?>
Logo

AMERICAN ACADEMY OF ACTUARIES DEFINED BENEFIT PENSION PLAN AND TRUST 401k Plan overview

Plan NameAMERICAN ACADEMY OF ACTUARIES DEFINED BENEFIT PENSION PLAN AND TRUST
Plan identification number 003

AMERICAN ACADEMY OF ACTUARIES DEFINED BENEFIT PENSION PLAN AND TRUST Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan.
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

AMERICAN ACADEMY OF ACTUARIES has sponsored the creation of one or more 401k plans.

Company Name:AMERICAN ACADEMY OF ACTUARIES
Employer identification number (EIN):366142798
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about AMERICAN ACADEMY OF ACTUARIES

Jurisdiction of Incorporation: District of Columbia Corporations Division
Incorporation Date:
Company Identification Number: 772235

More information about AMERICAN ACADEMY OF ACTUARIES

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN ACADEMY OF ACTUARIES DEFINED BENEFIT PENSION PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01TOM HOPKINS2023-07-26
0032021-01-01TOM HOPKINS2022-07-06
0032020-01-01TOM HOPKINS2021-10-07
0032019-01-01JAMES URDANICK2020-07-14
0032018-01-01STEVEN F. KNELL2019-07-22
0032017-01-01STEVEN F. KNELL2018-04-16
0032016-01-01STEVEN F. KNELL2017-07-25
0032015-01-01STEVEN F. KNELL2016-07-26
0032014-01-01STEVEN F. KNELL2015-10-09
0032013-01-01STEVEN F. KNELL2014-08-13
0032012-01-01STEVEN F. KNELL2013-07-26
0032011-01-01STEVE KNELL2012-10-15
0032010-01-01STEVEN F. KNELL2011-12-01

Plan Statistics for AMERICAN ACADEMY OF ACTUARIES DEFINED BENEFIT PENSION PLAN AND TRUST

401k plan membership statisitcs for AMERICAN ACADEMY OF ACTUARIES DEFINED BENEFIT PENSION PLAN AND TRUST

