THE HERBFARM, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE HERBFARM 401(K) RETIREMENT SAVINGS PLAN & TRUST
401k plan membership statisitcs for THE HERBFARM 401(K) RETIREMENT SAVINGS PLAN & TRUST
| Measure | Date | Value |
|---|
| 2018: THE HERBFARM 401(K) RETIREMENT SAVINGS PLAN & TRUST 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 25 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 17 |
| 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 | 6 |
| Total of all active and inactive participants | 2018-01-01 | 23 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 23 |
| Number of participants with account balances | 2018-01-01 | 20 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: THE HERBFARM 401(K) RETIREMENT SAVINGS PLAN & TRUST 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 26 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 19 |
| 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 | 25 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 25 |
| Number of participants with account balances | 2017-01-01 | 19 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: THE HERBFARM 401(K) RETIREMENT SAVINGS PLAN & TRUST 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 25 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 18 |
| 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 | 5 |
| Total of all active and inactive participants | 2016-01-01 | 23 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 23 |
| Number of participants with account balances | 2016-01-01 | 17 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: THE HERBFARM 401(K) RETIREMENT SAVINGS PLAN & TRUST 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 19 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 16 |
| 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 | 7 |
| Total of all active and inactive participants | 2015-01-01 | 23 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 23 |
| Number of participants with account balances | 2015-01-01 | 18 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: THE HERBFARM 401(K) RETIREMENT SAVINGS PLAN & TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 20 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 13 |
| 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 | 6 |
| Total of all active and inactive participants | 2014-01-01 | 19 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 19 |
| Number of participants with account balances | 2014-01-01 | 14 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: THE HERBFARM 401(K) RETIREMENT SAVINGS PLAN & TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 18 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 17 |
| 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 | 3 |
| Total of all active and inactive participants | 2013-01-01 | 20 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 20 |
| Number of participants with account balances | 2013-01-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2018 : THE HERBFARM 401(K) RETIREMENT SAVINGS PLAN & TRUST 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $42,858 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $9,852 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $6,263 |
| Total plan assets at end of year | 2018-12-31 | $671,380 |
| Total plan assets at beginning of year | 2018-12-31 | $638,374 |
| Value of fidelity bond covering the plan | 2018-12-31 | $20,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $72,822 |
| Other income received | 2018-12-31 | $-52,643 |
| Net income (gross income less expenses) | 2018-12-31 | $33,006 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $671,380 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $638,374 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $22,679 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $3,589 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : THE HERBFARM 401(K) RETIREMENT SAVINGS PLAN & TRUST 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $197,992 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $7,857 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $3,432 |
| Total plan assets at end of year | 2017-12-31 | $638,374 |
| Total plan assets at beginning of year | 2017-12-31 | $448,239 |
| Value of fidelity bond covering the plan | 2017-12-31 | $20,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $69,881 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $18,919 |
| Other income received | 2017-12-31 | $88,142 |
| Net income (gross income less expenses) | 2017-12-31 | $190,135 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $638,374 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $448,239 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $21,050 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $4,425 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : THE HERBFARM 401(K) RETIREMENT SAVINGS PLAN & TRUST 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $114,839 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $40,125 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $35,719 |
| Total plan assets at end of year | 2016-12-31 | $448,239 |
| Total plan assets at beginning of year | 2016-12-31 | $373,525 |
| Value of fidelity bond covering the plan | 2016-12-31 | $20,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $66,106 |
| Other income received | 2016-12-31 | $32,314 |
| Net income (gross income less expenses) | 2016-12-31 | $74,714 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $448,239 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $373,525 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $16,419 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $4,406 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : THE HERBFARM 401(K) RETIREMENT SAVINGS PLAN & TRUST 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $76,964 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $2,340 |
| Total plan assets at end of year | 2015-12-31 | $373,525 |
| Total plan assets at beginning of year | 2015-12-31 | $298,901 |
| Value of fidelity bond covering the plan | 2015-12-31 | $20,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $63,468 |
| Other income received | 2015-12-31 | $-4,379 |
| Net income (gross income less expenses) | 2015-12-31 | $74,624 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $373,525 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $298,901 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $17,875 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $2,340 |
