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BANK OF ANGUILLA EMPLOYEES' PENSION PLAN 401k Plan overview

Plan NameBANK OF ANGUILLA EMPLOYEES' PENSION PLAN
Plan identification number 001

BANK OF ANGUILLA EMPLOYEES' PENSION PLAN Benefits

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

BANK OF ANGUILLA has sponsored the creation of one or more 401k plans.

Company Name:BANK OF ANGUILLA
Employer identification number (EIN):640116630
NAIC Classification:522110
NAIC Description:Commercial Banking

Additional information about BANK OF ANGUILLA

Jurisdiction of Incorporation: Mississippi Secretary of State
Incorporation Date:
Company Identification Number: 401399

More information about BANK OF ANGUILLA

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BANK OF ANGUILLA EMPLOYEES' PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-12-01EVA PICKLE2024-06-07
0012021-12-01EVA PICKLE2023-09-08
0012020-12-01EVA PICKLE2022-09-07
0012019-12-01EVA PICKLE2021-08-13
0012018-12-01MACKENZIE PARKER2020-09-15
0012017-12-01MACKENZIE PARKER2019-09-12
0012016-12-01MACKENZIE PARKER2018-09-12
0012015-12-01MACKENZIE PARKER2017-09-15 MACKENZIE PARKER2017-09-15
0012014-12-01RUSSELL R. STEWART2016-09-13 RUSSELL R. STEWART2016-09-13
0012013-12-01RUSSELL R. STEWART2015-09-10 RUSSELL R. STEWART2015-09-10
0012012-12-01RUSSELL R. STEWART2014-02-10 RUSSELL R. STEWART2014-02-10
0012011-12-01RUSSELL R. STEWART2013-04-29 RUSSELL R. STEWART2013-04-29
0012010-12-01RUSSELL R. STEWART2012-03-14 RUSSELL R. STEWART2012-03-14

