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THE SOCIETY OF NAVAL ARCHITECTS AND MARINE ENGINEERS PENSION PLAN FOR EMPLOYEES 401k Plan overview

Plan NameTHE SOCIETY OF NAVAL ARCHITECTS AND MARINE ENGINEERS PENSION PLAN FOR EMPLOYEES
Plan identification number 001

THE SOCIETY OF NAVAL ARCHITECTS AND MARINE ENGINEERS PENSION PLAN FOR EMPLOYEES Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE SOCIETY OF NAVAL ARCHITECTS AND MARINE ENGINEERS has sponsored the creation of one or more 401k plans.

Company Name:THE SOCIETY OF NAVAL ARCHITECTS AND MARINE ENGINEERS
Employer identification number (EIN):135631379
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about THE SOCIETY OF NAVAL ARCHITECTS AND MARINE ENGINEERS

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1893-05-13
Company Identification Number: 27834

More information about THE SOCIETY OF NAVAL ARCHITECTS AND MARINE ENGINEERS

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE SOCIETY OF NAVAL ARCHITECTS AND MARINE ENGINEERS PENSION PLAN FOR EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-09-01
0012020-09-01
0012019-09-01
0012018-09-01
0012017-09-01
0012016-09-01EUGENE SANDERS EUGENE SANDERS2018-06-15
0012015-09-01ERIK SEITHER ERIK SEITHER2017-06-06
0012014-09-01ERIK SEITHER ERIK SEITHER2016-06-13
0012013-09-01ERIK SEITHER ERIK SEITHER2015-06-13
0012012-09-01ERIK SEITHER ERIK SEITHER2014-06-13
0012011-09-01ERIK SEITHER ERIK SEITHER2013-06-12
0012010-09-01ERIK SEITHER ERIK SEITHER2012-06-14
0012009-09-01ERIK SEITHER ERIK SEITHER2011-06-14

Plan Statistics for THE SOCIETY OF NAVAL ARCHITECTS AND MARINE ENGINEERS PENSION PLAN FOR EMPLOYEES

401k plan membership statisitcs for THE SOCIETY OF NAVAL ARCHITECTS AND MARINE ENGINEERS PENSION PLAN FOR EMPLOYEES

Measure Date Value
2022: THE SOCIETY OF NAVAL ARCHITECTS AND MARINE ENGINEERS PENSION PLAN FOR EMPLOYEES 2022 401k membership
Market value of plan assets2022-08-312,376,700
Acturial value of plan assets2022-08-312,139,030
Funding target for retired participants and beneficiaries receiving payment2022-08-311,371,248
Number of terminated vested participants2022-08-319
Fundng target for terminated vested participants2022-08-31387,768
Active participant vested funding target2022-08-310
Number of active participants2022-08-310
Total funding liabilities for active participants2022-08-310
Total participant count2022-08-3123
Total funding target for all participants2022-08-311,759,016
Balance at beginning of prior year after applicable adjustments2022-08-310
Prefunding balance at beginning of prior year after applicable adjustments2022-08-315,498
Carryover balanced portion elected for use to offset prior years funding requirement2022-08-310
Prefunding balanced used to offset prior years funding requirement2022-08-310
Amount remaining of carryover balance2022-08-310
Amount remaining of prefunding balance2022-08-315,498
Present value of excess contributions2022-08-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-08-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-08-310
Reductions in caryover balances due to elections or deemed elections2022-08-310
Reductions in prefunding balances due to elections or deemed elections2022-08-310
Balance of carryovers at beginning of current year2022-08-310
Balance of prefunding at beginning of current year2022-08-317,271
Total employer contributions2022-08-310
Total employee contributions2022-08-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-08-310
Contributions made to avoid restrictions adjusted to valuation date2022-08-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-08-310
Unpaid minimum required contributions for all prior years2022-08-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-08-310
Remaining amount of unpaid minimum required contributions2022-08-310
Minimum required contributions for current year target normal cost2022-08-310
Net shortfall amortization installment of oustanding balance2022-08-310
Waiver amortization installment2022-08-310
Total funding amount beforereflecting carryover/prefunding balances2022-08-310
Carryover balance elected to use to offset funding requirement2022-08-310
Prefunding balance elected to use to offset funding requirement2022-08-310
Additional cash requirement2022-08-310
Contributions allocatedtoward minimum required contributions for current year2022-08-310
Unpaid minimum required contributions for current year2022-08-310
Unpaid minimum required contributions for all years2022-08-310
2021: THE SOCIETY OF NAVAL ARCHITECTS AND MARINE ENGINEERS PENSION PLAN FOR EMPLOYEES 2021 401k membership
Total participants, beginning-of-year2021-09-0123
Total number of active participants reported on line 7a of the Form 55002021-09-010
Number of retired or separated participants receiving benefits2021-09-0114
Number of other retired or separated participants entitled to future benefits2021-09-016
Total of all active and inactive participants2021-09-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-09-013
Total participants2021-09-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-09-010
Market value of plan assets2021-08-312,029,499
Acturial value of plan assets2021-08-311,942,280
Funding target for retired participants and beneficiaries receiving payment2021-08-311,435,147
Number of terminated vested participants2021-08-3110
Fundng target for terminated vested participants2021-08-31485,692
Active participant vested funding target2021-08-310
Number of active participants2021-08-310
Total funding liabilities for active participants2021-08-310
Total participant count2021-08-3123
Total funding target for all participants2021-08-311,920,839
Balance at beginning of prior year after applicable adjustments2021-08-310
Prefunding balance at beginning of prior year after applicable adjustments2021-08-316,082
Carryover balanced portion elected for use to offset prior years funding requirement2021-08-310
Prefunding balanced used to offset prior years funding requirement2021-08-311,311
Amount remaining of carryover balance2021-08-310
Amount remaining of prefunding balance2021-08-314,771
Present value of excess contributions2021-08-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-08-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-08-310
Reductions in caryover balances due to elections or deemed elections2021-08-310
Reductions in prefunding balances due to elections or deemed elections2021-08-310
Balance of carryovers at beginning of current year2021-08-310
Balance of prefunding at beginning of current year2021-08-315,498
Total employer contributions2021-08-310
