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RURAL KING 401(K) PLAN 401k Plan overview

Plan NameRURAL KING 401(K) PLAN
Plan identification number 001

RURAL KING 401(K) 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

RURAL KING ADMINISTRATIVE SERVICES LLC has sponsored the creation of one or more 401k plans.

Company Name:RURAL KING ADMINISTRATIVE SERVICES LLC
Employer identification number (EIN):263520475
NAIC Classification:444110
NAIC Description:Home Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RURAL KING 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01JAMES WILSON
0012016-01-01JAMES WILSON

Plan Statistics for RURAL KING 401(K) PLAN

401k plan membership statisitcs for RURAL KING 401(K) PLAN

Measure Date Value
2019: RURAL KING 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013,798
Total number of active participants reported on line 7a of the Form 55002019-01-015,183
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01113
Total of all active and inactive participants2019-01-015,296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-015,297
Number of participants with account balances2019-01-015,183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0199
2018: RURAL KING 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013,152
Total number of active participants reported on line 7a of the Form 55002018-01-012,756
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0179
Total of all active and inactive participants2018-01-012,835
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012,835
Number of participants with account balances2018-01-01661
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0151
2017: RURAL KING 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,692
Total number of active participants reported on line 7a of the Form 55002017-01-012,299
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0174
Total of all active and inactive participants2017-01-012,373
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-012,374
Number of participants with account balances2017-01-01628
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0172
2016: RURAL KING 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,349
Total number of active participants reported on line 7a of the Form 55002016-01-012,086
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0156
Total of all active and inactive participants2016-01-012,142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-012,143
Number of participants with account balances2016-01-01632

