401k Plan data: TIGHE AND COTTRELL 401K PROFIT SHARING PLAN plan

TIGHE AND COTTRELL 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	TIGHE AND COTTRELL 401K PROFIT SHARING PLAN
Plan identification number	001

TIGHE AND COTTRELL 401K PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

TIGHE AND COTTRELL, P.A. has sponsored the creation of one or more 401k plans.

Company Name: TIGHE AND COTTRELL, P.A.

Employer identification number (EIN): 030392304

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TIGHE AND COTTRELL 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 MELISSA RHOADS 2023-07-14 MELISSA RHOADS 2023-07-14
001 2021-01-01 MELISSA RHOADS 2022-07-26 MELISSA RHOADS 2022-07-26
001 2020-01-01 DANNETTA DANIELSON 2021-07-02 DANNETTA DANIELSON 2021-07-02
001 2020-01-01 DANNETTA DANIELSON 2021-07-01 DANNETTA DANIELSON 2021-07-01
001 2019-01-01 MELISSA RHODES 2020-10-22
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 PAUL COTTRELL
001 2011-01-01 PAUL COTTRELL
001 2010-01-01 PAUL COTTRELL
001 2009-01-01 PAUL COTTRELL

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	MELISSA RHOADS	2023-07-14	MELISSA RHOADS	2023-07-14
001	2021-01-01	MELISSA RHOADS	2022-07-26	MELISSA RHOADS	2022-07-26
001	2020-01-01	DANNETTA DANIELSON	2021-07-02	DANNETTA DANIELSON	2021-07-02
001	2020-01-01	DANNETTA DANIELSON	2021-07-01	DANNETTA DANIELSON	2021-07-01
001	2019-01-01	MELISSA RHODES	2020-10-22
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	PAUL COTTRELL
001	2011-01-01	PAUL COTTRELL
001	2010-01-01	PAUL COTTRELL
001	2009-01-01	PAUL COTTRELL

Plan Statistics for TIGHE AND COTTRELL 401K PROFIT SHARING PLAN

401k plan membership statisitcs for TIGHE AND COTTRELL 401K PROFIT SHARING PLAN

Measure Date Value
2019: TIGHE AND COTTRELL 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 9
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 0
Total of all active and inactive participants 2019-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 9
Number of participants with account balances 2019-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2017: TIGHE AND COTTRELL 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 6
Total of all active and inactive participants 2017-01-01 6
Total participants 2017-01-01 6
Number of participants with account balances 2017-01-01 10
2016: TIGHE AND COTTRELL 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 6
Total of all active and inactive participants 2016-01-01 6
Total participants 2016-01-01 6
Number of participants with account balances 2016-01-01 10
2015: TIGHE AND COTTRELL 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 6
Total of all active and inactive participants 2015-01-01 6
Total participants 2015-01-01 6
Number of participants with account balances 2015-01-01 10
2014: TIGHE AND COTTRELL 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 6
Total of all active and inactive participants 2014-01-01 6
Total participants 2014-01-01 6
Number of participants with account balances 2014-01-01 10
2013: TIGHE AND COTTRELL 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5
Total of all active and inactive participants 2013-01-01 5
Total participants 2013-01-01 5
Number of participants with account balances 2013-01-01 10
2012: TIGHE AND COTTRELL 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 11
Total of all active and inactive participants 2012-01-01 11
Total participants 2012-01-01 11
Number of participants with account balances 2012-01-01 11
2011: TIGHE AND COTTRELL 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 12
Total of all active and inactive participants 2011-01-01 12
Total participants 2011-01-01 12
Number of participants with account balances 2011-01-01 12
2010: TIGHE AND COTTRELL 401K PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 13
Total of all active and inactive participants 2010-01-01 13
Total participants 2010-01-01 13
Number of participants with account balances 2010-01-01 13
2009: TIGHE AND COTTRELL 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 13
Total of all active and inactive participants 2009-01-01 13
Total participants 2009-01-01 13
Number of participants with account balances 2009-01-01 13