| 2014 : THE HERBFARM 401(K) RETIREMENT SAVINGS PLAN & TRUST 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $92,184 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $10,009 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $8,238 |
| Total plan assets at end of year | 2014-12-31 | $298,901 |
| Total plan assets at beginning of year | 2014-12-31 | $216,726 |
| Value of fidelity bond covering the plan | 2014-12-31 | $20,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $60,369 |
| Other income received | 2014-12-31 | $16,367 |
| Net income (gross income less expenses) | 2014-12-31 | $82,175 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $298,901 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $216,726 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $15,448 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $1,771 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : THE HERBFARM 401(K) RETIREMENT SAVINGS PLAN & TRUST 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $70,871 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $1,311 |
| Total plan assets at end of year | 2013-12-31 | $216,726 |
| Total plan assets at beginning of year | 2013-12-31 | $147,166 |
| Value of fidelity bond covering the plan | 2013-12-31 | $20,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $22,417 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $3,722 |
| Other income received | 2013-12-31 | $29,798 |
| Net income (gross income less expenses) | 2013-12-31 | $69,560 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $216,726 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $147,166 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $14,934 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $1,311 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2018: THE HERBFARM 401(K) RETIREMENT SAVINGS PLAN & TRUST 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single 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 | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: THE HERBFARM 401(K) RETIREMENT SAVINGS PLAN & TRUST 2017 form 5500 responses |
|---|
| 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 | 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 | 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: THE HERBFARM 401(K) RETIREMENT SAVINGS PLAN & TRUST 2016 form 5500 responses |
|---|
| 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 - Trust | Yes |
| 2015: THE HERBFARM 401(K) RETIREMENT SAVINGS PLAN & TRUST 2015 form 5500 responses |
|---|
| 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 - Trust | Yes |
| 2014: THE HERBFARM 401(K) RETIREMENT SAVINGS PLAN & TRUST 2014 form 5500 responses |
|---|
| 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 - Trust | Yes |
| 2013: THE HERBFARM 401(K) RETIREMENT SAVINGS PLAN & TRUST 2013 form 5500 responses |
|---|
| 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 - Trust | Yes |
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 87228 |
| Policy instance | 1 |
| Insurance contract or identification number | 87228 | | Number of Individuals Covered | 20 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $3,420 | | Total amount of fees paid to insurance company | USD $496 | | 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? | Yes | | 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 | | Other information about contract | GROUP ANNUITY | | Commission paid to Insurance Broker | USD $3,420 | | Insurance broker organization code? | 6 | | Amount paid for insurance broker fees | 496 | | Additional information about fees paid to insurance broker | TPA FEES |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 87228 |
| Policy instance | 1 |
| Insurance contract or identification number | 87228 | | Number of Individuals Covered | 20 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $2,570 | | Total amount of fees paid to insurance company | USD $296 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | Yes | | 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 | | Other information about contract | GROUP ANNUITY | | Commission paid to Insurance Broker | USD $2,028 | | Insurance broker organization code? | 6 | | Amount paid for insurance broker fees | 296 | | Additional information about fees paid to insurance broker | TPA FEES | | Insurance broker name | HUNTER BENEFITS CONSULITING GROUP |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 87228 |
| Policy instance | 1 |
| Insurance contract or identification number | 87228 | | Number of Individuals Covered | 18 | | Insurance policy start date | 2015-01-01 | | 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 $166 | | 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? | Yes | | 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 | | Other information about contract | GROUP ANNUITY | | Amount paid for insurance broker fees | 166 | | Additional information about fees paid to insurance broker | TPA FEES | | Insurance broker organization code? | 5 | | Insurance broker name | HUNTER BENEFITS CONSULITING GROUP |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 87228 |
| Policy instance | 1 |
| Insurance contract or identification number | 87228 | | Number of Individuals Covered | 14 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $122 | | 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? | Yes | | 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 | | Other information about contract | GROUP ANNUITY | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 122 | | Additional information about fees paid to insurance broker | TPA FEES | | Insurance broker organization code? | 5 | | Insurance broker name | HUNTER BENEFITS CONSULITING GROUP |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 87228 |
| Policy instance | 1 |
| Insurance contract or identification number | 87228 | | Number of Individuals Covered | 12 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $86 | | 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? | Yes | | 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 | | Other information about contract | GROUP ANNUITY | | Amount paid for insurance broker fees | 86 | | Additional information about fees paid to insurance broker | TPA FEES | | Insurance broker organization code? | 5 | | Insurance broker name | HUNTER BENEFITS CONSULITING GROUP |
|
