ASSOCIATES IN NEPHROLOGY, BUTCHER CAANTHAN & DELANS, M.D., P.A. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ASSOCIATES IN NEPHROLOGY, BUTCHER CAANTHAN & DELANS, M.D., P.A. 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for ASSOCIATES IN NEPHROLOGY, BUTCHER CAANTHAN & DELANS, M.D., P.A. 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2022: ASSOCIATES IN NEPHROLOGY, BUTCHER CAANTHAN & DELANS, M.D., P.A. 401(K) PROFIT SHARING PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 46 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 26 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 12 |
| Total of all active and inactive participants | 2022-01-01 | 39 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 39 |
| Number of participants with account balances | 2022-01-01 | 39 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 2 |
| 2021: ASSOCIATES IN NEPHROLOGY, BUTCHER CAANTHAN & DELANS, M.D., P.A. 401(K) PROFIT SHARING PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 48 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 27 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 7 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 8 |
| Total of all active and inactive participants | 2021-01-01 | 42 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 42 |
| Number of participants with account balances | 2021-01-01 | 42 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 7 |
| 2020: ASSOCIATES IN NEPHROLOGY, BUTCHER CAANTHAN & DELANS, M.D., P.A. 401(K) PROFIT SHARING PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 50 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 28 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 11 |
| Total of all active and inactive participants | 2020-01-01 | 43 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 43 |
| Number of participants with account balances | 2020-01-01 | 43 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: ASSOCIATES IN NEPHROLOGY, BUTCHER CAANTHAN & DELANS, M.D., P.A. 401(K) PROFIT SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 41 |
| 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 | 6 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 7 |
| Total of all active and inactive participants | 2019-01-01 | 43 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 43 |
| Number of participants with account balances | 2019-01-01 | 40 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 1 |
| 2018: ASSOCIATES IN NEPHROLOGY, BUTCHER CAANTHAN & DELANS, M.D., P.A. 401(K) PROFIT SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 38 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 26 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 5 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 7 |
| Total of all active and inactive participants | 2018-01-01 | 38 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 38 |
| Number of participants with account balances | 2018-01-01 | 38 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 2 |
| 2017: ASSOCIATES IN NEPHROLOGY, BUTCHER CAANTHAN & DELANS, M.D., P.A. 401(K) PROFIT SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 39 |
| 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 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 7 |
| Total of all active and inactive participants | 2017-01-01 | 36 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 36 |
| Number of participants with account balances | 2017-01-01 | 36 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: ASSOCIATES IN NEPHROLOGY, BUTCHER CAANTHAN & DELANS, M.D., P.A. 401(K) PROFIT SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 41 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 29 |
| 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 | 6 |
| Total of all active and inactive participants | 2016-01-01 | 38 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 38 |
| Number of participants with account balances | 2016-01-01 | 38 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 4 |
| 2015: ASSOCIATES IN NEPHROLOGY, BUTCHER CAANTHAN & DELANS, M.D., P.A. 401(K) PROFIT SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 39 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 32 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 5 |
| Total of all active and inactive participants | 2015-01-01 | 40 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 40 |
| Number of participants with account balances | 2015-01-01 | 40 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 2 |
| 2014: ASSOCIATES IN NEPHROLOGY, BUTCHER CAANTHAN & DELANS, M.D., P.A. 401(K) PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 39 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 30 |
| 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 | 7 |
| Total of all active and inactive participants | 2014-01-01 | 37 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 37 |
| Number of participants with account balances | 2014-01-01 | 37 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 3 |
| 2013: ASSOCIATES IN NEPHROLOGY, BUTCHER CAANTHAN & DELANS, M.D., P.A. 401(K) PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 38 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 30 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 3 |
| Total of all active and inactive participants | 2013-01-01 | 35 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 35 |
| Number of participants with account balances | 2013-01-01 | 35 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: ASSOCIATES IN NEPHROLOGY, BUTCHER CAANTHAN & DELANS, M.D., P.A. 401(K) PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 41 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 28 |
| 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 | 6 |
| Total of all active and inactive participants | 2012-01-01 | 35 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 35 |
| Number of participants with account balances | 2012-01-01 | 35 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 2 |
