THIRTY ACRE WOOD, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THIRTY ACRE WOOD, LLC 401(K) PLAN
Measure | Date | Value |
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2021: THIRTY ACRE WOOD, LLC 401(K) PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 14 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 2 |
Total of all active and inactive participants | 2021-01-01 | 19 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 19 |
Number of participants with account balances | 2021-01-01 | 19 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: THIRTY ACRE WOOD, LLC 401(K) PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 14 |
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 | 5 |
Total of all active and inactive participants | 2020-01-01 | 19 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 19 |
Number of participants with account balances | 2020-01-01 | 19 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 1 |
2019: THIRTY ACRE WOOD, LLC 401(K) PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 15 |
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 | 5 |
Total of all active and inactive participants | 2019-01-01 | 20 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 20 |
Number of participants with account balances | 2019-01-01 | 20 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: THIRTY ACRE WOOD, LLC 401(K) PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 15 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 19 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 19 |
Number of participants with account balances | 2018-01-01 | 19 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: THIRTY ACRE WOOD, LLC 401(K) PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 15 |
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 | 3 |
Total of all active and inactive participants | 2017-01-01 | 18 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 18 |
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: THIRTY ACRE WOOD, LLC 401(K) PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 21 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 14 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 1 |
Total of all active and inactive participants | 2016-01-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 17 |
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: THIRTY ACRE WOOD, LLC 401(K) PLAN 2015 401k membership |
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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 | 14 |
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 | 21 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 21 |
Number of participants with account balances | 2015-01-01 | 21 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 1 |
2014: THIRTY ACRE WOOD, LLC 401(K) PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 14 |
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 | 5 |
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 | 19 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
2013: THIRTY ACRE WOOD, LLC 401(K) PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 15 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 2 |
Total of all active and inactive participants | 2013-01-01 | 19 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 19 |
Number of participants with account balances | 2013-01-01 | 19 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: THIRTY ACRE WOOD, LLC 401(K) PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 23 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 12 |
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 | 8 |
Total of all active and inactive participants | 2012-01-01 | 20 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 20 |
Number of participants with account balances | 2012-01-01 | 20 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: THIRTY ACRE WOOD, LLC 401(K) PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 23 |
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 | 13 |
Total of all active and inactive participants | 2011-01-01 | 23 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 23 |
Number of participants with account balances | 2011-01-01 | 23 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: THIRTY ACRE WOOD, LLC 401(K) PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 24 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 14 |
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 | 8 |
Total of all active and inactive participants | 2009-01-01 | 22 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 22 |
Number of participants with account balances | 2009-01-01 | 22 |
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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2021 : THIRTY ACRE WOOD, LLC 401(K) PLAN 2021 401k financial data |
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Total income from all sources | 2021-12-31 | $457,849 |
Expenses. Total of all expenses incurred | 2021-12-31 | $1,800 |
Benefits paid (including direct rollovers) | 2021-12-31 | $1,700 |
Total plan assets at end of year | 2021-12-31 | $4,110,143 |
Total plan assets at beginning of year | 2021-12-31 | $3,654,094 |
Value of fidelity bond covering the plan | 2021-12-31 | $366,000 |
Total contributions received or receivable from participants | 2021-12-31 | $102,506 |
Other income received | 2021-12-31 | $224,422 |
Net income (gross income less expenses) | 2021-12-31 | $456,049 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $4,110,143 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $3,654,094 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $130,921 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $100 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
2020 : THIRTY ACRE WOOD, LLC 401(K) PLAN 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $490,922 |
Expenses. Total of all expenses incurred | 2020-12-31 | $17,582 |
Benefits paid (including direct rollovers) | 2020-12-31 | $17,482 |
Total plan assets at end of year | 2020-12-31 | $3,654,094 |
Total plan assets at beginning of year | 2020-12-31 | $3,180,754 |
Value of fidelity bond covering the plan | 2020-12-31 | $319,000 |
