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PRITCHARD INSURANCE AGENCY, INC. 401k Plan overview

Plan NamePRITCHARD INSURANCE AGENCY, INC.
Plan identification number 001

PRITCHARD INSURANCE AGENCY, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

PRITCHARD INSURANCE AGENCY, INC has sponsored the creation of one or more 401k plans.

Company Name:PRITCHARD INSURANCE AGENCY, INC
Employer identification number (EIN):341741150
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Additional information about PRITCHARD INSURANCE AGENCY, INC

Jurisdiction of Incorporation: Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number: 847381

More information about PRITCHARD INSURANCE AGENCY, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PRITCHARD INSURANCE AGENCY, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01RANDALL PRITCHARD
0012016-07-01RALPH PRITCHARD
0012015-07-01RALPH PRITCHARD
0012014-07-01RALPH PRITCHARD
0012013-07-01RALPH PRITCHARD
0012012-07-01RALPH PRITCHARD
0012011-07-01RALPH PRITCHARD

Plan Statistics for PRITCHARD INSURANCE AGENCY, INC.

401k plan membership statisitcs for PRITCHARD INSURANCE AGENCY, INC.

Measure Date Value
2022: PRITCHARD INSURANCE AGENCY, INC. 2022 401k membership
Total participants, beginning-of-year2022-07-015
Total number of active participants reported on line 7a of the Form 55002022-07-014
Number of retired or separated participants receiving benefits2022-07-011
Number of other retired or separated participants entitled to future benefits2022-07-010
Total of all active and inactive participants2022-07-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-010
Total participants2022-07-015
Number of participants with account balances2022-07-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-010
2021: PRITCHARD INSURANCE AGENCY, INC. 2021 401k membership
Total participants, beginning-of-year2021-07-016
Total number of active participants reported on line 7a of the Form 55002021-07-014
Number of retired or separated participants receiving benefits2021-07-011
Number of other retired or separated participants entitled to future benefits2021-07-010
Total of all active and inactive participants2021-07-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-015
Number of participants with account balances2021-07-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: PRITCHARD INSURANCE AGENCY, INC. 2020 401k membership
Total participants, beginning-of-year2020-07-014
Total number of active participants reported on line 7a of the Form 55002020-07-015
Number of retired or separated participants receiving benefits2020-07-011
Number of other retired or separated participants entitled to future benefits2020-07-010
Total of all active and inactive participants2020-07-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-011
Total participants2020-07-017
Number of participants with account balances2020-07-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: PRITCHARD INSURANCE AGENCY, INC. 2019 401k membership
Total participants, beginning-of-year2019-07-014
Total number of active participants reported on line 7a of the Form 55002019-07-014
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-010
Total of all active and inactive participants2019-07-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-014
Number of participants with account balances2019-07-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: PRITCHARD INSURANCE AGENCY, INC. 2018 401k membership
Total participants, beginning-of-year2018-07-014
Total number of active participants reported on line 7a of the Form 55002018-07-014
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-011
Total of all active and inactive participants2018-07-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-015
Number of participants with account balances2018-07-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: PRITCHARD INSURANCE AGENCY, INC. 2017 401k membership
Total participants, beginning-of-year2017-07-015
Total number of active participants reported on line 7a of the Form 55002017-07-014
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-010
Total of all active and inactive participants2017-07-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-011
Total participants2017-07-015
Number of participants with account balances2017-07-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: PRITCHARD INSURANCE AGENCY, INC. 2016 401k membership
Total participants, beginning-of-year2016-07-015
Total number of active participants reported on line 7a of the Form 55002016-07-015
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-010
Total of all active and inactive participants2016-07-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-015
Number of participants with account balances2016-07-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: PRITCHARD INSURANCE AGENCY, INC. 2015 401k membership
Total participants, beginning-of-year2015-07-015
Total number of active participants reported on line 7a of the Form 55002015-07-015
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-010
Total of all active and inactive participants2015-07-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-015
Number of participants with account balances2015-07-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: PRITCHARD INSURANCE AGENCY, INC. 2014 401k membership
Total participants, beginning-of-year2014-07-015
Total number of active participants reported on line 7a of the Form 55002014-07-015
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-010
Total of all active and inactive participants2014-07-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-015
Number of participants with account balances2014-07-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: PRITCHARD INSURANCE AGENCY, INC. 2013 401k membership
Total participants, beginning-of-year2013-07-015
Total number of active participants reported on line 7a of the Form 55002013-07-015
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-010
Total of all active and inactive participants2013-07-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-015
Number of participants with account balances2013-07-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: PRITCHARD INSURANCE AGENCY, INC. 2012 401k membership
Total participants, beginning-of-year2012-07-015
Total number of active participants reported on line 7a of the Form 55002012-07-015
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-010
Total of all active and inactive participants2012-07-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-015
Number of participants with account balances2012-07-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: PRITCHARD INSURANCE AGENCY, INC. 2011 401k membership
Total participants, beginning-of-year2011-07-015
Total number of active participants reported on line 7a of the Form 55002011-07-015
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-010
Total of all active and inactive participants2011-07-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-015
Number of participants with account balances2011-07-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010

