401k Plan data: H & H INSURANCE SERVICES, INC. PROFIT SHARING PLAN plan

H & H INSURANCE SERVICES, INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	H & H INSURANCE SERVICES, INC. PROFIT SHARING PLAN
Plan identification number	001

H & H INSURANCE SERVICES, INC. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

H & H INSURANCE SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name: H & H INSURANCE SERVICES, INC.

Employer identification number (EIN): 581747866

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Additional information about H & H INSURANCE SERVICES, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 2003-10-03

Company Identification Number: P03000109040

Legal Registered Office Address: 1070 BLACK ACRE TRAIL

WINTER SPRINGS

32708

More information about H & H INSURANCE SERVICES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan H & H INSURANCE SERVICES, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 CHRISTOPHER WORTHAM 2024-03-10
001 2022-01-01 CHRISTOPHER WORTHAM 2023-03-20 CHRISTOPHER WORTHAM 2023-03-20
001 2021-01-01 CHRISTOPHER WORTHAM 2022-05-03 CHRISTOPHER WORTHAM 2022-05-03
001 2020-01-01 CHRISTOPHER WORTHAM 2021-03-08 CHRISTOPHER WORTHAM 2021-03-08
001 2019-01-01 CHRISTOPHER WORTHAM 2020-06-03 CHRISTOPHER WORTHAM 2020-06-03
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 CHRISTOPHER WORTHAM
001 2013-01-01 CHRISTOPHER WORTHAM
001 2012-01-01 CHRISTOPHER WORTHAM 2013-10-03
001 2011-01-01 CHRISTOPHER WORTHAM 2012-07-25
001 2009-01-01 CHRISTOPHER WORTHAM

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	CHRISTOPHER WORTHAM	2024-03-10
001	2022-01-01	CHRISTOPHER WORTHAM	2023-03-20	CHRISTOPHER WORTHAM	2023-03-20
001	2021-01-01	CHRISTOPHER WORTHAM	2022-05-03	CHRISTOPHER WORTHAM	2022-05-03
001	2020-01-01	CHRISTOPHER WORTHAM	2021-03-08	CHRISTOPHER WORTHAM	2021-03-08
001	2019-01-01	CHRISTOPHER WORTHAM	2020-06-03	CHRISTOPHER WORTHAM	2020-06-03
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	CHRISTOPHER WORTHAM
001	2013-01-01	CHRISTOPHER WORTHAM
001	2012-01-01	CHRISTOPHER WORTHAM	2013-10-03
001	2011-01-01	CHRISTOPHER WORTHAM	2012-07-25
001	2009-01-01	CHRISTOPHER WORTHAM

Plan Statistics for H & H INSURANCE SERVICES, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for H & H INSURANCE SERVICES, INC. PROFIT SHARING PLAN

