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THE AMERICAN SOCIETY OF MECHANICAL ENGINEERS PENSION PLAN 401k Plan overview

Plan NameTHE AMERICAN SOCIETY OF MECHANICAL ENGINEERS PENSION PLAN
Plan identification number 001

THE AMERICAN SOCIETY OF MECHANICAL ENGINEERS PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

AMERICAN SOCIETY OF MECHANICAL ENGINEERS has sponsored the creation of one or more 401k plans.

Company Name:AMERICAN SOCIETY OF MECHANICAL ENGINEERS
Employer identification number (EIN):131623899
NAIC Classification:611000

Additional information about AMERICAN SOCIETY OF MECHANICAL ENGINEERS

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1998-03-02
Company Identification Number: 0011977207
Legal Registered Office Address: 150 CLOVE RD STE 6 ATTN:ROBYN SAVAGE

LITTLE FALLS
United States of America (USA)
07424

More information about AMERICAN SOCIETY OF MECHANICAL ENGINEERS

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE AMERICAN SOCIETY OF MECHANICAL ENGINEERS PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-07-01
0012018-07-01
0012017-07-01
0012016-07-01LAUREL RASO
0012016-07-01
0012015-07-01PETER CESTARO
0012014-07-01PETER CESTARO
0012014-07-01PETER CESTARO
0012013-07-01PETER CESTARO
0012012-07-01PETER CESTARO
0012011-07-01PETER CESTARO
0012009-07-01PETER CESTARO
0012009-07-01PETER CESTARO

Plan Statistics for THE AMERICAN SOCIETY OF MECHANICAL ENGINEERS PENSION PLAN

401k plan membership statisitcs for THE AMERICAN SOCIETY OF MECHANICAL ENGINEERS PENSION PLAN

