SHORELINE DENTAL, PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SHORELINE DENTAL, PC 401(K) PLAN
Measure | Date | Value |
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2020: SHORELINE DENTAL, PC 401(K) PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 1 |
Total of all active and inactive participants | 2020-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 5 |
Number of participants with account balances | 2020-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: SHORELINE DENTAL, PC 401(K) PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 1 |
Total of all active and inactive participants | 2019-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 6 |
Number of participants with account balances | 2019-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: SHORELINE DENTAL, PC 401(K) PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 1 |
Total of all active and inactive participants | 2018-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 6 |
Number of participants with account balances | 2018-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: SHORELINE DENTAL, PC 401(K) PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 6 |
Number of participants with account balances | 2017-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: SHORELINE DENTAL, PC 401(K) PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
Total of all active and inactive participants | 2016-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 6 |
Number of participants with account balances | 2016-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: SHORELINE DENTAL, PC 401(K) PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
Total of all active and inactive participants | 2015-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 6 |
Number of participants with account balances | 2015-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: SHORELINE DENTAL, PC 401(K) PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
Total of all active and inactive participants | 2014-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 5 |
Number of participants with account balances | 2014-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: SHORELINE DENTAL, PC 401(K) PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
Total of all active and inactive participants | 2013-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 5 |
Number of participants with account balances | 2013-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: SHORELINE DENTAL, PC 401(K) PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
Total of all active and inactive participants | 2012-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 5 |
Number of participants with account balances | 2012-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: SHORELINE DENTAL, PC 401(K) PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
Total of all active and inactive participants | 2011-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 5 |
Number of participants with account balances | 2011-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
Measure | Date | Value |
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2020 : SHORELINE DENTAL, PC 401(K) PLAN 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $383,433 |
Expenses. Total of all expenses incurred | 2020-12-31 | $558,383 |
Benefits paid (including direct rollovers) | 2020-12-31 | $558,358 |
Total plan assets at end of year | 2020-12-31 | $1,552,157 |
Total plan assets at beginning of year | 2020-12-31 | $1,727,107 |
Value of fidelity bond covering the plan | 2020-12-31 | $265,000 |
Total contributions received or receivable from participants | 2020-12-31 | $44,340 |
Other income received | 2020-12-31 | $295,593 |
Net income (gross income less expenses) | 2020-12-31 | $-174,950 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,552,157 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,727,107 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $43,500 |
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 securities | 2020-12-31 | $0 |
2019 : SHORELINE DENTAL, PC 401(K) PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $470,677 |
Expenses. Total of all expenses incurred | 2019-12-31 | $29,935 |
Benefits paid (including direct rollovers) | 2019-12-31 | $29,885 |
Total plan assets at end of year | 2019-12-31 | $1,727,107 |
Total plan assets at beginning of year | 2019-12-31 | $1,286,365 |
Value of fidelity bond covering the plan | 2019-12-31 | $265,000 |
Total contributions received or receivable from participants | 2019-12-31 | $88,350 |
Other income received | 2019-12-31 | $332,461 |
Net income (gross income less expenses) | 2019-12-31 | $440,742 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,727,107 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,286,365 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $49,866 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $50 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : SHORELINE DENTAL, PC 401(K) PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $38,455 |
Expenses. Total of all expenses incurred | 2018-12-31 | $0 |
Total plan assets at end of year | 2018-12-31 | $1,286,365 |
Total plan assets at beginning of year | 2018-12-31 | $1,247,910 |
Value of fidelity bond covering the plan | 2018-12-31 | $265,000 |
Total contributions received or receivable from participants | 2018-12-31 | $86,650 |
Other income received | 2018-12-31 | $-97,589 |
Net income (gross income less expenses) | 2018-12-31 | $38,455 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,286,365 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,247,910 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $49,394 |
2017 : SHORELINE DENTAL, PC 401(K) PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $309,099 |
Expenses. Total of all expenses incurred | 2017-12-31 | $0 |
