MIDDLE TENNESSEE VASCULAR ASSOCIATES, PLLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MIDDLE TENNESSEE VASCULAR 401(K) PLAN
| Measure | Date | Value |
|---|
| 2018: MIDDLE TENNESSEE VASCULAR 401(K) PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 0 |
| 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 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 0 |
| Number of participants with account balances | 2018-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: MIDDLE TENNESSEE VASCULAR 401(K) PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 19 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 5 |
| Total of all active and inactive participants | 2017-01-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 7 |
| Number of participants with account balances | 2017-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: MIDDLE TENNESSEE VASCULAR 401(K) PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 21 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 14 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 2 |
| Total of all active and inactive participants | 2016-01-01 | 19 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 19 |
| Number of participants with account balances | 2016-01-01 | 16 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: MIDDLE TENNESSEE VASCULAR 401(K) PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 19 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 17 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 2 |
| Total of all active and inactive participants | 2015-01-01 | 21 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 21 |
| Number of participants with account balances | 2015-01-01 | 17 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: MIDDLE TENNESSEE VASCULAR 401(K) PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 17 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 13 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 3 |
| Total of all active and inactive participants | 2014-01-01 | 17 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 17 |
| Number of participants with account balances | 2014-01-01 | 15 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: MIDDLE TENNESSEE VASCULAR 401(K) PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 18 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 14 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
| Total of all active and inactive participants | 2013-01-01 | 17 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 17 |
| Number of participants with account balances | 2013-01-01 | 16 |
| 2012: MIDDLE TENNESSEE VASCULAR 401(K) PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 18 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 12 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 4 |
| Total of all active and inactive participants | 2012-01-01 | 17 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 17 |
| Number of participants with account balances | 2012-01-01 | 15 |
| 2011: MIDDLE TENNESSEE VASCULAR 401(K) PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 18 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 11 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 6 |
| Total of all active and inactive participants | 2011-01-01 | 18 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 18 |
| Number of participants with account balances | 2011-01-01 | 18 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2018 : MIDDLE TENNESSEE VASCULAR 401(K) PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-06-15 | $180,780 |
| Expenses. Total of all expenses incurred | 2018-06-15 | $2,301,558 |
| Benefits paid (including direct rollovers) | 2018-06-15 | $2,300,315 |
| Total plan assets at end of year | 2018-06-15 | $0 |
| Total plan assets at beginning of year | 2018-06-15 | $2,120,778 |
| Value of fidelity bond covering the plan | 2018-06-15 | $350,000 |
| Other income received | 2018-06-15 | $180,780 |
| Net income (gross income less expenses) | 2018-06-15 | $-2,120,778 |
| Net plan assets at end of year (total assets less liabilities) | 2018-06-15 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-06-15 | $2,120,778 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-06-15 | $1,243 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-06-15 | $0 |
| 2017 : MIDDLE TENNESSEE VASCULAR 401(K) PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $421,953 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $421,532 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $420,245 |
| Total plan assets at end of year | 2017-12-31 | $2,120,778 |
| Total plan assets at beginning of year | 2017-12-31 | $2,120,357 |
| Value of fidelity bond covering the plan | 2017-12-31 | $350,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $11,277 |
| Other income received | 2017-12-31 | $402,364 |
| Net income (gross income less expenses) | 2017-12-31 | $421 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,120,778 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,120,357 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $8,312 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $1,287 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : MIDDLE TENNESSEE VASCULAR 401(K) PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $62,990 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $36,628 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $34,962 |
| Total plan assets at end of year | 2016-12-31 | $2,120,357 |
| Total plan assets at beginning of year | 2016-12-31 | $2,093,995 |
| Value of fidelity bond covering the plan | 2016-12-31 | $350,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $45,299 |
| Other income received | 2016-12-31 | $-15,016 |
| Net income (gross income less expenses) | 2016-12-31 | $26,362 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,120,357 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,093,995 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2016-12-31 | $260 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $32,707 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $1,666 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : MIDDLE TENNESSEE VASCULAR 401(K) PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $195,213 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $5,039 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $4,406 |
| Total plan assets at end of year | 2015-12-31 | $2,093,995 |
| Total plan assets at beginning of year | 2015-12-31 | $1,903,821 |
| Value of fidelity bond covering the plan | 2015-12-31 | $350,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $74,876 |
| Other income received | 2015-12-31 | $75,473 |
| Net income (gross income less expenses) | 2015-12-31 | $190,174 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,093,995 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,903,821 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2015-12-31 | $1,440 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $44,864 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $633 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : MIDDLE TENNESSEE VASCULAR 401(K) PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $330,707 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $17,230 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $16,530 |
| Total plan assets at end of year | 2014-12-31 | $1,903,821 |
| Total plan assets at beginning of year | 2014-12-31 | $1,590,344 |
| Value of fidelity bond covering the plan | 2014-12-31 | $350,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $62,763 |
