AW CARBIDE FABRICATORS INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan AW CARBIDE 401K EMPLOYEE RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2016: AW CARBIDE 401K EMPLOYEE RETIREMENT PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 6 |
| Total of all active and inactive participants | 2016-01-01 | 6 |
| Total participants | 2016-01-01 | 6 |
| Number of participants with account balances | 2016-01-01 | 6 |
| 2015: AW CARBIDE 401K EMPLOYEE RETIREMENT PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 6 |
| Total of all active and inactive participants | 2015-01-01 | 6 |
| Total participants | 2015-01-01 | 6 |
| Number of participants with account balances | 2015-01-01 | 6 |
| 2014: AW CARBIDE 401K EMPLOYEE RETIREMENT PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 7 |
| Total of all active and inactive participants | 2014-01-01 | 7 |
| Total participants | 2014-01-01 | 7 |
| Number of participants with account balances | 2014-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: AW CARBIDE 401K EMPLOYEE RETIREMENT PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 9 |
| Total of all active and inactive participants | 2013-01-01 | 9 |
| Total participants | 2013-01-01 | 9 |
| Number of participants with account balances | 2013-01-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: AW CARBIDE 401K EMPLOYEE RETIREMENT PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 10 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
| Total of all active and inactive participants | 2012-01-01 | 10 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 10 |
| Number of participants with account balances | 2012-01-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: AW CARBIDE 401K EMPLOYEE RETIREMENT PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 11 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
| Total of all active and inactive participants | 2011-01-01 | 11 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 11 |
| Number of participants with account balances | 2011-01-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: AW CARBIDE 401K EMPLOYEE RETIREMENT PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 10 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| 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 | 10 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 10 |
| Number of participants with account balances | 2010-01-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
| 2009: AW CARBIDE 401K EMPLOYEE RETIREMENT PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 11 |
| 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 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 11 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 11 |
| Number of participants with account balances | 2009-01-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2016 : AW CARBIDE 401K EMPLOYEE RETIREMENT PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $17,619 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
| Total plan assets at end of year | 2016-12-31 | $155,359 |
| Total plan assets at beginning of year | 2016-12-31 | $137,740 |
| Value of fidelity bond covering the plan | 2016-12-31 | $30,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $11,293 |
| Other income received | 2016-12-31 | $6,326 |
| Net income (gross income less expenses) | 2016-12-31 | $17,619 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $155,359 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $137,740 |
| Assets. Value of participant loans | 2016-12-31 | $1,910 |
| 2015 : AW CARBIDE 401K EMPLOYEE RETIREMENT PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $157 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $147 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $147 |
| Total plan assets at end of year | 2015-12-31 | $137,740 |
| Total plan assets at beginning of year | 2015-12-31 | $137,730 |
| Value of fidelity bond covering the plan | 2015-12-31 | $30,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $6,200 |
| Other income received | 2015-12-31 | $-6,043 |
| Net income (gross income less expenses) | 2015-12-31 | $10 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $137,740 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $137,730 |
| Assets. Value of participant loans | 2015-12-31 | $2,938 |
| 2014 : AW CARBIDE 401K EMPLOYEE RETIREMENT PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $20,553 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $26,949 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $26,949 |
| Total plan assets at end of year | 2014-12-31 | $137,730 |
| Total plan assets at beginning of year | 2014-12-31 | $144,126 |
| Value of fidelity bond covering the plan | 2014-12-31 | $30,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $7,952 |
| Other income received | 2014-12-31 | $12,601 |
| Net income (gross income less expenses) | 2014-12-31 | $-6,396 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $137,730 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $144,126 |
| Assets. Value of participant loans | 2014-12-31 | $3,915 |
| 2013 : AW CARBIDE 401K EMPLOYEE RETIREMENT PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $37,636 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $23,323 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $23,323 |
| Total plan assets at end of year | 2013-12-31 | $144,126 |
| Total plan assets at beginning of year | 2013-12-31 | $129,813 |
| Value of fidelity bond covering the plan | 2013-12-31 | $30,000 |
| Other income received | 2013-12-31 | $26,767 |
| Net income (gross income less expenses) | 2013-12-31 | $14,313 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $144,126 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $129,813 |
| Assets. Value of participant loans | 2013-12-31 | $4,843 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $10,869 |
