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PTM OF JACKSON LTD. SALARY SAVINGS PLAN 401k Plan overview

Plan NamePTM OF JACKSON LTD. SALARY SAVINGS PLAN
Plan identification number 001

PTM OF JACKSON LTD. SALARY SAVINGS PLAN 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.
  • 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

PTM OF JACKSON LTD has sponsored the creation of one or more 401k plans.

Company Name:PTM OF JACKSON LTD
Employer identification number (EIN):263228679
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PTM OF JACKSON LTD. SALARY SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01DEEDEE HANC2019-07-16
0012018-01-01DEEDEE HANC2019-07-16
0012018-01-01DEEDEE HANC2019-05-07 DEEDEE HANC2019-05-07
0012017-01-01DEEDEE HANC2019-05-07 DEEDEE HANC2019-05-07
0012017-01-01DEEDEE HANC2019-07-16
0012016-01-01DEE DEE HANC2017-06-30
0012015-01-01
0012014-01-01CHRISTINE FLOYD WELCH
0012013-01-01CHRISTINE FLOYD WELCH SAMUEL TENSLEY2015-03-04
0012012-01-01CHRISTINE FLOYD WELCH SAMUEL TENSLEY2014-01-10
0012011-01-01CHRISTINE FLOYD WELCH SAMUEL TENSLEY2012-10-11
0012009-01-01CHRISTINE FLOYD WELCH
0012009-01-01FRANK HARRISON
0012009-01-01FRANK HARRISON

Plan Statistics for PTM OF JACKSON LTD. SALARY SAVINGS PLAN

401k plan membership statisitcs for PTM OF JACKSON LTD. SALARY SAVINGS PLAN

Measure Date Value
2014: PTM OF JACKSON LTD. SALARY SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0183
Total number of active participants reported on line 7a of the Form 55002014-01-0179
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 participants2014-01-0179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0179
Number of participants with account balances2014-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PTM OF JACKSON LTD. SALARY SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01112
Total number of active participants reported on line 7a of the Form 55002013-01-0182
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-0183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0183
Number of participants with account balances2013-01-0185
2012: PTM OF JACKSON LTD. SALARY SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01126
Total number of active participants reported on line 7a of the Form 55002012-01-0179
Number of retired or separated participants receiving benefits2012-01-0124
Number of other retired or separated participants entitled to future benefits2012-01-019
Total of all active and inactive participants2012-01-01112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01112
Number of participants with account balances2012-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: PTM OF JACKSON LTD. SALARY SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01118
Total number of active participants reported on line 7a of the Form 55002011-01-0181
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-0183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0183
Number of participants with account balances2011-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0111
2009: PTM OF JACKSON LTD. SALARY SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0195
Total number of active participants reported on line 7a of the Form 55002009-01-0173
Number of retired or separated participants receiving benefits2009-01-015
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0178
Number of participants with account balances2009-01-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on PTM OF JACKSON LTD. SALARY SAVINGS PLAN

