S & H REPRESENTATIVES, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan S & H REPRESENTATIVES, INC. 401(K) PLAN
401k plan membership statisitcs for S & H REPRESENTATIVES, INC. 401(K) PLAN
Measure | Date | Value |
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2021: S & H REPRESENTATIVES, INC. 401(K) PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 1 |
Total of all active and inactive participants | 2021-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 6 |
Number of participants with account balances | 2021-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: S & H REPRESENTATIVES, INC. 401(K) PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 2 |
Total of all active and inactive participants | 2020-01-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 8 |
Number of participants with account balances | 2020-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: S & H REPRESENTATIVES, INC. 401(K) PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 1 |
Total of all active and inactive participants | 2019-01-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 8 |
Number of participants with account balances | 2019-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: S & H REPRESENTATIVES, INC. 401(K) PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 7 |
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 | 1 |
Total of all active and inactive participants | 2018-01-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 8 |
Number of participants with account balances | 2018-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: S & H REPRESENTATIVES, INC. 401(K) PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 7 |
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 | 1 |
Total of all active and inactive participants | 2017-01-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 8 |
Number of participants with account balances | 2017-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: S & H REPRESENTATIVES, INC. 401(K) PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 7 |
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 | 1 |
Total of all active and inactive participants | 2016-01-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 8 |
Number of participants with account balances | 2016-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: S & H REPRESENTATIVES, INC. 401(K) PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 7 |
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 | 1 |
Total of all active and inactive participants | 2015-01-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 8 |
Number of participants with account balances | 2015-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: S & H REPRESENTATIVES, INC. 401(K) PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 7 |
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 | 1 |
Total of all active and inactive participants | 2014-01-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 8 |
Number of participants with account balances | 2014-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: S & H REPRESENTATIVES, INC. 401(K) PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 7 |
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 | 1 |
Total of all active and inactive participants | 2013-01-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 8 |
Number of participants with account balances | 2013-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: S & H REPRESENTATIVES, INC. 401(K) PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 7 |
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 | 1 |
Total of all active and inactive participants | 2012-01-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 8 |
Number of participants with account balances | 2012-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: S & H REPRESENTATIVES, INC. 401(K) PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 8 |
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 | 0 |
Total of all active and inactive participants | 2011-01-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 8 |
Number of participants with account balances | 2011-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: S & H REPRESENTATIVES, INC. 401(K) PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 1 |
Total of all active and inactive participants | 2010-01-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 8 |
Number of participants with account balances | 2010-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: S & H REPRESENTATIVES, INC. 401(K) PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 8 |
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 | 0 |
Total of all active and inactive participants | 2009-01-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 8 |
Number of participants with account balances | 2009-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2021 : S & H REPRESENTATIVES, INC. 401(K) PLAN 2021 401k financial data |
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Total income from all sources | 2021-12-31 | $359,125 |
Expenses. Total of all expenses incurred | 2021-12-31 | $31,157 |
Benefits paid (including direct rollovers) | 2021-12-31 | $15,147 |
Total plan assets at end of year | 2021-12-31 | $2,869,060 |
Total plan assets at beginning of year | 2021-12-31 | $2,541,092 |
Value of fidelity bond covering the plan | 2021-12-31 | $385,000 |
Total contributions received or receivable from participants | 2021-12-31 | $83,545 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $54,807 |
Other income received | 2021-12-31 | $203,123 |
Net income (gross income less expenses) | 2021-12-31 | $327,968 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $2,869,060 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,541,092 |
Assets. Value of participant loans | 2021-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $17,650 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $16,010 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
