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G & M MARINE, INC. 401K PLAN 401k Plan overview

Plan NameG & M MARINE, INC. 401K PLAN
Plan identification number 001

G & M MARINE, INC. 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

G & M MARINE, INC. has sponsored the creation of one or more 401k plans.

Company Name:G & M MARINE, INC.
Employer identification number (EIN):721179317
NAIC Classification:483000
NAIC Description: Water Transportation

Additional information about G & M MARINE, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2007-03-01
Company Identification Number: P07000027795
Legal Registered Office Address: 3090 43RD STREET S.W.

NAPLES

34116

More information about G & M MARINE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan G & M MARINE, INC. 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01WILLIAM TRUFANT WILLIAM TRUFANT2018-07-02
0012016-01-01WILLIAM TRUFANT WILLIAM TRUFANT2017-06-07
0012015-01-01WILLIAM TRUFANT WILLIAM TRUFANT2016-04-06
0012014-01-01WILLIAM TRUFANT WILLIAM TRUFANT2015-06-12
0012013-01-01WILLIAM TRUFANT WILLIAM TRUFANT2014-10-01
0012012-01-01WILLIAM V. TRUFANT, JR.2013-08-28
0012011-01-01WILLIAM V. TRUFANT, JR.2012-10-22
0012010-01-01WILLIAM V. TRUFANT, JR.2011-07-19
0012009-01-01WILLIAM V. TRUFANT, JR.

Plan Statistics for G & M MARINE, INC. 401K PLAN

401k plan membership statisitcs for G & M MARINE, INC. 401K PLAN

Measure Date Value
2020: G & M MARINE, INC. 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-017
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-010
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: G & M MARINE, INC. 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-018
Total number of active participants reported on line 7a of the Form 55002019-01-018
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-018
Number of participants with account balances2019-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: G & M MARINE, INC. 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-018
Total number of active participants reported on line 7a of the Form 55002018-01-018
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-018
Number of participants with account balances2018-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: G & M MARINE, INC. 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-018
Total number of active participants reported on line 7a of the Form 55002017-01-017
Number of retired or separated participants receiving benefits2017-01-011
Total of all active and inactive participants2017-01-018
Total participants2017-01-018
Number of participants with account balances2017-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: G & M MARINE, INC. 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-018
Total number of active participants reported on line 7a of the Form 55002016-01-017
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-018
Number of participants with account balances2016-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: G & M MARINE, INC. 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-019
Total number of active participants reported on line 7a of the Form 55002015-01-017
Number of retired or separated participants receiving benefits2015-01-011
Total of all active and inactive participants2015-01-018
Total participants2015-01-018
Number of participants with account balances2015-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: G & M MARINE, INC. 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-019
Total number of active participants reported on line 7a of the Form 55002014-01-019
Total of all active and inactive participants2014-01-019
Total participants2014-01-019
Number of participants with account balances2014-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: G & M MARINE, INC. 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-019
Total number of active participants reported on line 7a of the Form 55002013-01-019
Total of all active and inactive participants2013-01-019
Total participants2013-01-019
Number of participants with account balances2013-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2009: G & M MARINE, INC. 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0111
Total number of active participants reported on line 7a of the Form 55002009-01-019
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0110
Number of participants with account balances2009-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on G & M MARINE, INC. 401K PLAN

