K & G ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.
Additional information about K & G ASSOCIATES, INC.
Submission information for form 5500 for 401k plan K & G ASSOCIATES, INC. 401(K) PLAN
401k plan membership statisitcs for K & G ASSOCIATES, INC. 401(K) PLAN
| Measure | Date | Value |
|---|
| 2022: K & G ASSOCIATES, INC. 401(K) PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 22 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 18 |
| 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 | 4 |
| Total of all active and inactive participants | 2022-01-01 | 22 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 22 |
| Number of participants with account balances | 2022-01-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: K & G ASSOCIATES, INC. 401(K) PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 29 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 17 |
| 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 | 4 |
| Total of all active and inactive participants | 2021-01-01 | 21 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 21 |
| Number of participants with account balances | 2021-01-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: K & G ASSOCIATES, INC. 401(K) PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 33 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 26 |
| 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 | 3 |
| Total of all active and inactive participants | 2020-01-01 | 29 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 29 |
| Number of participants with account balances | 2020-01-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: K & G ASSOCIATES, INC. 401(K) PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 34 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 30 |
| 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 | 3 |
| Total of all active and inactive participants | 2019-01-01 | 33 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 33 |
| Number of participants with account balances | 2019-01-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: K & G ASSOCIATES, INC. 401(K) PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 31 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 31 |
| 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 | 3 |
| Total of all active and inactive participants | 2018-01-01 | 34 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 34 |
| Number of participants with account balances | 2018-01-01 | 10 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: K & G ASSOCIATES, INC. 401(K) PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 28 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 27 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 3 |
| Total of all active and inactive participants | 2017-01-01 | 30 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 30 |
| Number of participants with account balances | 2017-01-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: K & G ASSOCIATES, INC. 401(K) PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 36 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 24 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 2 |
| Total of all active and inactive participants | 2016-01-01 | 26 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 26 |
| Number of participants with account balances | 2016-01-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: K & G ASSOCIATES, INC. 401(K) PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 28 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 30 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 2 |
| Total of all active and inactive participants | 2015-01-01 | 32 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 32 |
| Number of participants with account balances | 2015-01-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: K & G ASSOCIATES, INC. 401(K) PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 26 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 26 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 2 |
| Total of all active and inactive participants | 2014-01-01 | 28 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 28 |
| Number of participants with account balances | 2014-01-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: K & G ASSOCIATES, INC. 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 | 23 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 2 |
| Total of all active and inactive participants | 2013-01-01 | 25 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 25 |
| Number of participants with account balances | 2013-01-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2022 : K & G ASSOCIATES, INC. 401(K) PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-44,916 |
| Total plan assets at end of year | 2022-12-31 | $255,480 |
| Total plan assets at beginning of year | 2022-12-31 | $300,396 |
| Value of fidelity bond covering the plan | 2022-12-31 | $25,548 |
| Total contributions received or receivable from participants | 2022-12-31 | $11,870 |
| Other income received | 2022-12-31 | $-56,786 |
| Net income (gross income less expenses) | 2022-12-31 | $-44,916 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $255,480 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $300,396 |
| 2021 : K & G ASSOCIATES, INC. 401(K) PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $82,471 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $259,534 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $259,534 |
| Total plan assets at end of year | 2021-12-31 | $300,396 |
| Total plan assets at beginning of year | 2021-12-31 | $477,459 |
| Value of fidelity bond covering the plan | 2021-12-31 | $30,039 |
| Total contributions received or receivable from participants | 2021-12-31 | $11,470 |
| Other income received | 2021-12-31 | $71,001 |
| Net income (gross income less expenses) | 2021-12-31 | $-177,063 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $300,396 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $477,459 |
| 2020 : K & G ASSOCIATES, INC. 401(K) PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $72,853 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $33,610 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $31,598 |
