?>
Logo

THE SAN DIEGO SPINE CENTER, AMC 401(K) PLAN 401k Plan overview

Plan NameTHE SAN DIEGO SPINE CENTER, AMC 401(K) PLAN
Plan identification number 001

THE SAN DIEGO SPINE CENTER, AMC 401(K) 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SAN DIEGO SPINE CENTER, AMC has sponsored the creation of one or more 401k plans.

Company Name:SAN DIEGO SPINE CENTER, AMC
Employer identification number (EIN):330819134
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE SAN DIEGO SPINE CENTER, AMC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ERIC S. KORSH, M. D. ERIC S. KORSH, M. D.2018-08-01
0012016-01-01ERIC S. KORSH, M. D. ERIC S. KORSH, M. D.2017-10-11
0012015-01-01ERIC S. KORSH, M. D. ERIC S. KORSH, M. D.2016-10-17
0012014-01-01ERIC S. KORSH, M. D. ERIC S. KORSH, M. D.2015-10-08
0012013-01-01ERIC S. KORSH, M. D. ERIC S. KORSH, M. D.2014-10-14
0012012-01-01ERIC S. KORSH, M. D. ERIC S. KORSH, M. D.2013-10-08
0012011-01-01ERIC KORSH
0012010-01-01ERIC KORSH
0012009-01-01ERIC KORSH

Plan Statistics for THE SAN DIEGO SPINE CENTER, AMC 401(K) PLAN

401k plan membership statisitcs for THE SAN DIEGO SPINE CENTER, AMC 401(K) PLAN

Measure Date Value
2022: THE SAN DIEGO SPINE CENTER, AMC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0129
Total number of active participants reported on line 7a of the Form 55002022-01-0121
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0114
Total of all active and inactive participants2022-01-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0135
Number of participants with account balances2022-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: THE SAN DIEGO SPINE CENTER, AMC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0126
Total number of active participants reported on line 7a of the Form 55002021-01-0117
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0112
Total of all active and inactive participants2021-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0129
Number of participants with account balances2021-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: THE SAN DIEGO SPINE CENTER, AMC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0122
Total number of active participants reported on line 7a of the Form 55002020-01-0116
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-019
Total of all active and inactive participants2020-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0125
Number of participants with account balances2020-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: THE SAN DIEGO SPINE CENTER, AMC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0118
Total number of active participants reported on line 7a of the Form 55002019-01-0118
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-013
Total of all active and inactive participants2019-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0121
Number of participants with account balances2019-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: THE SAN DIEGO SPINE CENTER, AMC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0120
Total number of active participants reported on line 7a of the Form 55002018-01-0115
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-013
Total of all active and inactive participants2018-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0118
Number of participants with account balances2018-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: THE SAN DIEGO SPINE CENTER, AMC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0114
Total number of active participants reported on line 7a of the Form 55002017-01-0113
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-012
Total of all active and inactive participants2017-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0115
Number of participants with account balances2017-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: THE SAN DIEGO SPINE CENTER, AMC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0115
Total number of active participants reported on line 7a of the Form 55002016-01-0113
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0113
Number of participants with account balances2016-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE SAN DIEGO SPINE CENTER, AMC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0114
Total number of active participants reported on line 7a of the Form 55002015-01-0113
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0115
Number of participants with account balances2015-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: THE SAN DIEGO SPINE CENTER, AMC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0110
Total number of active participants reported on line 7a of the Form 55002014-01-019
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0110
Number of participants with account balances2014-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE SAN DIEGO SPINE CENTER, AMC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-019
Total number of active participants reported on line 7a of the Form 55002013-01-019
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0110
Number of participants with account balances2013-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: THE SAN DIEGO SPINE CENTER, AMC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-017
Total number of active participants reported on line 7a of the Form 55002012-01-018
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-018
Number of participants with account balances2012-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE SAN DIEGO SPINE CENTER, AMC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-018
Total number of active participants reported on line 7a of the Form 55002011-01-017
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-017
Number of participants with account balances2011-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: THE SAN DIEGO SPINE CENTER, AMC 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-018
Total number of active participants reported on line 7a of the Form 55002010-01-017
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-011
Total of all active and inactive participants2010-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-018
Number of participants with account balances2010-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: THE SAN DIEGO SPINE CENTER, AMC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-018
Total number of active participants reported on line 7a of the Form 55002009-01-018
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-018
Number of participants with account balances2009-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE SAN DIEGO SPINE CENTER, AMC 401(K) PLAN

