ALLIED HEATING & AIR CONDITIONING COMPANY, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ALLIED HEATING & AIR CONDITIONING CO., INC. MONEY PURCHASE PENSION PLAN
401k plan membership statisitcs for ALLIED HEATING & AIR CONDITIONING CO., INC. MONEY PURCHASE PENSION PLAN
| Measure | Date | Value |
|---|
| 2020: ALLIED HEATING & AIR CONDITIONING CO., INC. MONEY PURCHASE PENSION PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-10-01 | 22 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-10-01 | 11 |
| Number of retired or separated participants receiving benefits | 2020-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-10-01 | 8 |
| Total of all active and inactive participants | 2020-10-01 | 19 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-10-01 | 0 |
| Total participants | 2020-10-01 | 19 |
| Number of participants with account balances | 2020-10-01 | 19 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-10-01 | 3 |
| 2019: ALLIED HEATING & AIR CONDITIONING CO., INC. MONEY PURCHASE PENSION PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-10-01 | 21 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-10-01 | 14 |
| Number of retired or separated participants receiving benefits | 2019-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-10-01 | 4 |
| Total of all active and inactive participants | 2019-10-01 | 18 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-10-01 | 0 |
| Total participants | 2019-10-01 | 18 |
| Number of participants with account balances | 2019-10-01 | 18 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-10-01 | 0 |
| 2018: ALLIED HEATING & AIR CONDITIONING CO., INC. MONEY PURCHASE PENSION PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-10-01 | 16 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-10-01 | 14 |
| Number of retired or separated participants receiving benefits | 2018-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-10-01 | 7 |
| Total of all active and inactive participants | 2018-10-01 | 21 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-10-01 | 0 |
| Total participants | 2018-10-01 | 21 |
| Number of participants with account balances | 2018-10-01 | 16 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-10-01 | 1 |
| 2017: ALLIED HEATING & AIR CONDITIONING CO., INC. MONEY PURCHASE PENSION PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-10-01 | 19 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-10-01 | 10 |
| Number of retired or separated participants receiving benefits | 2017-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-10-01 | 6 |
| Total of all active and inactive participants | 2017-10-01 | 16 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-10-01 | 0 |
| Total participants | 2017-10-01 | 16 |
| Number of participants with account balances | 2017-10-01 | 16 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-10-01 | 2 |
| 2016: ALLIED HEATING & AIR CONDITIONING CO., INC. MONEY PURCHASE PENSION PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-10-01 | 18 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-10-01 | 13 |
| Number of retired or separated participants receiving benefits | 2016-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-10-01 | 6 |
| Total of all active and inactive participants | 2016-10-01 | 19 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-10-01 | 0 |
| Total participants | 2016-10-01 | 19 |
| Number of participants with account balances | 2016-10-01 | 17 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-10-01 | 2 |
| 2015: ALLIED HEATING & AIR CONDITIONING CO., INC. MONEY PURCHASE PENSION PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-10-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-10-01 | 13 |
| Number of retired or separated participants receiving benefits | 2015-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-10-01 | 5 |
| Total of all active and inactive participants | 2015-10-01 | 18 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-10-01 | 0 |
| Total participants | 2015-10-01 | 18 |
| Number of participants with account balances | 2015-10-01 | 14 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-10-01 | 1 |
| 2014: ALLIED HEATING & AIR CONDITIONING CO., INC. MONEY PURCHASE PENSION PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-10-01 | 16 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-10-01 | 10 |
| Number of retired or separated participants receiving benefits | 2014-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-10-01 | 4 |
