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SUNSWEET GROWERS INC. UNION EMPLOYEES 401(K) PLAN 401k Plan overview

Plan NameSUNSWEET GROWERS INC. UNION EMPLOYEES 401(K) PLAN
Plan identification number 001

SUNSWEET GROWERS INC. UNION EMPLOYEES 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SUNSWEET GROWERS INC. has sponsored the creation of one or more 401k plans.

Company Name:SUNSWEET GROWERS INC.
Employer identification number (EIN):940360795
NAIC Classification:311400
NAIC Description: Fruit and Vegetable Preserving and Specialty Food Manufacturing

Additional information about SUNSWEET GROWERS INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1999-04-02
Company Identification Number: 0012643507
Legal Registered Office Address: 901 N WALTON AVE

YUBA CITY
United States of America (USA)
95993

More information about SUNSWEET GROWERS INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUNSWEET GROWERS INC. UNION EMPLOYEES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01CHRISTINE LAU ANA KLEIN2018-08-16
0012016-01-01CHRISTINE LAU ANA KLEIN2017-07-11
0012015-01-01CHRISTINE LAU ANA KLEIN2016-06-27
0012014-01-01CHRISTINE LAU ANA KLEIN2015-06-25
0012013-01-01CHRISTINE LAU ANA KLEIN2014-08-15
0012012-01-01CHRISTINE LAU ANA KLEIN2013-10-14
0012011-01-01CHRISTINE LAU ANA KLEIN2012-09-27
0012010-01-01CHRISTINE LAU ANA KLEIN2011-10-03
0012009-01-01CHRISTINE LAU ANA KLEIN2010-08-16

Plan Statistics for SUNSWEET GROWERS INC. UNION EMPLOYEES 401(K) PLAN

401k plan membership statisitcs for SUNSWEET GROWERS INC. UNION EMPLOYEES 401(K) PLAN

Measure Date Value
2023: SUNSWEET GROWERS INC. UNION EMPLOYEES 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01371
Total number of active participants reported on line 7a of the Form 55002023-01-01387
Number of retired or separated participants receiving benefits2023-01-011
Number of other retired or separated participants entitled to future benefits2023-01-019
Total of all active and inactive participants2023-01-01397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01397
Number of participants with account balances2023-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: SUNSWEET GROWERS INC. UNION EMPLOYEES 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01392
Total number of active participants reported on line 7a of the Form 55002022-01-01362
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-018
Total of all active and inactive participants2022-01-01371
Total participants2022-01-01371
Number of participants with account balances2022-01-0175
2021: SUNSWEET GROWERS INC. UNION EMPLOYEES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01410
Total number of active participants reported on line 7a of the Form 55002021-01-01383
Number of other retired or separated participants entitled to future benefits2021-01-019
Total of all active and inactive participants2021-01-01392
Total participants2021-01-01392
Number of participants with account balances2021-01-0176
2020: SUNSWEET GROWERS INC. UNION EMPLOYEES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01414
Total number of active participants reported on line 7a of the Form 55002020-01-01405
Number of retired or separated participants receiving benefits2020-01-015
Total of all active and inactive participants2020-01-01410
Total participants2020-01-01410
Number of participants with account balances2020-01-0169
2019: SUNSWEET GROWERS INC. UNION EMPLOYEES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01398
Total number of active participants reported on line 7a of the Form 55002019-01-01406
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-018
Total of all active and inactive participants2019-01-01414
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01414
Number of participants with account balances2019-01-0165
2018: SUNSWEET GROWERS INC. UNION EMPLOYEES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01394
Total number of active participants reported on line 7a of the Form 55002018-01-01394
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-014
Total of all active and inactive participants2018-01-01398
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01398
Number of participants with account balances2018-01-0157
2017: SUNSWEET GROWERS INC. UNION EMPLOYEES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01393
Total number of active participants reported on line 7a of the Form 55002017-01-01392
Number of other retired or separated participants entitled to future benefits2017-01-012
Total of all active and inactive participants2017-01-01394
Total participants2017-01-01394
Number of participants with account balances2017-01-0159
2016: SUNSWEET GROWERS INC. UNION EMPLOYEES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01399
Total number of active participants reported on line 7a of the Form 55002016-01-01389
Number of other retired or separated participants entitled to future benefits2016-01-014
Total of all active and inactive participants2016-01-01393
Total participants2016-01-01393
Number of participants with account balances2016-01-0163
2015: SUNSWEET GROWERS INC. UNION EMPLOYEES 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01424
Total number of active participants reported on line 7a of the Form 55002015-01-01395
Number of other retired or separated participants entitled to future benefits2015-01-014
Total of all active and inactive participants2015-01-01399
Total participants2015-01-01399
Number of participants with account balances2015-01-0163
2014: SUNSWEET GROWERS INC. UNION EMPLOYEES 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01462
Total number of active participants reported on line 7a of the Form 55002014-01-01422
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-01424
Total participants2014-01-01424
Number of participants with account balances2014-01-0162
2013: SUNSWEET GROWERS INC. UNION EMPLOYEES 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01476
Total number of active participants reported on line 7a of the Form 55002013-01-01462
Total of all active and inactive participants2013-01-01462
Total participants2013-01-01462
Number of participants with account balances2013-01-0161
2012: SUNSWEET GROWERS INC. UNION EMPLOYEES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01476
Total number of active participants reported on line 7a of the Form 55002012-01-01474
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-01476
Total participants2012-01-01476
Number of participants with account balances2012-01-0158
2011: SUNSWEET GROWERS INC. UNION EMPLOYEES 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01462
Total number of active participants reported on line 7a of the Form 55002011-01-01476
Total of all active and inactive participants2011-01-01476
Total participants2011-01-01476
Number of participants with account balances2011-01-0156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: SUNSWEET GROWERS INC. UNION EMPLOYEES 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01439
Total number of active participants reported on line 7a of the Form 55002010-01-01462
Total of all active and inactive participants2010-01-01462
Total participants2010-01-01462
Number of participants with account balances2010-01-0150
2009: SUNSWEET GROWERS INC. UNION EMPLOYEES 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01424
Total number of active participants reported on line 7a of the Form 55002009-01-01439
Total of all active and inactive participants2009-01-01439
Total participants2009-01-01439
Number of participants with account balances2009-01-0147