Measure Date Value
2022 : THE SAN DIEGO SPINE CENTER, AMC 401(K) PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-687,263
Expenses. Total of all expenses incurred2022-12-31$47,169
Benefits paid (including direct rollovers)2022-12-31$12,128
Total plan assets at end of year2022-12-31$6,313,704
Total plan assets at beginning of year2022-12-31$7,048,136
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$134,501
Contributions received from other sources (not participants or employers)2022-12-31$583
Other income received2022-12-31$-987,199
Net income (gross income less expenses)2022-12-31$-734,432
Net plan assets at end of year (total assets less liabilities)2022-12-31$6,313,704
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$7,048,136
Assets. Value of participant loans2022-12-31$17,068
Assets. Value of assets in partnership/joint-venture interests2022-12-31$175,318
Total contributions received or receivable from employer(s)2022-12-31$164,852
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$35,041
2021 : THE SAN DIEGO SPINE CENTER, AMC 401(K) PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$1,194,856
Expenses. Total of all expenses incurred2021-12-31$73,630
Benefits paid (including direct rollovers)2021-12-31$37,812
Total plan assets at end of year2021-12-31$7,048,136
Total plan assets at beginning of year2021-12-31$5,926,910
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$134,547
Other income received2021-12-31$898,369
Net income (gross income less expenses)2021-12-31$1,121,226
Net plan assets at end of year (total assets less liabilities)2021-12-31$7,048,136
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$5,926,910
Assets. Value of participant loans2021-12-31$952
Assets. Value of assets in partnership/joint-venture interests2021-12-31$175,319
Total contributions received or receivable from employer(s)2021-12-31$161,940
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$35,818
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : THE SAN DIEGO SPINE CENTER, AMC 401(K) PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$226,308
Expenses. Total of all expenses incurred2020-12-31$980,559
Benefits paid (including direct rollovers)2020-12-31$962,168
Total plan assets at end of year2020-12-31$5,926,910
Total plan assets at beginning of year2020-12-31$6,681,161
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$117,728
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$-32,936
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$-754,251
Net plan assets at end of year (total assets less liabilities)2020-12-31$5,926,910
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$6,681,161
Assets. Value of participant loans2020-12-31$11,304
Assets. Value of assets in partnership/joint-venture interests2020-12-31$175,319
Total contributions received or receivable from employer(s)2020-12-31$141,516
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$18,391
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : THE SAN DIEGO SPINE CENTER, AMC 401(K) PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$1,457,108
Expenses. Total of all expenses incurred2019-12-31$33,244
Benefits paid (including direct rollovers)2019-12-31$170
Total plan assets at end of year2019-12-31$6,681,161
Total plan assets at beginning of year2019-12-31$5,257,297
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$169,455
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$90,026
Other income received2019-12-31$1,047,985
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$1,423,864
Net plan assets at end of year (total assets less liabilities)2019-12-31$6,681,161
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$5,257,297
Assets. Value of participant loans2019-12-31$20,855
Assets. Value of assets in partnership/joint-venture interests2019-12-31$156,466
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022019-12-31$6,088
Total contributions received or receivable from employer(s)2019-12-31$149,642
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$33,074
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : THE SAN DIEGO SPINE CENTER, AMC 401(K) PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$130,577
Expenses. Total of all expenses incurred2018-12-31$95,364
Benefits paid (including direct rollovers)2018-12-31$65,803
Total plan assets at end of year2018-12-31$5,257,297
Total plan assets at beginning of year2018-12-31$5,222,084
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$162,827
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$3,607
Other income received2018-12-31$-143,768
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$35,213
Net plan assets at end of year (total assets less liabilities)2018-12-31$5,257,297
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$5,222,084
Assets. Value of participant loans2018-12-31$20,983
Assets. Value of assets in partnership/joint-venture interests2018-12-31$189,499
Total contributions received or receivable from employer(s)2018-12-31$107,911
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$29,561
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : THE SAN DIEGO SPINE CENTER, AMC 401(K) PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$1,040,478
Expenses. Total of all expenses incurred2017-12-31$28,496
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$5,222,084
Total plan assets at beginning of year2017-12-31$4,210,102
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$161,600
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$13,322
Other income received2017-12-31$757,184
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$1,011,982
Net plan assets at end of year (total assets less liabilities)2017-12-31$5,222,084
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$4,210,102
Assets. Value of participant loans2017-12-31$30,341
Assets. Value of assets in partnership/joint-venture interests2017-12-31$181,834
Total contributions received or receivable from employer(s)2017-12-31$108,372
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$28,496
2016 : THE SAN DIEGO SPINE CENTER, AMC 401(K) PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$539,647
Expenses. Total of all expenses incurred2016-12-31$27,125
Benefits paid (including direct rollovers)2016-12-31$3,255
Total plan assets at end of year2016-12-31$4,210,102
Total plan assets at beginning of year2016-12-31$3,697,580
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$136,495
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$62,388
