401k Plan data: BEECHER CARLSON HOLDINGS, INC. 401K PLAN plan

BEECHER CARLSON HOLDINGS, INC. 401K PLAN 401k Plan overview

Plan Name	BEECHER CARLSON HOLDINGS, INC. 401K PLAN
Plan identification number	001

BEECHER CARLSON HOLDINGS, INC. 401K 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.
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.

401k Sponsoring company profile

BEECHER CARLSON HOLDINGS, INC. has sponsored the creation of one or more 401k plans.

Company Name: BEECHER CARLSON HOLDINGS, INC.

Employer identification number (EIN): 200322653

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Additional information about BEECHER CARLSON HOLDINGS, INC.

Jurisdiction of Incorporation: Georgia Department of States Corporations Division

Incorporation Date: 2003-10-28

Company Identification Number: 237648

Legal Registered Office Address: 220 S. Ridgewood Avenue

Daytona Beach
United States of America (USA)
32114

More information about BEECHER CARLSON HOLDINGS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BEECHER CARLSON HOLDINGS, INC. 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01 JAMES LANNI
001 2012-01-01 LESLEY DRESCH LESLEY DRESCH 2013-08-20
001 2011-01-01 LESLEY DRESCH LESLEY DRESCH 2012-10-16
001 2009-01-01 LESLEY DRESCH LESLEY DRESCH 2010-10-13

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2013-01-01	JAMES LANNI
001	2012-01-01	LESLEY DRESCH	LESLEY DRESCH	2013-08-20
001	2011-01-01	LESLEY DRESCH	LESLEY DRESCH	2012-10-16
001	2009-01-01	LESLEY DRESCH	LESLEY DRESCH	2010-10-13

Plan Statistics for BEECHER CARLSON HOLDINGS, INC. 401K PLAN

401k plan membership statisitcs for BEECHER CARLSON HOLDINGS, INC. 401K PLAN

Measure Date Value
2013: BEECHER CARLSON HOLDINGS, INC. 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 479
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 0
Number of participants with account balances 2013-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 23
2012: BEECHER CARLSON HOLDINGS, INC. 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 504
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 406
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 73
Total of all active and inactive participants 2012-01-01 479
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 479
Number of participants with account balances 2012-01-01 415
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 17
2011: BEECHER CARLSON HOLDINGS, INC. 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 468
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 405
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 99
Total of all active and inactive participants 2011-01-01 504
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 504
Number of participants with account balances 2011-01-01 433
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 25
2009: BEECHER CARLSON HOLDINGS, INC. 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 443
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 392
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 63
Total of all active and inactive participants 2009-01-01 455
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 455
Number of participants with account balances 2009-01-01 351
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 34

Measure	Date	Value
2013: BEECHER CARLSON HOLDINGS, INC. 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	479
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	0
Number of participants with account balances	2013-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	23
2012: BEECHER CARLSON HOLDINGS, INC. 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	504
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	406
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	73
Total of all active and inactive participants	2012-01-01	479
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	479
Number of participants with account balances	2012-01-01	415
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	17
2011: BEECHER CARLSON HOLDINGS, INC. 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	468
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	405
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	99
Total of all active and inactive participants	2011-01-01	504
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	504
Number of participants with account balances	2011-01-01	433
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	25
2009: BEECHER CARLSON HOLDINGS, INC. 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	443
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	392
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	63
Total of all active and inactive participants	2009-01-01	455
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	455
Number of participants with account balances	2009-01-01	351
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	34