Total employee contributions2021-08-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-08-310
Contributions made to avoid restrictions adjusted to valuation date2021-08-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-08-310
Unpaid minimum required contributions for all prior years2021-08-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-08-310
Remaining amount of unpaid minimum required contributions2021-08-310
Minimum required contributions for current year target normal cost2021-08-310
Net shortfall amortization installment of oustanding balance2021-08-310
Waiver amortization installment2021-08-310
Total funding amount beforereflecting carryover/prefunding balances2021-08-310
Carryover balance elected to use to offset funding requirement2021-08-310
Prefunding balance elected to use to offset funding requirement2021-08-310
Additional cash requirement2021-08-310
Contributions allocatedtoward minimum required contributions for current year2021-08-310
Unpaid minimum required contributions for current year2021-08-310
Unpaid minimum required contributions for all years2021-08-310
2020: THE SOCIETY OF NAVAL ARCHITECTS AND MARINE ENGINEERS PENSION PLAN FOR EMPLOYEES 2020 401k membership
Total participants, beginning-of-year2020-09-0123
Total number of active participants reported on line 7a of the Form 55002020-09-010
Number of retired or separated participants receiving benefits2020-09-0112
Number of other retired or separated participants entitled to future benefits2020-09-018
Total of all active and inactive participants2020-09-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-09-013
Total participants2020-09-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-09-010
Market value of plan assets2020-08-311,914,656
Acturial value of plan assets2020-08-311,941,140
Funding target for retired participants and beneficiaries receiving payment2020-08-311,492,056
Number of terminated vested participants2020-08-3110
Fundng target for terminated vested participants2020-08-31451,068
Active participant vested funding target2020-08-310
Number of active participants2020-08-310
Total funding liabilities for active participants2020-08-310
Total participant count2020-08-3124
Total funding target for all participants2020-08-311,943,124
Balance at beginning of prior year after applicable adjustments2020-08-310
Prefunding balance at beginning of prior year after applicable adjustments2020-08-316,128
Carryover balanced portion elected for use to offset prior years funding requirement2020-08-310
Prefunding balanced used to offset prior years funding requirement2020-08-310
Amount remaining of carryover balance2020-08-310
Amount remaining of prefunding balance2020-08-316,128
Present value of excess contributions2020-08-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-08-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-08-310
Reductions in caryover balances due to elections or deemed elections2020-08-310
Reductions in prefunding balances due to elections or deemed elections2020-08-310
Balance of carryovers at beginning of current year2020-08-310
Balance of prefunding at beginning of current year2020-08-316,082
Total employer contributions2020-08-310
Total employee contributions2020-08-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-08-310
Contributions made to avoid restrictions adjusted to valuation date2020-08-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-08-310
Unpaid minimum required contributions for all prior years2020-08-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-08-310
Remaining amount of unpaid minimum required contributions2020-08-310
Minimum required contributions for current year target normal cost2020-08-310
Net shortfall amortization installment of oustanding balance2020-08-318,066
Waiver amortization installment2020-08-310
Total funding amount beforereflecting carryover/prefunding balances2020-08-311,311
Carryover balance elected to use to offset funding requirement2020-08-310
Prefunding balance elected to use to offset funding requirement2020-08-311,311
Additional cash requirement2020-08-310
Contributions allocatedtoward minimum required contributions for current year2020-08-310
Unpaid minimum required contributions for current year2020-08-310
Unpaid minimum required contributions for all years2020-08-310
2019: THE SOCIETY OF NAVAL ARCHITECTS AND MARINE ENGINEERS PENSION PLAN FOR EMPLOYEES 2019 401k membership
Total participants, beginning-of-year2019-09-0124
Total number of active participants reported on line 7a of the Form 55002019-09-010
Number of retired or separated participants receiving benefits2019-09-0112
Number of other retired or separated participants entitled to future benefits2019-09-019
Total of all active and inactive participants2019-09-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-09-012
Total participants2019-09-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-09-010
Market value of plan assets2019-08-312,099,159
Acturial value of plan assets2019-08-311,964,180
Funding target for retired participants and beneficiaries receiving payment2019-08-311,541,126
Number of terminated vested participants2019-08-3110
Fundng target for terminated vested participants2019-08-31416,926
Active participant vested funding target2019-08-310
Number of active participants2019-08-310
Total funding liabilities for active participants2019-08-310
Total participant count2019-08-3124
Total funding target for all participants2019-08-311,958,052
Balance at beginning of prior year after applicable adjustments2019-08-310
Prefunding balance at beginning of prior year after applicable adjustments2019-08-318,902
Carryover balanced portion elected for use to offset prior years funding requirement2019-08-310
Prefunding balanced used to offset prior years funding requirement2019-08-310
Amount remaining of carryover balance2019-08-310
Amount remaining of prefunding balance2019-08-318,902
Present value of excess contributions2019-08-3147
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-08-3150
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-08-3150
Reductions in caryover balances due to elections or deemed elections2019-08-310
Reductions in prefunding balances due to elections or deemed elections2019-08-314,064
Balance of carryovers at beginning of current year2019-08-310
Balance of prefunding at beginning of current year2019-08-316,128
Total employer contributions2019-08-310
Total employee contributions2019-08-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-08-310