Financial Data on SUNSWEET GROWERS INC. UNION EMPLOYEES 401(K) PLAN

Measure Date Value
2023 : SUNSWEET GROWERS INC. UNION EMPLOYEES 401(K) PLAN 2023 401k financial data
Total income from all sources2023-12-31$855,260
Expenses. Total of all expenses incurred2023-12-31$178,215
Benefits paid (including direct rollovers)2023-12-31$165,169
Total plan assets at end of year2023-12-31$3,543,575
Total plan assets at beginning of year2023-12-31$2,866,530
Value of fidelity bond covering the plan2023-12-31$342,130
Total contributions received or receivable from participants2023-12-31$304,548
Other income received2023-12-31$550,712
Net income (gross income less expenses)2023-12-31$677,045
Net plan assets at end of year (total assets less liabilities)2023-12-31$3,543,575
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$2,866,530
Assets. Value of participant loans2023-12-31$49,394
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$13,046
2022 : SUNSWEET GROWERS INC. UNION EMPLOYEES 401(K) PLAN 2022 401k financial data
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$0
Total income from all sources (including contributions)2022-12-31$-418,902
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$135,872
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$125,366
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$252,904
Value of total assets at end of year2022-12-31$2,866,530
Value of total assets at beginning of year2022-12-31$3,421,304
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$10,506
Total interest from all sources2022-12-31$12,258
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$19,044
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$19,044
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$342,130
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$252,904
Participant contributions at end of year2022-12-31$39,347
Participant contributions at beginning of year2022-12-31$35,950
Other income not declared elsewhere2022-12-31$1,919
Administrative expenses (other) incurred2022-12-31$8,624
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-554,774
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,866,530
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,421,304
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$1,882
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,507,124
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,942,548
Value of interest in pooled separate accounts at end of year2022-12-31$6,391
Value of interest in pooled separate accounts at beginning of year2022-12-31$7,173
Interest on participant loans2022-12-31$1,706
Interest earned on other investments2022-12-31$10,552
Value of interest in common/collective trusts at end of year2022-12-31$931,308
Value of interest in common/collective trusts at beginning of year2022-12-31$1,081,694
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$382,360
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$353,939
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-531,006
Net investment gain/loss from pooled separate accounts2022-12-31$-936
Net investment gain or loss from common/collective trusts2022-12-31$-173,085
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$125,366
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
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MOSS ADAMS, LLP
Accountancy firm EIN2022-12-31910189318
2021 : SUNSWEET GROWERS INC. UNION EMPLOYEES 401(K) PLAN 2021 401k financial data
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
Total income from all sources (including contributions)2021-12-31$555,433
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$314,284
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$303,763
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$241,478
Value of total assets at end of year2021-12-31$3,421,304
Value of total assets at beginning of year2021-12-31$3,180,155
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$10,521
Total interest from all sources2021-12-31$12,974
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$17,399
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$17,399
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$318,016
If this is an individual account plan, was there a blackout period2021-12-31No
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$241,478
Participant contributions at end of year2021-12-31$35,950
Participant contributions at beginning of year2021-12-31$47,263
Other income not declared elsewhere2021-12-31$1,900
Administrative expenses (other) incurred2021-12-31$8,995
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
Value of net income/loss2021-12-31$241,149
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,421,304
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,180,155
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$1,526
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,942,548
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,908,451
Value of interest in pooled separate accounts at end of year2021-12-31$7,173
Value of interest in pooled separate accounts at beginning of year2021-12-31$6,118
Interest on participant loans2021-12-31$2,044
Interest earned on other investments2021-12-31$10,930
Value of interest in common/collective trusts at end of year2021-12-31$1,081,694
Value of interest in common/collective trusts at beginning of year2021-12-31$874,225
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$353,939
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$344,098
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$127,918
Net investment gain/loss from pooled separate accounts2021-12-31$828
Net investment gain or loss from common/collective trusts2021-12-31$152,936
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$303,763
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
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MOSS ADAMS, LLP
Accountancy firm EIN2021-12-31910189318
2020 : SUNSWEET GROWERS INC. UNION EMPLOYEES 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
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$792,378
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$184,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$175,033
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$188,696
Value of total assets at end of year2020-12-31$3,180,155
Value of total assets at beginning of year2020-12-31$2,571,900
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$9,090
Total interest from all sources2020-12-31$12,745
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$12,320
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$12,320
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$257,190
If this is an individual account plan, was there a blackout period2020-12-31No
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
Contributions received from participants2020-12-31$188,696