Plan Statistics for BANK OF ANGUILLA EMPLOYEES' PENSION PLAN

401k plan membership statisitcs for BANK OF ANGUILLA EMPLOYEES' PENSION PLAN

Measure Date Value
2023: BANK OF ANGUILLA EMPLOYEES' PENSION PLAN 2023 401k membership
Market value of plan assets2023-11-305,011,653
Acturial value of plan assets2023-11-305,260,677
Funding target for retired participants and beneficiaries receiving payment2023-11-302,729,971
Number of terminated vested participants2023-11-306
Fundng target for terminated vested participants2023-11-30198,642
Active participant vested funding target2023-11-303,145,558
Number of active participants2023-11-3031
Total funding liabilities for active participants2023-11-303,180,134
Total participant count2023-11-3048
Total funding target for all participants2023-11-306,108,747
Balance at beginning of prior year after applicable adjustments2023-11-300
Prefunding balance at beginning of prior year after applicable adjustments2023-11-300
Carryover balanced portion elected for use to offset prior years funding requirement2023-11-300
Prefunding balanced used to offset prior years funding requirement2023-11-300
Amount remaining of carryover balance2023-11-300
Amount remaining of prefunding balance2023-11-300
Present value of excess contributions2023-11-30125,471
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2023-11-30132,397
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2023-11-300
Reductions in caryover balances due to elections or deemed elections2023-11-300
Reductions in prefunding balances due to elections or deemed elections2023-11-300
Balance of carryovers at beginning of current year2023-11-300
Balance of prefunding at beginning of current year2023-11-300
Total employer contributions2023-11-30350,000
Total employee contributions2023-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2023-11-300
Contributions made to avoid restrictions adjusted to valuation date2023-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2023-11-30343,249
Liquidity shortfalls end of Q12023-11-300
Liquidity shortfalls end of Q22023-11-300
Liquidity shortfalls end of Q32023-11-300
Liquidity shortfalls end of Q42023-11-300
Unpaid minimum required contributions for all prior years2023-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2023-11-300
Remaining amount of unpaid minimum required contributions2023-11-300
Minimum required contributions for current year target normal cost2023-11-30123,793
Net shortfall amortization installment of oustanding balance2023-11-30848,070
Waiver amortization installment2023-11-300
Total funding amount beforereflecting carryover/prefunding balances2023-11-30205,989
Carryover balance elected to use to offset funding requirement2023-11-300
Prefunding balance elected to use to offset funding requirement2023-11-300
Additional cash requirement2023-11-30205,989
Contributions allocatedtoward minimum required contributions for current year2023-11-30343,249
Unpaid minimum required contributions for current year2023-11-300
Unpaid minimum required contributions for all years2023-11-300
2022: BANK OF ANGUILLA EMPLOYEES' PENSION PLAN 2022 401k membership
Market value of plan assets2022-11-305,606,295
Acturial value of plan assets2022-11-305,768,129
Funding target for retired participants and beneficiaries receiving payment2022-11-302,783,653
Number of terminated vested participants2022-11-305
Fundng target for terminated vested participants2022-11-3072,488
Active participant vested funding target2022-11-303,346,469
Number of active participants2022-11-3028
Total funding liabilities for active participants2022-11-303,374,594
Total participant count2022-11-3044
Total funding target for all participants2022-11-306,230,735
Balance at beginning of prior year after applicable adjustments2022-11-300
Prefunding balance at beginning of prior year after applicable adjustments2022-11-300
Carryover balanced portion elected for use to offset prior years funding requirement2022-11-300
Prefunding balanced used to offset prior years funding requirement2022-11-300
Amount remaining of carryover balance2022-11-300
Amount remaining of prefunding balance2022-11-300
Present value of excess contributions2022-11-3097,372
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-11-30102,883
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-11-300
Reductions in caryover balances due to elections or deemed elections2022-11-300
Reductions in prefunding balances due to elections or deemed elections2022-11-300
Balance of carryovers at beginning of current year2022-11-300
Balance of prefunding at beginning of current year2022-11-300
Total employer contributions2022-11-30350,000
Total employee contributions2022-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-11-300
Contributions made to avoid restrictions adjusted to valuation date2022-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-11-30344,537
Liquidity shortfalls end of Q12022-11-300
Liquidity shortfalls end of Q22022-11-300
Liquidity shortfalls end of Q32022-11-300
Liquidity shortfalls end of Q42022-11-300
Unpaid minimum required contributions for all prior years2022-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-11-300
Remaining amount of unpaid minimum required contributions2022-11-300
Minimum required contributions for current year target normal cost2022-11-30174,262
Net shortfall amortization installment of oustanding balance2022-11-30462,606
Waiver amortization installment2022-11-300
Total funding amount beforereflecting carryover/prefunding balances2022-11-30219,066
Carryover balance elected to use to offset funding requirement2022-11-300
Prefunding balance elected to use to offset funding requirement2022-11-300
Additional cash requirement2022-11-30219,066
Contributions allocatedtoward minimum required contributions for current year2022-11-30344,537
Unpaid minimum required contributions for current year2022-11-300
Unpaid minimum required contributions for all years2022-11-300
2021: BANK OF ANGUILLA EMPLOYEES' PENSION PLAN 2021 401k membership
Market value of plan assets2021-11-305,231,396
Acturial value of plan assets2021-11-305,414,909
Funding target for retired participants and beneficiaries receiving payment2021-11-302,543,013
Number of terminated vested participants2021-11-304
Fundng target for terminated vested participants2021-11-3062,422
Active participant vested funding target2021-11-303,177,325
Number of active participants2021-11-3029
Total funding liabilities for active participants2021-11-303,205,731
Total participant count2021-11-3043
Total funding target for all participants2021-11-305,811,166
Balance at beginning of prior year after applicable adjustments2021-11-300
