OPTIMA GLOBAL SOLUTIONS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan OPTIMA GLOBAL SOLUTIONS, INC. 401 K PLAN
401k plan membership statisitcs for OPTIMA GLOBAL SOLUTIONS, INC. 401 K PLAN
Measure | Date | Value |
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2022: OPTIMA GLOBAL SOLUTIONS, INC. 401 K PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 36 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 29 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 3 |
Total of all active and inactive participants | 2022-01-01 | 32 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 32 |
Number of participants with account balances | 2022-01-01 | 22 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: OPTIMA GLOBAL SOLUTIONS, INC. 401 K PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 37 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 32 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 4 |
Total of all active and inactive participants | 2021-01-01 | 36 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 36 |
Number of participants with account balances | 2021-01-01 | 27 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: OPTIMA GLOBAL SOLUTIONS, INC. 401 K PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 27 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 36 |
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 | 1 |
Total of all active and inactive participants | 2020-01-01 | 37 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 37 |
Number of participants with account balances | 2020-01-01 | 28 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: OPTIMA GLOBAL SOLUTIONS, INC. 401 K PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 39 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 23 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 14 |
Total of all active and inactive participants | 2019-01-01 | 41 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 41 |
Number of participants with account balances | 2019-01-01 | 26 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: OPTIMA GLOBAL SOLUTIONS, INC. 401 K PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 32 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 22 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 15 |
Total of all active and inactive participants | 2018-01-01 | 39 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 39 |
Number of participants with account balances | 2018-01-01 | 27 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: OPTIMA GLOBAL SOLUTIONS, INC. 401 K PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 33 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 12 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 14 |
Total of all active and inactive participants | 2017-01-01 | 28 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 28 |
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: OPTIMA GLOBAL SOLUTIONS, INC. 401 K PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 25 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 19 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 12 |
Total of all active and inactive participants | 2016-01-01 | 33 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 33 |
Number of participants with account balances | 2016-01-01 | 23 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: OPTIMA GLOBAL SOLUTIONS, INC. 401 K PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 22 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 12 |
Total of all active and inactive participants | 2015-01-01 | 20 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 20 |
Number of participants with account balances | 2015-01-01 | 18 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: OPTIMA GLOBAL SOLUTIONS, INC. 401 K PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 25 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 17 |
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 | 23 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: OPTIMA GLOBAL SOLUTIONS, INC. 401 K PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 24 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 10 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 14 |
Total of all active and inactive participants | 2013-01-01 | 25 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 25 |
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: OPTIMA GLOBAL SOLUTIONS, INC. 401 K PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 22 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 10 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 11 |
Total of all active and inactive participants | 2012-01-01 | 22 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 22 |
Number of participants with account balances | 2012-01-01 | 22 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: OPTIMA GLOBAL SOLUTIONS, INC. 401 K PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 10 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 10 |
Total of all active and inactive participants | 2011-01-01 | 20 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 20 |
Number of participants with account balances | 2011-01-01 | 20 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: OPTIMA GLOBAL SOLUTIONS, INC. 401 K PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 22 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 15 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 7 |
Total of all active and inactive participants | 2010-01-01 | 23 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 23 |
Number of participants with account balances | 2010-01-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
Measure | Date | Value |
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2022 : OPTIMA GLOBAL SOLUTIONS, INC. 401 K PLAN 2022 401k financial data |
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Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-165,072 |
Expenses. Total of all expenses incurred | 2022-12-31 | $22,416 |
Benefits paid (including direct rollovers) | 2022-12-31 | $10,943 |
Total plan assets at end of year | 2022-12-31 | $1,389,333 |
Total plan assets at beginning of year | 2022-12-31 | $1,576,821 |
Value of fidelity bond covering the plan | 2022-12-31 | $50,000 |
Total contributions received or receivable from participants | 2022-12-31 | $59,099 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
