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OHIO DRILLING EMPLOYEES PENSION TRUST 401k Plan overview

Plan NameOHIO DRILLING EMPLOYEES PENSION TRUST
Plan identification number 001

OHIO DRILLING EMPLOYEES PENSION TRUST 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).
  • 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

OHIO DRILLING COMPANY has sponsored the creation of one or more 401k plans.

Company Name:OHIO DRILLING COMPANY
Employer identification number (EIN):340437740
NAIC Classification:238900

Additional information about OHIO DRILLING COMPANY

Jurisdiction of Incorporation: Michigan Department of Licensing & Regulatory Affairs
Incorporation Date:
Company Identification Number: 613729

More information about OHIO DRILLING COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OHIO DRILLING EMPLOYEES PENSION TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-09-15JEFFREY W. BREST
0012022-09-15
0012022-09-15JEFFREY W. BREST
0012021-09-15
0012021-09-15JEFFREY W. BREST
0012020-09-15
0012019-09-15
0012018-09-15
0012017-09-15
0012016-09-15JEFFREY W. BREST JEFFREY W. BREST2018-06-20
0012015-09-15JEFFREY W. BREST JEFFREY W. BREST2017-05-25
0012014-09-15JEFFREY W. BREST JEFFREY W. BREST2016-05-26
0012013-09-15JEFFREY W. BREST JEFFREY W. BREST2015-04-17
0012012-09-15JEFFREY W. BREST JEFFREY W. BREST2014-04-01
0012011-09-15JEFFREY W. BREST JEFFREY W. BREST2013-07-08
0012010-09-15JEFFREY W. BREST JEFFREY W. BREST2012-06-11
0012009-09-15JEFFREY W. BREST JEFFREY W. BREST2011-07-15
0012009-09-15JEFFREY W. BREST JEFFREY W. BREST2011-07-14

