OFFICE & PROFESSIONAL EMPLOYEES INTERNATIONAL UNION LOCAL #30 has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan OFFICE & PROFESSIONAL EMPLOYEES INTERNATIONAL UNION LOCAL NO. 5 RETIREMENT SAVINGS PLAN
401k plan membership statisitcs for OFFICE & PROFESSIONAL EMPLOYEES INTERNATIONAL UNION LOCAL NO. 5 RETIREMENT SAVINGS PLAN
| Measure | Date | Value |
|---|
| 2021: OFFICE & PROFESSIONAL EMPLOYEES INTERNATIONAL UNION LOCAL NO. 5 RETIREMENT SAVINGS PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 90 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 0 |
| Number of participants with account balances | 2021-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| Number of employers contributing to the scheme | 2021-01-01 | 0 |
| 2020: OFFICE & PROFESSIONAL EMPLOYEES INTERNATIONAL UNION LOCAL NO. 5 RETIREMENT SAVINGS PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 87 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 75 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 15 |
| Total of all active and inactive participants | 2020-01-01 | 90 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 90 |
| Number of participants with account balances | 2020-01-01 | 83 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| Number of employers contributing to the scheme | 2020-01-01 | 15 |
| 2019: OFFICE & PROFESSIONAL EMPLOYEES INTERNATIONAL UNION LOCAL NO. 5 RETIREMENT SAVINGS PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 84 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 62 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 25 |
| Total of all active and inactive participants | 2019-01-01 | 87 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 87 |
| Number of participants with account balances | 2019-01-01 | 87 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| Number of employers contributing to the scheme | 2019-01-01 | 15 |
| 2018: OFFICE & PROFESSIONAL EMPLOYEES INTERNATIONAL UNION LOCAL NO. 5 RETIREMENT SAVINGS PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 84 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 77 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 7 |
| Total of all active and inactive participants | 2018-01-01 | 84 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 84 |
| Number of participants with account balances | 2018-01-01 | 84 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| Number of employers contributing to the scheme | 2018-01-01 | 15 |
| 2017: OFFICE & PROFESSIONAL EMPLOYEES INTERNATIONAL UNION LOCAL NO. 5 RETIREMENT SAVINGS PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 91 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 78 |
| 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 | 6 |
| Total of all active and inactive participants | 2017-01-01 | 84 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 84 |
| Number of participants with account balances | 2017-01-01 | 84 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| Number of employers contributing to the scheme | 2017-01-01 | 13 |
| 2016: OFFICE & PROFESSIONAL EMPLOYEES INTERNATIONAL UNION LOCAL NO. 5 RETIREMENT SAVINGS PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 88 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 64 |
| 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 | 24 |
| Total of all active and inactive participants | 2016-01-01 | 88 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 88 |
| Number of participants with account balances | 2016-01-01 | 75 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| Number of employers contributing to the scheme | 2016-01-01 | 13 |
| 2015: OFFICE & PROFESSIONAL EMPLOYEES INTERNATIONAL UNION LOCAL NO. 5 RETIREMENT SAVINGS PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 76 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 76 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 8 |
| Total of all active and inactive participants | 2015-01-01 | 84 |
| Total participants | 2015-01-01 | 84 |
| Number of participants with account balances | 2015-01-01 | 84 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| Number of employers contributing to the scheme | 2015-01-01 | 14 |
| Measure | Date | Value |
|---|
| 2021 : OFFICE & PROFESSIONAL EMPLOYEES INTERNATIONAL UNION LOCAL NO. 5 RETIREMENT SAVINGS PLAN 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-05-31 | $-2,286,163 |
| Total income from all sources | 2021-05-31 | $254,795 |
| Expenses. Total of all expenses incurred | 2021-05-31 | $11,037 |
| Benefits paid (including direct rollovers) | 2021-05-31 | $10,770 |
| Total plan assets at end of year | 2021-05-31 | $0 |
| Total plan assets at beginning of year | 2021-05-31 | $2,042,405 |
| Value of fidelity bond covering the plan | 2021-05-31 | $500,000 |
| Total contributions received or receivable from participants | 2021-05-31 | $60,786 |
| Expenses. Other expenses not covered elsewhere | 2021-05-31 | $92 |
| Other income received | 2021-05-31 | $151,472 |
| Net income (gross income less expenses) | 2021-05-31 | $243,758 |
| Net plan assets at end of year (total assets less liabilities) | 2021-05-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-05-31 | $2,042,405 |
| Total contributions received or receivable from employer(s) | 2021-05-31 | $42,537 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-05-31 | $175 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-05-31 | $0 |
