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BURROUGHS 401(K) PLAN 401k Plan overview

Plan NameBURROUGHS 401(K) PLAN
Plan identification number 001

BURROUGHS 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BURROUGHS, INC. has sponsored the creation of one or more 401k plans.

Company Name:BURROUGHS, INC.
Employer identification number (EIN):010941129
NAIC Classification:423400

Additional information about BURROUGHS, INC.

Jurisdiction of Incorporation: Nevada Department of State
Incorporation Date: 2006-04-26
Company Identification Number: 20061671381
Legal Registered Office Address: 18000 MAMA BEAR CT

RENO
United States of America (USA)
89506

More information about BURROUGHS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BURROUGHS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01BETH SMILEY
0012016-01-01BETH SMILEY
0012016-01-01
0012015-01-01KAREN SANFORD
0012014-01-01LEE SINGLETON
0012013-01-01PHYLLIS DARDEN
0012012-01-01PHYLLIS DARDEN PHYLLIS DARDEN2013-10-15
0012011-01-01PHYLLIS DARDEN PHYLLIS DARDEN2012-10-15

Plan Statistics for BURROUGHS 401(K) PLAN

401k plan membership statisitcs for BURROUGHS 401(K) PLAN

Measure Date Value
2022: BURROUGHS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01981
Total number of active participants reported on line 7a of the Form 55002022-01-01737
Number of retired or separated participants receiving benefits2022-01-0113
Number of other retired or separated participants entitled to future benefits2022-01-01330
Total of all active and inactive participants2022-01-011,080
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-018
Total participants2022-01-011,088
Number of participants with account balances2022-01-01990
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: BURROUGHS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01972
Total number of active participants reported on line 7a of the Form 55002021-01-01630
Number of retired or separated participants receiving benefits2021-01-0111
Number of other retired or separated participants entitled to future benefits2021-01-01332
Total of all active and inactive participants2021-01-01973
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-018
Total participants2021-01-01981
Number of participants with account balances2021-01-01905
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BURROUGHS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,278
Total number of active participants reported on line 7a of the Form 55002020-01-01618
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-01344
Total of all active and inactive participants2020-01-01963
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-019
Total participants2020-01-01972
Number of participants with account balances2020-01-01898
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BURROUGHS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,458
Total number of active participants reported on line 7a of the Form 55002019-01-01700
Number of retired or separated participants receiving benefits2019-01-0113
Number of other retired or separated participants entitled to future benefits2019-01-01555
Total of all active and inactive participants2019-01-011,268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0110
Total participants2019-01-011,278
Number of participants with account balances2019-01-011,194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BURROUGHS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,425
Total number of active participants reported on line 7a of the Form 55002018-01-01820
Number of retired or separated participants receiving benefits2018-01-016
Number of other retired or separated participants entitled to future benefits2018-01-01625
Total of all active and inactive participants2018-01-011,451
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-017
Total participants2018-01-011,458
Number of participants with account balances2018-01-011,356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BURROUGHS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,285
Total number of active participants reported on line 7a of the Form 55002017-01-01968
Number of retired or separated participants receiving benefits2017-01-016
Number of other retired or separated participants entitled to future benefits2017-01-01433
Total of all active and inactive participants2017-01-011,407
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-018
Total participants2017-01-011,415
Number of participants with account balances2017-01-011,287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BURROUGHS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,239
Total number of active participants reported on line 7a of the Form 55002016-01-01909
Number of retired or separated participants receiving benefits2016-01-014
Number of other retired or separated participants entitled to future benefits2016-01-01367
Total of all active and inactive participants2016-01-011,280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-015
Total participants2016-01-011,285
Number of participants with account balances2016-01-011,027
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BURROUGHS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01731
Total number of active participants reported on line 7a of the Form 55002015-01-01888
Number of retired or separated participants receiving benefits2015-01-014
Number of other retired or separated participants entitled to future benefits2015-01-01340
Total of all active and inactive participants2015-01-011,232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-016
Total participants2015-01-011,238
Number of participants with account balances2015-01-011,008
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BURROUGHS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01610
Total number of active participants reported on line 7a of the Form 55002014-01-01603
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01126
Total of all active and inactive participants2014-01-01729
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01730
Number of participants with account balances2014-01-01611
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BURROUGHS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01399
Total number of active participants reported on line 7a of the Form 55002013-01-01479
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01131
Total of all active and inactive participants2013-01-01610
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01610
Number of participants with account balances2013-01-01452
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BURROUGHS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01414
Total number of active participants reported on line 7a of the Form 55002012-01-01339
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0160
Total of all active and inactive participants2012-01-01399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01399
Number of participants with account balances2012-01-01278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BURROUGHS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01460
Total number of active participants reported on line 7a of the Form 55002011-01-01370
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0139
Total of all active and inactive participants2011-01-01409
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01409
Number of participants with account balances2011-01-01227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on BURROUGHS 401(K) PLAN

