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RETIREMENT PLAN FOR EMPLOYEES OF AMERICAN INSTITUTE OF MARINE UNDERWRITERS 401k Plan overview

Plan NameRETIREMENT PLAN FOR EMPLOYEES OF AMERICAN INSTITUTE OF MARINE UNDERWRITERS
Plan identification number 005

RETIREMENT PLAN FOR EMPLOYEES OF AMERICAN INSTITUTE OF MARINE UNDERWRITERS 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).
  • 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 INSTITUTE OF MARINE UNDERWRITERS has sponsored the creation of one or more 401k plans.

Company Name:AMERICAN INSTITUTE OF MARINE UNDERWRITERS
Employer identification number (EIN):134962540
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR EMPLOYEES OF AMERICAN INSTITUTE OF MARINE UNDERWRITERS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052023-01-01
0052022-01-01
0052021-01-01
0052020-01-01
0052020-01-01
0052019-01-01
0052018-01-01
0052017-01-01JOHN A. MIKLUS JOHN A. MIKLUS2018-10-10
0052016-01-01JOHN A. MIKLUS JOHN A. MIKLUS2017-10-16
0052015-01-01JOHN A. MIKLUS JOHN A. MIKLUS2016-10-17
0052014-01-01JOHN A. MIKLUS
0052013-01-01JOHN A. MIKLUS JOHN A. MIKLUS2014-10-14
0052012-01-01JAMES CRAIG JAMES CRAIG2013-10-09
0052011-01-01JAMES CRAIG JAMES CRAIG2012-10-15
0052010-01-01JAMES CRAIG JAMES CRAIG2011-10-12
0052009-01-01WARREN DIETZ WARREN DIETZ2010-10-14

Plan Statistics for RETIREMENT PLAN FOR EMPLOYEES OF AMERICAN INSTITUTE OF MARINE UNDERWRITERS

401k plan membership statisitcs for RETIREMENT PLAN FOR EMPLOYEES OF AMERICAN INSTITUTE OF MARINE UNDERWRITERS