Contributions made to avoid restrictions adjusted to valuation date2019-08-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-08-310
Unpaid minimum required contributions for all prior years2019-08-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-08-310
Remaining amount of unpaid minimum required contributions2019-08-310
Minimum required contributions for current year target normal cost2019-08-310
Net shortfall amortization installment of oustanding balance2019-08-310
Waiver amortization installment2019-08-310
Total funding amount beforereflecting carryover/prefunding balances2019-08-310
Carryover balance elected to use to offset funding requirement2019-08-310
Prefunding balance elected to use to offset funding requirement2019-08-310
Additional cash requirement2019-08-310
Contributions allocatedtoward minimum required contributions for current year2019-08-310
Unpaid minimum required contributions for current year2019-08-310
Unpaid minimum required contributions for all years2019-08-310
2018: THE SOCIETY OF NAVAL ARCHITECTS AND MARINE ENGINEERS PENSION PLAN FOR EMPLOYEES 2018 401k membership
Total participants, beginning-of-year2018-09-0124
Total number of active participants reported on line 7a of the Form 55002018-09-010
Number of retired or separated participants receiving benefits2018-09-0112
Number of other retired or separated participants entitled to future benefits2018-09-019
Total of all active and inactive participants2018-09-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-09-013
Total participants2018-09-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-09-010
Market value of plan assets2018-08-311,924,400
Acturial value of plan assets2018-08-311,837,967
Funding target for retired participants and beneficiaries receiving payment2018-08-311,529,246
Number of terminated vested participants2018-08-3110
Fundng target for terminated vested participants2018-08-31373,109
Active participant vested funding target2018-08-310
Number of active participants2018-08-310
Total funding liabilities for active participants2018-08-310
Total participant count2018-08-3125
Total funding target for all participants2018-08-311,902,355
Balance at beginning of prior year after applicable adjustments2018-08-310
Prefunding balance at beginning of prior year after applicable adjustments2018-08-317,800
Carryover balanced portion elected for use to offset prior years funding requirement2018-08-310
Prefunding balanced used to offset prior years funding requirement2018-08-310
Amount remaining of carryover balance2018-08-310
Amount remaining of prefunding balance2018-08-317,800
Present value of excess contributions2018-08-31123
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-08-31130
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-08-31130
Reductions in caryover balances due to elections or deemed elections2018-08-310
Reductions in prefunding balances due to elections or deemed elections2018-08-310
Balance of carryovers at beginning of current year2018-08-310
Balance of prefunding at beginning of current year2018-08-318,902
Total employer contributions2018-08-31106,297
Total employee contributions2018-08-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-08-310
Contributions made to avoid restrictions adjusted to valuation date2018-08-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-08-3193,274
Unpaid minimum required contributions for all prior years2018-08-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-08-310
Remaining amount of unpaid minimum required contributions2018-08-310
Minimum required contributions for current year target normal cost2018-08-3110,000
Net shortfall amortization installment of oustanding balance2018-08-3173,290
Waiver amortization installment2018-08-310
Total funding amount beforereflecting carryover/prefunding balances2018-08-3193,227
Carryover balance elected to use to offset funding requirement2018-08-310
Prefunding balance elected to use to offset funding requirement2018-08-310
Additional cash requirement2018-08-3193,227
Contributions allocatedtoward minimum required contributions for current year2018-08-3193,274
Unpaid minimum required contributions for current year2018-08-310
Unpaid minimum required contributions for all years2018-08-310
2017: THE SOCIETY OF NAVAL ARCHITECTS AND MARINE ENGINEERS PENSION PLAN FOR EMPLOYEES 2017 401k membership
Total participants, beginning-of-year2017-09-0125
Total number of active participants reported on line 7a of the Form 55002017-09-010
Number of retired or separated participants receiving benefits2017-09-0112
Number of other retired or separated participants entitled to future benefits2017-09-019
Total of all active and inactive participants2017-09-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-09-013
Total participants2017-09-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-09-010
Market value of plan assets2017-08-311,766,361
Acturial value of plan assets2017-08-311,782,509
Funding target for retired participants and beneficiaries receiving payment2017-08-311,560,144
Number of terminated vested participants2017-08-319
Fundng target for terminated vested participants2017-08-31316,218
Active participant vested funding target2017-08-3126,342
Number of active participants2017-08-311
Total funding liabilities for active participants2017-08-3126,342
Total participant count2017-08-3125
Total funding target for all participants2017-08-311,902,704
Balance at beginning of prior year after applicable adjustments2017-08-310
Prefunding balance at beginning of prior year after applicable adjustments2017-08-317,031
Carryover balanced portion elected for use to offset prior years funding requirement2017-08-310
Prefunding balanced used to offset prior years funding requirement2017-08-310
Amount remaining of carryover balance2017-08-310
Amount remaining of prefunding balance2017-08-317,031
Present value of excess contributions2017-08-31175
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-08-31186
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-08-31186
Reductions in caryover balances due to elections or deemed elections2017-08-310
Reductions in prefunding balances due to elections or deemed elections2017-08-310
Balance of carryovers at beginning of current year2017-08-310
Balance of prefunding at beginning of current year2017-08-317,800
Total employer contributions2017-08-31138,107
Total employee contributions2017-08-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-08-310
Contributions made to avoid restrictions adjusted to valuation date2017-08-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-08-31120,890
