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Plan Name | PENSION PLAN FOR EMPLOYEES OF SM ENERGY COMPANY |
Plan identification number | 001 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
Company Name: | SM ENERGY COMPANY |
Employer identification number (EIN): | 410518430 |
NAIC Classification: | 211120 |
NAIC Description: | Crude Petroleum Extraction |
Additional information about SM ENERGY COMPANY
Jurisdiction of Incorporation: | State of Delaware Division of Corporations |
Incorporation Date: | 1915-01-23 |
Company Identification Number: | 0044728 |
Legal Registered Office Address: |
2711 Centerville Rd Suite 400 Wilmington United States of America (USA) 19808 |
More information about SM ENERGY COMPANY
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | SUSIE PIEHL | |||
001 | 2016-01-01 | MARIA GORDON | |||
001 | 2015-01-01 | MARIA GORDON | |||
001 | 2014-01-01 | MARIA GORDON | |||
001 | 2013-01-01 | MARIA GORDON | MARIA GORDON | 2014-10-10 | |
001 | 2012-01-01 | MARIA GORDON | MARIA GORDON | 2013-10-11 | |
001 | 2011-01-01 | MARIA GORDON | |||
001 | 2009-01-01 | JOHN R. MONARK | JOHN R. MONARK | 2010-10-12 |
Measure | Date | Value |
---|---|---|
2022: PENSION PLAN FOR EMPLOYEES OF SM ENERGY COMPANY 2022 401k membership | ||
Market value of plan assets | 2022-12-31 | 37,117,384 |
Acturial value of plan assets | 2022-12-31 | 35,816,248 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 9,648,764 |
Number of terminated vested participants | 2022-12-31 | 110 |
Fundng target for terminated vested participants | 2022-12-31 | 6,848,477 |
Active participant vested funding target | 2022-12-31 | 26,507,340 |
Number of active participants | 2022-12-31 | 235 |
Total funding liabilities for active participants | 2022-12-31 | 26,792,390 |
Total participant count | 2022-12-31 | 407 |
Total funding target for all participants | 2022-12-31 | 43,289,631 |
Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 0 |
Amount remaining of carryover balance | 2022-12-31 | 0 |
Amount remaining of prefunding balance | 2022-12-31 | 0 |
Present value of excess contributions | 2022-12-31 | 611,850 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 647,154 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
Balance of prefunding at beginning of current year | 2022-12-31 | 0 |
Total employer contributions | 2022-12-31 | 8,870,000 |
Total employee contributions | 2022-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 8,524,077 |
Liquidity shortfalls end of Q1 | 2022-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2022-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2022-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2022-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-31 | 2,482,918 |
Net shortfall amortization installment of oustanding balance | 2022-12-31 | 7,473,383 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 3,204,488 |
Carryover balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Additional cash requirement | 2022-12-31 | 3,204,488 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 8,524,077 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
Total participants, beginning-of-year | 2022-01-01 | 407 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 227 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 57 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 105 |
Total of all active and inactive participants | 2022-01-01 | 389 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 7 |
Total participants | 2022-01-01 | 396 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: PENSION PLAN FOR EMPLOYEES OF SM ENERGY COMPANY 2021 401k membership | ||
Market value of plan assets | 2021-12-31 | 35,042,385 |
Acturial value of plan assets | 2021-12-31 | 33,447,932 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 9,794,463 |
Number of terminated vested participants | 2021-12-31 | 119 |
Fundng target for terminated vested participants | 2021-12-31 | 7,102,585 |
Active participant vested funding target | 2021-12-31 | 23,609,005 |
Number of active participants | 2021-12-31 | 247 |
Total funding liabilities for active participants | 2021-12-31 | 23,833,605 |
Total participant count | 2021-12-31 | 426 |
Total funding target for all participants | 2021-12-31 | 40,730,653 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 0 |
Amount remaining of carryover balance | 2021-12-31 | 0 |
Amount remaining of prefunding balance | 2021-12-31 | 0 |
Present value of excess contributions | 2021-12-31 | 30,738 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 32,453 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
Balance of prefunding at beginning of current year | 2021-12-31 | 0 |
Total employer contributions | 2021-12-31 | 3,850,000 |
Total employee contributions | 2021-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 3,708,477 |
Liquidity shortfalls end of Q1 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2021-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 2,417,575 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 7,282,721 |
Waiver amortization installment | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 3,096,627 |
Carryover balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Additional cash requirement | 2021-12-31 | 3,096,627 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 3,708,477 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 426 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 235 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 57 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 108 |
Total of all active and inactive participants | 2021-01-01 | 400 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 7 |
Total participants | 2021-01-01 | 407 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: PENSION PLAN FOR EMPLOYEES OF SM ENERGY COMPANY 2020 401k membership | ||
Market value of plan assets | 2020-12-31 | 37,620,714 |
Acturial value of plan assets | 2020-12-31 | 36,918,802 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 8,211,357 |
Number of terminated vested participants | 2020-12-31 | 148 |
Fundng target for terminated vested participants | 2020-12-31 | 10,497,201 |
Active participant vested funding target | 2020-12-31 | 26,515,463 |
Number of active participants | 2020-12-31 | 291 |
Total funding liabilities for active participants | 2020-12-31 | 26,541,361 |
Total participant count | 2020-12-31 | 495 |
Total funding target for all participants | 2020-12-31 | 45,249,919 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 1,300,000 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 1,300,000 |
Amount remaining of carryover balance | 2020-12-31 | 0 |
Amount remaining of prefunding balance | 2020-12-31 | 0 |
Present value of excess contributions | 2020-12-31 | 263,875 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 297,097 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 0 |
Total employer contributions | 2020-12-31 | 5,950,000 |
Total employee contributions | 2020-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 5,718,080 |
Liquidity shortfalls end of Q1 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2020-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 3,266,531 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 8,331,117 |
Waiver amortization installment | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 5,687,342 |
Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Additional cash requirement | 2020-12-31 | 5,687,342 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 5,718,080 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 495 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 247 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 57 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 116 |