Other income received2016-12-31$304,091
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$512,522
Net plan assets at end of year (total assets less liabilities)2016-12-31$4,210,102
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$3,697,580
Assets. Value of participant loans2016-12-31$3,990
Assets. Value of assets in partnership/joint-venture interests2016-12-31$171,415
Total contributions received or receivable from employer(s)2016-12-31$36,673
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$23,870
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : THE SAN DIEGO SPINE CENTER, AMC 401(K) PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$218,162
Expenses. Total of all expenses incurred2015-12-31$23,133
Benefits paid (including direct rollovers)2015-12-31$677
Total plan assets at end of year2015-12-31$3,697,580
Total plan assets at beginning of year2015-12-31$3,502,551
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$104,715
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$6,250
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$195,029
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,697,580
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,502,551
Assets. Value of participant loans2015-12-31$50,573
Assets. Value of assets in partnership/joint-venture interests2015-12-31$103,308
Total contributions received or receivable from employer(s)2015-12-31$107,197
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$22,456
2014 : THE SAN DIEGO SPINE CENTER, AMC 401(K) PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$419,902
Expenses. Total of all expenses incurred2014-12-31$24,339
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$3,502,551
Total plan assets at beginning of year2014-12-31$3,106,988
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$87,354
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$230,221
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$395,563
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,502,551
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,106,988
Assets. Value of participant loans2014-12-31$68,579
Assets. Value of assets in partnership/joint-venture interests2014-12-31$72,154
Total contributions received or receivable from employer(s)2014-12-31$102,327
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$24,339
2013 : THE SAN DIEGO SPINE CENTER, AMC 401(K) PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$529,823
Expenses. Total of all expenses incurred2013-12-31$16,330
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$3,106,988
Total plan assets at beginning of year2013-12-31$2,593,495
Value of fidelity bond covering the plan2013-12-31$400,000
Total contributions received or receivable from participants2013-12-31$92,333
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$367,832
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$513,493
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,106,988
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,593,495
Assets. Value of participant loans2013-12-31$88,306
Assets. Value of assets in partnership/joint-venture interests2013-12-31$178,825
Total contributions received or receivable from employer(s)2013-12-31$69,658
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$16,330
2012 : THE SAN DIEGO SPINE CENTER, AMC 401(K) PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$328,518
Expenses. Total of all expenses incurred2012-12-31$15,102
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$2,593,495
Total plan assets at beginning of year2012-12-31$2,280,079
Value of fidelity bond covering the plan2012-12-31$400,000
Total contributions received or receivable from participants2012-12-31$87,544
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$160,972
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$313,416
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,593,495
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,280,079
Assets. Value of participant loans2012-12-31$43,752
Assets. Value of assets in partnership/joint-venture interests2012-12-31$200,000
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022012-12-31$5,034
Total contributions received or receivable from employer(s)2012-12-31$80,002
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$15,102
2011 : THE SAN DIEGO SPINE CENTER, AMC 401(K) PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$155,124
Expenses. Total of all expenses incurred2011-12-31$78,356
Benefits paid (including direct rollovers)2011-12-31$78,356
Total plan assets at end of year2011-12-31$2,280,079
Total plan assets at beginning of year2011-12-31$2,203,311
Value of fidelity bond covering the plan2011-12-31$400,000
Total contributions received or receivable from participants2011-12-31$84,344
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$17,689
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$76,768
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,280,079
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,203,311
Assets. Value of participant loans2011-12-31$19,258
Assets. Value of assets in partnership/joint-venture interests2011-12-31$200,000
Total contributions received or receivable from employer(s)2011-12-31$53,091
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : THE SAN DIEGO SPINE CENTER, AMC 401(K) PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$349,381
Expenses. Total of all expenses incurred2010-12-31$6,000
Benefits paid (including direct rollovers)2010-12-31$6,000
Total plan assets at end of year2010-12-31$2,203,311
Total plan assets at beginning of year2010-12-31$1,859,930
Value of fidelity bond covering the plan2010-12-31$400,000
Total contributions received or receivable from participants2010-12-31$85,996
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$239,724
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$343,381
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,203,311
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,859,930
Assets. Value of participant loans2010-12-31$76,794
Assets. Value of assets in partnership/joint-venture interests2010-12-31$200,000
Total contributions received or receivable from employer(s)2010-12-31$23,661
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
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 securities2010-12-31$0
2009 : THE SAN DIEGO SPINE CENTER, AMC 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE SAN DIEGO SPINE CENTER, AMC 401(K) PLAN

