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BARADAT & PABOOJIAN, INC. 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameBARADAT & PABOOJIAN, INC. 401K PROFIT SHARING PLAN
Plan identification number 001

BARADAT & PABOOJIAN, INC. 401K PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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.

401k Sponsoring company profile

BARADAT & PABOOJIAN, INC. has sponsored the creation of one or more 401k plans.

Company Name:BARADAT & PABOOJIAN, INC.
Employer identification number (EIN):272048971
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BARADAT & PABOOJIAN, INC. 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JASON BELL2023-04-04
0012021-01-01JASON BELL2022-08-17
0012020-01-01
0012019-01-01
0012018-01-01JASON BELL JASON BELL2019-05-13
0012017-01-01JASON BELL
0012016-01-01JASON BELL
0012015-01-01JASON BELL
0012014-01-01JASON BELL
0012013-01-01JASON BELL
0012012-01-01JASON BELL

Plan Statistics for BARADAT & PABOOJIAN, INC. 401K PROFIT SHARING PLAN

401k plan membership statisitcs for BARADAT & PABOOJIAN, INC. 401K PROFIT SHARING PLAN

Measure Date Value
2020: BARADAT & PABOOJIAN, INC. 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0125
Total number of active participants reported on line 7a of the Form 55002020-01-0117
Number of retired or separated participants receiving benefits2020-01-014
Number of other retired or separated participants entitled to future benefits2020-01-015
Total of all active and inactive participants2020-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0126
Number of participants with account balances2020-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BARADAT & PABOOJIAN, INC. 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0125
Total number of active participants reported on line 7a of the Form 55002019-01-0115
Number of retired or separated participants receiving benefits2019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-014
Total of all active and inactive participants2019-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0123
Number of participants with account balances2019-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: BARADAT & PABOOJIAN, INC. 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0125
Total number of active participants reported on line 7a of the Form 55002018-01-0118
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-013
Total of all active and inactive participants2018-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0125
Number of participants with account balances2018-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BARADAT & PABOOJIAN, INC. 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0124
Total number of active participants reported on line 7a of the Form 55002017-01-0117
Number of retired or separated participants receiving benefits2017-01-014
Number of other retired or separated participants entitled to future benefits2017-01-013
Total of all active and inactive participants2017-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0124
Number of participants with account balances2017-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BARADAT & PABOOJIAN, INC. 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0122
Total number of active participants reported on line 7a of the Form 55002016-01-0115
Number of retired or separated participants receiving benefits2016-01-014
Number of other retired or separated participants entitled to future benefits2016-01-013
Total of all active and inactive participants2016-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0122
Number of participants with account balances2016-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BARADAT & PABOOJIAN, INC. 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0118
Total number of active participants reported on line 7a of the Form 55002015-01-0113
Number of retired or separated participants receiving benefits2015-01-014
Number of other retired or separated participants entitled to future benefits2015-01-013
Total of all active and inactive participants2015-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0120
Number of participants with account balances2015-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: BARADAT & PABOOJIAN, INC. 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0117
Total number of active participants reported on line 7a of the Form 55002014-01-0112
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-013
Total of all active and inactive participants2014-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0118
Number of participants with account balances2014-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BARADAT & PABOOJIAN, INC. 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0116
Total number of active participants reported on line 7a of the Form 55002013-01-0113
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0116
Number of participants with account balances2013-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BARADAT & PABOOJIAN, INC. 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0117
Total number of active participants reported on line 7a of the Form 55002012-01-0111
Number of retired or separated participants receiving benefits2012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-013
Total of all active and inactive participants2012-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0117
Number of participants with account balances2012-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013