Participant contributions at end of year2020-12-31$47,263
Participant contributions at beginning of year2020-12-31$44,864
Other income not declared elsewhere2020-12-31$2,104
Administrative expenses (other) incurred2020-12-31$8,190
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$608,255
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,180,155
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,571,900
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
Investment advisory and management fees2020-12-31$900
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,908,451
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,958,505
Value of interest in pooled separate accounts at end of year2020-12-31$6,118
Value of interest in pooled separate accounts at beginning of year2020-12-31$270
Interest on participant loans2020-12-31$2,471
Interest earned on other investments2020-12-31$10,274
Value of interest in common/collective trusts at end of year2020-12-31$874,225
Value of interest in common/collective trusts at beginning of year2020-12-31$291,176
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$344,098
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$277,085
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$439,911
Net investment gain/loss from pooled separate accounts2020-12-31$1,411
Net investment gain or loss from common/collective trusts2020-12-31$135,191
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$175,033
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31MOSS ADAMS, LLP
Accountancy firm EIN2020-12-31910189318
2019 : SUNSWEET GROWERS INC. UNION EMPLOYEES 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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 income from all sources (including contributions)2019-12-31$647,704
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$86,884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$81,138
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$169,203
Value of total assets at end of year2019-12-31$2,571,900
Value of total assets at beginning of year2019-12-31$2,011,080
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$5,746
Total interest from all sources2019-12-31$8,806
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$17,471
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$17,471
Administrative expenses professional fees incurred2019-12-31$344
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$201,108
If this is an individual account plan, was there a blackout period2019-12-31No
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
Contributions received from participants2019-12-31$169,203
Participant contributions at end of year2019-12-31$44,864
Participant contributions at beginning of year2019-12-31$68,530
Other income not declared elsewhere2019-12-31$1,900
Administrative expenses (other) incurred2019-12-31$4,202
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$560,820
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,571,900
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,011,080
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 leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$1,200
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,958,505
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,481,170
Value of interest in pooled separate accounts at end of year2019-12-31$270
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$2,671
Interest earned on other investments2019-12-31$6,135
Value of interest in common/collective trusts at end of year2019-12-31$291,176
Value of interest in common/collective trusts at beginning of year2019-12-31$272,427
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$277,085
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$188,953
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$394,241
Net investment gain/loss from pooled separate accounts2019-12-31$12
Net investment gain or loss from common/collective trusts2019-12-31$56,071
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$81,138
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MOSS ADAMS, LLP
Accountancy firm EIN2019-12-31910189318
2018 : SUNSWEET GROWERS INC. UNION EMPLOYEES 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
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$62,957
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$320,757
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$317,402
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$154,682
Value of total assets at end of year2018-12-31$2,011,080
Value of total assets at beginning of year2018-12-31$2,268,880
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,355
Total interest from all sources2018-12-31$9,002
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$20,062
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$20,062
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$226,888
If this is an individual account plan, was there a blackout period2018-12-31No
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
Contributions received from participants2018-12-31$154,682
Participant contributions at end of year2018-12-31$68,530
Participant contributions at beginning of year2018-12-31$50,248
Other income not declared elsewhere2018-12-31$1,900
Administrative expenses (other) incurred2018-12-31$2,319
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-257,800
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,011,080
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,268,880
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
Investment advisory and management fees2018-12-31$1,036
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,481,170
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,988,857
Interest on participant loans2018-12-31$2,601
Interest earned on other investments2018-12-31$6,401
Value of interest in common/collective trusts at end of year2018-12-31$272,427
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$188,953
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$229,775
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-99,567
Net investment gain or loss from common/collective trusts2018-12-31$-23,122
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$317,402
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 name2018-12-31MOSS ADAMS, LLP
Accountancy firm EIN2018-12-31910189318
2017 : SUNSWEET GROWERS INC. UNION EMPLOYEES 401(K) 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$532,974
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$118,942
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$116,295
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$144,190
Value of total assets at end of year2017-12-31$2,268,880
Value of total assets at beginning of year2017-12-31$1,854,848
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,647
Total interest from all sources2017-12-31$9,629
