CALIFORNIA CITRUS COOPERATIVE has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2014: CA CITRUS RETIREMENT PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 75 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 56 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 9 |
Total of all active and inactive participants | 2014-01-01 | 65 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 65 |
Number of participants with account balances | 2014-01-01 | 48 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: CA CITRUS RETIREMENT PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 60 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 63 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 8 |
Total of all active and inactive participants | 2013-01-01 | 71 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 71 |
Number of participants with account balances | 2013-01-01 | 52 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: CA CITRUS RETIREMENT PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 67 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 67 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 6 |
Total of all active and inactive participants | 2012-01-01 | 73 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 73 |
Number of participants with account balances | 2012-01-01 | 67 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: CA CITRUS RETIREMENT PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 65 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 62 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
Total of all active and inactive participants | 2011-01-01 | 62 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 62 |
Number of participants with account balances | 2011-01-01 | 46 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
Measure | Date | Value |
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2014 : CA CITRUS RETIREMENT PLAN 2014 401k financial data |
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Transfers to/from the plan | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $111,843 |
Expenses. Total of all expenses incurred | 2014-12-31 | $75,510 |
Benefits paid (including direct rollovers) | 2014-12-31 | $73,568 |
Total plan assets at end of year | 2014-12-31 | $618,751 |
Total plan assets at beginning of year | 2014-12-31 | $582,418 |
Value of fidelity bond covering the plan | 2014-12-31 | $25,000 |
Total contributions received or receivable from participants | 2014-12-31 | $45,223 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $1,942 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $23,890 |
Net income (gross income less expenses) | 2014-12-31 | $36,333 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $618,751 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $582,418 |
Assets. Value of participant loans | 2014-12-31 | $49,970 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $42,730 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $0 |
2013 : CA CITRUS RETIREMENT PLAN 2013 401k financial data |
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Transfers to/from the plan | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $143,646 |
Expenses. Total of all expenses incurred | 2013-12-31 | $35,589 |
Benefits paid (including direct rollovers) | 2013-12-31 | $33,647 |
Total plan assets at end of year | 2013-12-31 | $582,418 |
Total plan assets at beginning of year | 2013-12-31 | $474,361 |
Value of fidelity bond covering the plan | 2013-12-31 | $25,000 |
Total contributions received or receivable from participants | 2013-12-31 | $47,730 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $1,942 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $54,603 |
Net income (gross income less expenses) | 2013-12-31 | $108,057 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $582,418 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $474,361 |
Assets. Value of participant loans | 2013-12-31 | $48,977 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $41,313 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
Minimum employer required contribution for this plan year | 2013-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $0 |
2012 : CA CITRUS RETIREMENT PLAN 2012 401k financial data |
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Transfers to/from the plan | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $127,534 |
Expenses. Total of all expenses incurred | 2012-12-31 | $14,856 |
Benefits paid (including direct rollovers) | 2012-12-31 | $13,096 |
Total plan assets at end of year | 2012-12-31 | $474,361 |
Total plan assets at beginning of year | 2012-12-31 | $361,683 |
Value of fidelity bond covering the plan | 2012-12-31 | $25,000 |
Total contributions received or receivable from participants | 2012-12-31 | $55,754 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $1,760 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
Other income received | 2012-12-31 | $35,414 |
Net income (gross income less expenses) | 2012-12-31 | $112,678 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $474,361 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $361,683 |
Assets. Value of participant loans | 2012-12-31 | $55,812 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $36,366 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of corrective distributions | 2012-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
2011 : CA CITRUS RETIREMENT PLAN 2011 401k financial data |
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Transfers to/from the plan | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $79,858 |
Expenses. Total of all expenses incurred | 2011-12-31 | $21,054 |
Benefits paid (including direct rollovers) | 2011-12-31 | $19,481 |
Total plan assets at end of year | 2011-12-31 | $361,683 |
Total plan assets at beginning of year | 2011-12-31 | $302,879 |
Total contributions received or receivable from participants | 2011-12-31 | $53,015 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $1,573 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $-5,318 |
Net income (gross income less expenses) | 2011-12-31 | $58,804 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $361,683 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $302,879 |
Assets. Value of participant loans | 2011-12-31 | $25,712 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $32,161 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
2010 : CA CITRUS RETIREMENT PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $89,933 |
Expenses. Total of all expenses incurred | 2010-12-31 | $119,382 |
Benefits paid (including direct rollovers) | 2010-12-31 | $118,780 |
Total plan assets at end of year | 2010-12-31 | $302,879 |
Total plan assets at beginning of year | 2010-12-31 | $332,328 |
Total contributions received or receivable from participants | 2010-12-31 | $47,211 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $602 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $20,377 |
Net income (gross income less expenses) | 2010-12-31 | $-29,449 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $302,879 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $332,328 |
Assets. Value of participant loans | 2010-12-31 | $237 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $22,345 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
Minimum employer required contribution for this plan year | 2010-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $0 |
2014: CA CITRUS RETIREMENT PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2013: CA CITRUS RETIREMENT PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2012: CA CITRUS RETIREMENT PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2011: CA CITRUS RETIREMENT PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-822318 |
Policy instance | 1 |
Insurance contract or identification number | GA-822318 | Number of Individuals Covered | 48 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $2,776 | Total amount of fees paid to insurance company | USD $222 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,776 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 222 | Additional information about fees paid to insurance broker | SALES/MARKETING | Insurance broker name | MERRILL LYNCH, PIERCE, FENNER & |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-822318 |
Policy instance | 1 |
Insurance contract or identification number | GA-822318 | Number of Individuals Covered | 52 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $2,185 | Total amount of fees paid to insurance company | USD $174 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,185 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 174 | Additional information about fees paid to insurance broker | SALES/MARKETING | Insurance broker name | MERRILL LYNCH PIERCE FENNER SMITH I |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-822318 |
Policy instance | 1 |
Insurance contract or identification number | GA-822318 | Number of Individuals Covered | 46 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $566 | Total amount of fees paid to insurance company | USD $175 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-822318 |
Policy instance | 1 |
Insurance contract or identification number | GA-822318 | Number of Individuals Covered | 38 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $1,861 | Total amount of fees paid to insurance company | USD $40 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 |
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