| 2011: ASSOCIATES IN NEPHROLOGY, BUTCHER CAANTHAN & DELANS, M.D., P.A. 401(K) PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 40 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 30 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 7 |
| Total of all active and inactive participants | 2011-01-01 | 37 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 37 |
| Number of participants with account balances | 2011-01-01 | 37 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 2 |
| 2009: ASSOCIATES IN NEPHROLOGY, BUTCHER CAANTHAN & DELANS, M.D., P.A. 401(K) PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 36 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 31 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 4 |
| Total of all active and inactive participants | 2009-01-01 | 37 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 37 |
| Number of participants with account balances | 2009-01-01 | 37 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1 |
| Measure | Date | Value |
|---|
| 2022 : ASSOCIATES IN NEPHROLOGY, BUTCHER CAANTHAN & DELANS, M.D., P.A. 401(K) 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 | $-969,239 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $2,007,144 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $1,988,273 |
| Total plan assets at end of year | 2022-12-31 | $7,448,717 |
| Total plan assets at beginning of year | 2022-12-31 | $10,425,100 |
| Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $100,810 |
| 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 | $-1,201,422 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $-2,976,383 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $7,448,717 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $10,425,100 |
| Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $400,000 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $131,373 |
| 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 | $18,871 |
| 2021 : ASSOCIATES IN NEPHROLOGY, BUTCHER CAANTHAN & DELANS, M.D., P.A. 401(K) 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 | $1,680,633 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $2,833,379 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $2,818,518 |
| Total plan assets at end of year | 2021-12-31 | $10,425,100 |
| Total plan assets at beginning of year | 2021-12-31 | $11,577,846 |
| Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $68,839 |
| 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 | $1,516,798 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $-1,152,746 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $10,425,100 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $11,577,846 |
| Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $400,000 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $94,996 |
| 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 | $14,861 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : ASSOCIATES IN NEPHROLOGY, BUTCHER CAANTHAN & DELANS, M.D., P.A. 401(K) 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 | $2,052,777 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $408,192 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $396,843 |
| Total plan assets at end of year | 2020-12-31 | $11,577,846 |
| Total plan assets at beginning of year | 2020-12-31 | $9,933,261 |
| Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $274,260 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $1,868 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $1,337,127 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $1,644,585 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $11,577,846 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $9,933,261 |
| Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $400,000 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $441,390 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $9,481 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : ASSOCIATES IN NEPHROLOGY, BUTCHER CAANTHAN & DELANS, M.D., P.A. 401(K) 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 | $2,184,965 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $1,470,044 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $1,456,527 |
| Total plan assets at end of year | 2019-12-31 | $9,933,261 |
| Total plan assets at beginning of year | 2019-12-31 | $9,218,340 |
| Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $255,491 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $1,718 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $1,789,054 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $714,921 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $9,933,261 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $9,218,340 |
| Assets. Value of real-estate (other than employer real property) | 2019-12-31 | $350,000 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $140,420 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $11,799 |
| 2018 : ASSOCIATES IN NEPHROLOGY, BUTCHER CAANTHAN & DELANS, M.D., P.A. 401(K) PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-12-31 | $0 |
| 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 | $10,256 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $308,214 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $287,927 |
| Total plan assets at end of year | 2018-12-31 | $9,218,340 |
| Total plan assets at beginning of year | 2018-12-31 | $9,516,298 |
| Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $243,143 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $1,893 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $-660,606 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $-297,958 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $9,218,340 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $9,516,298 |
| Assets. Value of real-estate (other than employer real property) | 2018-12-31 | $350,000 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $427,719 |
