PROFESSIONAL COMMUNICATION SYSTEMS OF WI, INC. has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2019: PCS 401K PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-07-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-07-01 | 10 |
Number of retired or separated participants receiving benefits | 2019-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-07-01 | 0 |
Total of all active and inactive participants | 2019-07-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-07-01 | 0 |
Total participants | 2019-07-01 | 10 |
Number of participants with account balances | 2019-07-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-07-01 | 0 |
2018: PCS 401K PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-07-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-07-01 | 10 |
Number of retired or separated participants receiving benefits | 2018-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-07-01 | 1 |
Total of all active and inactive participants | 2018-07-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-07-01 | 0 |
Total participants | 2018-07-01 | 11 |
Number of participants with account balances | 2018-07-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-07-01 | 0 |
2017: PCS 401K PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-07-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-07-01 | 10 |
Number of retired or separated participants receiving benefits | 2017-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-07-01 | 2 |
Total of all active and inactive participants | 2017-07-01 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-07-01 | 0 |
Total participants | 2017-07-01 | 12 |
Number of participants with account balances | 2017-07-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-07-01 | 1 |
2016: PCS 401K PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-07-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-07-01 | 11 |
Number of retired or separated participants receiving benefits | 2016-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-07-01 | 0 |
Total of all active and inactive participants | 2016-07-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-07-01 | 0 |
Total participants | 2016-07-01 | 11 |
Number of participants with account balances | 2016-07-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-07-01 | 1 |
2015: PCS 401K PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-07-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 13 |
Number of retired or separated participants receiving benefits | 2015-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-07-01 | 0 |
Total of all active and inactive participants | 2015-07-01 | 13 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-07-01 | 0 |
Total participants | 2015-07-01 | 13 |
Number of participants with account balances | 2015-07-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-07-01 | 0 |
2014: PCS 401K PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-07-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 12 |
Number of retired or separated participants receiving benefits | 2014-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-07-01 | 0 |
Total of all active and inactive participants | 2014-07-01 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-07-01 | 0 |
Total participants | 2014-07-01 | 12 |
Number of participants with account balances | 2014-07-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-07-01 | 0 |
2013: PCS 401K PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-07-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 13 |
Number of retired or separated participants receiving benefits | 2013-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-07-01 | 0 |
Total of all active and inactive participants | 2013-07-01 | 13 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-07-01 | 0 |
Total participants | 2013-07-01 | 13 |
Number of participants with account balances | 2013-07-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-07-01 | 0 |
2012: PCS 401K PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-07-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 11 |
Number of retired or separated participants receiving benefits | 2012-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-07-01 | 0 |
Total of all active and inactive participants | 2012-07-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-07-01 | 0 |
Total participants | 2012-07-01 | 11 |
Number of participants with account balances | 2012-07-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-07-01 | 0 |
2011: PCS 401K PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-07-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 12 |
Number of retired or separated participants receiving benefits | 2011-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-07-01 | 0 |
Total of all active and inactive participants | 2011-07-01 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-07-01 | 0 |