Measure Date Value
2022 : BURROUGHS 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-3,229,287
Total of all expenses incurred2022-12-31$2,811,152
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,636,936
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,199,486
Value of total assets at end of year2022-12-31$33,935,500
Value of total assets at beginning of year2022-12-31$39,975,939
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$174,216
Total interest from all sources2022-12-31$25,902
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$639,493
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$639,493
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,747,838
Participant contributions at end of year2022-12-31$618,568
Participant contributions at beginning of year2022-12-31$541,747
Participant contributions at end of year2022-12-31$108,864
Participant contributions at beginning of year2022-12-31$90,201
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$126,200
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$703
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$783
Administrative expenses (other) incurred2022-12-31$132,964
Total non interest bearing cash at end of year2022-12-31$30,011
Total non interest bearing cash at beginning of year2022-12-31$23,387
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,040,439
Value of net assets at end of year (total assets less liabilities)2022-12-31$33,935,500
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$39,975,939
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$41,252
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$31,586,550
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$38,215,667
Interest on participant loans2022-12-31$25,878
Value of interest in common/collective trusts at end of year2022-12-31$1,570,467
Value of interest in common/collective trusts at beginning of year2022-12-31$1,086,509
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$6,858
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$6,666
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$6,666
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$24
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-7,129,198
Net investment gain or loss from common/collective trusts2022-12-31$35,030
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
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$325,448
Employer contributions (assets) at end of year2022-12-31$13,479
Employer contributions (assets) at beginning of year2022-12-31$10,979
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,636,936
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BAKER TILLY
Accountancy firm EIN2022-12-31390859910
2021 : BURROUGHS 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$8,179,280
Total of all expenses incurred2021-12-31$4,776,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,555,583
Value of total corrective distributions2021-12-31$15,273
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,695,599
Value of total assets at end of year2021-12-31$39,975,939
Value of total assets at beginning of year2021-12-31$36,572,868
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$205,353
Total interest from all sources2021-12-31$26,924
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$922,702
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$922,702
Administrative expenses professional fees incurred2021-12-31$9,319
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
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
Contributions received from participants2021-12-31$2,389,772
Participant contributions at end of year2021-12-31$541,747
Participant contributions at beginning of year2021-12-31$572,086
Participant contributions at end of year2021-12-31$90,201
Participant contributions at beginning of year2021-12-31$79,551
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$28,519
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$783
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$2,568
Administrative expenses (other) incurred2021-12-31$136,514
Total non interest bearing cash at end of year2021-12-31$23,387
Total non interest bearing cash at beginning of year2021-12-31$35,147
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$3,403,071
Value of net assets at end of year (total assets less liabilities)2021-12-31$39,975,939
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$36,572,868
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
Investment advisory and management fees2021-12-31$59,520
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$38,215,667
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$34,747,654
Interest on participant loans2021-12-31$26,924
Value of interest in common/collective trusts at end of year2021-12-31$1,086,509
Value of interest in common/collective trusts at beginning of year2021-12-31$1,120,969
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$6,666
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$5,540
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$5,540
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,514,599
Net investment gain or loss from common/collective trusts2021-12-31$19,456
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
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$277,308
Employer contributions (assets) at end of year2021-12-31$10,979
Employer contributions (assets) at beginning of year2021-12-31$9,353
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,555,583
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31BAKER TILLY
Accountancy firm EIN2021-12-31390859910
2020 : BURROUGHS 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$7,149,999
Total of all expenses incurred2020-12-31$5,503,272
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,341,901
Expenses. Certain deemed distributions of participant loans2020-12-31$3,056
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,430,086
Value of total assets at end of year2020-12-31$36,572,868
Value of total assets at beginning of year2020-12-31$34,926,141
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$158,315
Total interest from all sources2020-12-31$32,169
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$590,112
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$590,112
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
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
Contributions received from participants2020-12-31$2,197,962
Participant contributions at end of year2020-12-31$572,086