Measure Date Value
2023: RETIREMENT PLAN FOR EMPLOYEES OF AMERICAN INSTITUTE OF MARINE UNDERWRITERS 2023 401k membership
Total participants, beginning-of-year2023-01-018
Total number of active participants reported on line 7a of the Form 55002023-01-010
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: RETIREMENT PLAN FOR EMPLOYEES OF AMERICAN INSTITUTE OF MARINE UNDERWRITERS 2022 401k membership
Market value of plan assets2022-12-311,402,335
Acturial value of plan assets2022-12-311,333,418
Funding target for retired participants and beneficiaries receiving payment2022-12-311,076,453
Number of terminated vested participants2022-12-312
Fundng target for terminated vested participants2022-12-3163,031
Active participant vested funding target2022-12-3172,401
Number of active participants2022-12-311
Total funding liabilities for active participants2022-12-3172,401
Total participant count2022-12-318
Total funding target for all participants2022-12-311,211,885
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-3111,204
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-3111,743
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-3193,500
Total employee contributions2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-3188,315
Unpaid minimum required contributions for all prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-315,000
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-3188,315
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-018
Total number of active participants reported on line 7a of the Form 55002022-01-011
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-012
Total of all active and inactive participants2022-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-018
2021: RETIREMENT PLAN FOR EMPLOYEES OF AMERICAN INSTITUTE OF MARINE UNDERWRITERS 2021 401k membership
Market value of plan assets2021-12-311,370,553
Acturial value of plan assets2021-12-311,233,498
Funding target for retired participants and beneficiaries receiving payment2021-12-311,156,099
Number of terminated vested participants2021-12-312
Fundng target for terminated vested participants2021-12-3165,968
Active participant vested funding target2021-12-3174,147
Number of active participants2021-12-311
Total funding liabilities for active participants2021-12-3174,147
Total participant count2021-12-318
Total funding target for all participants2021-12-311,296,214
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-312,172
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-312,286
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-3145,000
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-3143,890
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-315,000
Net shortfall amortization installment of oustanding balance2021-12-3162,716
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-3132,686
Additional cash requirement2021-12-3132,686
Contributions allocatedtoward minimum required contributions for current year2021-12-3143,890
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-018
Total number of active participants reported on line 7a of the Form 55002021-01-011
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-012
Total of all active and inactive participants2021-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: RETIREMENT PLAN FOR EMPLOYEES OF AMERICAN INSTITUTE OF MARINE UNDERWRITERS 2020 401k membership
Market value of plan assets2020-12-311,215,305
Acturial value of plan assets2020-12-311,142,282
Funding target for retired participants and beneficiaries receiving payment2020-12-311,158,415
Number of terminated vested participants2020-12-312
Fundng target for terminated vested participants2020-12-3156,198
Active participant vested funding target2020-12-3166,607
Number of active participants2020-12-311
Total funding liabilities for active participants2020-12-3166,607
Total participant count2020-12-318
Total funding target for all participants2020-12-311,281,220
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-3121,643
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-3122,807
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-3151,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-3149,636
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-315,000
Net shortfall amortization installment of oustanding balance2020-12-31138,938
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-3147,464
Additional cash requirement2020-12-3147,464
Contributions allocatedtoward minimum required contributions for current year2020-12-3149,636
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-018
Total number of active participants reported on line 7a of the Form 55002020-01-011
Number of retired or separated participants receiving benefits2020-01-014
Number of other retired or separated participants entitled to future benefits2020-01-012
Total of all active and inactive participants2020-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: RETIREMENT PLAN FOR EMPLOYEES OF AMERICAN INSTITUTE OF MARINE UNDERWRITERS 2019 401k membership
Market value of plan assets2019-12-31989,858
Acturial value of plan assets2019-12-311,050,072
Funding target for retired participants and beneficiaries receiving payment2019-12-311,137,256
Number of terminated vested participants2019-12-313
Fundng target for terminated vested participants2019-12-3194,737
Active participant vested funding target2019-12-3161,471
Number of active participants2019-12-311
Total funding liabilities for active participants2019-12-3161,471
Total participant count2019-12-318
Total funding target for all participants2019-12-311,293,464
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-31454
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31479
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-31116,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31112,989
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-315,000
Net shortfall amortization installment of oustanding balance2019-12-31243,392
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-3191,346
Additional cash requirement2019-12-3191,346
Contributions allocatedtoward minimum required contributions for current year2019-12-31112,989
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-018
Total number of active participants reported on line 7a of the Form 55002019-01-011
Number of retired or separated participants receiving benefits2019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-012
Total of all active and inactive participants2019-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: RETIREMENT PLAN FOR EMPLOYEES OF AMERICAN INSTITUTE OF MARINE UNDERWRITERS 2018 401k membership
Market value of plan assets2018-12-311,089,776
Acturial value of plan assets2018-12-311,055,631
Funding target for retired participants and beneficiaries receiving payment2018-12-311,156,815
Number of terminated vested participants2018-12-313
Fundng target for terminated vested participants2018-12-3186,732
Active participant vested funding target2018-12-3156,716
Number of active participants2018-12-311