Financial Data on OHIO DRILLING EMPLOYEES PENSION TRUST

Measure Date Value
2023 : OHIO DRILLING EMPLOYEES PENSION TRUST 2023 401k financial data
Total income from all sources2023-09-14$38,958
Expenses. Total of all expenses incurred2023-09-14$50,610
Benefits paid (including direct rollovers)2023-09-14$50,610
Total plan assets at end of year2023-09-14$812,547
Total plan assets at beginning of year2023-09-14$824,199
Value of fidelity bond covering the plan2023-09-14$200,000
Other income received2023-09-14$-16,042
Net income (gross income less expenses)2023-09-14$-11,652
Net plan assets at end of year (total assets less liabilities)2023-09-14$812,547
Net plan assets at beginning of year (total assets less liabilities)2023-09-14$824,199
Total contributions received or receivable from employer(s)2023-09-14$55,000
2022 : OHIO DRILLING EMPLOYEES PENSION TRUST 2022 401k financial data
Total income from all sources2022-09-14$-30,695
Expenses. Total of all expenses incurred2022-09-14$79,646
Benefits paid (including direct rollovers)2022-09-14$79,646
Total plan assets at end of year2022-09-14$824,199
Total plan assets at beginning of year2022-09-14$934,540
Value of fidelity bond covering the plan2022-09-14$200,000
Other income received2022-09-14$-70,695
Net income (gross income less expenses)2022-09-14$-110,341
Net plan assets at end of year (total assets less liabilities)2022-09-14$824,199
Net plan assets at beginning of year (total assets less liabilities)2022-09-14$934,540
Total contributions received or receivable from employer(s)2022-09-14$40,000
2021 : OHIO DRILLING EMPLOYEES PENSION TRUST 2021 401k financial data
Total income from all sources2021-09-14$94,946
Expenses. Total of all expenses incurred2021-09-14$36,504
Benefits paid (including direct rollovers)2021-09-14$36,504
Total plan assets at end of year2021-09-14$934,540
Total plan assets at beginning of year2021-09-14$876,098
Value of fidelity bond covering the plan2021-09-14$200,000
Other income received2021-09-14$54,946
Net income (gross income less expenses)2021-09-14$58,442
Net plan assets at end of year (total assets less liabilities)2021-09-14$934,540
Net plan assets at beginning of year (total assets less liabilities)2021-09-14$876,098
Total contributions received or receivable from employer(s)2021-09-14$40,000
2020 : OHIO DRILLING EMPLOYEES PENSION TRUST 2020 401k financial data
Total income from all sources2020-09-14$174,728
Expenses. Total of all expenses incurred2020-09-14$50,346
Benefits paid (including direct rollovers)2020-09-14$50,346
Total plan assets at end of year2020-09-14$876,098
Total plan assets at beginning of year2020-09-14$751,716
Value of fidelity bond covering the plan2020-09-14$200,000
Other income received2020-09-14$60,858
Net income (gross income less expenses)2020-09-14$124,382
Net plan assets at end of year (total assets less liabilities)2020-09-14$876,098
Net plan assets at beginning of year (total assets less liabilities)2020-09-14$751,716
Total contributions received or receivable from employer(s)2020-09-14$113,870
2019 : OHIO DRILLING EMPLOYEES PENSION TRUST 2019 401k financial data
Total income from all sources2019-09-14$236,786
Expenses. Total of all expenses incurred2019-09-14$53,379
Benefits paid (including direct rollovers)2019-09-14$53,379
Total plan assets at end of year2019-09-14$751,716
Total plan assets at beginning of year2019-09-14$568,309
Value of fidelity bond covering the plan2019-09-14$200,000
Other income received2019-09-14$19,736
Net income (gross income less expenses)2019-09-14$183,407
Net plan assets at end of year (total assets less liabilities)2019-09-14$751,716
Net plan assets at beginning of year (total assets less liabilities)2019-09-14$568,309
Total contributions received or receivable from employer(s)2019-09-14$217,050
2017 : OHIO DRILLING EMPLOYEES PENSION TRUST 2017 401k financial data
Total income from all sources2017-09-14$39,085
Expenses. Total of all expenses incurred2017-09-14$305,318
Benefits paid (including direct rollovers)2017-09-14$278,166
Total plan assets at end of year2017-09-14$712,316
Total plan assets at beginning of year2017-09-14$978,549
Value of fidelity bond covering the plan2017-09-14$200,000
Expenses. Other expenses not covered elsewhere2017-09-14$27,152
Other income received2017-09-14$-144,365
Net income (gross income less expenses)2017-09-14$-266,233
Net plan assets at end of year (total assets less liabilities)2017-09-14$712,316
Net plan assets at beginning of year (total assets less liabilities)2017-09-14$978,549
Total contributions received or receivable from employer(s)2017-09-14$183,450
2016 : OHIO DRILLING EMPLOYEES PENSION TRUST 2016 401k financial data
Total income from all sources2016-09-14$101,341