| Total of all active and inactive participants | 2014-10-01 | 14 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-10-01 | 0 |
| Total participants | 2014-10-01 | 14 |
| Number of participants with account balances | 2014-10-01 | 14 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-10-01 | 0 |
| 2013: ALLIED HEATING & AIR CONDITIONING CO., INC. MONEY PURCHASE PENSION PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-10-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-10-01 | 12 |
| Number of retired or separated participants receiving benefits | 2013-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-10-01 | 4 |
| Total of all active and inactive participants | 2013-10-01 | 16 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-10-01 | 0 |
| Total participants | 2013-10-01 | 16 |
| Number of participants with account balances | 2013-10-01 | 14 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-10-01 | 0 |
| 2012: ALLIED HEATING & AIR CONDITIONING CO., INC. MONEY PURCHASE PENSION PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-10-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-10-01 | 10 |
| Number of retired or separated participants receiving benefits | 2012-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-10-01 | 4 |
| Total of all active and inactive participants | 2012-10-01 | 14 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-10-01 | 0 |
| Total participants | 2012-10-01 | 14 |
| Number of participants with account balances | 2012-10-01 | 14 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-10-01 | 1 |
| 2011: ALLIED HEATING & AIR CONDITIONING CO., INC. MONEY PURCHASE PENSION PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-10-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-10-01 | 12 |
| Number of retired or separated participants receiving benefits | 2011-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-10-01 | 2 |
| Total of all active and inactive participants | 2011-10-01 | 14 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-10-01 | 0 |
| Total participants | 2011-10-01 | 14 |
| Number of participants with account balances | 2011-10-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-10-01 | 0 |
| 2009: ALLIED HEATING & AIR CONDITIONING CO., INC. MONEY PURCHASE PENSION PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-10-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-10-01 | 10 |
| Number of retired or separated participants receiving benefits | 2009-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-10-01 | 3 |
| Total of all active and inactive participants | 2009-10-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-10-01 | 0 |
| Total participants | 2009-10-01 | 13 |
| Number of participants with account balances | 2009-10-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-10-01 | 1 |
| Measure | Date | Value |
|---|
| 2021 : ALLIED HEATING & AIR CONDITIONING CO., INC. MONEY PURCHASE PENSION PLAN 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-09-30 | $0 |
| Total plan liabilities at end of year | 2021-09-30 | $0 |
| Total income from all sources | 2021-09-30 | $447,679 |
| Expenses. Total of all expenses incurred | 2021-09-30 | $21,381 |
| Benefits paid (including direct rollovers) | 2021-09-30 | $4,005 |
| Total plan assets at end of year | 2021-09-30 | $2,883,411 |
| Total plan assets at beginning of year | 2021-09-30 | $2,457,113 |
| Value of fidelity bond covering the plan | 2021-09-30 | $300,000 |
| Total contributions received or receivable from participants | 2021-09-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2021-09-30 | $17,376 |
| Contributions received from other sources (not participants or employers) | 2021-09-30 | $0 |
| Other income received | 2021-09-30 | $323,049 |
| Noncash contributions received | 2021-09-30 | $0 |
| Net income (gross income less expenses) | 2021-09-30 | $426,298 |
| Net plan assets at end of year (total assets less liabilities) | 2021-09-30 | $2,883,411 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-09-30 | $2,457,113 |
| Total contributions received or receivable from employer(s) | 2021-09-30 | $124,630 |
| Value of certain deemed distributions of participant loans | 2021-09-30 | $0 |
| Value of corrective distributions | 2021-09-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-09-30 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-09-30 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2021-09-30 | $0 |
| Minimum employer required contribution for this plan year | 2021-09-30 | $124,630 |