Unpaid minimum required contributions for all prior years2017-08-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-08-310
Remaining amount of unpaid minimum required contributions2017-08-310
Minimum required contributions for current year target normal cost2017-08-3110,000
Net shortfall amortization installment of oustanding balance2017-08-31127,995
Waiver amortization installment2017-08-310
Total funding amount beforereflecting carryover/prefunding balances2017-08-31120,767
Carryover balance elected to use to offset funding requirement2017-08-310
Prefunding balance elected to use to offset funding requirement2017-08-310
Additional cash requirement2017-08-31120,767
Contributions allocatedtoward minimum required contributions for current year2017-08-31120,890
Unpaid minimum required contributions for current year2017-08-310
Unpaid minimum required contributions for all years2017-08-310
2016: THE SOCIETY OF NAVAL ARCHITECTS AND MARINE ENGINEERS PENSION PLAN FOR EMPLOYEES 2016 401k membership
Total participants, beginning-of-year2016-09-0125
Total number of active participants reported on line 7a of the Form 55002016-09-010
Number of retired or separated participants receiving benefits2016-09-0113
Number of other retired or separated participants entitled to future benefits2016-09-019
Total of all active and inactive participants2016-09-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-09-013
Total participants2016-09-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-09-010
2015: THE SOCIETY OF NAVAL ARCHITECTS AND MARINE ENGINEERS PENSION PLAN FOR EMPLOYEES 2015 401k membership
Total participants, beginning-of-year2015-09-0125
Total number of active participants reported on line 7a of the Form 55002015-09-011
Number of retired or separated participants receiving benefits2015-09-0113
Number of other retired or separated participants entitled to future benefits2015-09-018
Total of all active and inactive participants2015-09-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-09-013
Total participants2015-09-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-09-010
2014: THE SOCIETY OF NAVAL ARCHITECTS AND MARINE ENGINEERS PENSION PLAN FOR EMPLOYEES 2014 401k membership
Total participants, beginning-of-year2014-09-0125
Total number of active participants reported on line 7a of the Form 55002014-09-011
Number of retired or separated participants receiving benefits2014-09-0113
Number of other retired or separated participants entitled to future benefits2014-09-018
Total of all active and inactive participants2014-09-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-09-013
Total participants2014-09-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-09-010
2013: THE SOCIETY OF NAVAL ARCHITECTS AND MARINE ENGINEERS PENSION PLAN FOR EMPLOYEES 2013 401k membership
Total participants, beginning-of-year2013-09-0126
Total number of active participants reported on line 7a of the Form 55002013-09-011
Number of retired or separated participants receiving benefits2013-09-0112
Number of other retired or separated participants entitled to future benefits2013-09-019
Total of all active and inactive participants2013-09-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-09-013
Total participants2013-09-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-09-010
2012: THE SOCIETY OF NAVAL ARCHITECTS AND MARINE ENGINEERS PENSION PLAN FOR EMPLOYEES 2012 401k membership
Total participants, beginning-of-year2012-09-0128
Total number of active participants reported on line 7a of the Form 55002012-09-015
Number of retired or separated participants receiving benefits2012-09-0111
Number of other retired or separated participants entitled to future benefits2012-09-017
Total of all active and inactive participants2012-09-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-09-013
Total participants2012-09-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-09-010
2011: THE SOCIETY OF NAVAL ARCHITECTS AND MARINE ENGINEERS PENSION PLAN FOR EMPLOYEES 2011 401k membership
Total participants, beginning-of-year2011-09-0128
Total number of active participants reported on line 7a of the Form 55002011-09-015
Number of retired or separated participants receiving benefits2011-09-0113
Number of other retired or separated participants entitled to future benefits2011-09-017
Total of all active and inactive participants2011-09-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-09-013
Total participants2011-09-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-09-010
2010: THE SOCIETY OF NAVAL ARCHITECTS AND MARINE ENGINEERS PENSION PLAN FOR EMPLOYEES 2010 401k membership
Total participants, beginning-of-year2010-09-0128
Total number of active participants reported on line 7a of the Form 55002010-09-015
Number of retired or separated participants receiving benefits2010-09-0112
Number of other retired or separated participants entitled to future benefits2010-09-018
Total of all active and inactive participants2010-09-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-09-013
Total participants2010-09-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-09-010
2009: THE SOCIETY OF NAVAL ARCHITECTS AND MARINE ENGINEERS PENSION PLAN FOR EMPLOYEES 2009 401k membership
Total participants, beginning-of-year2009-09-0129
Total number of active participants reported on line 7a of the Form 55002009-09-016
Number of retired or separated participants receiving benefits2009-09-0110
Number of other retired or separated participants entitled to future benefits2009-09-019
Total of all active and inactive participants2009-09-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-09-013
Total participants2009-09-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-09-010

Financial Data on THE SOCIETY OF NAVAL ARCHITECTS AND MARINE ENGINEERS PENSION PLAN FOR EMPLOYEES

Measure Date Value
2022 : THE SOCIETY OF NAVAL ARCHITECTS AND MARINE ENGINEERS PENSION PLAN FOR EMPLOYEES 2022 401k financial data
Transfers to/from the plan2022-08-31$0
Total plan liabilities at end of year2022-08-31$0
Total plan liabilities at beginning of year2022-08-31$0
Total income from all sources2022-08-31$-299,133
Expenses. Total of all expenses incurred2022-08-31$253,404
Benefits paid (including direct rollovers)2022-08-31$228,987
Total plan assets at end of year2022-08-31$1,824,163
Total plan assets at beginning of year2022-08-31$2,376,700
Value of fidelity bond covering the plan2022-08-31$2,000,000
Total contributions received or receivable from participants2022-08-31$0
Expenses. Other expenses not covered elsewhere2022-08-31$0
