CANNON & ACOSTA, LLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CANNON & ACOSTA, LLP RETIREMENT PLAN
Measure | Date | Value |
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2020: CANNON & ACOSTA, LLP RETIREMENT PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 28 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 25 |
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 | 6 |
Total of all active and inactive participants | 2020-01-01 | 31 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 31 |
Number of participants with account balances | 2020-01-01 | 26 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: CANNON & ACOSTA, LLP RETIREMENT PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 23 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 24 |
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 | 1 |
Total of all active and inactive participants | 2019-01-01 | 25 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 25 |
Number of participants with account balances | 2019-01-01 | 23 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: CANNON & ACOSTA, LLP RETIREMENT PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 23 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 23 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 23 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 23 |
Number of participants with account balances | 2018-01-01 | 23 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: CANNON & ACOSTA, LLP RETIREMENT PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 25 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 22 |
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 | 1 |
Total of all active and inactive participants | 2017-01-01 | 23 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 23 |
Number of participants with account balances | 2017-01-01 | 23 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: CANNON & ACOSTA, LLP RETIREMENT PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 24 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 21 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 3 |
Total of all active and inactive participants | 2016-01-01 | 24 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 24 |
Number of participants with account balances | 2016-01-01 | 24 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: CANNON & ACOSTA, LLP RETIREMENT PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 24 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 20 |
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 | 4 |
Total of all active and inactive participants | 2015-01-01 | 24 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 24 |
Number of participants with account balances | 2015-01-01 | 24 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: CANNON & ACOSTA, LLP RETIREMENT PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 24 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 21 |
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 | 3 |
Total of all active and inactive participants | 2014-01-01 | 24 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 24 |
Number of participants with account balances | 2014-01-01 | 24 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
2013: CANNON & ACOSTA, LLP RETIREMENT PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 22 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 20 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 3 |
Total of all active and inactive participants | 2013-01-01 | 23 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 23 |
Number of participants with account balances | 2013-01-01 | 23 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: CANNON & ACOSTA, LLP RETIREMENT PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 21 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 18 |
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 | 3 |
Total of all active and inactive participants | 2012-01-01 | 21 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 21 |
Number of participants with account balances | 2012-01-01 | 21 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: CANNON & ACOSTA, LLP RETIREMENT PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 21 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 18 |
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 | 3 |
Total of all active and inactive participants | 2011-01-01 | 21 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 21 |
Number of participants with account balances | 2011-01-01 | 21 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 1 |
2010: CANNON & ACOSTA, LLP RETIREMENT PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 17 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 3 |
Total of all active and inactive participants | 2010-01-01 | 20 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 20 |
Number of participants with account balances | 2010-01-01 | 20 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: CANNON & ACOSTA, LLP RETIREMENT PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 16 |
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 | 3 |
Total of all active and inactive participants | 2009-01-01 | 19 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 19 |
Number of participants with account balances | 2009-01-01 | 19 |
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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2020 : CANNON & ACOSTA, LLP RETIREMENT PLAN 2020 401k financial data |
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Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $1,203,873 |
Expenses. Total of all expenses incurred | 2020-12-31 | $376,371 |
Benefits paid (including direct rollovers) | 2020-12-31 | $375,136 |
Total plan assets at end of year | 2020-12-31 | $6,490,823 |
Total plan assets at beginning of year | 2020-12-31 | $5,663,321 |
Value of fidelity bond covering the plan | 2020-12-31 | $400,000 |
Total contributions received or receivable from participants | 2020-12-31 | $180,524 |
Other income received | 2020-12-31 | $928,801 |
Net income (gross income less expenses) | 2020-12-31 | $827,502 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $6,490,823 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $5,663,321 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $94,548 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $1,235 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : CANNON & ACOSTA, LLP RETIREMENT PLAN 2019 401k financial data |
