229,659
Income. Interest from loans (other than to participants)	2020-12-31	$0
Interest earned on other investments	2020-12-31	$0
Income. Interest from US Government securities	2020-12-31	$0
Income. Interest from corporate debt instruments	2020-12-31	$3,560
Value of interest in master investment trust accounts at end of year	2020-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2020-12-31	$0
Value of interest in common/collective trusts at end of year	2020-12-31	$14,697,345
Value of interest in common/collective trusts at beginning of year	2020-12-31	$15,603,331
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$13,491,398
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$8,182
Assets. Value of investments in 103.12 investment entities at end of year	2020-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Asset value of US Government securities at end of year	2020-12-31	$0
Asset value of US Government securities at beginning of year	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$27,933,875
Net investment gain/loss from pooled separate accounts	2020-12-31	$0
Net investment gain or loss from common/collective trusts	2020-12-31	$462,354
Net gain/loss from 103.12 investment entities	2020-12-31	$0
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
Assets. Invements in employer securities at end of year	2020-12-31	$0
Assets. Invements in employer securities at beginning of year	2020-12-31	$0
Assets. Value of employer real property at end of year	2020-12-31	$0
Assets. Value of employer real property at beginning of year	2020-12-31	$0
Contributions received in cash from employer	2020-12-31	$6,153,271
Employer contributions (assets) at end of year	2020-12-31	$187,733
Employer contributions (assets) at beginning of year	2020-12-31	$193,927
Income. Dividends from preferred stock	2020-12-31	$0
Income. Dividends from common stock	2020-12-31	$5,872
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$42,967,948
Asset. Corporate debt instrument preferred debt at end of year	2020-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2020-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2020-12-31	$71,345
Asset. Corporate debt instrument debt (other) at beginning of year	2020-12-31	$0
Contract administrator fees	2020-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	Yes
Assets. Corporate common stocks other than exployer securities at end of year	2020-12-31	$649,157
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2020-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2020-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2020-12-31	$0
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
Aggregate proceeds on sale of assets	2020-12-31	$2,057,035
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$1,972,487
Liabilities. Value of acquisition indebtedness at end of year	2020-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2020-12-31	$0
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	KATZ, SAPPER & MILLER, LLP
Accountancy firm EIN	2020-12-31	351090346
2019 : CALUMET GP, LLC RETIREMENT SAVINGS 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	$64,768,170
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$29,880,479
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$29,875,516
Value of total corrective distributions	2019-12-31	$2,383
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$19,973,604
Value of total assets at end of year	2019-12-31	$254,943,614
Value of total assets at beginning of year	2019-12-31	$220,055,923
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$2,580
Total interest from all sources	2019-12-31	$173,119
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$7,899,533
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$7,899,533
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
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$11,118,319
Participant contributions at end of year	2019-12-31	$3,306,522
Participant contributions at beginning of year	2019-12-31	$3,225,183
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$2,467,506
Other income not declared elsewhere	2019-12-31	$17,698
Administrative expenses (other) incurred	2019-12-31	$2,580
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	$34,887,691
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$254,943,614
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$220,055,923
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$235,839,834
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$200,714,821
Interest on participant loans	2019-12-31	$173,119
Value of interest in common/collective trusts at end of year	2019-12-31	$15,603,331
Value of interest in common/collective trusts at beginning of year	2019-12-31	$15,906,729
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$36,162,551
Net investment gain or loss from common/collective trusts	2019-12-31	$541,665
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	Yes
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	$6,387,779
Employer contributions (assets) at end of year	2019-12-31	$193,927
Employer contributions (assets) at beginning of year	2019-12-31	$209,190
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$29,875,516
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	KATZ, SAPPER & MILLER, LLP
Accountancy firm EIN	2019-12-31	351090346
2018 : CALUMET GP, LLC RETIREMENT SAVINGS 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	$0
Total income from all sources (including contributions)	2018-12-31	$10,674,975
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$26,489,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$26,461,516
Value of total corrective distributions	2018-12-31	$25,296
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$20,019,703
Value of total assets at end of year	2018-12-31	$220,055,923
Value of total assets at beginning of year	2018-12-31	$235,870,070
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$2,310
Total interest from all sources	2018-12-31	$155,506
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$8,171,656
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$8,171,656
