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BWXT CONVERSION SERVICES, LLC PENSION PLAN FOR GRANDFATHERED EMPLOYEES 401k Plan overview

Plan NameBWXT CONVERSION SERVICES, LLC PENSION PLAN FOR GRANDFATHERED EMPLOYEES
Plan identification number 001

BWXT CONVERSION SERVICES, LLC PENSION PLAN FOR GRANDFATHERED EMPLOYEES Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related

401k Sponsoring company profile

MID-AMERICA CONVERSION SERVICES, LLC has sponsored the creation of one or more 401k plans.

Company Name:MID-AMERICA CONVERSION SERVICES, LLC
Employer identification number (EIN):300881363
NAIC Classification:562000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BWXT CONVERSION SERVICES, LLC PENSION PLAN FOR GRANDFATHERED EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ANN ELKIN
0012016-01-01ANN ELKIN

Plan Statistics for BWXT CONVERSION SERVICES, LLC PENSION PLAN FOR GRANDFATHERED EMPLOYEES

401k plan membership statisitcs for BWXT CONVERSION SERVICES, LLC PENSION PLAN FOR GRANDFATHERED EMPLOYEES

Measure Date Value
2023: BWXT CONVERSION SERVICES, LLC PENSION PLAN FOR GRANDFATHERED EMPLOYEES 2023 401k membership
Total participants, beginning-of-year2023-01-01190
Total number of active participants reported on line 7a of the Form 55002023-01-0137
Number of retired or separated participants receiving benefits2023-01-01138
Number of other retired or separated participants entitled to future benefits2023-01-014
Total of all active and inactive participants2023-01-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-017
Total participants2023-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: BWXT CONVERSION SERVICES, LLC PENSION PLAN FOR GRANDFATHERED EMPLOYEES 2022 401k membership
Market value of plan assets2022-12-3130,749,429
Acturial value of plan assets2022-12-3130,749,429
Funding target for retired participants and beneficiaries receiving payment2022-12-3114,336,771
Number of terminated vested participants2022-12-313
Fundng target for terminated vested participants2022-12-31401,517
Active participant vested funding target2022-12-3113,004,588
Number of active participants2022-12-3156
Total funding liabilities for active participants2022-12-3113,076,297
Total participant count2022-12-31193
Total funding target for all participants2022-12-3127,814,585
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-31123,001
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-31123,001
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-31134,932
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31663,959
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01193
Total number of active participants reported on line 7a of the Form 55002022-01-0144
Number of retired or separated participants receiving benefits2022-01-01136
Number of other retired or separated participants entitled to future benefits2022-01-013
Total of all active and inactive participants2022-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-017
Total participants2022-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: BWXT CONVERSION SERVICES, LLC PENSION PLAN FOR GRANDFATHERED EMPLOYEES 2021 401k membership
Market value of plan assets2021-12-3129,556,806
Acturial value of plan assets2021-12-3129,556,806
Funding target for retired participants and beneficiaries receiving payment2021-12-3113,870,473
Number of terminated vested participants2021-12-312
Fundng target for terminated vested participants2021-12-31172,200
Active participant vested funding target2021-12-3112,471,157
Number of active participants2021-12-3162
Total funding liabilities for active participants2021-12-3112,633,386
Total participant count2021-12-31194
Total funding target for all participants2021-12-3126,676,059
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-31116,755
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31123,001
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-31123,001
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-31123,001
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31483,714
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01194
Total number of active participants reported on line 7a of the Form 55002021-01-0156
Number of retired or separated participants receiving benefits2021-01-01128
Number of other retired or separated participants entitled to future benefits2021-01-013
Total of all active and inactive participants2021-01-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-016
Total participants2021-01-01193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BWXT CONVERSION SERVICES, LLC PENSION PLAN FOR GRANDFATHERED EMPLOYEES 2020 401k membership
Market value of plan assets2020-12-3125,694,145
Acturial value of plan assets2020-12-3125,694,145
Funding target for retired participants and beneficiaries receiving payment2020-12-3113,982,088
Number of terminated vested participants2020-12-312
Fundng target for terminated vested participants2020-12-31167,314
Active participant vested funding target2020-12-3112,172,752
Number of active participants2020-12-3165
Total funding liabilities for active participants2020-12-3112,461,832
Total participant count2020-12-31195
Total funding target for all participants2020-12-3126,611,234
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-31796
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31840
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-311,245,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-311,197,953
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31706,071
Net shortfall amortization installment of oustanding balance2020-12-31917,089
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-311,081,198
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-311,081,198
Contributions allocatedtoward minimum required contributions for current year2020-12-311,197,953
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01195
Total number of active participants reported on line 7a of the Form 55002020-01-0162
Number of retired or separated participants receiving benefits2020-01-01125
Number of other retired or separated participants entitled to future benefits2020-01-012
Total of all active and inactive participants2020-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-015
Total participants2020-01-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BWXT CONVERSION SERVICES, LLC PENSION PLAN FOR GRANDFATHERED EMPLOYEES 2019 401k membership
Market value of plan assets2019-12-3121,600,322
Acturial value of plan assets2019-12-3121,600,322
Funding target for retired participants and beneficiaries receiving payment2019-12-3110,913,627
Number of terminated vested participants2019-12-311
Fundng target for terminated vested participants2019-12-3118,502