Total of all active and inactive participants | 2020-01-01 | 420 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 6 |
Total participants | 2020-01-01 | 426 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: PENSION PLAN FOR EMPLOYEES OF SM ENERGY COMPANY 2019 401k membership | ||
Market value of plan assets | 2019-12-31 | 34,344,460 |
Acturial value of plan assets | 2019-12-31 | 35,864,974 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 6,759,433 |
Number of terminated vested participants | 2019-12-31 | 139 |
Fundng target for terminated vested participants | 2019-12-31 | 7,956,159 |
Active participant vested funding target | 2019-12-31 | 27,538,696 |
Number of active participants | 2019-12-31 | 359 |
Total funding liabilities for active participants | 2019-12-31 | 27,656,030 |
Total participant count | 2019-12-31 | 549 |
Total funding target for all participants | 2019-12-31 | 42,371,622 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 1,354,013 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 1,354,013 |
Amount remaining of carryover balance | 2019-12-31 | 0 |
Amount remaining of prefunding balance | 2019-12-31 | 0 |
Present value of excess contributions | 2019-12-31 | 4,183,495 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 4,310,244 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 1,300,000 |
Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 1,300,000 |
Total employer contributions | 2019-12-31 | 4,900,000 |
Total employee contributions | 2019-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 4,677,458 |
Liquidity shortfalls end of Q1 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2019-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 3,666,492 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 7,806,648 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 5,713,583 |
Carryover balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 1,300,000 |
Additional cash requirement | 2019-12-31 | 4,413,583 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 4,677,458 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 549 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 291 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 52 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 145 |
Total of all active and inactive participants | 2019-01-01 | 488 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 7 |
Total participants | 2019-01-01 | 495 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: PENSION PLAN FOR EMPLOYEES OF SM ENERGY COMPANY 2018 401k membership | ||
Market value of plan assets | 2018-12-31 | 35,041,542 |
Acturial value of plan assets | 2018-12-31 | 34,578,154 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 5,954,247 |
Number of terminated vested participants | 2018-12-31 | 142 |
Fundng target for terminated vested participants | 2018-12-31 | 6,951,039 |
Active participant vested funding target | 2018-12-31 | 27,238,021 |
Number of active participants | 2018-12-31 | 449 |
Total funding liabilities for active participants | 2018-12-31 | 27,755,218 |
Total participant count | 2018-12-31 | 636 |
Total funding target for all participants | 2018-12-31 | 40,660,504 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 5,520,947 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 5,105,260 |
Amount remaining of carryover balance | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 415,687 |
Present value of excess contributions | 2018-12-31 | 3,830,028 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 4,183,157 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 900,000 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 1,354,013 |
Total employer contributions | 2018-12-31 | 8,300,000 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 7,868,491 |
Liquidity shortfalls end of Q1 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2018-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 3,292,147 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 7,436,363 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 5,039,009 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 1,354,013 |
Additional cash requirement | 2018-12-31 | 3,684,996 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 7,868,491 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 636 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 359 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 45 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 136 |
Total of all active and inactive participants | 2018-01-01 | 540 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 9 |
Total participants | 2018-01-01 | 549 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 26 |
2017: PENSION PLAN FOR EMPLOYEES OF SM ENERGY COMPANY 2017 401k membership | ||
Market value of plan assets | 2017-12-31 | 38,653,318 |
Acturial value of plan assets | 2017-12-31 | 39,655,462 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 5,281,091 |
Number of terminated vested participants | 2017-12-31 | 168 |
Fundng target for terminated vested participants | 2017-12-31 | 9,214,447 |
Active participant vested funding target | 2017-12-31 | 25,662,763 |
Number of active participants | 2017-12-31 | 544 |
Total funding liabilities for active participants | 2017-12-31 | 26,622,336 |
Total participant count | 2017-12-31 | 754 |
Total funding target for all participants | 2017-12-31 | 41,117,874 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 6,777,413 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 6,357,532 |
Amount remaining of carryover balance | 2017-12-31 | 0 |
Amount remaining of prefunding balance | 2017-12-31 | 419,881 |
Present value of excess contributions | 2017-12-31 | 6,513,856 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 6,867,600 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 5,078,350 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 5,520,947 |
Total employer contributions | 2017-12-31 | 4,100,000 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 3,830,028 |
Liquidity shortfalls end of Q1 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2017-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 3,626,616 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 6,983,359 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 5,105,260 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 5,105,260 |
Additional cash requirement | 2017-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 3,830,028 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 754 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 449 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 41 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 139 |
Total of all active and inactive participants | 2017-01-01 | 629 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 7 |
Total participants | 2017-01-01 | 636 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 34 |
2016: PENSION PLAN FOR EMPLOYEES OF SM ENERGY COMPANY 2016 401k membership | ||
Market value of plan assets | 2016-12-31 | 36,499,816 |
Acturial value of plan assets | 2016-12-31 | 38,411,595 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 4,647,658 |
Number of terminated vested participants | 2016-12-31 | 92 |
Fundng target for terminated vested participants | 2016-12-31 | 4,285,918 |
Active participant vested funding target | 2016-12-31 | 28,006,584 |
Number of active participants | 2016-12-31 | 758 |
Total funding liabilities for active participants | 2016-12-31 | 29,585,632 |
Total participant count | 2016-12-31 | 886 |