Measure Date Value
2019: THE AMERICAN SOCIETY OF MECHANICAL ENGINEERS PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01250
Total number of active participants reported on line 7a of the Form 55002019-07-010
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-010
Total of all active and inactive participants2019-07-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
Market value of plan assets2019-06-3072,204,366
Acturial value of plan assets2019-06-3072,204,366
Funding target for retired participants and beneficiaries receiving payment2019-06-3019,056,735
Number of terminated vested participants2019-06-3070
Fundng target for terminated vested participants2019-06-307,310,903
Active participant vested funding target2019-06-3032,030,770
Number of active participants2019-06-30120
Total funding liabilities for active participants2019-06-3032,030,770
Total participant count2019-06-30262
Total funding target for all participants2019-06-3058,398,408
Balance at beginning of prior year after applicable adjustments2019-06-301,182,922
Prefunding balance at beginning of prior year after applicable adjustments2019-06-307,339,397
Carryover balanced portion elected for use to offset prior years funding requirement2019-06-300
Prefunding balanced used to offset prior years funding requirement2019-06-300
Amount remaining of carryover balance2019-06-301,182,922
Amount remaining of prefunding balance2019-06-307,339,397
Present value of excess contributions2019-06-3018,045,048
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-06-3019,111,510
Balance of carryovers at beginning of current year2019-06-301,212,258
Balance of prefunding at beginning of current year2019-06-307,521,414
Total employer contributions2019-06-300
Total employee contributions2019-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-06-300
Contributions made to avoid restrictions adjusted to valuation date2019-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-06-300
Liquidity shortfalls end of Q12019-06-300
Liquidity shortfalls end of Q22019-06-300
Liquidity shortfalls end of Q32019-06-300
Liquidity shortfalls end of Q42019-06-300
Unpaid minimum required contributions for all prior years2019-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-06-300
Remaining amount of unpaid minimum required contributions2019-06-300
Minimum required contributions for current year target normal cost2019-06-30200,113
Net shortfall amortization installment of oustanding balance2019-06-300
Waiver amortization installment2019-06-300
Total funding amount beforereflecting carryover/prefunding balances2019-06-300
Carryover balance elected to use to offset funding requirement2019-06-300
Prefunding balance elected to use to offset funding requirement2019-06-300
Additional cash requirement2019-06-300
Contributions allocatedtoward minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for all years2019-06-300
2018: THE AMERICAN SOCIETY OF MECHANICAL ENGINEERS PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01262
Total number of active participants reported on line 7a of the Form 55002018-07-01106
Number of retired or separated participants receiving benefits2018-07-0165
Number of other retired or separated participants entitled to future benefits2018-07-0169
Total of all active and inactive participants2018-07-01240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-0111
Total participants2018-07-01251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
Market value of plan assets2018-06-3057,548,119
Acturial value of plan assets2018-06-3057,548,119
Funding target for retired participants and beneficiaries receiving payment2018-06-3018,293,094
Number of terminated vested participants2018-06-3075
Fundng target for terminated vested participants2018-06-306,826,292
Active participant vested funding target2018-06-3031,400,012
Number of active participants2018-06-30124
Total funding liabilities for active participants2018-06-3031,400,012
Total participant count2018-06-30275
Total funding target for all participants2018-06-3056,519,398
Balance at beginning of prior year after applicable adjustments2018-06-301,096,110
Prefunding balance at beginning of prior year after applicable adjustments2018-06-306,800,776
Carryover balanced portion elected for use to offset prior years funding requirement2018-06-300
Prefunding balanced used to offset prior years funding requirement2018-06-300
Amount remaining of carryover balance2018-06-301,096,110
Amount remaining of prefunding balance2018-06-306,800,776
Present value of excess contributions2018-06-304,126,216
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-06-304,377,090
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-06-300
Balance of carryovers at beginning of current year2018-06-301,182,922
Balance of prefunding at beginning of current year2018-06-307,339,397
Total employer contributions2018-06-3019,000,000
Total employee contributions2018-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-06-300
Contributions made to avoid restrictions adjusted to valuation date2018-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-06-3018,411,717
Liquidity shortfalls end of Q12018-06-300
Liquidity shortfalls end of Q22018-06-300
Liquidity shortfalls end of Q32018-06-300
Liquidity shortfalls end of Q42018-06-300
Unpaid minimum required contributions for all prior years2018-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-06-300
Remaining amount of unpaid minimum required contributions2018-06-300
Minimum required contributions for current year target normal cost2018-06-30366,669
Net shortfall amortization installment of oustanding balance2018-06-300
Waiver amortization installment2018-06-300
Total funding amount beforereflecting carryover/prefunding balances2018-06-30366,669
Carryover balance elected to use to offset funding requirement2018-06-300
Prefunding balance elected to use to offset funding requirement2018-06-300
Additional cash requirement2018-06-30366,669
Contributions allocatedtoward minimum required contributions for current year2018-06-3018,411,717
Unpaid minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for all years2018-06-300
2017: THE AMERICAN SOCIETY OF MECHANICAL ENGINEERS PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01275
Total number of active participants reported on line 7a of the Form 55002017-07-01120
Number of retired or separated participants receiving benefits2017-07-0172
Number of other retired or separated participants entitled to future benefits2017-07-0170
Total of all active and inactive participants2017-07-01262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-0116
Total participants2017-07-01278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
Market value of plan assets2017-06-3055,207,924
