DAVIS DAVIS AND ASSOCIATES has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan DAVIS DAVIS AND ASSOCIATES RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2022: DAVIS DAVIS AND ASSOCIATES RETIREMENT PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 3 |
| Total of all active and inactive participants | 2022-01-01 | 10 |
| Total participants | 2022-01-01 | 10 |
| Number of participants with account balances | 2022-01-01 | 10 |
| 2021: DAVIS DAVIS AND ASSOCIATES RETIREMENT PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 3 |
| Total of all active and inactive participants | 2021-01-01 | 10 |
| Total participants | 2021-01-01 | 10 |
| Number of participants with account balances | 2021-01-01 | 10 |
| 2020: DAVIS DAVIS AND ASSOCIATES RETIREMENT PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 6 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 3 |
| Total of all active and inactive participants | 2020-01-01 | 9 |
| Total participants | 2020-01-01 | 9 |
| Number of participants with account balances | 2020-01-01 | 9 |
| 2019: DAVIS DAVIS AND ASSOCIATES RETIREMENT PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 6 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 3 |
| Total of all active and inactive participants | 2019-01-01 | 9 |
| Total participants | 2019-01-01 | 9 |
| Number of participants with account balances | 2019-01-01 | 9 |
| 2018: DAVIS DAVIS AND ASSOCIATES RETIREMENT PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 5 |
| 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 | 3 |
| Total of all active and inactive participants | 2018-01-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 8 |
| Number of participants with account balances | 2018-01-01 | 8 |
| 2017: DAVIS DAVIS AND ASSOCIATES RETIREMENT PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 3 |
| Total of all active and inactive participants | 2017-01-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 9 |
| Number of participants with account balances | 2017-01-01 | 8 |
| 2016: DAVIS DAVIS AND ASSOCIATES RETIREMENT PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 6 |
| 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 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 9 |
| Number of participants with account balances | 2016-01-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: DAVIS DAVIS AND ASSOCIATES RETIREMENT PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 5 |
| 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 | 2 |
| Total of all active and inactive participants | 2015-01-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 7 |
| Number of participants with account balances | 2015-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: DAVIS DAVIS AND ASSOCIATES RETIREMENT PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 7 |
| Total of all active and inactive participants | 2014-01-01 | 7 |
| Total participants | 2014-01-01 | 7 |
| Number of participants with account balances | 2014-01-01 | 7 |
| 2013: DAVIS DAVIS AND ASSOCIATES RETIREMENT PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 7 |
| Total of all active and inactive participants | 2013-01-01 | 7 |
| Total participants | 2013-01-01 | 7 |
| Number of participants with account balances | 2013-01-01 | 7 |
| 2012: DAVIS DAVIS AND ASSOCIATES RETIREMENT PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 7 |
| Total of all active and inactive participants | 2012-01-01 | 7 |
| Total participants | 2012-01-01 | 7 |
| 2011: DAVIS DAVIS AND ASSOCIATES RETIREMENT PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 7 |
| Total of all active and inactive participants | 2011-01-01 | 7 |
| Total participants | 2011-01-01 | 7 |
| 2009: DAVIS DAVIS AND ASSOCIATES RETIREMENT PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 5 |
| Total of all active and inactive participants | 2009-01-01 | 5 |
| Total participants | 2009-01-01 | 5 |
| Measure | Date | Value |
|---|
| 2022 : DAVIS DAVIS AND ASSOCIATES RETIREMENT PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-286,030 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $783 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $783 |
| Total plan assets at end of year | 2022-12-31 | $2,725,820 |
| Total plan assets at beginning of year | 2022-12-31 | $3,012,633 |
| Value of fidelity bond covering the plan | 2022-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $80,296 |
| Other income received | 2022-12-31 | $-385,774 |
| Net income (gross income less expenses) | 2022-12-31 | $-286,813 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $2,725,820 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,012,633 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $19,448 |
| 2021 : DAVIS DAVIS AND ASSOCIATES RETIREMENT PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $470,017 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $783 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $783 |
| Total plan assets at end of year | 2021-12-31 | $3,012,633 |
| Total plan assets at beginning of year | 2021-12-31 | $2,543,399 |
| Value of fidelity bond covering the plan | 2021-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $77,109 |
| Other income received | 2021-12-31 | $375,293 |
| Net income (gross income less expenses) | 2021-12-31 | $469,234 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $3,012,633 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,543,399 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $17,615 |
| 2020 : DAVIS DAVIS AND ASSOCIATES RETIREMENT PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $370,567 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $11,258 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $783 |
| Total plan assets at end of year | 2020-12-31 | $2,543,399 |
| Total plan assets at beginning of year | 2020-12-31 | $2,184,090 |