Total funding target for all participants | 2016-12-31 | 38,519,208 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 2,612,656 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 2,612,656 |
Amount remaining of carryover balance | 2016-12-31 | 0 |
Amount remaining of prefunding balance | 2016-12-31 | 0 |
Present value of excess contributions | 2016-12-31 | 7,849,320 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 8,148,156 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 6,777,413 |
Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 6,777,413 |
Total employer contributions | 2016-12-31 | 7,000,000 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 6,513,856 |
Liquidity shortfalls end of Q1 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2016-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 5,055,305 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 6,885,026 |
Waiver amortization installment | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 6,357,532 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 6,357,532 |
Additional cash requirement | 2016-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 6,513,856 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 869 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 544 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 38 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 165 |
Total of all active and inactive participants | 2016-01-01 | 747 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 7 |
Total participants | 2016-01-01 | 754 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 121 |
2015: PENSION PLAN FOR EMPLOYEES OF SM ENERGY COMPANY 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 782 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 741 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 32 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 89 |
Total of all active and inactive participants | 2015-01-01 | 862 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 7 |
Total participants | 2015-01-01 | 869 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 56 |
2014: PENSION PLAN FOR EMPLOYEES OF SM ENERGY COMPANY 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 719 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 674 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 27 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 74 |
Total of all active and inactive participants | 2014-01-01 | 775 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 7 |
Total participants | 2014-01-01 | 782 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 49 |
2013: PENSION PLAN FOR EMPLOYEES OF SM ENERGY COMPANY 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 635 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 621 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 20 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 72 |
Total of all active and inactive participants | 2013-01-01 | 713 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 6 |
Total participants | 2013-01-01 | 719 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 47 |
2012: PENSION PLAN FOR EMPLOYEES OF SM ENERGY COMPANY 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 551 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 555 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 12 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 48 |
Total of all active and inactive participants | 2012-01-01 | 615 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 6 |
Total participants | 2012-01-01 | 621 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 29 |
2011: PENSION PLAN FOR EMPLOYEES OF SM ENERGY COMPANY 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 501 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 501 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 39 |
Total of all active and inactive participants | 2011-01-01 | 547 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 3 |
Total participants | 2011-01-01 | 550 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 25 |
2009: PENSION PLAN FOR EMPLOYEES OF SM ENERGY COMPANY 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 423 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 502 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 34 |
Total of all active and inactive participants | 2009-01-01 | 542 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 1 |
Total participants | 2009-01-01 | 543 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 22 |
Measure | Date | Value |
---|---|---|
2022 : PENSION PLAN FOR EMPLOYEES OF SM ENERGY COMPANY 2022 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-364,812 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-364,812 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $34,516 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $4,947 |
Total income from all sources (including contributions) | 2022-12-31 | $5,126,941 |
Total loss/gain on sale of assets | 2022-12-31 | $-367,425 |
Total of all expenses incurred | 2022-12-31 | $2,014,453 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $2,014,453 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $8,870,000 |
Value of total assets at end of year | 2022-12-31 | $40,265,309 |
Value of total assets at beginning of year | 2022-12-31 | $37,123,252 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $0 |
Total interest from all sources | 2022-12-31 | $14,462 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $651,370 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $614,577 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $4,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $4,337,997 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $4,391,743 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-12-31 | $16,208 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $12,694 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $2,160 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $34,516 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $4,947 |
Other income not declared elsewhere | 2022-12-31 | $376,650 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $3,112,488 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $40,230,793 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $37,118,305 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2022-12-31 | $2,393,498 |
Assets. partnership/joint venture interests at beginning of year | 2022-12-31 | $1,967,993 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $24,541,818 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $24,609,654 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $2,520,591 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $1,951,169 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $687,394 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $499,117 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $499,117 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $14,462 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-3,600,727 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-452,577 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $8,870,000 |
Employer contributions (assets) at end of year | 2022-12-31 | $3,870,000 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $1,000,000 |
Income. Dividends from common stock | 2022-12-31 | $36,793 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,998,245 |
Assets. Corporate common stocks other than exployer securities at end of year | 2022-12-31 | $1,901,317 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-12-31 | $2,701,416 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Aggregate proceeds on sale of assets | 2022-12-31 | $15,518,309 |
Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $15,885,734 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | BDO USA, P.C. |
Accountancy firm EIN | 2022-12-31 | 135381590 |
2021 : PENSION PLAN FOR EMPLOYEES OF SM ENERGY COMPANY 2021 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $840,207 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $840,207 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $4,947 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $4,909 |
Total income from all sources (including contributions) | 2021-12-31 | $6,711,008 |
Total loss/gain on sale of assets | 2021-12-31 | $262,484 |
Total of all expenses incurred | 2021-12-31 | $4,648,702 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $4,629,954 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $3,850,000 |
Value of total assets at end of year | 2021-12-31 | $37,123,252 |
Value of total assets at beginning of year | 2021-12-31 | $35,060,908 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $18,748 |
Total interest from all sources | 2021-12-31 | $1,083 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $398,809 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $358,270 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $4,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $4,391,743 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $3,866,161 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $2,160 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $2,008 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $4,947 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $4,909 |
Other income not declared elsewhere | 2021-12-31 | $286,635 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $2,062,306 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $37,118,305 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $35,055,999 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2021-12-31 | $1,967,993 |
Assets. partnership/joint venture interests at beginning of year | 2021-12-31 | $1,870,138 |
Investment advisory and management fees | 2021-12-31 | $18,748 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $24,609,654 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $20,666,917 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $1,951,169 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $3,092,925 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $499,117 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $500,232 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $500,232 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $1,083 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $616,090 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $455,700 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $3,850,000 |
Employer contributions (assets) at end of year | 2021-12-31 | $1,000,000 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $2,050,000 |
Income. Dividends from common stock | 2021-12-31 | $40,539 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $4,629,954 |
Assets. Corporate common stocks other than exployer securities at end of year | 2021-12-31 | $2,701,416 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2021-12-31 | $3,012,527 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Aggregate proceeds on sale of assets | 2021-12-31 | $15,994,346 |
Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $15,731,862 |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2021-12-31 | 135381590 |
2020 : PENSION PLAN FOR EMPLOYEES OF SM ENERGY COMPANY 2020 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $511,069 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $511,069 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $4,909 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $8,832,144 |
Total loss/gain on sale of assets | 2020-12-31 | $-229,321 |
Total of all expenses incurred | 2020-12-31 | $11,487,896 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $11,472,884 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $5,950,000 |
Value of total assets at end of year | 2020-12-31 | $35,060,908 |
Value of total assets at beginning of year | 2020-12-31 | $37,711,751 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $15,012 |
Total interest from all sources | 2020-12-31 | $10,705 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $423,789 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $390,041 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $4,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $3,866,161 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $3,870,315 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $2,008 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $4,299 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $4,909 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $0 |
Other income not declared elsewhere | 2020-12-31 | $355,372 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $-2,655,752 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $35,055,999 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $37,711,751 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2020-12-31 | $1,870,138 |
Assets. partnership/joint venture interests at beginning of year | 2020-12-31 | $1,955,319 |
Investment advisory and management fees | 2020-12-31 | $15,012 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $20,666,917 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $24,216,741 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $3,092,925 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $3,212,467 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $500,232 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $10,705 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,496,014 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $314,516 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $5,950,000 |
Employer contributions (assets) at end of year | 2020-12-31 | $2,050,000 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $2,000,000 |
Income. Dividends from common stock | 2020-12-31 | $33,748 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $11,472,884 |
Assets. Corporate common stocks other than exployer securities at end of year | 2020-12-31 | $3,012,527 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2020-12-31 | $2,452,610 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Aggregate proceeds on sale of assets | 2020-12-31 | $23,266,174 |
Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $23,495,495 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2020-12-31 | 135381590 |
2019 : PENSION PLAN FOR EMPLOYEES OF SM ENERGY COMPANY 2019 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $463,598 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $463,598 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $9,009,039 |
Total loss/gain on sale of assets | 2019-12-31 | $381,075 |
Total of all expenses incurred | 2019-12-31 | $5,669,160 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $5,651,336 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $4,900,000 |
Value of total assets at end of year | 2019-12-31 | $37,711,751 |
Value of total assets at beginning of year | 2019-12-31 | $34,371,872 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $17,824 |
Total interest from all sources | 2019-12-31 | $37,160 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $636,322 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $596,774 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $4,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $3,870,315 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $3,620,037 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $4,299 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $5,472 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $0 |