Participant contributions at beginning of year2020-12-31$539,427
Participant contributions at end of year2020-12-31$79,551
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$26,100
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$2,568
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$335
Administrative expenses (other) incurred2020-12-31$122,943
Total non interest bearing cash at end of year2020-12-31$35,147
Total non interest bearing cash at beginning of year2020-12-31$25,444
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$1,646,727
Value of net assets at end of year (total assets less liabilities)2020-12-31$36,572,868
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$34,926,141
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
Investment advisory and management fees2020-12-31$35,372
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$34,747,654
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$33,675,196
Interest on participant loans2020-12-31$32,163
Value of interest in common/collective trusts at end of year2020-12-31$1,120,969
Value of interest in common/collective trusts at beginning of year2020-12-31$680,599
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$5,540
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$5,140
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$5,140
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$6
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,069,859
Net investment gain or loss from common/collective trusts2020-12-31$27,773
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$206,024
Employer contributions (assets) at end of year2020-12-31$9,353
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,341,901
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BAKER TILLY
Accountancy firm EIN2020-12-31390859910
2019 : BURROUGHS 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$9,879,056
Total of all expenses incurred2019-12-31$4,957,549
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,669,937
Expenses. Certain deemed distributions of participant loans2019-12-31$31,945
Value of total corrective distributions2019-12-31$25,075
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,033,722
Value of total assets at end of year2019-12-31$34,926,141
Value of total assets at beginning of year2019-12-31$30,004,634
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$230,592
Total interest from all sources2019-12-31$31,532
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$667,960
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$667,960
Administrative expenses professional fees incurred2019-12-31$23,121
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Contributions received from participants2019-12-31$2,680,661
Participant contributions at end of year2019-12-31$539,427
Participant contributions at beginning of year2019-12-31$605,545
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$222
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$17,797
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$335
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$3,697
Administrative expenses (other) incurred2019-12-31$122,779
Total non interest bearing cash at end of year2019-12-31$25,444
Total non interest bearing cash at beginning of year2019-12-31$3,788
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$4,921,507
Value of net assets at end of year (total assets less liabilities)2019-12-31$34,926,141
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$30,004,634
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 leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$84,692
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$33,675,196
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$28,450,015
Interest on participant loans2019-12-31$31,524
Value of interest in common/collective trusts at end of year2019-12-31$680,599
Value of interest in common/collective trusts at beginning of year2019-12-31$940,604
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$5,140
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$741
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$741
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$8
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,127,790
Net investment gain or loss from common/collective trusts2019-12-31$18,052
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$335,264
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$22
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,669,937
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
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
Accountancy firm name2019-12-31BAKER TILLY
Accountancy firm EIN2019-12-31390859910
2018 : BURROUGHS 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$2,129,573
Total of all expenses incurred2018-12-31$5,562,934
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,407,758
Value of total corrective distributions2018-12-31$24,439
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,925,539
Value of total assets at end of year2018-12-31$30,004,634
Value of total assets at beginning of year2018-12-31$33,437,995
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$130,737
Total interest from all sources2018-12-31$28,484
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$717,698
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$717,698
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
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
Contributions received from participants2018-12-31$3,232,556
Participant contributions at end of year2018-12-31$605,545
Participant contributions at beginning of year2018-12-31$556,444
Participant contributions at end of year2018-12-31$222
Participant contributions at beginning of year2018-12-31$46
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$259,209
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$3,697
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,839
Administrative expenses (other) incurred2018-12-31$118,762
Total non interest bearing cash at end of year2018-12-31$3,788
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,433,361
Value of net assets at end of year (total assets less liabilities)2018-12-31$30,004,634
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$33,437,995
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
Investment advisory and management fees2018-12-31$11,975
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$28,450,015
