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| Plan Name | CALIFORNIA UNITED TERMINALS RETIREMENT INCOME PLAN |
| Plan identification number | 004 |
| 401k Plan Type | Defined Benefit Pension |
| Plan Features/Benefits |
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| Company Name: | CALIFORNIA UNITED TERMINALS RETIREMENT INCOME PLAN |
| Employer identification number (EIN): | 954718041 |
| NAIC Classification: | 483000 |
| NAIC Description: | Water Transportation |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 004 | 2015-01-01 | KIM MINIX | 2016-03-15 | ||
| 004 | 2014-01-01 | KIM MINIX | 2015-10-06 | ||
| 004 | 2013-01-01 | MARCY RUSSELL | 2014-09-08 | ||
| 004 | 2012-01-01 | MARCY RUSSELL | 2013-05-31 | MARCY RUSSELL | 2013-05-31 |
| 004 | 2011-01-01 | MARCY RUSSELL | 2012-10-09 | ||
| 004 | 2010-01-01 | MARCY RUSSELL | 2011-09-12 |
| Measure | Date | Value |
|---|---|---|
| 2008 : CALIFORNIA UNITED TERMINALS RETIREMENT INCOME PLAN 2008 401k financial data | ||
| Transfers to/from the plan | 2008-12-31 | $-3,512,519 |
| Total plan liabilities at end of year | 2008-12-31 | $0 |
| Total plan liabilities at beginning of year | 2008-12-31 | $0 |
| Total income from all sources | 2008-12-31 | $-1,974,464 |
| Expenses. Total of all expenses incurred | 2008-12-31 | $583,072 |
| Benefits paid (including direct rollovers) | 2008-12-31 | $464,668 |
| Total plan assets at end of year | 2008-12-31 | $2,468,272 |
| Total plan assets at beginning of year | 2008-12-31 | $8,538,327 |
| Value of fidelity bond covering the plan | 2008-12-31 | $400,000 |
| Expenses. Other expenses not covered elsewhere | 2008-12-31 | $118,404 |
| Other income received | 2008-12-31 | $-2,166,378 |
| Net income (gross income less expenses) | 2008-12-31 | $-2,557,536 |
| Net plan assets at end of year (total assets less liabilities) | 2008-12-31 | $2,468,272 |
| Net plan assets at beginning of year (total assets less liabilities) | 2008-12-31 | $8,538,327 |
| Total contributions received or receivable from employer(s) | 2008-12-31 | $191,914 |
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