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
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$10,460,052
Participant contributions at end of year	2018-12-31	$3,225,183
Participant contributions at beginning of year	2018-12-31	$3,547,766
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$316,185
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$3,504,318
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-12-31	$7,530
Other income not declared elsewhere	2018-12-31	$464
Administrative expenses (other) incurred	2018-12-31	$2,310
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	$-15,814,147
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$220,055,923
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$235,870,070
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$200,714,821
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$218,412,342
Interest on participant loans	2018-12-31	$155,506
Value of interest in common/collective trusts at end of year	2018-12-31	$15,906,729
Value of interest in common/collective trusts at beginning of year	2018-12-31	$13,236,864
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-17,995,461
Net investment gain or loss from common/collective trusts	2018-12-31	$323,107
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	$6,055,333
Employer contributions (assets) at end of year	2018-12-31	$209,190
Employer contributions (assets) at beginning of year	2018-12-31	$356,913
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$26,453,986
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	KATZ, SAPPER & MILLER, LLP
Accountancy firm EIN	2018-12-31	351090346
2017 : CALUMET GP, LLC RETIREMENT SAVINGS 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$55,341,147
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$29,143,279
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$29,137,051
Value of total corrective distributions	2017-12-31	$3,683
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$19,846,269
Value of total assets at end of year	2017-12-31	$235,870,070
Value of total assets at beginning of year	2017-12-31	$209,672,202
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$2,545
Total interest from all sources	2017-12-31	$160,130
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$6,342,346
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$6,342,346
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
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$11,291,967
Participant contributions at end of year	2017-12-31	$3,547,766
Participant contributions at beginning of year	2017-12-31	$3,822,342
Participant contributions at end of year	2017-12-31	$316,185
Participant contributions at beginning of year	2017-12-31	$376,296
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$2,020,861
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-12-31	$469,400
Other income not declared elsewhere	2017-12-31	$25,510
Administrative expenses (other) incurred	2017-12-31	$2,545
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	$26,197,868
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$235,870,070
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$209,672,202
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$218,412,342
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$191,107,041
Interest on participant loans	2017-12-31	$160,130
Value of interest in common/collective trusts at end of year	2017-12-31	$13,236,864
Value of interest in common/collective trusts at beginning of year	2017-12-31	$13,989,478
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$28,724,536
Net investment gain or loss from common/collective trusts	2017-12-31	$242,356
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	$6,533,441
Employer contributions (assets) at end of year	2017-12-31	$356,913
Employer contributions (assets) at beginning of year	2017-12-31	$377,045
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$28,667,651
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	KATZ, SAPPER & MILLER, LLP
Accountancy firm EIN	2017-12-31	351090346
2016 : CALUMET GP, LLC RETIREMENT SAVINGS 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$34,502,732
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$18,199,221
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$18,196,701
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$19,237,786
Value of total assets at end of year	2016-12-31	$209,672,202
Value of total assets at beginning of year	2016-12-31	$193,368,691
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$2,520
Total interest from all sources	2016-12-31	$155,575
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$4,891,481
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$4,891,481
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
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$11,722,914
Participant contributions at end of year	2016-12-31	$3,822,342
Participant contributions at beginning of year	2016-12-31	$3,578,610
Participant contributions at end of year	2016-12-31	$376,296
Participant contributions at beginning of year	2016-12-31	$360,483
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$675,665
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$4,564,325
Other income not declared elsewhere	2016-12-31	$353
Administrative expenses (other) incurred	2016-12-31	$2,520
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	$16,303,511
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$209,672,202
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$193,368,691
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$191,107,041
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$172,026,472
Interest on participant loans	2016-12-31	$155,575
Value of interest in common/collective trusts at end of year	2016-12-31	$13,989,478
Value of interest in common/collective trusts at beginning of year	2016-12-31	$12,621,974
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$9,932,563
Net investment gain or loss from common/collective trusts	2016-12-31	$284,974
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	Yes
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	$6,839,207
