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CITATION OIL & GAS CORP RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameCITATION OIL & GAS CORP RETIREMENT SAVINGS PLAN
Plan identification number 001

CITATION OIL & GAS CORP RETIREMENT SAVINGS 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CITATION OIL & GAS CORP has sponsored the creation of one or more 401k plans.

Company Name:CITATION OIL & GAS CORP
Employer identification number (EIN):742163444
NAIC Classification:211120
NAIC Description:Crude Petroleum Extraction

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CITATION OIL & GAS CORP RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01THOMAS PATRICK THOMAS PATRICK2018-07-26
0012016-01-01THOMAS PATRICK THOMAS PATRICK2017-07-11
0012015-01-01THOMAS PATRICK THOMAS PATRICK2016-08-30
0012014-01-01THOMAS PATRICK THOMAS PATRICK2015-08-24
0012013-01-01CHRISTOPHER A. PHELPS CHRISTOPHER A. PHELPS2014-10-09
0012012-01-01CHRISTOPHER A. PHELPS CHRISTOPHER A. PHELPS2013-10-15
0012011-01-01CHRISTOPHER A. PHELPS
0012010-01-01CHRISTOPHER A. PHELPS, SR VP CFO CHRISTOPHER A. PHELPS, SR VP CFO2011-09-15
0012009-01-01CHRISTOPHER A. PHELPS, SR VP CFO CHRISTOPHER A. PHELPS, SR VP CFO2010-09-15

Plan Statistics for CITATION OIL & GAS CORP RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for CITATION OIL & GAS CORP RETIREMENT SAVINGS PLAN

Measure Date Value
2022: CITATION OIL & GAS CORP RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01538
Total number of active participants reported on line 7a of the Form 55002022-01-01481
Number of retired or separated participants receiving benefits2022-01-017
Number of other retired or separated participants entitled to future benefits2022-01-01114
Total of all active and inactive participants2022-01-01602
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01602
Number of participants with account balances2022-01-01573
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0138
2021: CITATION OIL & GAS CORP RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01524
Total number of active participants reported on line 7a of the Form 55002021-01-01428
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-01108
Total of all active and inactive participants2021-01-01538
Total participants2021-01-01538
Number of participants with account balances2021-01-01538
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-018
2020: CITATION OIL & GAS CORP RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01551
Total number of active participants reported on line 7a of the Form 55002020-01-01407
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-01114
Total of all active and inactive participants2020-01-01524
Total participants2020-01-01524
Number of participants with account balances2020-01-01524
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0111
2019: CITATION OIL & GAS CORP RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01547
Total number of active participants reported on line 7a of the Form 55002019-01-01460
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-0188
Total of all active and inactive participants2019-01-01551
Total participants2019-01-01551
Number of participants with account balances2019-01-01551
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: CITATION OIL & GAS CORP RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01532
Total number of active participants reported on line 7a of the Form 55002018-01-01443
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-01101
Total of all active and inactive participants2018-01-01547
Total participants2018-01-01547
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0114
2017: CITATION OIL & GAS CORP RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01590
Total number of active participants reported on line 7a of the Form 55002017-01-01424
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-01105
Total of all active and inactive participants2017-01-01532
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01532
Number of participants with account balances2017-01-01532
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0113
2016: CITATION OIL & GAS CORP RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01630
Total number of active participants reported on line 7a of the Form 55002016-01-01488
Number of retired or separated participants receiving benefits2016-01-014
Number of other retired or separated participants entitled to future benefits2016-01-0198
Total of all active and inactive participants2016-01-01590
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01590
Number of participants with account balances2016-01-01528
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0116
2015: CITATION OIL & GAS CORP RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01624
Total number of active participants reported on line 7a of the Form 55002015-01-01549
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0179
Total of all active and inactive participants2015-01-01630
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01630
Number of participants with account balances2015-01-01548
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0116
2014: CITATION OIL & GAS CORP RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01604
Total number of active participants reported on line 7a of the Form 55002014-01-01555
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0168
Total of all active and inactive participants2014-01-01624
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01624
Number of participants with account balances2014-01-01524
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0114
2013: CITATION OIL & GAS CORP RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01576
Total number of active participants reported on line 7a of the Form 55002013-01-01548
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0155
Total of all active and inactive participants2013-01-01604
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01604
Number of participants with account balances2013-01-01490
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0111
2012: CITATION OIL & GAS CORP RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01537
Total number of active participants reported on line 7a of the Form 55002012-01-01522
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0153
Total of all active and inactive participants2012-01-01576
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01576
Number of participants with account balances2012-01-01429
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0118
2011: CITATION OIL & GAS CORP RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01526