Acturial value of plan assets2017-06-3055,207,924
Funding target for retired participants and beneficiaries receiving payment2017-06-3014,790,918
Number of terminated vested participants2017-06-3068
Fundng target for terminated vested participants2017-06-305,552,023
Active participant vested funding target2017-06-3033,237,089
Number of active participants2017-06-30145
Total funding liabilities for active participants2017-06-3033,237,089
Total participant count2017-06-30286
Total funding target for all participants2017-06-3053,580,030
Balance at beginning of prior year after applicable adjustments2017-06-301,054,256
Prefunding balance at beginning of prior year after applicable adjustments2017-06-306,541,095
Carryover balanced portion elected for use to offset prior years funding requirement2017-06-300
Prefunding balanced used to offset prior years funding requirement2017-06-300
Amount remaining of carryover balance2017-06-301,054,256
Amount remaining of prefunding balance2017-06-306,541,095
Present value of excess contributions2017-06-303,607,663
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-06-303,834,224
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-06-300
Reductions in caryover balances due to elections or deemed elections2017-06-300
Reductions in prefunding balances due to elections or deemed elections2017-06-300
Balance of carryovers at beginning of current year2017-06-301,096,110
Balance of prefunding at beginning of current year2017-06-306,800,776
Total employer contributions2017-06-306,000,000
Total employee contributions2017-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-06-300
Contributions made to avoid restrictions adjusted to valuation date2017-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-06-305,995,151
Liquidity shortfalls end of Q12017-06-300
Liquidity shortfalls end of Q22017-06-300
Liquidity shortfalls end of Q32017-06-300
Liquidity shortfalls end of Q42017-06-300
Unpaid minimum required contributions for all prior years2017-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-06-300
Remaining amount of unpaid minimum required contributions2017-06-300
Minimum required contributions for current year target normal cost2017-06-301,868,935
Net shortfall amortization installment of oustanding balance2017-06-300
Waiver amortization installment2017-06-300
Total funding amount beforereflecting carryover/prefunding balances2017-06-301,868,935
Carryover balance elected to use to offset funding requirement2017-06-300
Prefunding balance elected to use to offset funding requirement2017-06-300
Additional cash requirement2017-06-301,868,935
Contributions allocatedtoward minimum required contributions for current year2017-06-305,995,151
Unpaid minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for all years2017-06-300
2016: THE AMERICAN SOCIETY OF MECHANICAL ENGINEERS PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01286
Total number of active participants reported on line 7a of the Form 55002016-07-01124
Number of retired or separated participants receiving benefits2016-07-0162
Number of other retired or separated participants entitled to future benefits2016-07-0173
Total of all active and inactive participants2016-07-01259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-0116
Total participants2016-07-01275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: THE AMERICAN SOCIETY OF MECHANICAL ENGINEERS PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01296
Total number of active participants reported on line 7a of the Form 55002015-07-01145
Number of retired or separated participants receiving benefits2015-07-0160
Number of other retired or separated participants entitled to future benefits2015-07-0166
Total of all active and inactive participants2015-07-01271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-0115
Total participants2015-07-01286
Number of participants with account balances2015-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: THE AMERICAN SOCIETY OF MECHANICAL ENGINEERS PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01307
Total number of active participants reported on line 7a of the Form 55002014-07-01154
Number of retired or separated participants receiving benefits2014-07-0162
Number of other retired or separated participants entitled to future benefits2014-07-0171
Total of all active and inactive participants2014-07-01287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-0111
Total participants2014-07-01298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: THE AMERICAN SOCIETY OF MECHANICAL ENGINEERS PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01312
Total number of active participants reported on line 7a of the Form 55002013-07-01176
Number of retired or separated participants receiving benefits2013-07-0161
Number of other retired or separated participants entitled to future benefits2013-07-0160
Total of all active and inactive participants2013-07-01297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-019
Total participants2013-07-01306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: THE AMERICAN SOCIETY OF MECHANICAL ENGINEERS PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01320
Total number of active participants reported on line 7a of the Form 55002012-07-01183
Number of retired or separated participants receiving benefits2012-07-0157
Number of other retired or separated participants entitled to future benefits2012-07-0163
Total of all active and inactive participants2012-07-01303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-019
Total participants2012-07-01312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: THE AMERICAN SOCIETY OF MECHANICAL ENGINEERS PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01331
Total number of active participants reported on line 7a of the Form 55002011-07-01194
Number of retired or separated participants receiving benefits2011-07-0154
Number of other retired or separated participants entitled to future benefits2011-07-0163
Total of all active and inactive participants2011-07-01311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-019
Total participants2011-07-01320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2009: THE AMERICAN SOCIETY OF MECHANICAL ENGINEERS PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01342
Total number of active participants reported on line 7a of the Form 55002009-07-01222
Number of retired or separated participants receiving benefits2009-07-0154
Number of other retired or separated participants entitled to future benefits2009-07-0153
Total of all active and inactive participants2009-07-01329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-016
Total participants2009-07-01335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-012