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Transfers to/from the plan | 2019-12-31 | $0 |
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $1,082,401 |
Expenses. Total of all expenses incurred | 2019-12-31 | $1,243 |
Benefits paid (including direct rollovers) | 2019-12-31 | $0 |
Total plan assets at end of year | 2019-12-31 | $5,663,321 |
Total plan assets at beginning of year | 2019-12-31 | $4,582,163 |
Value of fidelity bond covering the plan | 2019-12-31 | $400,000 |
Total contributions received or receivable from participants | 2019-12-31 | $176,487 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Other income received | 2019-12-31 | $791,154 |
Net income (gross income less expenses) | 2019-12-31 | $1,081,158 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $5,663,321 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,582,163 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $114,760 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $1,243 |
2018 : CANNON & ACOSTA, LLP RETIREMENT PLAN 2018 401k financial data |
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Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $-57,389 |
Expenses. Total of all expenses incurred | 2018-12-31 | $56,708 |
Benefits paid (including direct rollovers) | 2018-12-31 | $55,380 |
Total plan assets at end of year | 2018-12-31 | $4,582,163 |
Total plan assets at beginning of year | 2018-12-31 | $4,696,260 |
Value of fidelity bond covering the plan | 2018-12-31 | $400,000 |
Total contributions received or receivable from participants | 2018-12-31 | $163,509 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $-353,630 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $-114,097 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $4,582,163 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $4,696,260 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $132,732 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $1,328 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : CANNON & ACOSTA, LLP RETIREMENT PLAN 2017 401k financial data |
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Transfers to/from the plan | 2017-12-31 | $0 |
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $869,383 |
Expenses. Total of all expenses incurred | 2017-12-31 | $64,875 |
Benefits paid (including direct rollovers) | 2017-12-31 | $63,173 |
Total plan assets at end of year | 2017-12-31 | $4,696,260 |
Total plan assets at beginning of year | 2017-12-31 | $3,891,752 |
Value of fidelity bond covering the plan | 2017-12-31 | $400,000 |
Total contributions received or receivable from participants | 2017-12-31 | $155,166 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $605,577 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $804,508 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $4,696,260 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,891,752 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $108,640 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $1,702 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : CANNON & ACOSTA, LLP RETIREMENT PLAN 2016 401k financial data |
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Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $480,778 |
Expenses. Total of all expenses incurred | 2016-12-31 | $124,775 |
Benefits paid (including direct rollovers) | 2016-12-31 | $122,511 |
Total plan assets at end of year | 2016-12-31 | $3,891,752 |
Total plan assets at beginning of year | 2016-12-31 | $3,535,749 |
Value of fidelity bond covering the plan | 2016-12-31 | $400,000 |
Total contributions received or receivable from participants | 2016-12-31 | $109,722 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
Other income received | 2016-12-31 | $239,614 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $356,003 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $3,891,752 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $3,535,749 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $131,442 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $2,264 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : CANNON & ACOSTA, LLP RETIREMENT PLAN 2015 401k financial data |
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Transfers to/from the plan | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $173,074 |
Expenses. Total of all expenses incurred | 2015-12-31 | $14,874 |
Benefits paid (including direct rollovers) | 2015-12-31 | $12,972 |
Total plan assets at end of year | 2015-12-31 | $3,535,749 |
Total plan assets at beginning of year | 2015-12-31 | $3,377,549 |
Value of fidelity bond covering the plan | 2015-12-31 | $400,000 |
Total contributions received or receivable from participants | 2015-12-31 | $114,541 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $-58,467 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $158,200 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $3,535,749 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,377,549 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $117,000 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $1,902 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : CANNON & ACOSTA, LLP RETIREMENT PLAN 2014 401k financial data |
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Transfers to/from the plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $350,856 |
Expenses. Total of all expenses incurred | 2014-12-31 | $33,720 |
Benefits paid (including direct rollovers) | 2014-12-31 | $33,095 |
Total plan assets at end of year | 2014-12-31 | $3,377,549 |
Total plan assets at beginning of year | 2014-12-31 | $3,060,413 |
Value of fidelity bond covering the plan | 2014-12-31 | $200,000 |
Total contributions received or receivable from participants | 2014-12-31 | $105,145 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $127,211 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $317,136 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $3,377,549 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,060,413 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $118,500 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $625 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : CANNON & ACOSTA, LLP RETIREMENT PLAN 2013 401k financial data |