Contributions received from other sources (not participants or employers)2022-08-31$0
Other income received2022-08-31$-299,133
Noncash contributions received2022-08-31$0
Net income (gross income less expenses)2022-08-31$-552,537
Net plan assets at end of year (total assets less liabilities)2022-08-31$1,824,163
Net plan assets at beginning of year (total assets less liabilities)2022-08-31$2,376,700
Total contributions received or receivable from employer(s)2022-08-31$0
Value of certain deemed distributions of participant loans2022-08-31$0
Value of corrective distributions2022-08-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-08-31$24,417
2021 : THE SOCIETY OF NAVAL ARCHITECTS AND MARINE ENGINEERS PENSION PLAN FOR EMPLOYEES 2021 401k financial data
Transfers to/from the plan2021-08-31$0
Total plan liabilities at end of year2021-08-31$0
Total plan liabilities at beginning of year2021-08-31$0
Total income from all sources2021-08-31$617,472
Expenses. Total of all expenses incurred2021-08-31$270,271
Benefits paid (including direct rollovers)2021-08-31$245,500
Total plan assets at end of year2021-08-31$2,376,700
Total plan assets at beginning of year2021-08-31$2,029,499
Value of fidelity bond covering the plan2021-08-31$2,000,000
Total contributions received or receivable from participants2021-08-31$0
Expenses. Other expenses not covered elsewhere2021-08-31$0
Contributions received from other sources (not participants or employers)2021-08-31$0
Other income received2021-08-31$617,472
Noncash contributions received2021-08-31$0
Net income (gross income less expenses)2021-08-31$347,201
Net plan assets at end of year (total assets less liabilities)2021-08-31$2,376,700
Net plan assets at beginning of year (total assets less liabilities)2021-08-31$2,029,499
Total contributions received or receivable from employer(s)2021-08-31$0
Value of certain deemed distributions of participant loans2021-08-31$0
Value of corrective distributions2021-08-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-08-31$24,771
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-08-31$0
2020 : THE SOCIETY OF NAVAL ARCHITECTS AND MARINE ENGINEERS PENSION PLAN FOR EMPLOYEES 2020 401k financial data
Transfers to/from the plan2020-08-31$0
Total plan liabilities at end of year2020-08-31$0
Total plan liabilities at beginning of year2020-08-31$0
Total income from all sources2020-08-31$280,151
Expenses. Total of all expenses incurred2020-08-31$165,308
Benefits paid (including direct rollovers)2020-08-31$157,775
Total plan assets at end of year2020-08-31$2,029,499
Total plan assets at beginning of year2020-08-31$1,914,656
Value of fidelity bond covering the plan2020-08-31$2,000,000
Total contributions received or receivable from participants2020-08-31$0
Expenses. Other expenses not covered elsewhere2020-08-31$0
Contributions received from other sources (not participants or employers)2020-08-31$0
Other income received2020-08-31$280,151
Noncash contributions received2020-08-31$0
Net income (gross income less expenses)2020-08-31$114,843
Net plan assets at end of year (total assets less liabilities)2020-08-31$2,029,499
Net plan assets at beginning of year (total assets less liabilities)2020-08-31$1,914,656
Total contributions received or receivable from employer(s)2020-08-31$0
Value of certain deemed distributions of participant loans2020-08-31$0
Value of corrective distributions2020-08-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-08-31$7,533
2019 : THE SOCIETY OF NAVAL ARCHITECTS AND MARINE ENGINEERS PENSION PLAN FOR EMPLOYEES 2019 401k financial data
Transfers to/from the plan2019-08-31$0
Total plan liabilities at end of year2019-08-31$0
Total plan liabilities at beginning of year2019-08-31$0
Total income from all sources2019-08-31$-14,486
Expenses. Total of all expenses incurred2019-08-31$174,006
Benefits paid (including direct rollovers)2019-08-31$173,998
Total plan assets at end of year2019-08-31$1,914,656
Total plan assets at beginning of year2019-08-31$2,103,148
Value of fidelity bond covering the plan2019-08-31$2,000,000
Total contributions received or receivable from participants2019-08-31$0
Expenses. Other expenses not covered elsewhere2019-08-31$0
Contributions received from other sources (not participants or employers)2019-08-31$0
Other income received2019-08-31$-14,486
Noncash contributions received2019-08-31$0
Net income (gross income less expenses)2019-08-31$-188,492
Net plan assets at end of year (total assets less liabilities)2019-08-31$1,914,656
Net plan assets at beginning of year (total assets less liabilities)2019-08-31$2,103,148
Total contributions received or receivable from employer(s)2019-08-31$0
Value of certain deemed distributions of participant loans2019-08-31$0
Value of corrective distributions2019-08-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-08-31$8
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-08-31$0
2018 : THE SOCIETY OF NAVAL ARCHITECTS AND MARINE ENGINEERS PENSION PLAN FOR EMPLOYEES 2018 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-08-31$0
2017 : THE SOCIETY OF NAVAL ARCHITECTS AND MARINE ENGINEERS PENSION PLAN FOR EMPLOYEES 2017 401k financial data
Transfers to/from the plan2017-08-31$0
Total plan liabilities at end of year2017-08-31$0
Total plan liabilities at beginning of year2017-08-31$0
Total income from all sources2017-08-31$336,696
Expenses. Total of all expenses incurred2017-08-31$178,473
Benefits paid (including direct rollovers)2017-08-31$178,465
Total plan assets at end of year2017-08-31$1,929,716
Total plan assets at beginning of year2017-08-31$1,771,493
Value of fidelity bond covering the plan2017-08-31$2,000,000
Total contributions received or receivable from participants2017-08-31$0
Expenses. Other expenses not covered elsewhere2017-08-31$0
Contributions received from other sources (not participants or employers)2017-08-31$0
Other income received2017-08-31$198,589
Noncash contributions received2017-08-31$0
Net income (gross income less expenses)2017-08-31$158,223
Net plan assets at end of year (total assets less liabilities)2017-08-31$1,929,716
Net plan assets at beginning of year (total assets less liabilities)2017-08-31$1,771,493
Total contributions received or receivable from employer(s)2017-08-31$138,107
Value of certain deemed distributions of participant loans2017-08-31$0
Value of corrective distributions2017-08-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-08-31$8
2016 : THE SOCIETY OF NAVAL ARCHITECTS AND MARINE ENGINEERS PENSION PLAN FOR EMPLOYEES 2016 401k financial data
Transfers to/from the plan2016-08-31$0