Measure Date Value
2023: H & H INSURANCE SERVICES, INC. PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 21
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 5
Total of all active and inactive participants 2023-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 26
Number of participants with account balances 2023-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: H & H INSURANCE SERVICES, INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 19
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 5
Total of all active and inactive participants 2022-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 25
Number of participants with account balances 2022-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: H & H INSURANCE SERVICES, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 19
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 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 24
Number of participants with account balances 2021-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: H & H INSURANCE SERVICES, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 18
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 2
Total of all active and inactive participants 2020-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 21
Number of participants with account balances 2020-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: H & H INSURANCE SERVICES, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 20
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 1
Total of all active and inactive participants 2019-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 21
Number of participants with account balances 2019-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: H & H INSURANCE SERVICES, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 21
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 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 21
Number of participants with account balances 2018-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: H & H INSURANCE SERVICES, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 19
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 1
Total of all active and inactive participants 2017-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 20
Number of participants with account balances 2017-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: H & H INSURANCE SERVICES, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 17
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 1
Total of all active and inactive participants 2016-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 18
Number of participants with account balances 2016-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: H & H INSURANCE SERVICES, INC. PROFIT SHARING 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 16
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 1
Total of all active and inactive participants 2015-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 18
Number of participants with account balances 2015-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: H & H INSURANCE SERVICES, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 19
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 0
Total of all active and inactive participants 2014-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 19
Number of participants with account balances 2014-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: H & H INSURANCE SERVICES, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 16
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 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 18
Number of participants with account balances 2013-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2009: H & H INSURANCE SERVICES, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 22
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 3
Total of all active and inactive participants 2009-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 25
Number of participants with account balances 2009-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: H & H INSURANCE SERVICES, INC. PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	21
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	5
Total of all active and inactive participants	2023-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	26
Number of participants with account balances	2023-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: H & H INSURANCE SERVICES, INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	19
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	5
Total of all active and inactive participants	2022-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	25
Number of participants with account balances	2022-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: H & H INSURANCE SERVICES, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	19
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	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	24
Number of participants with account balances	2021-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: H & H INSURANCE SERVICES, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	18
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	2
Total of all active and inactive participants	2020-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	21
Number of participants with account balances	2020-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: H & H INSURANCE SERVICES, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	20
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	1
Total of all active and inactive participants	2019-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	21
Number of participants with account balances	2019-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: H & H INSURANCE SERVICES, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	21
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	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	21
Number of participants with account balances	2018-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: H & H INSURANCE SERVICES, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	19
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	1
Total of all active and inactive participants	2017-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	20
Number of participants with account balances	2017-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: H & H INSURANCE SERVICES, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	17
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	1
Total of all active and inactive participants	2016-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	18
Number of participants with account balances	2016-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: H & H INSURANCE SERVICES, INC. PROFIT SHARING 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	16
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	1
Total of all active and inactive participants	2015-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	18
Number of participants with account balances	2015-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: H & H INSURANCE SERVICES, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	19
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	0
Total of all active and inactive participants	2014-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	19
Number of participants with account balances	2014-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: H & H INSURANCE SERVICES, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	16
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	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	18
Number of participants with account balances	2013-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2009: H & H INSURANCE SERVICES, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	22
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	3
Total of all active and inactive participants	2009-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	25
Number of participants with account balances	2009-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on H & H INSURANCE SERVICES, INC. PROFIT SHARING PLAN