Measure Date Value
2022: AMERICAN ACADEMY OF ACTUARIES DEFINED BENEFIT PENSION PLAN AND TRUST 2022 401k membership
Market value of plan assets2022-12-313,625,606
Acturial value of plan assets2022-12-313,303,531
Funding target for retired participants and beneficiaries receiving payment2022-12-31503,479
Number of terminated vested participants2022-12-3122
Fundng target for terminated vested participants2022-12-31469,862
Active participant vested funding target2022-12-311,067,270
Number of active participants2022-12-3134
Total funding liabilities for active participants2022-12-311,101,308
Total participant count2022-12-3165
Total funding target for all participants2022-12-312,074,649
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-31131,789
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-31138,510
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-31149,171
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31144,276
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-3196,402
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 year2022-12-31144,276
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: AMERICAN ACADEMY OF ACTUARIES DEFINED BENEFIT PENSION PLAN AND TRUST 2021 401k membership
Market value of plan assets2021-12-313,261,921
Acturial value of plan assets2021-12-312,956,546
Funding target for retired participants and beneficiaries receiving payment2021-12-31415,528
Number of terminated vested participants2021-12-3125
Fundng target for terminated vested participants2021-12-31526,731
Active participant vested funding target2021-12-311,176,360
Number of active participants2021-12-3136
Total funding liabilities for active participants2021-12-311,209,742
Total participant count2021-12-3169
Total funding target for all participants2021-12-312,152,001
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-31113,517
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31119,817
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 contributions2021-12-31135,641
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 date2021-12-31131,789
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 cost2021-12-31109,585
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-31131,789
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: AMERICAN ACADEMY OF ACTUARIES DEFINED BENEFIT PENSION PLAN AND TRUST 2020 401k membership
Market value of plan assets2020-12-312,761,696
Acturial value of plan assets2020-12-312,599,066
Funding target for retired participants and beneficiaries receiving payment2020-12-31442,145
Number of terminated vested participants2020-12-3124
Fundng target for terminated vested participants2020-12-31464,943
Active participant vested funding target2020-12-31978,382
Number of active participants2020-12-3134
Total funding liabilities for active participants2020-12-311,022,297
Total participant count2020-12-3167
Total funding target for all participants2020-12-311,929,385
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 contributions2020-12-31106,298
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31112,378
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 contributions2020-12-31117,582
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 date2020-12-31113,517
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 cost2020-12-3190,808
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-31113,517
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: AMERICAN ACADEMY OF ACTUARIES DEFINED BENEFIT PENSION PLAN AND TRUST 2019 401k membership
Market value of plan assets2019-12-312,202,616
Acturial value of plan assets2019-12-312,292,741
Funding target for retired participants and beneficiaries receiving payment2019-12-31419,320
Number of terminated vested participants2019-12-3124
Fundng target for terminated vested participants2019-12-31407,460
Active participant vested funding target2019-12-31855,942
Number of active participants2019-12-3139
Total funding liabilities for active participants2019-12-31918,176
Total participant count2019-12-3171
Total funding target for all participants2019-12-311,744,956
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 contributions2019-12-3197,081
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31102,789
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 contributions2019-12-31110,047
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 date2019-12-31106,298
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 cost2019-12-3181,096
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-31106,298
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: AMERICAN ACADEMY OF ACTUARIES DEFINED BENEFIT PENSION PLAN AND TRUST 2018 401k membership
Market value of plan assets2018-12-312,203,884
Acturial value of plan assets2018-12-312,091,458
Funding target for retired participants and beneficiaries receiving payment2018-12-31319,144
Number of terminated vested participants2018-12-3124
Fundng target for terminated vested participants2018-12-31426,631
Active participant vested funding target2018-12-31835,009
Number of active participants2018-12-3137
Total funding liabilities for active participants2018-12-31940,163
Total participant count2018-12-3167
Total funding target for all participants2018-12-311,685,938
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 contributions2018-12-3182,199
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3187,188
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-31100,551
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 date2018-12-3197,081
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 cost2018-12-3170,528
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-3197,081
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: AMERICAN ACADEMY OF ACTUARIES DEFINED BENEFIT PENSION PLAN AND TRUST 2017 401k membership
Market value of plan assets2017-12-311,872,357
Acturial value of plan assets2017-12-311,863,951
Funding target for retired participants and beneficiaries receiving payment2017-12-31280,024
Number of terminated vested participants2017-12-3124
Fundng target for terminated vested participants2017-12-31382,714
Active participant vested funding target2017-12-31618,506
Number of active participants2017-12-3132
Total funding liabilities for active participants2017-12-31756,040
Total participant count2017-12-3161
Total funding target for all participants2017-12-311,418,778
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 contributions2017-12-3177,254
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3182,121
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-3185,491
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 date2017-12-3182,199
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 cost2017-12-3165,435
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-3182,199
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: AMERICAN ACADEMY OF ACTUARIES DEFINED BENEFIT PENSION PLAN AND TRUST 2016 401k membership
Market value of plan assets2016-12-311,670,652
Acturial value of plan assets2016-12-311,703,274
Funding target for retired participants and beneficiaries receiving payment2016-12-31281,696
Number of terminated vested participants2016-12-3123
Fundng target for terminated vested participants2016-12-31348,554
Active participant vested funding target2016-12-31509,992
Number of active participants2016-12-3130
Total funding liabilities for active participants2016-12-31624,874
Total participant count2016-12-3158
Total funding target for all participants2016-12-311,255,124
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 contributions2016-12-3169,562
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3174,049
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-3180,360
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 date2016-12-3177,254
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 cost2016-12-3153,417
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-3177,254
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

Potentially related plans

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

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

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

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3