Logo

SUPERIOR REFINING COMPANY DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameSUPERIOR REFINING COMPANY DEFINED BENEFIT PENSION PLAN
Plan identification number 300

SUPERIOR REFINING COMPANY DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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).

401k Sponsoring company profile

SUPERIOR REFINING COMPANY LLC has sponsored the creation of one or more 401k plans.

Company Name:SUPERIOR REFINING COMPANY LLC
Employer identification number (EIN):800744653
NAIC Classification:324110
NAIC Description:Petroleum Refineries

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUPERIOR REFINING COMPANY DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3002023-01-01
3002022-01-01
3002021-01-01
3002021-01-01
3002020-01-01
3002019-01-01
3002018-01-01
3002018-01-01
3002017-01-01JUDY GAVALAS

Plan Statistics for SUPERIOR REFINING COMPANY DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for SUPERIOR REFINING COMPANY DEFINED BENEFIT PENSION PLAN

Measure Date Value
2023: SUPERIOR REFINING COMPANY DEFINED BENEFIT PENSION PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01201
Total number of active participants reported on line 7a of the Form 55002023-01-0165
Number of retired or separated participants receiving benefits2023-01-0198
Number of other retired or separated participants entitled to future benefits2023-01-0112
Total of all active and inactive participants2023-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0126
Total participants2023-01-01201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: SUPERIOR REFINING COMPANY DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-3125,333,383
Acturial value of plan assets2022-12-3124,154,401
Funding target for retired participants and beneficiaries receiving payment2022-12-3115,422,377
Number of terminated vested participants2022-12-3113
Fundng target for terminated vested participants2022-12-31460,514
Active participant vested funding target2022-12-314,940,170
Number of active participants2022-12-3178
Total funding liabilities for active participants2022-12-315,163,337
Total participant count2022-12-31206
Total funding target for all participants2022-12-3121,046,228
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-31102,397
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-31108,080
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-312,560,000
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-312,347,057
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-310
Net shortfall amortization installment of oustanding balance2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-312,347,057
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01204
Total number of active participants reported on line 7a of the Form 55002022-01-0172
Number of retired or separated participants receiving benefits2022-01-0190
Number of other retired or separated participants entitled to future benefits2022-01-0114
Total of all active and inactive participants2022-01-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0125
Total participants2022-01-01201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SUPERIOR REFINING COMPANY DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-3125,194,460
Acturial value of plan assets2021-12-3122,675,014
Funding target for retired participants and beneficiaries receiving payment2021-12-3114,325,621
Number of terminated vested participants2021-12-3113
Fundng target for terminated vested participants2021-12-31657,329
Active participant vested funding target2021-12-315,485,063
Number of active participants2021-12-3183
Total funding liabilities for active participants2021-12-315,728,695
Total participant count2021-12-31207
Total funding target for all participants2021-12-3120,711,645
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-311,429
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-311,505
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-31104,592
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31102,397
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-3110,000
Net shortfall amortization installment of oustanding balance2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-31102,397
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01205
Total number of active participants reported on line 7a of the Form 55002021-01-0178
Number of retired or separated participants receiving benefits2021-01-0188
Number of other retired or separated participants entitled to future benefits2021-01-0112
Total of all active and inactive participants2021-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0126
Total participants2021-01-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SUPERIOR REFINING COMPANY DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-3122,738,314
Acturial value of plan assets2020-12-3121,340,866
Funding target for retired participants and beneficiaries receiving payment2020-12-3115,625,258
Number of terminated vested participants2020-12-3112
Fundng target for terminated vested participants2020-12-31406,845
Active participant vested funding target2020-12-315,326,631
Number of active participants2020-12-3183
Total funding liabilities for active participants2020-12-315,590,908
Total participant count2020-12-31210
Total funding target for all participants2020-12-3121,623,011
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-311,185
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-311,250
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-31215,494
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31210,613
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-310
Net shortfall amortization installment of oustanding balance2020-12-31282,145
Total funding amount beforereflecting carryover/prefunding balances2020-12-31209,184
