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SUN-MAID GROWERS OF CALIFORNIA EMPLOYEE RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameSUN-MAID GROWERS OF CALIFORNIA EMPLOYEE RETIREMENT SAVINGS PLAN
Plan identification number 004

SUN-MAID GROWERS OF CALIFORNIA EMPLOYEE RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

SUN-MAID GROWERS OF CALIFORNIA has sponsored the creation of one or more 401k plans.

Company Name:SUN-MAID GROWERS OF CALIFORNIA
Employer identification number (EIN):940908760
NAIC Classification:424400

Additional information about SUN-MAID GROWERS OF CALIFORNIA

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1980-01-11
Company Identification Number: 0004698107
Legal Registered Office Address: PO BOX 1727

STOCKTON
United States of America (USA)
95201

More information about SUN-MAID GROWERS OF CALIFORNIA

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUN-MAID GROWERS OF CALIFORNIA EMPLOYEE RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01TIM RENNA BRADEN BENDER2018-10-15
0042016-01-01TIM RENNA BRADEN BENDER2017-10-12
0042015-01-01TIM RENNA BRADEN BENDER2016-10-14
0042014-01-01TIM RENNA BRADEN BENDER2015-10-14
0042013-01-01TIM RENNA BRADEN BENDER2014-10-14
0042012-01-01TIM RENNA BRADEN BENDER2013-10-15
0042011-01-01TIM RENNA BRADEN BENDER2012-10-15
0042009-01-01TIM RENNA RICHARD EMDE2010-07-19

Plan Statistics for SUN-MAID GROWERS OF CALIFORNIA EMPLOYEE RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for SUN-MAID GROWERS OF CALIFORNIA EMPLOYEE RETIREMENT SAVINGS PLAN