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$15,184
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$15,184
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$185,485
If this is an individual account plan, was there a blackout period2017-12-31No
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
Contributions received from participants2017-12-31$143,602
Participant contributions at end of year2017-12-31$50,248
Participant contributions at beginning of year2017-12-31$51,235
Other income not declared elsewhere2017-12-31$1,900
Administrative expenses (other) incurred2017-12-31$1,610
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$414,032
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,268,880
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,854,848
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
Investment advisory and management fees2017-12-31$1,037
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,988,857
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,575,093
Interest on participant loans2017-12-31$2,298
Interest earned on other investments2017-12-31$7,331
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$229,775
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$228,520
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$362,071
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
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$588
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$116,295
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 name2017-12-31MOSS ADAMS, LLP
Accountancy firm EIN2017-12-31910189318
2016 : SUNSWEET GROWERS INC. UNION EMPLOYEES 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$216,370
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$49,213
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$46,451
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$124,488
Value of total assets at end of year2016-12-31$1,854,848
Value of total assets at beginning of year2016-12-31$1,687,691
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,762
Total interest from all sources2016-12-31$8,819
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$14,147
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$14,147
Administrative expenses professional fees incurred2016-12-31$595
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$168,769
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$124,488
Participant contributions at end of year2016-12-31$51,235
Participant contributions at beginning of year2016-12-31$79,373
Other income not declared elsewhere2016-12-31$1,900
Administrative expenses (other) incurred2016-12-31$967
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$167,157
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,854,848
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,687,691
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$1,200
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,575,093
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,441,963
Interest on participant loans2016-12-31$2,726
Interest earned on other investments2016-12-31$6,093
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$228,520
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$166,355
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$67,016
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$46,451
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MOSS ADAMS, LLP
Accountancy firm EIN2016-12-31910189318
2015 : SUNSWEET GROWERS INC. UNION EMPLOYEES 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$149,401
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$10,491
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$7,242
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$117,611
Value of total assets at end of year2015-12-31$1,687,691
Value of total assets at beginning of year2015-12-31$1,548,781
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,249
Total interest from all sources2015-12-31$7,466
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$14,334
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$14,334
Administrative expenses professional fees incurred2015-12-31$835
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$154,878
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$117,611
Participant contributions at end of year2015-12-31$79,373
Participant contributions at beginning of year2015-12-31$64,332
Other income not declared elsewhere2015-12-31$1,900
Administrative expenses (other) incurred2015-12-31$1,337
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$138,910
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,687,691
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,548,781
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$1,077
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,441,963
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,330,391
Interest on participant loans2015-12-31$2,690
Interest earned on other investments2015-12-31$4,776
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$166,355
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$154,058
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$8,090
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$7,242
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MOSS ADAMS, LLP
Accountancy firm EIN2015-12-31910189318
2014 : SUNSWEET GROWERS INC. UNION EMPLOYEES 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$212,905
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$5,901
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,219
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$119,556
Value of total assets at end of year2014-12-31$1,548,781
Value of total assets at beginning of year2014-12-31$1,341,777
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,682
Total interest from all sources2014-12-31$6,875
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$10,931
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$10,931
Administrative expenses professional fees incurred2014-12-31$1,308
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$134,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$119,556
Participant contributions at end of year2014-12-31$64,332
Participant contributions at beginning of year2014-12-31$74,894
Other income not declared elsewhere2014-12-31$1,900
Administrative expenses (other) incurred2014-12-31$773
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$207,004
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,548,781
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,341,777
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$601
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,330,391
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,142,370
Interest on participant loans2014-12-31$2,855
Interest earned on other investments2014-12-31$4,020
