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BURROUGHS & CHAPIN COMPANY PENSION PLAN 401k Plan overview

Plan NameBURROUGHS & CHAPIN COMPANY PENSION PLAN
Plan identification number 005

BURROUGHS & CHAPIN COMPANY PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • 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 & CHAPIN COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name:BURROUGHS & CHAPIN COMPANY, INC.
Employer identification number (EIN):570131550
NAIC Classification:531390
NAIC Description:Other Activities Related to Real Estate

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BURROUGHS & CHAPIN COMPANY PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052018-12-16CHAD CARLSON2020-10-14
0052017-12-16TANYA GREENLEE2019-10-09
0052016-12-16TANYA GREENLEE2018-10-16 BRATTON FENNELL2018-10-16
0052016-12-16TANYA GREENLEE2018-09-19 BRATTON FENNELL2018-09-08
0052015-12-16TANYA GREENLEE2017-07-11 BRATTON FENNELL2017-07-06
0052014-12-16TANYA GREENLEE2016-09-29 BRATTON FENNELL2016-09-29
0052013-12-16TANYA GREENLEE BRATTON FENNELL2015-10-06
0052012-12-16TANYA GREENLEE BRATTON FENNELL2014-10-10
0052011-12-16TANYA GREENLEE BRATTON FENNELL2013-10-10
0052009-12-16TANYA GREENLEE BRATTON FENNELL2011-10-12
0052009-12-16 BRATTON FENNELL2011-10-12
0052008-12-16