Measure Date Value
2020 : G & M MARINE, INC. 401K PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$98,267
Expenses. Total of all expenses incurred2020-12-31$1,150,603
Benefits paid (including direct rollovers)2020-12-31$1,149,503
Total plan assets at end of year2020-12-31$0
Total plan assets at beginning of year2020-12-31$1,052,336
Value of fidelity bond covering the plan2020-12-31$1,000,000
Total contributions received or receivable from participants2020-12-31$46,713
Expenses. Other expenses not covered elsewhere2020-12-31$0
Other income received2020-12-31$37,175
Net income (gross income less expenses)2020-12-31$-1,052,336
Net plan assets at end of year (total assets less liabilities)2020-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,052,336
Total contributions received or receivable from employer(s)2020-12-31$14,379
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$1,100
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : G & M MARINE, INC. 401K PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$295,777
Expenses. Total of all expenses incurred2019-12-31$135,200
Benefits paid (including direct rollovers)2019-12-31$135,000
Total plan assets at end of year2019-12-31$1,052,336
Total plan assets at beginning of year2019-12-31$891,759
Value of fidelity bond covering the plan2019-12-31$1,000,000
Total contributions received or receivable from participants2019-12-31$69,600
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$206,009
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$160,577
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,052,336
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$891,759
Total contributions received or receivable from employer(s)2019-12-31$20,168
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$200
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : G & M MARINE, INC. 401K PLAN 2018 401k financial data
Total income from all sources2018-12-31$13,930
Expenses. Total of all expenses incurred2018-12-31$33,716
Benefits paid (including direct rollovers)2018-12-31$33,616
Total plan assets at end of year2018-12-31$891,759
Total plan assets at beginning of year2018-12-31$911,545
Value of fidelity bond covering the plan2018-12-31$1,000,000
Total contributions received or receivable from participants2018-12-31$64,249
Other income received2018-12-31$-69,756
Net income (gross income less expenses)2018-12-31$-19,786
Net plan assets at end of year (total assets less liabilities)2018-12-31$891,759
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$911,545
Assets. Value of participant loans2018-12-31$219
Total contributions received or receivable from employer(s)2018-12-31$19,437
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$100
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : G & M MARINE, INC. 401K PLAN 2017 401k financial data
Total income from all sources2017-12-31$187,048
Expenses. Total of all expenses incurred2017-12-31$0
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$911,545
Total plan assets at beginning of year2017-12-31$724,497
Value of fidelity bond covering the plan2017-12-31$1,000,000
Total contributions received or receivable from participants2017-12-31$52,810
Other income received2017-12-31$117,558
Net income (gross income less expenses)2017-12-31$187,048
Net plan assets at end of year (total assets less liabilities)2017-12-31$911,545
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$724,497
Assets. Value of participant loans2017-12-31$3,533
Total contributions received or receivable from employer(s)2017-12-31$16,680
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : G & M MARINE, INC. 401K PLAN 2016 401k financial data
Total income from all sources2016-12-31$112,030
Expenses. Total of all expenses incurred2016-12-31$155,456
Benefits paid (including direct rollovers)2016-12-31$155,000
Total plan assets at end of year2016-12-31$724,497
Total plan assets at beginning of year2016-12-31$767,923
Value of fidelity bond covering the plan2016-12-31$1,000,000
Total contributions received or receivable from participants2016-12-31$51,676
Noncash contributions received2016-12-31$44,154
Net income (gross income less expenses)2016-12-31$-43,426
Net plan assets at end of year (total assets less liabilities)2016-12-31$724,497
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$767,923
Assets. Value of participant loans2016-12-31$10,985
Total contributions received or receivable from employer(s)2016-12-31$16,200
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$456
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : G & M MARINE, INC. 401K PLAN 2015 401k financial data
Total income from all sources2015-12-31$38,906
Expenses. Total of all expenses incurred2015-12-31$3,276
Total plan assets at end of year2015-12-31$767,923
Total plan assets at beginning of year2015-12-31$732,293
Value of fidelity bond covering the plan2015-12-31$1,000,000
Total contributions received or receivable from participants2015-12-31$33,445
Other income received2015-12-31$-10,939
Net income (gross income less expenses)2015-12-31$35,630
Net plan assets at end of year (total assets less liabilities)2015-12-31$767,923
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$732,293
Assets. Value of participant loans2015-12-31$19,545
Total contributions received or receivable from employer(s)2015-12-31$16,400
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$3,276
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : G & M MARINE, INC. 401K PLAN 2014 401k financial data
Total income from all sources2014-12-31$75,662
Expenses. Total of all expenses incurred2014-12-31$4,167
Total plan assets at end of year2014-12-31$732,293
Total plan assets at beginning of year2014-12-31$660,798
Value of fidelity bond covering the plan2014-12-31$1,000,000
Total contributions received or receivable from participants2014-12-31$24,883
Other income received2014-12-31$39,279
Net income (gross income less expenses)2014-12-31$71,495
Net plan assets at end of year (total assets less liabilities)2014-12-31$732,293
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$660,798
Assets. Value of participant loans2014-12-31$29,776
Total contributions received or receivable from employer(s)2014-12-31$11,500
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$4,167
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : G & M MARINE, INC. 401K PLAN 2013 401k financial data
Total income from all sources2013-12-31$148,705
Expenses. Total of all expenses incurred2013-12-31$149,756
Benefits paid (including direct rollovers)2013-12-31$141,920
Total plan assets at end of year2013-12-31$660,798
Total plan assets at beginning of year2013-12-31$661,849
Value of fidelity bond covering the plan2013-12-31$1,000,000
Total contributions received or receivable from participants2013-12-31$16,818
Other income received2013-12-31$131,887
Net income (gross income less expenses)2013-12-31$-1,051
Net plan assets at end of year (total assets less liabilities)2013-12-31$660,798
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$661,849
Assets. Value of participant loans2013-12-31$54,519
Total contributions received or receivable from employer(s)2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$7,836
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2009 : G & M MARINE, INC. 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for G & M MARINE, INC. 401K PLAN

2020: G & M MARINE, INC. 401K PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingYes
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
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: G & M MARINE, INC. 401K PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
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: G & M MARINE, INC. 401K PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
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: G & M MARINE, INC. 401K PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
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: G & M MARINE, INC. 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
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: G & M MARINE, INC. 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
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: G & M MARINE, INC. 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
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: G & M MARINE, INC. 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2009: G & M MARINE, INC. 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
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

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number815212
Policy instance 1
Insurance contract or identification number815212
Number of Individuals Covered8
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $3,644
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $3,644
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number66233
Policy instance 2
Insurance contract or identification number66233
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number815212
Policy instance 1
Insurance contract or identification number815212
Number of Individuals Covered7
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $4,911
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $4,911
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number66233
Policy instance 2
Insurance contract or identification number66233
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number815212
Policy instance 1
Insurance contract or identification number815212
Number of Individuals Covered8
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $3,668
Commission paid to Insurance BrokerUSD $3,668
Insurance broker organization code?3
Insurance broker nameNEXT FINANCIAL GROUP INC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number66233
Policy instance 2
Insurance contract or identification number66233
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Insurance broker organization code?3
Insurance broker nameNEXT FINANCIAL GROUP, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number66233
Policy instance 1
Insurance contract or identification number66233
Number of Individuals Covered8
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $1,850
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $1,850
Insurance broker organization code?3
Insurance broker nameNEXT FINANCIAL GROUP, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number66233
Policy instance 1
Insurance contract or identification number66233
Number of Individuals Covered8
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $1,904
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $1,189
Insurance broker organization code?3
Insurance broker nameH &H PENSION SERVICES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number66233
Policy instance 1
Insurance contract or identification number66233
Number of Individuals Covered9
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $1,744
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $1,544
Insurance broker organization code?3
Insurance broker nameH &H PENSION SERVICES

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