401k Plan data: BERTUCCI'S CORPORATION SAVINGS AND INVESTMENT PLAN plan

BERTUCCI'S CORPORATION SAVINGS AND INVESTMENT PLAN 401k Plan overview

Plan Name	BERTUCCI'S CORPORATION SAVINGS AND INVESTMENT PLAN
Plan identification number	001

BERTUCCI'S CORPORATION SAVINGS AND INVESTMENT 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.

401k Sponsoring company profile

BERTUCCIS CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: BERTUCCIS CORPORATION

Employer identification number (EIN): 061311266

NAIC Classification: 722511
NAIC Description: Full-Service Restaurants

Additional information about BERTUCCIS CORPORATION

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 2371641

More information about BERTUCCIS CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BERTUCCI'S CORPORATION SAVINGS AND INVESTMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01 KARA MCCORMICK 2022-10-11
001 2020-01-01 KARA MCCORMICK 2021-10-07
001 2019-01-01 KARA MCCORMICK 2020-10-13
001 2017-01-01 KARA MCCORMICK
001 2016-01-01 KARA MCCORMICK
001 2015-01-01 BRIAN P. CONNELL
001 2014-01-01 BRIAN P. CONNELL
001 2013-01-01 ANN MARIE ESCOBAR
001 2012-01-01 BRYAN SCHWANKE
001 2011-01-01 BRYAN SCHWANKE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2021-01-01	KARA MCCORMICK	2022-10-11
001	2020-01-01	KARA MCCORMICK	2021-10-07
001	2019-01-01	KARA MCCORMICK	2020-10-13
001	2017-01-01	KARA MCCORMICK
001	2016-01-01	KARA MCCORMICK
001	2015-01-01	BRIAN P. CONNELL
001	2014-01-01	BRIAN P. CONNELL
001	2013-01-01	ANN MARIE ESCOBAR
001	2012-01-01	BRYAN SCHWANKE
001	2011-01-01	BRYAN SCHWANKE

Plan Statistics for BERTUCCI'S CORPORATION SAVINGS AND INVESTMENT PLAN

401k plan membership statisitcs for BERTUCCI'S CORPORATION SAVINGS AND INVESTMENT PLAN

Measure Date Value
2017: BERTUCCI'S CORPORATION SAVINGS AND INVESTMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 351
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 203
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 70
Total of all active and inactive participants 2017-01-01 273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 273
Number of participants with account balances 2017-01-01 134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: BERTUCCI'S CORPORATION SAVINGS AND INVESTMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 383
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 281
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 69
Total of all active and inactive participants 2016-01-01 350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 350
Number of participants with account balances 2016-01-01 144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: BERTUCCI'S CORPORATION SAVINGS AND INVESTMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 422
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 304
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 78
Total of all active and inactive participants 2015-01-01 382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 382
Number of participants with account balances 2015-01-01 158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: BERTUCCI'S CORPORATION SAVINGS AND INVESTMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 431
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 322
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 95
Total of all active and inactive participants 2014-01-01 417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 417
Number of participants with account balances 2014-01-01 184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: BERTUCCI'S CORPORATION SAVINGS AND INVESTMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 472
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 337
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 92
Total of all active and inactive participants 2013-01-01 429
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 429
Number of participants with account balances 2013-01-01 206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: BERTUCCI'S CORPORATION SAVINGS AND INVESTMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 476
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 378
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 90
Total of all active and inactive participants 2012-01-01 468
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 468
Number of participants with account balances 2012-01-01 225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: BERTUCCI'S CORPORATION SAVINGS AND INVESTMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 477
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 377
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 93
Total of all active and inactive participants 2011-01-01 470
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 470
Number of participants with account balances 2011-01-01 241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 7

Measure	Date	Value
2017: BERTUCCI'S CORPORATION SAVINGS AND INVESTMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	351
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	203
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	70
Total of all active and inactive participants	2017-01-01	273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	273
Number of participants with account balances	2017-01-01	134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: BERTUCCI'S CORPORATION SAVINGS AND INVESTMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	383
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	281
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	69
Total of all active and inactive participants	2016-01-01	350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	350
Number of participants with account balances	2016-01-01	144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: BERTUCCI'S CORPORATION SAVINGS AND INVESTMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	422
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	304
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	78
Total of all active and inactive participants	2015-01-01	382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	382
Number of participants with account balances	2015-01-01	158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: BERTUCCI'S CORPORATION SAVINGS AND INVESTMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	431
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	322
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	95
Total of all active and inactive participants	2014-01-01	417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	417
Number of participants with account balances	2014-01-01	184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: BERTUCCI'S CORPORATION SAVINGS AND INVESTMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	472
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	337
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	92
Total of all active and inactive participants	2013-01-01	429
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	429
Number of participants with account balances	2013-01-01	206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: BERTUCCI'S CORPORATION SAVINGS AND INVESTMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	476
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	378
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	90
Total of all active and inactive participants	2012-01-01	468
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	468
Number of participants with account balances	2012-01-01	225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: BERTUCCI'S CORPORATION SAVINGS AND INVESTMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	477
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	377
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	93
Total of all active and inactive participants	2011-01-01	470
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	470
Number of participants with account balances	2011-01-01	241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	7