Total contributions received or receivable from participants | 2020-12-31 | $101,414 |
Other income received | 2020-12-31 | $271,864 |
Net income (gross income less expenses) | 2020-12-31 | $473,340 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $3,654,094 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,180,754 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $117,644 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $100 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : THIRTY ACRE WOOD, LLC 401(K) PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $541,177 |
Expenses. Total of all expenses incurred | 2019-12-31 | $117,650 |
Benefits paid (including direct rollovers) | 2019-12-31 | $117,250 |
Total plan assets at end of year | 2019-12-31 | $3,180,754 |
Total plan assets at beginning of year | 2019-12-31 | $2,757,227 |
Value of fidelity bond covering the plan | 2019-12-31 | $276,000 |
Total contributions received or receivable from participants | 2019-12-31 | $109,003 |
Other income received | 2019-12-31 | $306,024 |
Net income (gross income less expenses) | 2019-12-31 | $423,527 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $3,180,754 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,757,227 |
Assets. Value of participant loans | 2019-12-31 | $681 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $126,150 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $400 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : THIRTY ACRE WOOD, LLC 401(K) PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $148,197 |
Expenses. Total of all expenses incurred | 2018-12-31 | $1,406 |
Benefits paid (including direct rollovers) | 2018-12-31 | $1,081 |
Total plan assets at end of year | 2018-12-31 | $2,757,227 |
Total plan assets at beginning of year | 2018-12-31 | $2,610,436 |
Value of fidelity bond covering the plan | 2018-12-31 | $262,000 |
Total contributions received or receivable from participants | 2018-12-31 | $101,047 |
Other income received | 2018-12-31 | $-81,141 |
Net income (gross income less expenses) | 2018-12-31 | $146,791 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,757,227 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,610,436 |
Assets. Value of participant loans | 2018-12-31 | $4,722 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $128,291 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $325 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : THIRTY ACRE WOOD, LLC 401(K) PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $405,945 |
Expenses. Total of all expenses incurred | 2017-12-31 | $446 |
Benefits paid (including direct rollovers) | 2017-12-31 | $396 |
Total plan assets at end of year | 2017-12-31 | $2,610,436 |
Total plan assets at beginning of year | 2017-12-31 | $2,204,937 |
Value of fidelity bond covering the plan | 2017-12-31 | $221,000 |
Total contributions received or receivable from participants | 2017-12-31 | $97,543 |
Other income received | 2017-12-31 | $179,115 |
Net income (gross income less expenses) | 2017-12-31 | $405,499 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,610,436 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,204,937 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $129,287 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $50 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : THIRTY ACRE WOOD, LLC 401(K) PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $319,052 |
Expenses. Total of all expenses incurred | 2016-12-31 | $33,363 |
Benefits paid (including direct rollovers) | 2016-12-31 | $33,163 |
Total plan assets at end of year | 2016-12-31 | $2,204,937 |
Total plan assets at beginning of year | 2016-12-31 | $1,919,248 |
Value of fidelity bond covering the plan | 2016-12-31 | $200,000 |
Total contributions received or receivable from participants | 2016-12-31 | $92,381 |
Other income received | 2016-12-31 | $107,137 |
Net income (gross income less expenses) | 2016-12-31 | $285,689 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,204,937 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,919,248 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2016-12-31 | $28,978 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $119,534 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $200 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : THIRTY ACRE WOOD, LLC 401(K) PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $167,974 |
Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
Total plan assets at end of year | 2015-12-31 | $1,919,248 |
Total plan assets at beginning of year | 2015-12-31 | $1,751,274 |
Value of fidelity bond covering the plan | 2015-12-31 | $176,000 |
Total contributions received or receivable from participants | 2015-12-31 | $88,399 |
Other income received | 2015-12-31 | $-27,551 |
Net income (gross income less expenses) | 2015-12-31 | $167,974 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,919,248 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,751,274 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $107,126 |
2014 : THIRTY ACRE WOOD, LLC 401(K) PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $291,859 |
Expenses. Total of all expenses incurred | 2014-12-31 | $38,126 |
Benefits paid (including direct rollovers) | 2014-12-31 | $38,126 |
Total plan assets at end of year | 2014-12-31 | $1,751,274 |
Total plan assets at beginning of year | 2014-12-31 | $1,497,541 |
Value of fidelity bond covering the plan | 2014-12-31 | $150,000 |
Total contributions received or receivable from participants | 2014-12-31 | $105,298 |
Other income received | 2014-12-31 | $103,080 |
Net income (gross income less expenses) | 2014-12-31 | $253,733 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,751,274 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,497,541 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $83,481 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : THIRTY ACRE WOOD, LLC 401(K) PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $335,235 |
Expenses. Total of all expenses incurred | 2013-12-31 | $31,541 |
Benefits paid (including direct rollovers) | 2013-12-31 | $31,541 |