Other income not declared elsewhere | 2019-12-31 | $192,280 |
Administrative expenses (other) incurred | 2019-12-31 | $194 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $3,339,879 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $37,711,751 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $34,371,872 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2019-12-31 | $1,955,319 |
Assets. partnership/joint venture interests at beginning of year | 2019-12-31 | $1,844,601 |
Investment advisory and management fees | 2019-12-31 | $17,630 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $24,216,741 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $18,911,557 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $3,212,467 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $2,375,337 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $631 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $631 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $37,160 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,922,516 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $476,088 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $4,900,000 |
Employer contributions (assets) at end of year | 2019-12-31 | $2,000,000 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $4,300,000 |
Income. Dividends from common stock | 2019-12-31 | $39,548 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $5,651,336 |
Assets. Corporate common stocks other than exployer securities at end of year | 2019-12-31 | $2,452,610 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-12-31 | $3,314,237 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Aggregate proceeds on sale of assets | 2019-12-31 | $21,105,126 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $20,724,051 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | ACM LLP |
Accountancy firm EIN | 2019-12-31 | 010724563 |
2018 : PENSION PLAN FOR EMPLOYEES OF SM ENERGY COMPANY 2018 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-532,802 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-532,802 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $15,154 |
Total income from all sources (including contributions) | 2018-12-31 | $7,347,448 |
Total loss/gain on sale of assets | 2018-12-31 | $-176,906 |
Total of all expenses incurred | 2018-12-31 | $8,052,302 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $8,020,862 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $8,300,000 |
Value of total assets at end of year | 2018-12-31 | $34,371,872 |
Value of total assets at beginning of year | 2018-12-31 | $35,091,880 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $31,440 |
Total interest from all sources | 2018-12-31 | $32,987 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $583,542 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $516,504 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $4,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $3,620,037 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $3,427,163 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $5,472 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $3,997 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $15,154 |
Other income not declared elsewhere | 2018-12-31 | $361,157 |
Administrative expenses (other) incurred | 2018-12-31 | $2,010 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-704,854 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $34,371,872 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $35,076,726 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2018-12-31 | $1,844,601 |
Assets. partnership/joint venture interests at beginning of year | 2018-12-31 | $1,744,296 |
Investment advisory and management fees | 2018-12-31 | $29,430 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $18,911,557 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $18,313,109 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $2,375,337 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $2,811,574 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $631 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $35,025 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $35,025 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $32,987 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-1,179,785 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $-40,745 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $8,300,000 |
Employer contributions (assets) at end of year | 2018-12-31 | $4,300,000 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $4,100,000 |
Income. Dividends from common stock | 2018-12-31 | $67,038 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $8,020,862 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2018-12-31 | $3,314,237 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2018-12-31 | $4,656,716 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Aggregate proceeds on sale of assets | 2018-12-31 | $26,890,516 |
Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $27,067,422 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | ACM LLP |
Accountancy firm EIN | 2018-12-31 | 010724563 |
2017 : PENSION PLAN FOR EMPLOYEES OF SM ENERGY COMPANY 2017 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $682,251 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $682,251 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $15,154 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $7,063,442 |
Total loss/gain on sale of assets | 2017-12-31 | $260,546 |
Total of all expenses incurred | 2017-12-31 | $10,742,192 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $10,710,131 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $4,100,000 |
Value of total assets at end of year | 2017-12-31 | $35,091,880 |
Value of total assets at beginning of year | 2017-12-31 | $38,755,476 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $32,061 |
Total interest from all sources | 2017-12-31 | $47,779 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $485,671 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $415,457 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $4,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $3,427,163 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $3,036,180 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $3,997 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $15,635 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $15,154 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $0 |
Other income not declared elsewhere | 2017-12-31 | $77,928 |
Administrative expenses (other) incurred | 2017-12-31 | $1,308 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $-3,678,750 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $35,076,726 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $38,755,476 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2017-12-31 | $1,744,296 |
Assets. partnership/joint venture interests at beginning of year | 2017-12-31 | $2,202,059 |
Investment advisory and management fees | 2017-12-31 | $30,753 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $18,313,109 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $15,738,907 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $2,811,574 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $7,032,352 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $35,025 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $47,779 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $1,080,710 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $328,557 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $4,100,000 |