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$31,759,794
Interest on participant loans2018-12-31$28,482
Value of interest in common/collective trusts at end of year2018-12-31$940,604
Value of interest in common/collective trusts at beginning of year2018-12-31$1,119,070
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$741
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$790
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$790
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,562,594
Net investment gain or loss from common/collective trusts2018-12-31$20,446
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$433,774
Employer contributions (assets) at end of year2018-12-31$22
Employer contributions (assets) at beginning of year2018-12-31$12
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,407,758
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BDO USA, LLP
Accountancy firm EIN2018-12-31135381590
2017 : BURROUGHS 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$9,178,989
Total of all expenses incurred2017-12-31$5,595,371
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,490,828
Value of total corrective distributions2017-12-31$5,190
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,127,879
Value of total assets at end of year2017-12-31$33,437,995
Value of total assets at beginning of year2017-12-31$29,854,377
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$99,353
Total interest from all sources2017-12-31$24,510
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$615,369
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$615,369
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
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
Contributions received from participants2017-12-31$3,136,475
Participant contributions at end of year2017-12-31$556,444
Participant contributions at beginning of year2017-12-31$436,078
Participant contributions at end of year2017-12-31$46
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$554,761
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1,839
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$1,306
Administrative expenses (other) incurred2017-12-31$99,353
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$3,583,618
Value of net assets at end of year (total assets less liabilities)2017-12-31$33,437,995
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$29,854,377
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$31,759,794
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$27,831,861
Interest on participant loans2017-12-31$24,509
Value of interest in common/collective trusts at end of year2017-12-31$1,119,070
Value of interest in common/collective trusts at beginning of year2017-12-31$1,584,343
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$790
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$789
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$789
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,388,189
Net investment gain or loss from common/collective trusts2017-12-31$23,042
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$436,643
Employer contributions (assets) at end of year2017-12-31$12
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,490,828
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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
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 name2017-12-31BDO USA, LLP
Accountancy firm EIN2017-12-31135381590
2016 : BURROUGHS 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$5,815,747
Total of all expenses incurred2016-12-31$5,947,019
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,855,658
Value of total corrective distributions2016-12-31$457
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,588,919
Value of total assets at end of year2016-12-31$29,854,377
Value of total assets at beginning of year2016-12-31$29,985,649
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$90,904
Total interest from all sources2016-12-31$18,040
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$485,101
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$485,101
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,983,507
Participant contributions at end of year2016-12-31$436,078
Participant contributions at beginning of year2016-12-31$366,206
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$240,142
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$1,306
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$945
Administrative expenses (other) incurred2016-12-31$90,904
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-131,272
Value of net assets at end of year (total assets less liabilities)2016-12-31$29,854,377
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$29,985,649
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$27,831,861
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$28,367,299
Interest on participant loans2016-12-31$18,040
Value of interest in common/collective trusts at end of year2016-12-31$1,584,343
Value of interest in common/collective trusts at beginning of year2016-12-31$1,250,682
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$789
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$517
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$517
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,700,242
Net investment gain or loss from common/collective trusts2016-12-31$23,445
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$365,270
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,855,658
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BDO USA, LLP
Accountancy firm EIN2016-12-31135381590
2015 : BURROUGHS 401(K) PLAN 2015 401k financial data
Total transfer of assets to this plan2015-12-31$14,344,545
Total income from all sources (including contributions)2015-12-31$2,343,129
Total of all expenses incurred2015-12-31$3,004,300
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,885,375
Value of total corrective distributions2015-12-31$46,836
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,303,671
Value of total assets at end of year2015-12-31$29,985,649
Value of total assets at beginning of year2015-12-31$16,302,275
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$72,089
Total interest from all sources2015-12-31$13,699
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$454,914
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$454,914
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,670,138
Participant contributions at end of year2015-12-31$366,206