| 2012 : AW CARBIDE 401K EMPLOYEE RETIREMENT PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $31,605 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $94,052 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $94,052 |
| Total plan assets at end of year | 2012-12-31 | $129,813 |
| Total plan assets at beginning of year | 2012-12-31 | $192,260 |
| Value of fidelity bond covering the plan | 2012-12-31 | $30,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $15,978 |
| Other income received | 2012-12-31 | $15,627 |
| Net income (gross income less expenses) | 2012-12-31 | $-62,447 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $129,813 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $192,260 |
| 2011 : AW CARBIDE 401K EMPLOYEE RETIREMENT PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $2,450 |
| Total plan assets at end of year | 2011-12-31 | $192,260 |
| Total plan assets at beginning of year | 2011-12-31 | $189,810 |
| Value of fidelity bond covering the plan | 2011-12-31 | $30,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $15,155 |
| Other income received | 2011-12-31 | $-12,705 |
| Net income (gross income less expenses) | 2011-12-31 | $2,450 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $192,260 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $189,810 |
| Assets. Value of participant loans | 2011-12-31 | $413 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $0 |
| 2010 : AW CARBIDE 401K EMPLOYEE RETIREMENT PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $28,021 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $3,643 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $3,643 |
| Total plan assets at end of year | 2010-12-31 | $189,810 |
| Total plan assets at beginning of year | 2010-12-31 | $165,432 |
| Value of fidelity bond covering the plan | 2010-12-31 | $30,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $13,816 |
| Other income received | 2010-12-31 | $14,205 |
| Net income (gross income less expenses) | 2010-12-31 | $24,378 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $189,810 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $165,432 |
| Assets. Value of participant loans | 2010-12-31 | $855 |
| 2016: AW CARBIDE 401K EMPLOYEE RETIREMENT PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | Yes |
| 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: AW CARBIDE 401K EMPLOYEE RETIREMENT 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 – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: AW CARBIDE 401K EMPLOYEE RETIREMENT 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 – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: AW CARBIDE 401K EMPLOYEE RETIREMENT 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 – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: AW CARBIDE 401K EMPLOYEE RETIREMENT 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 – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: AW CARBIDE 401K EMPLOYEE RETIREMENT 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 – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: AW CARBIDE 401K EMPLOYEE RETIREMENT 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 – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: AW CARBIDE 401K EMPLOYEE RETIREMENT 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 – Insurance | 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 | 12738 |
| Policy instance | 1 |
| Insurance contract or identification number | 12738 | | Number of Individuals Covered | 6 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $1,402 | | Total amount of fees paid to insurance company | USD $108 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | Yes | | 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 $1,402 | | Amount paid for insurance broker fees | 108 | | Additional information about fees paid to insurance broker | FEES | | Insurance broker organization code? | 3 | | Insurance broker name | MORGAN STANLEY INSURANCE SERVICES |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 12738 |
| Policy instance | 1 |
| Insurance contract or identification number | 12738 | | Number of Individuals Covered | 7 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $1,413 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | Yes | | 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 $1,413 | | Amount paid for insurance broker fees | 108 | | Insurance broker organization code? | 3 | | Insurance broker name | MORGAN STANLEY INSURANCE SERVICES |
|
| JOHN HANCOCK USA (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 12738 |
| Policy instance | 1 |
| Insurance contract or identification number | 12738 | | Number of Individuals Covered | 9 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $1,456 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | Yes | | 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 $146 | | Insurance broker organization code? | 3 | | Insurance broker name | MORGAN STANLEY INSURANCE SERVICES |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 12738 |
| Policy instance | 1 |
| Insurance contract or identification number | 12738 | | Number of Individuals Covered | 9 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $1,731 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,731 | | Insurance broker organization code? | 3 | | Insurance broker name | JOHN SWEGLES |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 12738 |
| Policy instance | 1 |
| Insurance contract or identification number | 12738 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $2,053 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 65838 |
| Policy instance | 1 |
| Insurance contract or identification number | 65838 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $1,769 | | 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? | Yes | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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