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THE AGREX & CALIFORNIA OILS PENSION PLAN 401k Plan overview

Plan NameTHE AGREX & CALIFORNIA OILS PENSION PLAN
Plan identification number 001

THE AGREX & CALIFORNIA OILS PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

AGREX, INC. has sponsored the creation of one or more 401k plans.

Company Name:AGREX, INC.
Employer identification number (EIN):480803402
NAIC Classification:424500

Additional information about AGREX, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1983-05-27
Company Identification Number: G42146
Legal Registered Office Address: 5970 SW 83 STREET

SOUTH MIAMI

33143

More information about AGREX, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE AGREX & CALIFORNIA OILS PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-04-01
0012021-04-01
0012020-04-01
0012019-04-01
0012018-04-01
0012017-04-01AMY ASHLOCK
0012016-04-01JOE MILKOWSKI
0012015-04-01JOE MILKOWSKI
0012014-04-01JOE MILKOWSKI
0012013-04-01JOE MILKOWSKI
0012012-04-01JOE MILKOWSKI JOE MILKOWSKI2014-01-14
0012011-11-01JOE MILKOWSKI
0012009-11-01JOE MILKOWSKI
0012008-11-01

Plan Statistics for THE AGREX & CALIFORNIA OILS PENSION PLAN

401k plan membership statisitcs for THE AGREX & CALIFORNIA OILS PENSION PLAN

Measure Date Value
2023: THE AGREX & CALIFORNIA OILS PENSION PLAN 2023 401k membership
Market value of plan assets2023-03-3125,476,233
Acturial value of plan assets2023-03-3125,476,233
Funding target for retired participants and beneficiaries receiving payment2023-03-3112,797,263
Number of terminated vested participants2023-03-3190
Fundng target for terminated vested participants2023-03-314,646,177
Active participant vested funding target2023-03-315,239,339
Number of active participants2023-03-3169
Total funding liabilities for active participants2023-03-315,575,317
Total participant count2023-03-31234
Total funding target for all participants2023-03-3123,018,757
Balance at beginning of prior year after applicable adjustments2023-03-310
Prefunding balance at beginning of prior year after applicable adjustments2023-03-310
Carryover balanced portion elected for use to offset prior years funding requirement2023-03-310
Prefunding balanced used to offset prior years funding requirement2023-03-310
Amount remaining of carryover balance2023-03-310
Amount remaining of prefunding balance2023-03-310
Present value of excess contributions2023-03-311,363,295
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2023-03-311,440,321
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2023-03-310
Reductions in caryover balances due to elections or deemed elections2023-03-310
Reductions in prefunding balances due to elections or deemed elections2023-03-310
Balance of carryovers at beginning of current year2023-03-310
Balance of prefunding at beginning of current year2023-03-310
Total employer contributions2023-03-310
Total employee contributions2023-03-310
Contributions allocated toward unpaid minimum require contributions from prior years2023-03-310
Contributions made to avoid restrictions adjusted to valuation date2023-03-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2023-03-310
Unpaid minimum required contributions for all prior years2023-03-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2023-03-310
Remaining amount of unpaid minimum required contributions2023-03-310
Minimum required contributions for current year target normal cost2023-03-310
Net shortfall amortization installment of oustanding balance2023-03-310
Waiver amortization installment2023-03-310
Total funding amount beforereflecting carryover/prefunding balances2023-03-310
Carryover balance elected to use to offset funding requirement2023-03-310
Prefunding balance elected to use to offset funding requirement2023-03-310
Additional cash requirement2023-03-310
Contributions allocatedtoward minimum required contributions for current year2023-03-310
Unpaid minimum required contributions for current year2023-03-310
Unpaid minimum required contributions for all years2023-03-310
2022: THE AGREX & CALIFORNIA OILS PENSION PLAN 2022 401k membership
Total participants, beginning-of-year2022-04-01234
Total number of active participants reported on line 7a of the Form 55002022-04-0165
Number of retired or separated participants receiving benefits2022-04-0171
Number of other retired or separated participants entitled to future benefits2022-04-0184
Total of all active and inactive participants2022-04-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-04-0111
Total participants2022-04-01231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-04-012
Market value of plan assets2022-03-3124,162,766
Acturial value of plan assets2022-03-3124,162,766
Funding target for retired participants and beneficiaries receiving payment2022-03-3110,156,628
Number of terminated vested participants2022-03-3192
Fundng target for terminated vested participants2022-03-315,254,394
Active participant vested funding target2022-03-316,327,062
Number of active participants2022-03-3178
Total funding liabilities for active participants2022-03-316,620,939
Total participant count2022-03-31236
Total funding target for all participants2022-03-3122,031,961
Balance at beginning of prior year after applicable adjustments2022-03-310
Prefunding balance at beginning of prior year after applicable adjustments2022-03-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-03-310
Prefunding balanced used to offset prior years funding requirement2022-03-310
Amount remaining of carryover balance2022-03-310
Amount remaining of prefunding balance2022-03-310
Present value of excess contributions2022-03-312,605
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-03-312,747
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-03-310
Reductions in caryover balances due to elections or deemed elections2022-03-310
Reductions in prefunding balances due to elections or deemed elections2022-03-310
Balance of carryovers at beginning of current year2022-03-310
Balance of prefunding at beginning of current year2022-03-310
Total employer contributions2022-03-311,475,000
Total employee contributions2022-03-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-03-310
Contributions made to avoid restrictions adjusted to valuation date2022-03-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-03-311,363,295
Liquidity shortfalls end of Q12022-03-310
Liquidity shortfalls end of Q22022-03-310
Liquidity shortfalls end of Q32022-03-310
Liquidity shortfalls end of Q42022-03-310
Unpaid minimum required contributions for all prior years2022-03-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-03-310
Remaining amount of unpaid minimum required contributions2022-03-310
Minimum required contributions for current year target normal cost2022-03-310
Net shortfall amortization installment of oustanding balance2022-03-310
Waiver amortization installment2022-03-310
Total funding amount beforereflecting carryover/prefunding balances2022-03-310
Carryover balance elected to use to offset funding requirement2022-03-310
Prefunding balance elected to use to offset funding requirement2022-03-310
Additional cash requirement2022-03-310
Contributions allocatedtoward minimum required contributions for current year2022-03-311,363,295
Unpaid minimum required contributions for current year2022-03-310
Unpaid minimum required contributions for all years2022-03-310
2021: THE AGREX & CALIFORNIA OILS PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-04-01236
Total number of active participants reported on line 7a of the Form 55002021-04-0169
Number of retired or separated participants receiving benefits2021-04-0167
Number of other retired or separated participants entitled to future benefits2021-04-0187
Total of all active and inactive participants2021-04-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-04-0111
Total participants2021-04-01234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-04-010
Market value of plan assets2021-03-3121,582,811
Acturial value of plan assets2021-03-3121,582,811
Funding target for retired participants and beneficiaries receiving payment2021-03-3110,096,570
Number of terminated vested participants2021-03-3183
Fundng target for terminated vested participants2021-03-315,234,362
Active participant vested funding target2021-03-316,629,171
Number of active participants2021-03-3197
