401k Plan data: HRBC 401(K) PLAN FOR UFCW COLLECTIVE plan

HRBC 401(K) PLAN FOR UFCW COLLECTIVE 401k Plan overview

Plan Name	HRBC 401(K) PLAN FOR UFCW COLLECTIVE
Plan identification number	002

HRBC 401(K) PLAN FOR UFCW COLLECTIVE Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

HARRIS RANCH BEEF COMPANY has sponsored the creation of one or more 401k plans.

Company Name: HARRIS RANCH BEEF COMPANY

Employer identification number (EIN): 470873490

NAIC Classification: 311610
NAIC Description: Animal Slaughtering and Processing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HRBC 401(K) PLAN FOR UFCW COLLECTIVE

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-07-01
002 2020-07-01
002 2020-07-01
002 2019-07-01
002 2018-07-01

Plan Statistics for HRBC 401(K) PLAN FOR UFCW COLLECTIVE

401k plan membership statisitcs for HRBC 401(K) PLAN FOR UFCW COLLECTIVE

Measure Date Value
2021: HRBC 401(K) PLAN FOR UFCW COLLECTIVE 2021 401k membership
Total participants, beginning-of-year 2021-07-01 893
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 715
Number of retired or separated participants receiving benefits 2021-07-01 4
Number of other retired or separated participants entitled to future benefits 2021-07-01 181
Total of all active and inactive participants 2021-07-01 900
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 900
Number of participants with account balances 2021-07-01 900
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 25
2020: HRBC 401(K) PLAN FOR UFCW COLLECTIVE 2020 401k membership
Total participants, beginning-of-year 2020-07-01 928
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 720
Number of retired or separated participants receiving benefits 2020-07-01 1
Number of other retired or separated participants entitled to future benefits 2020-07-01 172
Total of all active and inactive participants 2020-07-01 893
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 893
Number of participants with account balances 2020-07-01 893
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 21
2019: HRBC 401(K) PLAN FOR UFCW COLLECTIVE 2019 401k membership
Total participants, beginning-of-year 2019-07-01 800
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 741
Number of retired or separated participants receiving benefits 2019-07-01 1
Number of other retired or separated participants entitled to future benefits 2019-07-01 136
Total of all active and inactive participants 2019-07-01 878
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 878
Number of participants with account balances 2019-07-01 878
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 1
2018: HRBC 401(K) PLAN FOR UFCW COLLECTIVE 2018 401k membership
Total participants, beginning-of-year 2018-07-01 725
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 663
Number of retired or separated participants receiving benefits 2018-07-01 1
Number of other retired or separated participants entitled to future benefits 2018-07-01 136
Total of all active and inactive participants 2018-07-01 800
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 800
Number of participants with account balances 2018-07-01 800
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 1

Measure	Date	Value
2021: HRBC 401(K) PLAN FOR UFCW COLLECTIVE 2021 401k membership
Total participants, beginning-of-year	2021-07-01	893
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	715
Number of retired or separated participants receiving benefits	2021-07-01	4
Number of other retired or separated participants entitled to future benefits	2021-07-01	181
Total of all active and inactive participants	2021-07-01	900
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	900
Number of participants with account balances	2021-07-01	900
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	25
2020: HRBC 401(K) PLAN FOR UFCW COLLECTIVE 2020 401k membership
Total participants, beginning-of-year	2020-07-01	928
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	720
Number of retired or separated participants receiving benefits	2020-07-01	1
Number of other retired or separated participants entitled to future benefits	2020-07-01	172
Total of all active and inactive participants	2020-07-01	893
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	893
Number of participants with account balances	2020-07-01	893
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	21
2019: HRBC 401(K) PLAN FOR UFCW COLLECTIVE 2019 401k membership
Total participants, beginning-of-year	2019-07-01	800
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	741
Number of retired or separated participants receiving benefits	2019-07-01	1
Number of other retired or separated participants entitled to future benefits	2019-07-01	136
Total of all active and inactive participants	2019-07-01	878
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	878
Number of participants with account balances	2019-07-01	878
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	1
2018: HRBC 401(K) PLAN FOR UFCW COLLECTIVE 2018 401k membership
Total participants, beginning-of-year	2018-07-01	725
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	663
Number of retired or separated participants receiving benefits	2018-07-01	1
Number of other retired or separated participants entitled to future benefits	2018-07-01	136
Total of all active and inactive participants	2018-07-01	800
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	800
Number of participants with account balances	2018-07-01	800
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	1

