M & H ENGINEERING CO., INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan M & H ENGINEERING CO., INC. 401(K) PLAN
401k plan membership statisitcs for M & H ENGINEERING CO., INC. 401(K) PLAN
Measure | Date | Value |
---|
2018: M & H ENGINEERING CO., INC. 401(K) PLAN 2018 401k membership |
---|
Total participants, beginning-of-year | 2018-01-01 | 48 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 52 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 7 |
Total of all active and inactive participants | 2018-01-01 | 59 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 59 |
Number of participants with account balances | 2018-01-01 | 57 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 3 |
2017: M & H ENGINEERING CO., INC. 401(K) PLAN 2017 401k membership |
---|
Total participants, beginning-of-year | 2017-01-01 | 45 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 44 |
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 | 3 |
Total of all active and inactive participants | 2017-01-01 | 47 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 47 |
Number of participants with account balances | 2017-01-01 | 46 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 3 |
2016: M & H ENGINEERING CO., INC. 401(K) PLAN 2016 401k membership |
---|
Total participants, beginning-of-year | 2016-01-01 | 43 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 39 |
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 | 6 |
Total of all active and inactive participants | 2016-01-01 | 45 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 45 |
Number of participants with account balances | 2016-01-01 | 43 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: M & H ENGINEERING CO., INC. 401(K) PLAN 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-01-01 | 43 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 36 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 6 |
Total of all active and inactive participants | 2015-01-01 | 44 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 44 |
Number of participants with account balances | 2015-01-01 | 37 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: M & H ENGINEERING CO., INC. 401(K) PLAN 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-01-01 | 42 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 39 |
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 | 4 |
Total of all active and inactive participants | 2014-01-01 | 43 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 43 |
Number of participants with account balances | 2014-01-01 | 37 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: M & H ENGINEERING CO., INC. 401(K) PLAN 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-01-01 | 45 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 36 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 5 |
Total of all active and inactive participants | 2013-01-01 | 43 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 43 |
Number of participants with account balances | 2013-01-01 | 40 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 1 |
2012: M & H ENGINEERING CO., INC. 401(K) PLAN 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-01-01 | 49 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 36 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 6 |
Total of all active and inactive participants | 2012-01-01 | 44 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 44 |
Number of participants with account balances | 2012-01-01 | 43 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 6 |
2011: M & H ENGINEERING CO., INC. 401(K) PLAN 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 46 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 44 |
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 | 5 |
Total of all active and inactive participants | 2011-01-01 | 49 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 49 |
Number of participants with account balances | 2011-01-01 | 49 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 1 |
2009: M & H ENGINEERING CO., INC. 401(K) PLAN 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-01-01 | 42 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 34 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 7 |
Total of all active and inactive participants | 2009-01-01 | 41 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 41 |
Number of participants with account balances | 2009-01-01 | 25 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|
2018 : M & H ENGINEERING CO., INC. 401(K) PLAN 2018 401k financial data |
---|
Total income from all sources | 2018-12-31 | $214,836 |
Expenses. Total of all expenses incurred | 2018-12-31 | $48,225 |
Benefits paid (including direct rollovers) | 2018-12-31 | $48,225 |
Total plan assets at end of year | 2018-12-31 | $3,305,201 |
Total plan assets at beginning of year | 2018-12-31 | $3,138,590 |
Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
Total contributions received or receivable from participants | 2018-12-31 | $204,730 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $38,203 |
Other income received | 2018-12-31 | $-228,133 |
Net income (gross income less expenses) | 2018-12-31 | $166,611 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $3,305,201 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,138,590 |
Assets. Value of participant loans | 2018-12-31 | $132,580 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $200,036 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : M & H ENGINEERING CO., INC. 401(K) PLAN 2017 401k financial data |
---|
Total income from all sources | 2017-12-31 | $868,957 |
Expenses. Total of all expenses incurred | 2017-12-31 | $426,567 |
Benefits paid (including direct rollovers) | 2017-12-31 | $426,567 |
Total plan assets at end of year | 2017-12-31 | $3,138,590 |
Total plan assets at beginning of year | 2017-12-31 | $2,696,200 |
Value of fidelity bond covering the plan | 2017-12-31 | $270,000 |
Total contributions received or receivable from participants | 2017-12-31 | $188,700 |
Other income received | 2017-12-31 | $474,534 |
Net income (gross income less expenses) | 2017-12-31 | $442,390 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $3,138,590 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,696,200 |