2020 : S & H REPRESENTATIVES, INC. 401(K) PLAN 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $361,387 |
Expenses. Total of all expenses incurred | 2020-12-31 | $267,264 |
Benefits paid (including direct rollovers) | 2020-12-31 | $256,396 |
Total plan assets at end of year | 2020-12-31 | $2,541,092 |
Total plan assets at beginning of year | 2020-12-31 | $2,446,969 |
Value of fidelity bond covering the plan | 2020-12-31 | $385,000 |
Total contributions received or receivable from participants | 2020-12-31 | $92,036 |
Other income received | 2020-12-31 | $250,241 |
Net income (gross income less expenses) | 2020-12-31 | $94,123 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $2,541,092 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,446,969 |
Assets. Value of participant loans | 2020-12-31 | $141 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $19,110 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $10,868 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : S & H REPRESENTATIVES, INC. 401(K) PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $400,020 |
Expenses. Total of all expenses incurred | 2019-12-31 | $18,869 |
Benefits paid (including direct rollovers) | 2019-12-31 | $285 |
Total plan assets at end of year | 2019-12-31 | $2,446,969 |
Total plan assets at beginning of year | 2019-12-31 | $2,065,818 |
Value of fidelity bond covering the plan | 2019-12-31 | $265,000 |
Total contributions received or receivable from participants | 2019-12-31 | $88,476 |
Other income received | 2019-12-31 | $290,070 |
Net income (gross income less expenses) | 2019-12-31 | $381,151 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $2,446,969 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,065,818 |
Assets. Value of participant loans | 2019-12-31 | $567 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $21,474 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $18,584 |
2018 : S & H REPRESENTATIVES, INC. 401(K) PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $24,642 |
Expenses. Total of all expenses incurred | 2018-12-31 | $18,241 |
Benefits paid (including direct rollovers) | 2018-12-31 | $570 |
Total plan assets at end of year | 2018-12-31 | $2,065,818 |
Total plan assets at beginning of year | 2018-12-31 | $2,059,417 |
Value of fidelity bond covering the plan | 2018-12-31 | $265,000 |
Total contributions received or receivable from participants | 2018-12-31 | $75,190 |
Other income received | 2018-12-31 | $-80,548 |
Net income (gross income less expenses) | 2018-12-31 | $6,401 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,065,818 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,059,417 |
Assets. Value of participant loans | 2018-12-31 | $2,997 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $30,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $17,671 |
2017 : S & H REPRESENTATIVES, INC. 401(K) PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $309,167 |
Expenses. Total of all expenses incurred | 2017-12-31 | $16,668 |
Benefits paid (including direct rollovers) | 2017-12-31 | $285 |
Total plan assets at end of year | 2017-12-31 | $2,059,417 |
Total plan assets at beginning of year | 2017-12-31 | $1,766,918 |
Value of fidelity bond covering the plan | 2017-12-31 | $265,000 |
Total contributions received or receivable from participants | 2017-12-31 | $88,077 |
Other income received | 2017-12-31 | $190,999 |
Net income (gross income less expenses) | 2017-12-31 | $292,499 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,059,417 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,766,918 |
Assets. Value of participant loans | 2017-12-31 | $9,192 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $30,091 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $16,383 |
2016 : S & H REPRESENTATIVES, INC. 401(K) PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $209,362 |
Expenses. Total of all expenses incurred | 2016-12-31 | $201,691 |
Benefits paid (including direct rollovers) | 2016-12-31 | $186,696 |
Total plan assets at end of year | 2016-12-31 | $1,766,918 |
Total plan assets at beginning of year | 2016-12-31 | $1,759,247 |
Value of fidelity bond covering the plan | 2016-12-31 | $265,000 |
Total contributions received or receivable from participants | 2016-12-31 | $87,879 |
Other income received | 2016-12-31 | $91,260 |
Net income (gross income less expenses) | 2016-12-31 | $7,671 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,766,918 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,759,247 |
Assets. Value of participant loans | 2016-12-31 | $15,896 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $30,223 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $14,995 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : S & H REPRESENTATIVES, INC. 401(K) PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $91,524 |
Expenses. Total of all expenses incurred | 2015-12-31 | $92,465 |
Benefits paid (including direct rollovers) | 2015-12-31 | $76,420 |
Total plan assets at end of year | 2015-12-31 | $1,759,247 |
Total plan assets at beginning of year | 2015-12-31 | $1,760,188 |
Value of fidelity bond covering the plan | 2015-12-31 | $265,000 |
Total contributions received or receivable from participants | 2015-12-31 | $86,948 |
Other income received | 2015-12-31 | $-13,400 |
Net income (gross income less expenses) | 2015-12-31 | $-941 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,759,247 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,760,188 |
Assets. Value of participant loans | 2015-12-31 | $26,033 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $17,976 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $16,045 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : S & H REPRESENTATIVES, INC. 401(K) PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $156,222 |