Financial Data on PRITCHARD INSURANCE AGENCY, INC.

Measure Date Value
2023 : PRITCHARD INSURANCE AGENCY, INC. 2023 401k financial data
Total income from all sources2023-06-30$5,570
Expenses. Total of all expenses incurred2023-06-30$7,505
Benefits paid (including direct rollovers)2023-06-30$7,440
Total plan assets at end of year2023-06-30$487,409
Total plan assets at beginning of year2023-06-30$489,344
Expenses. Other expenses not covered elsewhere2023-06-30$65
Other income received2023-06-30$-4,204
Net income (gross income less expenses)2023-06-30$-1,935
Net plan assets at end of year (total assets less liabilities)2023-06-30$487,409
Net plan assets at beginning of year (total assets less liabilities)2023-06-30$489,344
Total contributions received or receivable from employer(s)2023-06-30$9,774
2022 : PRITCHARD INSURANCE AGENCY, INC. 2022 401k financial data
Total income from all sources2022-06-30$85,865
Expenses. Total of all expenses incurred2022-06-30$81,785
Benefits paid (including direct rollovers)2022-06-30$80,948
Total plan assets at end of year2022-06-30$489,344
Total plan assets at beginning of year2022-06-30$485,264
Total contributions received or receivable from participants2022-06-30$73,718
Expenses. Other expenses not covered elsewhere2022-06-30$837
Other income received2022-06-30$-7,415
Net income (gross income less expenses)2022-06-30$4,080
Net plan assets at end of year (total assets less liabilities)2022-06-30$489,344
Net plan assets at beginning of year (total assets less liabilities)2022-06-30$485,264
Total contributions received or receivable from employer(s)2022-06-30$19,562
2021 : PRITCHARD INSURANCE AGENCY, INC. 2021 401k financial data
Total income from all sources2021-06-30$43,501
Expenses. Total of all expenses incurred2021-06-30$19,065
Benefits paid (including direct rollovers)2021-06-30$19,000
Total plan assets at end of year2021-06-30$485,264
Total plan assets at beginning of year2021-06-30$460,828
Expenses. Other expenses not covered elsewhere2021-06-30$65
Other income received2021-06-30$21,644
Net income (gross income less expenses)2021-06-30$24,436
Net plan assets at end of year (total assets less liabilities)2021-06-30$485,264
Net plan assets at beginning of year (total assets less liabilities)2021-06-30$460,828
Total contributions received or receivable from employer(s)2021-06-30$21,857
2020 : PRITCHARD INSURANCE AGENCY, INC. 2020 401k financial data
Total income from all sources2020-06-30$20,683
Expenses. Total of all expenses incurred2020-06-30$50
Total plan assets at end of year2020-06-30$392,405
Total plan assets at beginning of year2020-06-30$371,772
Expenses. Other expenses not covered elsewhere2020-06-30$50
Other income received2020-06-30$1,459
Net income (gross income less expenses)2020-06-30$20,633
Net plan assets at end of year (total assets less liabilities)2020-06-30$392,405
Net plan assets at beginning of year (total assets less liabilities)2020-06-30$371,772
Total contributions received or receivable from employer(s)2020-06-30$19,224
2018 : PRITCHARD INSURANCE AGENCY, INC. 2018 401k financial data
Total income from all sources2018-06-30$82,805
Expenses. Total of all expenses incurred2018-06-30$257,949
Benefits paid (including direct rollovers)2018-06-30$257,899
Total plan assets at end of year2018-06-30$507,119
Total plan assets at beginning of year2018-06-30$682,263
Expenses. Other expenses not covered elsewhere2018-06-30$50
Other income received2018-06-30$34,771
Net income (gross income less expenses)2018-06-30$-175,144
Net plan assets at end of year (total assets less liabilities)2018-06-30$507,119
Net plan assets at beginning of year (total assets less liabilities)2018-06-30$682,263
Total contributions received or receivable from employer(s)2018-06-30$48,034
2017 : PRITCHARD INSURANCE AGENCY, INC. 2017 401k financial data
Total income from all sources2017-06-30$71,028
Expenses. Total of all expenses incurred2017-06-30$18,623
Benefits paid (including direct rollovers)2017-06-30$18,553
Total plan assets at end of year2017-06-30$682,263
Total plan assets at beginning of year2017-06-30$629,858
Expenses. Other expenses not covered elsewhere2017-06-30$70
Other income received2017-06-30$21,849
Net income (gross income less expenses)2017-06-30$52,405
Net plan assets at end of year (total assets less liabilities)2017-06-30$682,263
Net plan assets at beginning of year (total assets less liabilities)2017-06-30$629,858