Measure Date Value
2022: SUN-MAID GROWERS OF CALIFORNIA EMPLOYEE RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01199
Total number of active participants reported on line 7a of the Form 55002022-01-01159
Number of other retired or separated participants entitled to future benefits2022-01-0153
Total of all active and inactive participants2022-01-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01212
Number of participants with account balances2022-01-01212
2021: SUN-MAID GROWERS OF CALIFORNIA EMPLOYEE RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01204
Total number of active participants reported on line 7a of the Form 55002021-01-01144
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0155
Total of all active and inactive participants2021-01-01199
Total participants2021-01-01199
Number of participants with account balances2021-01-01199
2020: SUN-MAID GROWERS OF CALIFORNIA EMPLOYEE RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01208
Total number of active participants reported on line 7a of the Form 55002020-01-01152
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0152
Total of all active and inactive participants2020-01-01204
Total participants2020-01-01204
Number of participants with account balances2020-01-01204
2019: SUN-MAID GROWERS OF CALIFORNIA EMPLOYEE RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01219
Total number of active participants reported on line 7a of the Form 55002019-01-01156
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0152
Total of all active and inactive participants2019-01-01208
Total participants2019-01-01208
Number of participants with account balances2019-01-01208
2018: SUN-MAID GROWERS OF CALIFORNIA EMPLOYEE RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01165
Total number of active participants reported on line 7a of the Form 55002018-01-01163
Number of retired or separated participants receiving benefits2018-01-0156
Total of all active and inactive participants2018-01-01219
Total participants2018-01-01219
Number of participants with account balances2018-01-01219
2017: SUN-MAID GROWERS OF CALIFORNIA EMPLOYEE RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01329
Total number of active participants reported on line 7a of the Form 55002017-01-01270
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0151
Total of all active and inactive participants2017-01-01321
Total participants2017-01-01321
Number of participants with account balances2017-01-01216
2016: SUN-MAID GROWERS OF CALIFORNIA EMPLOYEE RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01326
Total number of active participants reported on line 7a of the Form 55002016-01-01277
Number of other retired or separated participants entitled to future benefits2016-01-0152
Total of all active and inactive participants2016-01-01329
Total participants2016-01-01329
Number of participants with account balances2016-01-01203
2015: SUN-MAID GROWERS OF CALIFORNIA EMPLOYEE RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01328
Total number of active participants reported on line 7a of the Form 55002015-01-01284
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0142
Total of all active and inactive participants2015-01-01326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01326
Number of participants with account balances2015-01-01203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SUN-MAID GROWERS OF CALIFORNIA EMPLOYEE RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01314
Total number of active participants reported on line 7a of the Form 55002014-01-01286
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0142
Total of all active and inactive participants2014-01-01328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01328
Number of participants with account balances2014-01-01201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SUN-MAID GROWERS OF CALIFORNIA EMPLOYEE RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01300
Total number of active participants reported on line 7a of the Form 55002013-01-01268
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0146
Total of all active and inactive participants2013-01-01314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01314
Number of participants with account balances2013-01-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SUN-MAID GROWERS OF CALIFORNIA EMPLOYEE RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01297
Total number of active participants reported on line 7a of the Form 55002012-01-01266
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0134
Total of all active and inactive participants2012-01-01300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01300
Number of participants with account balances2012-01-01193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SUN-MAID GROWERS OF CALIFORNIA EMPLOYEE RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01289
Total number of active participants reported on line 7a of the Form 55002011-01-01262
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0135
Total of all active and inactive participants2011-01-01297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01297
Number of participants with account balances2011-01-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: SUN-MAID GROWERS OF CALIFORNIA EMPLOYEE RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01288
Total number of active participants reported on line 7a of the Form 55002009-01-01251
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0133
Total of all active and inactive participants2009-01-01284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01284
Number of participants with account balances2009-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SUN-MAID GROWERS OF CALIFORNIA EMPLOYEE RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : SUN-MAID GROWERS OF CALIFORNIA EMPLOYEE RETIREMENT SAVINGS PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-2,757,529
Total of all expenses incurred2022-12-31$3,056,502
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,019,463
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,307,356
Value of total assets at end of year2022-12-31$24,118,389
Value of total assets at beginning of year2022-12-31$29,932,420
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$37,039
Total interest from all sources2022-12-31$239,352
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$166,519
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$166,519
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,170,589
Participant contributions at end of year2022-12-31$297,180
Participant contributions at beginning of year2022-12-31$357,812
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$136,767
Administrative expenses (other) incurred2022-12-31$37,039
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,814,031
Value of net assets at end of year (total assets less liabilities)2022-12-31$24,118,389
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$29,932,420
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$16,274,807
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$22,075,612
Interest on participant loans2022-12-31$15,892
Interest earned on other investments2022-12-31$222,208
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$94,737
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$83,753
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$83,753
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$1,252
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$7,451,665
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$7,415,243
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,470,756
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,019,463
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 name2022-12-31MOSS ADAMS LLP
Accountancy firm EIN2022-12-31910189318
2021 : SUN-MAID GROWERS OF CALIFORNIA EMPLOYEE RETIREMENT SAVINGS PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$4,578,094
Total of all expenses incurred2021-12-31$4,182,143
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,143,957
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,160,406
Value of total assets at end of year2021-12-31$29,932,420
Value of total assets at beginning of year2021-12-31$29,536,469
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$38,186
Total interest from all sources2021-12-31$246,519
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$203,969
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$203,969
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
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$1,060,871
Participant contributions at end of year2021-12-31$357,812
Participant contributions at beginning of year2021-12-31$442,410
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$99,535