Plan Statistics for BURROUGHS & CHAPIN COMPANY PENSION PLAN

401k plan membership statisitcs for BURROUGHS & CHAPIN COMPANY PENSION PLAN

Measure Date Value
2018: BURROUGHS & CHAPIN COMPANY PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-151,475,784
Acturial value of plan assets2018-12-151,475,784
Funding target for retired participants and beneficiaries receiving payment2018-12-15450,621
Number of terminated vested participants2018-12-1524
Fundng target for terminated vested participants2018-12-15252,025
Active participant vested funding target2018-12-15641,405
Number of active participants2018-12-1535
Total funding liabilities for active participants2018-12-15641,405
Total participant count2018-12-1562
Total funding target for all participants2018-12-151,344,051
Balance at beginning of prior year after applicable adjustments2018-12-1587,348
Prefunding balance at beginning of prior year after applicable adjustments2018-12-15249,205
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-155,136
Prefunding balanced used to offset prior years funding requirement2018-12-150
Amount remaining of carryover balance2018-12-1582,212
Amount remaining of prefunding balance2018-12-15249,205
Present value of excess contributions2018-12-15181,853
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-15192,791
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-150
Reductions in caryover balances due to elections or deemed elections2018-12-1586,438
Reductions in prefunding balances due to elections or deemed elections2018-12-15135,064
Balance of carryovers at beginning of current year2018-12-150
Balance of prefunding at beginning of current year2018-12-15126,950
Total employer contributions2018-12-150
Total employee contributions2018-12-150
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-150
Contributions made to avoid restrictions adjusted to valuation date2018-12-150
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-150
Unpaid minimum required contributions for all prior years2018-12-150
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-150
Remaining amount of unpaid minimum required contributions2018-12-150
Minimum required contributions for current year target normal cost2018-12-154,783
Net shortfall amortization installment of oustanding balance2018-12-150
Waiver amortization installment2018-12-150
Total funding amount beforereflecting carryover/prefunding balances2018-12-150
Carryover balance elected to use to offset funding requirement2018-12-150
Prefunding balance elected to use to offset funding requirement2018-12-150
Additional cash requirement2018-12-150
Contributions allocatedtoward minimum required contributions for current year2018-12-150
Unpaid minimum required contributions for current year2018-12-150
Unpaid minimum required contributions for all years2018-12-150
2017: BURROUGHS & CHAPIN COMPANY PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-151,395,750
Acturial value of plan assets2017-12-151,430,240
Funding target for retired participants and beneficiaries receiving payment2017-12-15453,840
Number of terminated vested participants2017-12-1529
Fundng target for terminated vested participants2017-12-15285,443
Active participant vested funding target2017-12-15606,699
Number of active participants2017-12-1539
Total funding liabilities for active participants2017-12-15606,699
Total participant count2017-12-1571
Total funding target for all participants2017-12-151,345,982
Balance at beginning of prior year after applicable adjustments2017-12-1584,812
Prefunding balance at beginning of prior year after applicable adjustments2017-12-15241,970
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-150
Prefunding balanced used to offset prior years funding requirement2017-12-150
Amount remaining of carryover balance2017-12-1584,812
Amount remaining of prefunding balance2017-12-15241,970
Present value of excess contributions2017-12-150
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-150
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-150
Reductions in caryover balances due to elections or deemed elections2017-12-155,136
Reductions in prefunding balances due to elections or deemed elections2017-12-150
Balance of carryovers at beginning of current year2017-12-1582,212
Balance of prefunding at beginning of current year2017-12-15249,205
Total employer contributions2017-12-15200,000
Total employee contributions2017-12-150
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-150
Contributions made to avoid restrictions adjusted to valuation date2017-12-150
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-15181,853
Unpaid minimum required contributions for all prior years2017-12-150
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-150
Remaining amount of unpaid minimum required contributions2017-12-150
Minimum required contributions for current year target normal cost2017-12-155,136
Net shortfall amortization installment of oustanding balance2017-12-150
Waiver amortization installment2017-12-150
Total funding amount beforereflecting carryover/prefunding balances2017-12-155,136
Carryover balance elected to use to offset funding requirement2017-12-155,136
Prefunding balance elected to use to offset funding requirement2017-12-150
Additional cash requirement2017-12-150
Contributions allocatedtoward minimum required contributions for current year2017-12-15181,853
Unpaid minimum required contributions for current year2017-12-150
Unpaid minimum required contributions for all years2017-12-150
2013: BURROUGHS & CHAPIN COMPANY PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-12-16112
Total number of active participants reported on line 7a of the Form 55002013-12-1644
Number of retired or separated participants receiving benefits2013-12-166
Number of other retired or separated participants entitled to future benefits2013-12-1635
Total of all active and inactive participants2013-12-1685
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-12-160
Total participants2013-12-1685
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-12-160
2012: BURROUGHS & CHAPIN COMPANY PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-12-16114
Total number of active participants reported on line 7a of the Form 55002012-12-1646
Number of retired or separated participants receiving benefits2012-12-165
Number of other retired or separated participants entitled to future benefits2012-12-1661
Total of all active and inactive participants2012-12-16112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-12-160
Total participants2012-12-16112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-12-160
2011: BURROUGHS & CHAPIN COMPANY PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-12-16152
Total number of active participants reported on line 7a of the Form 55002011-12-1650
Number of retired or separated participants receiving benefits2011-12-163
Number of other retired or separated participants entitled to future benefits2011-12-1661
Total of all active and inactive participants2011-12-16114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-12-160
Total participants2011-12-16114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-12-160
2009: BURROUGHS & CHAPIN COMPANY PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-12-16189
Total number of active participants reported on line 7a of the Form 55002009-12-16102
Number of retired or separated participants receiving benefits2009-12-161
Number of other retired or separated participants entitled to future benefits2009-12-1676
Total of all active and inactive participants2009-12-16179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-12-160
Total participants2009-12-16179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-12-160