| Amount contributed by the employer to the plan for this plan year | 2021-09-30 | $124,630 |
| 2020 : ALLIED HEATING & AIR CONDITIONING CO., INC. MONEY PURCHASE PENSION PLAN 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-09-30 | $0 |
| Total plan liabilities at beginning of year | 2020-09-30 | $0 |
| Total income from all sources | 2020-09-30 | $433,807 |
| Expenses. Total of all expenses incurred | 2020-09-30 | $58,181 |
| Benefits paid (including direct rollovers) | 2020-09-30 | $44,185 |
| Total plan assets at end of year | 2020-09-30 | $2,457,113 |
| Total plan assets at beginning of year | 2020-09-30 | $2,081,487 |
| Value of fidelity bond covering the plan | 2020-09-30 | $300,000 |
| Total contributions received or receivable from participants | 2020-09-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-09-30 | $0 |
| Other income received | 2020-09-30 | $280,815 |
| Noncash contributions received | 2020-09-30 | $0 |
| Net income (gross income less expenses) | 2020-09-30 | $375,626 |
| Net plan assets at end of year (total assets less liabilities) | 2020-09-30 | $2,457,113 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-09-30 | $2,081,487 |
| Total contributions received or receivable from employer(s) | 2020-09-30 | $152,992 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-09-30 | $13,996 |
| 2019 : ALLIED HEATING & AIR CONDITIONING CO., INC. MONEY PURCHASE PENSION PLAN 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-09-30 | $0 |
| Total plan liabilities at end of year | 2019-09-30 | $0 |
| Total plan liabilities at beginning of year | 2019-09-30 | $0 |
| Total income from all sources | 2019-09-30 | $191,253 |
| Expenses. Total of all expenses incurred | 2019-09-30 | $75,392 |
| Benefits paid (including direct rollovers) | 2019-09-30 | $62,968 |
| Total plan assets at end of year | 2019-09-30 | $2,081,487 |
| Total plan assets at beginning of year | 2019-09-30 | $1,965,626 |
| Value of fidelity bond covering the plan | 2019-09-30 | $208,149 |
| Total contributions received or receivable from participants | 2019-09-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2019-09-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-09-30 | $0 |
| Other income received | 2019-09-30 | $65,942 |
| Noncash contributions received | 2019-09-30 | $0 |
| Net income (gross income less expenses) | 2019-09-30 | $115,861 |
| Net plan assets at end of year (total assets less liabilities) | 2019-09-30 | $2,081,487 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-09-30 | $1,965,626 |
| Total contributions received or receivable from employer(s) | 2019-09-30 | $125,311 |
| Value of certain deemed distributions of participant loans | 2019-09-30 | $0 |
| Value of corrective distributions | 2019-09-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-09-30 | $12,424 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-09-30 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2019-09-30 | $0 |
| Minimum employer required contribution for this plan year | 2019-09-30 | $125,311 |
| Amount contributed by the employer to the plan for this plan year | 2019-09-30 | $125,311 |
| 2018 : ALLIED HEATING & AIR CONDITIONING CO., INC. MONEY PURCHASE PENSION PLAN 2018 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-09-30 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2018-09-30 | $0 |
| Minimum employer required contribution for this plan year | 2018-09-30 | $109,135 |
| Amount contributed by the employer to the plan for this plan year | 2018-09-30 | $109,135 |
| 2017 : ALLIED HEATING & AIR CONDITIONING CO., INC. MONEY PURCHASE PENSION PLAN 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-09-30 | $0 |
| Total plan liabilities at beginning of year | 2017-09-30 | $0 |
| Total income from all sources | 2017-09-30 | $288,117 |
| Expenses. Total of all expenses incurred | 2017-09-30 | $69,171 |
| Benefits paid (including direct rollovers) | 2017-09-30 | $65,489 |
| Total plan assets at end of year | 2017-09-30 | $1,977,671 |
| Total plan assets at beginning of year | 2017-09-30 | $1,758,725 |
| Value of fidelity bond covering the plan | 2017-09-30 | $50,000 |
| Total contributions received or receivable from participants | 2017-09-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-09-30 | $0 |
| Other income received | 2017-09-30 | $161,161 |
| Noncash contributions received | 2017-09-30 | $0 |
| Net income (gross income less expenses) | 2017-09-30 | $218,946 |
