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ZOOM INFORMATION, INC 401(K) PLAN 401k Plan overview

Plan NameZOOM INFORMATION, INC 401(K) PLAN
Plan identification number 001

ZOOM INFORMATION, INC 401(K) PLAN Benefits

401k Plan TypeDefined 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

ZOOM INFORMATION, INC has sponsored the creation of one or more 401k plans.

Company Name:ZOOM INFORMATION, INC
Employer identification number (EIN):043509300
NAIC Classification:518210
NAIC Description:Data Processing, Hosting, and Related Services

Additional information about ZOOM INFORMATION, INC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 3184976

More information about ZOOM INFORMATION, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ZOOM INFORMATION, INC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01
0012020-01-01
0012019-01-01MICHELLE BREWER2020-10-14
0012018-01-01MICHELLE BREWER2019-10-13
0012017-01-01
0012016-01-01STEVEN D HILL
0012015-01-01STEVEN D HILL
0012014-01-01STEVEN D HILL
0012013-01-01PAUL BOULANGER2014-07-14
0012012-01-01SARAH DETWEILER2013-07-19
0012011-01-01WILLIAM PRICE2012-06-14 WILLIAM PRICE2012-06-14
0012010-01-01ASHLEY GRIFFETH
0012009-01-01WILLIAM C PRICE WILLIAM C PRICE2010-07-08

Plan Statistics for ZOOM INFORMATION, INC 401(K) PLAN

401k plan membership statisitcs for ZOOM INFORMATION, INC 401(K) PLAN

Measure Date Value
2019: ZOOM INFORMATION, INC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01397
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-010
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ZOOM INFORMATION, INC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01257
Total number of active participants reported on line 7a of the Form 55002018-01-01334
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0160
Total of all active and inactive participants2018-01-01394
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01394
Number of participants with account balances2018-01-01345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ZOOM INFORMATION, INC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01203
Total number of active participants reported on line 7a of the Form 55002017-01-01207
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0150
Total of all active and inactive participants2017-01-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01257
Number of participants with account balances2017-01-01229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ZOOM INFORMATION, INC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01174
Total number of active participants reported on line 7a of the Form 55002016-01-01156
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0147
Total of all active and inactive participants2016-01-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01203
Number of participants with account balances2016-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ZOOM INFORMATION, INC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01138
Total number of active participants reported on line 7a of the Form 55002015-01-01136
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0138
Total of all active and inactive participants2015-01-01174
Total participants2015-01-01174
Number of participants with account balances2015-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ZOOM INFORMATION, INC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01124
Total number of active participants reported on line 7a of the Form 55002014-01-01102
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0136
Total of all active and inactive participants2014-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01138
Number of participants with account balances2014-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2010: ZOOM INFORMATION, INC 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0197
Total number of active participants reported on line 7a of the Form 55002010-01-0158
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0130
Total of all active and inactive participants2010-01-0188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0188
Number of participants with account balances2010-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: ZOOM INFORMATION, INC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01104
Total number of active participants reported on line 7a of the Form 55002009-01-0175
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0122
Total of all active and inactive participants2009-01-0197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0197
Number of participants with account balances2009-01-0164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ZOOM INFORMATION, INC 401(K) PLAN

