WALKER WOMEN'S SPECIALISTS, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WALKER WOMEN'S SPECIALISTS, PC 401K PSP
Measure | Date | Value |
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2021: WALKER WOMEN'S SPECIALISTS, PC 401K PSP 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 12 |
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 | 2 |
Total of all active and inactive participants | 2021-01-01 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 14 |
Number of participants with account balances | 2021-01-01 | 14 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: WALKER WOMEN'S SPECIALISTS, PC 401K PSP 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 12 |
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 | 2 |
Total of all active and inactive participants | 2020-01-01 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 14 |
Number of participants with account balances | 2020-01-01 | 14 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: WALKER WOMEN'S SPECIALISTS, PC 401K PSP 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 12 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 3 |
Total of all active and inactive participants | 2019-01-01 | 15 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 15 |
Number of participants with account balances | 2019-01-01 | 15 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: WALKER WOMEN'S SPECIALISTS, PC 401K PSP 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 11 |
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 | 1 |
Total of all active and inactive participants | 2018-01-01 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 12 |
Number of participants with account balances | 2018-01-01 | 12 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: WALKER WOMEN'S SPECIALISTS, PC 401K PSP 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 6 |
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 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 12 |
Number of participants with account balances | 2017-01-01 | 12 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: WALKER WOMEN'S SPECIALISTS, PC 401K PSP 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 7 |
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 | 1 |
Total of all active and inactive participants | 2016-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 7 |
Number of participants with account balances | 2016-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: WALKER WOMEN'S SPECIALISTS, PC 401K PSP 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 6 |
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 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 1 |
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: WALKER WOMEN'S SPECIALISTS, PC 401K PSP 2014 401k membership |
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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 | 6 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
Total of all active and inactive participants | 2014-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 6 |
Number of participants with account balances | 2014-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: WALKER WOMEN'S SPECIALISTS, PC 401K PSP 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
Total of all active and inactive participants | 2013-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 1 |
Total participants | 2013-01-01 | 7 |
Number of participants with account balances | 2013-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: WALKER WOMEN'S SPECIALISTS, PC 401K PSP 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
Total of all active and inactive participants | 2012-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 1 |
Total participants | 2012-01-01 | 5 |
Number of participants with account balances | 2012-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: WALKER WOMEN'S SPECIALISTS, PC 401K PSP 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 5 |
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 | 0 |
Total of all active and inactive participants | 2011-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 5 |
Number of participants with account balances | 2011-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
Measure | Date | Value |
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2021 : WALKER WOMEN'S SPECIALISTS, PC 401K PSP 2021 401k financial data |
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Total income from all sources | 2021-12-31 | $242,158 |
Total plan assets at end of year | 2021-12-31 | $1,355,084 |
Total plan assets at beginning of year | 2021-12-31 | $1,112,926 |
Value of fidelity bond covering the plan | 2021-12-31 | $140,000 |
Total contributions received or receivable from participants | 2021-12-31 | $68,123 |
Other income received | 2021-12-31 | $139,746 |
Net income (gross income less expenses) | 2021-12-31 | $242,158 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,355,084 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,112,926 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $34,289 |
2020 : WALKER WOMEN'S SPECIALISTS, PC 401K PSP 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $315,994 |
Expenses. Total of all expenses incurred | 2020-12-31 | $18,984 |
Benefits paid (including direct rollovers) | 2020-12-31 | $18,984 |
Total plan assets at end of year | 2020-12-31 | $1,112,926 |
Total plan assets at beginning of year | 2020-12-31 | $815,916 |
Value of fidelity bond covering the plan | 2020-12-31 | $120,000 |
Total contributions received or receivable from participants | 2020-12-31 | $68,236 |
Other income received | 2020-12-31 | $213,177 |
Net income (gross income less expenses) | 2020-12-31 | $297,010 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,112,926 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $815,916 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $34,581 |
2019 : WALKER WOMEN'S SPECIALISTS, PC 401K PSP 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $251,964 |
Total plan assets at end of year | 2019-12-31 | $815,916 |
Total plan assets at beginning of year | 2019-12-31 | $563,952 |
Value of fidelity bond covering the plan | 2019-12-31 | $85,000 |
Total contributions received or receivable from participants | 2019-12-31 | $65,836 |
Other income received | 2019-12-31 | $144,311 |
Net income (gross income less expenses) | 2019-12-31 | $251,964 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $815,916 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $563,952 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $41,817 |
2018 : WALKER WOMEN'S SPECIALISTS, PC 401K PSP 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $60,345 |
Expenses. Total of all expenses incurred | 2018-12-31 | $1,189 |