Expenses. Total of all expenses incurred2016-09-14$43,869
Benefits paid (including direct rollovers)2016-09-14$16,749
Total plan assets at end of year2016-09-14$978,549
Total plan assets at beginning of year2016-09-14$921,077
Value of fidelity bond covering the plan2016-09-14$200,000
Expenses. Other expenses not covered elsewhere2016-09-14$27,120
Other income received2016-09-14$34,459
Net income (gross income less expenses)2016-09-14$57,472
Net plan assets at end of year (total assets less liabilities)2016-09-14$978,549
Net plan assets at beginning of year (total assets less liabilities)2016-09-14$921,077
Total contributions received or receivable from employer(s)2016-09-14$66,882
2015 : OHIO DRILLING EMPLOYEES PENSION TRUST 2015 401k financial data
Total income from all sources2015-09-14$121,867
Expenses. Total of all expenses incurred2015-09-14$59,376
Benefits paid (including direct rollovers)2015-09-14$31,493
Total plan assets at end of year2015-09-14$921,077
Total plan assets at beginning of year2015-09-14$858,586
Value of fidelity bond covering the plan2015-09-14$200,000
Expenses. Other expenses not covered elsewhere2015-09-14$27,883
Other income received2015-09-14$67,540
Net income (gross income less expenses)2015-09-14$62,491
Net plan assets at end of year (total assets less liabilities)2015-09-14$921,077
Net plan assets at beginning of year (total assets less liabilities)2015-09-14$858,586
Total contributions received or receivable from employer(s)2015-09-14$54,327
2014 : OHIO DRILLING EMPLOYEES PENSION TRUST 2014 401k financial data
Total income from all sources2014-09-14$103,226
Expenses. Total of all expenses incurred2014-09-14$47,596
Benefits paid (including direct rollovers)2014-09-14$15,000
Total plan assets at end of year2014-09-14$858,586
Total plan assets at beginning of year2014-09-14$802,956
Value of fidelity bond covering the plan2014-09-14$200,000
Expenses. Other expenses not covered elsewhere2014-09-14$32,596
Other income received2014-09-14$47,869
Net income (gross income less expenses)2014-09-14$55,630
Net plan assets at end of year (total assets less liabilities)2014-09-14$858,586
Net plan assets at beginning of year (total assets less liabilities)2014-09-14$802,956
Total contributions received or receivable from employer(s)2014-09-14$55,357
2013 : OHIO DRILLING EMPLOYEES PENSION TRUST 2013 401k financial data
Total income from all sources2013-09-14$101,460
Expenses. Total of all expenses incurred2013-09-14$46,965
Benefits paid (including direct rollovers)2013-09-14$15,000
Total plan assets at end of year2013-09-14$802,956
Total plan assets at beginning of year2013-09-14$748,461
Value of fidelity bond covering the plan2013-09-14$200,000
Expenses. Other expenses not covered elsewhere2013-09-14$31,965
Other income received2013-09-14$48,008
Net income (gross income less expenses)2013-09-14$54,495
Net plan assets at end of year (total assets less liabilities)2013-09-14$802,956
Net plan assets at beginning of year (total assets less liabilities)2013-09-14$748,461
Total contributions received or receivable from employer(s)2013-09-14$53,452
2012 : OHIO DRILLING EMPLOYEES PENSION TRUST 2012 401k financial data
Total income from all sources2012-09-14$174,414
Expenses. Total of all expenses incurred2012-09-14$84,836
Benefits paid (including direct rollovers)2012-09-14$57,269
Total plan assets at end of year2012-09-14$748,461
Total plan assets at beginning of year2012-09-14$658,883
Value of fidelity bond covering the plan2012-09-14$200,000
Expenses. Other expenses not covered elsewhere2012-09-14$27,567
Other income received2012-09-14$84,505
Net income (gross income less expenses)2012-09-14$89,578
Net plan assets at end of year (total assets less liabilities)2012-09-14$748,461
Net plan assets at beginning of year (total assets less liabilities)2012-09-14$658,883
Total contributions received or receivable from employer(s)2012-09-14$89,909
2011 : OHIO DRILLING EMPLOYEES PENSION TRUST 2011 401k financial data
Total income from all sources2011-09-14$87,962
Expenses. Total of all expenses incurred2011-09-14$42,566
Benefits paid (including direct rollovers)2011-09-14$15,000
Total plan assets at end of year2011-09-14$658,883
Total plan assets at beginning of year2011-09-14$613,487
Value of fidelity bond covering the plan2011-09-14$200,000
Expenses. Other expenses not covered elsewhere2011-09-14$27,566
Other income received2011-09-14$14,148
Net income (gross income less expenses)2011-09-14$45,396
Net plan assets at end of year (total assets less liabilities)2011-09-14$658,883
Net plan assets at beginning of year (total assets less liabilities)2011-09-14$613,487
Total contributions received or receivable from employer(s)2011-09-14$73,814