Financial Data on BERTUCCI'S CORPORATION SAVINGS AND INVESTMENT PLAN

Measure	Date	Value
2017 : BERTUCCI'S CORPORATION SAVINGS AND INVESTMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$1,213,067
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$875,503
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$869,327
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$312,069
Value of total assets at end of year	2017-12-31	$5,792,247
Value of total assets at beginning of year	2017-12-31	$5,454,683
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$6,176
Total interest from all sources	2017-12-31	$8,775
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$242,447
Participant contributions at end of year	2017-12-31	$169,179
Participant contributions at beginning of year	2017-12-31	$206,860
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$69,622
Administrative expenses (other) incurred	2017-12-31	$6,176
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$337,564
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$5,792,247
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$5,454,683
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in pooled separate accounts at end of year	2017-12-31	$5,452,284
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$5,083,346
Interest on participant loans	2017-12-31	$7,086
Interest earned on other investments	2017-12-31	$1,689
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$170,784
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$164,477
Net investment gain/loss from pooled separate accounts	2017-12-31	$892,223
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$869,327
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	MOODY FAMIGLIETTI & ANDRONICO LLP
Accountancy firm EIN	2017-12-31	043077056
2016 : BERTUCCI'S CORPORATION SAVINGS AND INVESTMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$671,001
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$174,505
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$164,565
Expenses. Certain deemed distributions of participant loans	2016-12-31	$5,400
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$250,473
Value of total assets at end of year	2016-12-31	$5,454,683
Value of total assets at beginning of year	2016-12-31	$4,958,187
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$4,540
Total interest from all sources	2016-12-31	$12,298
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$239,046
Participant contributions at end of year	2016-12-31	$206,860
Participant contributions at beginning of year	2016-12-31	$242,054
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$11,427
Administrative expenses (other) incurred	2016-12-31	$4,540
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$496,496
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$5,454,683
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$4,958,187
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$5,083,346
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$4,577,775
Interest on participant loans	2016-12-31	$9,359
Interest earned on other investments	2016-12-31	$2,939
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$164,477
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$138,358
Net investment gain/loss from pooled separate accounts	2016-12-31	$408,230
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$164,565
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	MOODY FAMIGLIETTI & ANDRONICO LLP
Accountancy firm EIN	2016-12-31	043077056
2015 : BERTUCCI'S CORPORATION SAVINGS AND INVESTMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$216,470
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$644,582
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$627,712
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$266,497
Value of total assets at end of year	2015-12-31	$4,958,187
Value of total assets at beginning of year	2015-12-31	$5,386,299
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$16,870
Total interest from all sources	2015-12-31	$13,510
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$257,512
Participant contributions at end of year	2015-12-31	$242,054
Participant contributions at beginning of year	2015-12-31	$310,349
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$8,985
Administrative expenses (other) incurred	2015-12-31	$16,870
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-428,112
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$4,958,187
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$5,386,299
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in pooled separate accounts at end of year	2015-12-31	$4,577,775
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$4,921,186
Interest on participant loans	2015-12-31	$10,789
Interest earned on other investments	2015-12-31	$2,721
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$138,358
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$154,764
Net investment gain/loss from pooled separate accounts	2015-12-31	$-63,537
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$627,712
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	MOODY FAMIGLIETTI & ANDRONICO LLP
Accountancy firm EIN	2015-12-31	043077056
2014 : BERTUCCI'S CORPORATION SAVINGS AND INVESTMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$669,566
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$987,932
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$917,885
Expenses. Certain deemed distributions of participant loans	2014-12-31	$63,450
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$343,888
Value of total assets at end of year	2014-12-31	$5,386,299
Value of total assets at beginning of year	2014-12-31	$5,704,665
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$6,597
Total interest from all sources	2014-12-31	$14,707
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$334,211
Participant contributions at end of year	2014-12-31	$310,349
Participant contributions at beginning of year	2014-12-31	$328,724
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$9,677
Administrative expenses (other) incurred	2014-12-31	$6,597
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$-318,366
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$5,386,299
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$5,704,665
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in pooled separate accounts at end of year	2014-12-31	$4,921,186
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$5,251,349
Interest on participant loans	2014-12-31	$11,756
Interest earned on other investments	2014-12-31	$2,951
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$154,764
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$124,592
Net investment gain/loss from pooled separate accounts	2014-12-31	$310,971
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$917,885
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	MOODY FAMIGLIETTI & ANDRONICO LLP
Accountancy firm EIN	2014-12-31	043077056
2013 : BERTUCCI'S CORPORATION SAVINGS AND INVESTMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$1,565,527
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$1,156,742
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,090,534
Expenses. Certain deemed distributions of participant loans	2013-12-31	$55,099
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$509,657
Value of total assets at end of year	2013-12-31	$5,704,665
Value of total assets at beginning of year	2013-12-31	$5,295,880
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$11,109
Total interest from all sources	2013-12-31	$15,594
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$352,031
Participant contributions at end of year	2013-12-31	$328,724
Participant contributions at beginning of year	2013-12-31	$307,195
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$157,626
Administrative expenses (other) incurred	2013-12-31	$11,109
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$408,785
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$5,704,665
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$5,295,880
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in pooled separate accounts at end of year	2013-12-31	$5,251,349
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$4,893,692
Interest on participant loans	2013-12-31	$13,659
Interest earned on other investments	2013-12-31	$1,935
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$124,592
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$94,993
Net investment gain/loss from pooled separate accounts	2013-12-31	$1,040,276
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,090,534
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	MOODY FAMIGLIETTI & ANDRONICO LLP
Accountancy firm EIN	2013-12-31	043077056
2012 : BERTUCCI'S CORPORATION SAVINGS AND INVESTMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
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	$1,106,445
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$857,868
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$776,050
Expenses. Certain deemed distributions of participant loans	2012-12-31	$76,974
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$423,751
Value of total assets at end of year	2012-12-31	$5,295,880
Value of total assets at beginning of year	2012-12-31	$5,047,303
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$4,844
Total interest from all sources	2012-12-31	$17,670
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
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	$386,601
Participant contributions at end of year	2012-12-31	$307,195
Participant contributions at beginning of year	2012-12-31	$359,259
Participant contributions at end of year	2012-12-31	$0
Participant contributions at beginning of year	2012-12-31	$2,844
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$37,150
Administrative expenses (other) incurred	2012-12-31	$4,844
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	$248,577
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$5,295,880
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$5,047,303
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 pooled separate accounts at end of year	2012-12-31	$4,893,692
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$4,422,837
Interest on participant loans	2012-12-31	$13,742
Interest earned on other investments	2012-12-31	$3,928
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$94,993
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$262,363
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$665,024
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$776,050
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	MAYER HOFFMAN MCCANN PC
Accountancy firm EIN	2012-12-31	431947695
2011 : BERTUCCI'S CORPORATION SAVINGS AND INVESTMENT 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	$252,700
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$687,606
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$676,288
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$439,386
Value of total assets at end of year	2011-12-31	$5,047,303
Value of total assets at beginning of year	2011-12-31	$5,482,209
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$11,318
Total interest from all sources	2011-12-31	$19,603
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 year	2011-12-31	No
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	$439,386
Participant contributions at end of year	2011-12-31	$359,259
Participant contributions at beginning of year	2011-12-31	$330,530
Participant contributions at end of year	2011-12-31	$2,844
Participant contributions at beginning of year	2011-12-31	$15,334
Administrative expenses (other) incurred	2011-12-31	$11,318
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	$-434,906
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$5,047,303
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$5,482,209
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	$4,422,837
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$5,037,463
Interest on participant loans	2011-12-31	$16,190
Interest earned on other investments	2011-12-31	$3,413
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$262,363
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$98,882
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-206,289
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	Yes
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$676,288
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	MAYER HOFFMAN MCCANN PC
Accountancy firm EIN	2011-12-31	431947695

