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JOHNSON OIL CO. 401(K) PLAN 401k Plan overview

Plan NameJOHNSON OIL CO. 401(K) PLAN
Plan identification number 001

JOHNSON OIL CO. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CAREY JOHNSON OIL CO., INC. has sponsored the creation of one or more 401k plans.

Company Name:CAREY JOHNSON OIL CO., INC.
Employer identification number (EIN):730777706
NAIC Classification:447100
NAIC Description: Gasoline Stations, Gas

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHNSON OIL CO. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01
0012017-01-01TWYLA MCDONALD
0012017-01-01
0012016-01-01TWYLA MCDONALD
0012015-01-01TWYLA MCDONALD
0012014-01-01TWYLA MCDONALD
0012013-01-01TWYLA MCDONALD
0012012-01-01TWYLA MCDONALD
0012011-01-01TWYLA MCDONALD2012-08-06
0012010-01-01TWYLA MCDONALD2011-09-28

Plan Statistics for JOHNSON OIL CO. 401(K) PLAN

401k plan membership statisitcs for JOHNSON OIL CO. 401(K) PLAN

Measure Date Value
2019: JOHNSON OIL CO. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01286
Total number of active participants reported on line 7a of the Form 55002019-01-01162
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0145
Total of all active and inactive participants2019-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01207
Number of participants with account balances2019-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0113
2018: JOHNSON OIL CO. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01281
Total number of active participants reported on line 7a of the Form 55002018-01-01176
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0133
Total of all active and inactive participants2018-01-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01209
Number of participants with account balances2018-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-019
2017: JOHNSON OIL CO. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01280
Total number of active participants reported on line 7a of the Form 55002017-01-0191
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0129
Total of all active and inactive participants2017-01-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01120
Number of participants with account balances2017-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0132
2016: JOHNSON OIL CO. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01309
Total number of active participants reported on line 7a of the Form 55002016-01-01196
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01196
Number of participants with account balances2016-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-019
2015: JOHNSON OIL CO. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01172
Total number of active participants reported on line 7a of the Form 55002015-01-01117
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01117
Number of participants with account balances2015-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: JOHNSON OIL CO. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01192
Total number of active participants reported on line 7a of the Form 55002014-01-01185
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-019
Total of all active and inactive participants2014-01-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01194
Number of participants with account balances2014-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0126
2013: JOHNSON OIL CO. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01189
Total number of active participants reported on line 7a of the Form 55002013-01-01121
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0110
Total of all active and inactive participants2013-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01131
Number of participants with account balances2013-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0121
2012: JOHNSON OIL CO. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01175
Total number of active participants reported on line 7a of the Form 55002012-01-01140
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-018
Total of all active and inactive participants2012-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01148
Number of participants with account balances2012-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0121