Total funding liabilities for active participants2021-03-317,068,262
Total participant count2021-03-31243
Total funding target for all participants2021-03-3122,399,194
Balance at beginning of prior year after applicable adjustments2021-03-310
Prefunding balance at beginning of prior year after applicable adjustments2021-03-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-03-310
Prefunding balanced used to offset prior years funding requirement2021-03-310
Amount remaining of carryover balance2021-03-310
Amount remaining of prefunding balance2021-03-310
Present value of excess contributions2021-03-312,706,417
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-03-312,858,788
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-03-310
Reductions in caryover balances due to elections or deemed elections2021-03-310
Reductions in prefunding balances due to elections or deemed elections2021-03-310
Balance of carryovers at beginning of current year2021-03-310
Balance of prefunding at beginning of current year2021-03-310
Total employer contributions2021-03-31147,705
Total employee contributions2021-03-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-03-310
Contributions made to avoid restrictions adjusted to valuation date2021-03-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-03-31143,942
Liquidity shortfalls end of Q12021-03-310
Liquidity shortfalls end of Q22021-03-310
Liquidity shortfalls end of Q32021-03-310
Liquidity shortfalls end of Q42021-03-310
Unpaid minimum required contributions for all prior years2021-03-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-03-310
Remaining amount of unpaid minimum required contributions2021-03-310
Minimum required contributions for current year target normal cost2021-03-310
Net shortfall amortization installment of oustanding balance2021-03-31816,383
Waiver amortization installment2021-03-310
Total funding amount beforereflecting carryover/prefunding balances2021-03-31141,337
Carryover balance elected to use to offset funding requirement2021-03-310
Prefunding balance elected to use to offset funding requirement2021-03-310
Additional cash requirement2021-03-31141,337
Contributions allocatedtoward minimum required contributions for current year2021-03-31143,942
Unpaid minimum required contributions for current year2021-03-310
Unpaid minimum required contributions for all years2021-03-310
2020: THE AGREX & CALIFORNIA OILS PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-04-01243
Total number of active participants reported on line 7a of the Form 55002020-04-0178
Number of retired or separated participants receiving benefits2020-04-0158
Number of other retired or separated participants entitled to future benefits2020-04-0192
Total of all active and inactive participants2020-04-01228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-04-018
Total participants2020-04-01236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-04-015
Market value of plan assets2020-03-3120,469,206
Acturial value of plan assets2020-03-3120,469,206
Funding target for retired participants and beneficiaries receiving payment2020-03-318,673,601
Number of terminated vested participants2020-03-3176
Fundng target for terminated vested participants2020-03-314,703,676
Active participant vested funding target2020-03-317,561,248
Number of active participants2020-03-31121
Total funding liabilities for active participants2020-03-317,561,248
Total participant count2020-03-31257
Total funding target for all participants2020-03-3120,938,525
Balance at beginning of prior year after applicable adjustments2020-03-310
Prefunding balance at beginning of prior year after applicable adjustments2020-03-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-03-310
Prefunding balanced used to offset prior years funding requirement2020-03-310
Amount remaining of carryover balance2020-03-310
Amount remaining of prefunding balance2020-03-310
Present value of excess contributions2020-03-31559,875
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-03-31592,236
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-03-310
Reductions in caryover balances due to elections or deemed elections2020-03-310
Reductions in prefunding balances due to elections or deemed elections2020-03-310
Balance of carryovers at beginning of current year2020-03-310
Balance of prefunding at beginning of current year2020-03-310
Total employer contributions2020-03-313,227,295
Total employee contributions2020-03-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-03-310
Contributions made to avoid restrictions adjusted to valuation date2020-03-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-03-312,949,256
Unpaid minimum required contributions for all prior years2020-03-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-03-310
Remaining amount of unpaid minimum required contributions2020-03-310
Minimum required contributions for current year target normal cost2020-03-31166,580
Net shortfall amortization installment of oustanding balance2020-03-31469,319
Waiver amortization installment2020-03-310
Total funding amount beforereflecting carryover/prefunding balances2020-03-31242,839
Carryover balance elected to use to offset funding requirement2020-03-310
Prefunding balance elected to use to offset funding requirement2020-03-310
Additional cash requirement2020-03-31242,839
Contributions allocatedtoward minimum required contributions for current year2020-03-312,949,256
Unpaid minimum required contributions for current year2020-03-310
Unpaid minimum required contributions for all years2020-03-310
2019: THE AGREX & CALIFORNIA OILS PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-04-01257
Total number of active participants reported on line 7a of the Form 55002019-04-0197
Number of retired or separated participants receiving benefits2019-04-0156
Number of other retired or separated participants entitled to future benefits2019-04-0183
Total of all active and inactive participants2019-04-01236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-04-017
Total participants2019-04-01243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-04-0110
Market value of plan assets2019-03-3120,009,397
Acturial value of plan assets2019-03-3120,009,397
Funding target for retired participants and beneficiaries receiving payment2019-03-316,664,074
Number of terminated vested participants2019-03-3173
Fundng target for terminated vested participants2019-03-314,591,016
Active participant vested funding target2019-03-317,629,846
Number of active participants2019-03-31121
Total funding liabilities for active participants2019-03-317,894,618
Total participant count2019-03-31249
Total funding target for all participants2019-03-3119,149,708
Balance at beginning of prior year after applicable adjustments2019-03-311,806,388
Amount remaining of carryover balance2019-03-311,806,388
Amount remaining of prefunding balance2019-03-310
Present value of excess contributions2019-03-31173,071
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-03-31183,403
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-03-310
Reductions in caryover balances due to elections or deemed elections2019-03-311,821,200
Reductions in prefunding balances due to elections or deemed elections2019-03-310
Balance of carryovers at beginning of current year2019-03-310
Balance of prefunding at beginning of current year2019-03-310
Total employer contributions2019-03-31615,000
Total employee contributions2019-03-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-03-310
Contributions made to avoid restrictions adjusted to valuation date2019-03-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-03-31559,875
Unpaid minimum required contributions for all prior years2019-03-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-03-310
Remaining amount of unpaid minimum required contributions2019-03-310
Minimum required contributions for current year target normal cost2019-03-31593,637
Net shortfall amortization installment of oustanding balance2019-03-310
Waiver amortization installment2019-03-310
Total funding amount beforereflecting carryover/prefunding balances2019-03-310
Carryover balance elected to use to offset funding requirement2019-03-310
Prefunding balance elected to use to offset funding requirement2019-03-310
Additional cash requirement2019-03-310
