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SANTA MONICA HOMEOPATHIC PHARMACY 401 K PLAN 401k Plan overview

Plan NameSANTA MONICA HOMEOPATHIC PHARMACY 401 K PLAN
Plan identification number 001

SANTA MONICA HOMEOPATHIC PHARMACY 401 K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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

SANTA MONICA HOMEOPATHIC PHARMACY, has sponsored the creation of one or more 401k plans.

Company Name:SANTA MONICA HOMEOPATHIC PHARMACY,
Employer identification number (EIN):680363455
NAIC Classification:621610
NAIC Description:Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SANTA MONICA HOMEOPATHIC PHARMACY 401 K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01DONALD LITVAK
0012017-01-01DONALD LITVAK
0012016-01-01DONALD LITVAK
0012015-01-01DONALD LITVAK
0012014-01-01DONALD LITVAK
0012013-01-01DONALD LITVAK
0012012-01-01DONALD LITVAK
0012011-01-01DONALD LITVAK
0012010-01-01DONALD LITVAK
0012009-01-01DONALD LITVAK

Plan Statistics for SANTA MONICA HOMEOPATHIC PHARMACY 401 K PLAN

401k plan membership statisitcs for SANTA MONICA HOMEOPATHIC PHARMACY 401 K PLAN

Measure Date Value
2022: SANTA MONICA HOMEOPATHIC PHARMACY 401 K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0116
Total number of active participants reported on line 7a of the Form 55002022-01-0113
Total of all active and inactive participants2022-01-0113
Total participants2022-01-0113
Number of participants with account balances2022-01-010
2021: SANTA MONICA HOMEOPATHIC PHARMACY 401 K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0116
Total number of active participants reported on line 7a of the Form 55002021-01-0116
Total of all active and inactive participants2021-01-0116
Total participants2021-01-0116
Number of participants with account balances2021-01-0116
2020: SANTA MONICA HOMEOPATHIC PHARMACY 401 K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0120
Total number of active participants reported on line 7a of the Form 55002020-01-0116
Total of all active and inactive participants2020-01-0116
Total participants2020-01-0116
Number of participants with account balances2020-01-0116
2019: SANTA MONICA HOMEOPATHIC PHARMACY 401 K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0120
Total number of active participants reported on line 7a of the Form 55002019-01-0120
Total of all active and inactive participants2019-01-0120
Total participants2019-01-0120
Number of participants with account balances2019-01-0120
2018: SANTA MONICA HOMEOPATHIC PHARMACY 401 K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0122
Total number of active participants reported on line 7a of the Form 55002018-01-0120
Total of all active and inactive participants2018-01-0120
Total participants2018-01-0120
Number of participants with account balances2018-01-0120
2017: SANTA MONICA HOMEOPATHIC PHARMACY 401 K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0122
Total number of active participants reported on line 7a of the Form 55002017-01-0122
Total of all active and inactive participants2017-01-0122
Total participants2017-01-0122
Number of participants with account balances2017-01-0122
2016: SANTA MONICA HOMEOPATHIC PHARMACY 401 K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0124
Total number of active participants reported on line 7a of the Form 55002016-01-0122
Total of all active and inactive participants2016-01-0122
Total participants2016-01-0122
Number of participants with account balances2016-01-0122
2015: SANTA MONICA HOMEOPATHIC PHARMACY 401 K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0123
Total number of active participants reported on line 7a of the Form 55002015-01-0124
Total of all active and inactive participants2015-01-0124
Total participants2015-01-0124
Number of participants with account balances2015-01-0124
2014: SANTA MONICA HOMEOPATHIC PHARMACY 401 K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0123
Total number of active participants reported on line 7a of the Form 55002014-01-0123
Total of all active and inactive participants2014-01-0123
Total participants2014-01-0123
Number of participants with account balances2014-01-0123
2013: SANTA MONICA HOMEOPATHIC PHARMACY 401 K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0124
Total number of active participants reported on line 7a of the Form 55002013-01-0123
Total of all active and inactive participants2013-01-0123
Total participants2013-01-0123
Number of participants with account balances2013-01-0123
2012: SANTA MONICA HOMEOPATHIC PHARMACY 401 K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0124
Total number of active participants reported on line 7a of the Form 55002012-01-0124
Total of all active and inactive participants2012-01-0124
Total participants2012-01-0124
Number of participants with account balances2012-01-0124
2011: SANTA MONICA HOMEOPATHIC PHARMACY 401 K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0125
Total number of active participants reported on line 7a of the Form 55002011-01-0124
Total of all active and inactive participants2011-01-0124
Total participants2011-01-0124
Number of participants with account balances2011-01-0124
2010: SANTA MONICA HOMEOPATHIC PHARMACY 401 K PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0126
Total number of active participants reported on line 7a of the Form 55002010-01-0125
Total of all active and inactive participants2010-01-0125
Total participants2010-01-0125
Number of participants with account balances2010-01-0125
2009: SANTA MONICA HOMEOPATHIC PHARMACY 401 K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0126
Total number of active participants reported on line 7a of the Form 55002009-01-0125
Number of retired or separated participants receiving benefits2009-01-011
Total of all active and inactive participants2009-01-0126
Total participants2009-01-0126
Number of participants with account balances2009-01-0126