Financial Data on BURROUGHS & CHAPIN COMPANY PENSION PLAN

Measure Date Value
2014 : BURROUGHS & CHAPIN COMPANY PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-15$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-15$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-15$0
Total income from all sources (including contributions)2014-12-15$318,737
Total loss/gain on sale of assets2014-12-15$0
Total of all expenses incurred2014-12-15$403,921
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-15$397,920
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-15$233,847
Value of total assets at end of year2014-12-15$2,742,117
Value of total assets at beginning of year2014-12-15$2,827,301
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-15$6,001
Total interest from all sources2014-12-15$78
Total dividends received (eg from common stock, registered investment company shares)2014-12-15$42,149
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-15No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-15$42,149
Administrative expenses professional fees incurred2014-12-15$6,001
Was this plan covered by a fidelity bond2014-12-15Yes
Value of fidelity bond cover2014-12-15$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-15$0
Were there any nonexempt tranactions with any party-in-interest2014-12-15No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-15$1,266
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-15$440
Total non interest bearing cash at end of year2014-12-15$0
Total non interest bearing cash at beginning of year2014-12-15$21,392
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-15No
Value of net income/loss2014-12-15$-85,184
Value of net assets at end of year (total assets less liabilities)2014-12-15$2,742,117
Value of net assets at beginning of year (total assets less liabilities)2014-12-15$2,827,301
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-15No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-15No
Were any leases to which the plan was party in default or uncollectible2014-12-15No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-15$2,019,323
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-15$1,032,569
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-15$721,528
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-15$1,272,900
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-15$1,272,900
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-15$78
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-15$42,663
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-15Yes
Was there a failure to transmit to the plan any participant contributions2014-12-15No
Has the plan failed to provide any benefit when due under the plan2014-12-15No
Contributions received in cash from employer2014-12-15$233,847
Employer contributions (assets) at end of year2014-12-15$0
Employer contributions (assets) at beginning of year2014-12-15$500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-15$397,920
Did the plan have assets held for investment2014-12-15Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-15No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-15No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-15Yes
Opinion of an independent qualified public accountant for this plan2014-12-15Disclaimer
Accountancy firm name2014-12-15ELLIOTT DAVIS DECOSIMO LLC
Accountancy firm EIN2014-12-15570381582
2013 : BURROUGHS & CHAPIN COMPANY PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-15$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-15$1,070
Total unrealized appreciation/depreciation of assets2013-12-15$1,070
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-15$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-15$17,870
Expenses. Interest paid2013-12-15$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-15$0
Total income from all sources (including contributions)2013-12-15$1,960,417
Total loss/gain on sale of assets2013-12-15$15,172
Total of all expenses incurred2013-12-15$182,737
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-15$172,021
Expenses. Certain deemed distributions of participant loans2013-12-15$0
Value of total corrective distributions2013-12-15$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-15$1,899,054
Value of total assets at end of year2013-12-15$2,827,301
Value of total assets at beginning of year2013-12-15$1,067,491
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-15$10,716
Total income from rents2013-12-15$0
Total interest from all sources2013-12-15$9
Total dividends received (eg from common stock, registered investment company shares)2013-12-15$9,311
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-15No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-15$9,311
Administrative expenses professional fees incurred2013-12-15$4,520
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-15$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-15$0
Was this plan covered by a fidelity bond2013-12-15Yes
Value of fidelity bond cover2013-12-15$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-15$0
Were there any nonexempt tranactions with any party-in-interest2013-12-15No
Contributions received from participants2013-12-15$0
Assets. Other investments not covered elsewhere at end of year2013-12-15$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-15$16
Income. Received or receivable in cash from other sources (including rollovers)2013-12-15$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-15$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-15$440
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-15$19,622
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-15$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-15$17,870
Other income not declared elsewhere2013-12-15$9,567
Administrative expenses (other) incurred2013-12-15$0
Total non interest bearing cash at end of year2013-12-15$21,392
Total non interest bearing cash at beginning of year2013-12-15$-179
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-15No
Income. Non cash contributions2013-12-15$0
Value of net income/loss2013-12-15$1,777,680
Value of net assets at end of year (total assets less liabilities)2013-12-15$2,827,301
Value of net assets at beginning of year (total assets less liabilities)2013-12-15$1,049,621
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-15No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-15No
Were any leases to which the plan was party in default or uncollectible2013-12-15No
Investment advisory and management fees2013-12-15$6,196
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-15$1,032,569
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-15$0
Interest on participant loans2013-12-15$0
Income. Interest from loans (other than to participants)2013-12-15$0
Interest earned on other investments2013-12-15$0
Income. Interest from US Government securities2013-12-15$0
Income. Interest from corporate debt instruments2013-12-15$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-15$1,272,900
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-15$14,007
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-15$14,007
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-15$9
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-15$0
Asset value of US Government securities at end of year2013-12-15$0
Asset value of US Government securities at beginning of year2013-12-15$398,536
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-15$26,234
Net investment gain/loss from pooled separate accounts2013-12-15$0
Net investment gain or loss from common/collective trusts2013-12-15$0
Net gain/loss from 103.12 investment entities2013-12-15$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-15Yes
Was there a failure to transmit to the plan any participant contributions2013-12-15No
Has the plan failed to provide any benefit when due under the plan2013-12-15No
Contributions received in cash from employer2013-12-15$1,899,054
Employer contributions (assets) at end of year2013-12-15$500,000
Employer contributions (assets) at beginning of year2013-12-15$163,517
Income. Dividends from preferred stock2013-12-15$0
Income. Dividends from common stock2013-12-15$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-15$172,021
Asset. Corporate debt instrument debt (other) at end of year2013-12-15$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-15$146,466
Contract administrator fees2013-12-15$0
Assets. Corporate common stocks other than exployer securities at end of year2013-12-15$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-15$325,506
Did the plan have assets held for investment2013-12-15Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-15No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-15No