Contributions allocatedtoward minimum required contributions for current year2019-03-31559,875
Unpaid minimum required contributions for current year2019-03-310
Unpaid minimum required contributions for all years2019-03-310
2018: THE AGREX & CALIFORNIA OILS PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-04-01249
Total number of active participants reported on line 7a of the Form 55002018-04-01121
Number of retired or separated participants receiving benefits2018-04-0153
Number of other retired or separated participants entitled to future benefits2018-04-0176
Total of all active and inactive participants2018-04-01250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-04-017
Total participants2018-04-01257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-04-017
Market value of plan assets2018-03-3119,835,137
Acturial value of plan assets2018-03-3119,835,137
Funding target for retired participants and beneficiaries receiving payment2018-03-316,386,715
Number of terminated vested participants2018-03-3168
Fundng target for terminated vested participants2018-03-313,573,287
Active participant vested funding target2018-03-317,539,129
Number of active participants2018-03-31131
Total funding liabilities for active participants2018-03-317,843,239
Total participant count2018-03-31251
Total funding target for all participants2018-03-3117,803,241
Balance at beginning of prior year after applicable adjustments2018-03-313,529,666
Amount remaining of carryover balance2018-03-313,529,666
Present value of excess contributions2018-03-31590,509
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-03-31626,707
Reductions in caryover balances due to elections or deemed elections2018-03-311,830,933
Reductions in prefunding balances due to elections or deemed elections2018-03-310
Balance of carryovers at beginning of current year2018-03-311,806,388
Total employer contributions2018-03-31653,628
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-03-31601,188
Unpaid minimum required contributions for all prior years2018-03-310
Remaining amount of unpaid minimum required contributions2018-03-310
Minimum required contributions for current year target normal cost2018-03-31653,625
Total funding amount beforereflecting carryover/prefunding balances2018-03-31428,117
Additional cash requirement2018-03-31428,117
Contributions allocatedtoward minimum required contributions for current year2018-03-31601,188
Unpaid minimum required contributions for current year2018-03-310
Unpaid minimum required contributions for all years2018-03-310
2017: THE AGREX & CALIFORNIA OILS PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-04-01251
Total number of active participants reported on line 7a of the Form 55002017-04-01121
Number of retired or separated participants receiving benefits2017-04-0148
Number of other retired or separated participants entitled to future benefits2017-04-0173
Total of all active and inactive participants2017-04-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-04-017
Total participants2017-04-01249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-04-0115
Market value of plan assets2017-03-3132,213,161
Acturial value of plan assets2017-03-3132,213,161
Funding target for retired participants and beneficiaries receiving payment2017-03-3111,041,935
Number of terminated vested participants2017-03-31101
Fundng target for terminated vested participants2017-03-315,510,708
Active participant vested funding target2017-03-3110,618,191
Number of active participants2017-03-31171
Total funding liabilities for active participants2017-03-3110,820,818
Total participant count2017-03-31361
Total funding target for all participants2017-03-3127,373,461
Balance at beginning of prior year after applicable adjustments2017-03-313,494,719
Amount remaining of carryover balance2017-03-313,494,719
Reductions in prefunding balances due to elections or deemed elections2017-03-310
Balance of carryovers at beginning of current year2017-03-313,529,666
Total employer contributions2017-03-31653,625
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-03-31590,509
Unpaid minimum required contributions for all prior years2017-03-310
Remaining amount of unpaid minimum required contributions2017-03-310
Minimum required contributions for current year target normal cost2017-03-31955,398
Contributions allocatedtoward minimum required contributions for current year2017-03-31590,509
Unpaid minimum required contributions for current year2017-03-310
Unpaid minimum required contributions for all years2017-03-310
2016: THE AGREX & CALIFORNIA OILS PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-04-01361
Total number of active participants reported on line 7a of the Form 55002016-04-01131
Number of retired or separated participants receiving benefits2016-04-0146
Number of other retired or separated participants entitled to future benefits2016-04-0168
Total of all active and inactive participants2016-04-01245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-04-016
Total participants2016-04-01251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-04-017
2015: THE AGREX & CALIFORNIA OILS PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-04-01372
Total number of active participants reported on line 7a of the Form 55002015-04-01171
Number of retired or separated participants receiving benefits2015-04-0177
Number of other retired or separated participants entitled to future benefits2015-04-01101
Total of all active and inactive participants2015-04-01349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-04-0112
Total participants2015-04-01361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-04-0112
2014: THE AGREX & CALIFORNIA OILS PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-04-01343
Total number of active participants reported on line 7a of the Form 55002014-04-01194
Number of retired or separated participants receiving benefits2014-04-0170
Number of other retired or separated participants entitled to future benefits2014-04-0196
Total of all active and inactive participants2014-04-01360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-04-0112
Total participants2014-04-01372
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-04-0110
2013: THE AGREX & CALIFORNIA OILS PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-04-01340
Total number of active participants reported on line 7a of the Form 55002013-04-01175
Number of retired or separated participants receiving benefits2013-04-0166
Number of other retired or separated participants entitled to future benefits2013-04-0191
Total of all active and inactive participants2013-04-01332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-04-0111
Total participants2013-04-01343
2012: THE AGREX & CALIFORNIA OILS PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-04-01329
Total number of active participants reported on line 7a of the Form 55002012-04-01183
Number of retired or separated participants receiving benefits2012-04-0154
Number of other retired or separated participants entitled to future benefits2012-04-0191
Total of all active and inactive participants2012-04-01328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-04-0112
Total participants2012-04-01340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-04-010
2011: THE AGREX & CALIFORNIA OILS PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-11-01276
Total number of active participants reported on line 7a of the Form 55002011-11-01176
Number of retired or separated participants receiving benefits2011-11-0155
Number of other retired or separated participants entitled to future benefits2011-11-0188
Total of all active and inactive participants2011-11-01319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-11-0110
Total participants2011-11-01329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-11-010
2009: THE AGREX & CALIFORNIA OILS PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-11-01223
Total number of active participants reported on line 7a of the Form 55002009-11-01101
Number of retired or separated participants receiving benefits2009-11-0139
Number of other retired or separated participants entitled to future benefits2009-11-0183
Total of all active and inactive participants2009-11-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-11-019
Total participants2009-11-01232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-11-010