Administrative expenses (other) incurred2021-12-31$38,186
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$395,951
Value of net assets at end of year (total assets less liabilities)2021-12-31$29,932,420
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$29,536,469
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$22,075,612
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$21,473,802
Interest on participant loans2021-12-31$18,960
Interest earned on other investments2021-12-31$227,490
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$83,753
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$209,393
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$209,393
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$69
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$7,415,243
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$7,410,864
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,967,200
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,143,957
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 name2021-12-31MOSS ADAMS LLP
Accountancy firm EIN2021-12-31910189318
2020 : SUN-MAID GROWERS OF CALIFORNIA EMPLOYEE RETIREMENT SAVINGS PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$5,420,015
Total of all expenses incurred2020-12-31$1,023,560
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$998,477
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,105,986
Value of total assets at end of year2020-12-31$29,536,469
Value of total assets at beginning of year2020-12-31$25,140,014
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$25,083
Total interest from all sources2020-12-31$217,281
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$167,345
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$167,345
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
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$1,079,031
Participant contributions at end of year2020-12-31$442,410
Participant contributions at beginning of year2020-12-31$466,528
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$26,955
Administrative expenses (other) incurred2020-12-31$25,083
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$4,396,455
Value of net assets at end of year (total assets less liabilities)2020-12-31$29,536,469
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$25,140,014
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$21,473,802
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$17,653,087
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$736,954
Interest on participant loans2020-12-31$22,737
Interest earned on other investments2020-12-31$194,332
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$209,393
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$68,746
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$68,746
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$212
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$7,410,864
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$6,214,699
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,929,403
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$998,477
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 name2020-12-31MOSS ADAMS LLP
Accountancy firm EIN2020-12-31910189318
2019 : SUN-MAID GROWERS OF CALIFORNIA EMPLOYEE RETIREMENT SAVINGS PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$5,528,187
Total of all expenses incurred2019-12-31$4,908,593
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,904,608
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,177,828
Value of total assets at end of year2019-12-31$25,140,014
Value of total assets at beginning of year2019-12-31$24,520,420
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,985
Total interest from all sources2019-12-31$227,226
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$187,112
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$187,112
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
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$1,117,259
Participant contributions at end of year2019-12-31$466,528
Participant contributions at beginning of year2019-12-31$444,439
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$60,569
Administrative expenses (other) incurred2019-12-31$3,985
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$619,594
Value of net assets at end of year (total assets less liabilities)2019-12-31$25,140,014
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$24,520,420
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$17,653,087
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$15,448,793
Value of interest in pooled separate accounts at end of year2019-12-31$736,954
Value of interest in pooled separate accounts at beginning of year2019-12-31$997,700
Interest on participant loans2019-12-31$21,809
Interest earned on other investments2019-12-31$203,957
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$68,746
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$93,338
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$93,338
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,460
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$6,214,699
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$7,536,150
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,761,932
Net investment gain/loss from pooled separate accounts2019-12-31$1,174,089
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,904,608
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 name2019-12-31MOSS ADAMS LLP
Accountancy firm EIN2019-12-31910189318
2018 : SUN-MAID GROWERS OF CALIFORNIA EMPLOYEE RETIREMENT SAVINGS PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$872,548
Total of all expenses incurred2018-12-31$1,835,539
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,834,325
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,645,175
Value of total assets at end of year2018-12-31$24,520,420
Value of total assets at beginning of year2018-12-31$25,483,411
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,214
Total interest from all sources2018-12-31$238,500
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$186,077
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$186,077
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
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$1,129,423
Participant contributions at end of year2018-12-31$444,439
Participant contributions at beginning of year2018-12-31$433,747
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$515,752
Administrative expenses (other) incurred2018-12-31$1,214
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-962,991
Value of net assets at end of year (total assets less liabilities)2018-12-31$24,520,420
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$25,483,411
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$15,448,793
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$16,573,791
Value of interest in pooled separate accounts at end of year2018-12-31$997,700
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,150,880
Interest on participant loans2018-12-31$20,376
Interest earned on other investments2018-12-31$216,904
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$93,338
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$78,741
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$78,741
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$1,220
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$7,536,150
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$7,246,252
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,419,113
Net investment gain/loss from pooled separate accounts2018-12-31$1,221,909
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,834,325
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 name2018-12-31MOSS ADAMS LLP
Accountancy firm EIN2018-12-31910189318
2017 : SUN-MAID GROWERS OF CALIFORNIA EMPLOYEE RETIREMENT SAVINGS PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$4,446,877
Total of all expenses incurred2017-12-31$135,485
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$132,760
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,126,889
Value of total assets at end of year2017-12-31$25,483,411
Value of total assets at beginning of year2017-12-31$21,172,019
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,725
Total interest from all sources2017-12-31$225,212
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$147,323
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$147,323
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
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$1,126,069
Participant contributions at end of year2017-12-31$433,747
Participant contributions at beginning of year2017-12-31$385,861