Aggregate proceeds on sale of assets2013-12-15$15,172
Aggregate carrying amount (costs) on sale of assets2013-12-15$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-15Yes
Opinion of an independent qualified public accountant for this plan2013-12-15Disclaimer
Accountancy firm name2013-12-15ELLIOTT DAVIS LLC
Accountancy firm EIN2013-12-15570381582
2012 : BURROUGHS & CHAPIN COMPANY PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-15$42,704
Total unrealized appreciation/depreciation of assets2012-12-15$42,704
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-15$17,870
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-15$25,413
Total income from all sources (including contributions)2012-12-15$458,162
Total loss/gain on sale of assets2012-12-15$26,572
Total of all expenses incurred2012-12-15$749,125
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-15$735,851
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-15$363,098
Value of total assets at end of year2012-12-15$1,067,491
Value of total assets at beginning of year2012-12-15$1,365,997
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-15$13,274
Total interest from all sources2012-12-15$653
Total dividends received (eg from common stock, registered investment company shares)2012-12-15$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-15No
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-15$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-15$2,435
Was this plan covered by a fidelity bond2012-12-15Yes
Value of fidelity bond cover2012-12-15$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-15$0
Were there any nonexempt tranactions with any party-in-interest2012-12-15No
Assets. Other investments not covered elsewhere at end of year2012-12-15$16
Assets. Other investments not covered elsewhere at beginning of year2012-12-15$23
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-15$19,622
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-15$6,630
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-15$17,870
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-15$25,413
Other income not declared elsewhere2012-12-15$25,135
Total non interest bearing cash at end of year2012-12-15$-179
Total non interest bearing cash at beginning of year2012-12-15$29,856
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-15No
Value of net income/loss2012-12-15$-290,963
Value of net assets at end of year (total assets less liabilities)2012-12-15$1,049,621
Value of net assets at beginning of year (total assets less liabilities)2012-12-15$1,340,584
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-15No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-15No
Were any leases to which the plan was party in default or uncollectible2012-12-15No
Investment advisory and management fees2012-12-15$13,274
Interest earned on other investments2012-12-15$653
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-15$14,007
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-15$22,364
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-15$22,364
Asset value of US Government securities at end of year2012-12-15$398,536
Asset value of US Government securities at beginning of year2012-12-15$524,735
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-15Yes
Was there a failure to transmit to the plan any participant contributions2012-12-15No
Has the plan failed to provide any benefit when due under the plan2012-12-15No
Contributions received in cash from employer2012-12-15$363,098
Employer contributions (assets) at end of year2012-12-15$163,517
Employer contributions (assets) at beginning of year2012-12-15$59,927
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-15$735,851
Asset. Corporate debt instrument debt (other) at end of year2012-12-15$146,466
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-15$240,543
Assets. Corporate common stocks other than exployer securities at end of year2012-12-15$325,506
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-15$479,484
Did the plan have assets held for investment2012-12-15Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-15No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-15No
Aggregate proceeds on sale of assets2012-12-15$26,572
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-15Yes
Opinion of an independent qualified public accountant for this plan2012-12-15Disclaimer
Accountancy firm name2012-12-15ELLIOTT DAVIS LLC
Accountancy firm EIN2012-12-15570381582
2011 : BURROUGHS & CHAPIN COMPANY PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-15$-29,363
Total unrealized appreciation/depreciation of assets2011-12-15$-29,363
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-15$25,413
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-15$30,767
Total income from all sources (including contributions)2011-12-15$333,864
Total loss/gain on sale of assets2011-12-15$44,737
Total of all expenses incurred2011-12-15$610,757
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-15$595,651
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-15$280,739
Value of total assets at end of year2011-12-15$1,365,997
Value of total assets at beginning of year2011-12-15$1,648,244
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-15$15,106
Total interest from all sources2011-12-15$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-15$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-15No
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-15$2,435
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-15$3,985
Was this plan covered by a fidelity bond2011-12-15Yes
Value of fidelity bond cover2011-12-15$1,000,000
If this is an individual account plan, was there a blackout period2011-12-15No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-15$0
Were there any nonexempt tranactions with any party-in-interest2011-12-15No
Assets. Other investments not covered elsewhere at end of year2011-12-15$23
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-15$6,630
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-15$16,952
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-15$25,413
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-15$30,767
Other income not declared elsewhere2011-12-15$37,751
Total non interest bearing cash at end of year2011-12-15$29,856
Total non interest bearing cash at beginning of year2011-12-15$1,696
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-15No
Value of net income/loss2011-12-15$-276,893
Value of net assets at end of year (total assets less liabilities)2011-12-15$1,340,584
Value of net assets at beginning of year (total assets less liabilities)2011-12-15$1,617,477
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-15No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-15No
Were any leases to which the plan was party in default or uncollectible2011-12-15No
Investment advisory and management fees2011-12-15$15,106
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-15$22,364
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-15$42,491
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-15$42,491
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-15$3
Asset value of US Government securities at end of year2011-12-15$524,735
Asset value of US Government securities at beginning of year2011-12-15$559,942
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-15Yes
Was there a failure to transmit to the plan any participant contributions2011-12-15No
Has the plan failed to provide any benefit when due under the plan2011-12-15No
Contributions received in cash from employer2011-12-15$280,739
Employer contributions (assets) at end of year2011-12-15$59,927
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-15$595,651
Asset. Corporate debt instrument debt (other) at end of year2011-12-15$240,543
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-15$372,860
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-15No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-15$479,484
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-15$650,315
Did the plan have assets held for investment2011-12-15Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-15No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-15No
Aggregate proceeds on sale of assets2011-12-15$44,737
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-15Yes
Opinion of an independent qualified public accountant for this plan2011-12-15Disclaimer
Accountancy firm name2011-12-15ELLIOTT DAVIS LLC
Accountancy firm EIN2011-12-15570381582
2010 : BURROUGHS & CHAPIN COMPANY PENSION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-15$0

