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PENSION PLAN FOR KRAGEN AUTO PARTS MEMBERS OF TEAMSTERS AUTOMOTIVE WORKERS UNION 401k Plan overview

Plan NamePENSION PLAN FOR KRAGEN AUTO PARTS MEMBERS OF TEAMSTERS AUTOMOTIVE WORKERS UNION
Plan identification number 001

PENSION PLAN FOR KRAGEN AUTO PARTS MEMBERS OF TEAMSTERS AUTOMOTIVE WORKERS UNION Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:OREILLY AUTOMOTIVE, INC.
Employer identification number (EIN):860221312
NAIC Classification:441300
NAIC Description: Automotive Parts, Accessories, and Tire Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLAN FOR KRAGEN AUTO PARTS MEMBERS OF TEAMSTERS AUTOMOTIVE WORKERS UNION

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012012-01-01JONATHAN ANDREWS THOMAS MCFALL2013-07-17
0012011-01-01JONATHAN ANDREWS THOMAS MCFALL2012-10-12
0012009-01-01PHILLIP THOMPSON THOMAS MCFALL2010-10-14

Plan Statistics for PENSION PLAN FOR KRAGEN AUTO PARTS MEMBERS OF TEAMSTERS AUTOMOTIVE WORKERS UNION

401k plan membership statisitcs for PENSION PLAN FOR KRAGEN AUTO PARTS MEMBERS OF TEAMSTERS AUTOMOTIVE WORKERS UNION

Measure Date Value
2012: PENSION PLAN FOR KRAGEN AUTO PARTS MEMBERS OF TEAMSTERS AUTOMOTIVE WORKERS UNION 2012 401k membership
Total participants, beginning-of-year2012-01-01144
Total number of active participants reported on line 7a of the Form 55002012-01-010
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PENSION PLAN FOR KRAGEN AUTO PARTS MEMBERS OF TEAMSTERS AUTOMOTIVE WORKERS UNION 2011 401k membership
Total participants, beginning-of-year2011-01-01165
Total number of active participants reported on line 7a of the Form 55002011-01-0158
Number of retired or separated participants receiving benefits2011-01-0111
Number of other retired or separated participants entitled to future benefits2011-01-0175
Total of all active and inactive participants2011-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: PENSION PLAN FOR KRAGEN AUTO PARTS MEMBERS OF TEAMSTERS AUTOMOTIVE WORKERS UNION 2009 401k membership
Total participants, beginning-of-year2009-01-01166
Total number of active participants reported on line 7a of the Form 55002009-01-0176
Number of retired or separated participants receiving benefits2009-01-0112
Number of other retired or separated participants entitled to future benefits2009-01-0177
Total of all active and inactive participants2009-01-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on PENSION PLAN FOR KRAGEN AUTO PARTS MEMBERS OF TEAMSTERS AUTOMOTIVE WORKERS UNION