Expenses. Total of all expenses incurred | 2014-12-31 | $66,551 |
Benefits paid (including direct rollovers) | 2014-12-31 | $51,420 |
Total plan assets at end of year | 2014-12-31 | $1,760,188 |
Total plan assets at beginning of year | 2014-12-31 | $1,670,517 |
Value of fidelity bond covering the plan | 2014-12-31 | $265,000 |
Total contributions received or receivable from participants | 2014-12-31 | $84,840 |
Other income received | 2014-12-31 | $52,897 |
Net income (gross income less expenses) | 2014-12-31 | $89,671 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,760,188 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,670,517 |
Assets. Value of participant loans | 2014-12-31 | $15,609 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $18,485 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $15,131 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : S & H REPRESENTATIVES, INC. 401(K) PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $275,096 |
Expenses. Total of all expenses incurred | 2013-12-31 | $15,339 |
Benefits paid (including direct rollovers) | 2013-12-31 | $1,420 |
Total plan assets at end of year | 2013-12-31 | $1,670,517 |
Total plan assets at beginning of year | 2013-12-31 | $1,410,760 |
Value of fidelity bond covering the plan | 2013-12-31 | $265,000 |
Total contributions received or receivable from participants | 2013-12-31 | $85,260 |
Other income received | 2013-12-31 | $178,068 |
Net income (gross income less expenses) | 2013-12-31 | $259,757 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,670,517 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,410,760 |
Assets. Value of participant loans | 2013-12-31 | $21,380 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $11,768 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $13,919 |
2012 : S & H REPRESENTATIVES, INC. 401(K) PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $191,992 |
Expenses. Total of all expenses incurred | 2012-12-31 | $1,420 |
Benefits paid (including direct rollovers) | 2012-12-31 | $1,420 |
Total plan assets at end of year | 2012-12-31 | $1,410,760 |
Total plan assets at beginning of year | 2012-12-31 | $1,220,188 |
Value of fidelity bond covering the plan | 2012-12-31 | $265,000 |
Total contributions received or receivable from participants | 2012-12-31 | $83,369 |
Other income received | 2012-12-31 | $91,047 |
Net income (gross income less expenses) | 2012-12-31 | $190,572 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,410,760 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,220,188 |
Assets. Value of participant loans | 2012-12-31 | $29,856 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $17,576 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : S & H REPRESENTATIVES, INC. 401(K) PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $31,087 |
Expenses. Total of all expenses incurred | 2011-12-31 | $68,648 |
Benefits paid (including direct rollovers) | 2011-12-31 | $68,648 |
Total plan assets at end of year | 2011-12-31 | $1,220,188 |
Total plan assets at beginning of year | 2011-12-31 | $1,257,749 |
Value of fidelity bond covering the plan | 2011-12-31 | $265,000 |
Total contributions received or receivable from participants | 2011-12-31 | $66,275 |
Other income received | 2011-12-31 | $-56,382 |
Net income (gross income less expenses) | 2011-12-31 | $-37,561 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,220,188 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,257,749 |
Assets. Value of participant loans | 2011-12-31 | $42,466 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $21,194 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : S & H REPRESENTATIVES, INC. 401(K) PLAN 2010 401k financial data |
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Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $215,889 |
Expenses. Total of all expenses incurred | 2010-12-31 | $102,957 |
Benefits paid (including direct rollovers) | 2010-12-31 | $102,957 |
Total plan assets at end of year | 2010-12-31 | $1,257,749 |
Total plan assets at beginning of year | 2010-12-31 | $1,144,817 |
Value of fidelity bond covering the plan | 2010-12-31 | $265,000 |
Total contributions received or receivable from participants | 2010-12-31 | $61,999 |
Other income received | 2010-12-31 | $134,784 |
Net income (gross income less expenses) | 2010-12-31 | $112,932 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,257,749 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,144,817 |
Assets. Value of participant loans | 2010-12-31 | $26,791 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $19,106 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : S & H REPRESENTATIVES, INC. 401(K) PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2021: S & H REPRESENTATIVES, INC. 401(K) PLAN 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: S & H REPRESENTATIVES, INC. 401(K) PLAN 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Insurance | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement – Insurance | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: S & H REPRESENTATIVES, INC. 401(K) PLAN 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Insurance | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement – Insurance | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: S & H REPRESENTATIVES, INC. 401(K) PLAN 2018 form 5500 responses |
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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: S & H REPRESENTATIVES, INC. 401(K) PLAN 2017 form 5500 responses |
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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: S & H REPRESENTATIVES, INC. 401(K) PLAN 2016 form 5500 responses |
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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: S & H REPRESENTATIVES, INC. 401(K) PLAN 2015 form 5500 responses |
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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: S & H REPRESENTATIVES, INC. 401(K) PLAN 2014 form 5500 responses |
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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: S & H REPRESENTATIVES, INC. 401(K) PLAN 2013 form 5500 responses |
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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: S & H REPRESENTATIVES, INC. 401(K) PLAN 2012 form 5500 responses |
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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: S & H REPRESENTATIVES, INC. 401(K) PLAN 2011 form 5500 responses |
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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 |
2010: S & H REPRESENTATIVES, INC. 401(K) PLAN 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: S & H REPRESENTATIVES, INC. 401(K) PLAN 2009 form 5500 responses |
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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 | 19183 |
Policy instance | 1 |
Insurance contract or identification number | 19183 | Number of Individuals Covered | 0 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-01-13 | 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 |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 19183 |
Policy instance | 1 |
Insurance contract or identification number | 19183 | Number of Individuals Covered | 8 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $1,121 | 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 | Amount paid for insurance broker fees | 1119 | Additional information about fees paid to insurance broker | TPA COMPENSATION | Insurance broker organization code? | 5 |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 19183 |
Policy instance | 1 |
Insurance contract or identification number | 19183 | Number of Individuals Covered | 8 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $1,300 | 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 | Amount paid for insurance broker fees | 1050 | Additional information about fees paid to insurance broker | TPA COMPENSATION | Insurance broker organization code? | 5 |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 19183 |
Policy instance | 1 |
Insurance contract or identification number | 19183 | Number of Individuals Covered | 8 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $1,066 | 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 | Amount paid for insurance broker fees | 941 | Additional information about fees paid to insurance broker | TPA COMPENSATION | Insurance broker organization code? | 5 | Insurance broker name | SWERDLIN NORTHEAST LLC |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 19183 |
Policy instance | 1 |
Insurance contract or identification number | 19183 | Number of Individuals Covered | 8 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $5,172 | Total amount of fees paid to insurance company | USD $5,531 | 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 $5,172 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 4348 | Additional information about fees paid to insurance broker | RIA FEES PAID | Insurance broker name | SWERDLIN NORTHEAST LLC |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 19183 |
Policy instance | 1 |
Insurance contract or identification number | 19183 | Number of Individuals Covered | 8 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $8,579 | Total amount of fees paid to insurance company | USD $960 | 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 $8,579 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 860 | Additional information about fees paid to insurance broker | TPA COMPENSATION | Insurance broker name | SWERDLIN NORTHEAST LLC |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 19183 |
Policy instance | 1 |
Insurance contract or identification number | 19183 | Number of Individuals Covered | 8 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $7,548 | Total amount of fees paid to insurance company | USD $856 | 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 $7,548 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 756 | Additional information about fees paid to insurance broker | TPA COMPENSATION | Insurance broker name | PENRET SERVICES, INC. |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 19183 |
Policy instance | 1 |
Insurance contract or identification number | 19183 | Number of Individuals Covered | 8 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $6,514 | Total amount of fees paid to insurance company | USD $753 | 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 $6,514 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 653 | Additional information about fees paid to insurance broker | TPA COMPENSATION | Insurance broker name | PENRET SERVICES, INC. |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 19183 |
Policy instance | 1 |
Insurance contract or identification number | 19183 | Number of Individuals Covered | 8 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $6,354 | Total amount of fees paid to insurance company | USD $832 | 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 |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 19183 |
Policy instance | 1 |
Insurance contract or identification number | 19183 | Number of Individuals Covered | 7 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $5,812 | Total amount of fees paid to insurance company | USD $538 | 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 $5,812 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 538 | Additional information about fees paid to insurance broker | TPA COMPENSATION | Insurance broker name | PENRET SERVICES, INC. |
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