401k Plan data: ANDEAVOR 401(K) PLAN plan

ANDEAVOR 401(K) PLAN 401k Plan overview

Plan Name	ANDEAVOR 401(K) PLAN
Plan identification number	002

ANDEAVOR 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

ANDEAVOR LLC has sponsored the creation of one or more 401k plans.

Company Name: ANDEAVOR LLC

Employer identification number (EIN): 384084986

NAIC Classification: 324110
NAIC Description: Petroleum Refineries

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ANDEAVOR 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2019-01-01 STEPHEN A. NELSON 2020-02-17
002 2018-01-01 STEPHEN A. NELSON 2020-02-17
002 2018-01-01 STEPHEN A. NELSON 2019-10-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2019-01-01	STEPHEN A. NELSON	2020-02-17
002	2018-01-01	STEPHEN A. NELSON	2020-02-17
002	2018-01-01	STEPHEN A. NELSON	2019-10-15

Plan Statistics for ANDEAVOR 401(K) PLAN

401k plan membership statisitcs for ANDEAVOR 401(K) PLAN

Measure Date Value
2019: ANDEAVOR 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 10,988
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 0
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 0
Number of participants with account balances 2019-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: ANDEAVOR 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 10,163
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 8,922
Number of retired or separated participants receiving benefits 2018-01-01 56
Number of other retired or separated participants entitled to future benefits 2018-01-01 1,946
Total of all active and inactive participants 2018-01-01 10,924
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 64
Total participants 2018-01-01 10,988
Number of participants with account balances 2018-01-01 10,652
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 81

Measure	Date	Value
2019: ANDEAVOR 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	10,988
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	0
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	0
Number of participants with account balances	2019-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: ANDEAVOR 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	10,163
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	8,922
Number of retired or separated participants receiving benefits	2018-01-01	56
Number of other retired or separated participants entitled to future benefits	2018-01-01	1,946
Total of all active and inactive participants	2018-01-01	10,924
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	64
Total participants	2018-01-01	10,988
Number of participants with account balances	2018-01-01	10,652
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	81

Financial Data on ANDEAVOR 401(K) PLAN

Measure	Date	Value
2019 : ANDEAVOR 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-04-30	$0
Total transfer of assets from this plan	2019-04-30	$1,876,745,257
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-04-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-04-30	$141,685
Total income from all sources (including contributions)	2019-04-30	$207,164,172
Total loss/gain on sale of assets	2019-04-30	$0
Total of all expenses incurred	2019-04-30	$101,070,460
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-04-30	$100,482,608
Expenses. Certain deemed distributions of participant loans	2019-04-30	$-40,296
Value of total corrective distributions	2019-04-30	$141,685
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-04-30	$1,035,119
Value of total assets at end of year	2019-04-30	$0
Value of total assets at beginning of year	2019-04-30	$1,770,793,230
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-04-30	$486,463
Total interest from all sources	2019-04-30	$769,302
Total dividends received (eg from common stock, registered investment company shares)	2019-04-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-04-30	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2019-04-30	$0
Administrative expenses professional fees incurred	2019-04-30	$4,500
Was this plan covered by a fidelity bond	2019-04-30	Yes
Value of fidelity bond cover	2019-04-30	$15,000,000
If this is an individual account plan, was there a blackout period	2019-04-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-04-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-04-30	No
Contributions received from participants	2019-04-30	$157,860
Participant contributions at end of year	2019-04-30	$0
Participant contributions at beginning of year	2019-04-30	$45,914,238
Income. Received or receivable in cash from other sources (including rollovers)	2019-04-30	$771,895
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-04-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-04-30	$141,685
Administrative expenses (other) incurred	2019-04-30	$241,547
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-04-30	No
Value of net income/loss	2019-04-30	$106,093,712
Value of net assets at end of year (total assets less liabilities)	2019-04-30	$0
Value of net assets at beginning of year (total assets less liabilities)	2019-04-30	$1,770,651,545
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-04-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-04-30	No
Were any leases to which the plan was party in default or uncollectible	2019-04-30	No
Investment advisory and management fees	2019-04-30	$240,416
Interest on participant loans	2019-04-30	$769,302
Value of interest in master investment trust accounts at end of year	2019-04-30	$0
Value of interest in master investment trust accounts at beginning of year	2019-04-30	$1,702,671,399
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-04-30	No
Was there a failure to transmit to the plan any participant contributions	2019-04-30	No
Has the plan failed to provide any benefit when due under the plan	2019-04-30	No
Contributions received in cash from employer	2019-04-30	$105,364
Employer contributions (assets) at end of year	2019-04-30	$0
Employer contributions (assets) at beginning of year	2019-04-30	$22,207,593
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-04-30	$100,482,608
Did the plan have assets held for investment	2019-04-30	No
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	2019-04-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-04-30	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-04-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-04-30	Disclaimer
Accountancy firm name	2019-04-30	MCCONNELL & JONES LLP
Accountancy firm EIN	2019-04-30	760488832
2018 : ANDEAVOR 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$343,224,950
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$141,685
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$13,967
Total income from all sources (including contributions)	2018-12-31	$140,461,051
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$161,370,850
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$160,444,181
Expenses. Certain deemed distributions of participant loans	2018-12-31	$130,873
Value of total corrective distributions	2018-12-31	$141,685
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$206,924,920
Value of total assets at end of year	2018-12-31	$1,770,793,230
Value of total assets at beginning of year	2018-12-31	$1,448,350,361
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$654,111
Total interest from all sources	2018-12-31	$1,994,992
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Administrative expenses professional fees incurred	2018-12-31	$49,250
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$104,777,761
Participant contributions at end of year	2018-12-31	$45,914,238
Participant contributions at beginning of year	2018-12-31	$33,785,403
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$19,297,973
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$141,685
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$13,967
Administrative expenses (other) incurred	2018-12-31	$121,437
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	$-20,909,799
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$1,770,651,545
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$1,448,336,394
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$483,424
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$1,068,113,411
Interest on participant loans	2018-12-31	$1,994,992
Value of interest in master investment trust accounts at end of year	2018-12-31	$1,702,671,399
Value of interest in master investment trust accounts at beginning of year	2018-12-31	$0
Value of interest in common/collective trusts at end of year	2018-12-31	$0
Value of interest in common/collective trusts at beginning of year	2018-12-31	$76,020,511
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
Assets. Invements in employer securities at end of year	2018-12-31	$0
Assets. Invements in employer securities at beginning of year	2018-12-31	$263,540,232
Contributions received in cash from employer	2018-12-31	$82,849,186
Employer contributions (assets) at end of year	2018-12-31	$22,207,593
Employer contributions (assets) at beginning of year	2018-12-31	$6,890,804
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$160,444,181
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	No
Opinion of an independent qualified public accountant for this plan	2018-12-31	Unqualified
Accountancy firm name	2018-12-31	MCCONNELL & JONES LLP
Accountancy firm EIN	2018-12-31	760488832

Form 5500 Responses for ANDEAVOR 401(K) PLAN

2019: ANDEAVOR 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	Yes
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ANDEAVOR 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	Yes
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ANDEAVOR LLC
Employer identification number (EIN):	384084986
NAIC Classification:	324110
NAIC Description:	Petroleum Refineries