| Net plan assets at end of year (total assets less liabilities) | 2017-09-30 | $1,977,671 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-09-30 | $1,758,725 |
| Total contributions received or receivable from employer(s) | 2017-09-30 | $126,956 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-09-30 | $3,682 |
| 2016 : ALLIED HEATING & AIR CONDITIONING CO., INC. MONEY PURCHASE PENSION PLAN 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-09-30 | $0 |
| Total plan liabilities at beginning of year | 2016-09-30 | $0 |
| Total income from all sources | 2016-09-30 | $337,214 |
| Expenses. Total of all expenses incurred | 2016-09-30 | $4,425 |
| Benefits paid (including direct rollovers) | 2016-09-30 | $0 |
| Total plan assets at end of year | 2016-09-30 | $1,758,725 |
| Total plan assets at beginning of year | 2016-09-30 | $1,425,936 |
| Value of fidelity bond covering the plan | 2016-09-30 | $50,000 |
| Total contributions received or receivable from participants | 2016-09-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2016-09-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-09-30 | $0 |
| Other income received | 2016-09-30 | $225,607 |
| Noncash contributions received | 2016-09-30 | $0 |
| Net income (gross income less expenses) | 2016-09-30 | $332,789 |
| Net plan assets at end of year (total assets less liabilities) | 2016-09-30 | $1,758,725 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-09-30 | $1,425,936 |
| Total contributions received or receivable from employer(s) | 2016-09-30 | $111,607 |
| Value of certain deemed distributions of participant loans | 2016-09-30 | $0 |
| Value of corrective distributions | 2016-09-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-09-30 | $4,425 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-09-30 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2016-09-30 | $0 |
| Minimum employer required contribution for this plan year | 2016-09-30 | $111,608 |
| Amount contributed by the employer to the plan for this plan year | 2016-09-30 | $111,608 |
| 2015 : ALLIED HEATING & AIR CONDITIONING CO., INC. MONEY PURCHASE PENSION PLAN 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-09-30 | $0 |
| Total plan liabilities at beginning of year | 2015-09-30 | $0 |
| Total income from all sources | 2015-09-30 | $18,171 |
| Expenses. Total of all expenses incurred | 2015-09-30 | $369,976 |
| Benefits paid (including direct rollovers) | 2015-09-30 | $369,976 |
| Total plan assets at end of year | 2015-09-30 | $1,425,936 |
| Total plan assets at beginning of year | 2015-09-30 | $1,777,741 |
| Value of fidelity bond covering the plan | 2015-09-30 | $50,000 |
| Total contributions received or receivable from participants | 2015-09-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2015-09-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-09-30 | $0 |
| Other income received | 2015-09-30 | $-83,019 |
| Noncash contributions received | 2015-09-30 | $0 |
| Net income (gross income less expenses) | 2015-09-30 | $-351,805 |
| Net plan assets at end of year (total assets less liabilities) | 2015-09-30 | $1,425,936 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-09-30 | $1,777,741 |
| Total contributions received or receivable from employer(s) | 2015-09-30 | $101,190 |
| Value of certain deemed distributions of participant loans | 2015-09-30 | $0 |
| Value of corrective distributions | 2015-09-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-09-30 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-09-30 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2015-09-30 | $0 |
| Minimum employer required contribution for this plan year | 2015-09-30 | $101,190 |
| Amount contributed by the employer to the plan for this plan year | 2015-09-30 | $101,190 |
| 2014 : ALLIED HEATING & AIR CONDITIONING CO., INC. MONEY PURCHASE PENSION PLAN 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-09-30 | $0 |
| Total plan liabilities at beginning of year | 2014-09-30 | $0 |
| Total income from all sources | 2014-09-30 | $216,656 |
| Expenses. Total of all expenses incurred | 2014-09-30 | $0 |
| Benefits paid (including direct rollovers) | 2014-09-30 | $0 |
| Total plan assets at end of year | 2014-09-30 | $1,777,741 |
| Total plan assets at beginning of year | 2014-09-30 | $1,561,085 |
| Value of fidelity bond covering the plan | 2014-09-30 | $50,000 |
| Total contributions received or receivable from participants | 2014-09-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2014-09-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-09-30 | $0 |