Measure Date Value
2012 : PENSION PLAN FOR KRAGEN AUTO PARTS MEMBERS OF TEAMSTERS AUTOMOTIVE WORKERS UNION 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-28$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-28$161
Total income from all sources (including contributions)2012-12-28$306,223
Total loss/gain on sale of assets2012-12-28$0
Total of all expenses incurred2012-12-28$1,402,296
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-28$1,393,640
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-28$215,000
Value of total assets at end of year2012-12-28$0
Value of total assets at beginning of year2012-12-28$1,096,234
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-28$8,656
Total interest from all sources2012-12-28$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-28$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-28Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2012-12-28$0
Was this plan covered by a fidelity bond2012-12-28Yes
Value of fidelity bond cover2012-12-28$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-28$0
Were there any nonexempt tranactions with any party-in-interest2012-12-28No
Other income not declared elsewhere2012-12-28$535
Administrative expenses (other) incurred2012-12-28$3,669
Total non interest bearing cash at end of year2012-12-28$0
Total non interest bearing cash at beginning of year2012-12-28$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-28No
Value of net income/loss2012-12-28$-1,096,073
Value of net assets at end of year (total assets less liabilities)2012-12-28$0
Value of net assets at beginning of year (total assets less liabilities)2012-12-28$1,096,073
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-28No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-28No
Were any leases to which the plan was party in default or uncollectible2012-12-28No
Investment advisory and management fees2012-12-28$4,987
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-28$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-28$540,036
Value of interest in common/collective trusts at end of year2012-12-28$0
Value of interest in common/collective trusts at beginning of year2012-12-28$432,933
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-28$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-28$123,265
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-28$123,265
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-28$651,252
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-28$85,007
Net investment gain or loss from common/collective trusts2012-12-28$5,681
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-28Yes
Was there a failure to transmit to the plan any participant contributions2012-12-28No
Has the plan failed to provide any benefit when due under the plan2012-12-28No
Contributions received in cash from employer2012-12-28$215,000
Employer contributions (assets) at end of year2012-12-28$0
Employer contributions (assets) at beginning of year2012-12-28$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-28$742,388
Liabilities. Value of benefit claims payable at end of year2012-12-28$0
Liabilities. Value of benefit claims payable at beginning of year2012-12-28$161
Did the plan have assets held for investment2012-12-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-28Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-28Yes
Opinion of an independent qualified public accountant for this plan2012-12-28Disclaimer
Accountancy firm name2012-12-28MUKAI, GREENLEE & COMPANY, P.C.
Accountancy firm EIN2012-12-28860695371
2011 : PENSION PLAN FOR KRAGEN AUTO PARTS MEMBERS OF TEAMSTERS AUTOMOTIVE WORKERS UNION 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$161
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$84
Total income from all sources (including contributions)2011-12-31$425,189
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$330,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$326,288
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$400,000
Value of total assets at end of year2011-12-31$1,096,234
Value of total assets at beginning of year2011-12-31$1,001,233
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,977
Total interest from all sources2011-12-31$0
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 year2011-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
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
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$94,924
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,096,073
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,001,149
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$3,977
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$540,036
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$527,726
Value of interest in common/collective trusts at end of year2011-12-31$432,933
Value of interest in common/collective trusts at beginning of year2011-12-31$424,031
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$123,265
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$37,794
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$37,794
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$15,001
Net investment gain or loss from common/collective trusts2011-12-31$10,188
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$400,000
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$11,682
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$326,288
Liabilities. Value of benefit claims payable at end of year2011-12-31$161
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$84
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 name2011-12-31MUKAI, GREENLEE & COMPANY, P.C.
Accountancy firm EIN2011-12-31860695371
2010 : PENSION PLAN FOR KRAGEN AUTO PARTS MEMBERS OF TEAMSTERS AUTOMOTIVE WORKERS UNION 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$84
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$84
Total income from all sources (including contributions)2010-12-31$115,422
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$36,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$32,599
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$46,728
Value of total assets at end of year2010-12-31$1,001,233
Value of total assets at beginning of year2010-12-31$922,069
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,659
Total interest from all sources2010-12-31$3
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,104
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,104
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$79,164
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,001,149
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$921,985
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
Investment advisory and management fees2010-12-31$3,659
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$527,726
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$476,783
Value of interest in common/collective trusts at end of year2010-12-31$424,031
Value of interest in common/collective trusts at beginning of year2010-12-31$411,046
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$37,794
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$34,240
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$34,240
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$3
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$53,352
Net investment gain or loss from common/collective trusts2010-12-31$14,235
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$46,728
Employer contributions (assets) at end of year2010-12-31$11,682
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$32,599
Liabilities. Value of benefit claims payable at end of year2010-12-31$84
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$84
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 name2010-12-31MUKAI, GREENLEE & COMPANY, P.C.
Accountancy firm EIN2010-12-31860695371
2009 : PENSION PLAN FOR KRAGEN AUTO PARTS MEMBERS OF TEAMSTERS AUTOMOTIVE WORKERS UNION 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 PENSION PLAN FOR KRAGEN AUTO PARTS MEMBERS OF TEAMSTERS AUTOMOTIVE WORKERS UNION

2012: PENSION PLAN FOR KRAGEN AUTO PARTS MEMBERS OF TEAMSTERS AUTOMOTIVE WORKERS UNION 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 filingYes
2012-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PENSION PLAN FOR KRAGEN AUTO PARTS MEMBERS OF TEAMSTERS AUTOMOTIVE WORKERS UNION 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PENSION PLAN FOR KRAGEN AUTO PARTS MEMBERS OF TEAMSTERS AUTOMOTIVE WORKERS UNION 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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