| Value of fidelity bond covering the plan | 2020-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $75,116 |
| Other income received | 2020-12-31 | $280,144 |
| Net income (gross income less expenses) | 2020-12-31 | $359,309 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $2,543,399 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,184,090 |
| Assets. Value of participant loans | 2020-12-31 | $19,768 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $15,307 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $10,475 |
| 2019 : DAVIS DAVIS AND ASSOCIATES RETIREMENT PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $452,647 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $22,816 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $13,586 |
| Total plan assets at end of year | 2019-12-31 | $2,184,090 |
| Total plan assets at beginning of year | 2019-12-31 | $1,754,259 |
| Value of fidelity bond covering the plan | 2019-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $71,837 |
| Other income received | 2019-12-31 | $366,694 |
| Net income (gross income less expenses) | 2019-12-31 | $429,831 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $2,184,090 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,754,259 |
| Assets. Value of participant loans | 2019-12-31 | $19,768 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $14,116 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $9,230 |
| 2018 : DAVIS DAVIS AND ASSOCIATES RETIREMENT PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-13,175 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $8,682 |
| Total plan assets at end of year | 2018-12-31 | $1,754,259 |
| Total plan assets at beginning of year | 2018-12-31 | $1,776,116 |
| Value of fidelity bond covering the plan | 2018-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $60,758 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $8,682 |
| Other income received | 2018-12-31 | $-88,284 |
| Net income (gross income less expenses) | 2018-12-31 | $-21,857 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,754,259 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,776,116 |
| Assets. Value of participant loans | 2018-12-31 | $243 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $14,351 |
| 2017 : DAVIS DAVIS AND ASSOCIATES RETIREMENT PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $321,630 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $8,321 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $1,150 |
| Total plan assets at end of year | 2017-12-31 | $1,776,116 |
| Total plan assets at beginning of year | 2017-12-31 | $1,462,807 |
| Value of fidelity bond covering the plan | 2017-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $52,557 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $7,171 |
| Other income received | 2017-12-31 | $254,922 |
| Net income (gross income less expenses) | 2017-12-31 | $313,309 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,776,116 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,462,807 |
| Assets. Value of participant loans | 2017-12-31 | $1,494 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $14,151 |
| 2016 : DAVIS DAVIS AND ASSOCIATES RETIREMENT PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $158,006 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $6,163 |
| Total plan assets at end of year | 2016-12-31 | $1,462,807 |
| Total plan assets at beginning of year | 2016-12-31 | $1,310,964 |
| Value of fidelity bond covering the plan | 2016-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $47,503 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $6,163 |
| Other income received | 2016-12-31 | $96,576 |
| Net income (gross income less expenses) | 2016-12-31 | $151,843 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,462,807 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,310,964 |
| Assets. Value of participant loans | 2016-12-31 | $3,782 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $13,927 |
| 2015 : DAVIS DAVIS AND ASSOCIATES RETIREMENT PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $40,482 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $6,053 |
| Total plan assets at end of year | 2015-12-31 | $1,310,964 |
| Total plan assets at beginning of year | 2015-12-31 | $1,276,535 |
| Value of fidelity bond covering the plan | 2015-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $49,164 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $6,053 |
| Other income received | 2015-12-31 | $-22,445 |
| Net income (gross income less expenses) | 2015-12-31 | $34,429 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,310,964 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,276,535 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $13,763 |
| 2014 : DAVIS DAVIS AND ASSOCIATES RETIREMENT PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $102,352 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $5,906 |
| Total plan assets at end of year | 2014-12-31 | $1,276,535 |
| Total plan assets at beginning of year | 2014-12-31 | $1,180,089 |
| Value of fidelity bond covering the plan | 2014-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $37,075 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $5,906 |
| Other income received | 2014-12-31 | $53,286 |
| Net income (gross income less expenses) | 2014-12-31 | $96,446 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,276,535 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,180,089 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $11,991 |
| 2013 : DAVIS DAVIS AND ASSOCIATES RETIREMENT PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $201,521 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $4,524 |
| Total plan assets at end of year | 2013-12-31 | $1,180,089 |
| Total plan assets at beginning of year | 2013-12-31 | $983,092 |