Total plan assets at end of year | 2017-12-31 | $1,247,910 |
Total plan assets at beginning of year | 2017-12-31 | $938,811 |
Value of fidelity bond covering the plan | 2017-12-31 | $265,000 |
Total contributions received or receivable from participants | 2017-12-31 | $85,075 |
Other income received | 2017-12-31 | $178,505 |
Net income (gross income less expenses) | 2017-12-31 | $309,099 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,247,910 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $938,811 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $45,519 |
2016 : SHORELINE DENTAL, PC 401(K) PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $186,251 |
Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
Total plan assets at end of year | 2016-12-31 | $938,811 |
Total plan assets at beginning of year | 2016-12-31 | $752,560 |
Value of fidelity bond covering the plan | 2016-12-31 | $265,000 |
Total contributions received or receivable from participants | 2016-12-31 | $83,579 |
Other income received | 2016-12-31 | $55,134 |
Net income (gross income less expenses) | 2016-12-31 | $186,251 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $938,811 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $752,560 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $47,538 |
2015 : SHORELINE DENTAL, PC 401(K) PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $115,543 |
Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
Total plan assets at end of year | 2015-12-31 | $752,560 |
Total plan assets at beginning of year | 2015-12-31 | $637,017 |
Value of fidelity bond covering the plan | 2015-12-31 | $265,000 |
Total contributions received or receivable from participants | 2015-12-31 | $86,614 |
Other income received | 2015-12-31 | $-20,789 |
Net income (gross income less expenses) | 2015-12-31 | $115,543 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $752,560 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $637,017 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $49,718 |
2014 : SHORELINE DENTAL, PC 401(K) PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $157,398 |
Expenses. Total of all expenses incurred | 2014-12-31 | $0 |
Total plan assets at end of year | 2014-12-31 | $637,017 |
Total plan assets at beginning of year | 2014-12-31 | $479,619 |
Value of fidelity bond covering the plan | 2014-12-31 | $265,000 |
Total contributions received or receivable from participants | 2014-12-31 | $81,082 |
Other income received | 2014-12-31 | $27,301 |
Net income (gross income less expenses) | 2014-12-31 | $157,398 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $637,017 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $479,619 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $49,015 |
2013 : SHORELINE DENTAL, PC 401(K) PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $218,981 |
Expenses. Total of all expenses incurred | 2013-12-31 | $0 |
Total plan assets at end of year | 2013-12-31 | $479,619 |
Total plan assets at beginning of year | 2013-12-31 | $260,638 |
Value of fidelity bond covering the plan | 2013-12-31 | $265,000 |
Total contributions received or receivable from participants | 2013-12-31 | $84,427 |
Other income received | 2013-12-31 | $83,154 |
Net income (gross income less expenses) | 2013-12-31 | $218,981 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $479,619 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $260,638 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $51,400 |
2012 : SHORELINE DENTAL, PC 401(K) PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $193,931 |
Expenses. Total of all expenses incurred | 2012-12-31 | $100 |
Total plan assets at end of year | 2012-12-31 | $260,638 |
Total plan assets at beginning of year | 2012-12-31 | $66,807 |
Value of fidelity bond covering the plan | 2012-12-31 | $265,000 |
Total contributions received or receivable from participants | 2012-12-31 | $81,691 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $42,565 |
Other income received | 2012-12-31 | $14,264 |
Net income (gross income less expenses) | 2012-12-31 | $193,831 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $260,638 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $66,807 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $55,411 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $100 |
2011 : SHORELINE DENTAL, PC 401(K) PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $66,807 |
Expenses. Total of all expenses incurred | 2011-12-31 | $0 |
Total plan assets at end of year | 2011-12-31 | $66,807 |
Total contributions received or receivable from participants | 2011-12-31 | $57,038 |
Other income received | 2011-12-31 | $97 |
Net income (gross income less expenses) | 2011-12-31 | $66,807 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $66,807 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $9,672 |
2020: SHORELINE DENTAL, PC 401(K) PLAN 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Insurance | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: SHORELINE DENTAL, PC 401(K) PLAN 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Insurance | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: SHORELINE DENTAL, PC 401(K) PLAN 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Insurance | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: SHORELINE DENTAL, PC 401(K) PLAN 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Insurance | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: SHORELINE DENTAL, PC 401(K) PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Insurance | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: SHORELINE DENTAL, PC 401(K) PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Insurance | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: SHORELINE DENTAL, PC 401(K) PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: SHORELINE DENTAL, PC 401(K) PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: SHORELINE DENTAL, PC 401(K) PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: SHORELINE DENTAL, PC 401(K) PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | First time form 5500 has been submitted | Yes |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 ) |
