BOLTE REAL ESTATE, INC. & BOLTE INSURANCE, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE TRUSTEES OF BOLTE REAL ESTATE INC. BOLTE INSURANCE INC.
401k plan membership statisitcs for THE TRUSTEES OF BOLTE REAL ESTATE INC. BOLTE INSURANCE INC.
| Measure | Date | Value |
|---|
| 2022: THE TRUSTEES OF BOLTE REAL ESTATE INC. BOLTE INSURANCE INC. 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
| Total of all active and inactive participants | 2022-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 3 |
| Number of participants with account balances | 2022-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: THE TRUSTEES OF BOLTE REAL ESTATE INC. BOLTE INSURANCE INC. 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 3 |
| Number of participants with account balances | 2021-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: THE TRUSTEES OF BOLTE REAL ESTATE INC. BOLTE INSURANCE INC. 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
| Total of all active and inactive participants | 2020-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 3 |
| Number of participants with account balances | 2020-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: THE TRUSTEES OF BOLTE REAL ESTATE INC. BOLTE INSURANCE INC. 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
| Total of all active and inactive participants | 2019-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 3 |
| Number of participants with account balances | 2019-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: THE TRUSTEES OF BOLTE REAL ESTATE INC. BOLTE INSURANCE INC. 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
| Total of all active and inactive participants | 2018-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 3 |
| Number of participants with account balances | 2018-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: THE TRUSTEES OF BOLTE REAL ESTATE INC. BOLTE INSURANCE INC. 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 3 |
| Total of all active and inactive participants | 2017-01-01 | 3 |
| Total participants | 2017-01-01 | 3 |
| Number of participants with account balances | 2017-01-01 | 3 |
| 2016: THE TRUSTEES OF BOLTE REAL ESTATE INC. BOLTE INSURANCE INC. 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 3 |
| Total of all active and inactive participants | 2016-01-01 | 3 |
| Total participants | 2016-01-01 | 3 |
| Number of participants with account balances | 2016-01-01 | 3 |
| 2015: THE TRUSTEES OF BOLTE REAL ESTATE INC. BOLTE INSURANCE INC. 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 3 |
| Total of all active and inactive participants | 2015-01-01 | 3 |
| Total participants | 2015-01-01 | 3 |
| Number of participants with account balances | 2015-01-01 | 3 |
| 2014: THE TRUSTEES OF BOLTE REAL ESTATE INC. BOLTE INSURANCE INC. 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 6 |
| Total of all active and inactive participants | 2014-01-01 | 6 |
| Total participants | 2014-01-01 | 6 |
| 2013: THE TRUSTEES OF BOLTE REAL ESTATE INC. BOLTE INSURANCE INC. 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 7 |
| Total of all active and inactive participants | 2013-01-01 | 7 |
| Total participants | 2013-01-01 | 7 |
| Number of participants with account balances | 2013-01-01 | 7 |
| 2012: THE TRUSTEES OF BOLTE REAL ESTATE INC. BOLTE INSURANCE INC. 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 7 |
| Total of all active and inactive participants | 2012-01-01 | 7 |
| Total participants | 2012-01-01 | 7 |
| Number of participants with account balances | 2012-01-01 | 7 |
| 2011: THE TRUSTEES OF BOLTE REAL ESTATE INC. BOLTE INSURANCE INC. 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 8 |
| Total of all active and inactive participants | 2011-01-01 | 8 |
| Total participants | 2011-01-01 | 8 |
| Number of participants with account balances | 2011-01-01 | 8 |
| 2009: THE TRUSTEES OF BOLTE REAL ESTATE INC. BOLTE INSURANCE INC. 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 8 |
| Total of all active and inactive participants | 2009-01-01 | 8 |
| Total participants | 2009-01-01 | 8 |
| Number of participants with account balances | 2009-01-01 | 8 |
| Measure | Date | Value |
|---|
| 2022 : THE TRUSTEES OF BOLTE REAL ESTATE INC. BOLTE INSURANCE INC. 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-133,701 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $4,111 |
| Total plan assets at end of year | 2022-12-31 | $773,472 |
| Total plan assets at beginning of year | 2022-12-31 | $911,284 |
| Total contributions received or receivable from participants | 2022-12-31 | $31,085 |
| Other income received | 2022-12-31 | $-179,362 |
| Net income (gross income less expenses) | 2022-12-31 | $-137,812 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $773,472 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $911,284 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $14,576 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $4,111 |
| 2021 : THE TRUSTEES OF BOLTE REAL ESTATE INC. BOLTE INSURANCE INC. 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $174,386 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $4,441 |
| Total plan assets at end of year | 2021-12-31 | $911,284 |
| Total plan assets at beginning of year | 2021-12-31 | $741,339 |
| Total contributions received or receivable from participants | 2021-12-31 | $30,207 |
| Other income received | 2021-12-31 | $130,627 |