Measure Date Value
2014 : PTM OF JACKSON LTD. SALARY SAVINGS PLAN 2014 401k financial data
Total income from all sources2014-12-31$227,364
Expenses. Total of all expenses incurred2014-12-31$244,103
Benefits paid (including direct rollovers)2014-12-31$243,159
Total plan assets at end of year2014-12-31$2,308,616
Total plan assets at beginning of year2014-12-31$2,325,355
Value of fidelity bond covering the plan2014-12-31$250,000
Total contributions received or receivable from participants2014-12-31$125,182
Other income received2014-12-31$-7,941
Net income (gross income less expenses)2014-12-31$-16,739
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,308,616
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,325,355
Assets. Value of participant loans2014-12-31$106,082
Total contributions received or receivable from employer(s)2014-12-31$110,123
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$944
2013 : PTM OF JACKSON LTD. SALARY SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$460,300
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$294,820
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$293,125
Expenses. Certain deemed distributions of participant loans2013-12-31$6,342
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$240,591
Value of total assets at end of year2013-12-31$2,314,216
Value of total assets at beginning of year2013-12-31$2,148,736
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,695
Total interest from all sources2013-12-31$4,617
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$1,695
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$250,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$127,612
Assets. Loans (other than to participants) at end of year2013-12-31$100,485
Assets. Loans (other than to participants) at beginning of year2013-12-31$114,356
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$165,480
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,314,216
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,148,736
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Income. Interest from loans (other than to participants)2013-12-31$4,617
Value of interest in common/collective trusts at end of year2013-12-31$2,213,731
Value of interest in common/collective trusts at beginning of year2013-12-31$2,026,653
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$11,139
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$7,727
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$7,727
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$215,092
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$112,979
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$293,125
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31T.E. LOTT & COMPANY
Accountancy firm EIN2013-12-31640575804
2012 : PTM OF JACKSON LTD. SALARY SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$402,740
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$152,581
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$147,134
Expenses. Certain deemed distributions of participant loans2012-12-31$2,689
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$239,402
Value of total assets at end of year2012-12-31$2,148,736
Value of total assets at beginning of year2012-12-31$1,898,577
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,758
Total interest from all sources2012-12-31$4,542
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$250,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$126,098
Assets. Loans (other than to participants) at end of year2012-12-31$114,356
Assets. Loans (other than to participants) at beginning of year2012-12-31$86,443
Administrative expenses (other) incurred2012-12-31$2,758
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$250,159
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,148,736
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,898,577
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$2,026,653
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,805,003
Interest on participant loans2012-12-31$4,542
Value of interest in common/collective trusts at end of year2012-12-31$2,026,653
Value of interest in common/collective trusts at beginning of year2012-12-31$1,805,003
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$7,727
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$7,131
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$7,131
Net investment gain/loss from pooled separate accounts2012-12-31$158,796
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$113,304
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$147,134
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31T.E. LOTT & COMPANY
Accountancy firm EIN2012-12-31640575804
2011 : PTM OF JACKSON LTD. SALARY SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$326,853
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$32,355
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$30,346
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$287,347
Value of total assets at end of year2011-12-31$1,940,984
Value of total assets at beginning of year2011-12-31$1,646,486
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,009
Total interest from all sources2011-12-31$4,391
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Administrative expenses professional fees incurred2011-12-31$2,009
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$250,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$152,317
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$2,260
Assets. Loans (other than to participants) at end of year2011-12-31$49,538
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$294,498
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,940,984
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,646,486
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,891,446
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,544,629
Interest on participant loans2011-12-31$4,391
Value of interest in common/collective trusts at beginning of year2011-12-31$99,597
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$35,115
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$135,030
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$30,346
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31T.E. LOTT
Accountancy firm EIN2011-12-31640575804
2010 : PTM OF JACKSON LTD. SALARY SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$323,502
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$103,556
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$101,364
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$200,259
Value of total assets at end of year2010-12-31$1,646,486
Value of total assets at beginning of year2010-12-31$1,426,540
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,192
Total interest from all sources2010-12-31$4,791
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Total income from all sources2010-12-31$323,332
Expenses. Total of all expenses incurred2010-12-31$103,556
Benefits paid (including direct rollovers)2010-12-31$101,364
Total plan assets at end of year2010-12-31$1,644,226
Total plan assets at beginning of year2010-12-31$1,424,450
Value of fidelity bond covering the plan2010-12-31$140,000
Total contributions received or receivable from participants2010-12-31$106,891
Assets. Value of loans (other than to participants)2010-12-31$99,597
Other income received2010-12-31$123,073
Net income (gross income less expenses)2010-12-31$219,776
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,644,226
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,424,450
Total contributions received or receivable from employer(s)2010-12-31$93,368
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$2,192
Administrative expenses professional fees incurred2010-12-31$2,192
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$140,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$106,891
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$219,946
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,646,486
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,426,540
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,544,629
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,354,408
Interest on participant loans2010-12-31$4,791
Value of interest in common/collective trusts at end of year2010-12-31$99,597
Value of interest in common/collective trusts at beginning of year2010-12-31$70,042
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$2,260
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$2,090
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$2,090
Net investment gain/loss from pooled separate accounts2010-12-31$118,452
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$93,368
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$101,364
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31T.E. LOTT & COMPANY
Accountancy firm EIN2010-12-31640575804

Form 5500 Responses for PTM OF JACKSON LTD. SALARY SAVINGS PLAN

2014: PTM OF JACKSON LTD. SALARY SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PTM OF JACKSON LTD. SALARY SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PTM OF JACKSON LTD. SALARY SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PTM OF JACKSON LTD. SALARY SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PTM OF JACKSON LTD. SALARY SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan 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 number68188
Policy instance 1
Insurance contract or identification number68188
Number of Individuals Covered85
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,801
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Amount paid for insurance broker fees2801
Additional information about fees paid to insurance brokerADMINISTRATIVE
Insurance broker organization code?3
Insurance broker nameDYATECH, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number68188
Policy instance 1
Insurance contract or identification number68188
Number of Individuals Covered108
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $5,822
Total amount of fees paid to insurance companyUSD $2,779
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $5,822
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?5
Amount paid for insurance broker fees2779
Insurance broker nameDYATECH, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number68188
Policy instance 1
Insurance contract or identification number68188
Number of Individuals Covered113
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $7,277
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number68188
Policy instance 1
Insurance contract or identification number68188
Number of Individuals Covered111
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $4,928
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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