| Other income received | 2014-12-31 | $228,240 |
| Net income (gross income less expenses) | 2014-12-31 | $313,477 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,903,821 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,590,344 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $39,704 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $700 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : MIDDLE TENNESSEE VASCULAR 401(K) PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $170,765 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $42,972 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $42,210 |
| Total plan assets at end of year | 2013-12-31 | $1,590,344 |
| Total plan assets at beginning of year | 2013-12-31 | $1,462,551 |
| Value of fidelity bond covering the plan | 2013-12-31 | $350,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $69,642 |
| Other income received | 2013-12-31 | $72,213 |
| Net income (gross income less expenses) | 2013-12-31 | $127,793 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,590,344 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,462,551 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $28,910 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $762 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : MIDDLE TENNESSEE VASCULAR 401(K) PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $234,236 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $58,730 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $58,163 |
| Total plan assets at end of year | 2012-12-31 | $1,462,551 |
| Total plan assets at beginning of year | 2012-12-31 | $1,287,045 |
| Value of fidelity bond covering the plan | 2012-12-31 | $350,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $70,361 |
| Other income received | 2012-12-31 | $124,050 |
| Net income (gross income less expenses) | 2012-12-31 | $175,506 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,462,551 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,287,045 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $39,825 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $567 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : MIDDLE TENNESSEE VASCULAR 401(K) PLAN 2011 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $2,780 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $4,253 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $3,534 |
| Total plan assets at end of year | 2011-12-31 | $1,287,045 |
| Total plan assets at beginning of year | 2011-12-31 | $1,288,518 |
| Value of fidelity bond covering the plan | 2011-12-31 | $350,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $29,023 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $380 |
| Other income received | 2011-12-31 | $-46,071 |
| Net income (gross income less expenses) | 2011-12-31 | $-1,473 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,287,045 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,288,518 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2011-12-31 | $2,322 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $19,828 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $339 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2018: MIDDLE TENNESSEE VASCULAR 401(K) PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | Yes |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: MIDDLE TENNESSEE VASCULAR 401(K) PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: MIDDLE TENNESSEE VASCULAR 401(K) PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: MIDDLE TENNESSEE VASCULAR 401(K) PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: MIDDLE TENNESSEE VASCULAR 401(K) PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: MIDDLE TENNESSEE VASCULAR 401(K) PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: MIDDLE TENNESSEE VASCULAR 401(K) PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: MIDDLE TENNESSEE VASCULAR 401(K) PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 95929 |
| Policy instance | 1 |
| Insurance contract or identification number | 95929 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-06-15 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $391 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 391 | | Additional information about fees paid to insurance broker | TPA COMPENSATION | | Insurance broker organization code? | 5 | | Insurance broker name | ACCESS RETIREMENT SERVICES, LLC |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 95929 |
| Policy instance | 1 |
| Insurance contract or identification number | 95929 | | Number of Individuals Covered | 9 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $1,029 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 1029 | | Additional information about fees paid to insurance broker | TPA COMPENSATION | | Insurance broker organization code? | 5 | | Insurance broker name | ACCESS RETIREMENT SERVICES, LLC |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 95929 |
| Policy instance | 1 |
| Insurance contract or identification number | 95929 | | Number of Individuals Covered | 19 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $11,462 | | Total amount of fees paid to insurance company | USD $957 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $11,462 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | BROKER COMPENSATION | | Insurance broker organization code? | 7 | | Insurance broker name | ACCESS RETIREMENT SERVICES, LLC |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 95929 |
| Policy instance | 1 |
| Insurance contract or identification number | 95929 | | Number of Individuals Covered | 16 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $9,705 | | Total amount of fees paid to insurance company | USD $823 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $9,705 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | BROKER COMPENSATION | | Insurance broker organization code? | 7 | | Insurance broker name | ACCESS RETIREMENT SERVICES, LLC |
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| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 95929 |
| Policy instance | 1 |
| Insurance contract or identification number | 95929 | | Number of Individuals Covered | 18 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $8,566 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 7885 | | Additional information about fees paid to insurance broker | BROKER COMPENSATION | | Insurance broker organization code? | 7 | | Insurance broker name | ACCESS RETIREMENT SERVICES, LLC |
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| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 95929 |
| Policy instance | 1 |
| Insurance contract or identification number | 95929 | | Number of Individuals Covered | 17 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $2,765 | | Total amount of fees paid to insurance company | USD $5,292 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,765 | | Amount paid for insurance broker fees | 4578 | | Additional information about fees paid to insurance broker | BROKER COMPENSATION | | Insurance broker organization code? | 7 | | Insurance broker name | ACCESS RETIREMENT SERVICES, LLC |
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| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 95929 |
| Policy instance | 1 |
| Insurance contract or identification number | 95929 | | Number of Individuals Covered | 20 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $6,443 | | Total amount of fees paid to insurance company | USD $588 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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