| Net income (gross income less expenses) | 2021-12-31 | $169,945 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $911,284 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $741,339 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $13,552 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $4,441 |
| 2020 : THE TRUSTEES OF BOLTE REAL ESTATE INC. BOLTE INSURANCE INC. 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $146,187 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $3,117 |
| Total plan assets at end of year | 2020-12-31 | $741,339 |
| Total plan assets at beginning of year | 2020-12-31 | $598,269 |
| Total contributions received or receivable from participants | 2020-12-31 | $29,445 |
| Other income received | 2020-12-31 | $104,533 |
| Net income (gross income less expenses) | 2020-12-31 | $143,070 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $741,339 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $598,269 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $12,209 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $3,117 |
| 2019 : THE TRUSTEES OF BOLTE REAL ESTATE INC. BOLTE INSURANCE INC. 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $150,468 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $2,994 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $195 |
| Total plan assets at end of year | 2019-12-31 | $598,269 |
| Total plan assets at beginning of year | 2019-12-31 | $450,795 |
| Total contributions received or receivable from participants | 2019-12-31 | $28,380 |
| Other income received | 2019-12-31 | $109,736 |
| Net income (gross income less expenses) | 2019-12-31 | $147,474 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $598,269 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $450,795 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $12,352 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $2,799 |
| 2018 : THE TRUSTEES OF BOLTE REAL ESTATE INC. BOLTE INSURANCE INC. 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-5,801 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $2,493 |
| Total plan assets at end of year | 2018-12-31 | $450,795 |
| Total plan assets at beginning of year | 2018-12-31 | $459,089 |
| Total contributions received or receivable from participants | 2018-12-31 | $28,275 |
| Other income received | 2018-12-31 | $-46,229 |
| Net income (gross income less expenses) | 2018-12-31 | $-8,294 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $450,795 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $459,089 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $12,153 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $2,493 |
| 2017 : THE TRUSTEES OF BOLTE REAL ESTATE INC. BOLTE INSURANCE INC. 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $111,943 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $1,658 |
| Total plan assets at end of year | 2017-12-31 | $459,089 |
| Total plan assets at beginning of year | 2017-12-31 | $348,804 |
| Total contributions received or receivable from participants | 2017-12-31 | $26,866 |
| Other income received | 2017-12-31 | $73,313 |
| Net income (gross income less expenses) | 2017-12-31 | $110,285 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $459,089 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $348,804 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $11,764 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $1,658 |
| 2016 : THE TRUSTEES OF BOLTE REAL ESTATE INC. BOLTE INSURANCE INC. 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $55,943 |
| Total plan assets at end of year | 2016-12-31 | $348,804 |
| Total plan assets at beginning of year | 2016-12-31 | $292,861 |
| Total contributions received or receivable from participants | 2016-12-31 | $20,514 |
| Other income received | 2016-12-31 | $23,992 |
| Net income (gross income less expenses) | 2016-12-31 | $55,943 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $348,804 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $292,861 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $11,437 |
| 2015 : THE TRUSTEES OF BOLTE REAL ESTATE INC. BOLTE INSURANCE INC. 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $27,667 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $152,430 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $152,430 |
| Total plan assets at end of year | 2015-12-31 | $292,861 |
| Total plan assets at beginning of year | 2015-12-31 | $417,624 |
| Total contributions received or receivable from participants | 2015-12-31 | $20,424 |
| Other income received | 2015-12-31 | $-3,118 |
| Net income (gross income less expenses) | 2015-12-31 | $-124,763 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $292,861 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $417,624 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $10,361 |
| 2014 : THE TRUSTEES OF BOLTE REAL ESTATE INC. BOLTE INSURANCE INC. 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $53,708 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $567,536 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $567,536 |
| Total plan assets at end of year | 2014-12-31 | $417,624 |
| Total plan assets at beginning of year | 2014-12-31 | $931,452 |
| Total contributions received or receivable from participants | 2014-12-31 | $23,504 |
| Other income received | 2014-12-31 | $20,405 |
| Net income (gross income less expenses) | 2014-12-31 | $-513,828 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $417,624 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $931,452 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $9,799 |