Financial Data on JOHNSON OIL CO. 401(K) PLAN

Measure Date Value
2019 : JOHNSON OIL CO. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,131,548
Total income from all sources (including contributions)2019-12-31$1,131,548
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$229,123
Total of all expenses incurred2019-12-31$229,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$197,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$197,914
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$366,695
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$366,695
Value of total assets at end of year2019-12-31$4,816,238
Value of total assets at end of year2019-12-31$4,816,238
Value of total assets at beginning of year2019-12-31$3,913,813
Value of total assets at beginning of year2019-12-31$3,913,813
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$31,209
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$31,209
Total interest from all sources2019-12-31$12,819
Total interest from all sources2019-12-31$12,819
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$146,950
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$146,950
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$146,950
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$146,950
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$250,083
Contributions received from participants2019-12-31$250,083
Participant contributions at end of year2019-12-31$207,980
Participant contributions at end of year2019-12-31$207,980
Participant contributions at beginning of year2019-12-31$226,424
Participant contributions at beginning of year2019-12-31$226,424
Total non interest bearing cash at end of year2019-12-31$7,830
Total non interest bearing cash at end of year2019-12-31$7,830
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$902,425
Value of net income/loss2019-12-31$902,425
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,816,238
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,816,238
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,913,813
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,913,813
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,882,737
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,882,737
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,028,113
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,028,113
Interest on participant loans2019-12-31$12,819
Interest on participant loans2019-12-31$12,819
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$717,691
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$717,691
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$659,276
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$659,276
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$605,084
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$605,084
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$116,612
Contributions received in cash from employer2019-12-31$116,612
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$197,914
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$197,914
Contract administrator fees2019-12-31$31,209
Contract administrator fees2019-12-31$31,209
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31EIDE BAILLY, LLC
Accountancy firm name2019-12-31EIDE BAILLY, LLC
Accountancy firm EIN2019-12-31450250958
Accountancy firm EIN2019-12-31450250958
2018 : JOHNSON OIL CO. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$167,533
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$900,357
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$873,624
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$346,343
Value of total assets at end of year2018-12-31$3,913,813
Value of total assets at beginning of year2018-12-31$4,646,637
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$26,733
Total interest from all sources2018-12-31$12,539
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$162,210
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$162,210
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$219,297
Participant contributions at end of year2018-12-31$226,424
Participant contributions at beginning of year2018-12-31$249,163
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$11,956
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-732,824
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,913,813
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,646,637
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$26,733
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,028,113
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,082,276
Interest on participant loans2018-12-31$12,539
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$659,276
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,315,198
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-353,559
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$115,090
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$873,624
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31TURNBULL & BRIM, LLP
Accountancy firm EIN2018-12-31822342025
2017 : JOHNSON OIL CO. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,087,931
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$544,417
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$519,333
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$506,968
Value of total assets at end of year2017-12-31$4,646,637
Value of total assets at beginning of year2017-12-31$4,103,123
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$25,084
Total interest from all sources2017-12-31$11,593
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$130,801
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$130,801
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$346,300
Participant contributions at end of year2017-12-31$249,163
Participant contributions at beginning of year2017-12-31$265,076
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$45,383
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$543,514
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,646,637
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,103,123
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,397,474
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,838,047
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$11,593
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$438,569
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$115,285
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$519,333
Contract administrator fees2017-12-31$25,084
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31STANFIELD & BRIM
Accountancy firm EIN2017-12-31200243592
2016 : JOHNSON OIL CO. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$548,597
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$91,524
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$81,491
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$370,620
Value of total assets at end of year2016-12-31$4,103,123
Value of total assets at beginning of year2016-12-31$3,646,050
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$10,033
Total interest from all sources2016-12-31$13,591
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$96,313
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$96,313
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$256,752
Participant contributions at end of year2016-12-31$265,076
Participant contributions at beginning of year2016-12-31$292,674
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$457,073
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,103,123
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,646,050
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,838,047
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,353,376
Value of interest in pooled separate accounts at end of year2016-12-31$0
Interest on participant loans2016-12-31$13,591
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$68,073
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$113,868
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$81,491
Contract administrator fees2016-12-31$10,033
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31STANFIELD & BRIM
Accountancy firm EIN2016-12-31200243592
2015 : JOHNSON OIL CO. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$347,593
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$193,811
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$180,541
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$333,689
Value of total assets at end of year2015-12-31$3,646,050
Value of total assets at beginning of year2015-12-31$3,492,268
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$13,270
Total interest from all sources2015-12-31$14,608
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$12,605
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$12,605
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$237,274
Participant contributions at end of year2015-12-31$292,674
Participant contributions at beginning of year2015-12-31$264,623
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$153,782
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,646,050
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,492,268
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$13,270
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,058,020
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,949,582
Value of interest in pooled separate accounts at end of year2015-12-31$1,295,356
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,278,063
Interest on participant loans2015-12-31$14,608
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-13,309
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$96,415
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$180,541
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31STANFIELD & BRIM
Accountancy firm EIN2015-12-31200243592
2014 : JOHNSON OIL CO. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$519,473
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$114,610
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$96,748
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$305,451
Value of total assets at end of year2014-12-31$3,492,268
Value of total assets at beginning of year2014-12-31$3,087,405
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$17,862
Total interest from all sources2014-12-31$13,096
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$9,672
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$9,672
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$218,065
Participant contributions at end of year2014-12-31$264,623
Participant contributions at beginning of year2014-12-31$243,630
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$404,863
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,492,268
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,087,405
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$12,362
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,949,582
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,473,488
Value of interest in pooled separate accounts at end of year2014-12-31$1,278,063
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,370,287
Interest on participant loans2014-12-31$13,096
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$94,042
Net investment gain/loss from pooled separate accounts2014-12-31$97,212
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$87,386
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$96,748
Contract administrator fees2014-12-31$5,500
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31STANFIELD & BRIM
Accountancy firm EIN2014-12-31200243592
2013 : JOHNSON OIL CO. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$840,566
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$147,840
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$133,471
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$310,747
Value of total assets at end of year2013-12-31$3,087,405
Value of total assets at beginning of year2013-12-31$2,394,679
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$14,369
Total interest from all sources2013-12-31$10,281
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$7,956
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$7,956
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$216,501
Participant contributions at end of year2013-12-31$243,630
Participant contributions at beginning of year2013-12-31$180,926
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$4,141
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$692,726
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,087,405
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,394,679
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$10,323
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,473,488
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,208,624
Value of interest in pooled separate accounts at end of year2013-12-31$1,370,287
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,005,129
Interest on participant loans2013-12-31$10,281
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$310,073
Net investment gain/loss from pooled separate accounts2013-12-31$201,509
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$90,105
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$133,471
Contract administrator fees2013-12-31$4,046
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31STANFIELD & BRIM
Accountancy firm EIN2013-12-31200243592
2012 : JOHNSON OIL CO. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$576,017
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$336,611
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$319,445
Expenses. Certain deemed distributions of participant loans2012-12-31$8,240
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$321,399
Value of total assets at end of year2012-12-31$2,394,679
Value of total assets at beginning of year2012-12-31$2,155,273
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$8,926
Total interest from all sources2012-12-31$8,927
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$11,291
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$11,291
Administrative expenses professional fees incurred2012-12-31$6,582
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$210,106
Participant contributions at end of year2012-12-31$180,926
Participant contributions at beginning of year2012-12-31$159,084
Participant contributions at beginning of year2012-12-31$8,450
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$21,001
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$239,406
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,394,679
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,155,273
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,208,624
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,125,715
Value of interest in pooled separate accounts at end of year2012-12-31$1,005,129
Value of interest in pooled separate accounts at beginning of year2012-12-31$858,841
Interest on participant loans2012-12-31$8,927
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$234,400
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$90,292
Employer contributions (assets) at beginning of year2012-12-31$3,183
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$319,445
Contract administrator fees2012-12-31$2,344
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31STANFIELD & BRIM
Accountancy firm EIN2012-12-31200243592