Prefunding balance at beginning of prior year after applicable adjustments2021-11-300
Carryover balanced portion elected for use to offset prior years funding requirement2021-11-300
Prefunding balanced used to offset prior years funding requirement2021-11-300
Amount remaining of carryover balance2021-11-300
Amount remaining of prefunding balance2021-11-300
Present value of excess contributions2021-11-3042,907
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-11-3045,245
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-11-300
Reductions in caryover balances due to elections or deemed elections2021-11-300
Reductions in prefunding balances due to elections or deemed elections2021-11-300
Balance of carryovers at beginning of current year2021-11-300
Balance of prefunding at beginning of current year2021-11-300
Total employer contributions2021-11-30350,000
Total employee contributions2021-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-11-300
Contributions made to avoid restrictions adjusted to valuation date2021-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-11-30344,081
Liquidity shortfalls end of Q12021-11-300
Liquidity shortfalls end of Q22021-11-300
Liquidity shortfalls end of Q32021-11-300
Liquidity shortfalls end of Q42021-11-300
Unpaid minimum required contributions for all prior years2021-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-11-300
Remaining amount of unpaid minimum required contributions2021-11-300
Minimum required contributions for current year target normal cost2021-11-30209,506
Net shortfall amortization installment of oustanding balance2021-11-30396,257
Waiver amortization installment2021-11-300
Total funding amount beforereflecting carryover/prefunding balances2021-11-30246,709
Carryover balance elected to use to offset funding requirement2021-11-300
Prefunding balance elected to use to offset funding requirement2021-11-300
Additional cash requirement2021-11-30246,709
Contributions allocatedtoward minimum required contributions for current year2021-11-30344,081
Unpaid minimum required contributions for current year2021-11-300
Unpaid minimum required contributions for all years2021-11-300
2020: BANK OF ANGUILLA EMPLOYEES' PENSION PLAN 2020 401k membership
Market value of plan assets2020-11-305,382,939
Acturial value of plan assets2020-11-305,335,245
Funding target for retired participants and beneficiaries receiving payment2020-11-302,251,947
Number of terminated vested participants2020-11-304
Fundng target for terminated vested participants2020-11-3060,541
Active participant vested funding target2020-11-303,479,760
Number of active participants2020-11-3029
Total funding liabilities for active participants2020-11-303,501,522
Total participant count2020-11-3042
Total funding target for all participants2020-11-305,814,010
Balance at beginning of prior year after applicable adjustments2020-11-300
Prefunding balance at beginning of prior year after applicable adjustments2020-11-300
Carryover balanced portion elected for use to offset prior years funding requirement2020-11-300
Prefunding balanced used to offset prior years funding requirement2020-11-300
Amount remaining of carryover balance2020-11-300
Amount remaining of prefunding balance2020-11-300
Present value of excess contributions2020-11-3071,400
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-11-3075,413
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-11-300
Reductions in caryover balances due to elections or deemed elections2020-11-300
Reductions in prefunding balances due to elections or deemed elections2020-11-300
Balance of carryovers at beginning of current year2020-11-300
Balance of prefunding at beginning of current year2020-11-300
Total employer contributions2020-11-30350,000
Total employee contributions2020-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-11-300
Contributions made to avoid restrictions adjusted to valuation date2020-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-11-30344,478
Liquidity shortfalls end of Q12020-11-300
Liquidity shortfalls end of Q22020-11-300
Liquidity shortfalls end of Q32020-11-300
Liquidity shortfalls end of Q42020-11-300
Unpaid minimum required contributions for all prior years2020-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-11-300
Remaining amount of unpaid minimum required contributions2020-11-300
Minimum required contributions for current year target normal cost2020-11-30213,998
Net shortfall amortization installment of oustanding balance2020-11-30478,765
Waiver amortization installment2020-11-300
Total funding amount beforereflecting carryover/prefunding balances2020-11-30301,571
Carryover balance elected to use to offset funding requirement2020-11-300
Prefunding balance elected to use to offset funding requirement2020-11-300
Additional cash requirement2020-11-30301,571
Contributions allocatedtoward minimum required contributions for current year2020-11-30344,478
Unpaid minimum required contributions for current year2020-11-300
Unpaid minimum required contributions for all years2020-11-300
2019: BANK OF ANGUILLA EMPLOYEES' PENSION PLAN 2019 401k membership
Market value of plan assets2019-11-304,730,418
Acturial value of plan assets2019-11-304,728,970
Funding target for retired participants and beneficiaries receiving payment2019-11-301,911,806
Number of terminated vested participants2019-11-304
Fundng target for terminated vested participants2019-11-3053,570
Active participant vested funding target2019-11-303,254,931
Number of active participants2019-11-3026
Total funding liabilities for active participants2019-11-303,267,618
Total participant count2019-11-3038
Total funding target for all participants2019-11-305,232,994
Balance at beginning of prior year after applicable adjustments2019-11-300
Prefunding balance at beginning of prior year after applicable adjustments2019-11-300
Carryover balanced portion elected for use to offset prior years funding requirement2019-11-300
Prefunding balanced used to offset prior years funding requirement2019-11-300
Amount remaining of carryover balance2019-11-300
Amount remaining of prefunding balance2019-11-300
Present value of excess contributions2019-11-30281,296
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-11-30297,583
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-11-300
Reductions in caryover balances due to elections or deemed elections2019-11-300
Reductions in prefunding balances due to elections or deemed elections2019-11-300
Balance of carryovers at beginning of current year2019-11-300
Balance of prefunding at beginning of current year2019-11-300
Total employer contributions2019-11-30400,000
Total employee contributions2019-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-11-300