Employer contributions (assets) at end of year	2016-12-31	$377,045
Employer contributions (assets) at beginning of year	2016-12-31	$216,827
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$18,196,701
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	KATZ, SAPPER & MILLER, LLP
Accountancy firm EIN	2016-12-31	351090346
2015 : CALUMET GP, LLC RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$4,564,325
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$16,918,998
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$11,360,505
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$11,303,130
Expenses. Certain deemed distributions of participant loans	2015-12-31	$55,175
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$17,519,943
Value of total assets at end of year	2015-12-31	$193,368,691
Value of total assets at beginning of year	2015-12-31	$183,245,873
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$2,200
Total interest from all sources	2015-12-31	$145,673
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$4,015,905
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$4,015,905
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
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$10,558,492
Participant contributions at end of year	2015-12-31	$3,578,610
Participant contributions at beginning of year	2015-12-31	$3,008,286
Participant contributions at end of year	2015-12-31	$360,483
Participant contributions at beginning of year	2015-12-31	$303,436
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$1,049,526
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$4,564,325
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$6,531,069
Administrative expenses (other) incurred	2015-12-31	$2,200
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	$5,558,493
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$193,368,691
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$183,245,873
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$172,026,472
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$146,533,898
Interest on participant loans	2015-12-31	$145,673
Value of interest in common/collective trusts at end of year	2015-12-31	$12,621,974
Value of interest in common/collective trusts at beginning of year	2015-12-31	$25,559,361
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-4,647,744
Net investment gain or loss from common/collective trusts	2015-12-31	$-114,779
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	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$5,911,925
Employer contributions (assets) at end of year	2015-12-31	$216,827
Employer contributions (assets) at beginning of year	2015-12-31	$1,309,823
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$11,303,130
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	KATZ, SAPPER & MILLER, LLP
Accountancy firm EIN	2015-12-31	351090346
2014 : CALUMET GP, LLC RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$21,805,089
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$25,952,112
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$7,299,429
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$7,285,763
Expenses. Certain deemed distributions of participant loans	2014-12-31	$10,199
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$14,380,348
Value of total assets at end of year	2014-12-31	$183,245,873
Value of total assets at beginning of year	2014-12-31	$142,788,101
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$3,467
Total interest from all sources	2014-12-31	$143,305
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$4,938,123
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$4,938,123
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
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$8,148,246
Participant contributions at end of year	2014-12-31	$3,008,286
Participant contributions at beginning of year	2014-12-31	$2,629,011
Participant contributions at end of year	2014-12-31	$303,436
Participant contributions at beginning of year	2014-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$629,575
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$6,531,069
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$0
Other income not declared elsewhere	2014-12-31	$21,433
Administrative expenses (other) incurred	2014-12-31	$3,467
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	$18,652,683
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$183,245,873
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$142,788,101
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$146,533,898
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$127,163,806
Interest on participant loans	2014-12-31	$143,305
Value of interest in common/collective trusts at end of year	2014-12-31	$25,559,361
Value of interest in common/collective trusts at beginning of year	2014-12-31	$12,001,357
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$6,468,903
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	$5,602,527
Employer contributions (assets) at end of year	2014-12-31	$1,309,823
Employer contributions (assets) at beginning of year	2014-12-31	$993,927
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$7,285,763
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	KATZ, SAPPER & MILLER, LLP
Accountancy firm EIN	2014-12-31	351090346
2013 : CALUMET GP, LLC RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets to this plan	2013-12-31	$3,529,804
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$34,030,353
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$8,255,018
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$8,251,281
Expenses. Certain deemed distributions of participant loans	2013-12-31	$2,037
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$13,046,409
Value of total assets at end of year	2013-12-31	$142,788,101
Value of total assets at beginning of year	2013-12-31	$113,482,962
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$1,700
Total interest from all sources	2013-12-31	$140,977
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$3,465,586