Financial Data on SANTA MONICA HOMEOPATHIC PHARMACY 401 K PLAN

Measure Date Value
2022 : SANTA MONICA HOMEOPATHIC PHARMACY 401 K PLAN 2022 401k financial data
Total income from all sources2022-12-31$-226,982
Expenses. Total of all expenses incurred2022-12-31$366,657
Benefits paid (including direct rollovers)2022-12-31$360,926
Total plan assets at end of year2022-12-31$801,255
Total plan assets at beginning of year2022-12-31$1,394,894
Total contributions received or receivable from participants2022-12-31$19,792
Expenses. Other expenses not covered elsewhere2022-12-31$5,731
Other income received2022-12-31$-246,774
Net income (gross income less expenses)2022-12-31$-593,639
Net plan assets at end of year (total assets less liabilities)2022-12-31$801,255
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,394,894
2021 : SANTA MONICA HOMEOPATHIC PHARMACY 401 K PLAN 2021 401k financial data
Total income from all sources2021-12-31$162,053
Expenses. Total of all expenses incurred2021-12-31$22,513
Benefits paid (including direct rollovers)2021-12-31$18,739
Total plan assets at end of year2021-12-31$1,394,894
Total plan assets at beginning of year2021-12-31$1,255,354
Total contributions received or receivable from participants2021-12-31$23,629
Expenses. Other expenses not covered elsewhere2021-12-31$3,774
Contributions received from other sources (not participants or employers)2021-12-31$224
Other income received2021-12-31$138,200
Net income (gross income less expenses)2021-12-31$139,540
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,394,894
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,255,354
2020 : SANTA MONICA HOMEOPATHIC PHARMACY 401 K PLAN 2020 401k financial data
Total income from all sources2020-12-31$300,346
Expenses. Total of all expenses incurred2020-12-31$552,491
Benefits paid (including direct rollovers)2020-12-31$546,513
Total plan assets at end of year2020-12-31$1,255,354
Total plan assets at beginning of year2020-12-31$1,507,499
Total contributions received or receivable from participants2020-12-31$25,991
Expenses. Other expenses not covered elsewhere2020-12-31$5,978
Other income received2020-12-31$274,355
Net income (gross income less expenses)2020-12-31$-252,145
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,255,354
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,507,499
2019 : SANTA MONICA HOMEOPATHIC PHARMACY 401 K PLAN 2019 401k financial data
Total income from all sources2019-12-31$315,788
Expenses. Total of all expenses incurred2019-12-31$42,688
Benefits paid (including direct rollovers)2019-12-31$36,578
Total plan assets at end of year2019-12-31$1,507,499
Total plan assets at beginning of year2019-12-31$1,234,399
Value of fidelity bond covering the plan2019-12-31$100,000
Total contributions received or receivable from participants2019-12-31$26,591
Expenses. Other expenses not covered elsewhere2019-12-31$6,110
Other income received2019-12-31$289,197
Net income (gross income less expenses)2019-12-31$273,100
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,507,499
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,234,399
2018 : SANTA MONICA HOMEOPATHIC PHARMACY 401 K PLAN 2018 401k financial data
Total income from all sources2018-12-31$-37,116
Expenses. Total of all expenses incurred2018-12-31$95,175
Benefits paid (including direct rollovers)2018-12-31$89,231
Total plan assets at end of year2018-12-31$1,234,399
Total plan assets at beginning of year2018-12-31$1,366,690
Value of fidelity bond covering the plan2018-12-31$100,000
Total contributions received or receivable from participants2018-12-31$33,375
Other income received2018-12-31$-70,491
Net income (gross income less expenses)2018-12-31$-132,291
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,234,399
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,366,690
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$5,944
2017 : SANTA MONICA HOMEOPATHIC PHARMACY 401 K PLAN 2017 401k financial data
Total income from all sources2017-12-31$251,855
Expenses. Total of all expenses incurred2017-12-31$36,305
Benefits paid (including direct rollovers)2017-12-31$24,696
Total plan assets at end of year2017-12-31$1,366,690
Total plan assets at beginning of year2017-12-31$1,151,140
Value of fidelity bond covering the plan2017-12-31$100,000
Total contributions received or receivable from participants2017-12-31$43,910
Expenses. Other expenses not covered elsewhere2017-12-31$11,609
Other income received2017-12-31$207,945
Net income (gross income less expenses)2017-12-31$215,550
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,366,690
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,151,140
2016 : SANTA MONICA HOMEOPATHIC PHARMACY 401 K PLAN 2016 401k financial data
Total income from all sources2016-12-31$154,293
Expenses. Total of all expenses incurred2016-12-31$61,483
Benefits paid (including direct rollovers)2016-12-31$50,527
Total plan assets at end of year2016-12-31$1,151,140
Total plan assets at beginning of year2016-12-31$1,058,330
Value of fidelity bond covering the plan2016-12-31$100,000
Total contributions received or receivable from participants2016-12-31$38,481
Expenses. Other expenses not covered elsewhere2016-12-31$10,956