Benefits paid (including direct rollovers) | 2018-12-31 | $1,189 |
Total plan assets at end of year | 2018-12-31 | $563,952 |
Total plan assets at beginning of year | 2018-12-31 | $504,796 |
Value of fidelity bond covering the plan | 2018-12-31 | $60,000 |
Total contributions received or receivable from participants | 2018-12-31 | $53,070 |
Other income received | 2018-12-31 | $-30,212 |
Net income (gross income less expenses) | 2018-12-31 | $59,156 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $563,952 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $504,796 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $37,487 |
2017 : WALKER WOMEN'S SPECIALISTS, PC 401K PSP 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $177,628 |
Expenses. Total of all expenses incurred | 2017-12-31 | $18,322 |
Benefits paid (including direct rollovers) | 2017-12-31 | $18,322 |
Total plan assets at end of year | 2017-12-31 | $504,796 |
Total plan assets at beginning of year | 2017-12-31 | $345,490 |
Value of fidelity bond covering the plan | 2017-12-31 | $55,000 |
Total contributions received or receivable from participants | 2017-12-31 | $44,058 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $36,890 |
Other income received | 2017-12-31 | $67,145 |
Net income (gross income less expenses) | 2017-12-31 | $159,306 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $504,796 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $345,490 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $29,535 |
2016 : WALKER WOMEN'S SPECIALISTS, PC 401K PSP 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $67,762 |
Expenses. Total of all expenses incurred | 2016-12-31 | $1,378 |
Benefits paid (including direct rollovers) | 2016-12-31 | $1,378 |
Total plan assets at end of year | 2016-12-31 | $345,490 |
Total plan assets at beginning of year | 2016-12-31 | $279,106 |
Value of fidelity bond covering the plan | 2016-12-31 | $40,000 |
Total contributions received or receivable from participants | 2016-12-31 | $40,129 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $-6 |
Other income received | 2016-12-31 | $2,310 |
Net income (gross income less expenses) | 2016-12-31 | $66,384 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $345,490 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $279,106 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $25,329 |
2015 : WALKER WOMEN'S SPECIALISTS, PC 401K PSP 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $58,932 |
Expenses. Total of all expenses incurred | 2015-12-31 | $10,610 |
Benefits paid (including direct rollovers) | 2015-12-31 | $10,610 |
Total plan assets at end of year | 2015-12-31 | $279,106 |
Total plan assets at beginning of year | 2015-12-31 | $230,784 |
Value of fidelity bond covering the plan | 2015-12-31 | $30,000 |
Total contributions received or receivable from participants | 2015-12-31 | $39,762 |
Other income received | 2015-12-31 | $-7,292 |
Net income (gross income less expenses) | 2015-12-31 | $48,322 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $279,106 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $230,784 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $26,462 |
2014 : WALKER WOMEN'S SPECIALISTS, PC 401K PSP 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $19,715 |
Expenses. Total of all expenses incurred | 2014-12-31 | $7,461 |
Benefits paid (including direct rollovers) | 2014-12-31 | $7,461 |
Total plan assets at end of year | 2014-12-31 | $230,784 |
Total plan assets at beginning of year | 2014-12-31 | $218,530 |
Value of fidelity bond covering the plan | 2014-12-31 | $24,000 |
Total contributions received or receivable from participants | 2014-12-31 | $38,488 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $-37,792 |
Other income received | 2014-12-31 | $-1,703 |
Net income (gross income less expenses) | 2014-12-31 | $12,254 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $230,784 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $218,530 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $20,722 |
2013 : WALKER WOMEN'S SPECIALISTS, PC 401K PSP 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $95,222 |
Total plan assets at end of year | 2013-12-31 | $218,530 |
Total plan assets at beginning of year | 2013-12-31 | $123,308 |
Value of fidelity bond covering the plan | 2013-12-31 | $22,000 |
Total contributions received or receivable from participants | 2013-12-31 | $34,235 |
Other income received | 2013-12-31 | $5,286 |
Net income (gross income less expenses) | 2013-12-31 | $95,222 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $218,530 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $123,308 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $55,701 |
2012 : WALKER WOMEN'S SPECIALISTS, PC 401K PSP 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $59,794 |
Total plan assets at end of year | 2012-12-31 | $123,308 |
Total plan assets at beginning of year | 2012-12-31 | $63,514 |
Value of fidelity bond covering the plan | 2012-12-31 | $15,000 |
Total contributions received or receivable from participants | 2012-12-31 | $17,873 |
Other income received | 2012-12-31 | $3,538 |
Net income (gross income less expenses) | 2012-12-31 | $59,794 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $123,308 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $63,514 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $38,383 |
2011 : WALKER WOMEN'S SPECIALISTS, PC 401K PSP 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $63,514 |
Total plan assets at end of year | 2011-12-31 | $63,514 |
Total plan assets at beginning of year | 2011-12-31 | $0 |
Value of fidelity bond covering the plan | 2011-12-31 | $10,000 |
Total contributions received or receivable from participants | 2011-12-31 | $19,921 |
Other income received | 2011-12-31 | $-134 |
Net income (gross income less expenses) | 2011-12-31 | $63,514 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $63,514 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $43,727 |
2021: WALKER WOMEN'S SPECIALISTS, PC 401K PSP 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
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: WALKER WOMEN'S SPECIALISTS, PC 401K PSP 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
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: WALKER WOMEN'S SPECIALISTS, PC 401K PSP 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
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: WALKER WOMEN'S SPECIALISTS, PC 401K PSP 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
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: WALKER WOMEN'S SPECIALISTS, PC 401K PSP 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