Additional cash requirement2020-12-31209,184
Contributions allocatedtoward minimum required contributions for current year2020-12-31210,613
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01208
Total number of active participants reported on line 7a of the Form 55002020-01-0183
Number of retired or separated participants receiving benefits2020-01-0185
Number of other retired or separated participants entitled to future benefits2020-01-0112
Total of all active and inactive participants2020-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0125
Total participants2020-01-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SUPERIOR REFINING COMPANY DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-3119,468,616
Acturial value of plan assets2019-12-3120,414,878
Funding target for retired participants and beneficiaries receiving payment2019-12-3114,199,088
Number of terminated vested participants2019-12-3114
Fundng target for terminated vested participants2019-12-31629,580
Active participant vested funding target2019-12-316,331,148
Number of active participants2019-12-31110
Total funding liabilities for active participants2019-12-316,621,215
Total participant count2019-12-31213
Total funding target for all participants2019-12-3121,449,883
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-311,096
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-311,158
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-31395,204
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31378,173
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-310
Net shortfall amortization installment of oustanding balance2019-12-311,035,005
Total funding amount beforereflecting carryover/prefunding balances2019-12-31376,988
Additional cash requirement2019-12-31376,988
Contributions allocatedtoward minimum required contributions for current year2019-12-31378,173
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01211
Total number of active participants reported on line 7a of the Form 55002019-01-0183
Number of retired or separated participants receiving benefits2019-01-0187
Number of other retired or separated participants entitled to future benefits2019-01-0111
Total of all active and inactive participants2019-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0127
Total participants2019-01-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SUPERIOR REFINING COMPANY DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-3121,820,044
Acturial value of plan assets2018-12-3120,425,489
Funding target for retired participants and beneficiaries receiving payment2018-12-3113,890,164
Number of terminated vested participants2018-12-3114
Fundng target for terminated vested participants2018-12-31581,753
Active participant vested funding target2018-12-316,531,624
Number of active participants2018-12-3194
Total funding liabilities for active participants2018-12-316,851,546
Total participant count2018-12-31214
Total funding target for all participants2018-12-3121,323,463
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-311,650,253
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-311,747,123
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-31336,904
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31324,300
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3114,548
Net shortfall amortization installment of oustanding balance2018-12-31897,974
Total funding amount beforereflecting carryover/prefunding balances2018-12-31323,204
Additional cash requirement2018-12-31323,204
Contributions allocatedtoward minimum required contributions for current year2018-12-31324,300
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01212
Total number of active participants reported on line 7a of the Form 55002018-01-0189
Number of retired or separated participants receiving benefits2018-01-0179
Number of other retired or separated participants entitled to future benefits2018-01-0113
Total of all active and inactive participants2018-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0130
Total participants2018-01-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SUPERIOR REFINING COMPANY DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-3118,082,514
Acturial value of plan assets2017-12-3118,332,490
Funding target for retired participants and beneficiaries receiving payment2017-12-3112,744,312
Number of terminated vested participants2017-12-3113
Fundng target for terminated vested participants2017-12-31474,452
Active participant vested funding target2017-12-316,637,612
Number of active participants2017-12-3199
Total funding liabilities for active participants2017-12-316,993,322
Total participant count2017-12-31214
Total funding target for all participants2017-12-3120,212,086
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-31648
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31687
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-312,187,408
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-312,087,935
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3123,898
Net shortfall amortization installment of oustanding balance2017-12-311,879,596
Total funding amount beforereflecting carryover/prefunding balances2017-12-31437,682
Additional cash requirement2017-12-31437,682
Contributions allocatedtoward minimum required contributions for current year2017-12-312,087,935
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01212
Total number of active participants reported on line 7a of the Form 55002017-01-0194
Number of retired or separated participants receiving benefits2017-01-0178
Number of other retired or separated participants entitled to future benefits2017-01-0113
Total of all active and inactive participants2017-01-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0127
Total participants2017-01-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010