Other income received | 2022-12-31 | $-245,198 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $-187,488 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,389,333 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,576,821 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $21,027 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $11,473 |
2021 : OPTIMA GLOBAL SOLUTIONS, INC. 401 K PLAN 2021 401k financial data |
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Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $298,510 |
Expenses. Total of all expenses incurred | 2021-12-31 | $160,402 |
Benefits paid (including direct rollovers) | 2021-12-31 | $147,165 |
Total plan assets at end of year | 2021-12-31 | $1,576,821 |
Total plan assets at beginning of year | 2021-12-31 | $1,438,713 |
Value of fidelity bond covering the plan | 2021-12-31 | $50,000 |
Total contributions received or receivable from participants | 2021-12-31 | $78,069 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
Other income received | 2021-12-31 | $194,803 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $138,108 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,576,821 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,438,713 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $25,638 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $13,237 |
2020 : OPTIMA GLOBAL SOLUTIONS, INC. 401 K PLAN 2020 401k financial data |
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Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $287,466 |
Expenses. Total of all expenses incurred | 2020-12-31 | $8,060 |
Benefits paid (including direct rollovers) | 2020-12-31 | $2,361 |
Total plan assets at end of year | 2020-12-31 | $1,438,713 |
Total plan assets at beginning of year | 2020-12-31 | $1,159,307 |
Value of fidelity bond covering the plan | 2020-12-31 | $50,000 |
Total contributions received or receivable from participants | 2020-12-31 | $54,865 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
Other income received | 2020-12-31 | $208,762 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $279,406 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,438,713 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,159,307 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $23,839 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $5,699 |
2019 : OPTIMA GLOBAL SOLUTIONS, INC. 401 K PLAN 2019 401k financial data |
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Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $289,961 |
Expenses. Total of all expenses incurred | 2019-12-31 | $10,300 |
Benefits paid (including direct rollovers) | 2019-12-31 | $8,043 |
Total plan assets at end of year | 2019-12-31 | $1,159,307 |
Total plan assets at beginning of year | 2019-12-31 | $879,646 |
Value of fidelity bond covering the plan | 2019-12-31 | $50,000 |
Total contributions received or receivable from participants | 2019-12-31 | $86,508 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
Other income received | 2019-12-31 | $179,488 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $279,661 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,159,307 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $879,646 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $23,965 |
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 | $2,257 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $8,043 |
2018 : OPTIMA GLOBAL SOLUTIONS, INC. 401 K PLAN 2018 401k financial data |
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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 | $53,281 |
Expenses. Total of all expenses incurred | 2018-12-31 | $15,561 |
Benefits paid (including direct rollovers) | 2018-12-31 | $12,094 |
Total plan assets at end of year | 2018-12-31 | $879,646 |
Total plan assets at beginning of year | 2018-12-31 | $841,926 |
Value of fidelity bond covering the plan | 2018-12-31 | $50,000 |
Total contributions received or receivable from participants | 2018-12-31 | $88,868 |
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 | $-68,687 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $37,720 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $879,646 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $841,926 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $33,100 |
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 | $3,467 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : OPTIMA GLOBAL SOLUTIONS, INC. 401 K PLAN 2017 401k financial data |
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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 | $213,269 |
Expenses. Total of all expenses incurred | 2017-12-31 | $2,977 |
Benefits paid (including direct rollovers) | 2017-12-31 | $0 |
Total plan assets at end of year | 2017-12-31 | $850,316 |
Total plan assets at beginning of year | 2017-12-31 | $640,024 |
Value of fidelity bond covering the plan | 2017-12-31 | $50,000 |
Total contributions received or receivable from participants | 2017-12-31 | $80,568 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $105,278 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $210,292 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $850,316 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $640,024 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $27,423 |
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 | $2,977 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : OPTIMA GLOBAL SOLUTIONS, INC. 401 K 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 | $152,987 |
Expenses. Total of all expenses incurred | 2016-12-31 | $2,466 |
Benefits paid (including direct rollovers) | 2016-12-31 | $0 |
Total plan assets at end of year | 2016-12-31 | $640,024 |
Total plan assets at beginning of year | 2016-12-31 | $489,503 |
Value of fidelity bond covering the plan | 2016-12-31 | $50,000 |
Total contributions received or receivable from participants | 2016-12-31 | $73,787 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $19,700 |
Other income received | 2016-12-31 | $35,025 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $150,521 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $640,024 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $489,503 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $24,475 |
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 | $2,466 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : OPTIMA GLOBAL SOLUTIONS, INC. 401 K PLAN 2015 401k financial data |
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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 | $14,324 |
Expenses. Total of all expenses incurred | 2015-12-31 | $133,979 |