| 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 | $18,394 |
| 2017 : ASSOCIATES IN NEPHROLOGY, BUTCHER CAANTHAN & DELANS, M.D., P.A. 401(K) 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 | $1,778,893 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $151,864 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $132,883 |
| Total plan assets at end of year | 2017-12-31 | $9,516,298 |
| Total plan assets at beginning of year | 2017-12-31 | $7,889,269 |
| Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $232,976 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $1,784 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $1,120,412 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $1,627,029 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $9,516,298 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $7,889,269 |
| Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $350,000 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $425,505 |
| 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 | $17,197 |
| 2016 : ASSOCIATES IN NEPHROLOGY, BUTCHER CAANTHAN & DELANS, M.D., P.A. 401(K) 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 | $1,123,183 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $744,888 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $728,738 |
| Total plan assets at end of year | 2016-12-31 | $7,889,269 |
| Total plan assets at beginning of year | 2016-12-31 | $7,510,974 |
| Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $219,450 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $1,549 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $512,429 |
| Noncash contributions received | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $378,295 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $7,889,269 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $7,510,974 |
| Assets. Value of real-estate (other than employer real property) | 2016-12-31 | $350,000 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $391,304 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of corrective distributions | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $14,601 |
| 2015 : ASSOCIATES IN NEPHROLOGY, BUTCHER CAANTHAN & DELANS, M.D., P.A. 401(K) 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 | $509,216 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $702,986 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $680,220 |
| Total plan assets at end of year | 2015-12-31 | $7,510,974 |
| Total plan assets at beginning of year | 2015-12-31 | $7,704,744 |
| Value of fidelity bond covering the plan | 2015-12-31 | $770,474 |
| Total contributions received or receivable from participants | 2015-12-31 | $218,892 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $2,883 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $-94,657 |
| Noncash contributions received | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $-193,770 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $7,510,974 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $7,704,744 |
| Assets. Value of real-estate (other than employer real property) | 2015-12-31 | $350,000 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $384,981 |
| 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 | $19,883 |
| 2014 : ASSOCIATES IN NEPHROLOGY, BUTCHER CAANTHAN & DELANS, M.D., P.A. 401(K) PROFIT SHARING PLAN 2014 401k financial data |
|---|
| 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 | $1,024,406 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $1,618,760 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $1,599,313 |
| Total plan assets at end of year | 2014-12-31 | $7,704,744 |
| Total plan assets at beginning of year | 2014-12-31 | $8,299,098 |
| Value of fidelity bond covering the plan | 2014-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $209,936 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $3,116 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $445,726 |
| Noncash contributions received | 2014-12-31 | $0 |
| Net income (gross income less expenses) | 2014-12-31 | $-594,354 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $7,704,744 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $8,299,098 |
| Assets. Value of real-estate (other than employer real property) | 2014-12-31 | $350,584 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $368,744 |
| 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 | $16,331 |
| 2013 : ASSOCIATES IN NEPHROLOGY, BUTCHER CAANTHAN & DELANS, M.D., P.A. 401(K) PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total plan liabilities at beginning of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $1,436,306 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $779,703 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $758,676 |
| Total plan assets at end of year | 2013-12-31 | $8,299,098 |
| Total plan assets at beginning of year | 2013-12-31 | $7,642,495 |
| Value of fidelity bond covering the plan | 2013-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $186,146 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $9,648 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $914,111 |
| Noncash contributions received | 2013-12-31 | $0 |
| Net income (gross income less expenses) | 2013-12-31 | $656,603 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $8,299,098 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $7,642,495 |
| Assets. Value of real-estate (other than employer real property) | 2013-12-31 | $625,650 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $336,049 |
| 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 | $11,379 |
| 2012 : ASSOCIATES IN NEPHROLOGY, BUTCHER CAANTHAN & DELANS, M.D., P.A. 401(K) PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $0 |
| Total plan liabilities at end of year | 2012-12-31 | $0 |
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $1,010,469 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $1,392,847 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $1,334,718 |