Financial Data on THE AGREX & CALIFORNIA OILS PENSION PLAN

Measure Date Value
2023 : THE AGREX & CALIFORNIA OILS PENSION PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$0
Total income from all sources (including contributions)2023-03-31$-674,425
Total loss/gain on sale of assets2023-03-31$0
Total of all expenses incurred2023-03-31$1,251,157
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-03-31$1,223,657
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-03-31$0
Value of total assets at end of year2023-03-31$23,585,329
Value of total assets at beginning of year2023-03-31$25,510,911
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-03-31$27,500
Total interest from all sources2023-03-31$154,080
Total dividends received (eg from common stock, registered investment company shares)2023-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-03-31No
Was this plan covered by a fidelity bond2023-03-31Yes
Value of fidelity bond cover2023-03-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2023-03-31No
Other income not declared elsewhere2023-03-31$146,273
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Value of net income/loss2023-03-31$-1,925,582
Value of net assets at end of year (total assets less liabilities)2023-03-31$23,585,329
Value of net assets at beginning of year (total assets less liabilities)2023-03-31$25,510,911
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-03-31No
Were any leases to which the plan was party in default or uncollectible2023-03-31No
Investment advisory and management fees2023-03-31$27,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-03-31$6,711,881
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-03-31$5,398,792
Value of interest in pooled separate accounts at end of year2023-03-31$10,377,507
Value of interest in pooled separate accounts at beginning of year2023-03-31$17,499,039
Interest earned on other investments2023-03-31$154,080
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-03-31$6,495,941
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-03-31$1,138,080
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-03-31$-293,762
Net investment gain/loss from pooled separate accounts2023-03-31$-681,016
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-03-31Yes
Was there a failure to transmit to the plan any participant contributions2023-03-31No
Has the plan failed to provide any benefit when due under the plan2023-03-31No
Employer contributions (assets) at end of year2023-03-31$0
Employer contributions (assets) at beginning of year2023-03-31$1,475,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-03-31$1,223,657
Did the plan have assets held for investment2023-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-03-31No
Opinion of an independent qualified public accountant for this plan2023-03-31Unqualified
Accountancy firm name2023-03-31PICKETT, CHANEY & MCMULLEN LLP
Accountancy firm EIN2023-03-31481246310
2022 : THE AGREX & CALIFORNIA OILS PENSION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$0
Total income from all sources (including contributions)2022-03-31$2,508,696
Total loss/gain on sale of assets2022-03-31$0
Total of all expenses incurred2022-03-31$1,160,551
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-03-31$1,125,778
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-03-31$1,475,000
Value of total assets at end of year2022-03-31$25,510,911
Value of total assets at beginning of year2022-03-31$24,162,766
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-03-31$34,773
Total interest from all sources2022-03-31$90,536
Total dividends received (eg from common stock, registered investment company shares)2022-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-03-31No
Was this plan covered by a fidelity bond2022-03-31Yes
Value of fidelity bond cover2022-03-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-03-31$0
Were there any nonexempt tranactions with any party-in-interest2022-03-31No
Other income not declared elsewhere2022-03-31$845,243
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Value of net income/loss2022-03-31$1,348,145
Value of net assets at end of year (total assets less liabilities)2022-03-31$25,510,911
Value of net assets at beginning of year (total assets less liabilities)2022-03-31$24,162,766
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-03-31No
Were any leases to which the plan was party in default or uncollectible2022-03-31No
Investment advisory and management fees2022-03-31$34,773
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-03-31$5,398,792
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-03-31$5,013,006
Value of interest in pooled separate accounts at end of year2022-03-31$17,499,039
Value of interest in pooled separate accounts at beginning of year2022-03-31$15,974,712
Interest earned on other investments2022-03-31$90,536
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-03-31$1,138,080
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-03-31$3,175,048
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-03-31$567,875
Net investment gain/loss from pooled separate accounts2022-03-31$-469,958
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-03-31Yes
Was there a failure to transmit to the plan any participant contributions2022-03-31No
Has the plan failed to provide any benefit when due under the plan2022-03-31No
Contributions received in cash from employer2022-03-31$1,475,000
Employer contributions (assets) at end of year2022-03-31$1,475,000
Employer contributions (assets) at beginning of year2022-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-03-31$1,125,778
Did the plan have assets held for investment2022-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-03-31No
Opinion of an independent qualified public accountant for this plan2022-03-31Unqualified
Accountancy firm name2022-03-31PICKETT, CHANEY & MCMULLEN LLP
Accountancy firm EIN2022-03-31481246310
2021 : THE AGREX & CALIFORNIA OILS PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$0
Total income from all sources (including contributions)2021-03-31$3,414,036
Total loss/gain on sale of assets2021-03-31$0
Total of all expenses incurred2021-03-31$946,076
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-03-31$904,058
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-03-31$147,705
Value of total assets at end of year2021-03-31$24,162,766
Value of total assets at beginning of year2021-03-31$21,694,806
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-03-31$42,018
Total interest from all sources2021-03-31$616,138
Total dividends received (eg from common stock, registered investment company shares)2021-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-03-31No
Was this plan covered by a fidelity bond2021-03-31Yes
Value of fidelity bond cover2021-03-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-03-31$0
Were there any nonexempt tranactions with any party-in-interest2021-03-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Value of net income/loss2021-03-31$2,467,960
Value of net assets at end of year (total assets less liabilities)2021-03-31$24,162,766
Value of net assets at beginning of year (total assets less liabilities)2021-03-31$21,694,806
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-03-31No
Were any leases to which the plan was party in default or uncollectible2021-03-31No
Investment advisory and management fees2021-03-31$42,018
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-03-31$5,013,006
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-03-31$3,381,644
Value of interest in pooled separate accounts at end of year2021-03-31$15,974,712
Value of interest in pooled separate accounts at beginning of year2021-03-31$14,664,091
Interest earned on other investments2021-03-31$616,138