Benefits paid (including direct rollovers) | 2015-12-31 | $130,042 |
Total plan assets at end of year | 2015-12-31 | $489,503 |
Total plan assets at beginning of year | 2015-12-31 | $609,158 |
Value of fidelity bond covering the plan | 2015-12-31 | $50,000 |
Total contributions received or receivable from participants | 2015-12-31 | $16,999 |
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 | $-2,675 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $-119,655 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $489,503 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $609,158 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $0 |
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 | $3,937 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : OPTIMA GLOBAL SOLUTIONS, INC. 401 K 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 | $78,079 |
Expenses. Total of all expenses incurred | 2014-12-31 | $23,418 |
Benefits paid (including direct rollovers) | 2014-12-31 | $19,347 |
Total plan assets at end of year | 2014-12-31 | $609,158 |
Total plan assets at beginning of year | 2014-12-31 | $554,497 |
Value of fidelity bond covering the plan | 2014-12-31 | $50,000 |
Total contributions received or receivable from participants | 2014-12-31 | $52,203 |
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 | $25,876 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $54,661 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $609,158 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $554,497 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $0 |
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 | $4,071 |
2013 : OPTIMA GLOBAL SOLUTIONS, INC. 401 K 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 | $155,452 |
Expenses. Total of all expenses incurred | 2013-12-31 | $9,491 |
Benefits paid (including direct rollovers) | 2013-12-31 | $6,000 |
Total plan assets at end of year | 2013-12-31 | $554,497 |
Total plan assets at beginning of year | 2013-12-31 | $408,536 |
Value of fidelity bond covering the plan | 2013-12-31 | $50,000 |
Total contributions received or receivable from participants | 2013-12-31 | $76,928 |
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 | $78,524 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $145,961 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $554,497 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $408,536 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $0 |
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 | $3,491 |
2012 : OPTIMA GLOBAL SOLUTIONS, INC. 401 K 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 | $93,214 |
Expenses. Total of all expenses incurred | 2012-12-31 | $40,277 |
Benefits paid (including direct rollovers) | 2012-12-31 | $37,418 |
Total plan assets at end of year | 2012-12-31 | $408,536 |
Total plan assets at beginning of year | 2012-12-31 | $355,599 |
Value of fidelity bond covering the plan | 2012-12-31 | $50,000 |
Total contributions received or receivable from participants | 2012-12-31 | $42,395 |
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 | $50,819 |
Noncash contributions received | 2012-12-31 | $0 |
Net income (gross income less expenses) | 2012-12-31 | $52,937 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $408,536 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $355,599 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $0 |
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 | $2,859 |
2011 : OPTIMA GLOBAL SOLUTIONS, INC. 401 K PLAN 2011 401k financial data |
---|
Transfers to/from the plan | 2011-12-31 | $0 |
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 | $30,742 |
Expenses. Total of all expenses incurred | 2011-12-31 | $707 |
Benefits paid (including direct rollovers) | 2011-12-31 | $0 |
Total plan assets at end of year | 2011-12-31 | $355,599 |
Total plan assets at beginning of year | 2011-12-31 | $325,564 |
Total contributions received or receivable from participants | 2011-12-31 | $41,652 |
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 | $-14,269 |
Noncash contributions received | 2011-12-31 | $0 |
Net income (gross income less expenses) | 2011-12-31 | $30,035 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $355,599 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $325,564 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $3,359 |
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 | $707 |
2010 : OPTIMA GLOBAL SOLUTIONS, INC. 401 K PLAN 2010 401k financial data |
---|
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 | $62,696 |
Expenses. Total of all expenses incurred | 2010-12-31 | $14,041 |
Benefits paid (including direct rollovers) | 2010-12-31 | $14,041 |
Total plan assets at end of year | 2010-12-31 | $325,564 |
Total plan assets at beginning of year | 2010-12-31 | $276,909 |
Total contributions received or receivable from participants | 2010-12-31 | $34,580 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $28,116 |
Noncash contributions received | 2010-12-31 | $0 |
Net income (gross income less expenses) | 2010-12-31 | $48,655 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $325,564 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $276,909 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $0 |
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 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2022: OPTIMA GLOBAL SOLUTIONS, INC. 401 K PLAN 2022 form 5500 responses |
---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Insurance | Yes |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: OPTIMA GLOBAL SOLUTIONS, INC. 401 K PLAN 2021 form 5500 responses |
---|
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Insurance | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: OPTIMA GLOBAL SOLUTIONS, INC. 401 K 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: OPTIMA GLOBAL SOLUTIONS, INC. 401 K 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: OPTIMA GLOBAL SOLUTIONS, INC. 401 K 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: OPTIMA GLOBAL SOLUTIONS, INC. 401 K PLAN 2017 form 5500 responses |
---|
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | Yes |
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: OPTIMA GLOBAL SOLUTIONS, INC. 401 K 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: OPTIMA GLOBAL SOLUTIONS, INC. 401 K PLAN 2015 form 5500 responses |
---|
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Insurance | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: OPTIMA GLOBAL SOLUTIONS, INC. 401 K PLAN 2014 form 5500 responses |
---|