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Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $632,359 |
Expenses. Total of all expenses incurred | 2013-12-31 | $22,530 |
Benefits paid (including direct rollovers) | 2013-12-31 | $20,600 |
Total plan assets at end of year | 2013-12-31 | $3,060,413 |
Total plan assets at beginning of year | 2013-12-31 | $2,450,584 |
Value of fidelity bond covering the plan | 2013-12-31 | $200,000 |
Total contributions received or receivable from participants | 2013-12-31 | $88,592 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $432,902 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $609,829 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $3,060,413 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,450,584 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $110,865 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $1,930 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : CANNON & ACOSTA, LLP RETIREMENT PLAN 2012 401k financial data |
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Transfers to/from the plan | 2012-12-31 | $0 |
Total plan liabilities at end of year | 2012-12-31 | $0 |
Total plan liabilities at beginning of year | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $471,115 |
Expenses. Total of all expenses incurred | 2012-12-31 | $30,430 |
Benefits paid (including direct rollovers) | 2012-12-31 | $29,000 |
Total plan assets at end of year | 2012-12-31 | $2,450,584 |
Total plan assets at beginning of year | 2012-12-31 | $2,009,899 |
Value of fidelity bond covering the plan | 2012-12-31 | $200,000 |
Total contributions received or receivable from participants | 2012-12-31 | $90,747 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
Other income received | 2012-12-31 | $273,977 |
Noncash contributions received | 2012-12-31 | $0 |
Net income (gross income less expenses) | 2012-12-31 | $440,685 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,450,584 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,009,899 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $106,391 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of corrective distributions | 2012-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $1,430 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : CANNON & ACOSTA, LLP RETIREMENT PLAN 2011 401k financial data |
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Total plan liabilities at end of year | 2011-12-31 | $0 |
Total plan liabilities at beginning of year | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $120,350 |
Expenses. Total of all expenses incurred | 2011-12-31 | $44,147 |
Benefits paid (including direct rollovers) | 2011-12-31 | $42,750 |
Total plan assets at end of year | 2011-12-31 | $2,009,899 |
Total plan assets at beginning of year | 2011-12-31 | $1,933,696 |
Value of fidelity bond covering the plan | 2011-12-31 | $200,000 |
Total contributions received or receivable from participants | 2011-12-31 | $95,720 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $-72,075 |
Noncash contributions received | 2011-12-31 | $0 |
Net income (gross income less expenses) | 2011-12-31 | $76,203 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,009,899 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,933,696 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $96,705 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $1,397 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : CANNON & ACOSTA, LLP RETIREMENT PLAN 2010 401k financial data |
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Transfers to/from the plan | 2010-12-31 | $0 |
Total plan liabilities at end of year | 2010-12-31 | $0 |
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $402,905 |
Expenses. Total of all expenses incurred | 2010-12-31 | $25,542 |
Benefits paid (including direct rollovers) | 2010-12-31 | $24,500 |
Total plan assets at end of year | 2010-12-31 | $1,933,696 |
Total plan assets at beginning of year | 2010-12-31 | $1,556,333 |
Value of fidelity bond covering the plan | 2010-12-31 | $200,000 |
Total contributions received or receivable from participants | 2010-12-31 | $93,570 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $1,680 |
Other income received | 2010-12-31 | $208,270 |
Noncash contributions received | 2010-12-31 | $0 |
Net income (gross income less expenses) | 2010-12-31 | $377,363 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,933,696 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,556,333 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $99,385 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $1,042 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : CANNON & ACOSTA, LLP RETIREMENT PLAN 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2020: CANNON & ACOSTA, LLP RETIREMENT PLAN 2020 form 5500 responses |
---|
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 - Trust | Yes |
2019: CANNON & ACOSTA, LLP RETIREMENT PLAN 2019 form 5500 responses |
---|
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 - Trust | Yes |
2018: CANNON & ACOSTA, LLP RETIREMENT PLAN 2018 form 5500 responses |
---|
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Insurance | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: CANNON & ACOSTA, LLP RETIREMENT PLAN 2017 form 5500 responses |
---|
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Insurance | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: CANNON & ACOSTA, LLP RETIREMENT PLAN 2016 form 5500 responses |
---|
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Insurance | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: CANNON & ACOSTA, LLP RETIREMENT 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 - Trust | Yes |
2014: CANNON & ACOSTA, LLP RETIREMENT 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 - Trust | Yes |
2013: CANNON & ACOSTA, LLP RETIREMENT 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 - Trust | Yes |
2012: CANNON & ACOSTA, LLP RETIREMENT 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 - Trust | Yes |
2011: CANNON & ACOSTA, LLP RETIREMENT 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 - Trust | Yes |
2010: CANNON & ACOSTA, LLP RETIREMENT PLAN 2010 form 5500 responses |
---|