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-03-31$3,175,048
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-03-31$421,776
Net investment gain/loss from pooled separate accounts2021-03-31$491,666
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-03-31Yes
Was there a failure to transmit to the plan any participant contributions2021-03-31No
Has the plan failed to provide any benefit when due under the plan2021-03-31No
Contributions received in cash from employer2021-03-31$147,705
Employer contributions (assets) at end of year2021-03-31$0
Employer contributions (assets) at beginning of year2021-03-31$3,227,295
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-03-31$904,058
Did the plan have assets held for investment2021-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-03-31No
Opinion of an independent qualified public accountant for this plan2021-03-31Disclaimer
Accountancy firm name2021-03-31PICKETT, CHANEY & MCMULLEN LLP
Accountancy firm EIN2021-03-31481246310
2020 : THE AGREX & CALIFORNIA OILS PENSION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$0
Total income from all sources (including contributions)2020-03-31$2,744,533
Total loss/gain on sale of assets2020-03-31$0
Total of all expenses incurred2020-03-31$871,516
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-03-31$871,516
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-03-31$3,575,658
Value of total assets at end of year2020-03-31$21,694,806
Value of total assets at beginning of year2020-03-31$19,821,789
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-03-31$0
Total interest from all sources2020-03-31$616,248
Total dividends received (eg from common stock, registered investment company shares)2020-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-03-31No
Was this plan covered by a fidelity bond2020-03-31Yes
Value of fidelity bond cover2020-03-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2020-03-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Value of net income/loss2020-03-31$1,873,017
Value of net assets at end of year (total assets less liabilities)2020-03-31$21,694,806
Value of net assets at beginning of year (total assets less liabilities)2020-03-31$19,821,789
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-03-31No
Were any leases to which the plan was party in default or uncollectible2020-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-03-31$3,381,644
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-03-31$0
Value of interest in pooled separate accounts at end of year2020-03-31$14,664,091
Value of interest in pooled separate accounts at beginning of year2020-03-31$0
Interest earned on other investments2020-03-31$616,248
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-03-31$421,776
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-03-31$19,555,152
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-03-31$-605,618
Net investment gain/loss from pooled separate accounts2020-03-31$-841,755
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-03-31Yes
Was there a failure to transmit to the plan any participant contributions2020-03-31No
Has the plan failed to provide any benefit when due under the plan2020-03-31No
Contributions received in cash from employer2020-03-31$3,575,658
Employer contributions (assets) at end of year2020-03-31$3,227,295
Employer contributions (assets) at beginning of year2020-03-31$266,637
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-03-31$871,516
Did the plan have assets held for investment2020-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-03-31Yes
Opinion of an independent qualified public accountant for this plan2020-03-31Disclaimer
Accountancy firm name2020-03-31PICKETT, CHANEY & MCMULLEN LLP
Accountancy firm EIN2020-03-31481246310
2019 : THE AGREX & CALIFORNIA OILS PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$0
Total income from all sources (including contributions)2019-03-31$927,266
Total loss/gain on sale of assets2019-03-31$0
Total of all expenses incurred2019-03-31$766,573
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-03-31$766,573
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-03-31$266,637
Value of total assets at end of year2019-03-31$19,821,789
Value of total assets at beginning of year2019-03-31$19,661,096
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-03-31$0
Total interest from all sources2019-03-31$660,629
Total dividends received (eg from common stock, registered investment company shares)2019-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-03-31No
Was this plan covered by a fidelity bond2019-03-31Yes
Value of fidelity bond cover2019-03-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-03-31$0
Were there any nonexempt tranactions with any party-in-interest2019-03-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Value of net income/loss2019-03-31$160,693
Value of net assets at end of year (total assets less liabilities)2019-03-31$19,821,789
Value of net assets at beginning of year (total assets less liabilities)2019-03-31$19,661,096
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-03-31No
Were any leases to which the plan was party in default or uncollectible2019-03-31No
Interest earned on other investments2019-03-31$660,629
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-03-31$19,555,152
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-03-31$19,007,468
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-03-31Yes
Was there a failure to transmit to the plan any participant contributions2019-03-31No
Has the plan failed to provide any benefit when due under the plan2019-03-31No
Contributions received in cash from employer2019-03-31$266,637
Employer contributions (assets) at end of year2019-03-31$266,637
Employer contributions (assets) at beginning of year2019-03-31$653,628
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-03-31$766,573
Did the plan have assets held for investment2019-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-03-31Yes
Opinion of an independent qualified public accountant for this plan2019-03-31Disclaimer
Accountancy firm name2019-03-31PICKETT, CHANEY & MCMULLEN LLP
Accountancy firm EIN2019-03-31481246310
2018 : THE AGREX & CALIFORNIA OILS PENSION PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-03-31$1,272,904
Total of all expenses incurred2018-03-31$624,586
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-03-31$624,586
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-03-31$653,628
Value of total assets at end of year2018-03-31$19,661,096
Value of total assets at beginning of year2018-03-31$19,012,778
Total interest from all sources2018-03-31$619,276
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-03-31No
Was this plan covered by a fidelity bond2018-03-31Yes
Value of fidelity bond cover2018-03-31$1,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2018-03-310
Minimum employer required contribution for this plan year2018-03-31$0
Amount contributed by the employer to the plan for this plan year2018-03-31$0
Were there any nonexempt tranactions with any party-in-interest2018-03-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Value of net income/loss2018-03-31$648,318
Value of net assets at end of year (total assets less liabilities)2018-03-31$19,661,096
Value of net assets at beginning of year (total assets less liabilities)2018-03-31$19,012,778
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-03-31No
Were any leases to which the plan was party in default or uncollectible2018-03-31No
Interest earned on other investments2018-03-31$619,276
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-03-31$19,007,468
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-03-31$18,359,153
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-03-31Yes