| Total plan assets at end of year | 2012-12-31 | $7,642,495 |
| Total plan assets at beginning of year | 2012-12-31 | $8,024,873 |
| Value of fidelity bond covering the plan | 2012-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $186,759 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $30,976 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $483,825 |
| Noncash contributions received | 2012-12-31 | $0 |
| Net income (gross income less expenses) | 2012-12-31 | $-382,378 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $7,642,495 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $8,024,873 |
| Assets. Value of real-estate (other than employer real property) | 2012-12-31 | $725,066 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $339,885 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $27,153 |
| 2011 : ASSOCIATES IN NEPHROLOGY, BUTCHER CAANTHAN & DELANS, M.D., P.A. 401(K) PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total plan liabilities at end of year | 2011-12-31 | $0 |
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $330,074 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $68,836 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $6,484 |
| Total plan assets at end of year | 2011-12-31 | $8,024,873 |
| Total plan assets at beginning of year | 2011-12-31 | $7,763,635 |
| Value of fidelity bond covering the plan | 2011-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $189,370 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $26,157 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $-195,643 |
| Noncash contributions received | 2011-12-31 | $0 |
| Net income (gross income less expenses) | 2011-12-31 | $261,238 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $8,024,873 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $7,763,635 |
| Assets. Value of real-estate (other than employer real property) | 2011-12-31 | $826,616 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $336,347 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $36,195 |
| 2010 : ASSOCIATES IN NEPHROLOGY, BUTCHER CAANTHAN & DELANS, M.D., P.A. 401(K) 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 | $1,176,451 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $58,090 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $3,046 |
| Total plan assets at end of year | 2010-12-31 | $7,763,635 |
| Total plan assets at beginning of year | 2010-12-31 | $6,645,274 |
| Value of fidelity bond covering the plan | 2010-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $176,234 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $19,292 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $30,602 |
| Other income received | 2010-12-31 | $631,042 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $1,118,361 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $7,763,635 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $6,645,274 |
| Assets. Value of real-estate (other than employer real property) | 2010-12-31 | $826,616 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $338,573 |
| 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 | $35,752 |
| 2022: ASSOCIATES IN NEPHROLOGY, BUTCHER CAANTHAN & DELANS, M.D., P.A. 401(K) 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: ASSOCIATES IN NEPHROLOGY, BUTCHER CAANTHAN & DELANS, M.D., P.A. 401(K) 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: ASSOCIATES IN NEPHROLOGY, BUTCHER CAANTHAN & DELANS, M.D., P.A. 401(K) 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: ASSOCIATES IN NEPHROLOGY, BUTCHER CAANTHAN & DELANS, M.D., P.A. 401(K) 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: ASSOCIATES IN NEPHROLOGY, BUTCHER CAANTHAN & DELANS, M.D., P.A. 401(K) 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: ASSOCIATES IN NEPHROLOGY, BUTCHER CAANTHAN & DELANS, M.D., P.A. 401(K) 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: ASSOCIATES IN NEPHROLOGY, BUTCHER CAANTHAN & DELANS, M.D., P.A. 401(K) 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: ASSOCIATES IN NEPHROLOGY, BUTCHER CAANTHAN & DELANS, M.D., P.A. 401(K) 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: ASSOCIATES IN NEPHROLOGY, BUTCHER CAANTHAN & DELANS, M.D., P.A. 401(K) 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: ASSOCIATES IN NEPHROLOGY, BUTCHER CAANTHAN & DELANS, M.D., P.A. 401(K) 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 |
| 2012: ASSOCIATES IN NEPHROLOGY, BUTCHER CAANTHAN & DELANS, M.D., P.A. 401(K) PROFIT SHARING 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: ASSOCIATES IN NEPHROLOGY, BUTCHER CAANTHAN & DELANS, M.D., P.A. 401(K) PROFIT SHARING 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 |
| 2009: ASSOCIATES IN NEPHROLOGY, BUTCHER CAANTHAN & DELANS, M.D., P.A. 401(K) 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 |
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 15666 |
| Policy instance | 1 |
| Insurance contract or identification number | 15666 | | Number of Individuals Covered | 37 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $9,349 | | Total amount of fees paid to insurance company | USD $2,021 | | 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 $9,349 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 2021 | | Additional information about fees paid to insurance broker | TPA COMPENSATION, TPA FEES |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 15666 |
| Policy instance | 1 |
| Insurance contract or identification number | 15666 | | Number of Individuals Covered | 39 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $14,146 | | Total amount of fees paid to insurance company | USD $3,072 | | 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 $14,146 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 3072 | | Additional information about fees paid to insurance broker | TPA COMPENSATION, TPA FEES |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 15666 |
| Policy instance | 1 |