| 2020 : OFFICE & PROFESSIONAL EMPLOYEES INTERNATIONAL UNION LOCAL NO. 5 RETIREMENT SAVINGS PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $515,324 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $388,923 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $386,448 |
| Total plan assets at end of year | 2020-12-31 | $2,042,405 |
| Total plan assets at beginning of year | 2020-12-31 | $1,916,004 |
| Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $159,542 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $2,475 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $21,221 |
| Other income received | 2020-12-31 | $243,684 |
| Net income (gross income less expenses) | 2020-12-31 | $126,401 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $2,042,405 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,916,004 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $90,877 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : OFFICE & PROFESSIONAL EMPLOYEES INTERNATIONAL UNION LOCAL NO. 5 RETIREMENT SAVINGS PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $533,607 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $178,995 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $177,944 |
| Total plan assets at end of year | 2019-12-31 | $1,916,004 |
| Total plan assets at beginning of year | 2019-12-31 | $1,561,392 |
| Value of fidelity bond covering the plan | 2019-12-31 | $160,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $154,600 |
| Other income received | 2019-12-31 | $294,755 |
| Net income (gross income less expenses) | 2019-12-31 | $354,612 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,916,004 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,561,392 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $84,252 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $1,051 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : OFFICE & PROFESSIONAL EMPLOYEES INTERNATIONAL UNION LOCAL NO. 5 RETIREMENT SAVINGS PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $92,853 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $92,065 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $91,487 |
| Total plan assets at end of year | 2018-12-31 | $1,561,392 |
| Total plan assets at beginning of year | 2018-12-31 | $1,560,604 |
| Value of fidelity bond covering the plan | 2018-12-31 | $160,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $116,748 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $1,410 |
| Other income received | 2018-12-31 | $-120,717 |
| Net income (gross income less expenses) | 2018-12-31 | $788 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,561,392 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,560,604 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $95,412 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $578 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : OFFICE & PROFESSIONAL EMPLOYEES INTERNATIONAL UNION LOCAL NO. 5 RETIREMENT SAVINGS PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $399,291 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $356,604 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $352,672 |
| Total plan assets at end of year | 2017-12-31 | $1,560,604 |
| Total plan assets at beginning of year | 2017-12-31 | $1,517,917 |
| Value of fidelity bond covering the plan | 2017-12-31 | $160,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $97,378 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $214,961 |
| Net income (gross income less expenses) | 2017-12-31 | $42,687 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,560,604 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,517,917 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $86,952 |
| Value of corrective distributions | 2017-12-31 | $2,136 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $1,796 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : OFFICE & PROFESSIONAL EMPLOYEES INTERNATIONAL UNION LOCAL NO. 5 RETIREMENT SAVINGS PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $271,186 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $252,621 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $249,979 |
| Total plan assets at end of year | 2016-12-31 | $1,517,917 |
| Total plan assets at beginning of year | 2016-12-31 | $1,499,352 |
| Value of fidelity bond covering the plan | 2016-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $99,203 |
| Other income received | 2016-12-31 | $97,427 |
| Net income (gross income less expenses) | 2016-12-31 | $18,565 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,517,917 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,499,352 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $74,556 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $2,642 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : OFFICE & PROFESSIONAL EMPLOYEES INTERNATIONAL UNION LOCAL NO. 5 RETIREMENT SAVINGS PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $133,228 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $448,524 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $446,169 |
| Total plan assets at end of year | 2015-12-31 | $1,499,352 |
| Total plan assets at beginning of year | 2015-12-31 | $1,814,648 |
| Value of fidelity bond covering the plan | 2015-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $88,683 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $721 |
| Other income received | 2015-12-31 | $-30,963 |