Active participant vested funding target2019-12-3113,628,904
Number of active participants2019-12-3182
Total funding liabilities for active participants2019-12-3113,988,816
Total participant count2019-12-31195
Total funding target for all participants2019-12-3124,920,945
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-31683
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31722
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-311,362,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-311,291,318
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31614,969
Net shortfall amortization installment of oustanding balance2019-12-313,320,623
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-311,290,522
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-311,290,522
Contributions allocatedtoward minimum required contributions for current year2019-12-311,291,318
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01195
Total number of active participants reported on line 7a of the Form 55002019-01-0165
Number of retired or separated participants receiving benefits2019-01-01123
Number of other retired or separated participants entitled to future benefits2019-01-012
Total of all active and inactive participants2019-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-015
Total participants2019-01-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BWXT CONVERSION SERVICES, LLC PENSION PLAN FOR GRANDFATHERED EMPLOYEES 2018 401k membership
Market value of plan assets2018-12-3122,570,975
Acturial value of plan assets2018-12-3122,570,975
Funding target for retired participants and beneficiaries receiving payment2018-12-317,503,431
Number of terminated vested participants2018-12-314
Fundng target for terminated vested participants2018-12-31557,337
Active participant vested funding target2018-12-3114,733,972
Number of active participants2018-12-31102
Total funding liabilities for active participants2018-12-3115,039,686
Total participant count2018-12-31195
Total funding target for all participants2018-12-3123,100,454
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-314,869
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-315,156
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-31915,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31883,993
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31692,344
Net shortfall amortization installment of oustanding balance2018-12-31529,479
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31883,310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-31883,310
Contributions allocatedtoward minimum required contributions for current year2018-12-31883,993
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01195
Total number of active participants reported on line 7a of the Form 55002018-01-0182
Number of retired or separated participants receiving benefits2018-01-01107
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-015
Total participants2018-01-01195
2017: BWXT CONVERSION SERVICES, LLC PENSION PLAN FOR GRANDFATHERED EMPLOYEES 2017 401k membership
Market value of plan assets2017-12-3118,728,615
Acturial value of plan assets2017-12-3118,728,615
Funding target for retired participants and beneficiaries receiving payment2017-12-315,205,496
Number of terminated vested participants2017-12-315
Fundng target for terminated vested participants2017-12-31629,981
Active participant vested funding target2017-12-3114,767,947
Number of active participants2017-12-31121
Total funding liabilities for active participants2017-12-3115,142,723
Total participant count2017-12-31196
Total funding target for all participants2017-12-3120,978,200
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-31786
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31834
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-311,430,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-311,362,961
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31937,647
Net shortfall amortization installment of oustanding balance2017-12-312,249,585
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-311,358,092
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-311,358,092
Contributions allocatedtoward minimum required contributions for current year2017-12-311,362,961
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01196
Total number of active participants reported on line 7a of the Form 55002017-01-01102
Number of retired or separated participants receiving benefits2017-01-0185
Number of other retired or separated participants entitled to future benefits2017-01-014
Total of all active and inactive participants2017-01-01191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-014
Total participants2017-01-01195
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BWXT CONVERSION SERVICES, LLC PENSION PLAN FOR GRANDFATHERED EMPLOYEES 2016 401k membership
Market value of plan assets2016-12-3116,968,787
Acturial value of plan assets2016-12-3116,968,787
Funding target for retired participants and beneficiaries receiving payment2016-12-313,916,820
Number of terminated vested participants2016-12-317
Fundng target for terminated vested participants2016-12-31771,433
Active participant vested funding target2016-12-3113,984,361
Number of active participants2016-12-31136
Total funding liabilities for active participants2016-12-3114,327,579
Total participant count2016-12-31196
Total funding target for all participants2016-12-3119,015,832
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31257,584
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-31257,584
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-317,081
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-316,992
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-311,190,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-311,142,436
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31793,888
Net shortfall amortization installment of oustanding balance2016-12-312,047,045
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-311,141,650
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-311,141,650
Contributions allocatedtoward minimum required contributions for current year2016-12-311,142,436
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01196
Total number of active participants reported on line 7a of the Form 55002016-01-01121
Number of retired or separated participants receiving benefits2016-01-0167
Number of other retired or separated participants entitled to future benefits2016-01-015
Total of all active and inactive participants2016-01-01193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-01196
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010