Measure	Date	Value
2019: TIGHE AND COTTRELL 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	9
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	0
Total of all active and inactive participants	2019-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	9
Number of participants with account balances	2019-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2017: TIGHE AND COTTRELL 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	6
Total of all active and inactive participants	2017-01-01	6
Total participants	2017-01-01	6
Number of participants with account balances	2017-01-01	10
2016: TIGHE AND COTTRELL 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	6
Total of all active and inactive participants	2016-01-01	6
Total participants	2016-01-01	6
Number of participants with account balances	2016-01-01	10
2015: TIGHE AND COTTRELL 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	6
Total of all active and inactive participants	2015-01-01	6
Total participants	2015-01-01	6
Number of participants with account balances	2015-01-01	10
2014: TIGHE AND COTTRELL 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	6
Total of all active and inactive participants	2014-01-01	6
Total participants	2014-01-01	6
Number of participants with account balances	2014-01-01	10
2013: TIGHE AND COTTRELL 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5
Total of all active and inactive participants	2013-01-01	5
Total participants	2013-01-01	5
Number of participants with account balances	2013-01-01	10
2012: TIGHE AND COTTRELL 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	11
Total of all active and inactive participants	2012-01-01	11
Total participants	2012-01-01	11
Number of participants with account balances	2012-01-01	11
2011: TIGHE AND COTTRELL 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	12
Total of all active and inactive participants	2011-01-01	12
Total participants	2011-01-01	12
Number of participants with account balances	2011-01-01	12
2010: TIGHE AND COTTRELL 401K PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	13
Total of all active and inactive participants	2010-01-01	13
Total participants	2010-01-01	13
Number of participants with account balances	2010-01-01	13
2009: TIGHE AND COTTRELL 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	13
Total of all active and inactive participants	2009-01-01	13
Total participants	2009-01-01	13
Number of participants with account balances	2009-01-01	13

Financial Data on TIGHE AND COTTRELL 401K PROFIT SHARING PLAN

Measure	Date	Value
2019 : TIGHE AND COTTRELL 401K PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$227,150
Expenses. Total of all expenses incurred	2019-12-31	$10,228
Total plan assets at end of year	2019-12-31	$1,201,464
Total plan assets at beginning of year	2019-12-31	$984,542
Value of fidelity bond covering the plan	2019-12-31	$100,000
Total contributions received or receivable from participants	2019-12-31	$26,300
Other income received	2019-12-31	$191,932
Net income (gross income less expenses)	2019-12-31	$216,922
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,201,464
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$984,542
Assets. Value of participant loans	2019-12-31	$11,215
Total contributions received or receivable from employer(s)	2019-12-31	$8,918
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$10,228
2018 : TIGHE AND COTTRELL 401K PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-20,094
Expenses. Total of all expenses incurred	2018-12-31	$31,892
Benefits paid (including direct rollovers)	2018-12-31	$22,135
Total plan assets at end of year	2018-12-31	$984,542
Total plan assets at beginning of year	2018-12-31	$1,036,528
Value of fidelity bond covering the plan	2018-12-31	$100,000
Total contributions received or receivable from participants	2018-12-31	$32,165
Other income received	2018-12-31	$-62,140
Net income (gross income less expenses)	2018-12-31	$-51,986
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$984,542
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,036,528
Total contributions received or receivable from employer(s)	2018-12-31	$9,881
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$9,757
2017 : TIGHE AND COTTRELL 401K PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$166,302
Expenses. Total of all expenses incurred	2017-12-31	$144,514
Benefits paid (including direct rollovers)	2017-12-31	$135,372
Total plan assets at end of year	2017-12-31	$1,036,528
Total plan assets at beginning of year	2017-12-31	$1,014,740
Value of fidelity bond covering the plan	2017-12-31	$85,000
Total contributions received or receivable from participants	2017-12-31	$49,640
Other income received	2017-12-31	$104,469
Net income (gross income less expenses)	2017-12-31	$21,788
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,036,528
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,014,740
Assets. Value of participant loans	2017-12-31	$15,933
Total contributions received or receivable from employer(s)	2017-12-31	$12,193
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$9,142
2016 : TIGHE AND COTTRELL 401K PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$165,945
Expenses. Total of all expenses incurred	2016-12-31	$8,955
Total plan assets at end of year	2016-12-31	$1,014,740
Total plan assets at beginning of year	2016-12-31	$857,750
Value of fidelity bond covering the plan	2016-12-31	$85,000
Total contributions received or receivable from participants	2016-12-31	$46,202
Other income received	2016-12-31	$106,880
Net income (gross income less expenses)	2016-12-31	$156,990
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,014,740
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$857,750
Assets. Value of participant loans	2016-12-31	$21,503
Total contributions received or receivable from employer(s)	2016-12-31	$12,863
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$8,955
2015 : TIGHE AND COTTRELL 401K PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$40,208
Expenses. Total of all expenses incurred	2015-12-31	$8,255
Total plan assets at end of year	2015-12-31	$857,750
Total plan assets at beginning of year	2015-12-31	$825,797
Value of fidelity bond covering the plan	2015-12-31	$85,000
Total contributions received or receivable from participants	2015-12-31	$54,676
Other income received	2015-12-31	$-28,409
Net income (gross income less expenses)	2015-12-31	$31,953
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$857,750
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$825,797
Total contributions received or receivable from employer(s)	2015-12-31	$13,941
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$8,255
2014 : TIGHE AND COTTRELL 401K PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$108,209
Expenses. Total of all expenses incurred	2014-12-31	$27,548
Benefits paid (including direct rollovers)	2014-12-31	$19,825
Total plan assets at end of year	2014-12-31	$825,797
Total plan assets at beginning of year	2014-12-31	$745,136
Value of fidelity bond covering the plan	2014-12-31	$85,000
Total contributions received or receivable from participants	2014-12-31	$54,199
Other income received	2014-12-31	$39,727
Net income (gross income less expenses)	2014-12-31	$80,661
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$825,797
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$745,136
Total contributions received or receivable from employer(s)	2014-12-31	$14,283
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$7,723
2013 : TIGHE AND COTTRELL 401K PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$163,328
Expenses. Total of all expenses incurred	2013-12-31	$6,657
Total plan assets at end of year	2013-12-31	$745,136
Total plan assets at beginning of year	2013-12-31	$588,465
Value of fidelity bond covering the plan	2013-12-31	$70,000
Total contributions received or receivable from participants	2013-12-31	$49,456
Other income received	2013-12-31	$101,766
Net income (gross income less expenses)	2013-12-31	$156,671
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$745,136
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$588,465
Total contributions received or receivable from employer(s)	2013-12-31	$12,106
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$6,657
2012 : TIGHE AND COTTRELL 401K PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$106,755
Expenses. Total of all expenses incurred	2012-12-31	$306,471
Benefits paid (including direct rollovers)	2012-12-31	$300,136
Total plan assets at end of year	2012-12-31	$588,465
Total plan assets at beginning of year	2012-12-31	$788,181
Value of fidelity bond covering the plan	2012-12-31	$70,000
Total contributions received or receivable from participants	2012-12-31	$49,706
Other income received	2012-12-31	$43,494
Net income (gross income less expenses)	2012-12-31	$-199,716
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$588,465
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$788,181
Total contributions received or receivable from employer(s)	2012-12-31	$13,555
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$6,335
2011 : TIGHE AND COTTRELL 401K PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$39,781
Expenses. Total of all expenses incurred	2011-12-31	$9,449
Benefits paid (including direct rollovers)	2011-12-31	$1,786
Total plan assets at end of year	2011-12-31	$788,181
Total plan assets at beginning of year	2011-12-31	$757,849
Total contributions received or receivable from participants	2011-12-31	$53,674
Other income received	2011-12-31	$-26,974
Net income (gross income less expenses)	2011-12-31	$30,332
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$788,181
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$757,849
Total contributions received or receivable from employer(s)	2011-12-31	$13,081
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$7,663
2010 : TIGHE AND COTTRELL 401K PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$160,371
Expenses. Total of all expenses incurred	2010-12-31	$6,496
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$757,849
Total plan assets at beginning of year	2010-12-31	$603,974
Total contributions received or receivable from participants	2010-12-31	$54,259
Other income received	2010-12-31	$90,404
Net income (gross income less expenses)	2010-12-31	$153,875
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$757,849
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$603,974
Total contributions received or receivable from employer(s)	2010-12-31	$15,708
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$6,496