Total plan assets at end of year | 2013-12-31 | $1,497,541 |
Total plan assets at beginning of year | 2013-12-31 | $1,193,847 |
Value of fidelity bond covering the plan | 2013-12-31 | $120,000 |
Total contributions received or receivable from participants | 2013-12-31 | $61,695 |
Other income received | 2013-12-31 | $194,081 |
Net income (gross income less expenses) | 2013-12-31 | $303,694 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,497,541 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,193,847 |
Assets. Value of participant loans | 2013-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $79,459 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : THIRTY ACRE WOOD, LLC 401(K) PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $206,584 |
Expenses. Total of all expenses incurred | 2012-12-31 | $34,361 |
Benefits paid (including direct rollovers) | 2012-12-31 | $34,361 |
Total plan assets at end of year | 2012-12-31 | $1,193,847 |
Total plan assets at beginning of year | 2012-12-31 | $1,021,624 |
Value of fidelity bond covering the plan | 2012-12-31 | $110,000 |
Total contributions received or receivable from participants | 2012-12-31 | $55,078 |
Other income received | 2012-12-31 | $126,917 |
Net income (gross income less expenses) | 2012-12-31 | $172,223 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,193,847 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,021,624 |
Assets. Value of participant loans | 2012-12-31 | $23,767 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $24,589 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : THIRTY ACRE WOOD, LLC 401(K) PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $128,603 |
Expenses. Total of all expenses incurred | 2011-12-31 | $182 |
Benefits paid (including direct rollovers) | 2011-12-31 | $182 |
Total plan assets at end of year | 2011-12-31 | $1,021,624 |
Total plan assets at beginning of year | 2011-12-31 | $893,203 |
Value of fidelity bond covering the plan | 2011-12-31 | $110,000 |
Total contributions received or receivable from participants | 2011-12-31 | $65,554 |
Other income received | 2011-12-31 | $-34,286 |
Net income (gross income less expenses) | 2011-12-31 | $128,421 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,021,624 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $893,203 |
Assets. Value of participant loans | 2011-12-31 | $25,457 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $97,335 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : THIRTY ACRE WOOD, LLC 401(K) PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $257,679 |
Expenses. Total of all expenses incurred | 2010-12-31 | $52,604 |
Benefits paid (including direct rollovers) | 2010-12-31 | $52,604 |
Total plan assets at end of year | 2010-12-31 | $893,203 |
Total plan assets at beginning of year | 2010-12-31 | $688,128 |
Value of fidelity bond covering the plan | 2010-12-31 | $90,000 |
Total contributions received or receivable from participants | 2010-12-31 | $68,674 |
Other income received | 2010-12-31 | $80,941 |
Net income (gross income less expenses) | 2010-12-31 | $205,075 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $893,203 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $688,128 |
Assets. Value of participant loans | 2010-12-31 | $10,046 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $108,064 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : THIRTY ACRE WOOD, LLC 401(K) PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2021: THIRTY ACRE WOOD, LLC 401(K) PLAN 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Insurance | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement – Insurance | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: THIRTY ACRE WOOD, LLC 401(K) PLAN 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single 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 | No |
2020-01-01 | Plan funding arrangement – Insurance | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement – Insurance | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: THIRTY ACRE WOOD, LLC 401(K) PLAN 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single 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 | No |
2019-01-01 | Plan funding arrangement – Insurance | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement – Insurance | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: THIRTY ACRE WOOD, LLC 401(K) PLAN 2018 form 5500 responses |
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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: THIRTY ACRE WOOD, LLC 401(K) 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 | 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: THIRTY ACRE WOOD, LLC 401(K) 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: THIRTY ACRE WOOD, LLC 401(K) PLAN 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 – Insurance | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: THIRTY ACRE WOOD, LLC 401(K) PLAN 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 – Insurance | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: THIRTY ACRE WOOD, LLC 401(K) PLAN 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 – Insurance | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: THIRTY ACRE WOOD, LLC 401(K) PLAN 2012 form 5500 responses |
---|
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: THIRTY ACRE WOOD, LLC 401(K) PLAN 2011 form 5500 responses |
---|
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: THIRTY ACRE WOOD, LLC 401(K) PLAN 2009 form 5500 responses |
---|
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 |
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
Policy contract number | 811126 |
Policy instance | 1 |
Insurance contract or identification number | 811126 | Number of Individuals Covered | 19 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $15,089 | 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 $15,089 | Insurance broker organization code? | 3 |
|
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
Policy contract number | 811126 |
Policy instance | 1 |