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$820
Administrative expenses (other) incurred2017-12-31$2,725
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$4,311,392
Value of net assets at end of year (total assets less liabilities)2017-12-31$25,483,411
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$21,172,019
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$16,573,791
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$12,840,079
Value of interest in pooled separate accounts at end of year2017-12-31$1,150,880
Value of interest in pooled separate accounts at beginning of year2017-12-31$889,694
Interest on participant loans2017-12-31$19,875
Interest earned on other investments2017-12-31$205,049
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$78,741
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$76,365
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$76,365
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$288
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$7,246,252
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$6,980,020
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,116,765
Net investment gain/loss from pooled separate accounts2017-12-31$830,688
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$132,760
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 name2017-12-31MOSS ADAMS LLP
Accountancy firm EIN2017-12-31910189318
2016 : SUN-MAID GROWERS OF CALIFORNIA EMPLOYEE RETIREMENT SAVINGS PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$2,153,876
Total of all expenses incurred2016-12-31$1,228,424
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,196,900
Expenses. Certain deemed distributions of participant loans2016-12-31$29,424
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,077,879
Value of total assets at end of year2016-12-31$21,172,019
Value of total assets at beginning of year2016-12-31$20,246,567
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,100
Total interest from all sources2016-12-31$211,615
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$130,340
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$130,340
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
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$1,003,748
Participant contributions at end of year2016-12-31$385,861
Participant contributions at beginning of year2016-12-31$385,487
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$49,308
Administrative expenses (other) incurred2016-12-31$2,100
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$925,452
Value of net assets at end of year (total assets less liabilities)2016-12-31$21,172,019
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$20,246,567
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$12,840,079
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$12,368,034
Value of interest in pooled separate accounts at end of year2016-12-31$889,694
Value of interest in pooled separate accounts at beginning of year2016-12-31$782,173
Interest on participant loans2016-12-31$17,189
Interest earned on other investments2016-12-31$194,415
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$76,365
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$69,154
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$69,154
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$11
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$6,980,020
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$6,641,719
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$634,187
Net investment gain/loss from pooled separate accounts2016-12-31$99,855
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$24,823
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,196,900
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 name2016-12-31MOSS ADAMS LLP
Accountancy firm EIN2016-12-31910189318
2015 : SUN-MAID GROWERS OF CALIFORNIA EMPLOYEE RETIREMENT SAVINGS PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$1,287,566
Total of all expenses incurred2015-12-31$753,970
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$751,800
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,043,763
Value of total assets at end of year2015-12-31$20,246,567
Value of total assets at beginning of year2015-12-31$19,712,971
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,170
Total interest from all sources2015-12-31$194,591
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$126,888
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$126,888
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
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$1,042,736
Participant contributions at end of year2015-12-31$385,487
Participant contributions at beginning of year2015-12-31$299,606
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$2,602
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,027
Administrative expenses (other) incurred2015-12-31$2,170
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$533,596
Value of net assets at end of year (total assets less liabilities)2015-12-31$20,246,567
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$19,712,971
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$12,368,034
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$12,630,268
Value of interest in pooled separate accounts at end of year2015-12-31$782,173
Value of interest in pooled separate accounts at beginning of year2015-12-31$792,258
Interest on participant loans2015-12-31$14,947
Interest earned on other investments2015-12-31$179,633
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$69,154
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$140,829
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$140,829
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$11
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$6,641,719
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$5,847,408
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-77,437
Net investment gain/loss from pooled separate accounts2015-12-31$-239
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$751,800
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 name2015-12-31MOSS ADAMS LLP
Accountancy firm EIN2015-12-31910189318
2014 : SUN-MAID GROWERS OF CALIFORNIA EMPLOYEE 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$2,069,996
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$677,367
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$675,537
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$953,615
Value of total assets at end of year2014-12-31$19,712,971
Value of total assets at beginning of year2014-12-31$18,320,342
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,830
Total interest from all sources2014-12-31$174,766
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$112,965
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$112,965
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$888,234
Participant contributions at end of year2014-12-31$299,606
Participant contributions at beginning of year2014-12-31$321,138
Participant contributions at end of year2014-12-31$2,602
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$65,381
Administrative expenses (other) incurred2014-12-31$1,830
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$1,392,629
Value of net assets at end of year (total assets less liabilities)2014-12-31$19,712,971
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$18,320,342
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$12,630,268
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$11,902,028
Value of interest in pooled separate accounts at end of year2014-12-31$792,258
Value of interest in pooled separate accounts at beginning of year2014-12-31$720,880
Interest on participant loans2014-12-31$13,992
Interest earned on other investments2014-12-31$160,758
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$140,829
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$162,883
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$162,883
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$16
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$5,847,408
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$5,213,413
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$743,323
Net investment gain/loss from pooled separate accounts2014-12-31$85,327
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$675,537
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 name2014-12-31MOSS ADAMS LLP
Accountancy firm EIN2014-12-31910189318
2013 : SUN-MAID GROWERS OF CALIFORNIA EMPLOYEE RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$4,029,487
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,831,357
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,829,913