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$3,465,586
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
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$7,542,824
Participant contributions at end of year	2013-12-31	$2,629,011
Participant contributions at beginning of year	2013-12-31	$1,887,124
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$105,771
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$403,205
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$11,318,944
Other income not declared elsewhere	2013-12-31	$4,067
Administrative expenses (other) incurred	2013-12-31	$1,700
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	$25,775,335
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$142,788,101
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$113,482,962
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$127,163,806
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$84,852,563
Interest on participant loans	2013-12-31	$140,977
Value of interest in common/collective trusts at end of year	2013-12-31	$12,001,357
Value of interest in common/collective trusts at beginning of year	2013-12-31	$13,232,695
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$17,484,699
Net investment gain or loss from common/collective trusts	2013-12-31	$-111,385
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	$5,100,380
Employer contributions (assets) at end of year	2013-12-31	$993,927
Employer contributions (assets) at beginning of year	2013-12-31	$2,085,865
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$8,251,281
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	KATZ, SAPPER & MILLER, LLP
Accountancy firm EIN	2013-12-31	351090346
2012 : CALUMET GP, LLC RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets to this plan	2012-12-31	$11,881,827
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$20,404,593
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$4,840,036
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$4,837,520
Value of total corrective distributions	2012-12-31	$662
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$10,823,734
Value of total assets at end of year	2012-12-31	$113,482,962
Value of total assets at beginning of year	2012-12-31	$86,036,578
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$1,854
Total interest from all sources	2012-12-31	$139,516
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$1,861,538
Total income from all sources	2012-12-31	$865,475
Expenses. Total of all expenses incurred	2012-12-31	$439,289
Benefits paid (including direct rollovers)	2012-12-31	$437,026
Total plan assets at end of year	2012-12-31	$3,419,162
Total plan assets at beginning of year	2012-12-31	$2,992,976
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$311,852
Other income received	2012-12-31	$386,642
Net income (gross income less expenses)	2012-12-31	$426,186
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,419,162
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,992,976
Assets. Value of participant loans	2012-12-31	$134,412
Total contributions received or receivable from employer(s)	2012-12-31	$166,981
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$2,263
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$1,861,538
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
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	$5,463,501
Participant contributions at end of year	2012-12-31	$1,887,124
Participant contributions at beginning of year	2012-12-31	$1,599,005
Participant contributions at end of year	2012-12-31	$105,771
Participant contributions at beginning of year	2012-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$755,150
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$11,318,944
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$0
Other income not declared elsewhere	2012-12-31	$272
Administrative expenses (other) incurred	2012-12-31	$1,854
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	$15,564,557
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$113,482,962
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$86,036,578
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 registered invesment companies (eg mutual funds) at end of year	2012-12-31	$84,852,563
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$71,676,222
Interest on participant loans	2012-12-31	$139,516
Value of interest in common/collective trusts at end of year	2012-12-31	$13,232,695
Value of interest in common/collective trusts at beginning of year	2012-12-31	$11,402,823
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$7,181,547
Net investment gain or loss from common/collective trusts	2012-12-31	$397,986
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	$4,605,083
Employer contributions (assets) at end of year	2012-12-31	$2,085,865
Employer contributions (assets) at beginning of year	2012-12-31	$1,358,528
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$4,837,520
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	KATZ, SAPPER & MILLER, LLP
Accountancy firm EIN	2012-12-31	351090346
2011 : CALUMET GP, LLC RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$9,004,820
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$3,949,416
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$3,945,361
Expenses. Certain deemed distributions of participant loans	2011-12-31	$869
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$8,438,718
Value of total assets at end of year	2011-12-31	$86,036,578
Value of total assets at beginning of year	2011-12-31	$80,981,174
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$3,186
Total interest from all sources	2011-12-31	$134,553
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$1,639,139
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$1,639,139
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
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	$4,287,111
Participant contributions at end of year	2011-12-31	$1,599,005
Participant contributions at beginning of year	2011-12-31	$1,365,312
Participant contributions at end of year	2011-12-31	$0
Participant contributions at beginning of year	2011-12-31	$72,621
