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BN ROBLEDO INC. PENSION TRANSFER TRUST PLAN 401k Plan overview

Plan NameBN ROBLEDO INC. PENSION TRANSFER TRUST PLAN
Plan identification number 001

BN ROBLEDO INC. PENSION TRANSFER TRUST PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

B.N. ROBLEDO, INC. has sponsored the creation of one or more 401k plans.

Company Name:B.N. ROBLEDO, INC.
Employer identification number (EIN):452505745
NAIC Classification:523900

Additional information about B.N. ROBLEDO, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2011-06-08
Company Identification Number: 0801436367
Legal Registered Office Address: 10213 PILLOT ST

HOUSTON
United States of America (USA)
77029

More information about B.N. ROBLEDO, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BN ROBLEDO INC. PENSION TRANSFER TRUST PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JUAN ROBLEDO
0012016-01-01JUAN ROBLEDO
0012015-01-01JUAN ROBLEDO
0012014-01-01JUAN ROBLEDO
0012013-01-01JUAN ROBLEDO
0012012-01-01JUAN ROBLEDO
0012011-01-01JUAN ROBLEDO

Plan Statistics for BN ROBLEDO INC. PENSION TRANSFER TRUST PLAN

401k plan membership statisitcs for BN ROBLEDO INC. PENSION TRANSFER TRUST PLAN

Measure Date Value
2022: BN ROBLEDO INC. PENSION TRANSFER TRUST PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-014
Total number of active participants reported on line 7a of the Form 55002022-01-014
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-014
Number of participants with account balances2022-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: BN ROBLEDO INC. PENSION TRANSFER TRUST PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-014
Total number of active participants reported on line 7a of the Form 55002021-01-014
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-014
Number of participants with account balances2021-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BN ROBLEDO INC. PENSION TRANSFER TRUST PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-014
Total number of active participants reported on line 7a of the Form 55002020-01-014
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-014
Number of participants with account balances2020-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BN ROBLEDO INC. PENSION TRANSFER TRUST PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-014
Total number of active participants reported on line 7a of the Form 55002019-01-014
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-014
Number of participants with account balances2019-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BN ROBLEDO INC. PENSION TRANSFER TRUST PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-014
Total number of active participants reported on line 7a of the Form 55002018-01-014
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-014
Number of participants with account balances2018-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BN ROBLEDO INC. PENSION TRANSFER TRUST PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-014
Total number of active participants reported on line 7a of the Form 55002017-01-014
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-014
Number of participants with account balances2017-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BN ROBLEDO INC. PENSION TRANSFER TRUST PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014
Total number of active participants reported on line 7a of the Form 55002016-01-014
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-014
Number of participants with account balances2016-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BN ROBLEDO INC. PENSION TRANSFER TRUST PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014
Total number of active participants reported on line 7a of the Form 55002015-01-014
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-014
Number of participants with account balances2015-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BN ROBLEDO INC. PENSION TRANSFER TRUST PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014
Total number of active participants reported on line 7a of the Form 55002014-01-014
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-014
Number of participants with account balances2014-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BN ROBLEDO INC. PENSION TRANSFER TRUST PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-014
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-014
Number of participants with account balances2013-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BN ROBLEDO INC. PENSION TRANSFER TRUST PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011
Total number of active participants reported on line 7a of the Form 55002012-01-012
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 participants2012-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012
Number of participants with account balances2012-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BN ROBLEDO INC. PENSION TRANSFER TRUST PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-010
Total number of active participants reported on line 7a of the Form 55002011-01-011
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011
Number of participants with account balances2011-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on BN ROBLEDO INC. PENSION TRANSFER TRUST PLAN