| Other income received | 2014-09-30 | $102,478 |
| Noncash contributions received | 2014-09-30 | $0 |
| Net income (gross income less expenses) | 2014-09-30 | $216,656 |
| Net plan assets at end of year (total assets less liabilities) | 2014-09-30 | $1,777,741 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-09-30 | $1,561,085 |
| Total contributions received or receivable from employer(s) | 2014-09-30 | $114,178 |
| Value of certain deemed distributions of participant loans | 2014-09-30 | $0 |
| Value of corrective distributions | 2014-09-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-09-30 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-09-30 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2014-09-30 | $0 |
| Minimum employer required contribution for this plan year | 2014-09-30 | $114,178 |
| Amount contributed by the employer to the plan for this plan year | 2014-09-30 | $114,178 |
| 2013 : ALLIED HEATING & AIR CONDITIONING CO., INC. MONEY PURCHASE PENSION PLAN 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-09-30 | $0 |
| Total plan liabilities at beginning of year | 2013-09-30 | $0 |
| Total income from all sources | 2013-09-30 | $274,440 |
| Expenses. Total of all expenses incurred | 2013-09-30 | $0 |
| Total plan assets at end of year | 2013-09-30 | $1,561,085 |
| Total plan assets at beginning of year | 2013-09-30 | $1,286,645 |
| Value of fidelity bond covering the plan | 2013-09-30 | $200,000 |
| Total contributions received or receivable from participants | 2013-09-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-09-30 | $0 |
| Other income received | 2013-09-30 | $168,404 |
| Noncash contributions received | 2013-09-30 | $0 |
| Net income (gross income less expenses) | 2013-09-30 | $274,440 |
| Net plan assets at end of year (total assets less liabilities) | 2013-09-30 | $1,561,085 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-09-30 | $1,286,645 |
| Total contributions received or receivable from employer(s) | 2013-09-30 | $106,036 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-09-30 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2013-09-30 | $0 |
| Minimum employer required contribution for this plan year | 2013-09-30 | $106,036 |
| Amount contributed by the employer to the plan for this plan year | 2013-09-30 | $106,036 |
| 2012 : ALLIED HEATING & AIR CONDITIONING CO., INC. MONEY PURCHASE PENSION PLAN 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-09-30 | $0 |
| Total plan liabilities at beginning of year | 2012-09-30 | $22,563 |
| Total income from all sources | 2012-09-30 | $288,407 |
| Expenses. Total of all expenses incurred | 2012-09-30 | $43,423 |
| Benefits paid (including direct rollovers) | 2012-09-30 | $43,423 |
| Total plan assets at end of year | 2012-09-30 | $1,286,645 |
| Total plan assets at beginning of year | 2012-09-30 | $1,064,224 |
| Value of fidelity bond covering the plan | 2012-09-30 | $200,000 |
| Total contributions received or receivable from participants | 2012-09-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2012-09-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-09-30 | $0 |
| Other income received | 2012-09-30 | $192,631 |
| Noncash contributions received | 2012-09-30 | $0 |
| Net income (gross income less expenses) | 2012-09-30 | $244,984 |
| Net plan assets at end of year (total assets less liabilities) | 2012-09-30 | $1,286,645 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-09-30 | $1,041,661 |
| Total contributions received or receivable from employer(s) | 2012-09-30 | $95,776 |
| Value of certain deemed distributions of participant loans | 2012-09-30 | $0 |
| Value of corrective distributions | 2012-09-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-09-30 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-09-30 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2012-09-30 | $0 |
| Minimum employer required contribution for this plan year | 2012-09-30 | $95,776 |
| Amount contributed by the employer to the plan for this plan year | 2012-09-30 | $95,776 |
| 2011 : ALLIED HEATING & AIR CONDITIONING CO., INC. MONEY PURCHASE PENSION PLAN 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-09-30 | $22,563 |
| Total plan liabilities at beginning of year | 2011-09-30 | $22,563 |
| Total income from all sources | 2011-09-30 | $53,279 |
| Expenses. Total of all expenses incurred | 2011-09-30 | $3,172 |
| Benefits paid (including direct rollovers) | 2011-09-30 | $3,172 |
| Total plan assets at end of year | 2011-09-30 | $1,064,224 |