Form 5500 Responses for BERTUCCI'S CORPORATION SAVINGS AND INVESTMENT PLAN

2017: BERTUCCI'S CORPORATION SAVINGS AND INVESTMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: BERTUCCI'S CORPORATION SAVINGS AND INVESTMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: BERTUCCI'S CORPORATION SAVINGS AND INVESTMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BERTUCCI'S CORPORATION SAVINGS AND INVESTMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: BERTUCCI'S CORPORATION SAVINGS AND INVESTMENT 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	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
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: BERTUCCI'S CORPORATION SAVINGS AND INVESTMENT 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: BERTUCCI'S CORPORATION SAVINGS AND INVESTMENT 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

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

816714

Policy instance

Insurance contract or identification number	816714
Number of Individuals Covered	134
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $7,148
Total amount of fees paid to insurance company	USD $2,276
Are there contracts with allocated funds for individual policies?	0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $7,148
Insurance broker organization code?	3
Amount paid for insurance broker fees	2276
Additional information about fees paid to insurance broker	TPA ADMINISTRATOR ALLOWANCE
Insurance broker name	THE ANGELL PENSION GROUP, INC.

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

877115

Policy instance

Insurance contract or identification number	877115
Number of Individuals Covered	158
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $24,860
Total amount of fees paid to insurance company	USD $2,509
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $24,860
Insurance broker organization code?	3
Amount paid for insurance broker fees	2509
Additional information about fees paid to insurance broker	TPA ADMINISTRATOR ALLOWANCE
Insurance broker name	THE ANGELL PENSION GROUP, INC.

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

877115

Policy instance

Insurance contract or identification number	877115
Number of Individuals Covered	184
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $26,150
Total amount of fees paid to insurance company	USD $2,621
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $26,150
Insurance broker organization code?	3
Amount paid for insurance broker fees	2621
Additional information about fees paid to insurance broker	TPA ADMINISTRATOR ALLOWANCE
Insurance broker name	THE ANGELL PENSION GROUP, INC.

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

877115

Policy instance

Insurance contract or identification number	877115
Number of Individuals Covered	206
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $26,011
Total amount of fees paid to insurance company	USD $2,592
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $26,011
Insurance broker organization code?	3
Amount paid for insurance broker fees	2592
Additional information about fees paid to insurance broker	TPA ADMINISTRATOR ALLOWANCE
Insurance broker name	THE ANGELL PENSION GROUP, INC.

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

877115

Policy instance

Insurance contract or identification number	877115
Number of Individuals Covered	225
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $25,217
Total amount of fees paid to insurance company	USD $2,492
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $25,217
Insurance broker organization code?	3
Amount paid for insurance broker fees	2492
Additional information about fees paid to insurance broker	TPA ADMINISTRATOR ALLOWANCE
Insurance broker name	THE ANGELL PENSION GROUP, INC.

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

877115

Policy instance

Insurance contract or identification number	877115
Number of Individuals Covered	241
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $25,100
Total amount of fees paid to insurance company	USD $2,953
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

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Company Name:	BERTUCCIS CORPORATION
Employer identification number (EIN):	061311266
NAIC Classification:	722511
NAIC Description:	Full-Service Restaurants

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	2371641