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$154,058
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$124,513
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$73,643
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,219
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MOSS ADAMS, LLP
Accountancy firm EIN2014-12-31910189318
2013 : SUNSWEET GROWERS INC. UNION EMPLOYEES 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$344,947
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$22,921
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$21,743
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$106,443
Value of total assets at end of year2013-12-31$1,341,777
Value of total assets at beginning of year2013-12-31$1,019,751
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,178
Total interest from all sources2013-12-31$6,129
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$8,040
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$8,040
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$106,443
Participant contributions at end of year2013-12-31$74,894
Participant contributions at beginning of year2013-12-31$57,929
Administrative expenses (other) incurred2013-12-31$1,178
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$322,026
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,341,777
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,019,751
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,142,370
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$841,303
Interest on participant loans2013-12-31$2,497
Interest earned on other investments2013-12-31$3,632
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$124,513
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$120,519
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$224,335
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$21,743
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MOSS ADAMS LLP
Accountancy firm EIN2013-12-31910189318
2012 : SUNSWEET GROWERS INC. UNION EMPLOYEES 401(K) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$224,766
Total of all expenses incurred2012-12-31$51,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$49,987
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$112,568
Value of total assets at end of year2012-12-31$1,019,751
Value of total assets at beginning of year2012-12-31$845,996
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,024
Total interest from all sources2012-12-31$5,289
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$9,555
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$9,555
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$112,568
Participant contributions at end of year2012-12-31$57,929
Participant contributions at beginning of year2012-12-31$23,574
Administrative expenses (other) incurred2012-12-31$1,024
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$173,755
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,019,751
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$845,996
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$841,303
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$698,093
Interest on participant loans2012-12-31$1,602
Interest earned on other investments2012-12-31$3,687
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$120,519
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$124,329
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$97,354
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$49,987
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MOSS ADAMS LLP
Accountancy firm EIN2012-12-31910189318
2011 : SUNSWEET GROWERS INC. UNION EMPLOYEES 401(K) PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$87,419
Total of all expenses incurred2011-12-31$23,187
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$22,568
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$95,337
Value of total assets at end of year2011-12-31$845,996
Value of total assets at beginning of year2011-12-31$781,764
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$619
Total interest from all sources2011-12-31$3,856
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$7,778
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$7,778
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$95,337
Participant contributions at end of year2011-12-31$23,574
Participant contributions at beginning of year2011-12-31$23,096
Administrative expenses (other) incurred2011-12-31$619
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$64,232
Value of net assets at end of year (total assets less liabilities)2011-12-31$845,996
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$781,764
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$698,093
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$695,868
Interest on participant loans2011-12-31$1,045
Interest earned on other investments2011-12-31$2,811
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$124,329
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$62,800
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-19,552
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$22,568
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BRYAN S. ALVISTUR, CPA
Accountancy firm EIN2011-12-31352320903
2010 : SUNSWEET GROWERS INC. UNION EMPLOYEES 401(K) PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$174,601
Total of all expenses incurred2010-12-31$3,055
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,403
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$86,817
Value of total assets at end of year2010-12-31$781,764
Value of total assets at beginning of year2010-12-31$610,218
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$652
Total interest from all sources2010-12-31$3,177
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$5,680
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$5,680
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$86,817
Participant contributions at end of year2010-12-31$23,096
Participant contributions at beginning of year2010-12-31$19,675
Administrative expenses (other) incurred2010-12-31$652
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$171,546
Value of net assets at end of year (total assets less liabilities)2010-12-31$781,764
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$610,218
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$695,868
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$516,880
Interest on participant loans2010-12-31$1,250
Interest earned on other investments2010-12-31$1,927
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$62,800
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$73,663
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$78,927
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,403
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BRYAN S. ALVISTUR, CPA
Accountancy firm EIN2010-12-31352320903