Total plan liabilities at end of year2016-08-31$0
Total plan liabilities at beginning of year2016-08-31$0
Total income from all sources2016-08-31$256,199
Expenses. Total of all expenses incurred2016-08-31$178,473
Benefits paid (including direct rollovers)2016-08-31$178,465
Total plan assets at end of year2016-08-31$1,771,493
Total plan assets at beginning of year2016-08-31$1,693,767
Value of fidelity bond covering the plan2016-08-31$2,000,000
Total contributions received or receivable from participants2016-08-31$0
Expenses. Other expenses not covered elsewhere2016-08-31$0
Contributions received from other sources (not participants or employers)2016-08-31$0
Other income received2016-08-31$126,687
Noncash contributions received2016-08-31$0
Net income (gross income less expenses)2016-08-31$77,726
Net plan assets at end of year (total assets less liabilities)2016-08-31$1,771,493
Net plan assets at beginning of year (total assets less liabilities)2016-08-31$1,693,767
Total contributions received or receivable from employer(s)2016-08-31$129,512
Value of certain deemed distributions of participant loans2016-08-31$0
Value of corrective distributions2016-08-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-08-31$8
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-08-31$0
2015 : THE SOCIETY OF NAVAL ARCHITECTS AND MARINE ENGINEERS PENSION PLAN FOR EMPLOYEES 2015 401k financial data
Transfers to/from the plan2015-08-31$0
Total plan liabilities at end of year2015-08-31$0
Total plan liabilities at beginning of year2015-08-31$0
Total income from all sources2015-08-31$142,430
Expenses. Total of all expenses incurred2015-08-31$178,974
Benefits paid (including direct rollovers)2015-08-31$178,966
Total plan assets at end of year2015-08-31$1,693,767
Total plan assets at beginning of year2015-08-31$1,730,311
Value of fidelity bond covering the plan2015-08-31$2,000,000
Total contributions received or receivable from participants2015-08-31$0
Expenses. Other expenses not covered elsewhere2015-08-31$0
Contributions received from other sources (not participants or employers)2015-08-31$0
Other income received2015-08-31$-43,762
Noncash contributions received2015-08-31$0
Net income (gross income less expenses)2015-08-31$-36,544
Net plan assets at end of year (total assets less liabilities)2015-08-31$1,693,767
Net plan assets at beginning of year (total assets less liabilities)2015-08-31$1,730,311
Total contributions received or receivable from employer(s)2015-08-31$186,192
Value of certain deemed distributions of participant loans2015-08-31$0
Value of corrective distributions2015-08-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-08-31$8
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-08-31$0
2014 : THE SOCIETY OF NAVAL ARCHITECTS AND MARINE ENGINEERS PENSION PLAN FOR EMPLOYEES 2014 401k financial data
Transfers to/from the plan2014-08-31$0
Total plan liabilities at end of year2014-08-31$0
Total plan liabilities at beginning of year2014-08-31$0
Total income from all sources2014-08-31$452,686
Expenses. Total of all expenses incurred2014-08-31$172,414
Benefits paid (including direct rollovers)2014-08-31$172,406
Total plan assets at end of year2014-08-31$1,730,311
Total plan assets at beginning of year2014-08-31$1,450,039
Value of fidelity bond covering the plan2014-08-31$2,000,000
Total contributions received or receivable from participants2014-08-31$0
Expenses. Other expenses not covered elsewhere2014-08-31$0
Contributions received from other sources (not participants or employers)2014-08-31$0
Other income received2014-08-31$222,465
Noncash contributions received2014-08-31$0
Net income (gross income less expenses)2014-08-31$280,272
Net plan assets at end of year (total assets less liabilities)2014-08-31$1,730,311
Net plan assets at beginning of year (total assets less liabilities)2014-08-31$1,450,039
Total contributions received or receivable from employer(s)2014-08-31$230,221
Value of certain deemed distributions of participant loans2014-08-31$0
Value of corrective distributions2014-08-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-08-31$8
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-08-31$0
2013 : THE SOCIETY OF NAVAL ARCHITECTS AND MARINE ENGINEERS PENSION PLAN FOR EMPLOYEES 2013 401k financial data
Transfers to/from the plan2013-08-31$0
Total plan liabilities at end of year2013-08-31$0
Total plan liabilities at beginning of year2013-08-31$0
Total income from all sources2013-08-31$384,127
Expenses. Total of all expenses incurred2013-08-31$220,248
Benefits paid (including direct rollovers)2013-08-31$211,080
Total plan assets at end of year2013-08-31$1,450,039
Total plan assets at beginning of year2013-08-31$1,286,160
Value of fidelity bond covering the plan2013-08-31$2,000,000
Total contributions received or receivable from participants2013-08-31$0
Expenses. Other expenses not covered elsewhere2013-08-31$0
Contributions received from other sources (not participants or employers)2013-08-31$0
Other income received2013-08-31$138,861
Noncash contributions received2013-08-31$0
Net income (gross income less expenses)2013-08-31$163,879
Net plan assets at end of year (total assets less liabilities)2013-08-31$1,450,039
Net plan assets at beginning of year (total assets less liabilities)2013-08-31$1,286,160
Total contributions received or receivable from employer(s)2013-08-31$245,266
Value of certain deemed distributions of participant loans2013-08-31$0
Value of corrective distributions2013-08-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-08-31$9,168
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-08-31$0
2012 : THE SOCIETY OF NAVAL ARCHITECTS AND MARINE ENGINEERS PENSION PLAN FOR EMPLOYEES 2012 401k financial data
Transfers to/from the plan2012-08-31$0
Total plan liabilities at end of year2012-08-31$0
Total plan liabilities at beginning of year2012-08-31$0
Total income from all sources2012-08-31$314,252
Expenses. Total of all expenses incurred2012-08-31$228,471
Benefits paid (including direct rollovers)2012-08-31$219,633
Total plan assets at end of year2012-08-31$1,286,160
Total plan assets at beginning of year2012-08-31$1,200,379
Value of fidelity bond covering the plan2012-08-31$2,000,000
Total contributions received or receivable from participants2012-08-31$0
Expenses. Other expenses not covered elsewhere2012-08-31$0
Contributions received from other sources (not participants or employers)2012-08-31$0
Other income received2012-08-31$95,605
Noncash contributions received2012-08-31$0
Net income (gross income less expenses)2012-08-31$85,781