Total contributions received or receivable from employer(s)2017-06-30$49,179
2016 : PRITCHARD INSURANCE AGENCY, INC. 2016 401k financial data
Total income from all sources2016-06-30$50,330
Expenses. Total of all expenses incurred2016-06-30$9,516
Benefits paid (including direct rollovers)2016-06-30$9,466
Total plan assets at end of year2016-06-30$629,858
Total plan assets at beginning of year2016-06-30$589,044
Expenses. Other expenses not covered elsewhere2016-06-30$50
Other income received2016-06-30$2,462
Net income (gross income less expenses)2016-06-30$40,814
Net plan assets at end of year (total assets less liabilities)2016-06-30$629,858
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$589,044
Total contributions received or receivable from employer(s)2016-06-30$47,868
2015 : PRITCHARD INSURANCE AGENCY, INC. 2015 401k financial data
Total income from all sources2015-06-30$36,341
Expenses. Total of all expenses incurred2015-06-30$11,990
Benefits paid (including direct rollovers)2015-06-30$11,900
Total plan assets at end of year2015-06-30$589,044
Total plan assets at beginning of year2015-06-30$564,693
Expenses. Other expenses not covered elsewhere2015-06-30$90
Other income received2015-06-30$19,960
Net income (gross income less expenses)2015-06-30$24,351
Net plan assets at end of year (total assets less liabilities)2015-06-30$589,044
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$564,693
Total contributions received or receivable from employer(s)2015-06-30$16,381
2014 : PRITCHARD INSURANCE AGENCY, INC. 2014 401k financial data
Total income from all sources2014-06-30$28,280
Expenses. Total of all expenses incurred2014-06-30$30,070
Benefits paid (including direct rollovers)2014-06-30$30,000
Total plan assets at end of year2014-06-30$564,693
Total plan assets at beginning of year2014-06-30$566,483
Expenses. Other expenses not covered elsewhere2014-06-30$70
Other income received2014-06-30$5,236
Net income (gross income less expenses)2014-06-30$-1,790
Net plan assets at end of year (total assets less liabilities)2014-06-30$564,693
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$566,483
Total contributions received or receivable from employer(s)2014-06-30$23,044
2013 : PRITCHARD INSURANCE AGENCY, INC. 2013 401k financial data
Total income from all sources2013-06-30$36,972
Expenses. Total of all expenses incurred2013-06-30$12,550
Benefits paid (including direct rollovers)2013-06-30$12,500
Total plan assets at end of year2013-06-30$566,483
Total plan assets at beginning of year2013-06-30$542,061
Expenses. Other expenses not covered elsewhere2013-06-30$50
Other income received2013-06-30$14,555
Net income (gross income less expenses)2013-06-30$24,422
Net plan assets at end of year (total assets less liabilities)2013-06-30$566,483
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$542,061
Total contributions received or receivable from employer(s)2013-06-30$22,417
2012 : PRITCHARD INSURANCE AGENCY, INC. 2012 401k financial data
Total income from all sources2012-06-30$37,149
Expenses. Total of all expenses incurred2012-06-30$5,470
Benefits paid (including direct rollovers)2012-06-30$5,400
Total plan assets at end of year2012-06-30$542,061
Total plan assets at beginning of year2012-06-30$510,382
Expenses. Other expenses not covered elsewhere2012-06-30$70
Other income received2012-06-30$15,292
Net income (gross income less expenses)2012-06-30$31,679
Net plan assets at end of year (total assets less liabilities)2012-06-30$542,061
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$510,382
Total contributions received or receivable from employer(s)2012-06-30$21,857
2011 : PRITCHARD INSURANCE AGENCY, INC. 2011 401k financial data
Total income from all sources2011-06-30$38,283
Expenses. Total of all expenses incurred2011-06-30$49,832
Benefits paid (including direct rollovers)2011-06-30$49,722
Total plan assets at end of year2011-06-30$510,382
Total plan assets at beginning of year2011-06-30$521,931
Expenses. Other expenses not covered elsewhere2011-06-30$110
Other income received2011-06-30$15,509
Net income (gross income less expenses)2011-06-30$-11,549
Net plan assets at end of year (total assets less liabilities)2011-06-30$510,382
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$521,931
Total contributions received or receivable from employer(s)2011-06-30$22,774