Total participants | 2011-07-01 | 12 |
Number of participants with account balances | 2011-07-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-07-01 | 0 |
Measure | Date | Value |
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2020 : PCS 401K PLAN 2020 401k financial data |
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Total income from all sources | 2020-06-30 | $71,372 |
Expenses. Total of all expenses incurred | 2020-06-30 | $20,777 |
Benefits paid (including direct rollovers) | 2020-06-30 | $15,217 |
Total plan assets at end of year | 2020-06-30 | $826,402 |
Total plan assets at beginning of year | 2020-06-30 | $775,807 |
Value of fidelity bond covering the plan | 2020-06-30 | $100,000 |
Total contributions received or receivable from participants | 2020-06-30 | $41,497 |
Other income received | 2020-06-30 | $14,265 |
Net income (gross income less expenses) | 2020-06-30 | $50,595 |
Net plan assets at end of year (total assets less liabilities) | 2020-06-30 | $826,402 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-06-30 | $775,807 |
Assets. Value of participant loans | 2020-06-30 | $474 |
Total contributions received or receivable from employer(s) | 2020-06-30 | $15,610 |
Value of corrective distributions | 2020-06-30 | $594 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-06-30 | $4,966 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-06-30 | $0 |
2019 : PCS 401K PLAN 2019 401k financial data |
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Total income from all sources | 2019-06-30 | $65,636 |
Expenses. Total of all expenses incurred | 2019-06-30 | $162,340 |
Benefits paid (including direct rollovers) | 2019-06-30 | $157,589 |
Total plan assets at end of year | 2019-06-30 | $775,807 |
Total plan assets at beginning of year | 2019-06-30 | $872,511 |
Value of fidelity bond covering the plan | 2019-06-30 | $100,000 |
Total contributions received or receivable from participants | 2019-06-30 | $38,575 |
Other income received | 2019-06-30 | $11,905 |
Net income (gross income less expenses) | 2019-06-30 | $-96,704 |
Net plan assets at end of year (total assets less liabilities) | 2019-06-30 | $775,807 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-06-30 | $872,511 |
Assets. Value of participant loans | 2019-06-30 | $2,597 |
Total contributions received or receivable from employer(s) | 2019-06-30 | $15,156 |
Value of corrective distributions | 2019-06-30 | $56 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-06-30 | $4,695 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-06-30 | $0 |
2018 : PCS 401K PLAN 2018 401k financial data |
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Total income from all sources | 2018-06-30 | $101,209 |
Expenses. Total of all expenses incurred | 2018-06-30 | $4,908 |
Total plan assets at end of year | 2018-06-30 | $872,511 |
Total plan assets at beginning of year | 2018-06-30 | $776,210 |
Value of fidelity bond covering the plan | 2018-06-30 | $100,000 |
Total contributions received or receivable from participants | 2018-06-30 | $32,589 |
Other income received | 2018-06-30 | $55,371 |
Net income (gross income less expenses) | 2018-06-30 | $96,301 |
Net plan assets at end of year (total assets less liabilities) | 2018-06-30 | $872,511 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-06-30 | $776,210 |
Assets. Value of participant loans | 2018-06-30 | $9,577 |
Total contributions received or receivable from employer(s) | 2018-06-30 | $13,249 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-06-30 | $4,908 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-06-30 | $0 |
2017 : PCS 401K PLAN 2017 401k financial data |
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Total income from all sources | 2017-06-30 | $130,267 |
Expenses. Total of all expenses incurred | 2017-06-30 | $68,615 |
Benefits paid (including direct rollovers) | 2017-06-30 | $63,755 |
Total plan assets at end of year | 2017-06-30 | $776,210 |
Total plan assets at beginning of year | 2017-06-30 | $714,558 |
Value of fidelity bond covering the plan | 2017-06-30 | $100,000 |
Total contributions received or receivable from participants | 2017-06-30 | $33,796 |
Contributions received from other sources (not participants or employers) | 2017-06-30 | $24,819 |
Other income received | 2017-06-30 | $58,205 |
Net income (gross income less expenses) | 2017-06-30 | $61,652 |
Net plan assets at end of year (total assets less liabilities) | 2017-06-30 | $776,210 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-06-30 | $714,558 |
Assets. Value of participant loans | 2017-06-30 | $9,988 |
Total contributions received or receivable from employer(s) | 2017-06-30 | $13,447 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-06-30 | $4,860 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-06-30 | $0 |
2016 : PCS 401K PLAN 2016 401k financial data |
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Total income from all sources | 2016-06-30 | $63,160 |