Total number of active participants reported on line 7a of the Form 55002011-01-01491
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0146
Total of all active and inactive participants2011-01-01537
Total participants2011-01-01537
Number of participants with account balances2011-01-01414
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0121
2010: CITATION OIL & GAS CORP RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01445
Total number of active participants reported on line 7a of the Form 55002010-01-01485
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0141
Total of all active and inactive participants2010-01-01526
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01526
Number of participants with account balances2010-01-01420
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0119
2009: CITATION OIL & GAS CORP RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01433
Total number of active participants reported on line 7a of the Form 55002009-01-01406
Number of other retired or separated participants entitled to future benefits2009-01-0139
Total of all active and inactive participants2009-01-01445
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01445
Number of participants with account balances2009-01-01380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0122

Financial Data on CITATION OIL & GAS CORP RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : CITATION OIL & GAS CORP RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-5,101,406
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$11,769,644
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$11,562,935
Expenses. Certain deemed distributions of participant loans2022-12-31$40,588
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,499,436
Value of total assets at end of year2022-12-31$77,844,768
Value of total assets at beginning of year2022-12-31$94,715,818
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$166,121
Total interest from all sources2022-12-31$291,647
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,363,555
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$3,363,555
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,594,450
Participant contributions at end of year2022-12-31$683,866
Participant contributions at beginning of year2022-12-31$687,149
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$560,042
Administrative expenses (other) incurred2022-12-31$135,669
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-16,871,050
Value of net assets at end of year (total assets less liabilities)2022-12-31$77,844,768
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$94,715,818
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$5,046
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$65,761,971
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$47,272,671
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$24,052,381
Interest on participant loans2022-12-31$33,810
Interest earned on other investments2022-12-31$257,837
Value of interest in common/collective trusts at end of year2022-12-31$11,398,931
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$22,703,617
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-15,288,879
Net investment gain/loss from pooled separate accounts2022-12-31$32,835
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,344,944
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$11,562,935
Contract administrator fees2022-12-31$25,406
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MELTON & MELTON, LLP
Accountancy firm EIN2022-12-31741550819
2021 : CITATION OIL & GAS CORP RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$13,729,506
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,192,971
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,967,775
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,252,927
Value of total assets at end of year2021-12-31$94,715,818
Value of total assets at beginning of year2021-12-31$85,179,283
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$225,196
Total interest from all sources2021-12-31$416,173
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,133,793
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,133,793
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,240,500
Participant contributions at end of year2021-12-31$687,149
Participant contributions at beginning of year2021-12-31$810,199
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$139,421
Administrative expenses (other) incurred2021-12-31$225,196
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$9,536,535
Value of net assets at end of year (total assets less liabilities)2021-12-31$94,715,818
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$85,179,283
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$47,272,671
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$41,434,828
Value of interest in pooled separate accounts at end of year2021-12-31$24,052,381
Value of interest in pooled separate accounts at beginning of year2021-12-31$20,367,672
Interest on participant loans2021-12-31$39,063
Interest earned on other investments2021-12-31$377,110
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$22,703,617
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$22,566,584
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,252,488
Net investment gain/loss from pooled separate accounts2021-12-31$4,674,125
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,873,006
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,967,775
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MELTON & MELTON, LLP
Accountancy firm EIN2021-12-31741550819
2020 : CITATION OIL & GAS CORP RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$14,865,102
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$12,127,406
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$11,931,121
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,326,968
Value of total assets at end of year2020-12-31$85,179,283
Value of total assets at beginning of year2020-12-31$82,441,587
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$196,285
Total interest from all sources2020-12-31$460,617
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$679,375
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$679,375
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,932,623
Participant contributions at end of year2020-12-31$810,199
Participant contributions at beginning of year2020-12-31$988,126
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$643,176
Administrative expenses (other) incurred2020-12-31$196,285
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,737,696
Value of net assets at end of year (total assets less liabilities)2020-12-31$85,179,283