Contributions received from other sources (not participants or employers)2016-12-31$36,815
Other income received2016-12-31$78,997
Net income (gross income less expenses)2016-12-31$92,810
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,151,140
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,058,330
2015 : SANTA MONICA HOMEOPATHIC PHARMACY 401 K PLAN 2015 401k financial data
Total income from all sources2015-12-31$48,719
Expenses. Total of all expenses incurred2015-12-31$37,609
Benefits paid (including direct rollovers)2015-12-31$26,865
Total plan assets at end of year2015-12-31$1,058,330
Total plan assets at beginning of year2015-12-31$1,047,220
Value of fidelity bond covering the plan2015-12-31$100,000
Total contributions received or receivable from participants2015-12-31$36,686
Expenses. Other expenses not covered elsewhere2015-12-31$10,744
Other income received2015-12-31$9,341
Net income (gross income less expenses)2015-12-31$11,110
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,058,330
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,047,220
Total contributions received or receivable from employer(s)2015-12-31$2,692
2014 : SANTA MONICA HOMEOPATHIC PHARMACY 401 K PLAN 2014 401k financial data
Total income from all sources2014-12-31$100,447
Expenses. Total of all expenses incurred2014-12-31$30,338
Benefits paid (including direct rollovers)2014-12-31$19,832
Total plan assets at end of year2014-12-31$1,047,220
Total plan assets at beginning of year2014-12-31$977,111
Value of fidelity bond covering the plan2014-12-31$100,000
Expenses. Other expenses not covered elsewhere2014-12-31$10,506
Other income received2014-12-31$54,337
Net income (gross income less expenses)2014-12-31$70,109
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,047,220
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$977,111
Total contributions received or receivable from employer(s)2014-12-31$46,110
2013 : SANTA MONICA HOMEOPATHIC PHARMACY 401 K PLAN 2013 401k financial data
Total income from all sources2013-12-31$211,159
Expenses. Total of all expenses incurred2013-12-31$65,725
Benefits paid (including direct rollovers)2013-12-31$56,197
Total plan assets at end of year2013-12-31$977,111
Total plan assets at beginning of year2013-12-31$831,677
Value of fidelity bond covering the plan2013-12-31$100,000
Total contributions received or receivable from participants2013-12-31$38,792
Expenses. Other expenses not covered elsewhere2013-12-31$9,528
Other income received2013-12-31$172,367
Net income (gross income less expenses)2013-12-31$145,434
Net plan assets at end of year (total assets less liabilities)2013-12-31$977,111
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$831,677
2012 : SANTA MONICA HOMEOPATHIC PHARMACY 401 K PLAN 2012 401k financial data
Total income from all sources2012-12-31$131,662
Expenses. Total of all expenses incurred2012-12-31$22,469
Benefits paid (including direct rollovers)2012-12-31$13,988
Total plan assets at end of year2012-12-31$831,677
Total plan assets at beginning of year2012-12-31$722,484
Value of fidelity bond covering the plan2012-12-31$100,000
Total contributions received or receivable from participants2012-12-31$29,665
Expenses. Other expenses not covered elsewhere2012-12-31$8,481
Other income received2012-12-31$101,997
Net income (gross income less expenses)2012-12-31$109,193
Net plan assets at end of year (total assets less liabilities)2012-12-31$831,677
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$722,484
2011 : SANTA MONICA HOMEOPATHIC PHARMACY 401 K PLAN 2011 401k financial data
Total income from all sources2011-12-31$20,941
Expenses. Total of all expenses incurred2011-12-31$69,621
Benefits paid (including direct rollovers)2011-12-31$61,590
Total plan assets at end of year2011-12-31$722,484
Total plan assets at beginning of year2011-12-31$771,164
Value of fidelity bond covering the plan2011-12-31$100,000
Total contributions received or receivable from participants2011-12-31$31,080
Expenses. Other expenses not covered elsewhere2011-12-31$8,031
Other income received2011-12-31$-10,139
Net income (gross income less expenses)2011-12-31$-48,680
Net plan assets at end of year (total assets less liabilities)2011-12-31$722,484
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$771,164
2010 : SANTA MONICA HOMEOPATHIC PHARMACY 401 K PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$291
Total income from all sources2010-12-31$135,815
Expenses. Total of all expenses incurred2010-12-31$63,848
Benefits paid (including direct rollovers)2010-12-31$56,291
Total plan assets at end of year2010-12-31$771,164
Total plan assets at beginning of year2010-12-31$698,906
Value of fidelity bond covering the plan2010-12-31$100,000
Total contributions received or receivable from participants2010-12-31$35,419
Expenses. Other expenses not covered elsewhere2010-12-31$7,557
Other income received2010-12-31$100,396
Net income (gross income less expenses)2010-12-31$71,967
Net plan assets at end of year (total assets less liabilities)2010-12-31$771,164
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$698,906
2009 : SANTA MONICA HOMEOPATHIC PHARMACY 401 K PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for SANTA MONICA HOMEOPATHIC PHARMACY 401 K PLAN