| Total plan assets at beginning of year | 2011-09-30 | $1,014,117 |
| Value of fidelity bond covering the plan | 2011-09-30 | $200,000 |
| Total contributions received or receivable from participants | 2011-09-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2011-09-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-09-30 | $0 |
| Other income received | 2011-09-30 | $-37,550 |
| Noncash contributions received | 2011-09-30 | $0 |
| Net income (gross income less expenses) | 2011-09-30 | $50,107 |
| Net plan assets at end of year (total assets less liabilities) | 2011-09-30 | $1,041,661 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-09-30 | $991,554 |
| Total contributions received or receivable from employer(s) | 2011-09-30 | $90,829 |
| Value of certain deemed distributions of participant loans | 2011-09-30 | $0 |
| Value of corrective distributions | 2011-09-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-09-30 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-09-30 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2011-09-30 | $0 |
| Minimum employer required contribution for this plan year | 2011-09-30 | $95,587 |
| Amount contributed by the employer to the plan for this plan year | 2011-09-30 | $95,587 |
| 2010 : ALLIED HEATING & AIR CONDITIONING CO., INC. MONEY PURCHASE PENSION PLAN 2010 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-09-30 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2010-09-30 | $0 |
| Minimum employer required contribution for this plan year | 2010-09-30 | $69,750 |
| Amount contributed by the employer to the plan for this plan year | 2010-09-30 | $69,750 |
| 2020: ALLIED HEATING & AIR CONDITIONING CO., INC. MONEY PURCHASE PENSION PLAN 2020 form 5500 responses |
|---|
| 2020-10-01 | Type of plan entity | Single employer plan |
| 2020-10-01 | Submission has been amended | No |
| 2020-10-01 | This submission is the final filing | No |
| 2020-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-10-01 | Plan is a collectively bargained plan | No |
| 2020-10-01 | Plan funding arrangement – Insurance | Yes |
| 2020-10-01 | Plan funding arrangement – Trust | Yes |
| 2020-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-10-01 | Plan benefit arrangement - Trust | Yes |
| 2019: ALLIED HEATING & AIR CONDITIONING CO., INC. MONEY PURCHASE PENSION PLAN 2019 form 5500 responses |
|---|
| 2019-10-01 | Type of plan entity | Single employer plan |
| 2019-10-01 | Submission has been amended | No |
| 2019-10-01 | This submission is the final filing | No |
| 2019-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-10-01 | Plan is a collectively bargained plan | No |
| 2019-10-01 | Plan funding arrangement – Insurance | Yes |
| 2019-10-01 | Plan funding arrangement – Trust | Yes |
| 2019-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-10-01 | Plan benefit arrangement - Trust | Yes |
| 2018: ALLIED HEATING & AIR CONDITIONING CO., INC. MONEY PURCHASE PENSION PLAN 2018 form 5500 responses |
|---|
| 2018-10-01 | Type of plan entity | Single employer plan |
| 2018-10-01 | Submission has been amended | No |
| 2018-10-01 | This submission is the final filing | No |
| 2018-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-10-01 | Plan is a collectively bargained plan | No |
| 2018-10-01 | Plan funding arrangement – Insurance | Yes |
| 2018-10-01 | Plan funding arrangement – Trust | Yes |
| 2018-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-10-01 | Plan benefit arrangement - Trust | Yes |
| 2017: ALLIED HEATING & AIR CONDITIONING CO., INC. MONEY PURCHASE PENSION PLAN 2017 form 5500 responses |
|---|
| 2017-10-01 | Type of plan entity | Single employer plan |
| 2017-10-01 | Submission has been amended | No |
| 2017-10-01 | This submission is the final filing | No |
| 2017-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-10-01 | Plan is a collectively bargained plan | No |
| 2017-10-01 | Plan funding arrangement – Insurance | Yes |
| 2017-10-01 | Plan funding arrangement – Trust | Yes |
| 2017-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-10-01 | Plan benefit arrangement - Trust | Yes |
| 2016: ALLIED HEATING & AIR CONDITIONING CO., INC. MONEY PURCHASE PENSION PLAN 2016 form 5500 responses |
|---|
| 2016-10-01 | Type of plan entity | Single employer plan |
| 2016-10-01 | Submission has been amended | No |
| 2016-10-01 | This submission is the final filing | No |
| 2016-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-10-01 | Plan is a collectively bargained plan | No |
| 2016-10-01 | Plan funding arrangement – Insurance | Yes |