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: OPTIMA GLOBAL SOLUTIONS, INC. 401 K PLAN 2013 form 5500 responses |
---|
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: OPTIMA GLOBAL SOLUTIONS, INC. 401 K PLAN 2012 form 5500 responses |
---|
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: OPTIMA GLOBAL SOLUTIONS, INC. 401 K PLAN 2011 form 5500 responses |
---|
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: OPTIMA GLOBAL SOLUTIONS, INC. 401 K 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 |
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 98044 |
Policy instance | 1 |
Insurance contract or identification number | 98044 | Number of Individuals Covered | 22 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $14,768 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Amount paid for insurance broker fees | 11273 | Additional information about fees paid to insurance broker | ADMINISTRATIVE FEES | Insurance broker organization code? | 6 |
|
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 98044 |
Policy instance | 1 |
Insurance contract or identification number | 98044 | Number of Individuals Covered | 28 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $3,855 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Amount paid for insurance broker fees | 3855 | Additional information about fees paid to insurance broker | COMMISSIONS | Insurance broker organization code? | 3 |
|
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 98044 |
Policy instance | 1 |
Insurance contract or identification number | 98044 | Number of Individuals Covered | 30 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $8,535 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Amount paid for insurance broker fees | 5699 | Additional information about fees paid to insurance broker | ADMINISTRATIVE FEES | Insurance broker organization code? | 6 |
|
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 98044 |
Policy instance | 1 |
Insurance contract or identification number | 98044 | 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 $0 | Total amount of fees paid to insurance company | USD $4,677 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Amount paid for insurance broker fees | 2420 | Additional information about fees paid to insurance broker | COMMISSIONS | Insurance broker organization code? | 3 |
|
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 98044 |
Policy instance | 1 |
Insurance contract or identification number | 98044 | Number of Individuals Covered | 27 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $5,595 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Amount paid for insurance broker fees | 3467 | Additional information about fees paid to insurance broker | ADMINISTRATIVE FEES | Insurance broker organization code? | 6 |
|
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 98044 |
Policy instance | 1 |
Insurance contract or identification number | 98044 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Additional information about fees paid to insurance broker | ADMINISTRATIVE FEES | Insurance broker organization code? | 6 | Insurance broker name | ROYAL ALLIANCE ASSOC |
|
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 98044 |
Policy instance | 1 |
Insurance contract or identification number | 98044 | Insurance policy start date | 2016-01-01 | Insurance policy end date | 2016-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Additional information about fees paid to insurance broker | ADMINISTRATIVE FEES | Insurance broker organization code? | 6 | Insurance broker name | ROYAL ALLIANCE ASSOC |
|
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 98044 |
Policy instance | 1 |
Insurance contract or identification number | 98044 | Number of Individuals Covered | 20 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $3,936 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Amount paid for insurance broker fees | 2512 | Additional information about fees paid to insurance broker | ADMINISTRATIVE FEES | Insurance broker organization code? | 6 | Insurance broker name | ROYAL ALLIANCE ASSOC |
|
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 98044 |
Policy instance | 1 |
Insurance contract or identification number | 98044 | Number of Individuals Covered | 21 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $1,453 | Total amount of fees paid to insurance company | USD $2,618 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Amount paid for insurance broker fees | 2618 | Additional information about fees paid to insurance broker | ADMINISTRATIVE FEES | Insurance broker organization code? | 6 | Commission paid to Insurance Broker | USD $1,453 | Insurance broker name | CREATIVE EMPLOYEE BENEFIT SERVICES |
|
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 98044 |
Policy instance | 1 |
Insurance contract or identification number | 98044 | Number of Individuals Covered | 22 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $3,492 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Amount paid for insurance broker fees | 2304 | Additional information about fees paid to insurance broker | ADMINISTRATIVE FEES | Insurance broker organization code? | 6 | Insurance broker name | CREATIVE EMPLOYEE BENEFIT SERVICES |
|
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 98044 |
Policy instance | 1 |
Insurance contract or identification number | 98044 | Number of Individuals Covered | 21 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $947 | Total amount of fees paid to insurance company | USD $1,912 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Amount paid for insurance broker fees | 1887 | Additional information about fees paid to insurance broker | ADMINISTRATIVE FEES | Insurance broker organization code? | 6 | Commission paid to Insurance Broker | USD $947 | Insurance broker name | CREATIVE EMPLOYEE BENEFIT SERVICES |
|
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 98044 |
Policy instance | 1 |
Insurance contract or identification number | 98044 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $682 | Total amount of fees paid to insurance company | USD $25 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 98044 |
Policy instance | 1 |
Insurance contract or identification number | 98044 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $3,734 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Commission paid to Insurance Broker | USD $3,734 | Insurance broker organization code? | 3 | Insurance broker name | ROYAL ALLIANCE ASSOC |
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