| Net income (gross income less expenses) | 2015-12-31 | $-315,296 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,499,352 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,814,648 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $75,508 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $1,634 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2021: OFFICE & PROFESSIONAL EMPLOYEES INTERNATIONAL UNION LOCAL NO. 5 RETIREMENT SAVINGS PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Multi-employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | Yes |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2021-01-01 | Plan is a collectively bargained plan | Yes |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: OFFICE & PROFESSIONAL EMPLOYEES INTERNATIONAL UNION LOCAL NO. 5 RETIREMENT SAVINGS PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Multi-employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | Yes |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: OFFICE & PROFESSIONAL EMPLOYEES INTERNATIONAL UNION LOCAL NO. 5 RETIREMENT SAVINGS PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Multi-employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | Yes |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: OFFICE & PROFESSIONAL EMPLOYEES INTERNATIONAL UNION LOCAL NO. 5 RETIREMENT SAVINGS PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Multi-employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | Yes |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: OFFICE & PROFESSIONAL EMPLOYEES INTERNATIONAL UNION LOCAL NO. 5 RETIREMENT SAVINGS PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Multi-employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 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 | Yes |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: OFFICE & PROFESSIONAL EMPLOYEES INTERNATIONAL UNION LOCAL NO. 5 RETIREMENT SAVINGS PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Multi-employer plan |
| 2016-01-01 | Submission has been amended | Yes |
| 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 | Yes |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: OFFICE & PROFESSIONAL EMPLOYEES INTERNATIONAL UNION LOCAL NO. 5 RETIREMENT SAVINGS PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Multi-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 | Yes |
| 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 |
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 92879 |
| Policy instance | 1 |
| Insurance contract or identification number | 92879 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-05-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $235 | | 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 $0 | | Amount paid for insurance broker fees | 235 | | Additional information about fees paid to insurance broker | ADMINISTRATION FEES; TPA COMPENSATION | | Insurance broker organization code? | 5 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 92879 |
| Policy instance | 1 |
| Insurance contract or identification number | 92879 | | Number of Individuals Covered | 91 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $3,154 | | 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 $3,154 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | ADMINISTRATION FEES; TPA COMPENSATION | | Insurance broker organization code? | 5 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 92879 |
| Policy instance | 1 |
| Insurance contract or identification number | 92879 | | Number of Individuals Covered | 87 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $6,920 | | Total amount of fees paid to insurance company | USD $1,775 | | 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 $6,920 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 1775 | | Additional information about fees paid to insurance broker | ADMINISTRATION FEES; TPA COMPENSATION |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 92879 |
| Policy instance | 1 |
| Insurance contract or identification number | 92879 | | Number of Individuals Covered | 88 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $3,971 | | Total amount of fees paid to insurance company | USD $1,299 | | 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 $3,971 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 1299 | | Additional information about fees paid to insurance broker | ADMINISTRATION FEES; TPA COMPENSATION |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 92879 |
| Policy instance | 1 |
| Insurance contract or identification number | 92879 | | Number of Individuals Covered | 82 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $5,264 | | Total amount of fees paid to insurance company | USD $2,067 | | 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 $5,264 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 2067 | | Additional information about fees paid to insurance broker | ADMINISTRATION FEES; TPA COMPENSATION | | Insurance broker name | HUNTER BENEFITS CONSULTING GROUP, I |
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| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 92879 |
| Policy instance | 1 |
| Insurance contract or identification number | 92879 | | Number of Individuals Covered | 76 | | Insurance policy start date | 2016-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $1,634 | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | Yes | | Other information about contract | GROUP ANNUITY | | Amount paid for insurance broker fees | 1634 | | Additional information about fees paid to insurance broker | DISTRIBUTION FEES | | Insurance broker organization code? | 5 | | Insurance broker name | NORTH AMERICAN EMPLOYER SOLUTIONS |
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