| 2016-10-01 | Plan funding arrangement – Trust | Yes |
| 2016-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-10-01 | Plan benefit arrangement - Trust | Yes |
| 2015: ALLIED HEATING & AIR CONDITIONING CO., INC. MONEY PURCHASE PENSION PLAN 2015 form 5500 responses |
|---|
| 2015-10-01 | Type of plan entity | Single employer plan |
| 2015-10-01 | Submission has been amended | No |
| 2015-10-01 | This submission is the final filing | No |
| 2015-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-10-01 | Plan is a collectively bargained plan | No |
| 2015-10-01 | Plan funding arrangement – Insurance | Yes |
| 2015-10-01 | Plan funding arrangement – Trust | Yes |
| 2015-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-10-01 | Plan benefit arrangement - Trust | Yes |
| 2014: ALLIED HEATING & AIR CONDITIONING CO., INC. MONEY PURCHASE PENSION PLAN 2014 form 5500 responses |
|---|
| 2014-10-01 | Type of plan entity | Single employer plan |
| 2014-10-01 | Submission has been amended | No |
| 2014-10-01 | This submission is the final filing | No |
| 2014-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-10-01 | Plan is a collectively bargained plan | No |
| 2014-10-01 | Plan funding arrangement – Insurance | Yes |
| 2014-10-01 | Plan funding arrangement – Trust | Yes |
| 2014-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-10-01 | Plan benefit arrangement - Trust | Yes |
| 2013: ALLIED HEATING & AIR CONDITIONING CO., INC. MONEY PURCHASE PENSION PLAN 2013 form 5500 responses |
|---|
| 2013-10-01 | Type of plan entity | Single employer plan |
| 2013-10-01 | Submission has been amended | No |
| 2013-10-01 | This submission is the final filing | No |
| 2013-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-10-01 | Plan is a collectively bargained plan | No |
| 2013-10-01 | Plan funding arrangement – Insurance | Yes |
| 2013-10-01 | Plan funding arrangement – Trust | Yes |
| 2013-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-10-01 | Plan benefit arrangement - Trust | Yes |
| 2012: ALLIED HEATING & AIR CONDITIONING CO., INC. MONEY PURCHASE PENSION PLAN 2012 form 5500 responses |
|---|
| 2012-10-01 | Type of plan entity | Single employer plan |
| 2012-10-01 | Submission has been amended | No |
| 2012-10-01 | This submission is the final filing | No |
| 2012-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-10-01 | Plan is a collectively bargained plan | No |
| 2012-10-01 | Plan funding arrangement – Insurance | Yes |
| 2012-10-01 | Plan funding arrangement – Trust | Yes |
| 2012-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-10-01 | Plan benefit arrangement - Trust | Yes |
| 2011: ALLIED HEATING & AIR CONDITIONING CO., INC. MONEY PURCHASE PENSION PLAN 2011 form 5500 responses |
|---|
| 2011-10-01 | Type of plan entity | Single employer plan |
| 2011-10-01 | Submission has been amended | No |
| 2011-10-01 | This submission is the final filing | No |
| 2011-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-10-01 | Plan is a collectively bargained plan | No |
| 2011-10-01 | Plan funding arrangement – Insurance | Yes |
| 2011-10-01 | Plan funding arrangement – Trust | Yes |
| 2011-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-10-01 | Plan benefit arrangement - Trust | Yes |
| 2009: ALLIED HEATING & AIR CONDITIONING CO., INC. MONEY PURCHASE PENSION PLAN 2009 form 5500 responses |
|---|
| 2009-10-01 | Type of plan entity | Single employer plan |
| 2009-10-01 | Submission has been amended | No |
| 2009-10-01 | This submission is the final filing | No |
| 2009-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-10-01 | Plan is a collectively bargained plan | No |
| 2009-10-01 | Plan funding arrangement – Insurance | Yes |
| 2009-10-01 | Plan funding arrangement – Trust | Yes |
| 2009-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-10-01 | 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 | 29743 |
| Policy instance | 1 |
| Insurance contract or identification number | 29743 | | Number of Individuals Covered | 19 | | Insurance policy start date | 2020-10-01 | | Insurance policy end date | 2021-09-30 | | Total amount of commissions paid to insurance broker | USD $6,490 | | Total amount of fees paid to insurance company | USD $1,296 | | 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 $6,490 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | BROKER FEES | | Insurance broker organization code? | 3 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 29743 |
| Policy instance | 1 |