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: CANNON & ACOSTA, LLP RETIREMENT 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 - Trust | Yes |
JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 ) |
Policy contract number | 84781 |
Policy instance | 1 |
Insurance contract or identification number | 84781 | Number of Individuals Covered | 26 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $22,108 | Total amount of fees paid to insurance company | USD $3,168 | 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? | 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? | No | Commission paid to Insurance Broker | USD $22,108 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 2768 | Additional information about fees paid to insurance broker | TPA COMPENSATION |
|
JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 ) |
Policy contract number | 84781 |
Policy instance | 1 |
Insurance contract or identification number | 84781 | Number of Individuals Covered | 24 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $19,723 | Total amount of fees paid to insurance company | USD $2,469 | 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? | 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? | No | Commission paid to Insurance Broker | USD $19,723 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 2469 | Additional information about fees paid to insurance broker | TPA COMPENSATION |
|
JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 ) |
Policy contract number | 84781 |
Policy instance | 1 |
Insurance contract or identification number | 84781 | Number of Individuals Covered | 23 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $18,336 | Total amount of fees paid to insurance company | USD $2,471 | 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? | 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? | No | Commission paid to Insurance Broker | USD $18,336 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 2296 | Additional information about fees paid to insurance broker | TPA COMPENSATION |
|
JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 ) |
Policy contract number | 84781 |
Policy instance | 1 |
Insurance contract or identification number | 84781 | Number of Individuals Covered | 23 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $16,176 | Total amount of fees paid to insurance company | USD $2,550 | 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? | 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? | No | Commission paid to Insurance Broker | USD $16,176 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 2025 | Additional information about fees paid to insurance broker | TPA COMPENSATION | Insurance broker name | CREATIVE PLAN DESIGNS, LTD. |
|
JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 ) |
Policy contract number | 84781 |
Policy instance | 1 |
Insurance contract or identification number | 84781 | Number of Individuals Covered | 24 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $11,983 | Total amount of fees paid to insurance company | USD $1,995 | 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? | No | Commission paid to Insurance Broker | USD $11,983 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 1645 | Additional information about fees paid to insurance broker | TPA COMPENSATION | Insurance broker name | CREATIVE PLAN DESIGNS, LTD. |
|
JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 ) |
Policy contract number | 84781 |
Policy instance | 1 |
Insurance contract or identification number | 84781 | Number of Individuals Covered | 25 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $12,139 | Total amount of fees paid to insurance company | USD $2,146 | 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? | No | Commission paid to Insurance Broker | USD $12,139 | Amount paid for insurance broker fees | 0 | Additional information about fees paid to insurance broker | BROKER COMMISSION | Insurance broker organization code? | 3 | Insurance broker name | CREATIVE PLAN DESIGNS, LTD. |
|
JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 ) |
Policy contract number | 84781 |
Policy instance | 1 |
Insurance contract or identification number | 84781 | Number of Individuals Covered | 25 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $10,404 | Total amount of fees paid to insurance company | USD $2,003 | 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? | No | Commission paid to Insurance Broker | USD $10,404 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 1303 | Additional information about fees paid to insurance broker | TPA COMPENSATION | Insurance broker name | CREATIVE PLAN DESIGNS, LTD. |
|
JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 ) |
Policy contract number | 84781 |
Policy instance | 1 |
Insurance contract or identification number | 84781 | Number of Individuals Covered | 24 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $8,680 | Total amount of fees paid to insurance company | USD $1,500 | 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? | No | Commission paid to Insurance Broker | USD $8,680 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 1088 | Additional information about fees paid to insurance broker | TPA COMPENSATION | Insurance broker name | DAVID G. LEONARD |
|
JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 ) |
Policy contract number | 84781 |
Policy instance | 1 |
Insurance contract or identification number | 84781 | Number of Individuals Covered | 24 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $7,760 | Total amount of fees paid to insurance company | USD $1,412 | 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? | No |
|
JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 ) |
Policy contract number | 84781 |
Policy instance | 1 |
Insurance contract or identification number | 84781 | Number of Individuals Covered | 24 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $5,730 | Total amount of fees paid to insurance company | USD $6,307 | 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? | No | Amount paid for insurance broker fees | 6007 | Additional information about fees paid to insurance broker | TPA COMPENSATION | Insurance broker organization code? | 5 | Commission paid to Insurance Broker | USD $5,730 | Insurance broker name | CREATIVE PLAN DESIGNS, LTD. |
|