Total funding liabilities for active participants2018-12-3156,716
Total participant count2018-12-318
Total funding target for all participants2018-12-311,300,263
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-31770
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31814
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-3165,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-3162,389
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-315,000
Net shortfall amortization installment of oustanding balance2018-12-31244,632
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-3161,935
Additional cash requirement2018-12-3161,935
Contributions allocatedtoward minimum required contributions for current year2018-12-3162,389
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-018
Total number of active participants reported on line 7a of the Form 55002018-01-011
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-013
Total of all active and inactive participants2018-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: RETIREMENT PLAN FOR EMPLOYEES OF AMERICAN INSTITUTE OF MARINE UNDERWRITERS 2017 401k membership
Market value of plan assets2017-12-311,034,932
Acturial value of plan assets2017-12-311,049,083
Funding target for retired participants and beneficiaries receiving payment2017-12-311,125,655
Number of terminated vested participants2017-12-313
Fundng target for terminated vested participants2017-12-3176,006
Active participant vested funding target2017-12-3149,835
Number of active participants2017-12-311
Total funding liabilities for active participants2017-12-3149,835
Total participant count2017-12-318
Total funding target for all participants2017-12-311,251,496
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-31602
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31638
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-3158,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3156,044
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-315,000
Net shortfall amortization installment of oustanding balance2017-12-31202,413
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3155,274
Additional cash requirement2017-12-3155,274
Contributions allocatedtoward minimum required contributions for current year2017-12-3156,044
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-018
Total number of active participants reported on line 7a of the Form 55002017-01-011
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-013
Total of all active and inactive participants2017-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: RETIREMENT PLAN FOR EMPLOYEES OF AMERICAN INSTITUTE OF MARINE UNDERWRITERS 2016 401k membership
Market value of plan assets2016-12-311,005,667
Acturial value of plan assets2016-12-311,041,725
Funding target for retired participants and beneficiaries receiving payment2016-12-311,133,677
Number of terminated vested participants2016-12-313
Fundng target for terminated vested participants2016-12-3168,777
Active participant vested funding target2016-12-3145,404
Number of active participants2016-12-311
Total funding liabilities for active participants2016-12-3145,404
Total participant count2016-12-318
Total funding target for all participants2016-12-311,247,858
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-31891
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31946
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-3165,971
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-3163,413
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-315,000
Net shortfall amortization installment of oustanding balance2016-12-31206,133
Total funding amount beforereflecting carryover/prefunding balances2016-12-3162,811
Additional cash requirement2016-12-3162,811
Contributions allocatedtoward minimum required contributions for current year2016-12-3163,413
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-018
Total number of active participants reported on line 7a of the Form 55002016-01-011
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-013
Total of all active and inactive participants2016-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: RETIREMENT PLAN FOR EMPLOYEES OF AMERICAN INSTITUTE OF MARINE UNDERWRITERS 2015 401k membership
Total participants, beginning-of-year2015-01-018
Total number of active participants reported on line 7a of the Form 55002015-01-011
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-013
Total of all active and inactive participants2015-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: RETIREMENT PLAN FOR EMPLOYEES OF AMERICAN INSTITUTE OF MARINE UNDERWRITERS 2014 401k membership
Total participants, beginning-of-year2014-01-018
Total number of active participants reported on line 7a of the Form 55002014-01-011
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-013
Total of all active and inactive participants2014-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: RETIREMENT PLAN FOR EMPLOYEES OF AMERICAN INSTITUTE OF MARINE UNDERWRITERS 2013 401k membership
Total participants, beginning-of-year2013-01-018
Total number of active participants reported on line 7a of the Form 55002013-01-011
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-013
Total of all active and inactive participants2013-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: RETIREMENT PLAN FOR EMPLOYEES OF AMERICAN INSTITUTE OF MARINE UNDERWRITERS 2012 401k membership
Total participants, beginning-of-year2012-01-018
Total number of active participants reported on line 7a of the Form 55002012-01-012
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-013
Total of all active and inactive participants2012-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: RETIREMENT PLAN FOR EMPLOYEES OF AMERICAN INSTITUTE OF MARINE UNDERWRITERS 2011 401k membership
Total participants, beginning-of-year2011-01-018
Total number of active participants reported on line 7a of the Form 55002011-01-012
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-013
Total of all active and inactive participants2011-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: RETIREMENT PLAN FOR EMPLOYEES OF AMERICAN INSTITUTE OF MARINE UNDERWRITERS 2010 401k membership
Total participants, beginning-of-year2010-01-018
Total number of active participants reported on line 7a of the Form 55002010-01-013
Number of retired or separated participants receiving benefits2010-01-012
Number of other retired or separated participants entitled to future benefits2010-01-012
Total of all active and inactive participants2010-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: RETIREMENT PLAN FOR EMPLOYEES OF AMERICAN INSTITUTE OF MARINE UNDERWRITERS 2009 401k membership
Total participants, beginning-of-year2009-01-018
Total number of active participants reported on line 7a of the Form 55002009-01-013
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-014
Total of all active and inactive participants2009-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on RETIREMENT PLAN FOR EMPLOYEES OF AMERICAN INSTITUTE OF MARINE UNDERWRITERS