Financial Data on BWXT CONVERSION SERVICES, LLC PENSION PLAN FOR GRANDFATHERED EMPLOYEES

Measure Date Value
2023 : BWXT CONVERSION SERVICES, LLC PENSION PLAN FOR GRANDFATHERED EMPLOYEES 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Expenses. Interest paid2023-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022023-12-31$0
Total income from all sources (including contributions)2023-12-31$3,915,258
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$1,788,590
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,487,603
Expenses. Certain deemed distributions of participant loans2023-12-31$0
Value of total corrective distributions2023-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,029,000
Value of total assets at end of year2023-12-31$24,510,178
Value of total assets at beginning of year2023-12-31$22,383,510
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$300,987
Total interest from all sources2023-12-31$6,226
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$0
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$631
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$468
Administrative expenses (other) incurred2023-12-31$142,120
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Income. Non cash contributions2023-12-31$0
Value of net income/loss2023-12-31$2,126,668
Value of net assets at end of year (total assets less liabilities)2023-12-31$24,510,178
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$22,383,510
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$0
Interest on participant loans2023-12-31$0
Income. Interest from loans (other than to participants)2023-12-31$0
Interest earned on other investments2023-12-31$0
Income. Interest from US Government securities2023-12-31$0
Income. Interest from corporate debt instruments2023-12-31$0
Value of interest in common/collective trusts at end of year2023-12-31$23,228,756
Value of interest in common/collective trusts at beginning of year2023-12-31$22,139,042
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$251,791
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$244,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$244,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$6,226
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$0
Net investment gain or loss from common/collective trusts2023-12-31$2,880,032
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31Yes
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$1,029,000
Employer contributions (assets) at end of year2023-12-31$1,029,000
Employer contributions (assets) at beginning of year2023-12-31$0
Income. Dividends from preferred stock2023-12-31$0
Income. Dividends from common stock2023-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,487,603
Contract administrator fees2023-12-31$0
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$1,772,947
Aggregate carrying amount (costs) on sale of assets2023-12-31$1,772,947
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31BLUE & CO., LLC
Accountancy firm EIN2023-12-31351178661
2022 : BWXT CONVERSION SERVICES, LLC PENSION PLAN FOR GRANDFATHERED EMPLOYEES 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-6,706,385
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,659,534
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,362,390
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$22,383,510
Value of total assets at beginning of year2022-12-31$30,749,429
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$297,144
Total interest from all sources2022-12-31$2,015
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$164,746
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$468
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1
Administrative expenses (other) incurred2022-12-31$132,398
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-8,365,919
Value of net assets at end of year (total assets less liabilities)2022-12-31$22,383,510
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$30,749,429
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$0
Interest on participant loans2022-12-31$0
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$0
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$22,139,042
Value of interest in common/collective trusts at beginning of year2022-12-31$30,518,428
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$244,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$231,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$231,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$2,015
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$-6,708,400
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$0
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,362,390
Contract administrator fees2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$1,312,950
Aggregate carrying amount (costs) on sale of assets2022-12-31$1,312,950
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BLUE & CO., LLC
Accountancy firm EIN2022-12-31351178661
2021 : BWXT CONVERSION SERVICES, LLC PENSION PLAN FOR GRANDFATHERED EMPLOYEES 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,782,003
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,593,755
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,258,551
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$30,749,429
Value of total assets at beginning of year2021-12-31$29,561,181
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$335,204
Total interest from all sources2021-12-31$28
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$205,612
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$2
Administrative expenses (other) incurred2021-12-31$129,592
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,188,248
Value of net assets at end of year (total assets less liabilities)2021-12-31$30,749,429
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$29,561,181
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in common/collective trusts at end of year2021-12-31$30,518,428
Value of interest in common/collective trusts at beginning of year2021-12-31$28,833,645
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$231,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$212,534
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$212,534
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$28
Net investment gain or loss from common/collective trusts2021-12-31$2,781,975
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$0