Employer contributions (assets) at end of year | 2017-12-31 | $4,100,000 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $7,000,000 |
Income. Dividends from common stock | 2017-12-31 | $70,214 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $10,710,131 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2017-12-31 | $4,656,716 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-12-31 | $3,730,343 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Aggregate proceeds on sale of assets | 2017-12-31 | $20,574,858 |
Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $20,314,312 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | ANTON COLLINS MITCHELL LLP |
Accountancy firm EIN | 2017-12-31 | 010724563 |
2016 : PENSION PLAN FOR EMPLOYEES OF SM ENERGY COMPANY 2016 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $313,937 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $313,937 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $5,581 |
Total income from all sources (including contributions) | 2016-12-31 | $13,822,957 |
Total loss/gain on sale of assets | 2016-12-31 | $-92,027 |
Total of all expenses incurred | 2016-12-31 | $6,651,880 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $6,612,378 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $12,200,000 |
Value of total assets at end of year | 2016-12-31 | $38,755,476 |
Value of total assets at beginning of year | 2016-12-31 | $31,589,980 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $39,502 |
Total interest from all sources | 2016-12-31 | $26,067 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $450,629 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $364,186 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2016-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2016-12-31 | $0 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $4,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $3,036,180 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $2,972,797 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $15,635 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $593,374 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $5,581 |
Other income not declared elsewhere | 2016-12-31 | $101,811 |
Administrative expenses (other) incurred | 2016-12-31 | $1,740 |
Total non interest bearing cash at end of year | 2016-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $7,171,077 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $38,755,476 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $31,584,399 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2016-12-31 | $2,202,059 |
Assets. partnership/joint venture interests at beginning of year | 2016-12-31 | $1,499,460 |
Investment advisory and management fees | 2016-12-31 | $37,762 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $15,738,907 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $12,671,278 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $7,032,352 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $2,968,926 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $26,067 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $633,899 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $188,641 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $12,200,000 |
Employer contributions (assets) at end of year | 2016-12-31 | $7,000,000 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $5,800,000 |
Income. Dividends from common stock | 2016-12-31 | $86,443 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $6,612,378 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2016-12-31 | $3,730,343 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-12-31 | $5,084,145 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Aggregate proceeds on sale of assets | 2016-12-31 | $22,024,163 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $22,116,190 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | ANTON COLLINS MITCHELL LLP |
Accountancy firm EIN | 2016-12-31 | 010724563 |
2015 : PENSION PLAN FOR EMPLOYEES OF SM ENERGY COMPANY 2015 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-50,067 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-50,067 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $5,581 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $18,196 |
Total income from all sources (including contributions) | 2015-12-31 | $6,692,900 |
Total loss/gain on sale of assets | 2015-12-31 | $-135,291 |
Total of all expenses incurred | 2015-12-31 | $7,359,021 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $7,312,431 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $7,008,849 |
Value of total assets at end of year | 2015-12-31 | $31,589,980 |
Value of total assets at beginning of year | 2015-12-31 | $32,268,716 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $46,590 |
Total interest from all sources | 2015-12-31 | $3,537 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $424,540 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $339,313 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2015-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2015-12-31 | $12,867 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $4,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $2,972,797 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $3,505,113 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $593,374 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $7,712 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $5,581 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $18,196 |
Other income not declared elsewhere | 2015-12-31 | $210,585 |
Administrative expenses (other) incurred | 2015-12-31 | $1,488 |
Total non interest bearing cash at end of year | 2015-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $461 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-666,121 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $31,584,399 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $32,250,520 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2015-12-31 | $1,499,460 |
Assets. partnership/joint venture interests at beginning of year | 2015-12-31 | $1,327,112 |
Investment advisory and management fees | 2015-12-31 | $45,102 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $12,671,278 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $14,296,029 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $2,968,926 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $3,168,239 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $3,537 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-802,244 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $32,991 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $7,008,849 |
Employer contributions (assets) at end of year | 2015-12-31 | $5,800,000 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $4,343,134 |
Income. Dividends from common stock | 2015-12-31 | $85,227 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $7,312,431 |
Assets. Corporate common stocks other than exployer securities at end of year | 2015-12-31 | $5,084,145 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-12-31 | $5,608,049 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Aggregate proceeds on sale of assets | 2015-12-31 | $21,968,367 |
Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $22,103,658 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | ANTON COLLINS MITCHELL LLP |
Accountancy firm EIN | 2015-12-31 | 010724563 |
2014 : PENSION PLAN FOR EMPLOYEES OF SM ENERGY COMPANY 2014 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $249,003 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $249,003 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $18,196 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $27,415 |
