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WALKER WOMEN'S SPECIALISTS, PC 401K PSP 401k Plan overview

Plan NameWALKER WOMEN'S SPECIALISTS, PC 401K PSP
Plan identification number 001

WALKER WOMEN'S SPECIALISTS, PC 401K PSP Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

WALKER WOMEN'S SPECIALISTS, P.C. has sponsored the creation of one or more 401k plans.

Company Name:WALKER WOMEN'S SPECIALISTS, P.C.
Employer identification number (EIN):260290398
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WALKER WOMEN'S SPECIALISTS, PC 401K PSP

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01HEATHER STEWART2023-09-28
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01MIKE SEGARS CPA
0012017-01-01MIKE SEGARS CPA
0012016-01-01MIKE SEGARS CPA
0012015-01-01MIKE SEGARS CPA
0012014-01-01MIKE SEGARS CPA
0012013-01-01MIKE SEGARS CPA
0012012-01-01MIKE SEGARS CPA
0012011-01-01MIKE SEGARS CPA

Plan Statistics for WALKER WOMEN'S SPECIALISTS, PC 401K PSP

401k plan membership statisitcs for WALKER WOMEN'S SPECIALISTS, PC 401K PSP

Measure Date Value
2021: WALKER WOMEN'S SPECIALISTS, PC 401K PSP 2021 401k membership
Total participants, beginning-of-year2021-01-0114
Total number of active participants reported on line 7a of the Form 55002021-01-0112
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-012
Total of all active and inactive participants2021-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0114
Number of participants with account balances2021-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: WALKER WOMEN'S SPECIALISTS, PC 401K PSP 2020 401k membership
Total participants, beginning-of-year2020-01-0115
Total number of active participants reported on line 7a of the Form 55002020-01-0112
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-012
Total of all active and inactive participants2020-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0114
Number of participants with account balances2020-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: WALKER WOMEN'S SPECIALISTS, PC 401K PSP 2019 401k membership
Total participants, beginning-of-year2019-01-0112
Total number of active participants reported on line 7a of the Form 55002019-01-0112
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-013
Total of all active and inactive participants2019-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0115
Number of participants with account balances2019-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: WALKER WOMEN'S SPECIALISTS, PC 401K PSP 2018 401k membership
Total participants, beginning-of-year2018-01-0112
Total number of active participants reported on line 7a of the Form 55002018-01-0111
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0112
Number of participants with account balances2018-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: WALKER WOMEN'S SPECIALISTS, PC 401K PSP 2017 401k membership
Total participants, beginning-of-year2017-01-016
Total number of active participants reported on line 7a of the Form 55002017-01-0112
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0112
Number of participants with account balances2017-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: WALKER WOMEN'S SPECIALISTS, PC 401K PSP 2016 401k membership
Total participants, beginning-of-year2016-01-017
Total number of active participants reported on line 7a of the Form 55002016-01-016
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-017
Number of participants with account balances2016-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: WALKER WOMEN'S SPECIALISTS, PC 401K PSP 2015 401k membership
Total participants, beginning-of-year2015-01-016
Total number of active participants reported on line 7a of the Form 55002015-01-016
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-017
Number of participants with account balances2015-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: WALKER WOMEN'S SPECIALISTS, PC 401K PSP 2014 401k membership
Total participants, beginning-of-year2014-01-017
Total number of active participants reported on line 7a of the Form 55002014-01-016
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-016
Number of participants with account balances2014-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: WALKER WOMEN'S SPECIALISTS, PC 401K PSP 2013 401k membership
Total participants, beginning-of-year2013-01-015
Total number of active participants reported on line 7a of the Form 55002013-01-016
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-017
Number of participants with account balances2013-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: WALKER WOMEN'S SPECIALISTS, PC 401K PSP 2012 401k membership
Total participants, beginning-of-year2012-01-015
Total number of active participants reported on line 7a of the Form 55002012-01-014
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-015
Number of participants with account balances2012-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: WALKER WOMEN'S SPECIALISTS, PC 401K PSP 2011 401k membership
Total participants, beginning-of-year2011-01-010
Total number of active participants reported on line 7a of the Form 55002011-01-015
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-015
Number of participants with account balances2011-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on WALKER WOMEN'S SPECIALISTS, PC 401K PSP