| 2013 : THE TRUSTEES OF BOLTE REAL ESTATE INC. BOLTE INSURANCE INC. 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $224,102 |
| Total plan assets at end of year | 2013-12-31 | $931,452 |
| Total plan assets at beginning of year | 2013-12-31 | $707,350 |
| Total contributions received or receivable from participants | 2013-12-31 | $35,840 |
| Other income received | 2013-12-31 | $160,716 |
| Net income (gross income less expenses) | 2013-12-31 | $224,102 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $931,452 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $707,350 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $27,546 |
| 2012 : THE TRUSTEES OF BOLTE REAL ESTATE INC. BOLTE INSURANCE INC. 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $177,138 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $5,602 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $5,602 |
| Total plan assets at end of year | 2012-12-31 | $707,350 |
| Total plan assets at beginning of year | 2012-12-31 | $535,814 |
| Total contributions received or receivable from participants | 2012-12-31 | $44,699 |
| Other income received | 2012-12-31 | $105,059 |
| Net income (gross income less expenses) | 2012-12-31 | $171,536 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $707,350 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $535,814 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $27,380 |
| 2011 : THE TRUSTEES OF BOLTE REAL ESTATE INC. BOLTE INSURANCE INC. 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $32,225 |
| Total plan assets at end of year | 2011-12-31 | $535,814 |
| Total plan assets at beginning of year | 2011-12-31 | $503,589 |
| Total contributions received or receivable from participants | 2011-12-31 | $16,045 |
| Other income received | 2011-12-31 | $-25,208 |
| Net income (gross income less expenses) | 2011-12-31 | $32,225 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $535,814 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $503,589 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $41,388 |
| 2010 : THE TRUSTEES OF BOLTE REAL ESTATE INC. BOLTE INSURANCE INC. 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $110,564 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $29,454 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $29,454 |
| Total plan assets at end of year | 2010-12-31 | $503,589 |
| Total plan assets at beginning of year | 2010-12-31 | $422,479 |
| Total contributions received or receivable from participants | 2010-12-31 | $32,462 |
| Other income received | 2010-12-31 | $61,724 |
| Net income (gross income less expenses) | 2010-12-31 | $81,110 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $503,589 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $422,479 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $16,378 |
| 2022: THE TRUSTEES OF BOLTE REAL ESTATE INC. BOLTE INSURANCE INC. 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: THE TRUSTEES OF BOLTE REAL ESTATE INC. BOLTE INSURANCE INC. 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: THE TRUSTEES OF BOLTE REAL ESTATE INC. BOLTE INSURANCE INC. 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: THE TRUSTEES OF BOLTE REAL ESTATE INC. BOLTE INSURANCE INC. 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: THE TRUSTEES OF BOLTE REAL ESTATE INC. BOLTE INSURANCE INC. 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: THE TRUSTEES OF BOLTE REAL ESTATE INC. BOLTE INSURANCE INC. 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: THE TRUSTEES OF BOLTE REAL ESTATE INC. BOLTE INSURANCE INC. 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: THE TRUSTEES OF BOLTE REAL ESTATE INC. BOLTE INSURANCE INC. 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: THE TRUSTEES OF BOLTE REAL ESTATE INC. BOLTE INSURANCE INC. 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: THE TRUSTEES OF BOLTE REAL ESTATE INC. BOLTE INSURANCE INC. 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Mulitple employer plan |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: THE TRUSTEES OF BOLTE REAL ESTATE INC. BOLTE INSURANCE INC. 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Mulitple employer plan |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: THE TRUSTEES OF BOLTE REAL ESTATE INC. BOLTE INSURANCE INC. 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Mulitple employer plan |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: THE TRUSTEES OF BOLTE REAL ESTATE INC. BOLTE INSURANCE INC. 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Mulitple employer plan |
| 2009-01-01 | Submission has been amended | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 26893 |
| Policy instance | 1 |
| Insurance contract or identification number | 26893 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $4,110 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,110 | | Additional information about fees paid to insurance broker | COMMISSIONS AND OTHER ALLOWANCES | | Insurance broker organization code? | 7 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 26893 |
| Policy instance | 1 |
| Insurance contract or identification number | 26893 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of fees paid to insurance company | USD $4,441 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 4441 | | Additional information about fees paid to insurance broker | COMMISSIONS AND OTHER ALLOWANCES | | Insurance broker organization code? | 7 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 26893 |