Financial Data on BARADAT & PABOOJIAN, INC. 401K PROFIT SHARING PLAN

Measure Date Value
2020 : BARADAT & PABOOJIAN, INC. 401K PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$906,511
Expenses. Total of all expenses incurred2020-12-31$10,526
Benefits paid (including direct rollovers)2020-12-31$10,501
Total plan assets at end of year2020-12-31$7,070,346
Total plan assets at beginning of year2020-12-31$6,174,361
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$152,140
Other income received2020-12-31$445,509
Net income (gross income less expenses)2020-12-31$895,985
Net plan assets at end of year (total assets less liabilities)2020-12-31$7,070,346
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$6,174,361
Assets. Value of real-estate (other than employer real property)2020-12-31$500,000
Total contributions received or receivable from employer(s)2020-12-31$308,862
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$25
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : BARADAT & PABOOJIAN, INC. 401K PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$1,670,069
Expenses. Total of all expenses incurred2019-12-31$104,458
Benefits paid (including direct rollovers)2019-12-31$104,458
Total plan assets at end of year2019-12-31$6,174,361
Total plan assets at beginning of year2019-12-31$4,608,750
Value of fidelity bond covering the plan2019-12-31$400,000
Total contributions received or receivable from participants2019-12-31$142,235
Other income received2019-12-31$1,274,298
Net income (gross income less expenses)2019-12-31$1,565,611
Net plan assets at end of year (total assets less liabilities)2019-12-31$6,174,361
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$4,608,750
Assets. Value of real-estate (other than employer real property)2019-12-31$500,000
Total contributions received or receivable from employer(s)2019-12-31$253,536
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : BARADAT & PABOOJIAN, INC. 401K PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$70,139
Expenses. Total of all expenses incurred2018-12-31$9,867
Total plan assets at end of year2018-12-31$4,608,750
Total plan assets at beginning of year2018-12-31$4,548,478
Value of fidelity bond covering the plan2018-12-31$400,000
Total contributions received or receivable from participants2018-12-31$164,994
Other income received2018-12-31$-334,497
Net income (gross income less expenses)2018-12-31$60,272
Net plan assets at end of year (total assets less liabilities)2018-12-31$4,608,750
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$4,548,478
Assets. Value of real-estate (other than employer real property)2018-12-31$112,500
Total contributions received or receivable from employer(s)2018-12-31$239,642
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$9,867
2017 : BARADAT & PABOOJIAN, INC. 401K PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$906,772
Expenses. Total of all expenses incurred2017-12-31$9,247
Total plan assets at end of year2017-12-31$4,548,478
Total plan assets at beginning of year2017-12-31$3,650,953
Value of fidelity bond covering the plan2017-12-31$400,000
Total contributions received or receivable from participants2017-12-31$143,608
Other income received2017-12-31$561,727
Net income (gross income less expenses)2017-12-31$897,525
Net plan assets at end of year (total assets less liabilities)2017-12-31$4,548,478
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$3,650,953
Assets. Value of real-estate (other than employer real property)2017-12-31$112,000
Total contributions received or receivable from employer(s)2017-12-31$201,437
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$9,247
2016 : BARADAT & PABOOJIAN, INC. 401K PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$538,882
Expenses. Total of all expenses incurred2016-12-31$6,250
Benefits paid (including direct rollovers)2016-12-31$6,250
Total plan assets at end of year2016-12-31$3,650,953
Total plan assets at beginning of year2016-12-31$3,118,321
Value of fidelity bond covering the plan2016-12-31$400,000
Total contributions received or receivable from participants2016-12-31$122,387
Contributions received from other sources (not participants or employers)2016-12-31$58,001
Other income received2016-12-31$171,274
Net income (gross income less expenses)2016-12-31$532,632
Net plan assets at end of year (total assets less liabilities)2016-12-31$3,650,953
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$3,118,321
Assets. Value of real-estate (other than employer real property)2016-12-31$112,500
Total contributions received or receivable from employer(s)2016-12-31$187,220
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : BARADAT & PABOOJIAN, INC. 401K PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$166,772
Expenses. Total of all expenses incurred2015-12-31$54,688
Benefits paid (including direct rollovers)2015-12-31$46,751
Total plan assets at end of year2015-12-31$3,118,321
Total plan assets at beginning of year2015-12-31$3,006,237
Value of fidelity bond covering the plan2015-12-31$400,000
Total contributions received or receivable from participants2015-12-31$91,969
Other income received2015-12-31$-74,520
Net income (gross income less expenses)2015-12-31$112,084
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,118,321
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,006,237
Assets. Value of real-estate (other than employer real property)2015-12-31$112,500
Total contributions received or receivable from employer(s)2015-12-31$149,323
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$7,937
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : BARADAT & PABOOJIAN, INC. 401K PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$421,612
Expenses. Total of all expenses incurred2014-12-31$261,436
Benefits paid (including direct rollovers)2014-12-31$261,436
Total plan assets at end of year2014-12-31$3,006,237
Total plan assets at beginning of year2014-12-31$2,846,061
Value of fidelity bond covering the plan2014-12-31$400,000
Total contributions received or receivable from participants2014-12-31$75,082
Contributions received from other sources (not participants or employers)2014-12-31$118,222
Other income received2014-12-31$96,611
Net income (gross income less expenses)2014-12-31$160,176
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,006,237
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,846,061
Assets. Value of real-estate (other than employer real property)2014-12-31$112,500
Total contributions received or receivable from employer(s)2014-12-31$131,697
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : BARADAT & PABOOJIAN, INC. 401K PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$535,719
Expenses. Total of all expenses incurred2013-12-31$3,021
Benefits paid (including direct rollovers)2013-12-31$3,021
Total plan assets at end of year2013-12-31$2,846,061
Total plan assets at beginning of year2013-12-31$2,313,363
Value of fidelity bond covering the plan2013-12-31$400,000
Total contributions received or receivable from participants2013-12-31$83,803
Other income received2013-12-31$309,104
Net income (gross income less expenses)2013-12-31$532,698
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,846,061
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,313,363
Assets. Value of real-estate (other than employer real property)2013-12-31$112,500
Total contributions received or receivable from employer(s)2013-12-31$142,812
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : BARADAT & PABOOJIAN, INC. 401K PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$451,781
Expenses. Total of all expenses incurred2012-12-31$939
Benefits paid (including direct rollovers)2012-12-31$939
Total plan assets at end of year2012-12-31$2,313,363
Total plan assets at beginning of year2012-12-31$1,862,521
Value of fidelity bond covering the plan2012-12-31$400,000
Total contributions received or receivable from participants2012-12-31$94,850
Other income received2012-12-31$204,340
Net income (gross income less expenses)2012-12-31$450,842
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,313,363
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,862,521
Assets. Value of real-estate (other than employer real property)2012-12-31$112,500
Total contributions received or receivable from employer(s)2012-12-31$152,591
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0