Financial Data on BEECHER CARLSON HOLDINGS, INC. 401K PLAN

Measure	Date	Value
2013 : BEECHER CARLSON HOLDINGS, INC. 401K PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-10-15	$0
Total transfer of assets from this plan	2013-10-15	$35,934,187
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-10-15	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-10-15	$0
Total income from all sources (including contributions)	2013-10-15	$7,565,316
Total loss/gain on sale of assets	2013-10-15	$0
Total of all expenses incurred	2013-10-15	$5,331,481
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-10-15	$5,313,841
Expenses. Certain deemed distributions of participant loans	2013-10-15	$3,716
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-10-15	$2,868,099
Value of total assets at end of year	2013-10-15	$0
Value of total assets at beginning of year	2013-10-15	$33,700,352
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-10-15	$13,924
Total interest from all sources	2013-10-15	$114,597
Total dividends received (eg from common stock, registered investment company shares)	2013-10-15	$252,965
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-10-15	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-10-15	$252,965
Was this plan covered by a fidelity bond	2013-10-15	Yes
Value of fidelity bond cover	2013-10-15	$500,000
If this is an individual account plan, was there a blackout period	2013-10-15	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-10-15	$0
Were there any nonexempt tranactions with any party-in-interest	2013-10-15	No
Contributions received from participants	2013-10-15	$2,090,418
Participant contributions at end of year	2013-10-15	$0
Participant contributions at beginning of year	2013-10-15	$910,183
Income. Received or receivable in cash from other sources (including rollovers)	2013-10-15	$1,497
Other income not declared elsewhere	2013-10-15	$0
Administrative expenses (other) incurred	2013-10-15	$13,924
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-10-15	No
Value of net income/loss	2013-10-15	$2,233,835
Value of net assets at end of year (total assets less liabilities)	2013-10-15	$0
Value of net assets at beginning of year (total assets less liabilities)	2013-10-15	$33,700,352
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-10-15	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-10-15	No
Were any leases to which the plan was party in default or uncollectible	2013-10-15	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-10-15	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-10-15	$28,146,236
Interest on participant loans	2013-10-15	$23,631
Interest earned on other investments	2013-10-15	$90,966
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-10-15	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-10-15	$4,643,933
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-10-15	$4,329,655
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-10-15	No
Was there a failure to transmit to the plan any participant contributions	2013-10-15	Yes
Has the plan failed to provide any benefit when due under the plan	2013-10-15	No
Contributions received in cash from employer	2013-10-15	$776,184
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-10-15	$5,313,841
Did the plan have assets held for investment	2013-10-15	No
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	2013-10-15	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-10-15	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-10-15	Yes
Opinion of an independent qualified public accountant for this plan	2013-10-15	Disclaimer
Accountancy firm name	2013-10-15	COHNREZNICK LLP
Accountancy firm EIN	2013-10-15	221478099
2012 : BEECHER CARLSON HOLDINGS, INC. 401K PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets to this plan	2012-12-31	$67,153
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$9,256,207
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$3,761,480
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$3,754,327
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$5,289,361
Value of total assets at end of year	2012-12-31	$33,700,352
Value of total assets at beginning of year	2012-12-31	$28,138,472
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$7,153
Total interest from all sources	2012-12-31	$128,987
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$489,589
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$489,589
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$3,001,081
Participant contributions at end of year	2012-12-31	$910,183
Participant contributions at beginning of year	2012-12-31	$704,026
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$1,207,334
Other income not declared elsewhere	2012-12-31	$2,247
Administrative expenses (other) incurred	2012-12-31	$7,153
Total non interest bearing cash at end of year	2012-12-31	$0
Total non interest bearing cash at beginning of year	2012-12-31	$8
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$5,494,727
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$33,700,352
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$28,138,472
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$28,146,236
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$24,003,877
Interest on participant loans	2012-12-31	$34,661
Interest earned on other investments	2012-12-31	$94,326
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$4,643,933
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$3,430,561
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$3,346,023
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$1,080,946
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$3,754,327
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	COHNREZNICK LLP
Accountancy firm EIN	2012-12-31	221478099
2011 : BEECHER CARLSON HOLDINGS, INC. 401K PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$3,610,668
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$1,722,689
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,718,862
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$4,459,197
Value of total assets at end of year	2011-12-31	$28,138,472
Value of total assets at beginning of year	2011-12-31	$26,250,493
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$3,827
Total interest from all sources	2011-12-31	$113,405
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$374,697
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$374,697
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$2,844,582
Participant contributions at end of year	2011-12-31	$704,026
Participant contributions at beginning of year	2011-12-31	$605,472
Participant contributions at end of year	2011-12-31	$0
Participant contributions at beginning of year	2011-12-31	$7,371
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$567,860
Other income not declared elsewhere	2011-12-31	$3
Administrative expenses (other) incurred	2011-12-31	$3,827
Total non interest bearing cash at end of year	2011-12-31	$8
Total non interest bearing cash at beginning of year	2011-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$1,887,979
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$28,138,472
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$26,250,493
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$24,003,877
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$22,631,978
Interest on participant loans	2011-12-31	$27,207
Interest earned on other investments	2011-12-31	$86,198
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$3,430,561
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$3,003,454
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-1,336,634
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$1,046,755
Employer contributions (assets) at end of year	2011-12-31	$0
Employer contributions (assets) at beginning of year	2011-12-31	$2,218
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,718,862
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	REZNICK GROUP, P.C.
Accountancy firm EIN	2011-12-31	521088612
2010 : BEECHER CARLSON HOLDINGS, INC. 401K PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
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	$7,045,136
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$4,916,002
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$4,898,680
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$3,838,757
Value of total assets at end of year	2010-12-31	$26,250,493
Value of total assets at beginning of year	2010-12-31	$24,121,359
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$17,322
Total interest from all sources	2010-12-31	$126,101
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$293,109
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$293,109
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$2,969,079
Participant contributions at end of year	2010-12-31	$605,472
Participant contributions at beginning of year	2010-12-31	$531,462
Participant contributions at end of year	2010-12-31	$7,371
Participant contributions at beginning of year	2010-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$91,634
Administrative expenses (other) incurred	2010-12-31	$17,322
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$2,129,134
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$26,250,493
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$24,121,359
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$22,631,978
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$20,218,078
Interest on participant loans	2010-12-31	$25,735
Interest earned on other investments	2010-12-31	$100,366
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$3,003,454
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$3,371,819
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$2,787,169
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$778,044
Employer contributions (assets) at end of year	2010-12-31	$2,218
Employer contributions (assets) at beginning of year	2010-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$4,898,680
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	REZNICK GROUP, P.C.
Accountancy firm EIN	2010-12-31	521088612
2009 : BEECHER CARLSON HOLDINGS, INC. 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for BEECHER CARLSON HOLDINGS, INC. 401K PLAN

2013: BEECHER CARLSON HOLDINGS, INC. 401K PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	Yes
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: BEECHER CARLSON HOLDINGS, INC. 401K PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: BEECHER CARLSON HOLDINGS, INC. 401K PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: BEECHER CARLSON HOLDINGS, INC. 401K PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

BEECHER CARLSON HOLDINGS, INC. HEALTH & WELFARE PLANS [EIN = 810669367]

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Company Name:	BEECHER CARLSON HOLDINGS, INC.
Employer identification number (EIN):	200322653
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Jurisdiction of Incorporation:	Georgia Department of States Corporations Division
Incorporation Date:	2003-10-28
Company Identification Number:	237648
Legal Registered Office Address:	220 S. Ridgewood Avenue Daytona Beach United States of America (USA) 32114