D & F DISTRIBUTING, INC. has sponsored the creation of one or more 401k plans.
Additional information about D & F DISTRIBUTING, INC.
Submission information for form 5500 for 401k plan D & F DISTRIBUTING, INC. 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for D & F DISTRIBUTING, INC. 401(K) PROFIT SHARING PLAN
Measure | Date | Value |
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2017: D & F DISTRIBUTING, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 0 |
Number of participants with account balances | 2017-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: D & F DISTRIBUTING, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 9 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 2 |
Total of all active and inactive participants | 2016-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 11 |
Number of participants with account balances | 2016-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: D & F DISTRIBUTING, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 9 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 2 |
Total of all active and inactive participants | 2015-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 11 |
Number of participants with account balances | 2015-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: D & F DISTRIBUTING, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 11 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
Total of all active and inactive participants | 2014-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 11 |
Number of participants with account balances | 2014-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: D & F DISTRIBUTING, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 10 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 1 |
Total of all active and inactive participants | 2013-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 11 |
Number of participants with account balances | 2013-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: D & F DISTRIBUTING, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 10 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
Total of all active and inactive participants | 2012-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 10 |
Number of participants with account balances | 2012-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: D & F DISTRIBUTING, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 10 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
Total of all active and inactive participants | 2011-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 10 |
Number of participants with account balances | 2011-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: D & F DISTRIBUTING, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 10 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 1 |
Total of all active and inactive participants | 2009-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 11 |
Number of participants with account balances | 2009-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2017 : D & F DISTRIBUTING, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $113,594 |
Expenses. Total of all expenses incurred | 2017-12-31 | $529,545 |
Benefits paid (including direct rollovers) | 2017-12-31 | $525,031 |
Total plan assets at end of year | 2017-12-31 | $0 |
Total plan assets at beginning of year | 2017-12-31 | $415,951 |
Value of fidelity bond covering the plan | 2017-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2017-12-31 | $29,963 |
Other income received | 2017-12-31 | $83,631 |
Net income (gross income less expenses) | 2017-12-31 | $-415,951 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $415,951 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $4,514 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : D & F DISTRIBUTING, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $58,358 |
Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
Total plan assets at end of year | 2016-12-31 | $415,951 |
Total plan assets at beginning of year | 2016-12-31 | $357,593 |
Value of fidelity bond covering the plan | 2016-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2016-12-31 | $36,218 |
Other income received | 2016-12-31 | $22,140 |
Net income (gross income less expenses) | 2016-12-31 | $58,358 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $415,951 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $357,593 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : D & F DISTRIBUTING, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $33,460 |
Expenses. Total of all expenses incurred | 2015-12-31 | $32,502 |
Benefits paid (including direct rollovers) | 2015-12-31 | $28,366 |
Total plan assets at end of year | 2015-12-31 | $357,593 |
Total plan assets at beginning of year | 2015-12-31 | $356,635 |
Value of fidelity bond covering the plan | 2015-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2015-12-31 | $38,195 |
Other income received | 2015-12-31 | $-4,735 |
Net income (gross income less expenses) | 2015-12-31 | $958 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $357,593 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $356,635 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $4,136 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : D & F DISTRIBUTING, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $87,444 |
Expenses. Total of all expenses incurred | 2014-12-31 | $0 |
Total plan assets at end of year | 2014-12-31 | $356,635 |
Total plan assets at beginning of year | 2014-12-31 | $269,191 |
Value of fidelity bond covering the plan | 2014-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2014-12-31 | $38,503 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $39,994 |
Other income received | 2014-12-31 | $8,947 |
Net income (gross income less expenses) | 2014-12-31 | $87,444 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $356,635 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $269,191 |
2013 : D & F DISTRIBUTING, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $77,790 |
Expenses. Total of all expenses incurred | 2013-12-31 | $2,751 |
Benefits paid (including direct rollovers) | 2013-12-31 | $0 |
Total plan assets at end of year | 2013-12-31 | $269,191 |
Total plan assets at beginning of year | 2013-12-31 | $194,152 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $2,751 |
Other income received | 2013-12-31 | $40,042 |
Net income (gross income less expenses) | 2013-12-31 | $75,039 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $269,191 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $194,152 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $37,748 |
2012 : D & F DISTRIBUTING, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $46,548 |
Expenses. Total of all expenses incurred | 2012-12-31 | $2,154 |
Total plan assets at end of year | 2012-12-31 | $194,152 |
Total plan assets at beginning of year | 2012-12-31 | $149,758 |
Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
Total contributions received or receivable from participants | 2012-12-31 | $24,619 |
Other income received | 2012-12-31 | $21,929 |
Net income (gross income less expenses) | 2012-12-31 | $44,394 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $194,152 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $149,758 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $2,154 |
2011 : D & F DISTRIBUTING, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data |
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Total plan liabilities at beginning of year | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $16,683 |
Expenses. Total of all expenses incurred | 2011-12-31 | $1,856 |
Total plan assets at end of year | 2011-12-31 | $149,758 |
Total plan assets at beginning of year | 2011-12-31 | $134,931 |
Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
Total contributions received or receivable from participants | 2011-12-31 | $22,712 |
Other income received | 2011-12-31 | $-6,029 |
Net income (gross income less expenses) | 2011-12-31 | $14,827 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $149,758 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $134,931 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $1,856 |
2010 : D & F DISTRIBUTING, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data |
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Total plan liabilities at end of year | 2010-12-31 | $0 |
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $41,055 |
Expenses. Total of all expenses incurred | 2010-12-31 | $8,029 |
Benefits paid (including direct rollovers) | 2010-12-31 | $3,982 |
Total plan assets at end of year | 2010-12-31 | $134,931 |
Total plan assets at beginning of year | 2010-12-31 | $101,905 |
Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $1,524 |
Other income received | 2010-12-31 | $16,167 |
Net income (gross income less expenses) | 2010-12-31 | $33,026 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $134,931 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $101,905 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $24,888 |
Value of corrective distributions | 2010-12-31 | $2,523 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2017: D & F DISTRIBUTING, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | Yes |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Insurance | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement – Insurance | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: D & F DISTRIBUTING, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Insurance | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement – Insurance | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: D & F DISTRIBUTING, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Insurance | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement – Insurance | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: D & F DISTRIBUTING, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: D & F DISTRIBUTING, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: D & F DISTRIBUTING, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: D & F DISTRIBUTING, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: D & F DISTRIBUTING, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 65314 |
Policy instance | 1 |
Insurance contract or identification number | 65314 | Number of Individuals Covered | 0 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $2,126 | Total amount of fees paid to insurance company | USD $0 | 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 $2,126 | Insurance broker organization code? | 4 | Insurance broker name | FIRST ALLIED SECURITIES, INC. |
|
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 65314 |
Policy instance | 1 |
Insurance contract or identification number | 65314 | Number of Individuals Covered | 8 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $1,880 | 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 | Commission paid to Insurance Broker | USD $1,880 | Insurance broker organization code? | 4 | Insurance broker name | FIRST ALLIED SECURITIES, INC. |
|
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 65314 |
Policy instance | 1 |
Insurance contract or identification number | 65314 | Number of Individuals Covered | 9 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $1,465 | 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 | Commission paid to Insurance Broker | USD $1,465 | Insurance broker organization code? | 4 | Insurance broker name | FIRST ALLIED SECURITIES, INC. |
|
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 65314 |
Policy instance | 1 |
Insurance contract or identification number | 65314 | Number of Individuals Covered | 9 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $1,126 | 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 | Commission paid to Insurance Broker | USD $1,126 | Insurance broker organization code? | 4 | Insurance broker name | FIRST ALLIED SECURITIES, INC. |
|
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 65314 |
Policy instance | 1 |
Insurance contract or identification number | 65314 | Number of Individuals Covered | 8 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $856 | 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 | Commission paid to Insurance Broker | USD $778 | Insurance broker organization code? | 3 | Insurance broker name | FIRST ALLIED SECURITES, INC. |
|
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 65314 |
Policy instance | 1 |
Insurance contract or identification number | 65314 | Number of Individuals Covered | 8 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $726 | 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 |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 65314 |
Policy instance | 1 |
Insurance contract or identification number | 65314 | Number of Individuals Covered | 9 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $553 | 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? | 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 | Commission paid to Insurance Broker | USD $553 | Insurance broker organization code? | 3 | Insurance broker name | THE LEADERS GROUP, INC. |
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