Financial Data on THE AMERICAN SOCIETY OF MECHANICAL ENGINEERS PENSION PLAN

Measure Date Value
2020 : THE AMERICAN SOCIETY OF MECHANICAL ENGINEERS PENSION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$33,634
Total income from all sources (including contributions)2020-06-30$16,016,323
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$91,245,424
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$91,131,990
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$10,243,809
Value of total assets at end of year2020-06-30$0
Value of total assets at beginning of year2020-06-30$75,262,735
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$113,434
Total interest from all sources2020-06-30$339,610
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$1,356,740
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2020-06-30$0
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$1,356,740
Administrative expenses professional fees incurred2020-06-30$45,920
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$2,000,000
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Administrative expenses (other) incurred2020-06-30$14,630
Liabilities. Value of operating payables at end of year2020-06-30$0
Liabilities. Value of operating payables at beginning of year2020-06-30$33,634
Total non interest bearing cash at end of year2020-06-30$0
Total non interest bearing cash at beginning of year2020-06-30$3,092
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-75,229,101
Value of net assets at end of year (total assets less liabilities)2020-06-30$0
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$75,229,101
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$52,884
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$72,294,319
Interest earned on other investments2020-06-30$339,610
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$2,965,324
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$60,271,955
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$4,076,164
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30Yes
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$10,243,809
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$30,860,035
Did the plan have assets held for investment2020-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30No
Opinion of an independent qualified public accountant for this plan2020-06-30Unqualified
Accountancy firm name2020-06-30KPMG LLP
Accountancy firm EIN2020-06-30135565207
2019 : THE AMERICAN SOCIETY OF MECHANICAL ENGINEERS PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$33,634
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$45,392
Total income from all sources (including contributions)2019-06-30$8,672,234
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$5,660,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$5,476,200
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$0
Value of total assets at end of year2019-06-30$75,262,735
Value of total assets at beginning of year2019-06-30$72,262,334
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$183,875
Total interest from all sources2019-06-30$156,581
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$2,602,160
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$2,602,160
Administrative expenses professional fees incurred2019-06-30$95,280
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Administrative expenses (other) incurred2019-06-30$21,001
Liabilities. Value of operating payables at end of year2019-06-30$33,634
Liabilities. Value of operating payables at beginning of year2019-06-30$45,392
Total non interest bearing cash at end of year2019-06-30$3,092
Total non interest bearing cash at beginning of year2019-06-30$2,288
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$3,012,159
Value of net assets at end of year (total assets less liabilities)2019-06-30$75,229,101
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$72,216,942
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$67,594
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$72,294,319
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$57,161,886
Interest earned on other investments2019-06-30$156,581
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$2,965,324
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$5,098,160
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$5,913,493
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30Yes
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Employer contributions (assets) at end of year2019-06-30$0
Employer contributions (assets) at beginning of year2019-06-30$10,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$5,476,200
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30No
Opinion of an independent qualified public accountant for this plan2019-06-30Unqualified
Accountancy firm name2019-06-30KPMG LLP
Accountancy firm EIN2019-06-30135565207
2018 : THE AMERICAN SOCIETY OF MECHANICAL ENGINEERS PENSION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$45,392
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$390,695
Total income from all sources (including contributions)2018-06-30$20,468,199
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$5,799,377
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$5,457,501
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$19,000,000
Value of total assets at end of year2018-06-30$72,262,334
Value of total assets at beginning of year2018-06-30$57,938,815
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$341,876
Total interest from all sources2018-06-30$56,496
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$2,035,421
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$2,035,421
Administrative expenses professional fees incurred2018-06-30$121,660
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Administrative expenses (other) incurred2018-06-30$162,223
Liabilities. Value of operating payables at end of year2018-06-30$45,392
Liabilities. Value of operating payables at beginning of year2018-06-30$390,695
Total non interest bearing cash at end of year2018-06-30$2,288
Total non interest bearing cash at beginning of year2018-06-30$1,228
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$14,668,822
Value of net assets at end of year (total assets less liabilities)2018-06-30$72,216,942
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$57,548,120
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$57,993
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$57,161,886
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$57,219,946
Interest earned on other investments2018-06-30$56,496
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$5,098,160
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$717,641
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$-623,718
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30Yes
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$19,000,000
Employer contributions (assets) at end of year2018-06-30$10,000,000
Employer contributions (assets) at beginning of year2018-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$5,457,501
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30No
Opinion of an independent qualified public accountant for this plan2018-06-30Unqualified
Accountancy firm name2018-06-30KPMG LLP
Accountancy firm EIN2018-06-30135565207
2017 : THE AMERICAN SOCIETY OF MECHANICAL ENGINEERS PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$390,695
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$25,331
Total income from all sources (including contributions)2017-06-30$10,292,992
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$7,952,798
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$7,585,974
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$6,000,000
Value of total assets at end of year2017-06-30$57,938,815
Value of total assets at beginning of year2017-06-30$55,233,257
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$366,824
Total interest from all sources2017-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$1,648,177
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$1,648,177
Administrative expenses professional fees incurred2017-06-30$149,650