Form 5500 Responses for SUNSWEET GROWERS INC. UNION EMPLOYEES 401(K) PLAN

2023: SUNSWEET GROWERS INC. UNION EMPLOYEES 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedYes
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 planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: SUNSWEET GROWERS INC. UNION EMPLOYEES 401(K) 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SUNSWEET GROWERS INC. UNION EMPLOYEES 401(K) 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SUNSWEET GROWERS INC. UNION EMPLOYEES 401(K) 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 planNo
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: SUNSWEET GROWERS INC. UNION EMPLOYEES 401(K) 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 planNo
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: SUNSWEET GROWERS INC. UNION EMPLOYEES 401(K) 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 planNo
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: SUNSWEET GROWERS INC. UNION EMPLOYEES 401(K) 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 planNo
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: SUNSWEET GROWERS INC. UNION EMPLOYEES 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
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: SUNSWEET GROWERS INC. UNION EMPLOYEES 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
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: SUNSWEET GROWERS INC. UNION EMPLOYEES 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
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: SUNSWEET GROWERS INC. UNION EMPLOYEES 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SUNSWEET GROWERS INC. UNION EMPLOYEES 401(K) 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SUNSWEET GROWERS INC. UNION EMPLOYEES 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SUNSWEET GROWERS INC. UNION EMPLOYEES 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SUNSWEET GROWERS INC. UNION EMPLOYEES 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number556114-02
Policy instance 2
Insurance contract or identification number556114-02
Number of Individuals Covered2
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number556114-02
Policy instance 1
Insurance contract or identification number556114-02
Number of Individuals Covered61
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number007725
Policy instance 1
Insurance contract or identification number007725
Number of Individuals Covered370
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number006869
Policy instance 1
Insurance contract or identification number006869
Number of Individuals Covered392
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number006869
Policy instance 1
Insurance contract or identification number006869
Number of Individuals Covered410
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number006869
Policy instance 1
Insurance contract or identification number006869
Number of Individuals Covered414
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number006869
Policy instance 1
Insurance contract or identification number006869
Number of Individuals Covered40
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number006869
Policy instance 1
Insurance contract or identification number006869
Number of Individuals Covered40
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number006869
Policy instance 1
Insurance contract or identification number006869
Number of Individuals Covered44
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number006869
Policy instance 1
Insurance contract or identification number006869
Number of Individuals Covered41
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number006869
Policy instance 1
Insurance contract or identification number006869
Number of Individuals Covered39
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number006869
Policy instance 1
Insurance contract or identification number006869
Number of Individuals Covered35
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number006869
Policy instance 1
Insurance contract or identification number006869
Number of Individuals Covered34
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number006869
Policy instance 1
Insurance contract or identification number006869
Number of Individuals Covered26
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31

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