Form 5500 Responses for JOHNSON OIL CO. 401(K) PLAN

2019: JOHNSON OIL CO. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: JOHNSON OIL CO. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JOHNSON OIL CO. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JOHNSON OIL CO. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JOHNSON OIL CO. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JOHNSON OIL CO. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JOHNSON OIL CO. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JOHNSON OIL CO. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number375358.01
Policy instance 1
Insurance contract or identification number375358.01
Number of Individuals Covered34
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number375358.01
Policy instance 1
Insurance contract or identification number375358.01
Number of Individuals Covered29
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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 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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number375358.01
Policy instance 1
Insurance contract or identification number375358.01
Number of Individuals Covered28
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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 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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number7-06158
Policy instance 1
Insurance contract or identification number7-06158
Number of Individuals Covered364
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,288
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
Amount paid for insurance broker fees1288
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameEMPLOYEE BENEFITS GROUP, LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number7-06158
Policy instance 1
Insurance contract or identification number7-06158
Number of Individuals Covered194
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,257
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
Amount paid for insurance broker fees1257
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameCONSOLIDATED BENEFITS RESOURCES,LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number7-06158
Policy instance 1
Insurance contract or identification number7-06158
Number of Individuals Covered131
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,458
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
Amount paid for insurance broker fees2458
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameCONSOLIDATED BENEFITS RESOURCES,LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number7-06158
Policy instance 1
Insurance contract or identification number7-06158
Number of Individuals Covered135
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,005
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees2005
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameCONSOLIDATED BENEFITS RESOURCES,LLC

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