Total income from all sources (including contributions) | 2014-12-31 | $6,117,957 |
Total loss/gain on sale of assets | 2014-12-31 | $-110,119 |
Total of all expenses incurred | 2014-12-31 | $2,825,193 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $2,755,379 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $5,343,134 |
Value of total assets at end of year | 2014-12-31 | $32,268,716 |
Value of total assets at beginning of year | 2014-12-31 | $28,985,171 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $69,814 |
Total interest from all sources | 2014-12-31 | $1,705 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $439,655 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $325,140 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2014-12-31 | $12,867 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2014-12-31 | $23,775 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $4,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $3,505,113 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $2,562,009 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $7,712 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $3,735 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $18,196 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $27,415 |
Other income not declared elsewhere | 2014-12-31 | $157,333 |
Total non interest bearing cash at end of year | 2014-12-31 | $461 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $131 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $3,292,764 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $32,250,520 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $28,957,756 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2014-12-31 | $1,327,112 |
Assets. partnership/joint venture interests at beginning of year | 2014-12-31 | $859,374 |
Investment advisory and management fees | 2014-12-31 | $69,814 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $14,296,029 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $11,310,978 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $3,168,239 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $3,139,199 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $1,705 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-269,229 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $306,475 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $5,343,134 |
Employer contributions (assets) at end of year | 2014-12-31 | $4,343,134 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $4,300,000 |
Income. Dividends from common stock | 2014-12-31 | $114,515 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $2,755,379 |
Assets. Corporate common stocks other than exployer securities at end of year | 2014-12-31 | $5,608,049 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-12-31 | $6,785,970 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Aggregate proceeds on sale of assets | 2014-12-31 | $37,085,732 |
Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $37,195,851 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | ANTON COLLINS MITCHELL LLP |
Accountancy firm EIN | 2014-12-31 | 010724563 |
2013 : PENSION PLAN FOR EMPLOYEES OF SM ENERGY COMPANY 2013 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $1,085,899 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $1,085,899 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $27,415 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $12,207 |
Total income from all sources (including contributions) | 2013-12-31 | $11,017,540 |
Total loss/gain on sale of assets | 2013-12-31 | $547,471 |
Total of all expenses incurred | 2013-12-31 | $2,686,565 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $2,642,464 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $8,247,000 |
Value of total assets at end of year | 2013-12-31 | $28,985,171 |
Value of total assets at beginning of year | 2013-12-31 | $20,638,988 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $44,101 |
Total interest from all sources | 2013-12-31 | $1,772 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $392,143 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $292,060 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2013-12-31 | $23,775 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2013-12-31 | $40,508 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $4,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $2,562,009 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $1,601,240 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $3,735 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $2,779 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $27,415 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $12,207 |
Other income not declared elsewhere | 2013-12-31 | $172,946 |
Administrative expenses (other) incurred | 2013-12-31 | $1,716 |
Total non interest bearing cash at end of year | 2013-12-31 | $131 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $226 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $8,330,975 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $28,957,756 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $20,626,781 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2013-12-31 | $859,374 |
Assets. partnership/joint venture interests at beginning of year | 2013-12-31 | $782,498 |
Investment advisory and management fees | 2013-12-31 | $42,385 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $11,310,978 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $9,654,064 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $3,139,199 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $2,800,278 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $1,772 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $-62,784 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $633,093 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $8,247,000 |
Employer contributions (assets) at end of year | 2013-12-31 | $4,300,000 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $373,000 |
Income. Dividends from preferred stock | 2013-12-31 | $5,024 |
Income. Dividends from common stock | 2013-12-31 | $95,059 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $2,642,464 |
Assets. Corporate common stocks other than exployer securities at end of year | 2013-12-31 | $6,785,970 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-12-31 | $5,384,395 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Aggregate proceeds on sale of assets | 2013-12-31 | $22,907,576 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $22,360,105 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | ANTON COLLINS MITCHELL LLP |
Accountancy firm EIN | 2013-12-31 | 010724563 |
2012 : PENSION PLAN FOR EMPLOYEES OF SM ENERGY COMPANY 2012 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $345,937 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $345,937 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $12,207 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $140,000 |
Total income from all sources (including contributions) | 2012-12-31 | $4,819,911 |
Total loss/gain on sale of assets | 2012-12-31 | $-173,740 |
Total of all expenses incurred | 2012-12-31 | $1,052,225 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,017,584 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $2,833,000 |
Value of total assets at end of year | 2012-12-31 | $20,638,988 |
Value of total assets at beginning of year | 2012-12-31 | $16,999,095 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $34,641 |
