401k Plan data: CHAMBERLAIN 401(K) PLAN plan

CHAMBERLAIN 401(K) PLAN 401k Plan overview

Plan Name	CHAMBERLAIN 401(K) PLAN
Plan identification number	007

CHAMBERLAIN 401(K) PLAN Benefits

401k Plan Type

Defined 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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE CHAMBERLAIN GROUP INC. has sponsored the creation of one or more 401k plans.

Company Name: THE CHAMBERLAIN GROUP INC.

Employer identification number (EIN): 060953094

NAIC Classification: 332900

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
007 2022-01-01 MEGAN BARCHESKI 2023-10-09
007 2021-01-01 CHRISTINE KOCH 2022-10-13
007 2020-01-01
007 2019-01-01
007 2018-01-01

Plan Statistics for CHAMBERLAIN 401(K) PLAN

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

Measure Date Value
2022: CHAMBERLAIN 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,248
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1,297
Number of retired or separated participants receiving benefits 2022-01-01 21
Number of other retired or separated participants entitled to future benefits 2022-01-01 558
Total of all active and inactive participants 2022-01-01 1,876
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 1,876
Number of participants with account balances 2022-01-01 1,789
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 81
2021: CHAMBERLAIN 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,773
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1,248
Number of retired or separated participants receiving benefits 2021-01-01 19
Number of other retired or separated participants entitled to future benefits 2021-01-01 565
Total of all active and inactive participants 2021-01-01 1,832
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 1,832
Number of participants with account balances 2021-01-01 1,729
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 119
2020: CHAMBERLAIN 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,820
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1,270
Number of retired or separated participants receiving benefits 2020-01-01 6
Number of other retired or separated participants entitled to future benefits 2020-01-01 497
Total of all active and inactive participants 2020-01-01 1,773
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 1,773
Number of participants with account balances 2020-01-01 1,732
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 79
2019: CHAMBERLAIN 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,660
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1,341
Number of retired or separated participants receiving benefits 2019-01-01 14
Number of other retired or separated participants entitled to future benefits 2019-01-01 465
Total of all active and inactive participants 2019-01-01 1,820
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 1,820
Number of participants with account balances 2019-01-01 1,777
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 88
2018: CHAMBERLAIN 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1,500
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1,227
Number of retired or separated participants receiving benefits 2018-01-01 17
Number of other retired or separated participants entitled to future benefits 2018-01-01 416
Total of all active and inactive participants 2018-01-01 1,660
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 1,660
Number of participants with account balances 2018-01-01 1,587
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 52

Measure	Date	Value
2022: CHAMBERLAIN 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,248
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1,297
Number of retired or separated participants receiving benefits	2022-01-01	21
Number of other retired or separated participants entitled to future benefits	2022-01-01	558
Total of all active and inactive participants	2022-01-01	1,876
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	1,876
Number of participants with account balances	2022-01-01	1,789
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	81
2021: CHAMBERLAIN 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,773
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1,248
Number of retired or separated participants receiving benefits	2021-01-01	19
Number of other retired or separated participants entitled to future benefits	2021-01-01	565
Total of all active and inactive participants	2021-01-01	1,832
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	1,832
Number of participants with account balances	2021-01-01	1,729
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	119
2020: CHAMBERLAIN 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,820
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1,270
Number of retired or separated participants receiving benefits	2020-01-01	6
Number of other retired or separated participants entitled to future benefits	2020-01-01	497
Total of all active and inactive participants	2020-01-01	1,773
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	1,773
Number of participants with account balances	2020-01-01	1,732
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	79
2019: CHAMBERLAIN 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,660
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1,341
Number of retired or separated participants receiving benefits	2019-01-01	14
Number of other retired or separated participants entitled to future benefits	2019-01-01	465
Total of all active and inactive participants	2019-01-01	1,820
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	1,820
Number of participants with account balances	2019-01-01	1,777
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	88
2018: CHAMBERLAIN 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1,500
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1,227
Number of retired or separated participants receiving benefits	2018-01-01	17
Number of other retired or separated participants entitled to future benefits	2018-01-01	416
Total of all active and inactive participants	2018-01-01	1,660
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	1,660
Number of participants with account balances	2018-01-01	1,587
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	52

