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ALL STAR DISTRIBUTING, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameALL STAR DISTRIBUTING, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 003

ALL STAR DISTRIBUTING, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.

401k Sponsoring company profile

ALL STAR DISTRIBUTING, INC. has sponsored the creation of one or more 401k plans.

Company Name:ALL STAR DISTRIBUTING, INC.
Employer identification number (EIN):233056386
NAIC Classification:424800

Additional information about ALL STAR DISTRIBUTING, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1988-12-08
Company Identification Number: K49953
Legal Registered Office Address: 7514 KAREN DR

PORT RICHEY

34668

More information about ALL STAR DISTRIBUTING, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALL STAR DISTRIBUTING, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032015-01-01MICHAEL MCANULTY2017-10-11 MICHAEL MCANULTY2017-10-11
0032014-01-01ANN MARKOWICZ2015-10-13
0032013-01-01ANN MARKOWICZ
0032012-01-01ANN MARKOWICZ
0032011-01-01ANN MARKOWICZ
0032009-01-01
0032009-01-01DAVID LIEB

Plan Statistics for ALL STAR DISTRIBUTING, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for ALL STAR DISTRIBUTING, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2013: ALL STAR DISTRIBUTING, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01152
Total number of active participants reported on line 7a of the Form 55002013-01-0158
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0111
Total of all active and inactive participants2013-01-0169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0169
Number of participants with account balances2013-01-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: ALL STAR DISTRIBUTING, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01161
Total number of active participants reported on line 7a of the Form 55002012-01-01130
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0112
Total of all active and inactive participants2012-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01142
Number of participants with account balances2012-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-015
2011: ALL STAR DISTRIBUTING, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01166
Total number of active participants reported on line 7a of the Form 55002011-01-01132
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0125
Total of all active and inactive participants2011-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01157
Number of participants with account balances2011-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-016
2009: ALL STAR DISTRIBUTING, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01160
Total number of active participants reported on line 7a of the Form 55002009-01-01127
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0121
Total of all active and inactive participants2009-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01148
Number of participants with account balances2009-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011
Number of employers contributing to the scheme2009-01-014