2022: THE SAN DIEGO SPINE CENTER, AMC 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE SAN DIEGO SPINE CENTER, AMC 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE SAN DIEGO SPINE CENTER, AMC 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE SAN DIEGO SPINE CENTER, AMC 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE SAN DIEGO SPINE CENTER, AMC 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE SAN DIEGO SPINE CENTER, AMC 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE SAN DIEGO SPINE CENTER, AMC 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE SAN DIEGO SPINE CENTER, AMC 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE SAN DIEGO SPINE CENTER, AMC 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE SAN DIEGO SPINE CENTER, AMC 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle 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: THE SAN DIEGO SPINE CENTER, AMC 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE SAN DIEGO SPINE CENTER, AMC 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE SAN DIEGO SPINE CENTER, AMC 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE SAN DIEGO SPINE CENTER, AMC 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle 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 – TrustYes
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 number110549
Policy instance 1
Insurance contract or identification number110549
Number of Individuals Covered26
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,600
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 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?No
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
Amount paid for insurance broker fees1325
Additional information about fees paid to insurance brokerTPA FEES PAID
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number110549
Policy instance 1
Insurance contract or identification number110549
Number of Individuals Covered23
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,643
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 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?No
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
Amount paid for insurance broker fees2406
Additional information about fees paid to insurance brokerTPA FEES PAID
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number110549
Policy instance 1
Insurance contract or identification number110549
Number of Individuals Covered21
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,954
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 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?No
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
Amount paid for insurance broker fees1954
Additional information about fees paid to insurance brokerTPA FEES PAID
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number110549
Policy instance 1
Insurance contract or identification number110549
Number of Individuals Covered21
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,327
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 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?No
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
Amount paid for insurance broker fees4327
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number110549
Policy instance 1
Insurance contract or identification number110549
Number of Individuals Covered14
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,070
Total amount of fees paid to insurance companyUSD $3,437
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 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?No
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 $1,070
Insurance broker organization code?4
Amount paid for insurance broker fees3437
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameMEANS & ASSOCIATES, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number110549
Policy instance 1
Insurance contract or identification number110549
Number of Individuals Covered14
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $2,810
Total amount of fees paid to insurance companyUSD $751
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?No
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 $2,810
Insurance broker organization code?4
Amount paid for insurance broker fees751
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameMEANS & ASSOCIATES, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number110549
Policy instance 1
Insurance contract or identification number110549
Number of Individuals Covered13
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $2,235
Total amount of fees paid to insurance companyUSD $916
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?No
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 fees916
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $2,235
Insurance broker nameLPL FINANCIAL CORPORATION
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number110549
Policy instance 1
Insurance contract or identification number110549
Number of Individuals Covered8
Insurance policy start date2013-05-17
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $989
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?No
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 fees793
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
Insurance broker nameLPL FINANCIAL CORPORATION

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3