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,140,171
Value of total assets at end of year2013-12-31$18,320,342
Value of total assets at beginning of year2013-12-31$16,122,212
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,444
Total interest from all sources2013-12-31$160,094
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$101,426
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$101,426
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$905,148
Participant contributions at end of year2013-12-31$321,138
Participant contributions at beginning of year2013-12-31$253,533
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$235,023
Administrative expenses (other) incurred2013-12-31$1,444
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$2,198,130
Value of net assets at end of year (total assets less liabilities)2013-12-31$18,320,342
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$16,122,212
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$11,902,028
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,501,206
Value of interest in pooled separate accounts at end of year2013-12-31$720,880
Value of interest in pooled separate accounts at beginning of year2013-12-31$663,758
Interest on participant loans2013-12-31$12,580
Interest earned on other investments2013-12-31$147,494
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$162,883
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$232,050
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$232,050
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$20
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$5,213,413
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$5,471,665
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,436,614
Net investment gain/loss from pooled separate accounts2013-12-31$191,182
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,829,913
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 name2013-12-31MOSS ADAMS LLP
Accountancy firm EIN2013-12-31910189318
2012 : SUN-MAID GROWERS OF CALIFORNIA EMPLOYEE RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,457,537
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,056,713
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,055,711
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$949,094
Value of total assets at end of year2012-12-31$16,122,212
Value of total assets at beginning of year2012-12-31$15,721,388
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,002
Total income from rents2012-12-31$0
Total interest from all sources2012-12-31$164,694
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$118,157
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$118,157
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$918,989
Participant contributions at end of year2012-12-31$253,533
Participant contributions at beginning of year2012-12-31$268,547
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$30,105
Administrative expenses (other) incurred2012-12-31$1,002
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$400,824
Value of net assets at end of year (total assets less liabilities)2012-12-31$16,122,212
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$15,721,388
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$9,501,206
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$9,130,362
Value of interest in pooled separate accounts at end of year2012-12-31$663,758
Value of interest in pooled separate accounts at beginning of year2012-12-31$699,780
Interest on participant loans2012-12-31$11,964
Interest earned on other investments2012-12-31$152,697
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$232,050
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$168,451
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$168,451
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$33
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$5,471,665
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$5,454,248
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,134,861
Net investment gain/loss from pooled separate accounts2012-12-31$90,731
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,055,711
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 name2012-12-31MOSS ADAMS LLP
Accountancy firm EIN2012-12-31910189318
2011 : SUN-MAID GROWERS OF CALIFORNIA EMPLOYEE RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,285,549
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$865,928
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$864,642
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,256,448
Value of total assets at end of year2011-12-31$15,721,388
Value of total assets at beginning of year2011-12-31$15,301,767
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,286
Total interest from all sources2011-12-31$169,340
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$998,806
Participant contributions at end of year2011-12-31$268,547
Participant contributions at beginning of year2011-12-31$232,617
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$257,642
Administrative expenses (other) incurred2011-12-31$1,286
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$419,621
Value of net assets at end of year (total assets less liabilities)2011-12-31$15,721,388
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$15,301,767
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$9,130,362
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$9,285,935
Value of interest in pooled separate accounts at end of year2011-12-31$699,780
Value of interest in pooled separate accounts at beginning of year2011-12-31$801,052
Interest on participant loans2011-12-31$11,583
Interest earned on other investments2011-12-31$157,757
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$168,451
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$165,616
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$165,616
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$5,454,248
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$4,816,547
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-146,623
Net investment gain/loss from pooled separate accounts2011-12-31$6,384
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$864,642
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 name2011-12-31MOHLER NIXON & WILLIAMS
Accountancy firm EIN2011-12-31770106234
2010 : SUN-MAID GROWERS OF CALIFORNIA EMPLOYEE RETIREMENT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,417,471
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,129,044
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,123,811
Expenses. Certain deemed distributions of participant loans2010-12-31$4,528
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$950,573
Value of total assets at end of year2010-12-31$15,301,767
Value of total assets at beginning of year2010-12-31$14,013,340
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$705
Total interest from all sources2010-12-31$152,152
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
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$941,826
Participant contributions at end of year2010-12-31$232,617
Participant contributions at beginning of year2010-12-31$175,863
Participant contributions at beginning of year2010-12-31$124
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$8,747
Administrative expenses (other) incurred2010-12-31$705
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$1,288,427
Value of net assets at end of year (total assets less liabilities)2010-12-31$15,301,767
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$14,013,340
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$9,285,935
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$8,514,329
Value of interest in pooled separate accounts at end of year2010-12-31$801,052
Value of interest in pooled separate accounts at beginning of year2010-12-31$677,430
Interest on participant loans2010-12-31$9,844
Interest earned on other investments2010-12-31$142,308
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$165,616
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$205,610
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$205,610
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$4,816,547
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$4,439,984
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,201,029
Net investment gain/loss from pooled separate accounts2010-12-31$113,717
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,123,811
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 name2010-12-31MOHLER NIXON & WILLIAMS
Accountancy firm EIN2010-12-31770106234
2009 : SUN-MAID GROWERS OF CALIFORNIA EMPLOYEE RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SUN-MAID GROWERS OF CALIFORNIA EMPLOYEE RETIREMENT SAVINGS PLAN