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$2,000,000
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Administrative expenses (other) incurred2017-06-30$162,765
Liabilities. Value of operating payables at end of year2017-06-30$390,695
Liabilities. Value of operating payables at beginning of year2017-06-30$25,331
Total non interest bearing cash at end of year2017-06-30$1,228
Total non interest bearing cash at beginning of year2017-06-30$2,689
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$2,340,194
Value of net assets at end of year (total assets less liabilities)2017-06-30$57,548,120
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$55,207,926
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$54,409
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$57,937,587
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$55,230,568
Interest earned on other investments2017-06-30$41,166
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$717,641
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$2,644,815
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30Yes
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$6,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$7,585,974
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30No
Opinion of an independent qualified public accountant for this plan2017-06-30Unqualified
Accountancy firm name2017-06-30KPMG LLP
Accountancy firm EIN2017-06-30135565207
2016 : THE AMERICAN SOCIETY OF MECHANICAL ENGINEERS PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$25,331
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$26,196
Total income from all sources (including contributions)2016-06-30$8,057,673
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$3,262,177
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$2,980,365
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$6,000,000
Value of total assets at end of year2016-06-30$55,233,257
Value of total assets at beginning of year2016-06-30$50,438,626
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$281,812
Total interest from all sources2016-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$1,526,142
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$1,526,142
Administrative expenses professional fees incurred2016-06-30$112,715
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$1,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Administrative expenses (other) incurred2016-06-30$141,060
Liabilities. Value of operating payables at end of year2016-06-30$25,331
Liabilities. Value of operating payables at beginning of year2016-06-30$26,196
Total non interest bearing cash at end of year2016-06-30$2,689
Total non interest bearing cash at beginning of year2016-06-30$3,137
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$4,795,496
Value of net assets at end of year (total assets less liabilities)2016-06-30$55,207,926
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$50,412,430
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$28,037
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$55,230,568
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$50,435,489
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$531,531
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30Yes
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$6,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$2,980,365
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30No
Opinion of an independent qualified public accountant for this plan2016-06-30Unqualified
Accountancy firm name2016-06-30KPMG LLP
Accountancy firm EIN2016-06-30135565207
2015 : THE AMERICAN SOCIETY OF MECHANICAL ENGINEERS PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$26,196
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$30,889
Total income from all sources (including contributions)2015-06-30$-1,028,152
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$3,731,400
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$3,459,689
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$0
Value of total assets at end of year2015-06-30$50,438,626
Value of total assets at beginning of year2015-06-30$55,202,871
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$271,711
Total interest from all sources2015-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$1,454,148
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$1,454,148
Administrative expenses professional fees incurred2015-06-30$168,150
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$1,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Administrative expenses (other) incurred2015-06-30$83,032
Liabilities. Value of operating payables at end of year2015-06-30$26,196
Liabilities. Value of operating payables at beginning of year2015-06-30$30,889
Total non interest bearing cash at end of year2015-06-30$3,137
Total non interest bearing cash at beginning of year2015-06-30$3,240
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-4,759,552
Value of net assets at end of year (total assets less liabilities)2015-06-30$50,412,430
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$55,171,982
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$20,529
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$50,435,489
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$51,699,631
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$-2,482,300
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30Yes
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$0
Employer contributions (assets) at end of year2015-06-30$0
Employer contributions (assets) at beginning of year2015-06-30$3,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$3,459,689
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30No
Opinion of an independent qualified public accountant for this plan2015-06-30Unqualified
Accountancy firm name2015-06-30KPMG LLP
Accountancy firm EIN2015-06-30135565207
2014 : THE AMERICAN SOCIETY OF MECHANICAL ENGINEERS PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$30,889
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$26,464
Total income from all sources (including contributions)2014-06-30$14,877,584
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$3,217,057
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$2,966,549
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$7,000,000
Value of total assets at end of year2014-06-30$55,202,871
Value of total assets at beginning of year2014-06-30$43,537,919
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$250,508
Total interest from all sources2014-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$1,372,855
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$1,372,855
Administrative expenses professional fees incurred2014-06-30$108,505
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$1,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Administrative expenses (other) incurred2014-06-30$123,541
Liabilities. Value of operating payables at end of year2014-06-30$30,889
Liabilities. Value of operating payables at beginning of year2014-06-30$26,464
Total non interest bearing cash at end of year2014-06-30$3,240
Total non interest bearing cash at beginning of year2014-06-30$3,266
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$11,660,527
Value of net assets at end of year (total assets less liabilities)2014-06-30$55,171,982
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$43,511,455
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$18,462
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$51,699,631
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$43,534,653
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$6,504,729
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30Yes
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$7,000,000
Employer contributions (assets) at end of year2014-06-30$3,500,000
Employer contributions (assets) at beginning of year2014-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$2,966,549
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30No
Opinion of an independent qualified public accountant for this plan2014-06-30Unqualified
Accountancy firm name2014-06-30KPMG LLP
