401k Plan data: BOSTON TRUST MANAGEMENT CORPORATION DEFINED BENEFIT PENSION PLAN plan

BOSTON TRUST MANAGEMENT CORPORATION DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	BOSTON TRUST MANAGEMENT CORPORATION DEFINED BENEFIT PENSION PLAN
Plan identification number	003

BOSTON TRUST MANAGEMENT CORPORATION DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

BOSTON TRUST MANAGEMENT CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: BOSTON TRUST MANAGEMENT CORPORATION

Employer identification number (EIN): 043166193

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BOSTON TRUST MANAGEMENT CORPORATION DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2018-01-01 JOHN DESISTO 2019-03-07 JOHN DESISTO 2019-03-07
003 2017-01-01 JOHN DESISTO 2018-04-02 JOHN DESISTO 2018-04-02
003 2016-01-01
003 2015-01-01
003 2014-01-01
003 2013-01-01
003 2012-01-01 WILLIAM B. GUTFARB 2013-07-01
003 2011-01-01 WILLIAM B GUTFARB 2012-07-25
003 2010-01-01 KAREN PECKENSCHNEIDER 2011-07-29

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2018-01-01	JOHN DESISTO	2019-03-07	JOHN DESISTO	2019-03-07
003	2017-01-01	JOHN DESISTO	2018-04-02	JOHN DESISTO	2018-04-02
003	2016-01-01
003	2015-01-01
003	2014-01-01
003	2013-01-01
003	2012-01-01	WILLIAM B. GUTFARB	2013-07-01
003	2011-01-01	WILLIAM B GUTFARB	2012-07-25
003	2010-01-01	KAREN PECKENSCHNEIDER	2011-07-29

Plan Statistics for BOSTON TRUST MANAGEMENT CORPORATION DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for BOSTON TRUST MANAGEMENT CORPORATION DEFINED BENEFIT PENSION PLAN

Measure Date Value
2018: BOSTON TRUST MANAGEMENT CORPORATION DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 3,690,930
Acturial value of plan assets 2018-12-31 3,690,930
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 2
Fundng target for terminated vested participants 2018-12-31 35,494
Active participant vested funding target 2018-12-31 3,417,033
Number of active participants 2018-12-31 8
Total funding liabilities for active participants 2018-12-31 3,459,357
Total participant count 2018-12-31 10
Total funding target for all participants 2018-12-31 3,494,851
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 255,369
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 40,698
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 214,671
Present value of excess contributions 2018-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 246,249
Total employer contributions 2018-12-31 360,477
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 349,601
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 356,807
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 356,807
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 7,206
Additional cash requirement 2018-12-31 349,601
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 349,601
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: BOSTON TRUST MANAGEMENT CORPORATION DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 3,089,042
Acturial value of plan assets 2017-12-31 3,089,042
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 2
Fundng target for terminated vested participants 2017-12-31 29,892
Active participant vested funding target 2017-12-31 2,647,857
Number of active participants 2017-12-31 8
Total funding liabilities for active participants 2017-12-31 2,682,871
Total participant count 2017-12-31 10
Total funding target for all participants 2017-12-31 2,712,763
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 245,949
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 245,949
Present value of excess contributions 2017-12-31 418,828
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 441,738
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 255,369
Total employer contributions 2017-12-31 142,046
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 136,765
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 298,373
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 177,463
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 40,698
Additional cash requirement 2017-12-31 136,765
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 136,765
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: BOSTON TRUST MANAGEMENT CORPORATION DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 3,487,774
Acturial value of plan assets 2016-12-31 3,487,774
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 2
Fundng target for terminated vested participants 2016-12-31 27,627
Active participant vested funding target 2016-12-31 3,299,711
Number of active participants 2016-12-31 9
Total funding liabilities for active participants 2016-12-31 3,321,050
Total participant count 2016-12-31 11
Total funding target for all participants 2016-12-31 3,348,677
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 247,284
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 247,284
Present value of excess contributions 2016-12-31 296,178
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 312,912
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 245,949
Total employer contributions 2016-12-31 813,020
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 782,590
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 363,762
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 363,762
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 363,762
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 782,590
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2018: BOSTON TRUST MANAGEMENT CORPORATION DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	3,690,930
Acturial value of plan assets	2018-12-31	3,690,930
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	2
Fundng target for terminated vested participants	2018-12-31	35,494
Active participant vested funding target	2018-12-31	3,417,033
Number of active participants	2018-12-31	8
Total funding liabilities for active participants	2018-12-31	3,459,357
Total participant count	2018-12-31	10
Total funding target for all participants	2018-12-31	3,494,851
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	255,369
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	40,698
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	214,671
Present value of excess contributions	2018-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	246,249
Total employer contributions	2018-12-31	360,477
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	349,601
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	356,807
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	356,807
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	7,206
Additional cash requirement	2018-12-31	349,601
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	349,601
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: BOSTON TRUST MANAGEMENT CORPORATION DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	3,089,042
Acturial value of plan assets	2017-12-31	3,089,042
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	2
Fundng target for terminated vested participants	2017-12-31	29,892
Active participant vested funding target	2017-12-31	2,647,857
Number of active participants	2017-12-31	8
Total funding liabilities for active participants	2017-12-31	2,682,871
Total participant count	2017-12-31	10
Total funding target for all participants	2017-12-31	2,712,763
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	245,949
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	245,949
Present value of excess contributions	2017-12-31	418,828
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	441,738
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	255,369
Total employer contributions	2017-12-31	142,046
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	136,765
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	298,373
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	177,463
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	40,698
Additional cash requirement	2017-12-31	136,765
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	136,765
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: BOSTON TRUST MANAGEMENT CORPORATION DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	3,487,774
Acturial value of plan assets	2016-12-31	3,487,774
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	2
Fundng target for terminated vested participants	2016-12-31	27,627
Active participant vested funding target	2016-12-31	3,299,711
Number of active participants	2016-12-31	9
Total funding liabilities for active participants	2016-12-31	3,321,050
Total participant count	2016-12-31	11
Total funding target for all participants	2016-12-31	3,348,677
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	247,284
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	247,284
Present value of excess contributions	2016-12-31	296,178
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	312,912
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	245,949
Total employer contributions	2016-12-31	813,020
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	782,590
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	363,762
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	363,762
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	363,762
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	782,590
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	BOSTON TRUST MANAGEMENT CORPORATION
Employer identification number (EIN):	043166193
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services