2022: SANTA MONICA HOMEOPATHIC PHARMACY 401 K PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SANTA MONICA HOMEOPATHIC PHARMACY 401 K PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SANTA MONICA HOMEOPATHIC PHARMACY 401 K PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SANTA MONICA HOMEOPATHIC PHARMACY 401 K PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SANTA MONICA HOMEOPATHIC PHARMACY 401 K PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SANTA MONICA HOMEOPATHIC PHARMACY 401 K PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SANTA MONICA HOMEOPATHIC PHARMACY 401 K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SANTA MONICA HOMEOPATHIC PHARMACY 401 K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SANTA MONICA HOMEOPATHIC PHARMACY 401 K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SANTA MONICA HOMEOPATHIC PHARMACY 401 K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SANTA MONICA HOMEOPATHIC PHARMACY 401 K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SANTA MONICA HOMEOPATHIC PHARMACY 401 K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SANTA MONICA HOMEOPATHIC PHARMACY 401 K PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SANTA MONICA HOMEOPATHIC PHARMACY 401 K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
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 number74397
Policy instance 1
Insurance contract or identification number74397
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number74397
Policy instance 1
Insurance contract or identification number74397
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number74397
Policy instance 1
Insurance contract or identification number74397
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number74397
Policy instance 1
Insurance contract or identification number74397
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of fees paid to insurance companyUSD $6,111
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees6111
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number74397
Policy instance 1
Insurance contract or identification number74397
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $5,944
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,944
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number74397
Policy instance 1
Insurance contract or identification number74397
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $11,609
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,609
Insurance broker organization code?3
Insurance broker nameBANCWEST INVESTMENT SERVICES, INC

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