ATLAS-MIKES BAIT INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ATLAS-MIKE'S BAIT, INC. PROFIT SHARING PLAN
401k plan membership statisitcs for ATLAS-MIKE'S BAIT, INC. PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2017: ATLAS-MIKE'S BAIT, INC. PROFIT SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 11 |
| 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 | 11 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 11 |
| Number of participants with account balances | 2017-01-01 | 11 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: ATLAS-MIKE'S BAIT, INC. PROFIT SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 12 |
| 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 | 1 |
| Total of all active and inactive participants | 2016-01-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 13 |
| Number of participants with account balances | 2016-01-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: ATLAS-MIKE'S BAIT, INC. PROFIT SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-11-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-11-01 | 13 |
| Number of retired or separated participants receiving benefits | 2015-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-11-01 | 0 |
| Total of all active and inactive participants | 2015-11-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-11-01 | 0 |
| Total participants | 2015-11-01 | 13 |
| Number of participants with account balances | 2015-11-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-11-01 | 0 |
| 2014: ATLAS-MIKE'S BAIT, INC. PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-11-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-11-01 | 13 |
| Number of retired or separated participants receiving benefits | 2014-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-11-01 | 0 |
| Total of all active and inactive participants | 2014-11-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-11-01 | 0 |
| Total participants | 2014-11-01 | 13 |
| Number of participants with account balances | 2014-11-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-11-01 | 0 |
| 2013: ATLAS-MIKE'S BAIT, INC. PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-11-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-11-01 | 13 |
| Number of retired or separated participants receiving benefits | 2013-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-11-01 | 0 |
| Total of all active and inactive participants | 2013-11-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-11-01 | 0 |
| Total participants | 2013-11-01 | 13 |
| Number of participants with account balances | 2013-11-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-11-01 | 0 |
| 2012: ATLAS-MIKE'S BAIT, INC. PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-11-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-11-01 | 12 |
| Number of retired or separated participants receiving benefits | 2012-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-11-01 | 0 |
| Total of all active and inactive participants | 2012-11-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-11-01 | 0 |
| Total participants | 2012-11-01 | 12 |
| Number of participants with account balances | 2012-11-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-11-01 | 0 |
| 2011: ATLAS-MIKE'S BAIT, INC. PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-11-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-11-01 | 13 |
| Number of retired or separated participants receiving benefits | 2011-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-11-01 | 0 |
| Total of all active and inactive participants | 2011-11-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-11-01 | 0 |
| Total participants | 2011-11-01 | 13 |
| Number of participants with account balances | 2011-11-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-11-01 | 0 |
| Measure | Date | Value |
|---|
| 2017 : ATLAS-MIKE'S BAIT, INC. PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $506,857 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $217,512 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $217,172 |
| Total plan assets at end of year | 2017-12-31 | $3,261,705 |
| Total plan assets at beginning of year | 2017-12-31 | $2,972,360 |
| Value of fidelity bond covering the plan | 2017-12-31 | $350,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $55,468 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $401,389 |
| Net income (gross income less expenses) | 2017-12-31 | $289,345 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $3,261,705 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,972,360 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $50,000 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $340 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : ATLAS-MIKE'S BAIT, INC. PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $319,952 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $0 |
| Total plan assets at end of year | 2016-12-31 | $2,972,360 |
| Total plan assets at beginning of year | 2016-12-31 | $2,652,408 |
| Value of fidelity bond covering the plan | 2016-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $54,147 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $185,805 |
| Noncash contributions received | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $319,952 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,972,360 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,652,408 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $80,000 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of corrective distributions | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : ATLAS-MIKE'S BAIT, INC. PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $-38,569 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $0 |
| Total plan assets at end of year | 2015-12-31 | $2,652,408 |
| Total plan assets at beginning of year | 2015-12-31 | $2,690,977 |
| Value of fidelity bond covering the plan | 2015-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $774 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $-41,447 |
| Noncash contributions received | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $-38,569 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,652,408 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,690,977 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $2,104 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of corrective distributions | 2015-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| Total income from all sources | 2015-10-31 | $137,425 |
