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Original filing (PDF)20231016172046NAL0077378642001

CONSUMERS PETROLEUM

Form 5500
FILING_RECEIVED
CONSUMERS PETROLEUM 401(K) PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONSUMERS PETROLEUM.
Plan sponsor
Name
CONSUMERS PETROLEUM
EIN
06-0735707
Address
497 BIC DR · MILFORD, CT · 064611702
Phone
(203) 816-5402
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CIRONEFRIEDBERG,LLP
Trustee / custodian
Trustee phone

Service providers (Schedule C)

2 rows
Other
2
NameEINLocationRelationDirect compIndirect comp
GREAT-WEST LIFE & ANNUITY INSURANCE84-0467907NONE$26K
MERRILL LYNCH PIERCE FENNER SMITH13-5674085INVESTMENT MGMT$4K

Investments

1 pooled fund· $0

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

InvestmentTypeCurrent value% of plan
SEPERATE ACCOUNT 401
TALCOTT RESOULTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000
Pooled Separate Account
$0

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