Net plan assets at end of year (total assets less liabilities)2012-08-31$1,286,160
Net plan assets at beginning of year (total assets less liabilities)2012-08-31$1,200,379
Total contributions received or receivable from employer(s)2012-08-31$218,647
Value of certain deemed distributions of participant loans2012-08-31$0
Value of corrective distributions2012-08-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-08-31$8,838
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-08-31$0
2011 : THE SOCIETY OF NAVAL ARCHITECTS AND MARINE ENGINEERS PENSION PLAN FOR EMPLOYEES 2011 401k financial data
Transfers to/from the plan2011-08-31$0
Total plan liabilities at end of year2011-08-31$0
Total plan liabilities at beginning of year2011-08-31$0
Total income from all sources2011-08-31$299,872
Expenses. Total of all expenses incurred2011-08-31$210,344
Benefits paid (including direct rollovers)2011-08-31$201,726
Total plan assets at end of year2011-08-31$1,200,379
Total plan assets at beginning of year2011-08-31$1,110,851
Value of fidelity bond covering the plan2011-08-31$2,000,000
Total contributions received or receivable from participants2011-08-31$0
Expenses. Other expenses not covered elsewhere2011-08-31$0
Contributions received from other sources (not participants or employers)2011-08-31$0
Other income received2011-08-31$148,342
Noncash contributions received2011-08-31$0
Net income (gross income less expenses)2011-08-31$89,528
Net plan assets at end of year (total assets less liabilities)2011-08-31$1,200,379
Net plan assets at beginning of year (total assets less liabilities)2011-08-31$1,110,851
Total contributions received or receivable from employer(s)2011-08-31$151,530
Value of certain deemed distributions of participant loans2011-08-31$0
Value of corrective distributions2011-08-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-08-31$8,618
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-08-31$0
2010 : THE SOCIETY OF NAVAL ARCHITECTS AND MARINE ENGINEERS PENSION PLAN FOR EMPLOYEES 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-08-31$0

Form 5500 Responses for THE SOCIETY OF NAVAL ARCHITECTS AND MARINE ENGINEERS PENSION PLAN FOR EMPLOYEES

2021: THE SOCIETY OF NAVAL ARCHITECTS AND MARINE ENGINEERS PENSION PLAN FOR EMPLOYEES 2021 form 5500 responses
2021-09-01Type of plan entitySingle employer plan
2021-09-01Submission has been amendedNo
2021-09-01This submission is the final filingNo
2021-09-01This return/report is a short plan year return/report (less than 12 months)No
2021-09-01Plan is a collectively bargained planNo
2021-09-01Plan funding arrangement – InsuranceYes
2021-09-01Plan funding arrangement – TrustYes
2021-09-01Plan benefit arrangement – InsuranceYes
2021-09-01Plan benefit arrangement - TrustYes
2020: THE SOCIETY OF NAVAL ARCHITECTS AND MARINE ENGINEERS PENSION PLAN FOR EMPLOYEES 2020 form 5500 responses
2020-09-01Type of plan entitySingle employer plan
2020-09-01Submission has been amendedNo
2020-09-01This submission is the final filingNo
2020-09-01This return/report is a short plan year return/report (less than 12 months)No
2020-09-01Plan is a collectively bargained planNo
2020-09-01Plan funding arrangement – InsuranceYes
2020-09-01Plan funding arrangement – TrustYes
2020-09-01Plan benefit arrangement – InsuranceYes
2020-09-01Plan benefit arrangement - TrustYes
2019: THE SOCIETY OF NAVAL ARCHITECTS AND MARINE ENGINEERS PENSION PLAN FOR EMPLOYEES 2019 form 5500 responses
2019-09-01Type of plan entitySingle employer plan
2019-09-01Submission has been amendedNo
2019-09-01This submission is the final filingNo
2019-09-01This return/report is a short plan year return/report (less than 12 months)No
2019-09-01Plan is a collectively bargained planNo
2019-09-01Plan funding arrangement – InsuranceYes
2019-09-01Plan funding arrangement – TrustYes
2019-09-01Plan benefit arrangement – InsuranceYes
2019-09-01Plan benefit arrangement - TrustYes
2018: THE SOCIETY OF NAVAL ARCHITECTS AND MARINE ENGINEERS PENSION PLAN FOR EMPLOYEES 2018 form 5500 responses
2018-09-01Type of plan entitySingle employer plan
2018-09-01Submission has been amendedNo
2018-09-01This submission is the final filingNo
2018-09-01This return/report is a short plan year return/report (less than 12 months)No
2018-09-01Plan is a collectively bargained planNo
2018-09-01Plan funding arrangement – InsuranceYes
2018-09-01Plan funding arrangement – TrustYes
2018-09-01Plan benefit arrangement – InsuranceYes
2018-09-01Plan benefit arrangement - TrustYes
2017: THE SOCIETY OF NAVAL ARCHITECTS AND MARINE ENGINEERS PENSION PLAN FOR EMPLOYEES 2017 form 5500 responses
2017-09-01Type of plan entitySingle employer plan
2017-09-01Submission has been amendedNo
2017-09-01This submission is the final filingNo
2017-09-01This return/report is a short plan year return/report (less than 12 months)No
2017-09-01Plan is a collectively bargained planNo
2017-09-01Plan funding arrangement – InsuranceYes
2017-09-01Plan funding arrangement – TrustYes
2017-09-01Plan benefit arrangement – InsuranceYes
2017-09-01Plan benefit arrangement - TrustYes
2016: THE SOCIETY OF NAVAL ARCHITECTS AND MARINE ENGINEERS PENSION PLAN FOR EMPLOYEES 2016 form 5500 responses
2016-09-01Type of plan entitySingle employer plan
2016-09-01Submission has been amendedNo
2016-09-01This submission is the final filingNo
2016-09-01This return/report is a short plan year return/report (less than 12 months)No
2016-09-01Plan is a collectively bargained planNo
2016-09-01Plan funding arrangement – InsuranceYes
2016-09-01Plan funding arrangement – TrustYes
2016-09-01Plan benefit arrangement – InsuranceYes
2016-09-01Plan benefit arrangement - TrustYes
2015: THE SOCIETY OF NAVAL ARCHITECTS AND MARINE ENGINEERS PENSION PLAN FOR EMPLOYEES 2015 form 5500 responses
2015-09-01Type of plan entitySingle employer plan
2015-09-01Submission has been amendedNo
2015-09-01This submission is the final filingNo
2015-09-01This return/report is a short plan year return/report (less than 12 months)No
2015-09-01Plan is a collectively bargained planNo
2015-09-01Plan funding arrangement – InsuranceYes
2015-09-01Plan funding arrangement – TrustYes
2015-09-01Plan benefit arrangement – InsuranceYes
2015-09-01Plan benefit arrangement - TrustYes
2014: THE SOCIETY OF NAVAL ARCHITECTS AND MARINE ENGINEERS PENSION PLAN FOR EMPLOYEES 2014 form 5500 responses
2014-09-01Type of plan entitySingle employer plan
2014-09-01Submission has been amendedNo
2014-09-01This submission is the final filingNo
2014-09-01This return/report is a short plan year return/report (less than 12 months)No
2014-09-01Plan is a collectively bargained planNo