Measure Date Value
2023 : RETIREMENT PLAN FOR EMPLOYEES OF AMERICAN INSTITUTE OF MARINE UNDERWRITERS 2023 401k financial data
Total income from all sources2023-06-30$32,366
Expenses. Total of all expenses incurred2023-06-30$1,216,291
Benefits paid (including direct rollovers)2023-06-30$1,212,955
Total plan assets at end of year2023-06-30$0
Total plan assets at beginning of year2023-06-30$1,183,925
Value of fidelity bond covering the plan2023-06-30$1,000,000
Expenses. Other expenses not covered elsewhere2023-06-30$3,336
Other income received2023-06-30$32,366
Net income (gross income less expenses)2023-06-30$-1,183,925
Net plan assets at end of year (total assets less liabilities)2023-06-30$0
Net plan assets at beginning of year (total assets less liabilities)2023-06-30$1,183,925
Total contributions received or receivable from employer(s)2023-06-30$0
2022 : RETIREMENT PLAN FOR EMPLOYEES OF AMERICAN INSTITUTE OF MARINE UNDERWRITERS 2022 401k financial data
Total income from all sources2022-12-31$-112,129
Expenses. Total of all expenses incurred2022-12-31$106,281
Benefits paid (including direct rollovers)2022-12-31$102,531
Total plan assets at end of year2022-12-31$1,183,925
Total plan assets at beginning of year2022-12-31$1,402,335
Value of fidelity bond covering the plan2022-12-31$1,000,000
Other income received2022-12-31$-205,629
Net income (gross income less expenses)2022-12-31$-218,410
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,183,925
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,402,335
Total contributions received or receivable from employer(s)2022-12-31$93,500
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$3,750
2021 : RETIREMENT PLAN FOR EMPLOYEES OF AMERICAN INSTITUTE OF MARINE UNDERWRITERS 2021 401k financial data
Total income from all sources2021-12-31$145,679
Expenses. Total of all expenses incurred2021-12-31$113,897
Benefits paid (including direct rollovers)2021-12-31$102,531
Total plan assets at end of year2021-12-31$1,402,335
Total plan assets at beginning of year2021-12-31$1,370,553
Value of fidelity bond covering the plan2021-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2021-12-31$11,366
Other income received2021-12-31$100,679
Net income (gross income less expenses)2021-12-31$31,782
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,402,335
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,370,553
Total contributions received or receivable from employer(s)2021-12-31$45,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : RETIREMENT PLAN FOR EMPLOYEES OF AMERICAN INSTITUTE OF MARINE UNDERWRITERS 2020 401k financial data
Total income from all sources2020-12-31$270,876
Expenses. Total of all expenses incurred2020-12-31$115,628
Benefits paid (including direct rollovers)2020-12-31$102,531
Total plan assets at end of year2020-12-31$1,370,553
Total plan assets at beginning of year2020-12-31$1,215,305
Value of fidelity bond covering the plan2020-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2020-12-31$13,097
Other income received2020-12-31$219,876
Net income (gross income less expenses)2020-12-31$155,248
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,370,553
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,215,305
Total contributions received or receivable from employer(s)2020-12-31$51,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : RETIREMENT PLAN FOR EMPLOYEES OF AMERICAN INSTITUTE OF MARINE UNDERWRITERS 2019 401k financial data
Total income from all sources2019-12-31$339,466
Expenses. Total of all expenses incurred2019-12-31$114,244
Benefits paid (including direct rollovers)2019-12-31$101,497
Total plan assets at end of year2019-12-31$1,215,305
Total plan assets at beginning of year2019-12-31$990,083
Value of fidelity bond covering the plan2019-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2019-12-31$12,747
Other income received2019-12-31$223,466
Net income (gross income less expenses)2019-12-31$225,222
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,215,305
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$990,083
Total contributions received or receivable from employer(s)2019-12-31$116,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : RETIREMENT PLAN FOR EMPLOYEES OF AMERICAN INSTITUTE OF MARINE UNDERWRITERS 2018 401k financial data
Total income from all sources2018-12-31$12,557
Expenses. Total of all expenses incurred2018-12-31$112,267
Benefits paid (including direct rollovers)2018-12-31$99,428
Total plan assets at end of year2018-12-31$990,083
Total plan assets at beginning of year2018-12-31$1,089,793
Value of fidelity bond covering the plan2018-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2018-12-31$12,839
Other income received2018-12-31$-52,443
Net income (gross income less expenses)2018-12-31$-99,710
Net plan assets at end of year (total assets less liabilities)2018-12-31$990,083
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,089,793
Total contributions received or receivable from employer(s)2018-12-31$65,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : RETIREMENT PLAN FOR EMPLOYEES OF AMERICAN INSTITUTE OF MARINE UNDERWRITERS 2017 401k financial data
Total income from all sources2017-12-31$162,551
Expenses. Total of all expenses incurred2017-12-31$107,727
Benefits paid (including direct rollovers)2017-12-31$99,428
Total plan assets at end of year2017-12-31$1,089,793
Total plan assets at beginning of year2017-12-31$1,034,969
Value of fidelity bond covering the plan2017-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2017-12-31$8,299
Other income received2017-12-31$104,551
Net income (gross income less expenses)2017-12-31$54,824
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,089,793
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,034,969
Total contributions received or receivable from employer(s)2017-12-31$58,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : RETIREMENT PLAN FOR EMPLOYEES OF AMERICAN INSTITUTE OF MARINE UNDERWRITERS 2016 401k financial data
Total income from all sources2016-12-31$132,214
Expenses. Total of all expenses incurred2016-12-31$102,922
Benefits paid (including direct rollovers)2016-12-31$99,428
Total plan assets at end of year2016-12-31$1,034,969