| Total plan assets at end of year | 2020-12-31 | $477,459 |
| Total plan assets at beginning of year | 2020-12-31 | $438,216 |
| Value of fidelity bond covering the plan | 2020-12-31 | $47,746 |
| Total contributions received or receivable from participants | 2020-12-31 | $11,320 |
| Other income received | 2020-12-31 | $61,533 |
| Net income (gross income less expenses) | 2020-12-31 | $39,243 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $477,459 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $438,216 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $2,012 |
| 2019 : K & G ASSOCIATES, INC. 401(K) PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $92,924 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $1,458 |
| Total plan assets at end of year | 2019-12-31 | $438,216 |
| Total plan assets at beginning of year | 2019-12-31 | $346,750 |
| Value of fidelity bond covering the plan | 2019-12-31 | $43,822 |
| Total contributions received or receivable from participants | 2019-12-31 | $14,084 |
| Other income received | 2019-12-31 | $78,840 |
| Net income (gross income less expenses) | 2019-12-31 | $91,466 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $438,216 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $346,750 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $1,458 |
| 2018 : K & G ASSOCIATES, INC. 401(K) PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-15,572 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $5,429 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $3,567 |
| Total plan assets at end of year | 2018-12-31 | $346,750 |
| Total plan assets at beginning of year | 2018-12-31 | $367,751 |
| Value of fidelity bond covering the plan | 2018-12-31 | $34,675 |
| Total contributions received or receivable from participants | 2018-12-31 | $13,858 |
| Other income received | 2018-12-31 | $-29,430 |
| Net income (gross income less expenses) | 2018-12-31 | $-21,001 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $346,750 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $367,751 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $1,862 |
| 2017 : K & G ASSOCIATES, INC. 401(K) PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $70,699 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $1,317 |
| Total plan assets at end of year | 2017-12-31 | $367,751 |
| Total plan assets at beginning of year | 2017-12-31 | $298,369 |
| Value of fidelity bond covering the plan | 2017-12-31 | $36,775 |
| Total contributions received or receivable from participants | 2017-12-31 | $14,127 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $1,508 |
| Other income received | 2017-12-31 | $55,064 |
| Net income (gross income less expenses) | 2017-12-31 | $69,382 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $367,751 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $298,369 |
| Assets. Value of participant loans | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $1,317 |
| 2016 : K & G ASSOCIATES, INC. 401(K) PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $31,132 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $1,498 |
| Total plan assets at end of year | 2016-12-31 | $298,369 |
| Total plan assets at beginning of year | 2016-12-31 | $268,735 |
| Value of fidelity bond covering the plan | 2016-12-31 | $29,837 |
| Total contributions received or receivable from participants | 2016-12-31 | $10,485 |
| Other income received | 2016-12-31 | $20,647 |
| Net income (gross income less expenses) | 2016-12-31 | $29,634 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $298,369 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $268,735 |
| Assets. Value of participant loans | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $1,498 |
| 2015 : K & G ASSOCIATES, INC. 401(K) PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $5,308 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $1,476 |
| Total plan assets at end of year | 2015-12-31 | $268,735 |
| Total plan assets at beginning of year | 2015-12-31 | $264,903 |
| Value of fidelity bond covering the plan | 2015-12-31 | $26,873 |
| Total contributions received or receivable from participants | 2015-12-31 | $9,375 |
| Other income received | 2015-12-31 | $-4,067 |
| Net income (gross income less expenses) | 2015-12-31 | $3,832 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $268,735 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $264,903 |
| Assets. Value of participant loans | 2015-12-31 | $265 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $1,476 |
| 2014 : K & G ASSOCIATES, INC. 401(K) PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $20,733 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $1,428 |
| Total plan assets at end of year | 2014-12-31 | $264,903 |
| Total plan assets at beginning of year | 2014-12-31 | $245,598 |
| Value of fidelity bond covering the plan | 2014-12-31 | $26,490 |
| Total contributions received or receivable from participants | 2014-12-31 | $7,045 |
| Other income received | 2014-12-31 | $13,688 |
| Net income (gross income less expenses) | 2014-12-31 | $19,305 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $264,903 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $245,598 |
| Assets. Value of participant loans | 2014-12-31 | $2,871 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $1,428 |
| 2013 : K & G ASSOCIATES, INC. 401(K) PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $245,598 |
| Total plan assets at end of year | 2013-12-31 | $245,598 |
| Total plan assets at beginning of year | 2013-12-31 | $0 |
| Value of fidelity bond covering the plan | 2013-12-31 | $25,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $1,815 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $238,508 |
| Other income received | 2013-12-31 | $5,275 |
| Net income (gross income less expenses) | 2013-12-31 | $245,598 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $245,598 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $0 |
| Assets. Value of participant loans | 2013-12-31 | $3,500 |