| Expenses. Total of all expenses incurred | 2015-10-31 | $0 |
| Benefits paid (including direct rollovers) | 2015-10-31 | $0 |
| Total plan assets at end of year | 2015-10-31 | $2,690,977 |
| Total plan assets at beginning of year | 2015-10-31 | $2,553,552 |
| Value of fidelity bond covering the plan | 2015-10-31 | $250,000 |
| Total contributions received or receivable from participants | 2015-10-31 | $47,075 |
| Expenses. Other expenses not covered elsewhere | 2015-10-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-10-31 | $14,615 |
| Other income received | 2015-10-31 | $5,735 |
| Noncash contributions received | 2015-10-31 | $0 |
| Net income (gross income less expenses) | 2015-10-31 | $137,425 |
| Net plan assets at end of year (total assets less liabilities) | 2015-10-31 | $2,690,977 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-10-31 | $2,553,552 |
| Total contributions received or receivable from employer(s) | 2015-10-31 | $70,000 |
| Value of certain deemed distributions of participant loans | 2015-10-31 | $0 |
| Value of corrective distributions | 2015-10-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-10-31 | $0 |
| 2014 : ATLAS-MIKE'S BAIT, INC. PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-10-31 | $332,463 |
| Expenses. Total of all expenses incurred | 2014-10-31 | $0 |
| Benefits paid (including direct rollovers) | 2014-10-31 | $0 |
| Total plan assets at end of year | 2014-10-31 | $2,553,552 |
| Total plan assets at beginning of year | 2014-10-31 | $2,221,089 |
| Value of fidelity bond covering the plan | 2014-10-31 | $200,000 |
| Total contributions received or receivable from participants | 2014-10-31 | $44,216 |
| Expenses. Other expenses not covered elsewhere | 2014-10-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-10-31 | $0 |
| Other income received | 2014-10-31 | $203,247 |
| Noncash contributions received | 2014-10-31 | $0 |
| Net income (gross income less expenses) | 2014-10-31 | $332,463 |
| Net plan assets at end of year (total assets less liabilities) | 2014-10-31 | $2,553,552 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-10-31 | $2,221,089 |
| Total contributions received or receivable from employer(s) | 2014-10-31 | $85,000 |
| Value of certain deemed distributions of participant loans | 2014-10-31 | $0 |
| Value of corrective distributions | 2014-10-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-10-31 | $0 |
| 2013 : ATLAS-MIKE'S BAIT, INC. PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-10-31 | $378,190 |
| Expenses. Total of all expenses incurred | 2013-10-31 | $51,403 |
| Benefits paid (including direct rollovers) | 2013-10-31 | $51,403 |
| Total plan assets at end of year | 2013-10-31 | $2,221,089 |
| Total plan assets at beginning of year | 2013-10-31 | $1,894,302 |
| Value of fidelity bond covering the plan | 2013-10-31 | $150,000 |
| Total contributions received or receivable from participants | 2013-10-31 | $42,083 |
| Expenses. Other expenses not covered elsewhere | 2013-10-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-10-31 | $0 |
| Other income received | 2013-10-31 | $251,107 |
| Noncash contributions received | 2013-10-31 | $0 |
| Net income (gross income less expenses) | 2013-10-31 | $326,787 |
| Net plan assets at end of year (total assets less liabilities) | 2013-10-31 | $2,221,089 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-10-31 | $1,894,302 |
| Total contributions received or receivable from employer(s) | 2013-10-31 | $85,000 |
| Value of certain deemed distributions of participant loans | 2013-10-31 | $0 |
| Value of corrective distributions | 2013-10-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-10-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-10-31 | $0 |
| 2012 : ATLAS-MIKE'S BAIT, INC. PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-10-31 | $338,550 |
| Expenses. Total of all expenses incurred | 2012-10-31 | $16,956 |
| Benefits paid (including direct rollovers) | 2012-10-31 | $16,954 |
| Total plan assets at end of year | 2012-10-31 | $1,894,302 |
| Total plan assets at beginning of year | 2012-10-31 | $1,572,708 |
| Value of fidelity bond covering the plan | 2012-10-31 | $150,000 |
| Total contributions received or receivable from participants | 2012-10-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2012-10-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-10-31 | $0 |
| Other income received | 2012-10-31 | $178,308 |
| Noncash contributions received | 2012-10-31 | $0 |
| Net income (gross income less expenses) | 2012-10-31 | $321,594 |
| Net plan assets at end of year (total assets less liabilities) | 2012-10-31 | $1,894,302 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-10-31 | $1,572,708 |
| Total contributions received or receivable from employer(s) | 2012-10-31 | $160,242 |
| Value of certain deemed distributions of participant loans | 2012-10-31 | $0 |
| Value of corrective distributions | 2012-10-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-10-31 | $2 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-10-31 | $0 |
| 2017: ATLAS-MIKE'S BAIT, INC. PROFIT SHARING 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: ATLAS-MIKE'S BAIT, INC. PROFIT SHARING 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: ATLAS-MIKE'S BAIT, INC. PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-11-01 | Type of plan entity | Single employer plan |
| 2015-11-01 | Submission has been amended | No |
| 2015-11-01 | This submission is the final filing | No |
| 2015-11-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2015-11-01 | Plan is a collectively bargained plan | No |
| 2015-11-01 | Plan funding arrangement – Insurance | Yes |
| 2015-11-01 | Plan funding arrangement – Trust | Yes |
| 2015-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-11-01 | Plan benefit arrangement - Trust | Yes |
| 2014: ATLAS-MIKE'S BAIT, INC. PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-11-01 | Type of plan entity | Single employer plan |
| 2014-11-01 | Submission has been amended | No |
| 2014-11-01 | This submission is the final filing | No |
| 2014-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-11-01 | Plan is a collectively bargained plan | No |
| 2014-11-01 | Plan funding arrangement – Insurance | Yes |
| 2014-11-01 | Plan funding arrangement – Trust | Yes |