Total plan assets at beginning of year2016-12-31$1,005,677
Value of fidelity bond covering the plan2016-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2016-12-31$3,494
Other income received2016-12-31$66,243
Net income (gross income less expenses)2016-12-31$29,292
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,034,969
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,005,677
Total contributions received or receivable from employer(s)2016-12-31$65,971
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : RETIREMENT PLAN FOR EMPLOYEES OF AMERICAN INSTITUTE OF MARINE UNDERWRITERS 2015 401k financial data
Total income from all sources2015-12-31$60,536
Expenses. Total of all expenses incurred2015-12-31$105,793
Benefits paid (including direct rollovers)2015-12-31$102,309
Total plan assets at end of year2015-12-31$1,005,677
Total plan assets at beginning of year2015-12-31$1,050,934
Value of fidelity bond covering the plan2015-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2015-12-31$3,484
Other income received2015-12-31$-2,464
Net income (gross income less expenses)2015-12-31$-45,257
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,005,677
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,050,934
Total contributions received or receivable from employer(s)2015-12-31$63,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : RETIREMENT PLAN FOR EMPLOYEES OF AMERICAN INSTITUTE OF MARINE UNDERWRITERS 2014 401k financial data
Total income from all sources2014-12-31$152,742
Expenses. Total of all expenses incurred2014-12-31$122,477
Benefits paid (including direct rollovers)2014-12-31$97,841
Total plan assets at end of year2014-12-31$1,050,934
Total plan assets at beginning of year2014-12-31$1,020,669
Value of fidelity bond covering the plan2014-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2014-12-31$24,636
Other income received2014-12-31$72,742
Net income (gross income less expenses)2014-12-31$30,265
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,050,934
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,020,669
Total contributions received or receivable from employer(s)2014-12-31$80,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : RETIREMENT PLAN FOR EMPLOYEES OF AMERICAN INSTITUTE OF MARINE UNDERWRITERS 2013 401k financial data
Total plan liabilities at beginning of year2013-12-31$1,089
Total income from all sources2013-12-31$290,775
Expenses. Total of all expenses incurred2013-12-31$138,859
Benefits paid (including direct rollovers)2013-12-31$23,283
Total plan assets at end of year2013-12-31$1,020,669
Total plan assets at beginning of year2013-12-31$869,842
Value of fidelity bond covering the plan2013-12-31$6,000,000
Other income received2013-12-31$85,775
Net income (gross income less expenses)2013-12-31$151,916
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,020,669
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$868,753
Total contributions received or receivable from employer(s)2013-12-31$205,000
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$115,576
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : RETIREMENT PLAN FOR EMPLOYEES OF AMERICAN INSTITUTE OF MARINE UNDERWRITERS 2012 401k financial data
Total plan liabilities at end of year2012-12-31$1,089
Total plan liabilities at beginning of year2012-12-31$34,890
Total income from all sources2012-12-31$207,966
Expenses. Total of all expenses incurred2012-12-31$50,221
Benefits paid (including direct rollovers)2012-12-31$23,283
Total plan assets at end of year2012-12-31$869,842
Total plan assets at beginning of year2012-12-31$745,898
Value of fidelity bond covering the plan2012-12-31$6,000,000
Expenses. Other expenses not covered elsewhere2012-12-31$26,938
Other income received2012-12-31$74,266
Net income (gross income less expenses)2012-12-31$157,745
Net plan assets at end of year (total assets less liabilities)2012-12-31$868,753
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$711,008
Total contributions received or receivable from employer(s)2012-12-31$133,700
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : RETIREMENT PLAN FOR EMPLOYEES OF AMERICAN INSTITUTE OF MARINE UNDERWRITERS 2011 401k financial data
Total plan liabilities at end of year2011-12-31$34,890
Total plan liabilities at beginning of year2011-12-31$16,470
Total income from all sources2011-12-31$151,641
Expenses. Total of all expenses incurred2011-12-31$59,199
Benefits paid (including direct rollovers)2011-12-31$23,283
Total plan assets at end of year2011-12-31$745,898
Total plan assets at beginning of year2011-12-31$635,036
Value of fidelity bond covering the plan2011-12-31$6,000,000
Expenses. Other expenses not covered elsewhere2011-12-31$35,916
Other income received2011-12-31$42,141
Net income (gross income less expenses)2011-12-31$92,442
Net plan assets at end of year (total assets less liabilities)2011-12-31$711,008
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$618,566
Total contributions received or receivable from employer(s)2011-12-31$109,500
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : RETIREMENT PLAN FOR EMPLOYEES OF AMERICAN INSTITUTE OF MARINE UNDERWRITERS 2010 401k financial data
Total plan liabilities at end of year2010-12-31$16,470
Total income from all sources2010-12-31$167,487
Expenses. Total of all expenses incurred2010-12-31$45,019
Benefits paid (including direct rollovers)2010-12-31$22,754
Total plan assets at end of year2010-12-31$635,036
Total plan assets at beginning of year2010-12-31$496,098
Value of fidelity bond covering the plan2010-12-31$6,000,000
Expenses. Other expenses not covered elsewhere2010-12-31$22,265
Other income received2010-12-31$52,479
Net income (gross income less expenses)2010-12-31$122,468
Net plan assets at end of year (total assets less liabilities)2010-12-31$618,566
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$496,098
Total contributions received or receivable from employer(s)2010-12-31$115,008
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : RETIREMENT PLAN FOR EMPLOYEES OF AMERICAN INSTITUTE OF MARINE UNDERWRITERS 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for RETIREMENT PLAN FOR EMPLOYEES OF AMERICAN INSTITUTE OF MARINE UNDERWRITERS