Measure Date Value
2022 : BN ROBLEDO INC. PENSION TRANSFER TRUST PLAN 2022 401k financial data
Total plan liabilities at beginning of year2022-12-31$1,050
Total income from all sources2022-12-31$-8,340
Expenses. Total of all expenses incurred2022-12-31$1
Total plan assets at end of year2022-12-31$200,016
Total plan assets at beginning of year2022-12-31$209,407
Value of fidelity bond covering the plan2022-12-31$20,000
Other income received2022-12-31$-8,588
Net income (gross income less expenses)2022-12-31$-8,341
Net plan assets at end of year (total assets less liabilities)2022-12-31$200,016
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$208,357
Assets. Value of employer securities2022-12-31$198,200
Total contributions received or receivable from employer(s)2022-12-31$248
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$1
2021 : BN ROBLEDO INC. PENSION TRANSFER TRUST PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$1,050
Total plan liabilities at beginning of year2021-12-31$1,050
Total income from all sources2021-12-31$1,802
Expenses. Total of all expenses incurred2021-12-31$2
Total plan assets at end of year2021-12-31$209,407
Total plan assets at beginning of year2021-12-31$207,607
Other income received2021-12-31$1,749
Net income (gross income less expenses)2021-12-31$1,800
Net plan assets at end of year (total assets less liabilities)2021-12-31$208,357
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$206,557
Assets. Value of employer securities2021-12-31$206,500
Total contributions received or receivable from employer(s)2021-12-31$53
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$2
2020 : BN ROBLEDO INC. PENSION TRANSFER TRUST PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$1,050
Total plan liabilities at beginning of year2020-12-31$1,050
Total income from all sources2020-12-31$10,178
Expenses. Total of all expenses incurred2020-12-31$1
Total plan assets at end of year2020-12-31$207,607
Total plan assets at beginning of year2020-12-31$197,430
Value of fidelity bond covering the plan2020-12-31$20,000
Other income received2020-12-31$10,178
Net income (gross income less expenses)2020-12-31$10,177
Net plan assets at end of year (total assets less liabilities)2020-12-31$206,557
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$196,380
Assets. Value of employer securities2020-12-31$205,000
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$1
2019 : BN ROBLEDO INC. PENSION TRANSFER TRUST PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$1,050
Total plan liabilities at beginning of year2019-12-31$1,050
Total income from all sources2019-12-31$15,249
Expenses. Total of all expenses incurred2019-12-31$1
Total plan assets at end of year2019-12-31$197,430
Total plan assets at beginning of year2019-12-31$182,182
Value of fidelity bond covering the plan2019-12-31$20,000
Other income received2019-12-31$15,249
Net income (gross income less expenses)2019-12-31$15,248
Net plan assets at end of year (total assets less liabilities)2019-12-31$196,380
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$181,132
Assets. Value of employer securities2019-12-31$195,000
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$1
2018 : BN ROBLEDO INC. PENSION TRANSFER TRUST PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$1,050
Total plan liabilities at beginning of year2018-12-31$1,050
Total income from all sources2018-12-31$-98
Expenses. Total of all expenses incurred2018-12-31$1
Total plan assets at end of year2018-12-31$182,182
Total plan assets at beginning of year2018-12-31$182,281
Value of fidelity bond covering the plan2018-12-31$20,000
Other income received2018-12-31$-98
Net income (gross income less expenses)2018-12-31$-99
Net plan assets at end of year (total assets less liabilities)2018-12-31$181,132
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$181,231
Assets. Value of employer securities2018-12-31$180,000
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$1
2017 : BN ROBLEDO INC. PENSION TRANSFER TRUST PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$1,050
Total plan liabilities at beginning of year2017-12-31$1,050
Total income from all sources2017-12-31$176
Total plan assets at end of year2017-12-31$182,281
Total plan assets at beginning of year2017-12-31$182,105
Value of fidelity bond covering the plan2017-12-31$20,000
Other income received2017-12-31$176
Net income (gross income less expenses)2017-12-31$176
Net plan assets at end of year (total assets less liabilities)2017-12-31$181,231
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$181,055
Assets. Value of employer securities2017-12-31$180,000
2016 : BN ROBLEDO INC. PENSION TRANSFER TRUST PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$1,050
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$92
Expenses. Total of all expenses incurred2016-12-31$1,051
Total plan assets at end of year2016-12-31$182,105
Total plan assets at beginning of year2016-12-31$182,014
Value of fidelity bond covering the plan2016-12-31$20,000
Other income received2016-12-31$92
Net income (gross income less expenses)2016-12-31$-959
Net plan assets at end of year (total assets less liabilities)2016-12-31$181,055
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$182,014
Assets. Value of employer securities2016-12-31$180,000
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$1,051
2015 : BN ROBLEDO INC. PENSION TRANSFER TRUST PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total income from all sources2015-12-31$84,069
Expenses. Total of all expenses incurred2015-12-31$1
Total plan assets at end of year2015-12-31$182,014
Total plan assets at beginning of year2015-12-31$97,946
Value of fidelity bond covering the plan2015-12-31$20,000
Other income received2015-12-31$84,069
Net income (gross income less expenses)2015-12-31$84,068
Net plan assets at end of year (total assets less liabilities)2015-12-31$182,014
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$97,946
Assets. Value of employer securities2015-12-31$180,000
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$1
2014 : BN ROBLEDO INC. PENSION TRANSFER TRUST PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$14,002
Expenses. Total of all expenses incurred2014-12-31$2
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$97,946
Total plan assets at beginning of year2014-12-31$83,946
Value of fidelity bond covering the plan2014-12-31$20,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$14,002
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$14,000
Net plan assets at end of year (total assets less liabilities)2014-12-31$97,946
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$83,946
Assets. Value of employer securities2014-12-31$95,900
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$2
2013 : BN ROBLEDO INC. PENSION TRANSFER TRUST PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$9
Expenses. Total of all expenses incurred2013-12-31$3
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$83,946
Total plan assets at beginning of year2013-12-31$83,940
Value of fidelity bond covering the plan2013-12-31$20,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$9
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$6
Net plan assets at end of year (total assets less liabilities)2013-12-31$83,946
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$83,940
Assets. Value of employer securities2013-12-31$81,900
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$3
2012 : BN ROBLEDO INC. PENSION TRANSFER TRUST PLAN 2012 401k financial data
Total income from all sources2012-12-31$-104,794
Expenses. Total of all expenses incurred2012-12-31$0
Total plan assets at end of year2012-12-31$83,940
Total plan assets at beginning of year2012-12-31$188,734
Value of fidelity bond covering the plan2012-12-31$1,000,000
Other income received2012-12-31$-105,784
Net income (gross income less expenses)2012-12-31$-104,794
Net plan assets at end of year (total assets less liabilities)2012-12-31$83,940
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$188,734
Assets. Value of employer securities2012-12-31$81,900
Total contributions received or receivable from employer(s)2012-12-31$990
2011 : BN ROBLEDO INC. PENSION TRANSFER TRUST PLAN 2011 401k financial data
Total income from all sources2011-12-31$195,584
Expenses. Total of all expenses incurred2011-12-31$6,850
Total plan assets at end of year2011-12-31$188,734
Total plan assets at beginning of year2011-12-31$0
Value of fidelity bond covering the plan2011-12-31$1,000,000
Contributions received from other sources (not participants or employers)2011-12-31$195,584
Net income (gross income less expenses)2011-12-31$188,734
Net plan assets at end of year (total assets less liabilities)2011-12-31$188,734
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$0
Assets. Value of employer securities2011-12-31$187,684
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$6,850