Form 5500 Responses for BURROUGHS & CHAPIN COMPANY PENSION PLAN

2013: BURROUGHS & CHAPIN COMPANY PENSION PLAN 2013 form 5500 responses
2013-12-16Type of plan entitySingle employer plan
2013-12-16Submission has been amendedNo
2013-12-16This submission is the final filingNo
2013-12-16This return/report is a short plan year return/report (less than 12 months)No
2013-12-16Plan is a collectively bargained planNo
2013-12-16Plan funding arrangement – TrustYes
2013-12-16Plan benefit arrangement - TrustYes
2012: BURROUGHS & CHAPIN COMPANY PENSION PLAN 2012 form 5500 responses
2012-12-16Type of plan entitySingle employer plan
2012-12-16Submission has been amendedNo
2012-12-16This submission is the final filingNo
2012-12-16This return/report is a short plan year return/report (less than 12 months)No
2012-12-16Plan is a collectively bargained planNo
2012-12-16Plan funding arrangement – InsuranceYes
2012-12-16Plan funding arrangement – TrustYes
2012-12-16Plan benefit arrangement – InsuranceYes
2012-12-16Plan benefit arrangement - TrustYes
2011: BURROUGHS & CHAPIN COMPANY PENSION PLAN 2011 form 5500 responses
2011-12-16Type of plan entitySingle employer plan
2011-12-16Submission has been amendedNo
2011-12-16This submission is the final filingNo
2011-12-16This return/report is a short plan year return/report (less than 12 months)No
2011-12-16Plan is a collectively bargained planNo
2011-12-16Plan funding arrangement – InsuranceYes
2011-12-16Plan funding arrangement – TrustYes
2011-12-16Plan benefit arrangement – InsuranceYes
2011-12-16Plan benefit arrangement - TrustYes
2009: BURROUGHS & CHAPIN COMPANY PENSION PLAN 2009 form 5500 responses
2009-12-16Type of plan entitySingle employer plan
2009-12-16Submission has been amendedNo
2009-12-16This submission is the final filingNo
2009-12-16This return/report is a short plan year return/report (less than 12 months)No
2009-12-16Plan is a collectively bargained planNo
2009-12-16Plan funding arrangement – InsuranceYes
2009-12-16Plan funding arrangement – TrustYes
2009-12-16Plan benefit arrangement – InsuranceYes
2009-12-16Plan benefit arrangement - TrustYes
2008: BURROUGHS & CHAPIN COMPANY PENSION PLAN 2008 form 5500 responses
2008-12-16Type of plan entitySingle employer plan
2008-12-16Submission has been amendedNo
2008-12-16This submission is the final filingNo
2008-12-16This return/report is a short plan year return/report (less than 12 months)No
2008-12-16Plan is a collectively bargained planNo

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number028942
Policy instance 1
Insurance contract or identification number028942
Number of Individuals Covered112
Insurance policy start date2013-01-01
Insurance policy end date2013-12-15
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number028942
Policy instance 1
Insurance contract or identification number028942
Number of Individuals Covered114
Insurance policy start date2012-01-01
Insurance policy end date2012-12-15
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number028942
Policy instance 1
Insurance contract or identification number028942
Number of Individuals Covered152
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 $0
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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