| 2014-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-11-01 | Plan benefit arrangement - Trust | Yes |
| 2013: ATLAS-MIKE'S BAIT, INC. PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-11-01 | Type of plan entity | Single employer plan |
| 2013-11-01 | Submission has been amended | No |
| 2013-11-01 | This submission is the final filing | No |
| 2013-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-11-01 | Plan is a collectively bargained plan | No |
| 2013-11-01 | Plan funding arrangement – Insurance | Yes |
| 2013-11-01 | Plan funding arrangement – Trust | Yes |
| 2013-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-11-01 | Plan benefit arrangement - Trust | Yes |
| 2012: ATLAS-MIKE'S BAIT, INC. PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-11-01 | Type of plan entity | Single employer plan |
| 2012-11-01 | Submission has been amended | No |
| 2012-11-01 | This submission is the final filing | No |
| 2012-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-11-01 | Plan is a collectively bargained plan | No |
| 2012-11-01 | Plan funding arrangement – Insurance | Yes |
| 2012-11-01 | Plan funding arrangement – Trust | Yes |
| 2012-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-11-01 | Plan benefit arrangement - Trust | Yes |
| 2011: ATLAS-MIKE'S BAIT, INC. PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-11-01 | Type of plan entity | Single employer plan |
| 2011-11-01 | Submission has been amended | No |
| 2011-11-01 | This submission is the final filing | No |
| 2011-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-11-01 | Plan is a collectively bargained plan | No |
| 2011-11-01 | Plan funding arrangement – Insurance | Yes |
| 2011-11-01 | Plan funding arrangement – Trust | Yes |
| 2011-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-11-01 | 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 | 108196 |
| Policy instance | 1 |
| Insurance contract or identification number | 108196 | | Number of Individuals Covered | 11 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $7,497 | | Total amount of fees paid to insurance company | USD $1,741 | | 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 $7,497 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | BROKER COMMISSIONS | | Insurance broker organization code? | 7 | | Insurance broker name | PPG RETIREMENT PLAN SERVICES LTD |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 108196 |
| Policy instance | 1 |
| Insurance contract or identification number | 108196 | | Number of Individuals Covered | 14 | | Insurance policy start date | 2016-01-01 | | Insurance policy end date | 2016-12-31 | | Total amount of commissions paid to insurance broker | USD $6,802 | | Total amount of fees paid to insurance company | USD $1,358 | | 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 $6,802 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | BROKER COMMISSIONS | | Insurance broker organization code? | 7 | | Insurance broker name | PPG RETIREMENT PLAN SERVICES LTD |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 108196 |
| Policy instance | 1 |
| Insurance contract or identification number | 108196 | | Number of Individuals Covered | 13 | | Insurance policy start date | 2015-11-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $545 | | Total amount of fees paid to insurance company | USD $219 | | 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 $545 | | Insurance broker organization code? | 7 | | Amount paid for insurance broker fees | 219 | | Additional information about fees paid to insurance broker | TPA FEES | | Insurance broker name | PPG RETIREMENT PLAN SERVICES LTD |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 108196 |
| Policy instance | 1 |
| Insurance contract or identification number | 108196 | | Number of Individuals Covered | 13 | | Insurance policy start date | 2014-11-01 | | Insurance policy end date | 2015-10-31 | | Total amount of commissions paid to insurance broker | USD $5,933 | | Total amount of fees paid to insurance company | USD $1,308 | | 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 $5,933 | | Insurance broker organization code? | 7 | | Amount paid for insurance broker fees | 1308 | | Additional information about fees paid to insurance broker | TPA FEES | | Insurance broker name | PPG RETIREMENT PLAN SERVICES LTD |
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| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 108196 |
| Policy instance | 1 |
| Insurance contract or identification number | 108196 | | Number of Individuals Covered | 13 | | Insurance policy start date | 2013-11-01 | | Insurance policy end date | 2014-10-31 | | Total amount of commissions paid to insurance broker | USD $5,863 | | Total amount of fees paid to insurance company | USD $1,164 | | 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 $5,863 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | COMMISSIONS | | Insurance broker organization code? | 7 | | Insurance broker name | PPG RETIREMENT PLAN SERVICES LTD |
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| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 426068 |
| Policy instance | 1 |
| Insurance contract or identification number | 426068 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2012-11-01 | | Insurance policy end date | 2012-11-19 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | 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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| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 108196 |
| Policy instance | 2 |
| Insurance contract or identification number | 108196 | | Number of Individuals Covered | 12 | | Insurance policy start date | 2012-11-20 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $19,235 | | Total amount of fees paid to insurance company | USD $4,630 | | 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 $19,235 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | COMMISSIONS | | Insurance broker organization code? | 7 | | Insurance broker name | PPG RETIREMENT PLAN SERVICES LTD |
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| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 426068 |
| Policy instance | 1 |
| Insurance contract or identification number | 426068 | | Number of Individuals Covered | 13 | | Insurance policy start date | 2011-11-01 | | Insurance policy end date | 2012-10-31 | | 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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