MEDICAL & SURGICAL ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MEDICAL & SURGICAL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for MEDICAL & SURGICAL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
Measure | Date | Value |
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2017: MEDICAL & SURGICAL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 50 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 65 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 6 |
Total of all active and inactive participants | 2017-01-01 | 71 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 71 |
Number of participants with account balances | 2017-01-01 | 34 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: MEDICAL & SURGICAL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 58 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 51 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 9 |
Total of all active and inactive participants | 2016-01-01 | 60 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 60 |
Number of participants with account balances | 2016-01-01 | 38 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: MEDICAL & SURGICAL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 37 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 52 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 6 |
Total of all active and inactive participants | 2015-01-01 | 58 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 58 |
Number of participants with account balances | 2015-01-01 | 33 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: MEDICAL & SURGICAL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 58 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 47 |
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 | 11 |
Total of all active and inactive participants | 2014-01-01 | 58 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 58 |
Number of participants with account balances | 2014-01-01 | 40 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: MEDICAL & SURGICAL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 61 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 54 |
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 | 4 |
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 | 39 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: MEDICAL & SURGICAL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 59 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 56 |
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 | 5 |
Total of all active and inactive participants | 2012-01-01 | 61 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 61 |
Number of participants with account balances | 2012-01-01 | 39 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: MEDICAL & SURGICAL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 63 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 54 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 5 |
Total of all active and inactive participants | 2011-01-01 | 59 |
Total participants | 2011-01-01 | 59 |
Number of participants with account balances | 2011-01-01 | 40 |
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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2017 : MEDICAL & SURGICAL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $627,752 |
Expenses. Total of all expenses incurred | 2017-12-31 | $255,140 |
Benefits paid (including direct rollovers) | 2017-12-31 | $227,703 |
Total plan assets at end of year | 2017-12-31 | $3,554,891 |
Total plan assets at beginning of year | 2017-12-31 | $3,182,279 |
Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
Total contributions received or receivable from participants | 2017-12-31 | $192,381 |
Other income received | 2017-12-31 | $351,842 |
Net income (gross income less expenses) | 2017-12-31 | $372,612 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $3,554,891 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,182,279 |
Assets. Value of participant loans | 2017-12-31 | $13,656 |
Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $83,529 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $27,437 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : MEDICAL & SURGICAL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $396,355 |
Expenses. Total of all expenses incurred | 2016-12-31 | $76,766 |
Benefits paid (including direct rollovers) | 2016-12-31 | $57,569 |
Total plan assets at end of year | 2016-12-31 | $3,182,279 |
Total plan assets at beginning of year | 2016-12-31 | $2,862,690 |
Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
Total contributions received or receivable from participants | 2016-12-31 | $186,043 |
Other income received | 2016-12-31 | $142,966 |
Net income (gross income less expenses) | 2016-12-31 | $319,589 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $3,182,279 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,862,690 |
Assets. Value of participant loans | 2016-12-31 | $22,752 |
Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $112,056 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $67,346 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $19,197 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : MEDICAL & SURGICAL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $237,669 |
Expenses. Total of all expenses incurred | 2015-12-31 | $75,695 |
Benefits paid (including direct rollovers) | 2015-12-31 | $60,294 |
Total plan assets at end of year | 2015-12-31 | $2,871,520 |
Total plan assets at beginning of year | 2015-12-31 | $2,709,546 |
Value of fidelity bond covering the plan | 2015-12-31 | $350,000 |
Total contributions received or receivable from participants | 2015-12-31 | $185,428 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $800 |
Other income received | 2015-12-31 | $-30,958 |
Net income (gross income less expenses) | 2015-12-31 | $161,974 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,871,520 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,709,546 |
Assets. Value of participant loans | 2015-12-31 | $26,784 |
Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $112,056 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $83,199 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $15,401 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : MEDICAL & SURGICAL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $569,476 |
Expenses. Total of all expenses incurred | 2014-12-31 | $322,950 |
Benefits paid (including direct rollovers) | 2014-12-31 | $307,527 |
Total plan assets at end of year | 2014-12-31 | $2,709,546 |
Total plan assets at beginning of year | 2014-12-31 | $2,463,020 |
Value of fidelity bond covering the plan | 2014-12-31 | $350,000 |
Total contributions received or receivable from participants | 2014-12-31 | $164,634 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $187,420 |
Other income received | 2014-12-31 | $140,241 |
Net income (gross income less expenses) | 2014-12-31 | $246,526 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,709,546 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,463,020 |
Assets. Value of participant loans | 2014-12-31 | $30,565 |
Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $123,805 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $77,181 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $15,423 |
2013 : MEDICAL & SURGICAL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $807,698 |
Expenses. Total of all expenses incurred | 2013-12-31 | $70,032 |
Benefits paid (including direct rollovers) | 2013-12-31 | $61,375 |
Total plan assets at end of year | 2013-12-31 | $2,463,020 |
Total plan assets at beginning of year | 2013-12-31 | $1,725,354 |
Value of fidelity bond covering the plan | 2013-12-31 | $350,000 |
Total contributions received or receivable from participants | 2013-12-31 | $194,445 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $80,119 |
Other income received | 2013-12-31 | $441,970 |
Net income (gross income less expenses) | 2013-12-31 | $737,666 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,463,020 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,725,354 |
Assets. Value of participant loans | 2013-12-31 | $16,721 |
Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $123,805 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $91,164 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $8,657 |
2012 : MEDICAL & SURGICAL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $361,546 |
Expenses. Total of all expenses incurred | 2012-12-31 | $72,605 |
Benefits paid (including direct rollovers) | 2012-12-31 | $64,823 |
Total plan assets at end of year | 2012-12-31 | $1,725,354 |
Total plan assets at beginning of year | 2012-12-31 | $1,436,413 |
Value of fidelity bond covering the plan | 2012-12-31 | $350,000 |
Total contributions received or receivable from participants | 2012-12-31 | $191,002 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
Other income received | 2012-12-31 | $81,468 |
Noncash contributions received | 2012-12-31 | $0 |
Net income (gross income less expenses) | 2012-12-31 | $288,941 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,725,354 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,436,413 |
Assets. Value of participant loans | 2012-12-31 | $10,749 |
Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $149,088 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $89,076 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of corrective distributions | 2012-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $7,782 |
2011 : MEDICAL & SURGICAL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $132,198 |
Expenses. Total of all expenses incurred | 2011-12-31 | $79,437 |
Benefits paid (including direct rollovers) | 2011-12-31 | $69,996 |
Total plan assets at end of year | 2011-12-31 | $1,436,413 |
Total plan assets at beginning of year | 2011-12-31 | $1,383,652 |
Value of fidelity bond covering the plan | 2011-12-31 | $50,000 |
Total contributions received or receivable from participants | 2011-12-31 | $171,623 |
Other income received | 2011-12-31 | $-117,814 |
Net income (gross income less expenses) | 2011-12-31 | $52,761 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,436,413 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,383,652 |
Assets. Value of participant loans | 2011-12-31 | $5,707 |
Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $193,640 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $78,389 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $9,441 |
2017: MEDICAL & SURGICAL ASSOCIATES, INC. 401(K) PROFIT SHARING 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 – Insurance | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: MEDICAL & SURGICAL ASSOCIATES, INC. 401(K) PROFIT SHARING 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 – Insurance | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: MEDICAL & SURGICAL ASSOCIATES, INC. 401(K) PROFIT SHARING 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 – Insurance | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: MEDICAL & SURGICAL ASSOCIATES, INC. 401(K) PROFIT SHARING 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 | Yes |
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 – Insurance | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: MEDICAL & SURGICAL ASSOCIATES, INC. 401(K) PROFIT SHARING 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 – Insurance | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: MEDICAL & SURGICAL ASSOCIATES, INC. 401(K) PROFIT SHARING 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 – Insurance | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: MEDICAL & SURGICAL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses |
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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 – Insurance | Yes |
2011-01-01 | 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 | 101871 |
Policy instance | 1 |
Insurance contract or identification number | 101871 | Number of Individuals Covered | 30 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $3,592 | Total amount of fees paid to insurance company | USD $725 | 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? | 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 | Commission paid to Insurance Broker | USD $3,185 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 725 | Additional information about fees paid to insurance broker | THIRD PARTY ADMINISTRATION | Insurance broker name | NILES LANKFORD GROUP |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 101871 |
Policy instance | 1 |
Insurance contract or identification number | 101871 | Number of Individuals Covered | 27 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $4,165 | Total amount of fees paid to insurance company | USD $420 | 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 | Commission paid to Insurance Broker | USD $3,689 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 420 | Additional information about fees paid to insurance broker | THIRD PARTY ADMINISTRATION | Insurance broker name | NILES LANKFORD GROUP |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 101871 |
Policy instance | 1 |
Insurance contract or identification number | 101871 | Number of Individuals Covered | 31 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $5,795 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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? | Yes | 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 | Commission paid to Insurance Broker | USD $3,996 | Insurance broker organization code? | 3 | Insurance broker name | NILES LANKFORD GROUP |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 101871 |
Policy instance | 1 |
Insurance contract or identification number | 101871 | Number of Individuals Covered | 35 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $5,166 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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? | Yes | 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 | Commission paid to Insurance Broker | USD $3,933 | Insurance broker organization code? | 3 | Insurance broker name | NILES LANKFORD GROUP |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 101871 |
Policy instance | 1 |
Insurance contract or identification number | 101871 | Number of Individuals Covered | 36 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $3,304 | Total amount of fees paid to insurance company | USD $570 | 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? | Yes | 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 | Commission paid to Insurance Broker | USD $2,134 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 570 | Additional information about fees paid to insurance broker | THIRD PARTY ADMINISTRATION | Insurance broker name | NILES LANKFORD GROUP |
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NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
Policy contract number | 194-80537 |
Policy instance | 1 |
Insurance contract or identification number | 194-80537 | Number of Individuals Covered | 0 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-07-06 | Total amount of commissions paid to insurance broker | USD $83 | Total amount of fees paid to insurance company | USD $19 | 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? | Yes | 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 |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 101871 |
Policy instance | 2 |
Insurance contract or identification number | 101871 | Number of Individuals Covered | 37 | Insurance policy start date | 2011-07-06 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $8,149 | Total amount of fees paid to insurance company | USD $285 | 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? | Yes | 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 |
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