Was there a failure to transmit to the plan any participant contributions2018-03-31No
Has the plan failed to provide any benefit when due under the plan2018-03-31No
Contributions received in cash from employer2018-03-31$653,628
Employer contributions (assets) at end of year2018-03-31$653,628
Employer contributions (assets) at beginning of year2018-03-31$653,625
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-03-31$624,586
Did the plan have assets held for investment2018-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-03-31Yes
Opinion of an independent qualified public accountant for this plan2018-03-31Disclaimer
Accountancy firm name2018-03-31PICKETT, CHANEY & MCMULLEN LLP
Accountancy firm EIN2018-03-31481246310
2017 : THE AGREX & CALIFORNIA OILS PENSION PLAN 2017 401k financial data
Total transfer of assets from this plan2017-03-31$13,227,892
Total income from all sources (including contributions)2017-03-31$1,482,027
Total of all expenses incurred2017-03-31$763,120
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-03-31$763,120
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-03-31$653,625
Value of total assets at end of year2017-03-31$19,012,778
Value of total assets at beginning of year2017-03-31$31,521,763
Total interest from all sources2017-03-31$828,402
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-03-31No
Was this plan covered by a fidelity bond2017-03-31Yes
Value of fidelity bond cover2017-03-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2017-03-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Value of net income/loss2017-03-31$718,907
Value of net assets at end of year (total assets less liabilities)2017-03-31$19,012,778
Value of net assets at beginning of year (total assets less liabilities)2017-03-31$31,521,763
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-03-31No
Were any leases to which the plan was party in default or uncollectible2017-03-31No
Interest earned on other investments2017-03-31$828,402
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-03-31$18,359,153
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-03-31$31,521,763
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-03-31Yes
Was there a failure to transmit to the plan any participant contributions2017-03-31No
Has the plan failed to provide any benefit when due under the plan2017-03-31No
Contributions received in cash from employer2017-03-31$653,625
Employer contributions (assets) at end of year2017-03-31$653,625
Employer contributions (assets) at beginning of year2017-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-03-31$763,120
Did the plan have assets held for investment2017-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-03-31Yes
Opinion of an independent qualified public accountant for this plan2017-03-31Disclaimer
Accountancy firm name2017-03-31PICKETT, CHANEY & MCMULLEN LLP
Accountancy firm EIN2017-03-31481246310
2016 : THE AGREX & CALIFORNIA OILS PENSION PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-03-31$1,088,250
Total of all expenses incurred2016-03-31$962,751
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-03-31$962,751
Value of total assets at end of year2016-03-31$31,521,763
Value of total assets at beginning of year2016-03-31$31,396,264
Total interest from all sources2016-03-31$1,088,250
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-03-31No
Was this plan covered by a fidelity bond2016-03-31Yes
Value of fidelity bond cover2016-03-31$1,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2016-03-310
Minimum employer required contribution for this plan year2016-03-31$0
Amount contributed by the employer to the plan for this plan year2016-03-31$0
Were there any nonexempt tranactions with any party-in-interest2016-03-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Value of net income/loss2016-03-31$125,499
Value of net assets at end of year (total assets less liabilities)2016-03-31$31,521,763
Value of net assets at beginning of year (total assets less liabilities)2016-03-31$31,396,264
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-03-31No
Were any leases to which the plan was party in default or uncollectible2016-03-31No
Interest earned on other investments2016-03-31$1,088,250
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-03-31$31,521,763
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-03-31$31,396,264
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-03-31No
Was there a failure to transmit to the plan any participant contributions2016-03-31No
Has the plan failed to provide any benefit when due under the plan2016-03-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-03-31$962,751
Did the plan have assets held for investment2016-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-03-31Yes
Opinion of an independent qualified public accountant for this plan2016-03-31Disclaimer
Accountancy firm name2016-03-31PICKETT, CHANEY & MCMULLEN LLP
Accountancy firm EIN2016-03-31481246310
2015 : THE AGREX & CALIFORNIA OILS PENSION PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-03-31$1,065,649
Total of all expenses incurred2015-03-31$912,745
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-03-31$912,745
Value of total assets at end of year2015-03-31$31,396,264
Value of total assets at beginning of year2015-03-31$31,243,360
Total interest from all sources2015-03-31$1,065,649
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-03-31No
Was this plan covered by a fidelity bond2015-03-31Yes
Value of fidelity bond cover2015-03-31$1,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2015-03-310
Minimum employer required contribution for this plan year2015-03-31$0
Amount contributed by the employer to the plan for this plan year2015-03-31$0
Were there any nonexempt tranactions with any party-in-interest2015-03-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Value of net income/loss2015-03-31$152,904
Value of net assets at end of year (total assets less liabilities)2015-03-31$31,396,264
Value of net assets at beginning of year (total assets less liabilities)2015-03-31$31,243,360
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-03-31No
Were any leases to which the plan was party in default or uncollectible2015-03-31No
Interest earned on other investments2015-03-31$1,065,649
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-03-31$31,396,264
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-03-31$31,243,360
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-03-31No
Was there a failure to transmit to the plan any participant contributions2015-03-31No
Has the plan failed to provide any benefit when due under the plan2015-03-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-03-31$912,745
Did the plan have assets held for investment2015-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-03-31Yes
Opinion of an independent qualified public accountant for this plan2015-03-31Disclaimer
Accountancy firm name2015-03-31PICKETT, CHANEY & MCMULLEN LLP
Accountancy firm EIN2015-03-31481246310
2014 : THE AGREX & CALIFORNIA OILS PENSION PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-03-31$4,184,572
Total of all expenses incurred2014-03-31$722,941
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-03-31$722,941
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-03-31$3,080,000
Value of total assets at end of year2014-03-31$31,243,360
Value of total assets at beginning of year2014-03-31$27,781,729
Total interest from all sources2014-03-31$1,104,572
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-03-31No
Was this plan covered by a fidelity bond2014-03-31Yes
Value of fidelity bond cover2014-03-31$1,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2014-03-310
Minimum employer required contribution for this plan year2014-03-31$0
Amount contributed by the employer to the plan for this plan year2014-03-31$0