Contributions made to avoid restrictions adjusted to valuation date2019-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-11-30387,845
Liquidity shortfalls end of Q12019-11-300
Liquidity shortfalls end of Q22019-11-300
Liquidity shortfalls end of Q32019-11-300
Liquidity shortfalls end of Q42019-11-300
Unpaid minimum required contributions for all prior years2019-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-11-300
Remaining amount of unpaid minimum required contributions2019-11-300
Minimum required contributions for current year target normal cost2019-11-30234,163
Net shortfall amortization installment of oustanding balance2019-11-30504,024
Waiver amortization installment2019-11-300
Total funding amount beforereflecting carryover/prefunding balances2019-11-30316,445
Carryover balance elected to use to offset funding requirement2019-11-300
Prefunding balance elected to use to offset funding requirement2019-11-300
Additional cash requirement2019-11-30316,445
Contributions allocatedtoward minimum required contributions for current year2019-11-30387,845
Unpaid minimum required contributions for current year2019-11-300
Unpaid minimum required contributions for all years2019-11-300
2018: BANK OF ANGUILLA EMPLOYEES' PENSION PLAN 2018 401k membership
Market value of plan assets2018-11-306,570,474
Acturial value of plan assets2018-11-306,384,791
Funding target for retired participants and beneficiaries receiving payment2018-11-302,022,722
Number of terminated vested participants2018-11-302
Fundng target for terminated vested participants2018-11-304,730
Active participant vested funding target2018-11-304,206,819
Number of active participants2018-11-3026
Total funding liabilities for active participants2018-11-304,212,165
Total participant count2018-11-3036
Total funding target for all participants2018-11-306,239,617
Balance at beginning of prior year after applicable adjustments2018-11-300
Prefunding balance at beginning of prior year after applicable adjustments2018-11-300
Carryover balanced portion elected for use to offset prior years funding requirement2018-11-300
Prefunding balanced used to offset prior years funding requirement2018-11-300
Amount remaining of carryover balance2018-11-300
Amount remaining of prefunding balance2018-11-300
Present value of excess contributions2018-11-30316,435
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-11-30335,421
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-11-300
Reductions in caryover balances due to elections or deemed elections2018-11-300
Reductions in prefunding balances due to elections or deemed elections2018-11-300
Balance of carryovers at beginning of current year2018-11-300
Balance of prefunding at beginning of current year2018-11-300
Total employer contributions2018-11-30325,000
Total employee contributions2018-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-11-300
Contributions made to avoid restrictions adjusted to valuation date2018-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-11-30312,297
Unpaid minimum required contributions for all prior years2018-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-11-300
Remaining amount of unpaid minimum required contributions2018-11-300
Minimum required contributions for current year target normal cost2018-11-30176,175
Net shortfall amortization installment of oustanding balance2018-11-300
Waiver amortization installment2018-11-300
Total funding amount beforereflecting carryover/prefunding balances2018-11-3031,001
Carryover balance elected to use to offset funding requirement2018-11-300
Prefunding balance elected to use to offset funding requirement2018-11-300
Additional cash requirement2018-11-3031,001
Contributions allocatedtoward minimum required contributions for current year2018-11-30312,297
Unpaid minimum required contributions for current year2018-11-300
Unpaid minimum required contributions for all years2018-11-300
2017: BANK OF ANGUILLA EMPLOYEES' PENSION PLAN 2017 401k membership
Market value of plan assets2017-11-305,661,093
Acturial value of plan assets2017-11-305,930,322
Funding target for retired participants and beneficiaries receiving payment2017-11-301,522,863
Number of terminated vested participants2017-11-302
Fundng target for terminated vested participants2017-11-304,259
Active participant vested funding target2017-11-304,333,335
Number of active participants2017-11-3027
Total funding liabilities for active participants2017-11-304,340,179
Total participant count2017-11-3036
Total funding target for all participants2017-11-305,867,301
Balance at beginning of prior year after applicable adjustments2017-11-300
Prefunding balance at beginning of prior year after applicable adjustments2017-11-300
Carryover balanced portion elected for use to offset prior years funding requirement2017-11-300
Prefunding balanced used to offset prior years funding requirement2017-11-300
Amount remaining of carryover balance2017-11-300
Amount remaining of prefunding balance2017-11-300
Present value of excess contributions2017-11-30278,378
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-11-30295,637
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-11-300
Reductions in caryover balances due to elections or deemed elections2017-11-300
Reductions in prefunding balances due to elections or deemed elections2017-11-300
Balance of carryovers at beginning of current year2017-11-300
Balance of prefunding at beginning of current year2017-11-300
Total employer contributions2017-11-30325,000
Total employee contributions2017-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-11-300
Contributions made to avoid restrictions adjusted to valuation date2017-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-11-30316,435
Unpaid minimum required contributions for all prior years2017-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-11-300
Remaining amount of unpaid minimum required contributions2017-11-300
Minimum required contributions for current year target normal cost2017-11-30159,060
Net shortfall amortization installment of oustanding balance2017-11-300
Waiver amortization installment2017-11-300
Waived amount of outstanding balance2017-11-300
Total funding amount beforereflecting carryover/prefunding balances2017-11-3096,039
Carryover balance elected to use to offset funding requirement2017-11-300
Prefunding balance elected to use to offset funding requirement2017-11-300
Additional cash requirement2017-11-3096,039
Contributions allocatedtoward minimum required contributions for current year2017-11-30316,435
Unpaid minimum required contributions for current year2017-11-300
Unpaid minimum required contributions for all years2017-11-300

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