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$515,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,258,551
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$1,802,111
Aggregate carrying amount (costs) on sale of assets2021-12-31$1,802,111
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BLUE & CO., LLC
Accountancy firm EIN2021-12-31351178661
2020 : BWXT CONVERSION SERVICES, LLC PENSION PLAN FOR GRANDFATHERED EMPLOYEES 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$5,331,118
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,481,750
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,223,944
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,245,000
Value of total assets at end of year2020-12-31$29,561,181
Value of total assets at beginning of year2020-12-31$25,711,813
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$257,806
Total interest from all sources2020-12-31$258
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$257,806
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$2
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$233
Other income not declared elsewhere2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,849,368
Value of net assets at end of year (total assets less liabilities)2020-12-31$29,561,181
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$25,711,813
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in common/collective trusts at end of year2020-12-31$28,833,645
Value of interest in common/collective trusts at beginning of year2020-12-31$24,912,580
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$212,534
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$321,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$321,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$258
Net investment gain or loss from common/collective trusts2020-12-31$4,085,860
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,245,000
Employer contributions (assets) at end of year2020-12-31$515,000
Employer contributions (assets) at beginning of year2020-12-31$478,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,223,944
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$1,974,584
Aggregate carrying amount (costs) on sale of assets2020-12-31$1,974,584
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BLUE & CO., LLC
Accountancy firm EIN2020-12-31351178661
2019 : BWXT CONVERSION SERVICES, LLC PENSION PLAN FOR GRANDFATHERED EMPLOYEES 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$5,243,691
Total income from all sources (including contributions)2019-12-31$5,243,691
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,136,634
Total of all expenses incurred2019-12-31$1,136,634
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,082,832
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,082,832
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,362,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,362,000
Value of total assets at end of year2019-12-31$25,711,813
Value of total assets at end of year2019-12-31$25,711,813
Value of total assets at beginning of year2019-12-31$21,604,756
Value of total assets at beginning of year2019-12-31$21,604,756
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$53,802
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$53,802
Total interest from all sources2019-12-31$2,557
Total interest from all sources2019-12-31$2,557
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$53,802
Administrative expenses professional fees incurred2019-12-31$53,802
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$233
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$233
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$114
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$114
Other income not declared elsewhere2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,107,057
Value of net income/loss2019-12-31$4,107,057
Value of net assets at end of year (total assets less liabilities)2019-12-31$25,711,813
Value of net assets at end of year (total assets less liabilities)2019-12-31$25,711,813
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$21,604,756
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$21,604,756
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in common/collective trusts at end of year2019-12-31$24,912,580
Value of interest in common/collective trusts at beginning of year2019-12-31$21,284,642
Value of interest in common/collective trusts at beginning of year2019-12-31$21,284,642
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$321,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$321,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$85,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$85,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$85,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$85,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$2,557
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$2,557
Net investment gain or loss from common/collective trusts2019-12-31$3,879,134
Net investment gain or loss from common/collective trusts2019-12-31$3,879,134
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,362,000
Contributions received in cash from employer2019-12-31$1,362,000
Employer contributions (assets) at end of year2019-12-31$478,000
Employer contributions (assets) at end of year2019-12-31$478,000
Employer contributions (assets) at beginning of year2019-12-31$235,000
Employer contributions (assets) at beginning of year2019-12-31$235,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,082,832
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,082,832
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$1,407,417
Aggregate proceeds on sale of assets2019-12-31$1,407,417
Aggregate carrying amount (costs) on sale of assets2019-12-31$1,407,417
Aggregate carrying amount (costs) on sale of assets2019-12-31$1,407,417
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BLUE & CO., LLC
Accountancy firm name2019-12-31BLUE & CO., LLC
Accountancy firm EIN2019-12-31351178661
Accountancy firm EIN2019-12-31351178661
2018 : BWXT CONVERSION SERVICES, LLC PENSION PLAN FOR GRANDFATHERED EMPLOYEES 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-191,187
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$786,086
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$786,086
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$915,000
Value of total assets at end of year2018-12-31$21,604,756
Value of total assets at beginning of year2018-12-31$22,582,029