Measure Date Value
2021 : WALKER WOMEN'S SPECIALISTS, PC 401K PSP 2021 401k financial data
Total income from all sources2021-12-31$242,158
Total plan assets at end of year2021-12-31$1,355,084
Total plan assets at beginning of year2021-12-31$1,112,926
Value of fidelity bond covering the plan2021-12-31$140,000
Total contributions received or receivable from participants2021-12-31$68,123
Other income received2021-12-31$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
Total income from all sources2020-12-31$315,994
Expenses. Total of all expenses incurred2020-12-31$18,984
Benefits paid (including direct rollovers)2020-12-31$18,984
Total plan assets at end of year2020-12-31$1,112,926
Total plan assets at beginning of year2020-12-31$815,916
Value of fidelity bond covering the plan2020-12-31$120,000
Total contributions received or receivable from participants2020-12-31$68,236
Other income received2020-12-31$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
Total income from all sources2019-12-31$251,964
Total plan assets at end of year2019-12-31$815,916
Total plan assets at beginning of year2019-12-31$563,952
Value of fidelity bond covering the plan2019-12-31$85,000
Total contributions received or receivable from participants2019-12-31$65,836
Other income received2019-12-31$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
Total income from all sources2018-12-31$60,345
Expenses. Total of all expenses incurred2018-12-31$1,189
Benefits paid (including direct rollovers)2018-12-31$1,189
Total plan assets at end of year2018-12-31$563,952
Total plan assets at beginning of year2018-12-31$504,796
Value of fidelity bond covering the plan2018-12-31$60,000
Total contributions received or receivable from participants2018-12-31$53,070
Other income received2018-12-31$-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
Total income from all sources2017-12-31$177,628
Expenses. Total of all expenses incurred2017-12-31$18,322
Benefits paid (including direct rollovers)2017-12-31$18,322
Total plan assets at end of year2017-12-31$504,796
Total plan assets at beginning of year2017-12-31$345,490
Value of fidelity bond covering the plan2017-12-31$55,000
Total contributions received or receivable from participants2017-12-31$44,058
Contributions received from other sources (not participants or employers)2017-12-31$36,890
Other income received2017-12-31$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
Total income from all sources2016-12-31$67,762
Expenses. Total of all expenses incurred2016-12-31$1,378
Benefits paid (including direct rollovers)2016-12-31$1,378
Total plan assets at end of year2016-12-31$345,490
Total plan assets at beginning of year2016-12-31$279,106
Value of fidelity bond covering the plan2016-12-31$40,000
Total contributions received or receivable from participants2016-12-31$40,129
Contributions received from other sources (not participants or employers)2016-12-31$-6
Other income received2016-12-31$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
Total income from all sources2015-12-31$58,932
Expenses. Total of all expenses incurred2015-12-31$10,610
Benefits paid (including direct rollovers)2015-12-31$10,610
Total plan assets at end of year2015-12-31$279,106
Total plan assets at beginning of year2015-12-31$230,784
Value of fidelity bond covering the plan2015-12-31$30,000
Total contributions received or receivable from participants2015-12-31$39,762
Other income received2015-12-31$-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
Total income from all sources2014-12-31$19,715
Expenses. Total of all expenses incurred2014-12-31$7,461
Benefits paid (including direct rollovers)2014-12-31$7,461
Total plan assets at end of year2014-12-31$230,784
Total plan assets at beginning of year2014-12-31$218,530
Value of fidelity bond covering the plan2014-12-31$24,000
Total contributions received or receivable from participants2014-12-31$38,488
Contributions received from other sources (not participants or employers)2014-12-31$-37,792
Other income received2014-12-31$-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
Total income from all sources2013-12-31$95,222
Total plan assets at end of year2013-12-31$218,530
Total plan assets at beginning of year2013-12-31$123,308
Value of fidelity bond covering the plan2013-12-31$22,000
Total contributions received or receivable from participants2013-12-31$34,235
Other income received2013-12-31$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
Total income from all sources2012-12-31$59,794
Total plan assets at end of year2012-12-31$123,308
Total plan assets at beginning of year2012-12-31$63,514
Value of fidelity bond covering the plan2012-12-31$15,000
Total contributions received or receivable from participants2012-12-31$17,873
Other income received2012-12-31$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
Total income from all sources2011-12-31$63,514
Total plan assets at end of year2011-12-31$63,514
Total plan assets at beginning of year2011-12-31$0
Value of fidelity bond covering the plan2011-12-31$10,000
Total contributions received or receivable from participants2011-12-31$19,921
Other income received2011-12-31$-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

