BROADWAY IN CHICAGO, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BROADWAY IN CHICAGO 401K RETIREMENT PLAN
Measure | Date | Value |
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2014: BROADWAY IN CHICAGO 401K RETIREMENT PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 104 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 67 |
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 | 38 |
Total of all active and inactive participants | 2014-01-01 | 105 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 105 |
Number of participants with account balances | 2014-01-01 | 91 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 2 |
2013: BROADWAY IN CHICAGO 401K RETIREMENT PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 118 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 71 |
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 | 29 |
Total of all active and inactive participants | 2013-01-01 | 100 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 100 |
Number of participants with account balances | 2013-01-01 | 83 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 6 |
2012: BROADWAY IN CHICAGO 401K RETIREMENT PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 114 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 69 |
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 | 44 |
Total of all active and inactive participants | 2012-01-01 | 113 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 113 |
Number of participants with account balances | 2012-01-01 | 98 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 5 |
2011: BROADWAY IN CHICAGO 401K RETIREMENT PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 104 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 75 |
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 | 36 |
Total of all active and inactive participants | 2011-01-01 | 111 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 111 |
Number of participants with account balances | 2011-01-01 | 92 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 8 |
2009: BROADWAY IN CHICAGO 401K RETIREMENT PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 90 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 90 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 12 |
Total of all active and inactive participants | 2009-01-01 | 102 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 102 |
Number of participants with account balances | 2009-01-01 | 80 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 3 |
Measure | Date | Value |
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2014 : BROADWAY IN CHICAGO 401K RETIREMENT PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $273,731 |
Expenses. Total of all expenses incurred | 2014-12-31 | $47,160 |
Benefits paid (including direct rollovers) | 2014-12-31 | $45,169 |
Total plan assets at end of year | 2014-12-31 | $2,249,671 |
Total plan assets at beginning of year | 2014-12-31 | $2,023,100 |
Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
Total contributions received or receivable from participants | 2014-12-31 | $117,513 |
Other income received | 2014-12-31 | $96,625 |
Net income (gross income less expenses) | 2014-12-31 | $226,571 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,249,671 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,023,100 |
Assets. Value of participant loans | 2014-12-31 | $144,508 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $59,593 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $1,991 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : BROADWAY IN CHICAGO 401K RETIREMENT PLAN 2013 401k financial data |
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Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $477,796 |
Expenses. Total of all expenses incurred | 2013-12-31 | $30,167 |
Benefits paid (including direct rollovers) | 2013-12-31 | $27,533 |
Total plan assets at end of year | 2013-12-31 | $2,023,100 |
Total plan assets at beginning of year | 2013-12-31 | $1,575,471 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Total contributions received or receivable from participants | 2013-12-31 | $113,119 |
Other income received | 2013-12-31 | $305,769 |
Net income (gross income less expenses) | 2013-12-31 | $447,629 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,023,100 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,575,471 |
Assets. Value of participant loans | 2013-12-31 | $108,432 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $58,908 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $2,634 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : BROADWAY IN CHICAGO 401K RETIREMENT PLAN 2012 401k financial data |
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Total plan liabilities at end of year | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $357,557 |
Expenses. Total of all expenses incurred | 2012-12-31 | $102,481 |
Benefits paid (including direct rollovers) | 2012-12-31 | $100,413 |
Total plan assets at end of year | 2012-12-31 | $1,575,471 |
Total plan assets at beginning of year | 2012-12-31 | $1,320,395 |
Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
Total contributions received or receivable from participants | 2012-12-31 | $114,112 |
Other income received | 2012-12-31 | $185,704 |
Net income (gross income less expenses) | 2012-12-31 | $255,076 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,575,471 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,320,395 |
Assets. Value of participant loans | 2012-12-31 | $86,305 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $57,741 |
Value of corrective distributions | 2012-12-31 | $45 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $2,023 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : BROADWAY IN CHICAGO 401K RETIREMENT PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $121,507 |
Expenses. Total of all expenses incurred | 2011-12-31 | $26,637 |
Benefits paid (including direct rollovers) | 2011-12-31 | $26,637 |
Total plan assets at end of year | 2011-12-31 | $1,320,395 |
Total plan assets at beginning of year | 2011-12-31 | $1,225,525 |
Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
Total contributions received or receivable from participants | 2011-12-31 | $115,338 |
Other income received | 2011-12-31 | $-52,453 |
Net income (gross income less expenses) | 2011-12-31 | $94,870 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,320,395 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,225,525 |
Assets. Value of participant loans | 2011-12-31 | $25,781 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $58,622 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : BROADWAY IN CHICAGO 401K RETIREMENT PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $324,663 |
Expenses. Total of all expenses incurred | 2010-12-31 | $31,499 |
Benefits paid (including direct rollovers) | 2010-12-31 | $31,499 |
Total plan assets at end of year | 2010-12-31 | $1,225,525 |
Total plan assets at beginning of year | 2010-12-31 | $932,361 |
Value of fidelity bond covering the plan | 2010-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2010-12-31 | $116,543 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $361 |
Other income received | 2010-12-31 | $144,801 |
Net income (gross income less expenses) | 2010-12-31 | $293,164 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,225,525 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $932,361 |
Assets. Value of participant loans | 2010-12-31 | $13,690 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $62,958 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : BROADWAY IN CHICAGO 401K RETIREMENT PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2014: BROADWAY IN CHICAGO 401K RETIREMENT 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: BROADWAY IN CHICAGO 401K RETIREMENT 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: BROADWAY IN CHICAGO 401K RETIREMENT 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: BROADWAY IN CHICAGO 401K RETIREMENT 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 - Trust | Yes |
2009: BROADWAY IN CHICAGO 401K RETIREMENT PLAN 2009 form 5500 responses |
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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 | 87886 |
Policy instance | 1 |
Insurance contract or identification number | 87886 | Number of Individuals Covered | 91 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $8,026 | Total amount of fees paid to insurance company | USD $2,317 | 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 $8,026 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 2317 | Additional information about fees paid to insurance broker | THIRD PARTY ADMINISTRATION FEE | Insurance broker name | HUNTER BENEFITS CONSULTING 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 | 87886 |
Policy instance | 1 |
Insurance contract or identification number | 87886 | Number of Individuals Covered | 86 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $6,646 | Total amount of fees paid to insurance company | USD $2,915 | 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 $6,646 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 2915 | Additional information about fees paid to insurance broker | THIRD PARTY ADMINISTRATION FEE | Insurance broker name | HUNTER BENEFITS CONSULTING 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 | 87886 |
Policy instance | 1 |
Insurance contract or identification number | 87886 | Number of Individuals Covered | 100 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $5,540 | Total amount of fees paid to insurance company | USD $2,296 | 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 $5,540 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 2296 | Additional information about fees paid to insurance broker | THIRD PARTY ADMINISTRATION FEE | Insurance broker name | HUNTER BENEFITS CONSULTING 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 | 87886 |
Policy instance | 1 |
Insurance contract or identification number | 87886 | Number of Individuals Covered | 108 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $5,204 | Total amount of fees paid to insurance company | USD $1,392 | 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 |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 87886 |
Policy instance | 1 |
Insurance contract or identification number | 87886 | Number of Individuals Covered | 94 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $4,114 | Total amount of fees paid to insurance company | USD $1,359 | 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 $4,114 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 1359 | Additional information about fees paid to insurance broker | THIRD PARTY ADMINISTRATION FEE | Insurance broker name | HUNTER BENEFITS CONSULTING GROUP |
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