Financial Data on RURAL KING 401(K) PLAN

Measure Date Value
2019 : RURAL KING 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$330,741
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$7,210,791
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,725,802
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,540,781
Value of total corrective distributions2019-12-31$132,420
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,517,103
Value of total assets at end of year2019-12-31$18,192,016
Value of total assets at beginning of year2019-12-31$12,376,286
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$52,601
Total interest from all sources2019-12-31$24,061
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,665,123
Participant contributions at end of year2019-12-31$428,328
Participant contributions at beginning of year2019-12-31$403,020
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$1,942
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$758,412
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$535
Total non interest bearing cash at end of year2019-12-31$5,203
Total non interest bearing cash at beginning of year2019-12-31$24,696
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$5,484,989
Value of net assets at end of year (total assets less liabilities)2019-12-31$17,861,275
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$12,376,286
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$17,363,220
Value of interest in pooled separate accounts at beginning of year2019-12-31$11,481,923
Interest on participant loans2019-12-31$24,061
Net investment gain/loss from pooled separate accounts2019-12-31$2,669,627
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31Yes
Contributions received in cash from employer2019-12-31$1,093,568
Employer contributions (assets) at end of year2019-12-31$395,265
Employer contributions (assets) at beginning of year2019-12-31$464,705
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,540,246
Contract administrator fees2019-12-31$52,601
Liabilities. Value of benefit claims payable at end of year2019-12-31$330,741
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WEST & COMPANY LLC
Accountancy firm EIN2019-12-31370980065
2018 : RURAL KING 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,155,904
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,329,033
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,044,378
Value of total corrective distributions2018-12-31$188,412
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,881,533
Value of total assets at end of year2018-12-31$12,376,286
Value of total assets at beginning of year2018-12-31$13,549,415
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$96,243
Total interest from all sources2018-12-31$22,862
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,152,495
Participant contributions at end of year2018-12-31$403,020
Participant contributions at beginning of year2018-12-31$396,367
Participant contributions at end of year2018-12-31$1,942
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$288,116
Total non interest bearing cash at end of year2018-12-31$24,696
Total non interest bearing cash at beginning of year2018-12-31$18,562
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,173,129
Value of net assets at end of year (total assets less liabilities)2018-12-31$12,376,286
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$13,549,415
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$11,481,923
Value of interest in pooled separate accounts at beginning of year2018-12-31$12,712,194
Interest on participant loans2018-12-31$22,862
Net investment gain/loss from pooled separate accounts2018-12-31$-748,491
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31Yes
Contributions received in cash from employer2018-12-31$440,922
Employer contributions (assets) at end of year2018-12-31$464,705
Employer contributions (assets) at beginning of year2018-12-31$422,292
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,044,378
Contract administrator fees2018-12-31$96,243
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WEST & COMPANY LLC
Accountancy firm EIN2018-12-31370980065
2017 : RURAL KING 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,523,989
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,051,498
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,767,954
Value of total corrective distributions2017-12-31$194,161
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,716,859
Value of total assets at end of year2017-12-31$13,549,415
Value of total assets at beginning of year2017-12-31$12,076,924
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$89,383
Total interest from all sources2017-12-31$18,590
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,066,263
Participant contributions at end of year2017-12-31$396,367
Participant contributions at beginning of year2017-12-31$349,732
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$250,023
Total non interest bearing cash at end of year2017-12-31$18,562
Total non interest bearing cash at beginning of year2017-12-31$12,832
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,472,491
Value of net assets at end of year (total assets less liabilities)2017-12-31$13,549,415
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$12,076,924
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$12,712,194
Value of interest in pooled separate accounts at beginning of year2017-12-31$11,296,522
Interest on participant loans2017-12-31$18,590
Net investment gain/loss from pooled separate accounts2017-12-31$1,788,540
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$400,573
Employer contributions (assets) at end of year2017-12-31$422,292
Employer contributions (assets) at beginning of year2017-12-31$417,838
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,767,954
Contract administrator fees2017-12-31$89,383
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WEST & COMPANY LLC
Accountancy firm EIN2017-12-31370980065
2016 : RURAL KING 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,439,328
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$971,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$875,873
Expenses. Certain deemed distributions of participant loans2016-12-31$29
Value of total corrective distributions2016-12-31$14,292
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,652,911
Value of total assets at end of year2016-12-31$12,076,924
Value of total assets at beginning of year2016-12-31$10,608,671
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$80,881
Total interest from all sources2016-12-31$17,281
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,058,843
Participant contributions at end of year2016-12-31$349,732
Participant contributions at beginning of year2016-12-31$301,707
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$187,903
Other income not declared elsewhere2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$12,832
Total non interest bearing cash at beginning of year2016-12-31$16,574
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,468,253
Value of net assets at end of year (total assets less liabilities)2016-12-31$12,076,924
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,608,671
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$11,296,522
Value of interest in pooled separate accounts at beginning of year2016-12-31$9,946,296
Interest on participant loans2016-12-31$17,281
Net investment gain/loss from pooled separate accounts2016-12-31$769,136
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$406,165
Employer contributions (assets) at end of year2016-12-31$417,838
Employer contributions (assets) at beginning of year2016-12-31$344,094
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$875,873
Contract administrator fees2016-12-31$80,881
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WEST & COMPANY LLC
Accountancy firm EIN2016-12-31370980065

Form 5500 Responses for RURAL KING 401(K) PLAN

2019: RURAL KING 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RURAL KING 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: RURAL KING 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RURAL KING 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan 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 number86323
Policy instance 1
Insurance contract or identification number86323
Number of Individuals Covered1606
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $26,952
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees24871
Additional information about fees paid to insurance brokerTRUSTEE FEES
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number86323
Policy instance 1
Insurance contract or identification number86323
Number of Individuals Covered1118
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $61,961
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees53633
Additional information about fees paid to insurance brokerTRUSTEE FEES
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number86323
Policy instance 1
Insurance contract or identification number86323
Number of Individuals Covered995
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $56,818
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees47483
Additional information about fees paid to insurance brokerTRUSTEE FEES
Insurance broker organization code?3
Insurance broker nameBENEFIT PLANNING CONSULTANTS

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