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WOMEN'S CARE SPECIALISTS,PC 401(K) PLAN 401k Plan overview

Plan NameWOMEN'S CARE SPECIALISTS,PC 401(K) PLAN
Plan identification number 001

WOMEN'S CARE SPECIALISTS,PC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • 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

WOMEN'S CARE SPECIALISTS, P.C. has sponsored the creation of one or more 401k plans.

Company Name:WOMEN'S CARE SPECIALISTS, P.C.
Employer identification number (EIN):630909626
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about WOMEN'S CARE SPECIALISTS, P.C.

Jurisdiction of Incorporation: Iowa Secretary of State Business Entities
Incorporation Date: 2003-01-01
Company Identification Number: 273667
Legal Registered Office Address: 1301 19TH AVE NW

CLINTON
United States of America (USA)
52732

More information about WOMEN'S CARE SPECIALISTS, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WOMEN'S CARE SPECIALISTS,PC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01LISA STIFF2023-08-28
0012021-01-01BETH DORSETT2022-10-12
0012020-01-01
0012019-01-01
0012018-01-01KARLA KENNEDY
0012017-01-01KARLA KENNEDY
0012016-01-01KARLA KENNEDY
0012015-01-01KARLA KENNEDY
0012014-01-01KARLA KENNEDY
0012013-01-01KARLA KENNEDY
0012012-01-01KARLA KENNEDY
0012011-01-01KARLA KENNEDY
0012009-01-01KARLA KENNEDY

Plan Statistics for WOMEN'S CARE SPECIALISTS,PC 401(K) PLAN

401k plan membership statisitcs for WOMEN'S CARE SPECIALISTS,PC 401(K) PLAN

Measure Date Value
2020: WOMEN'S CARE SPECIALISTS,PC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0140
Total number of active participants reported on line 7a of the Form 55002020-01-0124
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0114
Total of all active and inactive participants2020-01-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0138
Number of participants with account balances2020-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: WOMEN'S CARE SPECIALISTS,PC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0135
Total number of active participants reported on line 7a of the Form 55002019-01-0121
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-017
Total of all active and inactive participants2019-01-0131
Total participants2019-01-0131
Number of participants with account balances2019-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: WOMEN'S CARE SPECIALISTS,PC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0132
Total number of active participants reported on line 7a of the Form 55002018-01-0119
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-0111
Total of all active and inactive participants2018-01-0133
Total participants2018-01-0133
Number of participants with account balances2018-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
2017: WOMEN'S CARE SPECIALISTS,PC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0127
Total number of active participants reported on line 7a of the Form 55002017-01-0121
Number of other retired or separated participants entitled to future benefits2017-01-017
Total of all active and inactive participants2017-01-0128
Total participants2017-01-0128
Number of participants with account balances2017-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: WOMEN'S CARE SPECIALISTS,PC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0129
Total number of active participants reported on line 7a of the Form 55002016-01-0123
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-013
Total of all active and inactive participants2016-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0126
Number of participants with account balances2016-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: WOMEN'S CARE SPECIALISTS,PC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0126
Total number of active participants reported on line 7a of the Form 55002015-01-0127
Number of other retired or separated participants entitled to future benefits2015-01-014
Total of all active and inactive participants2015-01-0131
Total participants2015-01-0131
Number of participants with account balances2015-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: WOMEN'S CARE SPECIALISTS,PC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0124
Total number of active participants reported on line 7a of the Form 55002014-01-0121
Number of other retired or separated participants entitled to future benefits2014-01-015
Total of all active and inactive participants2014-01-0126
Total participants2014-01-0126
Number of participants with account balances2014-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: WOMEN'S CARE SPECIALISTS,PC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0126
Total number of active participants reported on line 7a of the Form 55002013-01-0123
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-0124
Total participants2013-01-0124
Number of participants with account balances2013-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: WOMEN'S CARE SPECIALISTS,PC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0127
Total number of active participants reported on line 7a of the Form 55002012-01-0125
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-0126
Total participants2012-01-0126
Number of participants with account balances2012-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: WOMEN'S CARE SPECIALISTS,PC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0131
Total number of active participants reported on line 7a of the Form 55002011-01-0120
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-016
Total of all active and inactive participants2011-01-0127
Total participants2011-01-0127
Number of participants with account balances2011-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2009: WOMEN'S CARE SPECIALISTS,PC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0130
Total number of active participants reported on line 7a of the Form 55002009-01-0122
Number of other retired or separated participants entitled to future benefits2009-01-019
Total of all active and inactive participants2009-01-0131
Total participants2009-01-0131
Number of participants with account balances2009-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on WOMEN'S CARE SPECIALISTS,PC 401(K) PLAN