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$2,611
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$401,339
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$401,339
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$114
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$19
Other income not declared elsewhere2018-12-31$-43,573
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-977,273
Value of net assets at end of year (total assets less liabilities)2018-12-31$21,604,756
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$22,582,029
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$21,943,637
Value of interest in common/collective trusts at end of year2018-12-31$21,284,642
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$85,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$66,373
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$66,373
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$2,611
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-948,666
Net investment gain or loss from common/collective trusts2018-12-31$-517,898
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$915,000
Employer contributions (assets) at end of year2018-12-31$235,000
Employer contributions (assets) at beginning of year2018-12-31$572,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$786,086
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$1,697,610
Aggregate carrying amount (costs) on sale of assets2018-12-31$1,697,610
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31BLUE & CO., LLC
Accountancy firm EIN2018-12-31351178661
2017 : BWXT CONVERSION SERVICES, LLC PENSION PLAN FOR GRANDFATHERED EMPLOYEES 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$4,421,905
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$575,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$575,075
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,430,000
Value of total assets at end of year2017-12-31$22,582,029
Value of total assets at beginning of year2017-12-31$18,735,199
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$1,753
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$373,812
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$373,812
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$19
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$35
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,846,830
Value of net assets at end of year (total assets less liabilities)2017-12-31$22,582,029
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$18,735,199
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$21,943,637
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$18,328,486
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$66,373
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$123,678
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$123,678
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,753
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,616,340
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,430,000
Employer contributions (assets) at end of year2017-12-31$572,000
Employer contributions (assets) at beginning of year2017-12-31$283,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$575,075
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$3,495,706
Aggregate carrying amount (costs) on sale of assets2017-12-31$3,495,706
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BLUE & CO., LLC
Accountancy firm EIN2017-12-31351178661
2016 : BWXT CONVERSION SERVICES, LLC PENSION PLAN FOR GRANDFATHERED EMPLOYEES 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,240,732
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$520,463
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$520,463
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,190,000
Value of total assets at end of year2016-12-31$18,735,199
Value of total assets at beginning of year2016-12-31$17,014,930
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$978
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$549,579
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$549,579
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$35
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,720,269
Value of net assets at end of year (total assets less liabilities)2016-12-31$18,735,199
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$17,014,930
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$18,328,486
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$15,819,232
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$123,678
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$40,698
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$40,698
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$978
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$500,175
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,190,000
Employer contributions (assets) at end of year2016-12-31$283,000
Employer contributions (assets) at beginning of year2016-12-31$1,155,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$520,463
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$2,114,701
Aggregate carrying amount (costs) on sale of assets2016-12-31$2,114,701
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31BLUE & CO., LLC
Accountancy firm EIN2016-12-31351178661

Form 5500 Responses for BWXT CONVERSION SERVICES, LLC PENSION PLAN FOR GRANDFATHERED EMPLOYEES

2023: BWXT CONVERSION SERVICES, LLC PENSION PLAN FOR GRANDFATHERED EMPLOYEES 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: BWXT CONVERSION SERVICES, LLC PENSION PLAN FOR GRANDFATHERED EMPLOYEES 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BWXT CONVERSION SERVICES, LLC PENSION PLAN FOR GRANDFATHERED EMPLOYEES 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BWXT CONVERSION SERVICES, LLC PENSION PLAN FOR GRANDFATHERED EMPLOYEES 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BWXT CONVERSION SERVICES, LLC PENSION PLAN FOR GRANDFATHERED EMPLOYEES 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BWXT CONVERSION SERVICES, LLC PENSION PLAN FOR GRANDFATHERED EMPLOYEES 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BWXT CONVERSION SERVICES, LLC PENSION PLAN FOR GRANDFATHERED EMPLOYEES 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BWXT CONVERSION SERVICES, LLC PENSION PLAN FOR GRANDFATHERED EMPLOYEES 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes

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