| 2022: K & G ASSOCIATES, INC. 401(K) PLAN 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 – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: K & G ASSOCIATES, INC. 401(K) PLAN 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 – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: K & G ASSOCIATES, INC. 401(K) PLAN 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 – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: K & G ASSOCIATES, INC. 401(K) PLAN 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 – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: K & G ASSOCIATES, INC. 401(K) PLAN 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 – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: K & G ASSOCIATES, INC. 401(K) PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 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: K & G ASSOCIATES, INC. 401(K) PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 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: K & G ASSOCIATES, INC. 401(K) PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 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: K & G ASSOCIATES, INC. 401(K) PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 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: K & G ASSOCIATES, INC. 401(K) PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | First time form 5500 has been submitted | Yes |
| 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 |
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 113131 |
| Policy instance | 1 |
| Insurance contract or identification number | 113131 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $987 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with unallocated funds for contracts of type 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 $987 | | Insurance broker organization code? | 3 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 113131 |
| Policy instance | 1 |
| Insurance contract or identification number | 113131 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $1,471 | | Are there contracts with unallocated funds for contracts of type 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 | 1451 | | Insurance broker organization code? | 3 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 113131 |
| Policy instance | 1 |
| Insurance contract or identification number | 113131 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $1,498 | | Total amount of fees paid to insurance company | USD $203 | | Are there contracts with unallocated funds for contracts of type 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 $1,498 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 203 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 113131 |
| Policy instance | 1 |
| Insurance contract or identification number | 113131 | | Number of Individuals Covered | 9 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $1,458 | | Total amount of fees paid to insurance company | USD $183 | | Are there contracts with unallocated funds for contracts of type 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 $1,458 | | Amount paid for insurance broker fees | 183 | | Insurance broker organization code? | 3 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 113131 |
| Policy instance | 1 |
| Insurance contract or identification number | 113131 | | Number of Individuals Covered | 9 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $1,383 | | Total amount of fees paid to insurance company | USD $22 | | Are there contracts with unallocated funds for contracts of type 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 $1,383 | | Amount paid for insurance broker fees | 22 | | Insurance broker organization code? | 3 | | Insurance broker name | MORGAN STANLEY SERVICES |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 113131 |
| Policy instance | 1 |
| Insurance contract or identification number | 113131 | | 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 $1,225 | | Total amount of fees paid to insurance company | USD $92 | | Are there contracts with unallocated funds for contracts of type 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 $1,225 | | Amount paid for insurance broker fees | 92 | | Insurance broker organization code? | 3 | | Insurance broker name | MORGAN STANLEY SERVICES |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 113131 |
| Policy instance | 1 |
| Insurance contract or identification number | 113131 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2016-01-01 | | Insurance policy end date | 2016-12-31 | | Total amount of commissions paid to insurance broker | USD $1,017 | | Total amount of fees paid to insurance company | USD $134 | | Are there contracts with unallocated funds for contracts of type 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 $1,017 | | Amount paid for insurance broker fees | 134 | | Insurance broker organization code? | 3 | | Insurance broker name | MORGAN STANLEY SERVICES |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 113131 |
| Policy instance | 1 |
| Insurance contract or identification number | 113131 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $1,102 | | Are there contracts with unallocated funds for contracts of type 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 $1,102 | | Insurance broker organization code? | 3 | | Insurance broker name | MORGAN STANLEY SERVICES |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 113131 |
| Policy instance | 1 |
| Insurance contract or identification number | 113131 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $1,041 | | Total amount of fees paid to insurance company | USD $400 | | Are there contracts with unallocated funds for contracts of type 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 $1,041 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 400 | | Insurance broker name | ERICKSON, BROWN & KLOSTER, P.C. |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 113131 |
| Policy instance | 1 |
| Insurance contract or identification number | 113131 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 | | Insurance broker name | MORGAN STANLEY SERVICES |
|