Form 5500 Responses for BN ROBLEDO INC. PENSION TRANSFER TRUST PLAN

2022: BN ROBLEDO INC. PENSION TRANSFER TRUST PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BN ROBLEDO INC. PENSION TRANSFER TRUST PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BN ROBLEDO INC. PENSION TRANSFER TRUST PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BN ROBLEDO INC. PENSION TRANSFER TRUST PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BN ROBLEDO INC. PENSION TRANSFER TRUST PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BN ROBLEDO INC. PENSION TRANSFER TRUST PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BN ROBLEDO INC. PENSION TRANSFER TRUST PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BN ROBLEDO INC. PENSION TRANSFER TRUST PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BN ROBLEDO INC. PENSION TRANSFER TRUST PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BN ROBLEDO INC. PENSION TRANSFER TRUST PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BN ROBLEDO INC. PENSION TRANSFER TRUST PLAN 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 filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BN ROBLEDO INC. PENSION TRANSFER TRUST PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01First time form 5500 has been submittedYes
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 planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 1
Insurance contract or identification number1260073-01
Number of Individuals Covered334
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 1
Insurance contract or identification number1260073-01
Number of Individuals Covered288
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 1
Insurance contract or identification number1260073-01
Number of Individuals Covered257
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $83
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $83
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 1
Insurance contract or identification number1260073-01
Number of Individuals Covered254
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $786
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $786
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 1
Insurance contract or identification number1260073-01
Number of Individuals Covered236
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $556
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $556
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 1
Insurance contract or identification number1260073-01
Number of Individuals Covered229
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $369
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $369
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY, INC.
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 1
Insurance contract or identification number1260073-01
Number of Individuals Covered235
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $420
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $420
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY, INC.
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number300169-000
Policy instance 1
Insurance contract or identification number300169-000
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-06-26
Total amount of commissions paid to insurance brokerUSD $8,100
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,100
Additional information about fees paid to insurance brokerINSURANCE AGENT
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY, INC.
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 2
Insurance contract or identification number1260073-01
Number of Individuals Covered274
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $75
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $75
Additional information about fees paid to insurance brokerINSURANCE AGENT
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY, INC.

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