| Policy instance | 1 |
| Insurance contract or identification number | 26893 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of fees paid to insurance company | USD $3,118 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 3118 | | Additional information about fees paid to insurance broker | COMMISSIONS AND OTHER ALLOWANCES | | Insurance broker organization code? | 7 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 26893 |
| Policy instance | 1 |
| Insurance contract or identification number | 26893 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of fees paid to insurance company | USD $2,799 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 2799 | | Additional information about fees paid to insurance broker | COMMISSIONS AND OTHER ALLOWANCES | | Insurance broker organization code? | 7 |
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| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 26893 |
| Policy instance | 1 |
| Insurance contract or identification number | 26893 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of fees paid to insurance company | USD $2,493 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 2493 | | Additional information about fees paid to insurance broker | COMMISSIONS AND OTHER ALLOWANCES | | Insurance broker organization code? | 7 |
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| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 26893 |
| Policy instance | 1 |
| Insurance contract or identification number | 26893 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of fees paid to insurance company | USD $608 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 608 | | Additional information about fees paid to insurance broker | COMMISSIONS AND OTHER ALLOWANCES | | Insurance broker organization code? | 7 | | Insurance broker name | EDWARD D JONES & COMPANY |
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| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 26893 |
| Policy instance | 1 |
| Insurance contract or identification number | 26893 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of fees paid to insurance company | USD $2,010 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 2010 | | Additional information about fees paid to insurance broker | COMMISSIONS AND OTHER ALLOWANCES | | Insurance broker organization code? | 7 | | Insurance broker name | EDWARD D JONES & COMPANY |
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| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 26893 |
| Policy instance | 1 |
| Insurance contract or identification number | 26893 | | Number of Individuals Covered | 7 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $2,197 | | Total amount of fees paid to insurance company | USD $2,197 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,197 | | Amount paid for insurance broker fees | 2197 | | Additional information about fees paid to insurance broker | COMMISSIONS AND OTHER ALLOWANCES | | Insurance broker organization code? | 7 | | Insurance broker name | EDWARD D JONES & COMPANY |
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| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 26893 |
| Policy instance | 1 |
| Insurance contract or identification number | 26893 | | Number of Individuals Covered | 7 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $3,974 | | Total amount of fees paid to insurance company | USD $3,974 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,974 | | Amount paid for insurance broker fees | 3974 | | Additional information about fees paid to insurance broker | COMMISSIONS AND OTHER ALLOWANCES | | Insurance broker organization code? | 7 | | Insurance broker name | EDWARD D JONES & COMPANY |
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| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 26893 |
| Policy instance | 1 |
| Insurance contract or identification number | 26893 | | Number of Individuals Covered | 7 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of fees paid to insurance company | USD $3,690 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 3690 | | Additional information about fees paid to insurance broker | COMMISSIONS AND OTHER ALLOWANCES | | Insurance broker organization code? | 7 | | Insurance broker name | EDWARD D JONES & COMPANY |
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| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 26893 |
| Policy instance | 1 |
| Insurance contract or identification number | 26893 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of fees paid to insurance company | USD $3,147 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 26893 |
| Policy instance | 1 |
| Insurance contract or identification number | 26893 | | Number of Individuals Covered | 7 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $2,408 | | Total amount of fees paid to insurance company | USD $2,408 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Commission paid to Insurance Broker | USD $2,408 | | Amount paid for insurance broker fees | 2408 | | Additional information about fees paid to insurance broker | COMMISSIONS AND OTHER ALLOWANCES | | Insurance broker organization code? | 7 | | Insurance broker name | EDWARD D JONES & COMPANY |
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