Form 5500 Responses for TIGHE AND COTTRELL 401K PROFIT SHARING PLAN

2019: TIGHE AND COTTRELL 401K PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2017: TIGHE AND COTTRELL 401K PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: TIGHE AND COTTRELL 401K PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: TIGHE AND COTTRELL 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: TIGHE AND COTTRELL 401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: TIGHE AND COTTRELL 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: TIGHE AND COTTRELL 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: TIGHE AND COTTRELL 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: TIGHE AND COTTRELL 401K PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: TIGHE AND COTTRELL 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

21760

Policy instance

Insurance contract or identification number	21760
Number of Individuals Covered	9
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $2,980
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,870
Insurance broker organization code?	3
Insurance broker name	MORGAN STANLEY/SMITH BARNEY

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

21760

Policy instance

Insurance contract or identification number	21760
Number of Individuals Covered	9
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $2,975
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,867
Insurance broker organization code?	3
Insurance broker name	MORGAN STANLEY/SMITH BARNEY

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

21760

Policy instance

Insurance contract or identification number	21760
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 $2,712
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,604
Insurance broker organization code?	3
Insurance broker name	PLANNING CORP OF AMERICA, INCORP

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

21760

Policy instance

Insurance contract or identification number	21760
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 $2,326
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,216
Insurance broker organization code?	3
Insurance broker name	PLANNING CORP OF AMERICA, INCORP

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

21760

Policy instance

Insurance contract or identification number	21760
Number of Individuals Covered	9
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $2,349
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,236
Insurance broker organization code?	3
Insurance broker name	PLANNING CORP OF AMERICA, INCORP

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

21760

Policy instance

Insurance contract or identification number	21760
Number of Individuals Covered	11
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $2,847
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

21760

Policy instance

Insurance contract or identification number	21760
Number of Individuals Covered	12
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $2,326
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	TIGHE AND COTTRELL, P.A.
Employer identification number (EIN):	030392304
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers