MOUNT AUBURN OBSTETRICS & GYNECOLOGIC ASSOC., INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MOUNT AUBURN OBSTETRICS & GYNECOLOGIC ASSOC., INC. 401(K) PLAN
401k plan membership statisitcs for MOUNT AUBURN OBSTETRICS & GYNECOLOGIC ASSOC., INC. 401(K) PLAN
| Measure | Date | Value |
|---|
| 2015: MOUNT AUBURN OBSTETRICS & GYNECOLOGIC ASSOC., INC. 401(K) PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 54 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 36 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 16 |
| Total of all active and inactive participants | 2015-01-01 | 54 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 54 |
| Number of participants with account balances | 2015-01-01 | 54 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: MOUNT AUBURN OBSTETRICS & GYNECOLOGIC ASSOC., INC. 401(K) PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 60 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 34 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 17 |
| Total of all active and inactive participants | 2014-01-01 | 52 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 52 |
| Number of participants with account balances | 2014-01-01 | 52 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 2 |
| 2013: MOUNT AUBURN OBSTETRICS & GYNECOLOGIC ASSOC., INC. 401(K) PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 59 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 33 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 8 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 17 |
| Total of all active and inactive participants | 2013-01-01 | 58 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 58 |
| Number of participants with account balances | 2013-01-01 | 58 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 3 |
| 2012: MOUNT AUBURN OBSTETRICS & GYNECOLOGIC ASSOC., INC. 401(K) PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 62 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 31 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 21 |
| Total of all active and inactive participants | 2012-01-01 | 56 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 56 |
| Number of participants with account balances | 2012-01-01 | 56 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 4 |
| 2011: MOUNT AUBURN OBSTETRICS & GYNECOLOGIC ASSOC., INC. 401(K) PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 62 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 41 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 21 |
| 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 | 62 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 62 |
| Number of participants with account balances | 2011-01-01 | 62 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 5 |
| 2010: MOUNT AUBURN OBSTETRICS & GYNECOLOGIC ASSOC., INC. 401(K) PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 61 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 45 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 16 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
| Total of all active and inactive participants | 2010-01-01 | 61 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 61 |
| Number of participants with account balances | 2010-01-01 | 61 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 3 |
| 2009: MOUNT AUBURN OBSTETRICS & GYNECOLOGIC ASSOC., INC. 401(K) PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 54 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 40 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 16 |
| Total of all active and inactive participants | 2009-01-01 | 56 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 56 |
| Number of participants with account balances | 2009-01-01 | 56 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 4 |
| Measure | Date | Value |
|---|
| 2015 : MOUNT AUBURN OBSTETRICS & GYNECOLOGIC ASSOC., INC. 401(K) PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $403,615 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $321,278 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $260,591 |
| Total plan assets at end of year | 2015-12-31 | $8,827,204 |
| Total plan assets at beginning of year | 2015-12-31 | $8,744,867 |
| Value of fidelity bond covering the plan | 2015-12-31 | $600,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $230,588 |
| Other income received | 2015-12-31 | $-131,059 |
| Net income (gross income less expenses) | 2015-12-31 | $82,337 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $8,827,204 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $8,744,867 |
| Assets. Value of participant loans | 2015-12-31 | $11,678 |
| Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $304,086 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $60,687 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : MOUNT AUBURN OBSTETRICS & GYNECOLOGIC ASSOC., INC. 401(K) PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $928,088 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $600,019 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $542,233 |
| Total plan assets at end of year | 2014-12-31 | $8,744,867 |
| Total plan assets at beginning of year | 2014-12-31 | $8,416,798 |
| Value of fidelity bond covering the plan | 2014-12-31 | $600,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $208,786 |
| Other income received | 2014-12-31 | $422,618 |
| Net income (gross income less expenses) | 2014-12-31 | $328,069 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $8,744,867 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $8,416,798 |
| Assets. Value of participant loans | 2014-12-31 | $13,294 |
| Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $296,684 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $57,786 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : MOUNT AUBURN OBSTETRICS & GYNECOLOGIC ASSOC., INC. 401(K) PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $1,965,212 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $2,335,733 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $2,264,897 |
| Total plan assets at end of year | 2013-12-31 | $8,416,798 |
| Total plan assets at beginning of year | 2013-12-31 | $8,787,319 |
| Value of fidelity bond covering the plan | 2013-12-31 | $600,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $182,606 |
| Other income received | 2013-12-31 | $1,536,180 |
| Net income (gross income less expenses) | 2013-12-31 | $-370,521 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $8,416,798 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $8,787,319 |
| Assets. Value of participant loans | 2013-12-31 | $11,442 |
| Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $1,000 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $246,426 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $70,836 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : MOUNT AUBURN OBSTETRICS & GYNECOLOGIC ASSOC., INC. 401(K) PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $1,371,173 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $166,730 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $106,501 |
| Total plan assets at end of year | 2012-12-31 | $8,787,319 |
| Total plan assets at beginning of year | 2012-12-31 | $7,582,876 |
| Value of fidelity bond covering the plan | 2012-12-31 | $600,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $177,019 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $14,899 |
| Other income received | 2012-12-31 | $929,296 |
| Net income (gross income less expenses) | 2012-12-31 | $1,204,443 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $8,787,319 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $7,582,876 |
| Assets. Value of participant loans | 2012-12-31 | $57,823 |
| Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $24,694 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $249,959 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $60,229 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : MOUNT AUBURN OBSTETRICS & GYNECOLOGIC ASSOC., INC. 401(K) PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $203,348 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $119,075 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $67,851 |
| Total plan assets at end of year | 2011-12-31 | $7,582,876 |
| Total plan assets at beginning of year | 2011-12-31 | $7,498,603 |
| Value of fidelity bond covering the plan | 2011-12-31 | $600,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $177,107 |
| Other income received | 2011-12-31 | $-236,434 |
| Net income (gross income less expenses) | 2011-12-31 | $84,273 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $7,582,876 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $7,498,603 |
| Assets. Value of participant loans | 2011-12-31 | $40,249 |
| Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $24,694 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $262,675 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $51,224 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : MOUNT AUBURN OBSTETRICS & GYNECOLOGIC ASSOC., INC. 401(K) PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $679,934 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $53,044 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $8,614 |
| Total plan assets at end of year | 2010-12-31 | $7,498,603 |
| Total plan assets at beginning of year | 2010-12-31 | $6,871,713 |
| Value of fidelity bond covering the plan | 2010-12-31 | $600,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $150,037 |
| Other income received | 2010-12-31 | $232,601 |
| Net income (gross income less expenses) | 2010-12-31 | $626,890 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $7,498,603 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $6,871,713 |
| Assets. Value of participant loans | 2010-12-31 | $44,523 |
| Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $25,435 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $297,296 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $44,430 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : MOUNT AUBURN OBSTETRICS & GYNECOLOGIC ASSOC., INC. 401(K) PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2015: MOUNT AUBURN OBSTETRICS & GYNECOLOGIC ASSOC., INC. 401(K) PLAN 2015 form 5500 responses |
|---|
| 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: MOUNT AUBURN OBSTETRICS & GYNECOLOGIC ASSOC., INC. 401(K) PLAN 2014 form 5500 responses |
|---|
| 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: MOUNT AUBURN OBSTETRICS & GYNECOLOGIC ASSOC., INC. 401(K) PLAN 2013 form 5500 responses |
|---|
| 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: MOUNT AUBURN OBSTETRICS & GYNECOLOGIC ASSOC., INC. 401(K) PLAN 2012 form 5500 responses |
|---|
| 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: MOUNT AUBURN OBSTETRICS & GYNECOLOGIC ASSOC., INC. 401(K) PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 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 |
| 2010: MOUNT AUBURN OBSTETRICS & GYNECOLOGIC ASSOC., INC. 401(K) PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: MOUNT AUBURN OBSTETRICS & GYNECOLOGIC ASSOC., INC. 401(K) PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 57577 |
| Policy instance | 1 |
| Insurance contract or identification number | 57577 | | Number of Individuals Covered | 49 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $5,904 | | Total amount of fees paid to insurance company | USD $1,632 | | 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 | | Commission paid to Insurance Broker | USD $5,904 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 1192 | | Additional information about fees paid to insurance broker | TPA COMPENSATION | | Insurance broker name | SCROGGINSGREAR, INC. |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 57577 |
| Policy instance | 1 |
| Insurance contract or identification number | 57577 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $5,644 | | Total amount of fees paid to insurance company | USD $1,463 | | 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 | | Commission paid to Insurance Broker | USD $5,644 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 1133 | | Additional information about fees paid to insurance broker | TPA COMPENSATION | | Insurance broker name | CLAYTON L. SCROGGINS ASSOC., INC. |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 57577 |
| Policy instance | 1 |
| Insurance contract or identification number | 57577 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $5,472 | | Total amount of fees paid to insurance company | USD $1,614 | | 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 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 57577 |
| Policy instance | 1 |
| Insurance contract or identification number | 57577 | | Number of Individuals Covered | 50 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $4,521 | | Total amount of fees paid to insurance company | USD $1,136 | | 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 | | Commission paid to Insurance Broker | USD $4,521 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 886 | | Additional information about fees paid to insurance broker | TPA COMPENSATION | | Insurance broker name | CLAYTON L. SCROGGINS ASSOC., INC. |
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