| Insurance contract or identification number | 15666 | | Number of Individuals Covered | 41 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $13,762 | | Total amount of fees paid to insurance company | USD $2,875 | | 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 $13,762 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 2875 | | Additional information about fees paid to insurance broker | TPA COMPENSATION, TPA FEES |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 15666 |
| Policy instance | 1 |
| Insurance contract or identification number | 15666 | | Number of Individuals Covered | 38 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $13,358 | | Total amount of fees paid to insurance company | USD $2,914 | | 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 | | Commission paid to Insurance Broker | USD $13,358 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 2914 | | Additional information about fees paid to insurance broker | TPA COMPENSATION, TPA FEES |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 15666 |
| Policy instance | 1 |
| Insurance contract or identification number | 15666 | | Number of Individuals Covered | 36 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $14,146 | | Total amount of fees paid to insurance company | USD $3,072 | | 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 | | Commission paid to Insurance Broker | USD $14,146 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 3072 | | Additional information about fees paid to insurance broker | TPA COMPENSATION |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 15666 |
| Policy instance | 1 |
| Insurance contract or identification number | 15666 | | Number of Individuals Covered | 34 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $21,561 | | Total amount of fees paid to insurance company | USD $2,499 | | 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 | | Commission paid to Insurance Broker | USD $21,561 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 2499 | | Additional information about fees paid to insurance broker | TPA COMPENSATION | | Insurance broker name | PROGRESSIVE PENSION ADMIN., INC. |
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| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 15666 |
| Policy instance | 1 |
| Insurance contract or identification number | 15666 | | Number of Individuals Covered | 38 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $19,874 | | Total amount of fees paid to insurance company | USD $2,030 | | 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 | | Commission paid to Insurance Broker | USD $19,874 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 2030 | | Additional information about fees paid to insurance broker | TPA COMPENSATION | | Insurance broker name | PROGRESSIVE PENSION ADMIN., INC. |
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| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 15666 |
| Policy instance | 1 |
| Insurance contract or identification number | 15666 | | Number of Individuals Covered | 35 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $18,819 | | Total amount of fees paid to insurance company | USD $1,947 | | 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 | | Commission paid to Insurance Broker | USD $18,819 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 1947 | | Additional information about fees paid to insurance broker | TPA COMPENSATION | | Insurance broker name | PROGRESSIVE PENSION ADMIN., INC. |
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| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 15666 |
| Policy instance | 1 |
| Insurance contract or identification number | 15666 | | Number of Individuals Covered | 33 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $19,623 | | Total amount of fees paid to insurance company | USD $1,967 | | 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 | | Commission paid to Insurance Broker | USD $19,623 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 1967 | | Additional information about fees paid to insurance broker | TPA COMPENSATION | | Insurance broker name | PROGRESSIVE PENSION ADMIN., INC. |
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| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 15666 |
| Policy instance | 1 |
| Insurance contract or identification number | 15666 | | Number of Individuals Covered | 35 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $15,883 | | Total amount of fees paid to insurance company | USD $1,565 | | 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 | | Commission paid to Insurance Broker | USD $15,883 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 1565 | | Additional information about fees paid to insurance broker | TPA COMPENSATION | | Insurance broker name | PROGRESSIVE PENSION ADMIN., INC. |
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| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 15666 |
| Policy instance | 1 |
| Insurance contract or identification number | 15666 | | Number of Individuals Covered | 35 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $14,942 | | Total amount of fees paid to insurance company | USD $1,325 | | 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 |
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| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 15666 |
| Policy instance | 1 |
| Insurance contract or identification number | 15666 | | Number of Individuals Covered | 36 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $11,352 | | Total amount of fees paid to insurance company | USD $1,002 | | 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 | | Commission paid to Insurance Broker | USD $11,352 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 1002 | | Additional information about fees paid to insurance broker | TPA COMPENSATION | | Insurance broker name | PROGRESSIVE PENSION ADMIN., INC. |
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