Measure Date Value
2020 : WOMEN'S CARE SPECIALISTS,PC 401(K) PLAN 2020 401k financial data
Total income from all sources2020-12-31$1,528,191
Expenses. Total of all expenses incurred2020-12-31$151,725
Benefits paid (including direct rollovers)2020-12-31$91,436
Total plan assets at end of year2020-12-31$9,681,086
Total plan assets at beginning of year2020-12-31$8,304,620
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$78,675
Assets. Value of loans (other than to participants)2020-12-31$7,682
Other income received2020-12-31$1,212,872
Noncash contributions received2020-12-31$155,524
Net income (gross income less expenses)2020-12-31$1,376,466
Net plan assets at end of year (total assets less liabilities)2020-12-31$9,681,086
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$8,304,620
Total contributions received or receivable from employer(s)2020-12-31$81,120
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$60,289
2019 : WOMEN'S CARE SPECIALISTS,PC 401(K) PLAN 2019 401k financial data
Total income from all sources2019-12-31$1,436,255
Expenses. Total of all expenses incurred2019-12-31$139,759
Benefits paid (including direct rollovers)2019-12-31$78,964
Total plan assets at end of year2019-12-31$8,304,620
Total plan assets at beginning of year2019-12-31$7,008,124
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$69,879
Assets. Value of loans (other than to participants)2019-12-31$28,473
Other income received2019-12-31$1,270,999
Net income (gross income less expenses)2019-12-31$1,296,496
Net plan assets at end of year (total assets less liabilities)2019-12-31$8,304,620
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$7,008,124
Total contributions received or receivable from employer(s)2019-12-31$95,377
Value of certain deemed distributions of participant loans2019-12-31$5,584
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$55,211
2018 : WOMEN'S CARE SPECIALISTS,PC 401(K) PLAN 2018 401k financial data
Total income from all sources2018-12-31$-246,926
Expenses. Total of all expenses incurred2018-12-31$175,516
Benefits paid (including direct rollovers)2018-12-31$137,296
Total plan assets at end of year2018-12-31$7,008,124
Total plan assets at beginning of year2018-12-31$7,430,566
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$68,086
Assets. Value of loans (other than to participants)2018-12-31$48,747
Contributions received from other sources (not participants or employers)2018-12-31$25,430
Other income received2018-12-31$-420,442
Net income (gross income less expenses)2018-12-31$-422,442
Net plan assets at end of year (total assets less liabilities)2018-12-31$7,008,124
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$7,430,566
Total contributions received or receivable from employer(s)2018-12-31$80,000
Value of certain deemed distributions of participant loans2018-12-31$9,551
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$28,669
2017 : WOMEN'S CARE SPECIALISTS,PC 401(K) PLAN 2017 401k financial data
Total income from all sources2017-12-31$931,330
Expenses. Total of all expenses incurred2017-12-31$407,431
Benefits paid (including direct rollovers)2017-12-31$396,317
Total plan assets at end of year2017-12-31$7,430,566
Total plan assets at beginning of year2017-12-31$6,906,667
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$70,045
Assets. Value of loans (other than to participants)2017-12-31$46,711
Other income received2017-12-31$781,285
Net income (gross income less expenses)2017-12-31$523,899
Net plan assets at end of year (total assets less liabilities)2017-12-31$7,430,566
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$6,906,667
Total contributions received or receivable from employer(s)2017-12-31$80,000
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$11,114
2016 : WOMEN'S CARE SPECIALISTS,PC 401(K) PLAN 2016 401k financial data
Total income from all sources2016-12-31$601,997
Expenses. Total of all expenses incurred2016-12-31$18,111
Benefits paid (including direct rollovers)2016-12-31$4,870
Total plan assets at end of year2016-12-31$6,906,667
Total plan assets at beginning of year2016-12-31$6,322,781
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$74,644
Assets. Value of loans (other than to participants)2016-12-31$42,108
Contributions received from other sources (not participants or employers)2016-12-31$5,242
Other income received2016-12-31$444,267
Net income (gross income less expenses)2016-12-31$583,886
Net plan assets at end of year (total assets less liabilities)2016-12-31$6,906,667
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$6,322,781
Total contributions received or receivable from employer(s)2016-12-31$77,844
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$13,241
2015 : WOMEN'S CARE SPECIALISTS,PC 401(K) PLAN 2015 401k financial data
Total income from all sources2015-12-31$62,218
Expenses. Total of all expenses incurred2015-12-31$80,893
Benefits paid (including direct rollovers)2015-12-31$61,586
Total plan assets at end of year2015-12-31$6,322,781
Total plan assets at beginning of year2015-12-31$6,341,456
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$88,082
Assets. Value of loans (other than to participants)2015-12-31$18,987