Insurance contract or identification number | 811126 | Number of Individuals Covered | 19 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $12,681 | Total amount of fees paid to insurance company | USD $1,557 | 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 $12,681 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 1557 | Additional information about fees paid to insurance broker | TPA PARTNERSHIP PROGRAM |
|
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
Policy contract number | 811126 |
Policy instance | 1 |
Insurance contract or identification number | 811126 | Number of Individuals Covered | 19 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $11,507 | Total amount of fees paid to insurance company | USD $1,407 | 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 $11,507 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 1407 | Additional information about fees paid to insurance broker | TPA PARTNERSHIP PROGRAM |
|
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
Policy contract number | 811126 |
Policy instance | 1 |
Insurance contract or identification number | 811126 | Number of Individuals Covered | 19 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $10,493 | Total amount of fees paid to insurance company | USD $1,293 | 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 $10,493 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 1293 | Additional information about fees paid to insurance broker | TPA PARTNERSHIP PROGRAM |
|
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
Policy contract number | 811126 |
Policy instance | 1 |
Insurance contract or identification number | 811126 | Number of Individuals Covered | 18 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $9,193 | Total amount of fees paid to insurance company | USD $1,116 | 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 $9,193 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 1116 | Additional information about fees paid to insurance broker | TPA PARTNERSHIP PROGRAM | Insurance broker name | SWERDLIN & COMPANY |
|
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
Policy contract number | 811126 |
Policy instance | 1 |
Insurance contract or identification number | 811126 | Number of Individuals Covered | 21 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $5,678 | Total amount of fees paid to insurance company | USD $1,089 | 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 $5,588 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 1089 | Additional information about fees paid to insurance broker | TPA PARTNERSHIP & ALLIANCE PROGRAMS | Insurance broker name | NEW ENGLAND SECURITIES |
|
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 57309 |
Policy instance | 1 |
Insurance contract or identification number | 57309 | Number of Individuals Covered | 0 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-03-17 | Total amount of commissions paid to insurance broker | USD $1,801 | Total amount of fees paid to insurance company | USD $60 | 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? | Yes | 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? | Yes | Commission paid to Insurance Broker | USD $1,801 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 60 | Additional information about fees paid to insurance broker | TPA COMPENSATION | Insurance broker name | PENRET SERVICES |
|
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
Policy contract number | 811126 |
Policy instance | 2 |
Insurance contract or identification number | 811126 | Number of Individuals Covered | 18 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $16,463 | Total amount of fees paid to insurance company | USD $4,422 | 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 $16,463 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 4422 | Additional information about fees paid to insurance broker | TPA PARTNERSHIP & ALLIANCE PROGRAMS | Insurance broker name | SWERDLIN BENEFITS COMPANY |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 57309 |
Policy instance | 1 |
Insurance contract or identification number | 57309 | Number of Individuals Covered | 18 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $6,549 | Total amount of fees paid to insurance company | USD $656 | 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? | Yes | 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? | Yes | Commission paid to Insurance Broker | USD $6,549 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 656 | Additional information about fees paid to insurance broker | TPA COMPENSATION | Insurance broker name | PENRET SERVICES |
|
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 57309 |
Policy instance | 1 |
Insurance contract or identification number | 57309 | Number of Individuals Covered | 20 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $5,224 | Total amount of fees paid to insurance company | USD $524 | 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? | Yes | 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? | Yes | Commission paid to Insurance Broker | USD $5,224 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 524 | Additional information about fees paid to insurance broker | TPA COMPENSATION | Insurance broker name | PENRET SERVICES |
|
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 57309 |
Policy instance | 1 |
Insurance contract or identification number | 57309 | Number of Individuals Covered | 22 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $4,428 | Total amount of fees paid to insurance company | USD $440 | 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? | Yes |
|
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 57309 |
Policy instance | 1 |
Insurance contract or identification number | 57309 | Number of Individuals Covered | 21 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $3,211 | Total amount of fees paid to insurance company | USD $323 | 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? | Yes | Commission paid to Insurance Broker | USD $3,211 | Additional information about fees paid to insurance broker | BROKER COMMISSION | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 323 | Insurance broker name | PENRET SERVICES |
|