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$82,441,587
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$41,434,828
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$41,639,778
Value of interest in pooled separate accounts at end of year2020-12-31$20,367,672
Value of interest in pooled separate accounts at beginning of year2020-12-31$20,572,838
Interest on participant loans2020-12-31$50,511
Interest earned on other investments2020-12-31$410,106
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$22,566,584
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$19,240,845
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,526,422
Net investment gain/loss from pooled separate accounts2020-12-31$4,871,720
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$751,169
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$11,931,121
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MELTON & MELTON, LLP
Accountancy firm EIN2020-12-31741550819
2019 : CITATION OIL & GAS CORP RETIREMENT SAVINGS PLAN 2019 401k financial data
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 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$19,414,214
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$5,205,236
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,997,215
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,203,526
Value of total assets at end of year2019-12-31$82,441,587
Value of total assets at beginning of year2019-12-31$68,232,609
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$208,021
Total interest from all sources2019-12-31$451,260
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,004,380
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$1,004,380
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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
Contributions received from participants2019-12-31$3,414,765
Participant contributions at end of year2019-12-31$988,126
Participant contributions at beginning of year2019-12-31$946,662
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$598,935
Administrative expenses (other) incurred2019-12-31$208,021
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$14,208,978
Value of net assets at end of year (total assets less liabilities)2019-12-31$82,441,587
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$68,232,609
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 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$41,639,778
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$50,280,400
Value of interest in pooled separate accounts at end of year2019-12-31$20,572,838
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$57,466
Interest earned on other investments2019-12-31$393,794
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$19,240,845
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$17,005,547
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$11,073,142
Net investment gain/loss from pooled separate accounts2019-12-31$681,906
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,189,826
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,997,215
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MELTON & MELTON, LLP
Accountancy firm EIN2019-12-31741550819
2018 : CITATION OIL & GAS CORP RETIREMENT SAVINGS 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$2,310,613
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$7,795,351
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$7,645,328
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,498,745
Value of total assets at end of year2018-12-31$68,232,609
Value of total assets at beginning of year2018-12-31$73,717,347
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$150,023
Total interest from all sources2018-12-31$395,647
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,018,607
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$1,018,607
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$3,183,729
Participant contributions at end of year2018-12-31$946,662
Participant contributions at beginning of year2018-12-31$896,446
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$231,885
Other income not declared elsewhere2018-12-31$47,604
Administrative expenses (other) incurred2018-12-31$150,023
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-5,484,738
Value of net assets at end of year (total assets less liabilities)2018-12-31$68,232,609
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$73,717,347
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$50,280,400
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$56,350,606
Interest on participant loans2018-12-31$47,968
Interest earned on other investments2018-12-31$347,679
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$17,005,547
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$16,470,295
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,649,990
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$2,083,131
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$7,645,328
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 name2018-12-31MELTON & MELTON, LLP
Accountancy firm EIN2018-12-31741550819
2017 : CITATION OIL & GAS CORP RETIREMENT SAVINGS 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$15,126,823
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,001,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,987,998
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,049,849
Value of total assets at end of year2017-12-31$73,717,347
Value of total assets at beginning of year2017-12-31$62,591,623
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$13,101
Total interest from all sources2017-12-31$333,344
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$860,051
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$860,051
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$2,935,821
Participant contributions at end of year2017-12-31$896,446
Participant contributions at beginning of year2017-12-31$826,144
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$181,834
Other income not declared elsewhere2017-12-31$8,897
Administrative expenses (other) incurred2017-12-31$13,101
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$34
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$11,125,724
Value of net assets at end of year (total assets less liabilities)2017-12-31$73,717,347
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$62,591,623
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$56,350,606
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$46,115,488
Interest on participant loans2017-12-31$39,958
Interest earned on other investments2017-12-31$293,386
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$16,470,295
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$15,649,957
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$8,874,682
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$1,932,194
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,987,998
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 name2017-12-31MELTON & MELTON, LLP
Accountancy firm EIN2017-12-31741550819
2016 : CITATION OIL & GAS CORP RETIREMENT SAVINGS 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$8,780,024
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$7,214,155
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$7,198,827
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,085,974
Value of total assets at end of year2016-12-31$62,591,623
Value of total assets at beginning of year2016-12-31$61,025,754
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$15,328
Total interest from all sources2016-12-31$327,985
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$775,490
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$775,490
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$2,928,966
Participant contributions at end of year2016-12-31$826,144
Participant contributions at beginning of year2016-12-31$777,007
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$210,120
Other income not declared elsewhere2016-12-31$7,000
Administrative expenses (other) incurred2016-12-31$15,328
Total non interest bearing cash at end of year2016-12-31$34
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,565,869
Value of net assets at end of year (total assets less liabilities)2016-12-31$62,591,623
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$61,025,754
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$46,115,488
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$44,859,212
Interest on participant loans2016-12-31$35,164
Interest earned on other investments2016-12-31$292,821
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$15,649,957
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$15,389,535
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,583,575
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$1,946,888
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$7,198,827
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 name2016-12-31MELTON & MELTON, LLP
Accountancy firm EIN2016-12-31741550819
2015 : CITATION OIL & GAS CORP RETIREMENT SAVINGS 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$5,062,007
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,102,615
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,086,292
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,696,323
Value of total assets at end of year2015-12-31$61,025,754
Value of total assets at beginning of year2015-12-31$59,066,362
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$16,323
Total interest from all sources2015-12-31$322,499
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$816,896
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$816,896
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$3,267,086
Participant contributions at end of year2015-12-31$777,007
Participant contributions at beginning of year2015-12-31$650,718
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$311,503
Other income not declared elsewhere2015-12-31$7,000
Administrative expenses (other) incurred2015-12-31$16,323
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$1,959,392
Value of net assets at end of year (total assets less liabilities)2015-12-31$61,025,754
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$59,066,362
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$44,859,212
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$45,408,958
Interest on participant loans2015-12-31$31,560
Interest earned on other investments2015-12-31$290,939
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$15,389,535
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$13,006,686
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,780,711
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$2,117,734
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,086,292
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 name2015-12-31MELTON & MELTON, LLP
Accountancy firm EIN2015-12-31741550819
2014 : CITATION OIL & GAS CORP RETIREMENT SAVINGS 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$8,055,180
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,695,332
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,676,944
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$5,645,051
Value of total assets at end of year2014-12-31$59,066,362
Value of total assets at beginning of year2014-12-31$54,706,514
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$18,388
Total interest from all sources2014-12-31$272,500
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$696,548
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$696,548
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$4,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$3,203,811
Participant contributions at end of year2014-12-31$650,718
Participant contributions at beginning of year2014-12-31$629,223
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$312,356
Other income not declared elsewhere2014-12-31$7,032
Administrative expenses (other) incurred2014-12-31$18,388
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$4,359,848
Value of net assets at end of year (total assets less liabilities)2014-12-31$59,066,362
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$54,706,514
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$45,408,958
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$42,274,892
Interest on participant loans2014-12-31$26,302
Interest earned on other investments2014-12-31$246,198
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$13,006,686
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$11,802,399
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,434,049
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$2,128,884
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,676,944
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 name2014-12-31MELTON & MELTON, LLP
Accountancy firm EIN2014-12-31741550819
2013 : CITATION OIL & GAS CORP RETIREMENT SAVINGS PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$12,509,059
Total of all expenses incurred2013-12-31$2,534,361
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,530,529
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$5,501,441
Value of total assets at end of year2013-12-31$54,706,514
Value of total assets at beginning of year2013-12-31$44,731,816
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,832
Total interest from all sources2013-12-31$278,348
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$559,849
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$559,849
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$4,000,000
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$3,143,924
Participant contributions at end of year2013-12-31$629,223
Participant contributions at beginning of year2013-12-31$613,427
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$228,569
Other income not declared elsewhere2013-12-31$8,129
Administrative expenses (other) incurred2013-12-31$3,832
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$9,974,698
Value of net assets at end of year (total assets less liabilities)2013-12-31$54,706,514
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$44,731,816
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$42,274,892
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$33,363,065
Interest on participant loans2013-12-31$29,133
Interest earned on other investments2013-12-31$249,215
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$11,802,399
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$10,755,324
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$6,161,292
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$2,128,948
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,530,529
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 name2013-12-31MELTON & MELTON, LLP
Accountancy firm EIN2013-12-31741550819
2012 : CITATION OIL & GAS CORP RETIREMENT SAVINGS PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$9,108,202
Total of all expenses incurred2012-12-31$2,159,840
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,142,315
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,048,432
Value of total assets at end of year2012-12-31$44,731,816
Value of total assets at beginning of year2012-12-31$37,783,454
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$17,525
Total interest from all sources2012-12-31$276,940
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$558,310
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$558,310
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$4,000,000
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$2,687,037
Participant contributions at end of year2012-12-31$613,427
Participant contributions at beginning of year2012-12-31$630,068
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$630,666
Other income not declared elsewhere2012-12-31$7,207
Administrative expenses (other) incurred2012-12-31$17,525
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$6,948,362
Value of net assets at end of year (total assets less liabilities)2012-12-31$44,731,816
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$37,783,454
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$33,363,065
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$28,352,371
Interest on participant loans2012-12-31$29,362
Interest earned on other investments2012-12-31$247,578
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$10,755,324
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$8,801,015
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,217,313
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$1,730,729
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,142,315
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 name2012-12-31MELTON & MELTON, LLP
Accountancy firm EIN2012-12-31741550819
2011 : CITATION OIL & GAS CORP RETIREMENT SAVINGS PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$4,685,272
Total of all expenses incurred2011-12-31$1,393,084
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,387,158
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,959,485
Value of total assets at end of year2011-12-31$37,783,454
Value of total assets at beginning of year2011-12-31$34,491,266
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,926
Total interest from all sources2011-12-31$274,708
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$442,876
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$442,876
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$4,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,766,939
Participant contributions at end of year2011-12-31$630,068
Participant contributions at beginning of year2011-12-31$494,585
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$316,359
Other income not declared elsewhere2011-12-31$8,482
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$3,292,188
Value of net assets at end of year (total assets less liabilities)2011-12-31$37,783,454
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$34,491,266
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$5,926
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$28,352,371
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$26,455,632
Interest on participant loans2011-12-31$27,329
Interest earned on other investments2011-12-31$247,379
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$8,801,015
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$7,541,049
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,000,279
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,876,187
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,387,158
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MELTON & MELTON, LLP
Accountancy firm EIN2011-12-31741550819
2010 : CITATION OIL & GAS CORP RETIREMENT SAVINGS PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$7,549,913
Total of all expenses incurred2010-12-31$1,746,167
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,740,708
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,145,691
Value of total assets at end of year2010-12-31$34,491,266
Value of total assets at beginning of year2010-12-31$28,687,520
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,459
Total interest from all sources2010-12-31$239,021
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$397,138
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$397,138
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$4,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,464,594
Participant contributions at end of year2010-12-31$494,585
Participant contributions at beginning of year2010-12-31$408,366
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$58,400
Administrative expenses (other) incurred2010-12-31$5,459
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$5,803,746
Value of net assets at end of year (total assets less liabilities)2010-12-31$34,491,266
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$28,687,520
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$26,455,632
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$21,369,656
Value of interest in pooled separate accounts at end of year2010-12-31$0
Value of interest in pooled separate accounts at beginning of year2010-12-31$901,816
Interest on participant loans2010-12-31$26,887
Interest earned on other investments2010-12-31$212,134
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$7,541,049
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$6,007,682
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,727,708
Net investment gain/loss from pooled separate accounts2010-12-31$40,355
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,622,697
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,740,708
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MELTON & MELTON, LLP
Accountancy firm EIN2010-12-31741550819

Form 5500 Responses for CITATION OIL & GAS CORP RETIREMENT SAVINGS PLAN

2022: CITATION OIL & GAS CORP RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CITATION OIL & GAS CORP RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CITATION OIL & GAS CORP RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CITATION OIL & GAS CORP RETIREMENT SAVINGS 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: CITATION OIL & GAS CORP RETIREMENT SAVINGS 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: CITATION OIL & GAS CORP RETIREMENT SAVINGS 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: CITATION OIL & GAS CORP RETIREMENT SAVINGS 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: CITATION OIL & GAS CORP RETIREMENT SAVINGS 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 – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CITATION OIL & GAS CORP RETIREMENT SAVINGS 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 – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CITATION OIL & GAS CORP RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CITATION OIL & GAS CORP RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CITATION OIL & GAS CORP RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CITATION OIL & GAS CORP RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CITATION OIL & GAS CORP RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number41421
Policy instance 1
Insurance contract or identification number41421
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-08-31
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 number41421
Policy instance 1
Insurance contract or identification number41421
Number of Individuals Covered538
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number41421
Policy instance 1
Insurance contract or identification number41421
Number of Individuals Covered524
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number41421
Policy instance 1
Insurance contract or identification number41421
Number of Individuals Covered551
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number41421
Policy instance 1
Insurance contract or identification number41421
Number of Individuals Covered532
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 $15,578
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees15578
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameLOCKTON FINANCIAL ADVISORS LLC
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number41421
Policy instance 1
Insurance contract or identification number41421
Number of Individuals Covered630
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 $14,532
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?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
Amount paid for insurance broker fees14532
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameLOCKTON FINANCIAL ADVISORS LLC
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number41421
Policy instance 1
Insurance contract or identification number41421
Number of Individuals Covered624
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of fees paid to insurance companyUSD $11,829
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?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
Amount paid for insurance broker fees11829
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameLOCKTON FINANCIAL ADVISORS LLC
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number41421
Policy instance 1
Insurance contract or identification number41421
Number of Individuals Covered604
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of fees paid to insurance companyUSD $11,203
Are there contracts with allocated funds for types other than group deferred annuity or individual?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 CONTRACT
Amount paid for insurance broker fees11203
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameLOCKTON FINANCIAL ADVISORS LLC
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number41421
Policy instance 1
Insurance contract or identification number41421
Number of Individuals Covered576
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of fees paid to insurance companyUSD $9,569
Are there contracts with allocated funds for types other than group deferred annuity or individual?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 CONTRACT
Amount paid for insurance broker fees9569
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameLOCKTON FINANCIAL ADVISORS LLC
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number41421
Policy instance 1
Insurance contract or identification number41421
Number of Individuals Covered537
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of fees paid to insurance companyUSD $9,119
Are there contracts with allocated funds for types other than group deferred annuity or individual?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 CONTRACT
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number41421
Policy instance 2
Insurance contract or identification number41421
Number of Individuals Covered526
Insurance policy start date2010-12-01
Insurance policy end date2010-12-31
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 types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGUARANTEED GENERAL ACCOUNT CONTRACT
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number(3) 86610
Policy instance 1
Insurance contract or identification number(3) 86610
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $199
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractFLEXIBLE INVESTMENT ANNUITY
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees199
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?4
Insurance broker nameLOCKTON FINANCIAL ADVISORS, LLC

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