Participant contributions at beginning of year2015-12-31$232,869
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$346,877
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$945
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$871
Administrative expenses (other) incurred2015-12-31$72,089
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-661,171
Value of net assets at end of year (total assets less liabilities)2015-12-31$29,985,649
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$16,302,275
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$28,367,299
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$15,096,295
Interest on participant loans2015-12-31$13,683
Value of interest in common/collective trusts at end of year2015-12-31$1,250,682
Value of interest in common/collective trusts at beginning of year2015-12-31$972,240
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$517
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$16
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,445,164
Net investment gain or loss from common/collective trusts2015-12-31$16,009
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$286,656
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,885,375
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BDO USA, LLP
Accountancy firm EIN2015-12-31135381590
2014 : BURROUGHS 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$3,486,884
Total of all expenses incurred2014-12-31$2,464,569
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,410,977
Value of total corrective distributions2014-12-31$11,762
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,606,198
Value of total assets at end of year2014-12-31$16,302,275
Value of total assets at beginning of year2014-12-31$15,279,960
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$41,830
Total interest from all sources2014-12-31$10,683
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$290,415
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$290,415
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,913,025
Participant contributions at end of year2014-12-31$232,869
Participant contributions at beginning of year2014-12-31$300,919
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$702,889
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$871
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Administrative expenses (other) incurred2014-12-31$41,830
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,022,315
Value of net assets at end of year (total assets less liabilities)2014-12-31$16,302,275
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$15,279,960
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$15,096,295
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$13,643,612
Interest on participant loans2014-12-31$10,683
Value of interest in common/collective trusts at end of year2014-12-31$972,240
Value of interest in common/collective trusts at beginning of year2014-12-31$1,335,429
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$561,586
Net investment gain or loss from common/collective trusts2014-12-31$18,002
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$-9,716
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,410,977
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BDO USA, LLP
Accountancy firm EIN2014-12-31135381590
2013 : BURROUGHS 401(K) PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,668
Total income from all sources (including contributions)2013-12-31$4,985,621
Total of all expenses incurred2013-12-31$3,098,999
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,070,161
Value of total corrective distributions2013-12-31$16,093
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,809,407
Value of total assets at end of year2013-12-31$15,279,960
Value of total assets at beginning of year2013-12-31$13,396,006
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$12,745
Total interest from all sources2013-12-31$3,247
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$185,630
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$185,630
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,083,153
Participant contributions at end of year2013-12-31$300,919
Participant contributions at beginning of year2013-12-31$338,929
Participant contributions at beginning of year2013-12-31$2,904
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$554,893
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$4,346,671
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$2,668
Administrative expenses (other) incurred2013-12-31$12,745
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,886,622
Value of net assets at end of year (total assets less liabilities)2013-12-31$15,279,960
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$13,393,338
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$13,643,612
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$8,553,920
Interest on participant loans2013-12-31$3,247
Value of interest in common/collective trusts at end of year2013-12-31$1,335,429
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$153,582
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$153,582
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,980,671
Net investment gain or loss from common/collective trusts2013-12-31$6,666
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$171,361
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,070,161
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BDO USA, LLP
Accountancy firm EIN2013-12-31135381590
2012 : BURROUGHS 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$4,529,298
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,668
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,668
Total income from all sources (including contributions)2012-12-31$3,627,107
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$431,461
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$428,980
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,753,742
Value of total assets at end of year2012-12-31$13,396,006
Value of total assets at beginning of year2012-12-31$5,671,062
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,481
Total interest from all sources2012-12-31$5,836
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,049,562
Participant contributions at end of year2012-12-31$338,929
Participant contributions at beginning of year2012-12-31$107,187
Participant contributions at end of year2012-12-31$2,904
Participant contributions at beginning of year2012-12-31$2,904