2023: RETIREMENT PLAN FOR EMPLOYEES OF AMERICAN INSTITUTE OF MARINE UNDERWRITERS 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingYes
2023-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: RETIREMENT PLAN FOR EMPLOYEES OF AMERICAN INSTITUTE OF MARINE UNDERWRITERS 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 planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: RETIREMENT PLAN FOR EMPLOYEES OF AMERICAN INSTITUTE OF MARINE UNDERWRITERS 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 planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: RETIREMENT PLAN FOR EMPLOYEES OF AMERICAN INSTITUTE OF MARINE UNDERWRITERS 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RETIREMENT PLAN FOR EMPLOYEES OF AMERICAN INSTITUTE OF MARINE UNDERWRITERS 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RETIREMENT PLAN FOR EMPLOYEES OF AMERICAN INSTITUTE OF MARINE UNDERWRITERS 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: RETIREMENT PLAN FOR EMPLOYEES OF AMERICAN INSTITUTE OF MARINE UNDERWRITERS 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RETIREMENT PLAN FOR EMPLOYEES OF AMERICAN INSTITUTE OF MARINE UNDERWRITERS 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RETIREMENT PLAN FOR EMPLOYEES OF AMERICAN INSTITUTE OF MARINE UNDERWRITERS 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RETIREMENT PLAN FOR EMPLOYEES OF AMERICAN INSTITUTE OF MARINE UNDERWRITERS 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RETIREMENT PLAN FOR EMPLOYEES OF AMERICAN INSTITUTE OF MARINE UNDERWRITERS 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RETIREMENT PLAN FOR EMPLOYEES OF AMERICAN INSTITUTE OF MARINE UNDERWRITERS 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RETIREMENT PLAN FOR EMPLOYEES OF AMERICAN INSTITUTE OF MARINE UNDERWRITERS 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: RETIREMENT PLAN FOR EMPLOYEES OF AMERICAN INSTITUTE OF MARINE UNDERWRITERS 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 - TrustYes
2009: RETIREMENT PLAN FOR EMPLOYEES OF AMERICAN INSTITUTE OF MARINE UNDERWRITERS 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 - TrustYes

Insurance Providers Used on plan

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number005995
Policy instance 1
Insurance contract or identification number005995
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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

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