Measure	Date	Value
2023 : H & H INSURANCE SERVICES, INC. PROFIT SHARING PLAN 2023 401k financial data
Transfers to/from the plan	2023-12-31	$0
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$869,605
Expenses. Total of all expenses incurred	2023-12-31	$972,662
Benefits paid (including direct rollovers)	2023-12-31	$935,531
Total plan assets at end of year	2023-12-31	$4,267,638
Total plan assets at beginning of year	2023-12-31	$4,370,695
Value of fidelity bond covering the plan	2023-12-31	$1,000,000
Total contributions received or receivable from participants	2023-12-31	$296,771
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Contributions received from other sources (not participants or employers)	2023-12-31	$35,304
Other income received	2023-12-31	$500,384
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$-103,057
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$4,267,638
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$4,370,695
Assets. Value of participant loans	2023-12-31	$63,195
Total contributions received or receivable from employer(s)	2023-12-31	$37,146
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$37,131
2022 : H & H INSURANCE SERVICES, INC. PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-247,180
Expenses. Total of all expenses incurred	2022-12-31	$280,192
Benefits paid (including direct rollovers)	2022-12-31	$243,683
Total plan assets at end of year	2022-12-31	$4,370,695
Total plan assets at beginning of year	2022-12-31	$4,898,067
Value of fidelity bond covering the plan	2022-12-31	$1,000,000
Total contributions received or receivable from participants	2022-12-31	$255,360
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-529,924
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-527,372
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$4,370,695
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$4,898,067
Assets. Value of participant loans	2022-12-31	$28,797
Total contributions received or receivable from employer(s)	2022-12-31	$27,384
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$36,509
2021 : H & H INSURANCE SERVICES, INC. PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$657,527
Expenses. Total of all expenses incurred	2021-12-31	$75,896
Benefits paid (including direct rollovers)	2021-12-31	$38,002
Total plan assets at end of year	2021-12-31	$4,898,067
Total plan assets at beginning of year	2021-12-31	$4,316,436
Value of fidelity bond covering the plan	2021-12-31	$1,000,000
Total contributions received or receivable from participants	2021-12-31	$192,502
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$441,225
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$581,631
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$4,898,067
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$4,316,436
Assets. Value of participant loans	2021-12-31	$16,173
Total contributions received or receivable from employer(s)	2021-12-31	$23,800
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$37,894
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : H & H INSURANCE SERVICES, INC. PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$508,940
Expenses. Total of all expenses incurred	2020-12-31	$756,522
Benefits paid (including direct rollovers)	2020-12-31	$723,118
Total plan assets at end of year	2020-12-31	$4,316,436
Total plan assets at beginning of year	2020-12-31	$4,564,018
Value of fidelity bond covering the plan	2020-12-31	$350,000
Total contributions received or receivable from participants	2020-12-31	$183,560
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$40,699
Other income received	2020-12-31	$260,131
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$-247,582
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$4,316,436
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$4,564,018
Assets. Value of participant loans	2020-12-31	$21,998
Total contributions received or receivable from employer(s)	2020-12-31	$24,550
Value of certain deemed distributions of participant loans	2020-12-31	$3
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$33,401
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : H & H INSURANCE SERVICES, INC. PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$991,938
Expenses. Total of all expenses incurred	2019-12-31	$109,884
Benefits paid (including direct rollovers)	2019-12-31	$86,215
Total plan assets at end of year	2019-12-31	$4,564,018
Total plan assets at beginning of year	2019-12-31	$3,681,964
Value of fidelity bond covering the plan	2019-12-31	$350,000
Total contributions received or receivable from participants	2019-12-31	$175,014
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$46,700
Other income received	2019-12-31	$745,917
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$882,054
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$4,564,018
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,681,964
Assets. Value of participant loans	2019-12-31	$32,337
Total contributions received or receivable from employer(s)	2019-12-31	$24,307
Value of certain deemed distributions of participant loans	2019-12-31	$4,940
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$18,729
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : H & H INSURANCE SERVICES, INC. PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-15,324
Expenses. Total of all expenses incurred	2018-12-31	$55,138
Benefits paid (including direct rollovers)	2018-12-31	$28,135
Total plan assets at end of year	2018-12-31	$3,681,964
Total plan assets at beginning of year	2018-12-31	$3,752,426
Value of fidelity bond covering the plan	2018-12-31	$350,000
Total contributions received or receivable from participants	2018-12-31	$166,581
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$1,363
Other income received	2018-12-31	$-207,299
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-70,462
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,681,964
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,752,426
Assets. Value of participant loans	2018-12-31	$22,459
Total contributions received or receivable from employer(s)	2018-12-31	$24,031
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$27,003
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : H & H INSURANCE SERVICES, INC. PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$544,718
Expenses. Total of all expenses incurred	2017-12-31	$4,437
Benefits paid (including direct rollovers)	2017-12-31	$781
Total plan assets at end of year	2017-12-31	$3,752,426
Total plan assets at beginning of year	2017-12-31	$3,212,145
Value of fidelity bond covering the plan	2017-12-31	$350,000
Total contributions received or receivable from participants	2017-12-31	$162,777
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$359,892
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$540,281
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,752,426
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$3,212,145
Assets. Value of participant loans	2017-12-31	$40,525
Total contributions received or receivable from employer(s)	2017-12-31	$22,049
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$3,656
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : H & H INSURANCE SERVICES, INC. PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$438,344
Expenses. Total of all expenses incurred	2016-12-31	$483,436
Benefits paid (including direct rollovers)	2016-12-31	$472,231
Total plan assets at end of year	2016-12-31	$3,212,145
Total plan assets at beginning of year	2016-12-31	$3,257,237
Value of fidelity bond covering the plan	2016-12-31	$300,000
Total contributions received or receivable from participants	2016-12-31	$142,161
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$277,282
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$-45,092
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$3,212,145
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$3,257,237
Assets. Value of participant loans	2016-12-31	$48,783
Total contributions received or receivable from employer(s)	2016-12-31	$18,901
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$7,278
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$3,927
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : H & H INSURANCE SERVICES, INC. PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$133,584
Expenses. Total of all expenses incurred	2015-12-31	$136,727
Benefits paid (including direct rollovers)	2015-12-31	$132,815
Total plan assets at end of year	2015-12-31	$3,257,237
Total plan assets at beginning of year	2015-12-31	$3,260,380
Value of fidelity bond covering the plan	2015-12-31	$300,000
Total contributions received or receivable from participants	2015-12-31	$160,468
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-45,023
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-3,143
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,257,237
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,260,380
Assets. Value of participant loans	2015-12-31	$35,016
Total contributions received or receivable from employer(s)	2015-12-31	$18,139
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$3,912
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : H & H INSURANCE SERVICES, INC. PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$371,451
Expenses. Total of all expenses incurred	2014-12-31	$57,312
Benefits paid (including direct rollovers)	2014-12-31	$53,333
Total plan assets at end of year	2014-12-31	$3,260,380
Total plan assets at beginning of year	2014-12-31	$2,946,241
Value of fidelity bond covering the plan	2014-12-31	$300,000
Total contributions received or receivable from participants	2014-12-31	$124,075
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$228,973
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$314,139
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,260,380
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,946,241
Assets. Value of participant loans	2014-12-31	$62,379
Total contributions received or receivable from employer(s)	2014-12-31	$18,403
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$3,979
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : H & H INSURANCE SERVICES, INC. PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$624,464
Expenses. Total of all expenses incurred	2013-12-31	$181,822
Benefits paid (including direct rollovers)	2013-12-31	$177,829
Total plan assets at end of year	2013-12-31	$2,946,241
Total plan assets at beginning of year	2013-12-31	$2,503,599
Value of fidelity bond covering the plan	2013-12-31	$300,000
Total contributions received or receivable from participants	2013-12-31	$107,547
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$502,275
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$442,642
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,946,241
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,503,599
Assets. Value of participant loans	2013-12-31	$52,165
Total contributions received or receivable from employer(s)	2013-12-31	$14,642
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$3,993
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2010 : H & H INSURANCE SERVICES, INC. PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$472,070
Expenses. Total of all expenses incurred	2010-12-31	$264,320
Benefits paid (including direct rollovers)	2010-12-31	$260,532
Total plan assets at end of year	2010-12-31	$2,637,328
Total plan assets at beginning of year	2010-12-31	$2,429,578
Value of fidelity bond covering the plan	2010-12-31	$200,000
Total contributions received or receivable from participants	2010-12-31	$130,116
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$325,785
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$207,750
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,637,328
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,429,578
Assets. Value of participant loans	2010-12-31	$63,931
Total contributions received or receivable from employer(s)	2010-12-31	$16,169
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$3,788
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : H & H INSURANCE SERVICES, INC. PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for H & H INSURANCE SERVICES, INC. PROFIT SHARING PLAN