Total interest from all sources | 2012-12-31 | $1,733 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $293,616 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $229,026 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2012-12-31 | $40,508 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $4,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $1,601,240 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $2,779 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $5,380 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $12,207 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $140,000 |
Other income not declared elsewhere | 2012-12-31 | $86,225 |
Administrative expenses (other) incurred | 2012-12-31 | $3,792 |
Total non interest bearing cash at end of year | 2012-12-31 | $226 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $3,767,686 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $20,626,781 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $16,859,095 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2012-12-31 | $782,498 |
Investment advisory and management fees | 2012-12-31 | $30,849 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $9,654,064 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $13,873,707 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $2,800,278 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $200,008 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $1,733 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $1,364,286 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $68,854 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $2,833,000 |
Employer contributions (assets) at end of year | 2012-12-31 | $373,000 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $2,920,000 |
Income. Dividends from preferred stock | 2012-12-31 | $446 |
Income. Dividends from common stock | 2012-12-31 | $64,144 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,017,584 |
Assets. Corporate common stocks other than exployer securities at end of year | 2012-12-31 | $5,384,395 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Aggregate proceeds on sale of assets | 2012-12-31 | $39,498,335 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $39,672,075 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | ANTON COLLINS MITCHELL LLP |
Accountancy firm EIN | 2012-12-31 | 010724563 |
2011 : PENSION PLAN FOR EMPLOYEES OF SM ENERGY COMPANY 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $140,000 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $5,108,080 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $1,480,792 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,476,222 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $5,280,000 |
Value of total assets at end of year | 2011-12-31 | $16,999,095 |
Value of total assets at beginning of year | 2011-12-31 | $13,231,807 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $4,570 |
Total interest from all sources | 2011-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $243,783 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $243,783 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $4,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $5,380 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $3,514 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $140,000 |
Other income not declared elsewhere | 2011-12-31 | $18,318 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $3,627,288 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $16,859,095 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $13,231,807 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $4,570 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $13,873,707 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $10,328,242 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $200,008 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $51 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-434,076 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $55 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $5,280,000 |
Employer contributions (assets) at end of year | 2011-12-31 | $2,920,000 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $2,900,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,476,222 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | ANTON COLLINS MITCHELL LLP |
Accountancy firm EIN | 2011-12-31 | 010724563 |
2010 : PENSION PLAN FOR EMPLOYEES OF SM ENERGY COMPANY 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $4,082,353 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $1,676,154 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,674,769 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $2,900,000 |
Value of total assets at end of year | 2010-12-31 | $13,231,807 |
Value of total assets at beginning of year | 2010-12-31 | $10,825,608 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $1,385 |
Total interest from all sources | 2010-12-31 | $53 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $190,664 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $190,664 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $4,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $3,514 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $3,514 |
Other income not declared elsewhere | 2010-12-31 | $1,385 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $2,406,199 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $13,231,807 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $10,825,608 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $1,385 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $10,328,242 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $9,097,094 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $51 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $53 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $990,251 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $2,900,000 |
Employer contributions (assets) at end of year | 2010-12-31 | $2,900,000 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $1,725,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $1,674,769 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | ANTON COLLINS MITCHELL LLP |
Accountancy firm EIN | 2010-12-31 | 010724563 |
2009 : PENSION PLAN FOR EMPLOYEES OF SM ENERGY COMPANY 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: PENSION PLAN FOR EMPLOYEES OF SM ENERGY COMPANY 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: PENSION PLAN FOR EMPLOYEES OF SM ENERGY COMPANY 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: PENSION PLAN FOR EMPLOYEES OF SM ENERGY COMPANY 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: PENSION PLAN FOR EMPLOYEES OF SM ENERGY COMPANY 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: PENSION PLAN FOR EMPLOYEES OF SM ENERGY COMPANY 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: PENSION PLAN FOR EMPLOYEES OF SM ENERGY COMPANY 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: PENSION PLAN FOR EMPLOYEES OF SM ENERGY COMPANY 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: PENSION PLAN FOR EMPLOYEES OF SM ENERGY COMPANY 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: PENSION PLAN FOR EMPLOYEES OF SM ENERGY COMPANY 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: PENSION PLAN FOR EMPLOYEES OF SM ENERGY COMPANY 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: PENSION PLAN FOR EMPLOYEES OF SM ENERGY COMPANY 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: PENSION PLAN FOR EMPLOYEES OF SM ENERGY COMPANY 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | Yes |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: PENSION PLAN FOR EMPLOYEES OF SM ENERGY COMPANY 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |