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THE BURKE GROUP WELFARE PLAN TRUST 401k Plan overview

Plan NameTHE BURKE GROUP WELFARE PLAN TRUST
Plan identification number 501

THE BURKE GROUP WELFARE PLAN TRUST Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance

401k Sponsoring company profile

CHRISTOPHER B. BURKE ENGINEERING, LTD. has sponsored the creation of one or more 401k plans.

Company Name:CHRISTOPHER B. BURKE ENGINEERING, LTD.
Employer identification number (EIN):363468939
NAIC Classification:541330
NAIC Description:Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE BURKE GROUP WELFARE PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012011-01-01CHRISTOPHER B BURKE

Plan Statistics for THE BURKE GROUP WELFARE PLAN TRUST

401k plan membership statisitcs for THE BURKE GROUP WELFARE PLAN TRUST

Measure Date Value
2011: THE BURKE GROUP WELFARE PLAN TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01277
Total number of active participants reported on line 7a of the Form 55002011-01-01269
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01269

Financial Data on THE BURKE GROUP WELFARE PLAN TRUST

Measure Date Value
2011 : THE BURKE GROUP WELFARE PLAN TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$225,171
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$296,627
Total income from all sources (including contributions)2011-12-31$3,707,517
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$3,472,985
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,301,491
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,706,236
Value of total assets at end of year2011-12-31$392,369
Value of total assets at beginning of year2011-12-31$229,293
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$171,494
Total interest from all sources2011-12-31$1,281
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$250,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,030,674
Liabilities. Value of operating payables at end of year2011-12-31$0
Liabilities. Value of operating payables at beginning of year2011-12-31$2,050
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$234,532
Value of net assets at end of year (total assets less liabilities)2011-12-31$167,198
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$-67,334
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$180,807
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$228,208
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$228,208
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,281
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$493,981
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,675,562
Employer contributions (assets) at end of year2011-12-31$211,562
Employer contributions (assets) at beginning of year2011-12-31$1,085
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,807,510
Contract administrator fees2011-12-31$171,494
Liabilities. Value of benefit claims payable at end of year2011-12-31$225,171
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$294,577
Did the plan have assets held for investment2011-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2011-12-31431947695

Form 5500 Responses for THE BURKE GROUP WELFARE PLAN TRUST

2011: THE BURKE GROUP WELFARE PLAN TRUST 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes

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