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$349,010
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2011-12-31	$436
Other income not declared elsewhere	2011-12-31	$21,056
Administrative expenses (other) incurred	2011-12-31	$3,186
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	$5,055,404
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$86,036,578
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$80,981,174
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 registered invesment companies (eg mutual funds) at end of year	2011-12-31	$71,676,222
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$70,148,949
Interest on participant loans	2011-12-31	$134,553
Value of interest in common/collective trusts at end of year	2011-12-31	$11,402,823
Value of interest in common/collective trusts at beginning of year	2011-12-31	$8,124,347
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-1,694,590
Net investment gain or loss from common/collective trusts	2011-12-31	$465,944
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	$3,802,597
Employer contributions (assets) at end of year	2011-12-31	$1,358,528
Employer contributions (assets) at beginning of year	2011-12-31	$1,269,945
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$3,944,925
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	KATZ, SAPPER & MILLER, LLP
Accountancy firm EIN	2011-12-31	351090346
2010 : CALUMET GP, LLC RETIREMENT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$15,268,770
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$4,522,350
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$4,478,411
Expenses. Certain deemed distributions of participant loans	2010-12-31	$41,800
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$7,263,394
Value of total assets at end of year	2010-12-31	$80,981,174
Value of total assets at beginning of year	2010-12-31	$70,234,754
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$2,139
Total interest from all sources	2010-12-31	$104,825
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$1,287,413
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$1,287,413
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
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	$3,865,201
Participant contributions at end of year	2010-12-31	$1,365,312
Participant contributions at beginning of year	2010-12-31	$1,304,749
Participant contributions at end of year	2010-12-31	$72,621
Participant contributions at beginning of year	2010-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$90,988
Other income not declared elsewhere	2010-12-31	$40
Administrative expenses (other) incurred	2010-12-31	$2,139
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	$10,746,420
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$80,981,174
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$70,234,754
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 registered invesment companies (eg mutual funds) at end of year	2010-12-31	$70,148,949
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$60,656,812
Interest on participant loans	2010-12-31	$104,825
Value of interest in common/collective trusts at end of year	2010-12-31	$8,124,347
Value of interest in common/collective trusts at beginning of year	2010-12-31	$7,110,456
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$6,243,241
Net investment gain or loss from common/collective trusts	2010-12-31	$369,857
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	$3,307,205
Employer contributions (assets) at end of year	2010-12-31	$1,269,945
Employer contributions (assets) at beginning of year	2010-12-31	$1,162,737
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$4,478,411
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	KATZ, SAPPER & MILLER, LLP
Accountancy firm EIN	2010-12-31	351090346

Form 5500 Responses for CALUMET GP, LLC RETIREMENT SAVINGS PLAN

2022: CALUMET GP, LLC RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	Yes
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: CALUMET GP, LLC RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	Plan is a collectively bargained plan	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: CALUMET GP, LLC RETIREMENT SAVINGS 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	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: CALUMET GP, LLC RETIREMENT SAVINGS 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	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: CALUMET GP, LLC RETIREMENT SAVINGS 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	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: CALUMET GP, LLC RETIREMENT SAVINGS 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	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: CALUMET GP, LLC RETIREMENT SAVINGS 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	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: CALUMET GP, LLC RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single 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	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: CALUMET GP, LLC RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single 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	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: CALUMET GP, LLC RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single 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	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CALUMET GP, LLC RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CALUMET GP, LLC RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: CALUMET GP, LLC RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: CALUMET GP, LLC RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CALUMET GP, LLC
Employer identification number (EIN):	364579817
NAIC Classification:	213110
NAIC Description:	Support Activities for Mining

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2012-01-09
Company Identification Number:	0801532157
Legal Registered Office Address:	2780 WATERFRONT PARKWAY EAST DR STE 200 INDIANAPOLIS United States of America (USA) 46214