2022: SUN-MAID GROWERS OF CALIFORNIA EMPLOYEE RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan is a collectively bargained planYes
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: SUN-MAID GROWERS OF CALIFORNIA EMPLOYEE RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan is a collectively bargained planYes
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: SUN-MAID GROWERS OF CALIFORNIA EMPLOYEE RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan is a collectively bargained planYes
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: SUN-MAID GROWERS OF CALIFORNIA EMPLOYEE RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan is a collectively bargained planYes
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: SUN-MAID GROWERS OF CALIFORNIA EMPLOYEE RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan is a collectively bargained planYes
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: SUN-MAID GROWERS OF CALIFORNIA EMPLOYEE RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan is a collectively bargained planYes
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: SUN-MAID GROWERS OF CALIFORNIA EMPLOYEE RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan is a collectively bargained planYes
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: SUN-MAID GROWERS OF CALIFORNIA EMPLOYEE RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan is a collectively bargained planYes
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: SUN-MAID GROWERS OF CALIFORNIA EMPLOYEE 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 planYes
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: SUN-MAID GROWERS OF CALIFORNIA EMPLOYEE RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
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: SUN-MAID GROWERS OF CALIFORNIA EMPLOYEE RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
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: SUN-MAID GROWERS OF CALIFORNIA EMPLOYEE RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SUN-MAID GROWERS OF CALIFORNIA EMPLOYEE RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
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 number004479
Policy instance 1
Insurance contract or identification number004479
Number of Individuals Covered159
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number005754
Policy instance 1
Insurance contract or identification number005754
Number of Individuals Covered144
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 $10,003
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees10003
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?3
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number005754
Policy instance 1
Insurance contract or identification number005754
Number of Individuals Covered156
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 $9,590
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees9590
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?3
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number005754
Policy instance 1
Insurance contract or identification number005754
Number of Individuals Covered157
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 $10,857
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees10857
Additional information about fees paid to insurance brokerSERVICE TO INSURER OR PLAN
Insurance broker organization code?3
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number005754
Policy instance 1
Insurance contract or identification number005754
Number of Individuals Covered160
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $11,852
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees11852
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?3
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number005754
Policy instance 1
Insurance contract or identification number005754
Number of Individuals Covered161
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 $11,179
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees11179
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?3
Insurance broker nameWELLS FARGO WEALTH BROKGE INS AGCY
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number005754
Policy instance 1
Insurance contract or identification number005754
Number of Individuals Covered151
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 $9,818
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees9818
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?3
Insurance broker nameWELLS FARGO WEALTH BROKGE INS AGCY
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number5754
Policy instance 1
Insurance contract or identification number5754
Number of Individuals Covered114
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $8,642
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees8642
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVISORS INS AGY (CA)
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number4479
Policy instance 1
Insurance contract or identification number4479
Number of Individuals Covered135
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $7,942
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Amount paid for insurance broker fees7942
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PROVIDER
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVISORS INS AGY (CA)
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number4479
Policy instance 1
Insurance contract or identification number4479
Number of Individuals Covered108
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $8,130
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Amount paid for insurance broker fees8130
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PROVIDER
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVISORS INS AGY (CA)
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number4479
Policy instance 1
Insurance contract or identification number4479
Number of Individuals Covered101
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $8,462
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number005754
Policy instance 1
Insurance contract or identification number005754
Number of Individuals Covered95
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 $7,334
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees7334
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameWS INS SVCS LLC DBA WS CA INS

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