Financial Data on HRBC 401(K) PLAN FOR UFCW COLLECTIVE

Measure	Date	Value
2022 : HRBC 401(K) PLAN FOR UFCW COLLECTIVE 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total income from all sources (including contributions)	2022-06-30	$-907,087
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$1,297,372
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$1,264,133
Expenses. Certain deemed distributions of participant loans	2022-06-30	$-14
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$1,363,490
Value of total assets at end of year	2022-06-30	$15,667,299
Value of total assets at beginning of year	2022-06-30	$17,871,758
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$33,253
Total interest from all sources	2022-06-30	$48,713
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$127,792
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-06-30	$127,792
Was this plan covered by a fidelity bond	2022-06-30	No
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$394,393
Participant contributions at end of year	2022-06-30	$685,067
Participant contributions at beginning of year	2022-06-30	$516,564
Other income not declared elsewhere	2022-06-30	$-116,920
Administrative expenses (other) incurred	2022-06-30	$33,253
Total non interest bearing cash at end of year	2022-06-30	$0
Total non interest bearing cash at beginning of year	2022-06-30	$137
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-2,204,459
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$15,667,299
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$17,871,758
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$9,788,274
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$14,914,147
Value of interest in pooled separate accounts at end of year	2022-06-30	$2,655,000
Value of interest in pooled separate accounts at beginning of year	2022-06-30	$0
Interest on participant loans	2022-06-30	$27,937
Interest earned on other investments	2022-06-30	$20,776
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$2,538,958
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$2,440,910
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-1,741,809
Net investment gain/loss from pooled separate accounts	2022-06-30	$-588,353
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$969,097
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$1,264,133
Did the plan have assets held for investment	2022-06-30	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	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	HUDSON HENDERSON & COMPANY, INC.
Accountancy firm EIN	2022-06-30	811741762
2021 : HRBC 401(K) PLAN FOR UFCW COLLECTIVE 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total income from all sources (including contributions)	2021-06-30	$5,139,988
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$916,451
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$864,559
Expenses. Certain deemed distributions of participant loans	2021-06-30	$19,768
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$1,288,168
Value of total assets at end of year	2021-06-30	$17,871,758
Value of total assets at beginning of year	2021-06-30	$13,648,221
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$32,124
Total interest from all sources	2021-06-30	$52,386
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$119,875
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-06-30	$119,875
Was this plan covered by a fidelity bond	2021-06-30	No
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$366,829
Participant contributions at end of year	2021-06-30	$516,564
Participant contributions at beginning of year	2021-06-30	$651,185
Other income not declared elsewhere	2021-06-30	$136
Administrative expenses (other) incurred	2021-06-30	$32,124
Total non interest bearing cash at end of year	2021-06-30	$137
Total non interest bearing cash at beginning of year	2021-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$4,223,537
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$17,871,758
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$13,648,221
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$14,914,147
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$11,092,961
Interest on participant loans	2021-06-30	$30,442
Interest earned on other investments	2021-06-30	$21,944
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$2,440,910
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$1,904,075
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$3,679,423
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$921,339
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$864,559
Did the plan have assets held for investment	2021-06-30	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	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Disclaimer
Accountancy firm name	2021-06-30	HUDSON HENDERSON & COMPANY, INC.
Accountancy firm EIN	2021-06-30	811741762
2020 : HRBC 401(K) PLAN FOR UFCW COLLECTIVE 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total income from all sources (including contributions)	2020-06-30	$1,984,083
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$1,081,817
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$1,034,567
Expenses. Certain deemed distributions of participant loans	2020-06-30	$15,136
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$1,297,627
Value of total assets at end of year	2020-06-30	$13,648,221
Value of total assets at beginning of year	2020-06-30	$12,745,955
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$32,114
Total interest from all sources	2020-06-30	$59,442
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$157,914
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-06-30	$157,914
Was this plan covered by a fidelity bond	2020-06-30	No
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$355,239
Participant contributions at end of year	2020-06-30	$651,185
Participant contributions at beginning of year	2020-06-30	$753,886
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$38,345
Administrative expenses (other) incurred	2020-06-30	$32,114
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$902,266
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$13,648,221
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$12,745,955
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$11,092,961
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$10,232,680
Interest on participant loans	2020-06-30	$38,009
Interest earned on other investments	2020-06-30	$21,433
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$1,904,075
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$1,759,389
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$469,100
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$904,043
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$1,034,567
Did the plan have assets held for investment	2020-06-30	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	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	K-COE ISOM
Accountancy firm EIN	2020-06-30	480567703
2019 : HRBC 401(K) PLAN FOR UFCW COLLECTIVE 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total income from all sources (including contributions)	2019-06-30	$1,489,636
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$725,550
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$687,271
Expenses. Certain deemed distributions of participant loans	2019-06-30	$2,921
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$796,774
Value of total assets at end of year	2019-06-30	$12,745,955
Value of total assets at beginning of year	2019-06-30	$11,981,869
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$35,358
Total interest from all sources	2019-06-30	$56,598
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$138,889
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-06-30	$138,889
Was this plan covered by a fidelity bond	2019-06-30	No
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$269,551
Participant contributions at end of year	2019-06-30	$753,886
Participant contributions at beginning of year	2019-06-30	$748,695
Other income not declared elsewhere	2019-06-30	$-4,172
Administrative expenses (other) incurred	2019-06-30	$35,358
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$764,086
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$12,745,955
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$11,981,869
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$10,232,680
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$9,719,198
Interest on participant loans	2019-06-30	$37,653
Interest earned on other investments	2019-06-30	$18,945
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$1,759,389
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$1,513,976
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$501,547
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$527,223
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$687,271
Did the plan have assets held for investment	2019-06-30	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	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	K-COE ISOM
Accountancy firm EIN	2019-06-30	480567703