Accountancy firm EIN2014-06-30135565207
2013 : THE AMERICAN SOCIETY OF MECHANICAL ENGINEERS PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$26,464
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$21,707
Total income from all sources (including contributions)2013-06-30$5,268,710
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$2,281,202
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$2,101,666
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$3,000,000
Value of total assets at end of year2013-06-30$43,537,919
Value of total assets at beginning of year2013-06-30$40,545,654
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$179,536
Total interest from all sources2013-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$1,265,173
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$1,265,173
Administrative expenses professional fees incurred2013-06-30$101,190
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$1,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Assets. Other investments not covered elsewhere at end of year2013-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2013-06-30$11,189,518
Administrative expenses (other) incurred2013-06-30$62,114
Liabilities. Value of operating payables at end of year2013-06-30$26,464
Liabilities. Value of operating payables at beginning of year2013-06-30$21,707
Total non interest bearing cash at end of year2013-06-30$3,266
Total non interest bearing cash at beginning of year2013-06-30$3,266
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$2,987,508
Value of net assets at end of year (total assets less liabilities)2013-06-30$43,511,455
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$40,523,947
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$16,232
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$43,534,653
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$29,247,104
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$105,766
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$105,766
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$1,003,537
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$3,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$2,101,666
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30No
Opinion of an independent qualified public accountant for this plan2013-06-30Unqualified
Accountancy firm name2013-06-30MARKS PANETH & SHRON LLP
Accountancy firm EIN2013-06-30113518842
2012 : THE AMERICAN SOCIETY OF MECHANICAL ENGINEERS PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$40,094
Total unrealized appreciation/depreciation of assets2012-06-30$40,094
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$21,707
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$23,008
Total income from all sources (including contributions)2012-06-30$5,842,301
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$2,517,272
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$2,391,635
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$4,000,000
Value of total assets at end of year2012-06-30$40,545,654
Value of total assets at beginning of year2012-06-30$37,221,926
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$125,637
Total interest from all sources2012-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$1,088,564
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$1,088,564
Administrative expenses professional fees incurred2012-06-30$98,370
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$1,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Assets. Other investments not covered elsewhere at end of year2012-06-30$11,189,518
Assets. Other investments not covered elsewhere at beginning of year2012-06-30$11,149,423
Administrative expenses (other) incurred2012-06-30$11,585
Liabilities. Value of operating payables at end of year2012-06-30$21,707
Liabilities. Value of operating payables at beginning of year2012-06-30$23,008
Total non interest bearing cash at end of year2012-06-30$3,266
Total non interest bearing cash at beginning of year2012-06-30$3,264
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$3,325,029
Value of net assets at end of year (total assets less liabilities)2012-06-30$40,523,947
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$37,198,918
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$15,682
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$29,247,104
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$25,194,900
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$105,766
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$874,339
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$874,339
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$713,643
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30Yes
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$4,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$2,391,635
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30No
Opinion of an independent qualified public accountant for this plan2012-06-30Unqualified
Accountancy firm name2012-06-30MARKS PANETH & SHRON LLP
Accountancy firm EIN2012-06-30113518842
2011 : THE AMERICAN SOCIETY OF MECHANICAL ENGINEERS PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$918,383
Total unrealized appreciation/depreciation of assets2011-06-30$918,383
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$23,008
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$23,080
Total income from all sources (including contributions)2011-06-30$7,573,548
Total loss/gain on sale of assets2011-06-30$1,727,693
Total of all expenses incurred2011-06-30$888,799
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$735,839
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$2,103,666
Value of total assets at end of year2011-06-30$37,221,926
Value of total assets at beginning of year2011-06-30$30,537,249
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$152,960
Total interest from all sources2011-06-30$24
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$668,850
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$668,850
Administrative expenses professional fees incurred2011-06-30$96,910
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$1,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$103,666
Assets. Other investments not covered elsewhere at end of year2011-06-30$11,149,423
Assets. Other investments not covered elsewhere at beginning of year2011-06-30$12,603,348
Administrative expenses (other) incurred2011-06-30$11,545
Liabilities. Value of operating payables at end of year2011-06-30$23,008
Liabilities. Value of operating payables at beginning of year2011-06-30$23,080
Total non interest bearing cash at end of year2011-06-30$3,264
Total non interest bearing cash at beginning of year2011-06-30$3,264
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$6,684,749
Value of net assets at end of year (total assets less liabilities)2011-06-30$37,198,918
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$30,514,169
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$44,505
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$25,194,900
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$17,671,116
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$874,339
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$259,521
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$259,521
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$24
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$2,154,932
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30Yes
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$2,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$735,839
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Aggregate proceeds on sale of assets2011-06-30$4,100,000
Aggregate carrying amount (costs) on sale of assets2011-06-30$2,372,307
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Unqualified
Accountancy firm name2011-06-30MARKS PANETH & SHRON LLP
Accountancy firm EIN2011-06-30113518842
2010 : THE AMERICAN SOCIETY OF MECHANICAL ENGINEERS PENSION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for THE AMERICAN SOCIETY OF MECHANICAL ENGINEERS PENSION PLAN