Financial Data on CHAMBERLAIN 401(K) PLAN

Measure	Date	Value
2022 : CHAMBERLAIN 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$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
Total income from all sources (including contributions)	2022-12-31	$-31,894,029
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$28,724,433
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$28,460,364
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$23,342,462
Value of total assets at end of year	2022-12-31	$229,552,876
Value of total assets at beginning of year	2022-12-31	$290,171,338
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$264,069
Total interest from all sources	2022-12-31	$355,467
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$15,312,643
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$15,312,643
Administrative expenses professional fees incurred	2022-12-31	$264,069
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$11,117,418
Participant contributions at end of year	2022-12-31	$2,986,235
Participant contributions at beginning of year	2022-12-31	$2,597,415
Participant contributions at end of year	2022-12-31	$206,239
Participant contributions at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$2,283,071
Other income not declared elsewhere	2022-12-31	$355,354
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-60,618,462
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$229,552,876
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$290,171,338
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$204,982,364
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$268,276,573
Interest on participant loans	2022-12-31	$132,512
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$15,111,955
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$13,166,541
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$13,166,541
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$222,955
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-71,259,955
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$9,941,973
Employer contributions (assets) at end of year	2022-12-31	$6,266,083
Employer contributions (assets) at beginning of year	2022-12-31	$6,130,809
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$28,460,364
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	RSM US LLP
Accountancy firm EIN	2022-12-31	420714325
2021 : CHAMBERLAIN 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets from this plan	2021-12-31	$27,792,698
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	$67,455,807
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$24,021,982
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$23,694,044
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$24,495,242
Value of total assets at end of year	2021-12-31	$290,171,338
Value of total assets at beginning of year	2021-12-31	$274,530,211
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$327,938
Total interest from all sources	2021-12-31	$133,035
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$21,906,819
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$21,906,819
Administrative expenses professional fees incurred	2021-12-31	$327,938
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$12,064,507
Participant contributions at end of year	2021-12-31	$2,597,415
Participant contributions at beginning of year	2021-12-31	$2,705,060
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$1,853,308
Other income not declared elsewhere	2021-12-31	$380,217
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$43,433,825
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$290,171,338
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$274,530,211
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$268,276,573
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$247,197,706
Interest on participant loans	2021-12-31	$131,335
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$13,166,541
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$18,681,336
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$18,681,336
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$1,700
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$20,540,494
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$10,577,427
Employer contributions (assets) at end of year	2021-12-31	$6,130,809
Employer contributions (assets) at beginning of year	2021-12-31	$5,946,109
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$23,694,044
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	RSM US LLP
Accountancy firm EIN	2021-12-31	420714325
2020 : CHAMBERLAIN 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$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	$72,671,920
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$18,279,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$18,019,121
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$21,829,339
Value of total assets at end of year	2020-12-31	$274,530,211
Value of total assets at beginning of year	2020-12-31	$220,137,735
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$260,323
Total interest from all sources	2020-12-31	$233,252
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$13,360,169
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$13,360,169
Administrative expenses professional fees incurred	2020-12-31	$260,323
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$10,615,687
Participant contributions at end of year	2020-12-31	$2,705,060
Participant contributions at beginning of year	2020-12-31	$3,006,026
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$1,850,513
Other income not declared elsewhere	2020-12-31	$280,030
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$54,392,476
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$274,530,211
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$220,137,735
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$247,197,706
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$196,990,337
Interest on participant loans	2020-12-31	$166,566
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$18,681,336
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$14,307,849
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$14,307,849
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$66,686
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$36,969,130
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$9,363,139
Employer contributions (assets) at end of year	2020-12-31	$5,946,109
Employer contributions (assets) at beginning of year	2020-12-31	$5,833,523
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$18,019,121
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	RSM US LLP
Accountancy firm EIN	2020-12-31	420714325
2019 : CHAMBERLAIN 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	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 income from all sources (including contributions)	2019-12-31	$66,848,321
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$24,825,443
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$24,656,739
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$24,878,441
Value of total assets at end of year	2019-12-31	$220,137,735
Value of total assets at beginning of year	2019-12-31	$178,114,857
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$168,704
Total interest from all sources	2019-12-31	$454,875
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$9,748,101
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$9,748,101
Administrative expenses professional fees incurred	2019-12-31	$168,704
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$10,002,989
Participant contributions at end of year	2019-12-31	$3,006,026
Participant contributions at beginning of year	2019-12-31	$2,907,965
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$5,736,521
Other income not declared elsewhere	2019-12-31	$250,703
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$42,022,878
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$220,137,735
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$178,114,857
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$211,298,186
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$169,707,167
Interest on participant loans	2019-12-31	$159,998
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$294,877
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$31,516,201
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$9,138,931
Employer contributions (assets) at end of year	2019-12-31	$5,833,523
Employer contributions (assets) at beginning of year	2019-12-31	$5,499,725
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$24,656,739
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	RSM US LLP
Accountancy firm EIN	2019-12-31	420714325
2018 : CHAMBERLAIN 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$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	$8,955,016
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$17,312,455
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$17,272,371
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$18,762,952
Value of total assets at end of year	2018-12-31	$178,114,857
Value of total assets at beginning of year	2018-12-31	$186,472,296
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$40,084
Total interest from all sources	2018-12-31	$337,092
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$9,315,366
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$9,315,366
Administrative expenses professional fees incurred	2018-12-31	$33,801
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$8,627,765
Participant contributions at end of year	2018-12-31	$2,907,965
Participant contributions at beginning of year	2018-12-31	$2,735,212
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$1,811,846
Other income not declared elsewhere	2018-12-31	$127,250
Administrative expenses (other) incurred	2018-12-31	$6,283
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-8,357,439
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$178,114,857
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$186,472,296
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$169,707,167
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$179,058,521
Interest on participant loans	2018-12-31	$137,316
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$199,776
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-19,587,644
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$8,323,341
Employer contributions (assets) at end of year	2018-12-31	$5,499,725
Employer contributions (assets) at beginning of year	2018-12-31	$4,678,563
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$17,272,371
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	RSM US LLP
Accountancy firm EIN	2018-12-31	420714325

Form 5500 Responses for CHAMBERLAIN 401(K) PLAN

2022: CHAMBERLAIN 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: CHAMBERLAIN 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: CHAMBERLAIN 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: CHAMBERLAIN 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: CHAMBERLAIN 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	THE CHAMBERLAIN GROUP INC.
Employer identification number (EIN):	060953094
NAIC Classification:	332900

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
007	2022-01-01	MEGAN BARCHESKI	2023-10-09
007	2021-01-01	CHRISTINE KOCH	2022-10-13
007	2020-01-01
007	2019-01-01
007	2018-01-01