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$515,424
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$4,346,671
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$2,668
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$2,668
Other income not declared elsewhere2012-12-31$5,502
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,195,646
Value of net assets at end of year (total assets less liabilities)2012-12-31$13,393,338
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,668,394
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$8,553,920
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,560,971
Interest on participant loans2012-12-31$5,836
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$153,582
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$862,027
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$188,756
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$428,980
Contract administrator fees2012-12-31$2,481
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BDO USA, LLP
Accountancy firm EIN2012-12-31135381590
2011 : BURROUGHS 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,668
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,668
Total income from all sources (including contributions)2011-12-31$2,258,547
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$496,303
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$494,541
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,384,871
Value of total assets at end of year2011-12-31$5,671,062
Value of total assets at beginning of year2011-12-31$3,908,818
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,762
Total interest from all sources2011-12-31$3,422
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,871,098
Participant contributions at end of year2011-12-31$107,187
Participant contributions at beginning of year2011-12-31$76,313
Participant contributions at end of year2011-12-31$2,904
Participant contributions at beginning of year2011-12-31$476
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$513,773
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$2,668
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$2,668
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,762,244
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,668,394
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,906,150
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$5,560,971
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,832,029
Interest on participant loans2011-12-31$3,422
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-129,746
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$494,541
Contract administrator fees2011-12-31$1,762
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BDO USA, LLP
Accountancy firm EIN2011-12-31135381590
2010 : BURROUGHS 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,668
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$3,988,687
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$82,537
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$82,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,656,222
Value of total assets at end of year2010-12-31$3,908,818
Value of total assets at beginning of year2010-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$333
Total interest from all sources2010-12-31$914
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,918,934
Participant contributions at end of year2010-12-31$76,313
Participant contributions at end of year2010-12-31$476
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,737,288
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$2,668
Other income not declared elsewhere2010-12-31$1,304
Administrative expenses (other) incurred2010-12-31$333
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$3,906,150
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,906,150
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,832,029
Interest on participant loans2010-12-31$914
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$330,247
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$82,204
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BDO USA, LLP
Accountancy firm EIN2010-12-31135381590

Form 5500 Responses for BURROUGHS 401(K) PLAN

2022: BURROUGHS 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BURROUGHS 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BURROUGHS 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BURROUGHS 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BURROUGHS 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BURROUGHS 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BURROUGHS 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BURROUGHS 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BURROUGHS 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BURROUGHS 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BURROUGHS 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BURROUGHS 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512010-000
Policy instance 1
Insurance contract or identification number512010-000
Number of Individuals Covered610
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $1,169
Total amount of fees paid to insurance companyUSD $6,288
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,169
Insurance broker organization code?3
Amount paid for insurance broker fees6288
Insurance broker nameMEANS & ASSOCIATES, LLC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512010
Policy instance 1
Insurance contract or identification number512010
Number of Individuals Covered278
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $1,317
Total amount of fees paid to insurance companyUSD $4,752
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Amount paid for insurance broker fees4752
Additional information about fees paid to insurance brokerTPA FEE
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $1,317
Insurance broker nameLOCKTON FINANCIAL ADVISORS, LLC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512010
Policy instance 1
Insurance contract or identification number512010
Number of Individuals Covered227
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,600
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512010
Policy instance 1
Insurance contract or identification number512010
Insurance policy start date2010-02-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,708
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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