Form 5500 Responses for PRITCHARD INSURANCE AGENCY, INC.

2022: PRITCHARD INSURANCE AGENCY, INC. 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan benefit arrangement – InsuranceYes
2021: PRITCHARD INSURANCE AGENCY, INC. 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan benefit arrangement – InsuranceYes
2020: PRITCHARD INSURANCE AGENCY, INC. 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan benefit arrangement – InsuranceYes
2019: PRITCHARD INSURANCE AGENCY, INC. 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan benefit arrangement – InsuranceYes
2018: PRITCHARD INSURANCE AGENCY, INC. 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan benefit arrangement – InsuranceYes
2017: PRITCHARD INSURANCE AGENCY, INC. 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan benefit arrangement – InsuranceYes
2016: PRITCHARD INSURANCE AGENCY, INC. 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: PRITCHARD INSURANCE AGENCY, INC. 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: PRITCHARD INSURANCE AGENCY, INC. 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: PRITCHARD INSURANCE AGENCY, INC. 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: PRITCHARD INSURANCE AGENCY, INC. 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: PRITCHARD INSURANCE AGENCY, INC. 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65099 )
Policy contract number000940075
Policy instance 1
Insurance contract or identification number000940075
Number of Individuals Covered4
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance broker3
JOHN HANCOCK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65099 )
Policy contract number000940075
Policy instance 1
Insurance contract or identification number000940075
Number of Individuals Covered4
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance broker3
JOHN HANCOCK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65099 )
Policy contract number000940075
Policy instance 1
Insurance contract or identification number000940075
Number of Individuals Covered4
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance broker3
JOHN HANCOCK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65099 )
Policy contract number000940075
Policy instance 1
Insurance contract or identification number000940075
Number of Individuals Covered4
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance broker3
JOHN HANCOCK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65099 )
Policy contract number000940075
Policy instance 1
Insurance contract or identification number000940075
Number of Individuals Covered4
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance broker3
JOHN HANCOCK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65099 )
Policy contract number000940075
Policy instance 1
Insurance contract or identification number000940075
Number of Individuals Covered4
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65099 )
Policy contract number000940075
Policy instance 1
Insurance contract or identification number000940075
Number of Individuals Covered5
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance broker3
Insurance broker nameJOHN HANCOCK MUTUAL
JOHN HANCOCK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65099 )
Policy contract number000940075
Policy instance 1
Insurance contract or identification number000940075
Number of Individuals Covered5
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance broker3
Insurance broker nameJOHN HANCOCK MUTUAL
JOHN HANCOCK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65099 )
Policy contract number000940075
Policy instance 1
Insurance contract or identification number000940075
Number of Individuals Covered5
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance broker3
Insurance broker nameJOHN HANCOCK MUTUAL
JOHN HANCOCK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65099 )
Policy contract number000940075
Policy instance 1
Insurance contract or identification number000940075
Number of Individuals Covered5
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance broker3
Insurance broker nameJOHN HANCOCK MUTUAL
JOHN HANCOCK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65099 )
Policy contract number000940075
Policy instance 1
Insurance contract or identification number000940075
Number of Individuals Covered5
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65099 )
Policy contract number000940075
Policy instance 1
Insurance contract or identification number000940075
Number of Individuals Covered5
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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