Form 5500 Responses for OHIO DRILLING EMPLOYEES PENSION TRUST

2022: OHIO DRILLING EMPLOYEES PENSION TRUST 2022 form 5500 responses
2022-09-15Type of plan entitySingle employer plan
2022-09-15Submission has been amendedYes
2022-09-15Plan funding arrangement – InsuranceYes
2022-09-15Plan funding arrangement – TrustYes
2022-09-15Plan benefit arrangement – InsuranceYes
2022-09-15Plan benefit arrangement - TrustYes
2021: OHIO DRILLING EMPLOYEES PENSION TRUST 2021 form 5500 responses
2021-09-15Type of plan entitySingle employer plan
2021-09-15Plan funding arrangement – InsuranceYes
2021-09-15Plan funding arrangement – TrustYes
2021-09-15Plan benefit arrangement – InsuranceYes
2021-09-15Plan benefit arrangement - TrustYes
2020: OHIO DRILLING EMPLOYEES PENSION TRUST 2020 form 5500 responses
2020-09-15Type of plan entitySingle employer plan
2020-09-15Plan funding arrangement – InsuranceYes
2020-09-15Plan funding arrangement – TrustYes
2020-09-15Plan benefit arrangement – InsuranceYes
2020-09-15Plan benefit arrangement - TrustYes
2019: OHIO DRILLING EMPLOYEES PENSION TRUST 2019 form 5500 responses
2019-09-15Type of plan entitySingle employer plan
2019-09-15Plan funding arrangement – InsuranceYes
2019-09-15Plan funding arrangement – TrustYes
2019-09-15Plan benefit arrangement – InsuranceYes
2019-09-15Plan benefit arrangement - TrustYes
2018: OHIO DRILLING EMPLOYEES PENSION TRUST 2018 form 5500 responses
2018-09-15Type of plan entitySingle employer plan
2018-09-15Plan funding arrangement – InsuranceYes
2018-09-15Plan funding arrangement – TrustYes
2018-09-15Plan benefit arrangement – InsuranceYes
2018-09-15Plan benefit arrangement - TrustYes
2017: OHIO DRILLING EMPLOYEES PENSION TRUST 2017 form 5500 responses
2017-09-15Type of plan entitySingle employer plan
2017-09-15Plan funding arrangement – InsuranceYes
2017-09-15Plan funding arrangement – TrustYes
2017-09-15Plan benefit arrangement – InsuranceYes
2017-09-15Plan benefit arrangement - TrustYes
2016: OHIO DRILLING EMPLOYEES PENSION TRUST 2016 form 5500 responses
2016-09-15Type of plan entitySingle employer plan
2016-09-15Plan funding arrangement – InsuranceYes
2016-09-15Plan funding arrangement – TrustYes
2016-09-15Plan benefit arrangement – InsuranceYes
2016-09-15Plan benefit arrangement - TrustYes
2015: OHIO DRILLING EMPLOYEES PENSION TRUST 2015 form 5500 responses
2015-09-15Type of plan entitySingle employer plan
2015-09-15Plan funding arrangement – InsuranceYes
2015-09-15Plan funding arrangement – TrustYes
2015-09-15Plan benefit arrangement – InsuranceYes
2015-09-15Plan benefit arrangement - TrustYes
2014: OHIO DRILLING EMPLOYEES PENSION TRUST 2014 form 5500 responses
2014-09-15Type of plan entitySingle employer plan
2014-09-15Plan funding arrangement – InsuranceYes
2014-09-15Plan funding arrangement – TrustYes
2014-09-15Plan benefit arrangement – InsuranceYes
2014-09-15Plan benefit arrangement - TrustYes
2013: OHIO DRILLING EMPLOYEES PENSION TRUST 2013 form 5500 responses
2013-09-15Type of plan entitySingle employer plan
2013-09-15Plan funding arrangement – InsuranceYes
2013-09-15Plan funding arrangement – TrustYes
2013-09-15Plan benefit arrangement – InsuranceYes
2013-09-15Plan benefit arrangement - TrustYes
2012: OHIO DRILLING EMPLOYEES PENSION TRUST 2012 form 5500 responses
2012-09-15Type of plan entitySingle employer plan
2012-09-15Plan funding arrangement – InsuranceYes
2012-09-15Plan funding arrangement – TrustYes
2012-09-15Plan benefit arrangement – InsuranceYes
2012-09-15Plan benefit arrangement - TrustYes
2011: OHIO DRILLING EMPLOYEES PENSION TRUST 2011 form 5500 responses
2011-09-15Type of plan entitySingle employer plan
2011-09-15Plan funding arrangement – InsuranceYes
2011-09-15Plan funding arrangement – TrustYes
2011-09-15Plan benefit arrangement – InsuranceYes
2011-09-15Plan benefit arrangement - TrustYes
2010: OHIO DRILLING EMPLOYEES PENSION TRUST 2010 form 5500 responses
2010-09-15Type of plan entitySingle employer plan
2010-09-15Plan funding arrangement – InsuranceYes
2010-09-15Plan funding arrangement – TrustYes
2010-09-15Plan benefit arrangement – InsuranceYes
2010-09-15Plan benefit arrangement - TrustYes
2009: OHIO DRILLING EMPLOYEES PENSION TRUST 2009 form 5500 responses
2009-09-15Type of plan entitySingle employer plan
2009-09-15Submission has been amendedYes
2009-09-15Plan funding arrangement – InsuranceYes
2009-09-15Plan funding arrangement – TrustYes
2009-09-15Plan benefit arrangement – InsuranceYes
2009-09-15Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 )
Policy contract numberE1828989
Policy instance 1
THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 )
Policy contract numberE1828989
Policy instance 1
THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 )
Policy contract numberE1828989
Policy instance 1
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number
Policy instance 1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number
Policy instance 2
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number308625483
Policy instance 3
THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 )
Policy contract numberE1828989
Policy instance 4
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number
Policy instance 5
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number308625483
Policy instance 3
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number
Policy instance 1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number
Policy instance 2
THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 )
Policy contract numberE1828989
Policy instance 4
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number
Policy instance 5
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number
Policy instance 1
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number308625483
Policy instance 3
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number
Policy instance 5
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number
Policy instance 2
THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 )
Policy contract numberE1828989
Policy instance 4
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number
Policy instance 5
THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 )
Policy contract numberE1828989
Policy instance 4
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number
Policy instance 1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number
Policy instance 2
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number308625483
Policy instance 3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number308625483
Policy instance 3
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number
Policy instance 1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number
Policy instance 2
THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 )
Policy contract numberE1828989
Policy instance 4
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number
Policy instance 1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number
Policy instance 2
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number308625483
Policy instance 3
THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 )
Policy contract numberE1828989
Policy instance 4
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number308625483
Policy instance 3
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number
Policy instance 1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number
Policy instance 2
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number
Policy instance 2
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number308625483
Policy instance 3
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number
Policy instance 1

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