| Value of fidelity bond covering the plan | 2013-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $20,175 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $4,524 |
| Other income received | 2013-12-31 | $166,275 |
| Net income (gross income less expenses) | 2013-12-31 | $196,997 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,180,089 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $983,092 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $15,071 |
| 2012 : DAVIS DAVIS AND ASSOCIATES RETIREMENT PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $114,924 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $11,356 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $7,302 |
| Total plan assets at end of year | 2012-12-31 | $983,092 |
| Total plan assets at beginning of year | 2012-12-31 | $879,524 |
| Value of fidelity bond covering the plan | 2012-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $15,900 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $4,054 |
| Other income received | 2012-12-31 | $85,674 |
| Net income (gross income less expenses) | 2012-12-31 | $103,568 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $983,092 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $879,524 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $13,350 |
| 2011 : DAVIS DAVIS AND ASSOCIATES RETIREMENT PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $14,288 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $12,655 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $8,000 |
| Total plan assets at end of year | 2011-12-31 | $879,524 |
| Total plan assets at beginning of year | 2011-12-31 | $877,890 |
| Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $17,675 |
| Other income received | 2011-12-31 | $-14,982 |
| Net income (gross income less expenses) | 2011-12-31 | $1,633 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $879,524 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $877,890 |
| Assets. Value of participant loans | 2011-12-31 | $381 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $11,595 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $4,655 |
| 2010 : DAVIS DAVIS AND ASSOCIATES RETIREMENT PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $84,650 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $15,661 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $9,000 |
| Total plan assets at end of year | 2010-12-31 | $877,890 |
| Total plan assets at beginning of year | 2010-12-31 | $808,901 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $17,775 |
| Other income received | 2010-12-31 | $53,956 |
| Net income (gross income less expenses) | 2010-12-31 | $68,989 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $877,890 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $808,901 |
| Assets. Value of participant loans | 2010-12-31 | $3,805 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $12,919 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $6,661 |
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 59986 |
| Policy instance | 1 |
| Insurance contract or identification number | 59986 | | Number of Individuals Covered | 1 | | 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 $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 59986 |
| Policy instance | 1 |
| Insurance contract or identification number | 59986 | | Number of Individuals Covered | 1 | | 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 $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 59986 |
| Policy instance | 1 |
| Insurance contract or identification number | 59986 | | Number of Individuals Covered | 1 | | 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 $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 59986 |
| Policy instance | 1 |
| Insurance contract or identification number | 59986 | | Number of Individuals Covered | 1 | | 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 $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 59986 |
| Policy instance | 1 |
| Insurance contract or identification number | 59986 | | Number of Individuals Covered | 1 | | 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 $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 59986 |
| Policy instance | 1 |
| Insurance contract or identification number | 59986 | | Number of Individuals Covered | 1 | | 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 59986 |
| Policy instance | 1 |
| Insurance contract or identification number | 59986 | | Number of Individuals Covered | 1 | | 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 $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 0 | | Insurance broker name | |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 59986 |
| Policy instance | 1 |
| Insurance contract or identification number | 59986 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 59986 |
| Policy instance | 1 |
| Insurance contract or identification number | 59986 | | Number of Individuals Covered | 1 | | 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 $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 5702857 |
| Policy instance | 1 |
| Insurance contract or identification number | 5702857 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 59986 |
| Policy instance | 2 |
| Insurance contract or identification number | 59986 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 59986 |
| Policy instance | 2 |
| Insurance contract or identification number | 59986 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 5702857 |
| Policy instance | 1 |
| Insurance contract or identification number | 5702857 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 59986 |
| Policy instance | 2 |
| Insurance contract or identification number | 59986 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 5702857 |
| Policy instance | 1 |
| Insurance contract or identification number | 5702857 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