Form 5500 Responses for BARADAT & PABOOJIAN, INC. 401K PROFIT SHARING PLAN

2020: BARADAT & PABOOJIAN, INC. 401K PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BARADAT & PABOOJIAN, INC. 401K PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle 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: BARADAT & PABOOJIAN, INC. 401K PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle 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: BARADAT & PABOOJIAN, INC. 401K PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle 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: BARADAT & PABOOJIAN, INC. 401K PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle 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
2015: BARADAT & PABOOJIAN, INC. 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BARADAT & PABOOJIAN, INC. 401K PROFIT SHARING 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BARADAT & PABOOJIAN, INC. 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BARADAT & PABOOJIAN, INC. 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan 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 number97328
Policy instance 1
Insurance contract or identification number97328
Number of Individuals Covered22
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $19,194
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
Amount paid for insurance broker fees16449
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?4
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number97328
Policy instance 1
Insurance contract or identification number97328
Number of Individuals Covered19
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 $17,414
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
Amount paid for insurance broker fees14924
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?4
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number97328
Policy instance 1
Insurance contract or identification number97328
Number of Individuals Covered22
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 $15,786
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
Amount paid for insurance broker fees13684
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?4
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number97328
Policy instance 1
Insurance contract or identification number97328
Number of Individuals Covered21
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 $11,753
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
Amount paid for insurance broker fees11753
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?4
Insurance broker nameWELLS FARGO BROK INS AGY

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