Measure Date Value
2019 : ZOOM INFORMATION, INC 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,590,185
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$11,154,440
Total of all expenses incurred2019-12-31$11,154,440
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$10,848,091
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$10,848,091
Value of total corrective distributions2019-12-31$255,207
Value of total corrective distributions2019-12-31$255,207
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,119,836
Value of total assets at end of year2019-12-31$158,718
Value of total assets at end of year2019-12-31$158,718
Value of total assets at beginning of year2019-12-31$8,722,973
Value of total assets at beginning of year2019-12-31$8,722,973
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$51,142
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$51,142
Total interest from all sources2019-12-31$4,959
Total interest from all sources2019-12-31$4,959
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31Yes
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-12-31$0
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$748,591
Contributions received from participants2019-12-31$748,591
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$17,801
Participant contributions at beginning of year2019-12-31$17,801
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$608
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$608
Total non interest bearing cash at end of year2019-12-31$33
Total non interest bearing cash at end of year2019-12-31$33
Total non interest bearing cash at beginning of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-8,564,255
Value of net income/loss2019-12-31$-8,564,255
Value of net assets at end of year (total assets less liabilities)2019-12-31$158,718
Value of net assets at end of year (total assets less liabilities)2019-12-31$158,718
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,722,973
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,722,973
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,569,717
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,569,717
Interest on participant loans2019-12-31$76
Interest on participant loans2019-12-31$76
Interest earned on other investments2019-12-31$4,883
Interest earned on other investments2019-12-31$4,883
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$158,685
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$158,685
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$135,455
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$135,455
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,465,390
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$370,637
Contributions received in cash from employer2019-12-31$370,637
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$10,848,091
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$10,848,091
Contract administrator fees2019-12-31$51,142
Contract administrator fees2019-12-31$51,142
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MELANSON HEATH
Accountancy firm name2019-12-31MELANSON HEATH
Accountancy firm EIN2019-12-31020354851
Accountancy firm EIN2019-12-31020354851
2018 : ZOOM INFORMATION, INC 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,595,694
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$311,640
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$256,619
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,208,007
Value of total assets at end of year2018-12-31$8,722,973
Value of total assets at beginning of year2018-12-31$7,438,919
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$55,021
Total interest from all sources2018-12-31$3,654
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,998,039
Participant contributions at end of year2018-12-31$17,801
Participant contributions at beginning of year2018-12-31$18,385
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$209,968
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$10,085
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$1,284,054
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,722,973
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,438,919
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$8,569,717
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$7,310,378
Interest on participant loans2018-12-31$675
Interest earned on other investments2018-12-31$2,979
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$135,455
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$100,071
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-615,967
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$256,619
Contract administrator fees2018-12-31$55,021
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MELANSON HEATH
Accountancy firm EIN2018-12-31020354851
2017 : ZOOM INFORMATION, INC 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$651
Total income from all sources (including contributions)2017-12-31$2,826,075
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$931,855
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$888,386
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,711,081
Value of total assets at end of year2017-12-31$7,438,919
Value of total assets at beginning of year2017-12-31$5,545,350
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$43,469
Total interest from all sources2017-12-31$3,042
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,565,776
Participant contributions at end of year2017-12-31$18,385
Participant contributions at beginning of year2017-12-31$33,330
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$145,305
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$651
Total non interest bearing cash at end of year2017-12-31$10,085
Total non interest bearing cash at beginning of year2017-12-31$651
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,894,220
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,438,919
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,544,699
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$7,310,378
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,407,828
Interest on participant loans2017-12-31$934
Interest earned on other investments2017-12-31$2,108
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$100,071
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$103,541
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,111,952
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$888,386
Contract administrator fees2017-12-31$43,469
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MELANSON HEATH
Accountancy firm EIN2017-12-31020354851
2016 : ZOOM INFORMATION, INC 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$651
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$7,906
Total income from all sources (including contributions)2016-12-31$1,491,760
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$431,191
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$380,089
Value of total corrective distributions2016-12-31$14,525
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,069,184
Value of total assets at end of year2016-12-31$5,545,350
Value of total assets at beginning of year2016-12-31$4,492,036
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$36,577
Total interest from all sources2016-12-31$3,845
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$443,296
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,005,479
Participant contributions at end of year2016-12-31$33,330
Participant contributions at beginning of year2016-12-31$51,171
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$63,705
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$7,234
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$651
