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BURKES MECHANICAL HEALTH INSURANCE PLAN 401k Plan overview

Plan NameBURKES MECHANICAL HEALTH INSURANCE PLAN
Plan identification number 501

BURKES MECHANICAL HEALTH INSURANCE PLAN Benefits

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

401k Sponsoring company profile

BURKES MECHANICAL, INC. has sponsored the creation of one or more 401k plans.

Company Name:BURKES MECHANICAL, INC.
Employer identification number (EIN):630934099
NAIC Classification:238900

Additional information about BURKES MECHANICAL, INC.

Jurisdiction of Incorporation: Alabama Secretary of State
Incorporation Date: 1986-07-31
Company Identification Number: 111-891
Legal Registered Office Address: #2 INDUSTRIAL ROAD BRENT,


United States of America (USA)
35034

More information about BURKES MECHANICAL, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BURKES MECHANICAL HEALTH INSURANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01HERBIE E. BURKES, JR.2023-08-22 HERBIE E. BURKES, JR.2023-08-22
5012021-01-01HERBIE E. BURKES, JR.2022-07-26 HERBIE E. BURKES, JR.2022-07-26
5012020-01-01HERBIE E. BURKES, JR.2021-07-26 HERBIE E. BURKES, JR.2021-07-26
5012019-01-01HERBIE E. BURKES, JR.2020-08-06 HERBIE E. BURKES, JR.2020-08-06
5012018-01-01HERBIE E. BURKES, JR.2019-09-24 HERBIE E. BURKES, JR.2019-09-24
5012017-01-01
5012016-01-01
5012015-01-01
5012014-01-01
5012013-01-01
5012012-01-01HERBIE E. BURKES, JR.
5012011-01-01HERBIE E. BURKES, JR.
5012010-01-01HERBIE E. BURKES, JR.
5012009-01-01HERBIE E. BURKES, JR.

Plan Statistics for BURKES MECHANICAL HEALTH INSURANCE PLAN

401k plan membership statisitcs for BURKES MECHANICAL HEALTH INSURANCE PLAN

Measure Date Value
2022: BURKES MECHANICAL HEALTH INSURANCE PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01880
Total number of active participants reported on line 7a of the Form 55002022-01-01949
Total of all active and inactive participants2022-01-01949
2021: BURKES MECHANICAL HEALTH INSURANCE PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01790
Total number of active participants reported on line 7a of the Form 55002021-01-01880
Total of all active and inactive participants2021-01-01880
2020: BURKES MECHANICAL HEALTH INSURANCE PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01992
Total number of active participants reported on line 7a of the Form 55002020-01-01790
Total of all active and inactive participants2020-01-01790
2019: BURKES MECHANICAL HEALTH INSURANCE PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01800
Total number of active participants reported on line 7a of the Form 55002019-01-01992
Total of all active and inactive participants2019-01-01992
2018: BURKES MECHANICAL HEALTH INSURANCE PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01771
Total number of active participants reported on line 7a of the Form 55002018-01-01800
Total of all active and inactive participants2018-01-01800
2017: BURKES MECHANICAL HEALTH INSURANCE PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01896
Total number of active participants reported on line 7a of the Form 55002017-01-01771
Total of all active and inactive participants2017-01-01771
2016: BURKES MECHANICAL HEALTH INSURANCE PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01804
Total number of active participants reported on line 7a of the Form 55002016-01-01896
Total of all active and inactive participants2016-01-01896
2015: BURKES MECHANICAL HEALTH INSURANCE PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01799
Number of retired or separated participants receiving benefits2015-01-01804
Total of all active and inactive participants2015-01-01804
2014: BURKES MECHANICAL HEALTH INSURANCE PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01664
Total number of active participants reported on line 7a of the Form 55002014-01-01799
Total of all active and inactive participants2014-01-01799
2013: BURKES MECHANICAL HEALTH INSURANCE PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01556
Total number of active participants reported on line 7a of the Form 55002013-01-01664
Total of all active and inactive participants2013-01-01664
2012: BURKES MECHANICAL HEALTH INSURANCE PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01480
Total number of active participants reported on line 7a of the Form 55002012-01-01556
Total of all active and inactive participants2012-01-01556
2011: BURKES MECHANICAL HEALTH INSURANCE PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01478
Total number of active participants reported on line 7a of the Form 55002011-01-01480
Total of all active and inactive participants2011-01-01480
2010: BURKES MECHANICAL HEALTH INSURANCE PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01410
Total number of active participants reported on line 7a of the Form 55002010-01-01478
Total of all active and inactive participants2010-01-01478
2009: BURKES MECHANICAL HEALTH INSURANCE PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01180
Total number of active participants reported on line 7a of the Form 55002009-01-01410
Total of all active and inactive participants2009-01-01410