Other income received2015-12-31$-74,375
Net income (gross income less expenses)2015-12-31$-18,675
Net plan assets at end of year (total assets less liabilities)2015-12-31$6,322,781
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$6,341,456
Total contributions received or receivable from employer(s)2015-12-31$48,511
Value of certain deemed distributions of participant loans2015-12-31$6,342
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$12,965
2014 : WOMEN'S CARE SPECIALISTS,PC 401(K) PLAN 2014 401k financial data
Total income from all sources2014-12-31$398,775
Expenses. Total of all expenses incurred2014-12-31$81,458
Benefits paid (including direct rollovers)2014-12-31$62,771
Total plan assets at end of year2014-12-31$6,341,456
Total plan assets at beginning of year2014-12-31$6,024,139
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$84,823
Assets. Value of loans (other than to participants)2014-12-31$30,310
Other income received2014-12-31$264,615
Net income (gross income less expenses)2014-12-31$317,317
Net plan assets at end of year (total assets less liabilities)2014-12-31$6,341,456
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$6,024,139
Total contributions received or receivable from employer(s)2014-12-31$49,337
Value of certain deemed distributions of participant loans2014-12-31$6,180
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$12,507
2013 : WOMEN'S CARE SPECIALISTS,PC 401(K) PLAN 2013 401k financial data
Total income from all sources2013-12-31$963,923
Expenses. Total of all expenses incurred2013-12-31$106,234
Benefits paid (including direct rollovers)2013-12-31$95,198
Total plan assets at end of year2013-12-31$6,024,139
Total plan assets at beginning of year2013-12-31$5,166,450
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$164,704
Other income received2013-12-31$713,442
Net income (gross income less expenses)2013-12-31$857,689
Net plan assets at end of year (total assets less liabilities)2013-12-31$6,024,139
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$5,166,450
Total contributions received or receivable from employer(s)2013-12-31$85,777
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$11,036
2012 : WOMEN'S CARE SPECIALISTS,PC 401(K) PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$569
Total income from all sources2012-12-31$821,368
Expenses. Total of all expenses incurred2012-12-31$23,821
Benefits paid (including direct rollovers)2012-12-31$12,988
Total plan assets at end of year2012-12-31$5,166,450
Total plan assets at beginning of year2012-12-31$4,369,472
Value of fidelity bond covering the plan2012-12-31$417,000
Total contributions received or receivable from participants2012-12-31$65,883
Contributions received from other sources (not participants or employers)2012-12-31$24,242
Other income received2012-12-31$566,127
Net income (gross income less expenses)2012-12-31$797,547
Net plan assets at end of year (total assets less liabilities)2012-12-31$5,166,450
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$4,368,903
Assets. Value of participant loans2012-12-31$30,716
Total contributions received or receivable from employer(s)2012-12-31$165,116
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$10,833
2011 : WOMEN'S CARE SPECIALISTS,PC 401(K) PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$569
Total plan liabilities at beginning of year2011-12-31$429
Total income from all sources2011-12-31$223,574
Expenses. Total of all expenses incurred2011-12-31$17,469
Benefits paid (including direct rollovers)2011-12-31$17,469
Total plan assets at end of year2011-12-31$4,369,472
Total plan assets at beginning of year2011-12-31$4,163,227
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$57,852
Contributions received from other sources (not participants or employers)2011-12-31$10,697
Other income received2011-12-31$-3,794
Net income (gross income less expenses)2011-12-31$206,105
Net plan assets at end of year (total assets less liabilities)2011-12-31$4,368,903
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$4,162,798
Assets. Value of participant loans2011-12-31$20,659
Total contributions received or receivable from employer(s)2011-12-31$158,819
2010 : WOMEN'S CARE SPECIALISTS,PC 401(K) PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$429
Total plan liabilities at beginning of year2010-12-31$404
Total income from all sources2010-12-31$588,771
Expenses. Total of all expenses incurred2010-12-31$15,618
Benefits paid (including direct rollovers)2010-12-31$15,618
Total plan assets at end of year2010-12-31$4,163,227
Total plan assets at beginning of year2010-12-31$3,590,049
Value of fidelity bond covering the plan2010-12-31$421,000
Total contributions received or receivable from participants2010-12-31$42,825
Other income received2010-12-31$389,630
Net income (gross income less expenses)2010-12-31$573,153
Net plan assets at end of year (total assets less liabilities)2010-12-31$4,162,798
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$3,589,645
Assets. Value of participant loans2010-12-31$13,607
Total contributions received or receivable from employer(s)2010-12-31$156,316