Financial Data on SUPERIOR REFINING COMPANY DEFINED BENEFIT PENSION PLAN

Measure Date Value
2023 : SUPERIOR REFINING COMPANY DEFINED BENEFIT PENSION PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$2,312,595
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$1,493,625
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,493,625
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$24,800
Value of total assets at end of year2023-12-31$21,835,287
Value of total assets at beginning of year2023-12-31$21,016,317
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$0
Total interest from all sources2023-12-31$2,155
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Participant contributions at end of year2023-12-31$0
Participant contributions at beginning of year2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$162
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$139
Other income not declared elsewhere2023-12-31$60,369
Total non interest bearing cash at end of year2023-12-31$0
Total non interest bearing cash at beginning of year2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$818,970
Value of net assets at end of year (total assets less liabilities)2023-12-31$21,835,287
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$21,016,317
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in common/collective trusts at end of year2023-12-31$21,665,325
Value of interest in common/collective trusts at beginning of year2023-12-31$18,311,178
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$145,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$145,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$145,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$2,155
Net investment gain or loss from common/collective trusts2023-12-31$2,225,271
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31Yes
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$24,800
Employer contributions (assets) at end of year2023-12-31$24,800
Employer contributions (assets) at beginning of year2023-12-31$2,560,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,493,625
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2023-12-31134008324
2022 : SUPERIOR REFINING COMPANY DEFINED BENEFIT PENSION PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,840,694
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,476,372
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,476,372
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,560,000
Value of total assets at end of year2022-12-31$21,016,317
Value of total assets at beginning of year2022-12-31$25,333,383
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$0
Total interest from all sources2022-12-31$585
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$0
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$139
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-4,317,066
Value of net assets at end of year (total assets less liabilities)2022-12-31$21,016,317
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$25,333,383
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$0
Interest on participant loans2022-12-31$0
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$0
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$18,311,178
Value of interest in common/collective trusts at beginning of year2022-12-31$25,188,382
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$145,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$145,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$145,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$585
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$0
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$-5,401,279
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,560,000
Employer contributions (assets) at end of year2022-12-31$2,560,000
Employer contributions (assets) at beginning of year2022-12-31$0
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,476,372
Contract administrator fees2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2022-12-31134008324
2021 : SUPERIOR REFINING COMPANY DEFINED BENEFIT PENSION PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$0
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Expenses. Interest paid2021-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,573,997
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,435,074
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,435,074
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Value of total corrective distributions2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$104,592
Value of total assets at end of year2021-12-31$25,333,383
Value of total assets at beginning of year2021-12-31$25,194,460
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$6
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$0
Administrative expenses professional fees incurred2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$0
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$138,923
Value of net assets at end of year (total assets less liabilities)2021-12-31$25,333,383
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$25,194,460
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$0
Interest on participant loans2021-12-31$0
Income. Interest from loans (other than to participants)2021-12-31$0
Interest earned on other investments2021-12-31$0
Income. Interest from US Government securities2021-12-31$0
Income. Interest from corporate debt instruments2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$25,188,382
Value of interest in common/collective trusts at beginning of year2021-12-31$25,049,460
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$145,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$145,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$145,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$6
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$0
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$1,469,399
Net gain/loss from 103.12 investment entities2021-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$104,592
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Income. Dividends from preferred stock2021-12-31$0
Income. Dividends from common stock2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,435,074
Contract administrator fees2021-12-31$0
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$0
Aggregate carrying amount (costs) on sale of assets2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2021-12-31134008324
2020 : SUPERIOR REFINING COMPANY DEFINED BENEFIT PENSION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$1,020,778
Total unrealized appreciation/depreciation of assets2020-12-31$1,020,778
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,864,178
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,410,547
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,410,547
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$215,494
Value of total assets at end of year2020-12-31$25,194,460
Value of total assets at beginning of year2020-12-31$22,740,829
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$59
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$32
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,453,631
Value of net assets at end of year (total assets less liabilities)2020-12-31$25,194,460
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$22,740,829
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Interest earned on other investments2020-12-31$59
Value of interest in common/collective trusts at end of year2020-12-31$25,049,460
Value of interest in common/collective trusts at beginning of year2020-12-31$22,442,996
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$145,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$145,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$145,000
Net investment gain/loss from pooled separate accounts2020-12-31$2,627,847