Policy contract number | 800131 |
Policy instance | 1 |
Insurance contract or identification number | 800131 | Number of Individuals Covered | 6 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $8,325 | Total amount of fees paid to insurance company | USD $834 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 | Commission paid to Insurance Broker | USD $8,325 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 834 | Additional information about fees paid to insurance broker | TPA COMPENSATION |
|
JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 ) |
Policy contract number | 800131 |
Policy instance | 1 |
Insurance contract or identification number | 800131 | Number of Individuals Covered | 5 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $7,399 | Total amount of fees paid to insurance company | USD $741 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 | Commission paid to Insurance Broker | USD $7,399 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 741 | Additional information about fees paid to insurance broker | TPA COMPENSATION |
|
JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 ) |
Policy contract number | 800131 |
Policy instance | 1 |
Insurance contract or identification number | 800131 | Number of Individuals Covered | 6 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $6,587 | Total amount of fees paid to insurance company | USD $660 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 | Commission paid to Insurance Broker | USD $6,587 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 660 | Additional information about fees paid to insurance broker | TPA COMPENSATION |
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JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 ) |
Policy contract number | 800131 |
Policy instance | 1 |
Insurance contract or identification number | 800131 | Number of Individuals Covered | 6 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $5,257 | Total amount of fees paid to insurance company | USD $527 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 | Commission paid to Insurance Broker | USD $5,257 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 527 | Additional information about fees paid to insurance broker | TPA COMPENSATION | Insurance broker name | DAVID G. LEONARD |
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JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 ) |
Policy contract number | 800131 |
Policy instance | 1 |
Insurance contract or identification number | 800131 | Number of Individuals Covered | 6 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $3,370 | Total amount of fees paid to insurance company | USD $339 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 | Commission paid to Insurance Broker | USD $3,370 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 339 | Additional information about fees paid to insurance broker | TPA COMPENSATION | Insurance broker name | DAVID G. LEONARD |
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JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 ) |
Policy contract number | 800131 |
Policy instance | 1 |
Insurance contract or identification number | 800131 | Number of Individuals Covered | 5 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $2,574 | Total amount of fees paid to insurance company | USD $258 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 | Commission paid to Insurance Broker | USD $2,574 | Amount paid for insurance broker fees | 0 | Additional information about fees paid to insurance broker | BROKER COMMISSION | Insurance broker organization code? | 3 | Insurance broker name | DAVID G. LEONARD |
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JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 ) |
Policy contract number | 800131 |
Policy instance | 1 |
Insurance contract or identification number | 800131 | Number of Individuals Covered | 5 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $1,620 | Total amount of fees paid to insurance company | USD $162 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 | Commission paid to Insurance Broker | USD $1,620 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 162 | Additional information about fees paid to insurance broker | TPA COMPENSATION | Insurance broker name | DAVID G. LEONARD |
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JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 ) |
Policy contract number | 800131 |
Policy instance | 1 |
Insurance contract or identification number | 800131 | Number of Individuals Covered | 5 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $768 | Total amount of fees paid to insurance company | USD $1,160 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 fees | 1098 | Additional information about fees paid to insurance broker | TPA COMPENSATION | Insurance broker organization code? | 5 | Commission paid to Insurance Broker | USD $485 | Insurance broker name | DAVID G. LEONARD |
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JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 ) |
Policy contract number | 800131 |
Policy instance | 1 |
Insurance contract or identification number | 800131 | Number of Individuals Covered | 5 | Insurance policy start date | 2011-10-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $14 | Total amount of fees paid to insurance company | USD $202 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 |
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