2019: THE AMERICAN SOCIETY OF MECHANICAL ENGINEERS PENSION PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingYes
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: THE AMERICAN SOCIETY OF MECHANICAL ENGINEERS PENSION PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: THE AMERICAN SOCIETY OF MECHANICAL ENGINEERS PENSION PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: THE AMERICAN SOCIETY OF MECHANICAL ENGINEERS PENSION PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: THE AMERICAN SOCIETY OF MECHANICAL ENGINEERS PENSION PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: THE AMERICAN SOCIETY OF MECHANICAL ENGINEERS PENSION PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedYes
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: THE AMERICAN SOCIETY OF MECHANICAL ENGINEERS PENSION PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: THE AMERICAN SOCIETY OF MECHANICAL ENGINEERS PENSION PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: THE AMERICAN SOCIETY OF MECHANICAL ENGINEERS PENSION PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedYes
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2009: THE AMERICAN SOCIETY OF MECHANICAL ENGINEERS PENSION PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract numberU-R315
Policy instance 1
Insurance contract or identification numberU-R315
Number of Individuals Covered0
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
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 Administration1
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract numberU-R315
Policy instance 1
Insurance contract or identification numberU-R315
Number of Individuals Covered251
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
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 Administration1
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract numberU-R315
Policy instance 1
Insurance contract or identification numberU-R315
Number of Individuals Covered278
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
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 Administration1
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

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