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: WALKER WOMEN'S SPECIALISTS, PC 401K PSP 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
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: WALKER WOMEN'S SPECIALISTS, PC 401K PSP 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
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: WALKER WOMEN'S SPECIALISTS, PC 401K PSP 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
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: WALKER WOMEN'S SPECIALISTS, PC 401K PSP 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
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: WALKER WOMEN'S SPECIALISTS, PC 401K PSP 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
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: WALKER WOMEN'S SPECIALISTS, PC 401K PSP 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | First time form 5500 has been submitted | Yes |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | 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 | 100515 |
Policy instance | 1 |
Insurance contract or identification number | 100515 | Number of Individuals Covered | 14 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $5,019 | Are there contracts with allocated funds for group deferred annuity? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $5,019 | Additional information about fees paid to insurance broker | INVESTMENT ADVICE | Insurance broker organization code? | 3 |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 100515 |
Policy instance | 1 |
Insurance contract or identification number | 100515 | Number of Individuals Covered | 14 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $3,528 | Are there contracts with allocated funds for group deferred annuity? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,528 | Additional information about fees paid to insurance broker | INVESTMENT ADVICE | 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 | 100515 |
Policy instance | 1 |
Insurance contract or identification number | 100515 | Number of Individuals Covered | 15 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $2,751 | Are there contracts with allocated funds for group deferred annuity? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,751 | Additional information about fees paid to insurance broker | INVESTMENT ADVICE | 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 | 100515 |
Policy instance | 1 |
Insurance contract or identification number | 100515 | Number of Individuals Covered | 12 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $2,241 | Are there contracts with allocated funds for group deferred annuity? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,241 | Additional information about fees paid to insurance broker | INVESTMENT ADVICE | Insurance broker organization code? | 3 | Insurance broker name | LPL FINANCIAL CORP |
|
JOHN HANCOCK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 100515 |
Policy instance | 1 |
Insurance contract or identification number | 100515 | Number of Individuals Covered | 12 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $1,754 | Are there contracts with allocated funds for group deferred annuity? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,754 | Additional information about fees paid to insurance broker | INVESTMENT ADVICE | Insurance broker organization code? | 3 | Insurance broker name | LPL FINANCIAL CORP |
|
JOHN HANCOCK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 100515 |
Policy instance | 1 |
Insurance contract or identification number | 100515 | Number of Individuals Covered | 5 | Insurance policy end date | 2016-12-31 | Total amount of commissions paid to insurance broker | USD $1,175 | Are there contracts with allocated funds for group deferred annuity? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,175 | Additional information about fees paid to insurance broker | INVESTMENT ADVICE | Insurance broker organization code? | 3 | Insurance broker name | LPL FINANCIAL CORP |
|
JOHN HANCOCK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 100515 |
Policy instance | 1 |
Insurance contract or identification number | 100515 | Number of Individuals Covered | 5 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $1,018 | Are there contracts with allocated funds for group deferred annuity? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,018 | Additional information about fees paid to insurance broker | INVESTMENT ADVICE | Insurance broker organization code? | 3 | Insurance broker name | LPL FINANCIAL CORP |
|
JOHN HANCOCK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 100515 |
Policy instance | 1 |
Insurance contract or identification number | 100515 | Number of Individuals Covered | 5 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $834 | Are there contracts with allocated funds for group deferred annuity? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $834 | Additional information about fees paid to insurance broker | INVESTMENT ADVICE | Insurance broker organization code? | 3 | Insurance broker name | LPL FINANCIAL CORP |
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JOHN HANCOCK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 100515 |
Policy instance | 1 |
Insurance contract or identification number | 100515 | Number of Individuals Covered | 5 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $533 | Are there contracts with allocated funds for group deferred annuity? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $533 | Additional information about fees paid to insurance broker | INVESTMENT ADVICE | Insurance broker organization code? | 3 | Insurance broker name | LPL FINANCIAL CORP |
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JOHN HANCOCK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 100515 |
Policy instance | 1 |
Insurance contract or identification number | 100515 | Number of Individuals Covered | 5 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $725 | Are there contracts with allocated funds for group deferred annuity? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $725 | Additional information about fees paid to insurance broker | INVESTMENT ADVICE | Insurance broker organization code? | 3 | Insurance broker name | LPL FINANCIAL CORP |
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JOHN HANCOCK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 100515 |
Policy instance | 1 |
Insurance contract or identification number | 100515 | Number of Individuals Covered | 5 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $159 | Are there contracts with allocated funds for group deferred annuity? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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