2014-09-01Plan funding arrangement – InsuranceYes
2014-09-01Plan funding arrangement – TrustYes
2014-09-01Plan benefit arrangement – InsuranceYes
2014-09-01Plan benefit arrangement - TrustYes
2013: THE SOCIETY OF NAVAL ARCHITECTS AND MARINE ENGINEERS PENSION PLAN FOR EMPLOYEES 2013 form 5500 responses
2013-09-01Type of plan entitySingle employer plan
2013-09-01Submission has been amendedNo
2013-09-01This submission is the final filingNo
2013-09-01This return/report is a short plan year return/report (less than 12 months)No
2013-09-01Plan is a collectively bargained planNo
2013-09-01Plan funding arrangement – InsuranceYes
2013-09-01Plan funding arrangement – TrustYes
2013-09-01Plan benefit arrangement – InsuranceYes
2013-09-01Plan benefit arrangement - TrustYes
2012: THE SOCIETY OF NAVAL ARCHITECTS AND MARINE ENGINEERS PENSION PLAN FOR EMPLOYEES 2012 form 5500 responses
2012-09-01Type of plan entitySingle employer plan
2012-09-01Submission has been amendedNo
2012-09-01This submission is the final filingNo
2012-09-01This return/report is a short plan year return/report (less than 12 months)No
2012-09-01Plan is a collectively bargained planNo
2012-09-01Plan funding arrangement – InsuranceYes
2012-09-01Plan funding arrangement – TrustYes
2012-09-01Plan benefit arrangement – InsuranceYes
2012-09-01Plan benefit arrangement - TrustYes
2011: THE SOCIETY OF NAVAL ARCHITECTS AND MARINE ENGINEERS PENSION PLAN FOR EMPLOYEES 2011 form 5500 responses
2011-09-01Type of plan entitySingle employer plan
2011-09-01Submission has been amendedNo
2011-09-01This submission is the final filingNo
2011-09-01This return/report is a short plan year return/report (less than 12 months)No
2011-09-01Plan is a collectively bargained planNo
2011-09-01Plan funding arrangement – InsuranceYes
2011-09-01Plan funding arrangement – TrustYes
2011-09-01Plan benefit arrangement – InsuranceYes
2011-09-01Plan benefit arrangement - TrustYes
2010: THE SOCIETY OF NAVAL ARCHITECTS AND MARINE ENGINEERS PENSION PLAN FOR EMPLOYEES 2010 form 5500 responses
2010-09-01Type of plan entitySingle employer plan
2010-09-01Submission has been amendedNo
2010-09-01This submission is the final filingNo
2010-09-01This return/report is a short plan year return/report (less than 12 months)No
2010-09-01Plan is a collectively bargained planNo
2010-09-01Plan funding arrangement – InsuranceYes
2010-09-01Plan funding arrangement – TrustYes
2010-09-01Plan benefit arrangement – InsuranceYes
2010-09-01Plan benefit arrangement - TrustYes
2009: THE SOCIETY OF NAVAL ARCHITECTS AND MARINE ENGINEERS PENSION PLAN FOR EMPLOYEES 2009 form 5500 responses
2009-09-01Type of plan entitySingle employer plan
2009-09-01Submission has been amendedNo
2009-09-01This submission is the final filingNo
2009-09-01This return/report is a short plan year return/report (less than 12 months)No
2009-09-01Plan is a collectively bargained planNo
2009-09-01Plan funding arrangement – InsuranceYes
2009-09-01Plan funding arrangement – TrustYes
2009-09-01Plan benefit arrangement – InsuranceYes
2009-09-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number535467
Policy instance 1
Insurance contract or identification number535467
Number of Individuals Covered23
Insurance policy start date2021-09-01
Insurance policy end date2022-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number535467
Policy instance 1
Insurance contract or identification number535467
Number of Individuals Covered23
Insurance policy start date2020-09-01
Insurance policy end date2021-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,000
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1000
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?5
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number535467
Policy instance 1
Insurance contract or identification number535467
Number of Individuals Covered23
Insurance policy start date2019-09-01
Insurance policy end date2020-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-52-DV0Z
Policy instance 2
Insurance contract or identification numberGAP-52-DV0Z
Number of Individuals Covered23
Insurance policy start date2019-09-01
Insurance policy end date2020-08-31
Total amount of commissions paid to insurance brokerUSD $268
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $268
Insurance broker organization code?4
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-54-DV0Y
Policy instance 3
Insurance contract or identification numberGAP-54-DV0Y
Number of Individuals Covered23
Insurance policy start date2019-09-01
Insurance policy end date2020-08-31
Total amount of commissions paid to insurance brokerUSD $3,005
Total amount of fees paid to insurance companyUSD $1,185
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,005
Insurance broker organization code?4
Amount paid for insurance broker fees1185
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATOR OVERRIDES
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-54-DV0Y
Policy instance 2
Insurance contract or identification numberGAP-54-DV0Y
Number of Individuals Covered24
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
Total amount of commissions paid to insurance brokerUSD $4,372
Total amount of fees paid to insurance companyUSD $1,687
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,895
Insurance broker organization code?4
Amount paid for insurance broker fees1687
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATOR OVERRIDES
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-52-DV0Z
Policy instance 1
Insurance contract or identification numberGAP-52-DV0Z
Number of Individuals Covered24
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
Total amount of commissions paid to insurance brokerUSD $311
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $135
Insurance broker organization code?4
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-52-DV0Z
Policy instance 1
Insurance contract or identification numberGAP-52-DV0Z
Number of Individuals Covered24
Insurance policy start date2017-09-01
Insurance policy end date2018-08-31
Total amount of commissions paid to insurance brokerUSD $302
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-54-DV0Y
Policy instance 2
Insurance contract or identification numberGAP-54-DV0Y
Number of Individuals Covered24
Insurance policy start date2017-09-01
Insurance policy end date2018-08-31
Total amount of commissions paid to insurance brokerUSD $4,400
Total amount of fees paid to insurance companyUSD $1,690
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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