Form 5500 Responses for WOMEN'S CARE SPECIALISTS,PC 401(K) PLAN

2020: WOMEN'S CARE SPECIALISTS,PC 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WOMEN'S CARE SPECIALISTS,PC 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WOMEN'S CARE SPECIALISTS,PC 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WOMEN'S CARE SPECIALISTS,PC 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WOMEN'S CARE SPECIALISTS,PC 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WOMEN'S CARE SPECIALISTS,PC 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WOMEN'S CARE SPECIALISTS,PC 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WOMEN'S CARE SPECIALISTS,PC 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WOMEN'S CARE SPECIALISTS,PC 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WOMEN'S CARE SPECIALISTS,PC 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: WOMEN'S CARE SPECIALISTS,PC 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number109268
Policy instance 1
Insurance contract or identification number109268
Number of Individuals Covered38
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for group deferred annuity?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number109268
Policy instance 1
Insurance contract or identification number109268
Number of Individuals Covered37
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for group deferred annuity?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number109268
Policy instance 1
Insurance contract or identification number109268
Number of Individuals Covered32
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for group deferred annuity?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number109268
Policy instance 1
Insurance contract or identification number109268
Number of Individuals Covered32
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for group deferred annuity?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number109268
Policy instance 1
Insurance contract or identification number109268
Number of Individuals Covered30
Insurance policy start date2016-01-01
Insurance policy end date2016-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for group deferred annuity?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number109268
Policy instance 1
Insurance contract or identification number109268
Number of Individuals Covered27
Insurance policy start date2015-12-31
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $22,372
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for group deferred annuity?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22,372
Insurance broker organization code?3
Insurance broker nameBHK INVESTMENT ADVISORS,LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number109268
Policy instance 1
Insurance contract or identification number109268
Number of Individuals Covered25
Insurance policy start date2014-12-31
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $21,504
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for group deferred annuity?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21,504
Insurance broker organization code?3
Insurance broker nameBHK INVESTMENT ADVISORS,LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number109268
Policy instance 1
Insurance contract or identification number109268
Insurance policy start date2013-12-31
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $18,919
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,919
Additional information about fees paid to insurance brokerRIA FEES PAID
Insurance broker organization code?3
Insurance broker nameBHK INVESTMENT ADVISORS,LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number109268
Policy instance 1
Insurance contract or identification number109268
Number of Individuals Covered28
Insurance policy start date2012-12-31
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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