2023: H & H INSURANCE SERVICES, INC. PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: H & H INSURANCE SERVICES, INC. PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
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: H & H INSURANCE SERVICES, INC. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
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: H & H INSURANCE SERVICES, INC. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
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: H & H INSURANCE SERVICES, INC. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
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: H & H INSURANCE SERVICES, INC. PROFIT SHARING 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	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
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: H & H INSURANCE SERVICES, INC. PROFIT SHARING 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: H & H INSURANCE SERVICES, INC. PROFIT SHARING 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: H & H INSURANCE SERVICES, INC. PROFIT SHARING 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: H & H INSURANCE SERVICES, INC. PROFIT SHARING 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: H & H INSURANCE SERVICES, INC. PROFIT SHARING 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
2009: H & H INSURANCE SERVICES, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

23850

Policy instance

Insurance contract or identification number	23850
Number of Individuals Covered	25
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
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?	Yes
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

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

23850

Policy instance

Insurance contract or identification number	23850
Number of Individuals Covered	25
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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?	Yes
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

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

23850

Policy instance

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

23850

Policy instance

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

23850

Policy instance

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

23850

Policy instance

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

23850

Policy instance

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

000500788

Policy instance

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

23850

Policy instance

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

23850

Policy instance

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

000500788

Policy instance

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

000500788

Policy instance

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

23850

Policy instance

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

000500788

Policy instance

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

23850

Policy instance

Potentially related plans

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Company Name:	H & H INSURANCE SERVICES, INC.
Employer identification number (EIN):	581747866
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	2003-10-03
Company Identification Number:	P03000109040
Legal Registered Office Address:	1070 BLACK ACRE TRAIL WINTER SPRINGS 32708