Form 5500 Responses for HRBC 401(K) PLAN FOR UFCW COLLECTIVE

2021: HRBC 401(K) PLAN FOR UFCW COLLECTIVE 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	Yes
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: HRBC 401(K) PLAN FOR UFCW COLLECTIVE 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	Yes
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	Yes
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: HRBC 401(K) PLAN FOR UFCW COLLECTIVE 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	Yes
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: HRBC 401(K) PLAN FOR UFCW COLLECTIVE 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	Yes
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

040068

Policy instance

Insurance contract or identification number	040068
Number of Individuals Covered	900
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $10,327
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	10327
Additional information about fees paid to insurance broker	SERVICES TO INSURER OR PLAN
Insurance broker organization code?	4

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

106510

Policy instance

Insurance contract or identification number	106510
Number of Individuals Covered	893
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $6,694
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	6694
Additional information about fees paid to insurance broker	SERVICES TO INSURER OR PLAN
Insurance broker organization code?	4

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

106510

Policy instance

Insurance contract or identification number	106510
Number of Individuals Covered	878
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $5,347
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	5347
Additional information about fees paid to insurance broker	SERVICES TO INSURER OR PLAN
Insurance broker organization code?	4

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

106510

Policy instance

Insurance contract or identification number	106510
Number of Individuals Covered	800
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $4,732
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	4732
Additional information about fees paid to insurance broker	SERVICES TO INSURER OR PLAN
Insurance broker organization code?	4

Potentially related plans

HRBC 401(K) PLAN FOR UFCW COLLECTIVE BARGAINING UNIT [EIN = 941272509]

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Company Name:	HARRIS RANCH BEEF COMPANY
Employer identification number (EIN):	470873490
NAIC Classification:	311610
NAIC Description:	Animal Slaughtering and Processing