Were there any nonexempt tranactions with any party-in-interest2014-03-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Value of net income/loss2014-03-31$3,461,631
Value of net assets at end of year (total assets less liabilities)2014-03-31$31,243,360
Value of net assets at beginning of year (total assets less liabilities)2014-03-31$27,781,729
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-03-31No
Were any leases to which the plan was party in default or uncollectible2014-03-31No
Interest earned on other investments2014-03-31$1,104,572
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-03-31$31,243,360
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-03-31$26,581,729
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-03-31Yes
Was there a failure to transmit to the plan any participant contributions2014-03-31No
Has the plan failed to provide any benefit when due under the plan2014-03-31No
Contributions received in cash from employer2014-03-31$3,080,000
Employer contributions (assets) at end of year2014-03-31$0
Employer contributions (assets) at beginning of year2014-03-31$1,200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-03-31$722,941
Did the plan have assets held for investment2014-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-03-31Yes
Opinion of an independent qualified public accountant for this plan2014-03-31Disclaimer
Accountancy firm name2014-03-31PICKETT, CHANEY & MCMULLEN LLP
Accountancy firm EIN2014-03-31481246310
2013 : THE AGREX & CALIFORNIA OILS PENSION PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-03-31$2,319,050
Total of all expenses incurred2013-03-31$634,810
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-03-31$634,810
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-03-31$1,200,000
Value of total assets at end of year2013-03-31$27,781,729
Value of total assets at beginning of year2013-03-31$26,097,489
Total interest from all sources2013-03-31$1,119,050
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-03-31No
Was this plan covered by a fidelity bond2013-03-31Yes
Value of fidelity bond cover2013-03-31$1,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2013-03-310
Minimum employer required contribution for this plan year2013-03-31$0
Amount contributed by the employer to the plan for this plan year2013-03-31$0
Were there any nonexempt tranactions with any party-in-interest2013-03-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-03-31$1,289,827
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Value of net income/loss2013-03-31$1,684,240
Value of net assets at end of year (total assets less liabilities)2013-03-31$27,781,729
Value of net assets at beginning of year (total assets less liabilities)2013-03-31$26,097,489
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-03-31No
Were any leases to which the plan was party in default or uncollectible2013-03-31No
Interest earned on other investments2013-03-31$1,119,050
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-03-31$26,581,729
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-03-31$24,807,662
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-03-31Yes
Was there a failure to transmit to the plan any participant contributions2013-03-31No
Has the plan failed to provide any benefit when due under the plan2013-03-31No
Contributions received in cash from employer2013-03-31$1,200,000
Employer contributions (assets) at end of year2013-03-31$1,200,000
Employer contributions (assets) at beginning of year2013-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-03-31$634,810
Did the plan have assets held for investment2013-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-03-31Yes
Opinion of an independent qualified public accountant for this plan2013-03-31Disclaimer
Accountancy firm name2013-03-31PICKETT, CHANEY & MCMULLEN LLP
Accountancy firm EIN2013-03-31481246310
2012 : THE AGREX & CALIFORNIA OILS PENSION PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-03-31$6,710,870
Total of all expenses incurred2012-03-31$224,024
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-03-31$224,024
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-03-31$6,319,000
Value of total assets at end of year2012-03-31$24,807,662
Value of total assets at beginning of year2012-03-31$18,320,816
Total interest from all sources2012-03-31$391,870
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-03-31No
Was this plan covered by a fidelity bond2012-03-31Yes
Value of fidelity bond cover2012-03-31$1,000,000
Minimum employer required contribution for this plan year2012-03-31$0
Amount contributed by the employer to the plan for this plan year2012-03-31$0
Were there any nonexempt tranactions with any party-in-interest2012-03-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Value of net income/loss2012-03-31$6,486,846
Value of net assets at end of year (total assets less liabilities)2012-03-31$24,807,662
Value of net assets at beginning of year (total assets less liabilities)2012-03-31$18,320,816
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-03-31No
Were any leases to which the plan was party in default or uncollectible2012-03-31No
Interest earned on other investments2012-03-31$391,870
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-03-31$24,807,662
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-03-31$18,320,816
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-03-31Yes
Was there a failure to transmit to the plan any participant contributions2012-03-31No
Has the plan failed to provide any benefit when due under the plan2012-03-31No
Contributions received in cash from employer2012-03-31$6,319,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-03-31$224,024
Did the plan have assets held for investment2012-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-03-31No
2011 : THE AGREX & CALIFORNIA OILS PENSION PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-10-31$1,237,752
Total of all expenses incurred2011-10-31$498,248
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-10-31$498,248
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-10-31$300,000
Value of total assets at end of year2011-10-31$18,320,816
Value of total assets at beginning of year2011-10-31$17,581,312
Total interest from all sources2011-10-31$937,752
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-10-31No
Was this plan covered by a fidelity bond2011-10-31Yes
Value of fidelity bond cover2011-10-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2011-10-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-10-31No
Value of net income/loss2011-10-31$739,504
Value of net assets at end of year (total assets less liabilities)2011-10-31$18,320,816
Value of net assets at beginning of year (total assets less liabilities)2011-10-31$17,581,312
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-10-31No
Were any leases to which the plan was party in default or uncollectible2011-10-31No
Interest earned on other investments2011-10-31$937,752
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-10-31$18,320,816
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-10-31$17,581,312
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-10-31No
Was there a failure to transmit to the plan any participant contributions2011-10-31No
Has the plan failed to provide any benefit when due under the plan2011-10-31No
Contributions received in cash from employer2011-10-31$300,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-10-31$498,248
Did the plan have assets held for investment2011-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-10-31Yes
Opinion of an independent qualified public accountant for this plan2011-10-31Disclaimer
Accountancy firm name2011-10-31PICKETT, CHANEY & MCMULLEN LLP
Accountancy firm EIN2011-10-31481246310

