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THE ACKERMAN EMPLOYEE BENEFIT TRUST 401k Plan overview

Plan NameTHE ACKERMAN EMPLOYEE BENEFIT TRUST
Plan identification number 501

THE ACKERMAN EMPLOYEE BENEFIT TRUST Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental

401k Sponsoring company profile

ACKERMAN OIL CO. INC. has sponsored the creation of one or more 401k plans.

Company Name:ACKERMAN OIL CO. INC.
Employer identification number (EIN):351181263
NAIC Classification:424700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE ACKERMAN EMPLOYEE BENEFIT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-11-01MICHAEL E. ACKERMAN2024-08-12
5012021-11-01MICHAEL E. ACKERMAN2023-08-11
5012020-11-01MICHAEL E. ACKERMAN2022-02-04
5012019-11-01MICHAEL E. ACKERMAN2021-07-12
5012018-11-01MICHAEL E. ACKERMAN2020-07-10
5012017-11-01MICHAEL E. ACKERMAN2019-06-27
5012016-11-01MICHAEL E. ACKERMAN2018-06-26
5012015-11-01MICHAEL E. ACKERMAN2017-08-10
5012014-11-01MICHAEL E. ACKERMAN2016-08-12
5012013-11-01MICHAEL E. ACKERMAN2015-08-17
5012012-11-01MICHAEL E. ACKERMAN2014-07-31
5012011-11-01MICHAEL E. ACKERMAN2013-04-15 MICHAEL E. ACKERMAN2013-04-15
5012008-11-01

Financial Data on THE ACKERMAN EMPLOYEE BENEFIT TRUST

Measure Date Value
2011 : THE ACKERMAN EMPLOYEE BENEFIT TRUST 2011 401k financial data
Total plan liabilities at end of year2011-10-31$7,000
Total plan liabilities at beginning of year2011-10-31$4,000
Total income from all sources2011-10-31$0
Expenses. Total of all expenses incurred2011-10-31$0
Benefits paid (including direct rollovers)2011-10-31$214,747
Total plan assets at end of year2011-10-31$305,479
Total plan assets at beginning of year2011-10-31$298,417
Value of fidelity bond covering the plan2011-10-31$500,000
Total contributions received or receivable from participants2011-10-31$107,429
Other income received2011-10-31$41,886
Net income (gross income less expenses)2011-10-31$0
Net plan assets at end of year (total assets less liabilities)2011-10-31$0
Net plan assets at beginning of year (total assets less liabilities)2011-10-31$0
Total contributions received or receivable from employer(s)2011-10-31$181,477
Value of certain deemed distributions of participant loans2011-10-31$10,375
Expenses. Administrative service providers (salaries,fees and commissions)2011-10-31$101,608

Form 5500 Responses for THE ACKERMAN EMPLOYEE BENEFIT TRUST

2008: THE ACKERMAN EMPLOYEE BENEFIT TRUST 2008 form 5500 responses
2008-11-01Type of plan entitySingle employer plan
2008-11-01Submission has been amendedNo
2008-11-01This submission is the final filingNo
2008-11-01This return/report is a short plan year return/report (less than 12 months)No
2008-11-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract number037237 7
Policy instance 1
Insurance contract or identification number037237 7
Number of Individuals Covered64
Insurance policy start date2010-11-01
Insurance policy end date2011-10-31
Total amount of commissions paid to insurance brokerUSD $7,612
Total amount of fees paid to insurance companyUSD $0
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?No
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
Welfare Benefit Premiums Paid to CarrierUSD $87,498
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract number00605328
Policy instance 2
Insurance contract or identification number00605328
Number of Individuals Covered64
Insurance policy start date2010-11-01
Insurance policy end date2011-10-31
Total amount of commissions paid to insurance brokerUSD $830
Total amount of fees paid to insurance companyUSD $0
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?No
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $4,118
EXPRESS SCRIPTS, INC. (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number2009
Policy instance 3
Insurance contract or identification number2009
Number of Individuals Covered64
Insurance policy start date2010-11-01
Insurance policy end date2011-10-31
Total amount of commissions paid to insurance brokerUSD $886
Total amount of fees paid to insurance companyUSD $0
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?No
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
Welfare Benefit Premiums Paid to CarrierUSD $0
PATOKA VALLEY HEALTH CARE (National Association of Insurance Commissioners NAIC id number: 85561 )
Policy contract number2010
Policy instance 4
Insurance contract or identification number2010
Number of Individuals Covered64
Insurance policy start date2010-11-01
Insurance policy end date2011-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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?No
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
Other welfare benefits providedPPO FEES
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,798

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