Form 5500 Responses for WALKER WOMEN'S SPECIALISTS, PC 401K PSP

2021: WALKER WOMEN'S SPECIALISTS, PC 401K PSP 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WALKER WOMEN'S SPECIALISTS, PC 401K PSP 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WALKER WOMEN'S SPECIALISTS, PC 401K PSP 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WALKER WOMEN'S SPECIALISTS, PC 401K PSP 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WALKER WOMEN'S SPECIALISTS, PC 401K PSP 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WALKER WOMEN'S SPECIALISTS, PC 401K PSP 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WALKER WOMEN'S SPECIALISTS, PC 401K PSP 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WALKER WOMEN'S SPECIALISTS, PC 401K PSP 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WALKER WOMEN'S SPECIALISTS, PC 401K PSP 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WALKER WOMEN'S SPECIALISTS, PC 401K PSP 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WALKER WOMEN'S SPECIALISTS, PC 401K PSP 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01First time form 5500 has been submittedYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number100515
Policy instance 1
Insurance contract or identification number100515
Number of Individuals Covered14
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $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 BrokerUSD $5,019
Additional information about fees paid to insurance brokerINVESTMENT 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 number100515
Policy instance 1
Insurance contract or identification number100515
Number of Individuals Covered14
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $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 BrokerUSD $3,528
Additional information about fees paid to insurance brokerINVESTMENT 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 number100515
Policy instance 1
Insurance contract or identification number100515
Number of Individuals Covered15
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $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 BrokerUSD $2,751
Additional information about fees paid to insurance brokerINVESTMENT 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 number100515
Policy instance 1
Insurance contract or identification number100515
Number of Individuals Covered12
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $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 BrokerUSD $2,241
Additional information about fees paid to insurance brokerINVESTMENT ADVICE
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL CORP
JOHN HANCOCK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number100515
Policy instance 1
Insurance contract or identification number100515
Number of Individuals Covered12
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $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 BrokerUSD $1,754
Additional information about fees paid to insurance brokerINVESTMENT ADVICE
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL CORP
JOHN HANCOCK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number100515
Policy instance 1
Insurance contract or identification number100515
Number of Individuals Covered5
Insurance policy end date2016-12-31
Total amount of commissions paid to insurance brokerUSD $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 BrokerUSD $1,175
Additional information about fees paid to insurance brokerINVESTMENT ADVICE
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL CORP
JOHN HANCOCK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number100515
Policy instance 1
Insurance contract or identification number100515
Number of Individuals Covered5
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $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 BrokerUSD $1,018
Additional information about fees paid to insurance brokerINVESTMENT ADVICE
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL CORP
JOHN HANCOCK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number100515
Policy instance 1
Insurance contract or identification number100515
Number of Individuals Covered5
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $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 BrokerUSD $834
Additional information about fees paid to insurance brokerINVESTMENT ADVICE
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL CORP
JOHN HANCOCK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number100515
Policy instance 1
Insurance contract or identification number100515
Number of Individuals Covered5
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $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 BrokerUSD $533
Additional information about fees paid to insurance brokerINVESTMENT ADVICE
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL CORP
JOHN HANCOCK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number100515
Policy instance 1
Insurance contract or identification number100515
Number of Individuals Covered5
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $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 BrokerUSD $725
Additional information about fees paid to insurance brokerINVESTMENT ADVICE
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL CORP
JOHN HANCOCK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number100515
Policy instance 1
Insurance contract or identification number100515
Number of Individuals Covered5
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $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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