Form 5500 Responses for THE AGREX & CALIFORNIA OILS PENSION PLAN

2022: THE AGREX & CALIFORNIA OILS PENSION PLAN 2022 form 5500 responses
2022-04-01Type of plan entitySingle employer plan
2022-04-01Submission has been amendedNo
2022-04-01This submission is the final filingNo
2022-04-01This return/report is a short plan year return/report (less than 12 months)No
2022-04-01Plan is a collectively bargained planNo
2022-04-01Plan funding arrangement – InsuranceYes
2022-04-01Plan benefit arrangement – InsuranceYes
2021: THE AGREX & CALIFORNIA OILS PENSION PLAN 2021 form 5500 responses
2021-04-01Type of plan entitySingle employer plan
2021-04-01Submission has been amendedNo
2021-04-01This submission is the final filingNo
2021-04-01This return/report is a short plan year return/report (less than 12 months)No
2021-04-01Plan is a collectively bargained planNo
2021-04-01Plan funding arrangement – InsuranceYes
2021-04-01Plan benefit arrangement – InsuranceYes
2020: THE AGREX & CALIFORNIA OILS PENSION PLAN 2020 form 5500 responses
2020-04-01Type of plan entitySingle employer plan
2020-04-01Submission has been amendedNo
2020-04-01This submission is the final filingNo
2020-04-01This return/report is a short plan year return/report (less than 12 months)No
2020-04-01Plan is a collectively bargained planNo
2020-04-01Plan funding arrangement – InsuranceYes
2020-04-01Plan benefit arrangement – InsuranceYes
2019: THE AGREX & CALIFORNIA OILS PENSION PLAN 2019 form 5500 responses
2019-04-01Type of plan entitySingle employer plan
2019-04-01Submission has been amendedNo
2019-04-01This submission is the final filingNo
2019-04-01This return/report is a short plan year return/report (less than 12 months)No
2019-04-01Plan is a collectively bargained planNo
2019-04-01Plan funding arrangement – InsuranceYes
2019-04-01Plan benefit arrangement – InsuranceYes
2018: THE AGREX & CALIFORNIA OILS PENSION PLAN 2018 form 5500 responses
2018-04-01Type of plan entitySingle employer plan
2018-04-01Submission has been amendedNo
2018-04-01This submission is the final filingNo
2018-04-01This return/report is a short plan year return/report (less than 12 months)No
2018-04-01Plan is a collectively bargained planNo
2018-04-01Plan funding arrangement – InsuranceYes
2018-04-01Plan benefit arrangement – InsuranceYes
2017: THE AGREX & CALIFORNIA OILS PENSION PLAN 2017 form 5500 responses
2017-04-01Type of plan entitySingle employer plan
2017-04-01Submission has been amendedNo
2017-04-01This submission is the final filingNo
2017-04-01This return/report is a short plan year return/report (less than 12 months)No
2017-04-01Plan is a collectively bargained planNo
2017-04-01Plan funding arrangement – InsuranceYes
2017-04-01Plan benefit arrangement – InsuranceYes
2016: THE AGREX & CALIFORNIA OILS PENSION PLAN 2016 form 5500 responses
2016-04-01Type of plan entitySingle employer plan
2016-04-01Submission has been amendedNo
2016-04-01This submission is the final filingNo
2016-04-01This return/report is a short plan year return/report (less than 12 months)No
2016-04-01Plan is a collectively bargained planNo
2016-04-01Plan funding arrangement – InsuranceYes
2016-04-01Plan benefit arrangement – InsuranceYes
2015: THE AGREX & CALIFORNIA OILS PENSION PLAN 2015 form 5500 responses
2015-04-01Type of plan entitySingle employer plan
2015-04-01Submission has been amendedNo
2015-04-01This submission is the final filingNo
2015-04-01This return/report is a short plan year return/report (less than 12 months)No
2015-04-01Plan is a collectively bargained planNo
2015-04-01Plan funding arrangement – InsuranceYes
2015-04-01Plan benefit arrangement – InsuranceYes
2014: THE AGREX & CALIFORNIA OILS PENSION PLAN 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01Plan funding arrangement – InsuranceYes
2014-04-01Plan benefit arrangement – InsuranceYes
2013: THE AGREX & CALIFORNIA OILS PENSION PLAN 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01Submission has been amendedNo
2013-04-01This submission is the final filingNo
2013-04-01This return/report is a short plan year return/report (less than 12 months)No
2013-04-01Plan is a collectively bargained planNo
2013-04-01Plan funding arrangement – InsuranceYes
2013-04-01Plan benefit arrangement – InsuranceYes
2012: THE AGREX & CALIFORNIA OILS PENSION PLAN 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01Plan funding arrangement – InsuranceYes
2012-04-01Plan benefit arrangement – InsuranceYes
2011: THE AGREX & CALIFORNIA OILS PENSION PLAN 2011 form 5500 responses
2011-11-01Type of plan entitySingle employer plan
2011-11-01This return/report is a short plan year return/report (less than 12 months)Yes
2011-11-01Plan funding arrangement – InsuranceYes
2011-11-01Plan benefit arrangement – InsuranceYes
2009: THE AGREX & CALIFORNIA OILS PENSION PLAN 2009 form 5500 responses
2009-11-01Type of plan entitySingle employer plan
2009-11-01Plan funding arrangement – InsuranceYes
2009-11-01Plan benefit arrangement – InsuranceYes
2008: THE AGREX & CALIFORNIA OILS PENSION PLAN 2008 form 5500 responses
2008-11-01Type of plan entitySingle employer plan
2008-11-01Submission has been amendedNo
2008-11-01This submission is the final filingNo
2008-11-01This return/report is a short plan year return/report (less than 12 months)No
2008-11-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number015162
Policy instance 1
Insurance contract or identification number015162
Number of Individuals Covered231
Insurance policy start date2022-04-01
Insurance policy end date2023-03-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number015162
Policy instance 1
Insurance contract or identification number015162
Number of Individuals Covered234
Insurance policy start date2021-04-01
Insurance policy end date2022-03-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number015162
Policy instance 1
Insurance contract or identification number015162
Number of Individuals Covered236
Insurance policy start date2020-04-01
Insurance policy end date2021-03-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number015162
Policy instance 1
Insurance contract or identification number015162
Number of Individuals Covered243
Insurance policy start date2019-04-01
Insurance policy end date2020-03-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number015162
Policy instance 1
Insurance contract or identification number015162
Number of Individuals Covered257
Insurance policy start date2018-04-01
Insurance policy end date2019-03-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number015162
Policy instance 1
Insurance contract or identification number015162
Number of Individuals Covered249
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number015162
Policy instance 1
Insurance contract or identification number015162
Number of Individuals Covered361
Insurance policy start date2015-04-01
Insurance policy end date2016-03-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number015162
Policy instance 1
Insurance contract or identification number015162
Number of Individuals Covered372
Insurance policy start date2014-04-01
Insurance policy end date2015-03-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number015162
Policy instance 1
Insurance contract or identification number015162
Insurance policy start date2013-04-01
Insurance policy end date2014-03-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number015162
Policy instance 1
Insurance contract or identification number015162
Insurance policy start date2012-04-01
Insurance policy end date2013-03-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number015162
Policy instance 1
Insurance contract or identification number015162
Insurance policy start date2011-11-01
Insurance policy end date2012-03-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number015162
Policy instance 1
Insurance contract or identification number015162
Number of Individuals Covered277
Insurance policy start date2010-11-01
Insurance policy end date2011-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGUARANTEED GENERAL ACCOUNT

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