Assets. Value of participant loans | 2017-12-31 | $99,722 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $205,723 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : M & H ENGINEERING CO., INC. 401(K) PLAN 2016 401k financial data |
---|
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $443,883 |
Expenses. Total of all expenses incurred | 2016-12-31 | $46,104 |
Benefits paid (including direct rollovers) | 2016-12-31 | $46,104 |
Total plan assets at end of year | 2016-12-31 | $2,696,200 |
Total plan assets at beginning of year | 2016-12-31 | $2,298,421 |
Value of fidelity bond covering the plan | 2016-12-31 | $270,000 |
Total contributions received or receivable from participants | 2016-12-31 | $152,853 |
Other income received | 2016-12-31 | $106,122 |
Net income (gross income less expenses) | 2016-12-31 | $397,779 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,696,200 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,298,421 |
Assets. Value of participant loans | 2016-12-31 | $57,527 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $184,908 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : M & H ENGINEERING CO., INC. 401(K) PLAN 2015 401k financial data |
---|
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $187,418 |
Expenses. Total of all expenses incurred | 2015-12-31 | $936,300 |
Benefits paid (including direct rollovers) | 2015-12-31 | $936,300 |
Total plan assets at end of year | 2015-12-31 | $2,298,421 |
Total plan assets at beginning of year | 2015-12-31 | $3,047,303 |
Value of fidelity bond covering the plan | 2015-12-31 | $270,000 |
Total contributions received or receivable from participants | 2015-12-31 | $109,043 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $6,574 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $-748,882 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,298,421 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,047,303 |
Assets. Value of participant loans | 2015-12-31 | $67,915 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $71,801 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : M & H ENGINEERING CO., INC. 401(K) PLAN 2014 401k financial data |
---|
Total income from all sources | 2014-12-31 | $333,091 |
Expenses. Total of all expenses incurred | 2014-12-31 | $168,334 |
Benefits paid (including direct rollovers) | 2014-12-31 | $168,334 |
Total plan assets at end of year | 2014-12-31 | $3,047,303 |
Total plan assets at beginning of year | 2014-12-31 | $2,882,546 |
Value of fidelity bond covering the plan | 2014-12-31 | $270,000 |
Total contributions received or receivable from participants | 2014-12-31 | $136,149 |
Other income received | 2014-12-31 | $120,833 |
Net income (gross income less expenses) | 2014-12-31 | $164,757 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $3,047,303 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,882,546 |
Assets. Value of participant loans | 2014-12-31 | $63,561 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $76,109 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : M & H ENGINEERING CO., INC. 401(K) PLAN 2013 401k financial data |
---|
Total income from all sources | 2013-12-31 | $637,787 |
Expenses. Total of all expenses incurred | 2013-12-31 | $93,807 |
Benefits paid (including direct rollovers) | 2013-12-31 | $93,807 |
Total plan assets at end of year | 2013-12-31 | $2,882,546 |
Total plan assets at beginning of year | 2013-12-31 | $2,338,566 |
Value of fidelity bond covering the plan | 2013-12-31 | $270,000 |
Total contributions received or receivable from participants | 2013-12-31 | $125,265 |
Other income received | 2013-12-31 | $443,422 |
Net income (gross income less expenses) | 2013-12-31 | $543,980 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,882,546 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,338,566 |
Assets. Value of participant loans | 2013-12-31 | $38,134 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $69,100 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : M & H ENGINEERING CO., INC. 401(K) PLAN 2012 401k financial data |
---|
Total income from all sources | 2012-12-31 | $461,216 |
Expenses. Total of all expenses incurred | 2012-12-31 | $81,447 |
Benefits paid (including direct rollovers) | 2012-12-31 | $81,447 |
Total plan assets at end of year | 2012-12-31 | $2,338,566 |
Total plan assets at beginning of year | 2012-12-31 | $1,958,797 |
Value of fidelity bond covering the plan | 2012-12-31 | $185,000 |
Total contributions received or receivable from participants | 2012-12-31 | $157,757 |
Other income received | 2012-12-31 | $220,456 |
Net income (gross income less expenses) | 2012-12-31 | $379,769 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,338,566 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,958,797 |
Assets. Value of participant loans | 2012-12-31 | $34,277 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $83,003 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : M & H ENGINEERING CO., INC. 401(K) PLAN 2011 401k financial data |
---|
Total income from all sources | 2011-12-31 | $271,781 |
Expenses. Total of all expenses incurred | 2011-12-31 | $33,208 |
Benefits paid (including direct rollovers) | 2011-12-31 | $33,208 |
Total plan assets at end of year | 2011-12-31 | $1,958,797 |
Total plan assets at beginning of year | 2011-12-31 | $1,720,224 |
Value of fidelity bond covering the plan | 2011-12-31 | $165,000 |
Total contributions received or receivable from participants | 2011-12-31 | $160,870 |
Other income received | 2011-12-31 | $-61,788 |
Net income (gross income less expenses) | 2011-12-31 | $238,573 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,958,797 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,720,224 |
Assets. Value of participant loans | 2011-12-31 | $22,553 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $172,699 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : M & H ENGINEERING CO., INC. 401(K) PLAN 2010 401k financial data |
---|
Total income from all sources | 2010-12-31 | $427,970 |
Expenses. Total of all expenses incurred | 2010-12-31 | $36,617 |
Total plan assets at end of year | 2010-12-31 | $1,720,224 |
Total plan assets at beginning of year | 2010-12-31 | $1,328,871 |
Value of fidelity bond covering the plan | 2010-12-31 | $130,000 |
Total contributions received or receivable from participants | 2010-12-31 | $98,368 |
Other income received | 2010-12-31 | $174,113 |
Net income (gross income less expenses) | 2010-12-31 | $391,353 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,720,224 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,328,871 |
Assets. Value of participant loans | 2010-12-31 | $25,209 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $155,489 |
Value of corrective distributions | 2010-12-31 | $36,617 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : M & H ENGINEERING CO., INC. 401(K) PLAN 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2018: M & H ENGINEERING CO., INC. 401(K) PLAN 2018 form 5500 responses |
---|
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Insurance | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement – Insurance | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: M & H ENGINEERING CO., INC. 401(K) 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: M & H ENGINEERING CO., INC. 401(K) 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: M & H ENGINEERING CO., INC. 401(K) 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: M & H ENGINEERING CO., INC. 401(K) 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: M & H ENGINEERING CO., INC. 401(K) 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: M & H ENGINEERING CO., INC. 401(K) 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: M & H ENGINEERING CO., INC. 401(K) 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 |
2009: M & H ENGINEERING CO., INC. 401(K) PLAN 2009 form 5500 responses |
---|
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 50819 |
Policy instance | 1 |
Insurance contract or identification number | 50819 | Number of Individuals Covered | 54 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $30,715 | Total amount of fees paid to insurance company | USD $3,517 | 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? | Yes | Commission paid to Insurance Broker | USD $30,715 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 1975 | Additional information about fees paid to insurance broker | TPA FEES |
|
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 50819 |
Policy instance | 1 |
Insurance contract or identification number | 50819 | Number of Individuals Covered | 44 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $25,178 | Total amount of fees paid to insurance company | USD $3,014 | 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? | Yes | Commission paid to Insurance Broker | USD $25,178 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 1750 | Additional information about fees paid to insurance broker | TPA FEES | Insurance broker name | SWERDLIN NORTHEAST LLC |
|
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 50819 |
Policy instance | 1 |
Insurance contract or identification number | 50819 | Number of Individuals Covered | 39 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $21,568 | Total amount of fees paid to insurance company | USD $2,038 | 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? | 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? | Yes | Commission paid to Insurance Broker | USD $21,568 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 1088 | Additional information about fees paid to insurance broker | TPA COMPENSATION | Insurance broker name | SWERDLIN NORTHEAST LLC |
|
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 50819 |
Policy instance | 1 |
Insurance contract or identification number | 50819 | Number of Individuals Covered | 39 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $23,486 | Total amount of fees paid to insurance company | USD $2,281 | 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? | 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? | Yes | Commission paid to Insurance Broker | USD $23,486 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 1181 | Additional information about fees paid to insurance broker | TPA COMPENSATION | Insurance broker name | SWERDLIN NORTHEAST LLC |
|
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 50819 |
Policy instance | 1 |
Insurance contract or identification number | 50819 | Number of Individuals Covered | 38 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $19,906 | Total amount of fees paid to insurance company | USD $1,600 | 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? | 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? | Yes | Commission paid to Insurance Broker | USD $19,906 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 1000 | Additional information about fees paid to insurance broker | TPA COMPENSATION | Insurance broker name | PENRET SERVICES, INC. |
|
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 50819 |
Policy instance | 1 |
Insurance contract or identification number | 50819 | Number of Individuals Covered | 42 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $17,865 | Total amount of fees paid to insurance company | USD $2,200 | 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? | 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? | Yes | Commission paid to Insurance Broker | USD $10,279 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 1300 | Additional information about fees paid to insurance broker | TPA FEES | Insurance broker name | PENRET SERVICES, INC |
|
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 50819 |
Policy instance | 1 |
Insurance contract or identification number | 50819 | Number of Individuals Covered | 47 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $16,664 | Total amount of fees paid to insurance company | USD $1,628 | 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? | No | 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? | Yes |
|
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 50819 |
Policy instance | 1 |
Insurance contract or identification number | 50819 | Number of Individuals Covered | 35 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $18,386 | Total amount of fees paid to insurance company | USD $659 | 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? | No | 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? | Yes | Commission paid to Insurance Broker | USD $18,386 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 659 | Additional information about fees paid to insurance broker | TPA FORUM COMPENSATION | Insurance broker name | PENRET SERVICES, INC. |
|