Form 5500 Responses for BURKES MECHANICAL HEALTH INSURANCE PLAN

2022: BURKES MECHANICAL HEALTH INSURANCE PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: BURKES MECHANICAL HEALTH INSURANCE PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: BURKES MECHANICAL HEALTH INSURANCE PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: BURKES MECHANICAL HEALTH INSURANCE PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: BURKES MECHANICAL HEALTH INSURANCE PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: BURKES MECHANICAL HEALTH INSURANCE PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: BURKES MECHANICAL HEALTH INSURANCE PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: BURKES MECHANICAL HEALTH INSURANCE PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: BURKES MECHANICAL HEALTH INSURANCE PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: BURKES MECHANICAL HEALTH INSURANCE PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: BURKES MECHANICAL HEALTH INSURANCE PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: BURKES MECHANICAL HEALTH INSURANCE PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: BURKES MECHANICAL HEALTH INSURANCE PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: BURKES MECHANICAL HEALTH INSURANCE PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

BLUE CROSS BLUE SHIELD OF ALABAMA (National Association of Insurance Commissioners NAIC id number: 55433 )
Policy contract number57611
Policy instance 1
Insurance contract or identification number57611
Number of Individuals Covered1114
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF ALABAMA (National Association of Insurance Commissioners NAIC id number: 55433 )
Policy contract number57611
Policy instance 1
Insurance contract or identification number57611
Number of Individuals Covered1071
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF ALABAMA (National Association of Insurance Commissioners NAIC id number: 55433 )
Policy contract number57611
Policy instance 1
Insurance contract or identification number57611
Number of Individuals Covered1018
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF ALABAMA (National Association of Insurance Commissioners NAIC id number: 55433 )
Policy contract number57611
Policy instance 1
Insurance contract or identification number57611
Number of Individuals Covered1204
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF ALABAMA (National Association of Insurance Commissioners NAIC id number: 55433 )
Policy contract number57611
Policy instance 1
Insurance contract or identification number57611
Number of Individuals Covered994
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF ALABAMA (National Association of Insurance Commissioners NAIC id number: 55433 )
Policy contract number57611
Policy instance 1
Insurance contract or identification number57611
Number of Individuals Covered891
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF ALABAMA (National Association of Insurance Commissioners NAIC id number: 55433 )
Policy contract number57611
Policy instance 1
Insurance contract or identification number57611
Number of Individuals Covered910
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF ALABAMA (National Association of Insurance Commissioners NAIC id number: 55433 )
Policy contract number57611
Policy instance 1
Insurance contract or identification number57611
Number of Individuals Covered893
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF ALABAMA (National Association of Insurance Commissioners NAIC id number: 55433 )
Policy contract number57611
Policy instance 2
Insurance contract or identification number57611
Number of Individuals Covered897
Insurance policy start date2014-01-01
Insurance policy end date2014-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Other welfare benefits providedOTHER BENEFITS
Welfare Benefit Premiums Paid to CarrierUSD $26,515
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF ALABAMA (National Association of Insurance Commissioners NAIC id number: 55433 )
Policy contract number57611
Policy instance 2
Insurance contract or identification number57611
Number of Individuals Covered881
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Other welfare benefits providedOTHER BENEFITS
Welfare Benefit Premiums Paid to CarrierUSD $34,451
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF ALABAMA (National Association of Insurance Commissioners NAIC id number: 55433 )
Policy contract number57611
Policy instance 1
Insurance contract or identification number57611
Number of Individuals Covered689
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF ALABAMA (National Association of Insurance Commissioners NAIC id number: 55433 )
Policy contract number57611
Policy instance 1
Insurance contract or identification number57611
Number of Individuals Covered580
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF ALABAMA (National Association of Insurance Commissioners NAIC id number: 55433 )
Policy contract number57611
Policy instance 2
Insurance contract or identification number57611
Number of Individuals Covered707
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Other welfare benefits providedOTHER BENEFITS
Welfare Benefit Premiums Paid to CarrierUSD $28,323
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF ALABAMA (National Association of Insurance Commissioners NAIC id number: 55433 )
Policy contract number57611
Policy instance 2
Insurance contract or identification number57611
Number of Individuals Covered621
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Other welfare benefits providedOTHER BENEFITS
Welfare Benefit Premiums Paid to CarrierUSD $26,791
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF ALABAMA (National Association of Insurance Commissioners NAIC id number: 55433 )
Policy contract number57611
Policy instance 1
Insurance contract or identification number57611
Number of Individuals Covered513
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF ALABAMA (National Association of Insurance Commissioners NAIC id number: 55433 )
Policy contract number57611
Policy instance 1
Insurance contract or identification number57611
Number of Individuals Covered501
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF ALABAMA (National Association of Insurance Commissioners NAIC id number: 55433 )
Policy contract number57611
Policy instance 2
Insurance contract or identification number57611
Number of Individuals Covered583
Insurance policy start date2010-09-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Other welfare benefits providedOTHER BENEFITS
Welfare Benefit Premiums Paid to CarrierUSD $8,720
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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