| Insurance contract or identification number | 29743 | | Number of Individuals Covered | 21 | | Insurance policy start date | 2019-10-01 | | Insurance policy end date | 2020-09-30 | | Total amount of commissions paid to insurance broker | USD $6,181 | | Total amount of fees paid to insurance company | USD $1,237 | | 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 $6,181 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | BROKER FEES | | Insurance broker organization code? | 3 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 29743 |
| Policy instance | 1 |
| Insurance contract or identification number | 29743 | | Number of Individuals Covered | 20 | | Insurance policy start date | 2018-10-01 | | Insurance policy end date | 2019-09-30 | | Total amount of commissions paid to insurance broker | USD $4,216 | | Total amount of fees paid to insurance company | USD $919 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 919 | | Additional information about fees paid to insurance broker | TPA FEES | | Insurance broker organization code? | 5 | | Commission paid to Insurance Broker | USD $4,216 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 29743 |
| Policy instance | 1 |
| Insurance contract or identification number | 29743 | | Number of Individuals Covered | 16 | | Insurance policy start date | 2017-10-01 | | Insurance policy end date | 2018-09-30 | | Total amount of commissions paid to insurance broker | USD $5,141 | | Total amount of fees paid to insurance company | USD $1,078 | | 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 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 29743 |
| Policy instance | 1 |
| Insurance contract or identification number | 29743 | | Number of Individuals Covered | 18 | | Insurance policy start date | 2015-10-01 | | Insurance policy end date | 2016-09-30 | | Total amount of commissions paid to insurance broker | USD $4,759 | | Total amount of fees paid to insurance company | USD $724 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,759 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 724 | | Additional information about fees paid to insurance broker | TPA FEES | | Insurance broker name | FLYNN, SHOJINAGA & ASSOCIATES, INC. |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 29743 |
| Policy instance | 1 |
| Insurance contract or identification number | 29743 | | Number of Individuals Covered | 14 | | Insurance policy start date | 2014-10-01 | | Insurance policy end date | 2015-09-30 | | Total amount of commissions paid to insurance broker | USD $4,362 | | Total amount of fees paid to insurance company | USD $1,296 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,362 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 1296 | | Additional information about fees paid to insurance broker | TPA FEES | | Insurance broker name | FLYNN, SHOJINAGA & ASSOCIATES, INC. |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 29743 |
| Policy instance | 1 |
| Insurance contract or identification number | 29743 | | Number of Individuals Covered | 14 | | Insurance policy start date | 2013-10-01 | | Insurance policy end date | 2014-09-30 | | Total amount of commissions paid to insurance broker | USD $5,934 | | Total amount of fees paid to insurance company | USD $248 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,934 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 248 | | Additional information about fees paid to insurance broker | TPA FEES | | Insurance broker name | FLYNN, SHOJINAGA & ASSOCIATES, INC. |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 29743 |
| Policy instance | 1 |
| Insurance contract or identification number | 29743 | | Number of Individuals Covered | 14 | | Insurance policy start date | 2011-10-01 | | Insurance policy end date | 2012-09-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 29743 |
| Policy instance | 1 |
| Insurance contract or identification number | 29743 | | Number of Individuals Covered | 15 | | Insurance policy start date | 2011-10-01 | | Insurance policy end date | 2012-09-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | 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 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 29743 |
| Policy instance | 1 |
| Insurance contract or identification number | 29743 | | Number of Individuals Covered | 15 | | Insurance policy start date | 2010-10-01 | | Insurance policy end date | 2011-09-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | 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 |
|