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$215,494
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$152,801
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,410,547
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31KPMG LLP
Accountancy firm EIN2020-12-31135565207
2019 : SUPERIOR REFINING COMPANY DEFINED BENEFIT PENSION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$3,964,965
Total unrealized appreciation/depreciation of assets2019-12-31$3,964,965
Total unrealized appreciation/depreciation of assets2019-12-31$3,964,965
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$4,671,178
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,400,479
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,400,479
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,400,479
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$395,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$395,204
Value of total assets at end of year2019-12-31$22,740,829
Value of total assets at end of year2019-12-31$22,740,829
Value of total assets at beginning of year2019-12-31$19,470,130
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$485
Total interest from all sources2019-12-31$485
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
Value of fidelity bond cover2019-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$32
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$55
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$55
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,270,699
Value of net income/loss2019-12-31$3,270,699
Value of net assets at end of year (total assets less liabilities)2019-12-31$22,740,829
Value of net assets at end of year (total assets less liabilities)2019-12-31$22,740,829
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$19,470,130
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Interest earned on other investments2019-12-31$485
Interest earned on other investments2019-12-31$485
Value of interest in common/collective trusts at end of year2019-12-31$22,442,996
Value of interest in common/collective trusts at end of year2019-12-31$22,442,996
Value of interest in common/collective trusts at beginning of year2019-12-31$19,231,033
Value of interest in common/collective trusts at beginning of year2019-12-31$19,231,033
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$145,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$145,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$121,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$121,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$121,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$121,000
Net investment gain/loss from pooled separate accounts2019-12-31$310,524
Net investment gain/loss from pooled separate accounts2019-12-31$310,524
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$395,204
Contributions received in cash from employer2019-12-31$395,204
Employer contributions (assets) at end of year2019-12-31$152,801
Employer contributions (assets) at end of year2019-12-31$152,801
Employer contributions (assets) at beginning of year2019-12-31$118,042
Employer contributions (assets) at beginning of year2019-12-31$118,042
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,400,479
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,400,479
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31KPMG LLP
Accountancy firm name2019-12-31KPMG LLP
Accountancy firm EIN2019-12-31135565207
Accountancy firm EIN2019-12-31135565207
2018 : SUPERIOR REFINING COMPANY DEFINED BENEFIT PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-2,781,917
Total unrealized appreciation/depreciation of assets2018-12-31$-2,781,917
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-1,044,140
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,305,774
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,305,774
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$336,904
Value of total assets at end of year2018-12-31$19,470,130
Value of total assets at beginning of year2018-12-31$21,820,044
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$430
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$55
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$189
Other income not declared elsewhere2018-12-31$19,126
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,349,914
Value of net assets at end of year (total assets less liabilities)2018-12-31$19,470,130
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$21,820,044
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Interest earned on other investments2018-12-31$430
Value of interest in common/collective trusts at end of year2018-12-31$19,231,033
Value of interest in common/collective trusts at beginning of year2018-12-31$21,612,129
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$121,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$207,726
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$207,726
Net investment gain/loss from pooled separate accounts2018-12-31$1,381,317
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$336,904
Employer contributions (assets) at end of year2018-12-31$118,042
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,305,774
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31KPMG LLP
Accountancy firm EIN2018-12-31135565207
2017 : SUPERIOR REFINING COMPANY DEFINED BENEFIT PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$5,015,108
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,278,186
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,263,638
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,187,408
Value of total assets at end of year2017-12-31$21,820,044
Value of total assets at beginning of year2017-12-31$18,083,122
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$14,548
Total interest from all sources2017-12-31$348
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$189
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$2
Other income not declared elsewhere2017-12-31$821
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,736,922
Value of net assets at end of year (total assets less liabilities)2017-12-31$21,820,044
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$18,083,122
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Interest earned on other investments2017-12-31$348
Value of interest in master investment trust accounts at end of year2017-12-31$0
Value of interest in master investment trust accounts at beginning of year2017-12-31$17,998,196
Value of interest in common/collective trusts at end of year2017-12-31$21,612,129
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$207,726
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$10,001
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$10,001
Net investment gain/loss from pooled separate accounts2017-12-31$411,784
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,187,408
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$74,923
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,263,638
Contract administrator fees2017-12-31$14,548
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31KPMG LLP
Accountancy firm EIN2017-12-31135565207

Form 5500 Responses for SUPERIOR REFINING COMPANY DEFINED BENEFIT PENSION PLAN

2023: SUPERIOR REFINING COMPANY DEFINED BENEFIT PENSION PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: SUPERIOR REFINING COMPANY DEFINED BENEFIT PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SUPERIOR REFINING COMPANY DEFINED BENEFIT PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SUPERIOR REFINING COMPANY DEFINED BENEFIT PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SUPERIOR REFINING COMPANY DEFINED BENEFIT PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SUPERIOR REFINING COMPANY DEFINED BENEFIT PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SUPERIOR REFINING COMPANY DEFINED BENEFIT PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1