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$7,906
Total non interest bearing cash at end of year2016-12-31$651
Total non interest bearing cash at beginning of year2016-12-31$672
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,060,569
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,544,699
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,484,130
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$5,407,828
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,365,063
Interest on participant loans2016-12-31$1,369
Interest earned on other investments2016-12-31$2,476
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$103,541
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$67,896
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$418,731
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$380,089
Contract administrator fees2016-12-31$36,577
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MELANSON HEATH
Accountancy firm EIN2016-12-31020354851
2015 : ZOOM INFORMATION, INC 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$7,906
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$587
Total income from all sources (including contributions)2015-12-31$849,111
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$372,681
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$334,034
Value of total corrective distributions2015-12-31$5,619
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$866,654
Value of total assets at end of year2015-12-31$4,492,036
Value of total assets at beginning of year2015-12-31$4,008,287
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$33,028
Total interest from all sources2015-12-31$1,414
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$400,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$800,973
Participant contributions at end of year2015-12-31$51,171
Participant contributions at beginning of year2015-12-31$41,098
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$65,681
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$7,234
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$7,906
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$587
Total non interest bearing cash at end of year2015-12-31$672
Total non interest bearing cash at beginning of year2015-12-31$587
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$476,430
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,484,130
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,007,700
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,365,063
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,907,732
Interest on participant loans2015-12-31$1,414
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$67,896
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$58,870
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-18,957
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$334,034
Contract administrator fees2015-12-31$33,028
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MELANSON HEATH
Accountancy firm EIN2015-12-31020354851
2014 : ZOOM INFORMATION, INC 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$587
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,033,846
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$459,702
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$427,212
Expenses. Certain deemed distributions of participant loans2014-12-31$2,414
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$764,681
Value of total assets at end of year2014-12-31$4,008,287
Value of total assets at beginning of year2014-12-31$3,433,556
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$30,076
Total interest from all sources2014-12-31$1,974
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$148,786
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$148,786
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$343,428
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$646,606
Participant contributions at end of year2014-12-31$41,098
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$118,075
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$587
Other income not declared elsewhere2014-12-31$698
Total non interest bearing cash at end of year2014-12-31$587
Total non interest bearing cash at beginning of year2014-12-31$594
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$574,144
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,007,700
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,433,556
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$3,907,732
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,387,951
Interest on participant loans2014-12-31$760
Interest earned on other investments2014-12-31$1,214
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$58,870
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$45,011
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$117,707
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$427,212
Contract administrator fees2014-12-31$30,076
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MELANSON HEATH
Accountancy firm EIN2014-12-31020354851
2010 : ZOOM INFORMATION, INC 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$720,519
Expenses. Total of all expenses incurred2010-12-31$449,170
Benefits paid (including direct rollovers)2010-12-31$449,170
Total plan assets at end of year2010-12-31$2,220,734
Total plan assets at beginning of year2010-12-31$1,949,385
Value of fidelity bond covering the plan2010-12-31$40,000
Total contributions received or receivable from participants2010-12-31$400,056
Contributions received from other sources (not participants or employers)2010-12-31$9,589
Other income received2010-12-31$310,874
Net income (gross income less expenses)2010-12-31$271,349
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,220,734
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,949,385
Assets. Value of participant loans2010-12-31$3,186
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : ZOOM INFORMATION, INC 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ZOOM INFORMATION, INC 401(K) PLAN

2019: ZOOM INFORMATION, INC 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ZOOM INFORMATION, INC 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ZOOM INFORMATION, INC 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ZOOM INFORMATION, INC 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ZOOM INFORMATION, INC 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ZOOM INFORMATION, INC 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2010: ZOOM INFORMATION, INC 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ZOOM INFORMATION, INC 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808335
Policy instance 1
Insurance contract or identification number808335
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808335
Policy instance 1
Insurance contract or identification number808335
Number of Individuals Covered394
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808335
Policy instance 1
Insurance contract or identification number808335
Number of Individuals Covered257
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808335
Policy instance 1
Insurance contract or identification number808335
Number of Individuals Covered174
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
STANDARD (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808230
Policy instance 1
Insurance contract or identification number808230
Number of Individuals Covered138
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number47993
Policy instance 1
Insurance contract or identification number47993
Number of Individuals Covered61
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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