Financial Data on ALL STAR DISTRIBUTING, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2013 : ALL STAR DISTRIBUTING, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,539,385
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$4,484,364
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,462,574
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$690,781
Value of total assets at end of year2013-12-31$3,117,189
Value of total assets at beginning of year2013-12-31$6,062,168
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$21,790
Total interest from all sources2013-12-31$4,989
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$600
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$337,425
Participant contributions at end of year2013-12-31$83,315
Participant contributions at beginning of year2013-12-31$142,029
Participant contributions at end of year2013-12-31$10,353
Participant contributions at beginning of year2013-12-31$15,771
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$216,847
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$543
Total non interest bearing cash at end of year2013-12-31$4,730
Total non interest bearing cash at beginning of year2013-12-31$12,404
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-2,944,979
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,117,189
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,062,168
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$20,057
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,937,162
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,704,698
Interest on participant loans2013-12-31$4,989
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$843,615
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$136,509
Employer contributions (assets) at end of year2013-12-31$81,629
Employer contributions (assets) at beginning of year2013-12-31$187,266
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,462,574
Contract administrator fees2013-12-31$590
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2013-12-31390859910
2012 : ALL STAR DISTRIBUTING, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,287,987
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$621,335
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$599,942
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$694,138
Value of total assets at end of year2012-12-31$6,062,168
Value of total assets at beginning of year2012-12-31$5,395,516
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$21,393
Total interest from all sources2012-12-31$6,515
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$600
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$376,027
Participant contributions at end of year2012-12-31$142,029
Participant contributions at beginning of year2012-12-31$174,559
Participant contributions at end of year2012-12-31$15,771
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$70,964
Administrative expenses (other) incurred2012-12-31$1,007
Total non interest bearing cash at end of year2012-12-31$12,404
Total non interest bearing cash at beginning of year2012-12-31$6,984
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$666,652
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,062,168
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,395,516
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$19,176
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$5,704,698
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,018,873
Income. Interest from loans (other than to participants)2012-12-31$6,515
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$587,334
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$247,147
Employer contributions (assets) at end of year2012-12-31$187,266
Employer contributions (assets) at beginning of year2012-12-31$195,100
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$599,942
Contract administrator fees2012-12-31$610
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PARENTEBEARD LLC
Accountancy firm EIN2012-12-31232932984
2011 : ALL STAR DISTRIBUTING, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$580,526
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$432,727
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$411,708
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$620,489
Value of total assets at end of year2011-12-31$5,395,516
Value of total assets at beginning of year2011-12-31$5,247,717
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$21,019
Total interest from all sources2011-12-31$6,952
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$750
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$361,831
Participant contributions at end of year2011-12-31$174,559
Participant contributions at beginning of year2011-12-31$146,294
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$2,465
Administrative expenses (other) incurred2011-12-31$994
Total non interest bearing cash at end of year2011-12-31$6,984
Total non interest bearing cash at beginning of year2011-12-31$9,273
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$147,799
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,395,516
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,247,717
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$18,763
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$5,018,873
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,925,123
Interest on participant loans2011-12-31$6,952
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-46,915
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$256,193
Employer contributions (assets) at end of year2011-12-31$195,100
Employer contributions (assets) at beginning of year2011-12-31$167,027
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$411,708
Contract administrator fees2011-12-31$512
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PARENTEBEARD LLC
Accountancy firm EIN2011-12-31232932984
2010 : ALL STAR DISTRIBUTING, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,145,619
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$247,494
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$227,039
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$660,419
Value of total assets at end of year2010-12-31$5,247,717
Value of total assets at beginning of year2010-12-31$4,349,592
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$20,455
Total interest from all sources2010-12-31$3,995
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$975
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$371,317
Participant contributions at end of year2010-12-31$146,294
Participant contributions at beginning of year2010-12-31$55,943
Participant contributions at beginning of year2010-12-31$55
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$60,166
Administrative expenses (other) incurred2010-12-31$957
Total non interest bearing cash at end of year2010-12-31$9,273
Total non interest bearing cash at beginning of year2010-12-31$5,437
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$898,125
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,247,717
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,349,592
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$18,177
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,925,123
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,115,345
Interest on participant loans2010-12-31$3,995
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$481,205
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$228,936
Employer contributions (assets) at end of year2010-12-31$167,027
Employer contributions (assets) at beginning of year2010-12-31$172,812
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$227,039
Contract administrator fees2010-12-31$346
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PARENTEBEARD, LLC
Accountancy firm EIN2010-12-31232932984

Form 5500 Responses for ALL STAR DISTRIBUTING, INC. 401(K) PROFIT SHARING PLAN

2013: ALL STAR DISTRIBUTING, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ALL STAR DISTRIBUTING, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ALL STAR DISTRIBUTING, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ALL STAR DISTRIBUTING, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number91905
Policy instance 1
Insurance contract or identification number91905
Number of Individuals Covered72
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $20,057
Total amount of fees paid to insurance companyUSD $3,445
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,057
Insurance broker organization code?7
Amount paid for insurance broker fees3445
Insurance broker namePENNSYLVANIA PENSION PLANNERS
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number91905
Policy instance 1
Insurance contract or identification number91905
Number of Individuals Covered131
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $19,175
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $19,175
Additional information about fees paid to insurance brokerRIA FEES PAID
Insurance broker organization code?7
Amount paid for insurance broker fees600
Insurance broker namePENNSYLVANIA PENSION PLANNERS
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number91905
Policy instance 1
Insurance contract or identification number91905
Number of Individuals Covered137
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $18,763
Total amount of fees paid to insurance companyUSD $752
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number91905
Policy instance 1
Insurance contract or identification number91905
Number of Individuals Covered140
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $19,209
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Amount paid for insurance broker fees18177
Additional information about fees paid to insurance brokerRIA FEES
Insurance broker organization code?7
Insurance broker nameT ROWE PRICE ASSOCIATES, INC.

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