REILLY FAMILY DENTAL LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan REILLY FAMILY DENTAL LLC 401(K) PLAN
| Measure | Date | Value |
|---|
| 2019: REILLY FAMILY DENTAL LLC 401(K) PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 1 |
| Total of all active and inactive participants | 2019-01-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 8 |
| Number of participants with account balances | 2019-01-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: REILLY FAMILY DENTAL LLC 401(K) PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 2 |
| Total of all active and inactive participants | 2018-01-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 9 |
| Number of participants with account balances | 2018-01-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: REILLY FAMILY DENTAL LLC 401(K) PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 9 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
| Total of all active and inactive participants | 2017-01-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 9 |
| Number of participants with account balances | 2017-01-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: REILLY FAMILY DENTAL LLC 401(K) PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 9 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
| Total of all active and inactive participants | 2016-01-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 9 |
| Number of participants with account balances | 2016-01-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: REILLY FAMILY DENTAL LLC 401(K) PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 9 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
| Total of all active and inactive participants | 2015-01-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 9 |
| Number of participants with account balances | 2015-01-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: REILLY FAMILY DENTAL LLC 401(K) 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 | 9 |
| 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 | 0 |
| Total of all active and inactive participants | 2014-01-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 9 |
| Number of participants with account balances | 2014-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: REILLY FAMILY DENTAL LLC 401(K) 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 |
| 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 | 0 |
| Total of all active and inactive participants | 2013-01-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| 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: REILLY FAMILY DENTAL LLC 401(K) PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 9 |
| 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 | 1 |
| 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 | 10 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: REILLY FAMILY DENTAL LLC 401(K) PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 10 |
| 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 | 10 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 10 |
| Number of participants with account balances | 2011-01-01 | 10 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2019 : REILLY FAMILY DENTAL LLC 401(K) PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $303,473 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $36,323 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $35,896 |
| Total plan assets at end of year | 2019-12-31 | $1,271,745 |
| Total plan assets at beginning of year | 2019-12-31 | $1,004,595 |
| Value of fidelity bond covering the plan | 2019-12-31 | $100,460 |
| Total contributions received or receivable from participants | 2019-12-31 | $50,111 |
| Other income received | 2019-12-31 | $236,073 |
| Net income (gross income less expenses) | 2019-12-31 | $267,150 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,271,745 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,004,595 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $17,289 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $427 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : REILLY FAMILY DENTAL LLC 401(K) PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $433 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $335 |
| Total plan assets at end of year | 2018-12-31 | $1,004,595 |
| Total plan assets at beginning of year | 2018-12-31 | $1,004,497 |
| Value of fidelity bond covering the plan | 2018-12-31 | $100,500 |
| Total contributions received or receivable from participants | 2018-12-31 | $52,097 |
| Other income received | 2018-12-31 | $-70,158 |
| Net income (gross income less expenses) | 2018-12-31 | $98 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,004,595 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,004,497 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $18,494 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $335 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : REILLY FAMILY DENTAL LLC 401(K) PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $216,261 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $3,545 |
| Total plan assets at end of year | 2017-12-31 | $1,004,497 |
| Total plan assets at beginning of year | 2017-12-31 | $791,781 |
| Value of fidelity bond covering the plan | 2017-12-31 | $100,500 |
| Total contributions received or receivable from participants | 2017-12-31 | $57,704 |
| Other income received | 2017-12-31 | $139,282 |
| Net income (gross income less expenses) | 2017-12-31 | $212,716 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,004,497 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $791,781 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $19,275 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $3,545 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : REILLY FAMILY DENTAL LLC 401(K) PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $135,678 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $2,987 |
| Total plan assets at end of year | 2016-12-31 | $791,781 |
| Total plan assets at beginning of year | 2016-12-31 | $659,090 |
| Value of fidelity bond covering the plan | 2016-12-31 | $80,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $57,144 |
| Other income received | 2016-12-31 | $56,526 |
| Net income (gross income less expenses) | 2016-12-31 | $132,691 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $791,781 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $659,090 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $22,008 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $2,987 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : REILLY FAMILY DENTAL LLC 401(K) PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $64,211 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $2,727 |
| Total plan assets at end of year | 2015-12-31 | $659,090 |
| Total plan assets at beginning of year | 2015-12-31 | $597,606 |
| Value of fidelity bond covering the plan | 2015-12-31 | $60,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $57,575 |
| Other income received | 2015-12-31 | $-15,808 |
| Net income (gross income less expenses) | 2015-12-31 | $61,484 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $659,090 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $597,606 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $22,444 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $2,727 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : REILLY FAMILY DENTAL LLC 401(K) PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $105,087 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $3,372 |
| Total plan assets at end of year | 2014-12-31 | $597,606 |
| Total plan assets at beginning of year | 2014-12-31 | $495,891 |
| Value of fidelity bond covering the plan | 2014-12-31 | $58,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $56,778 |
| Other income received | 2014-12-31 | $27,175 |
| Net income (gross income less expenses) | 2014-12-31 | $101,715 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $597,606 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $495,891 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $21,134 |
| Value of corrective distributions | 2014-12-31 | $789 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $2,583 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : REILLY FAMILY DENTAL LLC 401(K) PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $146,620 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $67,117 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $65,069 |
| Total plan assets at end of year | 2013-12-31 | $495,891 |
| Total plan assets at beginning of year | 2013-12-31 | $416,388 |
| Value of fidelity bond covering the plan | 2013-12-31 | $25,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $56,274 |
| Other income received | 2013-12-31 | $64,380 |
| Net income (gross income less expenses) | 2013-12-31 | $79,503 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $495,891 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $416,388 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $25,966 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $2,048 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : REILLY FAMILY DENTAL LLC 401(K) PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $116,919 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $1,683 |
| Total plan assets at end of year | 2012-12-31 | $416,388 |
| Total plan assets at beginning of year | 2012-12-31 | $301,152 |
| Value of fidelity bond covering the plan | 2012-12-31 | $25,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $52,878 |
| Other income received | 2012-12-31 | $35,753 |
| Net income (gross income less expenses) | 2012-12-31 | $115,236 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $416,388 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $301,152 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $28,288 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $1,683 |
| 2011 : REILLY FAMILY DENTAL LLC 401(K) PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $109,125 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $4,460 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $3,850 |
| Total plan assets at end of year | 2011-12-31 | $301,152 |
| Total plan assets at beginning of year | 2011-12-31 | $196,487 |
| Value of fidelity bond covering the plan | 2011-12-31 | $25,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $51,181 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $10,040 |
| Other income received | 2011-12-31 | $21,238 |
| Net income (gross income less expenses) | 2011-12-31 | $104,665 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $301,152 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $196,487 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $26,666 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $610 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2019: REILLY FAMILY DENTAL LLC 401(K) PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: REILLY FAMILY DENTAL LLC 401(K) PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: REILLY FAMILY DENTAL LLC 401(K) PLAN 2017 form 5500 responses |
|---|
| 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: REILLY FAMILY DENTAL LLC 401(K) PLAN 2016 form 5500 responses |
|---|
| 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: REILLY FAMILY DENTAL LLC 401(K) PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: REILLY FAMILY DENTAL LLC 401(K) PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: REILLY FAMILY DENTAL LLC 401(K) PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: REILLY FAMILY DENTAL LLC 401(K) PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: REILLY FAMILY DENTAL LLC 401(K) PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – 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 | 101916 |
| Policy instance | 1 |
| Insurance contract or identification number | 101916 | | Number of Individuals Covered | 7 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $3,910 | | Total amount of fees paid to insurance company | USD $619 | | 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 $3,910 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | COMMISSIONS | | Insurance broker organization code? | 7 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 101916 |
| Policy instance | 1 |
| Insurance contract or identification number | 101916 | | Number of Individuals Covered | 9 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $3,657 | | Total amount of fees paid to insurance company | USD $523 | | 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 $3,657 | | Insurance broker organization code? | 7 | | Amount paid for insurance broker fees | 523 | | Additional information about fees paid to insurance broker | TPA COMPENSATION |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 101916 |
| Policy instance | 1 |
| Insurance contract or identification number | 101916 | | Number of Individuals Covered | 9 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $3,141 | | Total amount of fees paid to insurance company | USD $435 | | 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 $3,141 | | Insurance broker organization code? | 7 | | Amount paid for insurance broker fees | 435 | | Additional information about fees paid to insurance broker | TPA COMPENSATION | | Insurance broker name | PPG RETIREMENT PLAN SERVICES |
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| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 101916 |
| Policy instance | 1 |
| Insurance contract or identification number | 101916 | | Number of Individuals Covered | 9 | | Insurance policy start date | 2016-01-01 | | Insurance policy end date | 2016-12-31 | | Total amount of commissions paid to insurance broker | USD $2,784 | | Total amount of fees paid to insurance company | USD $347 | | 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 $2,784 | | Insurance broker organization code? | 7 | | Amount paid for insurance broker fees | 347 | | Additional information about fees paid to insurance broker | TPA COMPENSATION | | Insurance broker name | PPG RETIREMENT PLAN SERVICES |
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| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 101916 |
| Policy instance | 1 |
| Insurance contract or identification number | 101916 | | Number of Individuals Covered | 9 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $2,471 | | Total amount of fees paid to insurance company | USD $310 | | 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 $2,471 | | Insurance broker organization code? | 7 | | Amount paid for insurance broker fees | 310 | | Additional information about fees paid to insurance broker | TPA COMPENSATION | | Insurance broker name | PPG RETIREMENT PLAN SERVICES |
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| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 101916 |
| Policy instance | 1 |
| Insurance contract or identification number | 101916 | | Number of Individuals Covered | 9 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $2,105 | | Total amount of fees paid to insurance company | USD $396 | | 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 $2,105 | | Insurance broker organization code? | 7 | | Amount paid for insurance broker fees | 396 | | Additional information about fees paid to insurance broker | TPA COMPENSATION | | Insurance broker name | PPG RETIREMENT PLAN SERVICES |
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| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 101916 |
| Policy instance | 1 |
| Insurance contract or identification number | 101916 | | 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 $1,603 | | Total amount of fees paid to insurance company | USD $261 | | 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 $1,603 | | Insurance broker organization code? | 7 | | Amount paid for insurance broker fees | 261 | | Additional information about fees paid to insurance broker | TPA COMPENSATION | | Insurance broker name | PPG RETIREMENT PLAN SERVICES |
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| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 101916 |
| Policy instance | 1 |
| Insurance contract or identification number | 101916 | | Number of Individuals Covered | 10 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $937 | | Total amount of fees paid to insurance company | USD $1,261 | | 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 $937 | | Insurance broker organization code? | 7 | | Amount paid for insurance broker fees | 1261 | | Additional information about fees paid to insurance broker | TPA COMPENSATION | | Insurance broker name | PPG RETIREMENT PLAN SERVICES |
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| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 709854 |
| Policy instance | 2 |
| Insurance contract or identification number | 709854 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-07-21 | | Total amount of commissions paid to insurance broker | USD $416 | | Total amount of fees paid to insurance company | USD $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? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | 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 | 101916 |
| Policy instance | 1 |
| Insurance contract or identification number | 101916 | | Number of Individuals Covered | 10 | | Insurance policy start date | 2011-07-20 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $2,856 | | Total amount of fees paid to insurance company | USD $520 | | 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 |
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