Expenses. Total of all expenses incurred | 2016-06-30 | $5,003 |
Total plan assets at end of year | 2016-06-30 | $714,558 |
Total plan assets at beginning of year | 2016-06-30 | $656,401 |
Value of fidelity bond covering the plan | 2016-06-30 | $100,000 |
Total contributions received or receivable from participants | 2016-06-30 | $30,576 |
Contributions received from other sources (not participants or employers) | 2016-06-30 | $1,921 |
Other income received | 2016-06-30 | $19,075 |
Net income (gross income less expenses) | 2016-06-30 | $58,157 |
Net plan assets at end of year (total assets less liabilities) | 2016-06-30 | $714,558 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-06-30 | $656,401 |
Assets. Value of participant loans | 2016-06-30 | $33,143 |
Total contributions received or receivable from employer(s) | 2016-06-30 | $11,588 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-06-30 | $5,003 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-06-30 | $0 |
2015 : PCS 401K PLAN 2015 401k financial data |
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Total income from all sources | 2015-06-30 | $11,226 |
Expenses. Total of all expenses incurred | 2015-06-30 | $4,393 |
Total plan assets at end of year | 2015-06-30 | $656,401 |
Total plan assets at beginning of year | 2015-06-30 | $649,568 |
Value of fidelity bond covering the plan | 2015-06-30 | $100,000 |
Total contributions received or receivable from participants | 2015-06-30 | $26,595 |
Other income received | 2015-06-30 | $-24,615 |
Net income (gross income less expenses) | 2015-06-30 | $6,833 |
Net plan assets at end of year (total assets less liabilities) | 2015-06-30 | $656,401 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-06-30 | $649,568 |
Assets. Value of participant loans | 2015-06-30 | $58,244 |
Total contributions received or receivable from employer(s) | 2015-06-30 | $9,246 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-06-30 | $4,393 |
2014 : PCS 401K PLAN 2014 401k financial data |
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Total income from all sources | 2014-06-30 | $119,141 |
Expenses. Total of all expenses incurred | 2014-06-30 | $4,673 |
Total plan assets at end of year | 2014-06-30 | $649,568 |
Total plan assets at beginning of year | 2014-06-30 | $535,100 |
Value of fidelity bond covering the plan | 2014-06-30 | $100,000 |
Total contributions received or receivable from participants | 2014-06-30 | $23,772 |
Other income received | 2014-06-30 | $87,487 |
Net income (gross income less expenses) | 2014-06-30 | $114,468 |
Net plan assets at end of year (total assets less liabilities) | 2014-06-30 | $649,568 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-06-30 | $535,100 |
Assets. Value of participant loans | 2014-06-30 | $72,137 |
Total contributions received or receivable from employer(s) | 2014-06-30 | $7,882 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-06-30 | $4,673 |
2013 : PCS 401K PLAN 2013 401k financial data |
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Transfers to/from the plan | 2013-06-30 | $0 |
Total income from all sources | 2013-06-30 | $11,547 |
Expenses. Total of all expenses incurred | 2013-06-30 | $5,237 |
Total plan assets at end of year | 2013-06-30 | $535,100 |
Total plan assets at beginning of year | 2013-06-30 | $528,790 |
Value of fidelity bond covering the plan | 2013-06-30 | $30,000 |
Total contributions received or receivable from participants | 2013-06-30 | $26,470 |
Other income received | 2013-06-30 | $-23,489 |
Net income (gross income less expenses) | 2013-06-30 | $6,310 |
Net plan assets at end of year (total assets less liabilities) | 2013-06-30 | $535,100 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-06-30 | $528,790 |
Assets. Value of participant loans | 2013-06-30 | $94,821 |
Total contributions received or receivable from employer(s) | 2013-06-30 | $8,566 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-06-30 | $5,237 |
2012 : PCS 401K PLAN 2012 401k financial data |
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Total income from all sources | 2012-06-30 | $13,235 |
Expenses. Total of all expenses incurred | 2012-06-30 | $12,324 |
Benefits paid (including direct rollovers) | 2012-06-30 | $5,470 |
Total plan assets at end of year | 2012-06-30 | $528,790 |
Total plan assets at beginning of year | 2012-06-30 | $527,879 |
Value of fidelity bond covering the plan | 2012-06-30 | $30,000 |
Total contributions received or receivable from participants | 2012-06-30 | $30,765 |
Other income received | 2012-06-30 | $-27,662 |
Net income (gross income less expenses) | 2012-06-30 | $911 |
Net plan assets at end of year (total assets less liabilities) | 2012-06-30 | $528,790 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-06-30 | $527,879 |
Assets. Value of participant loans | 2012-06-30 | $92,286 |
Total contributions received or receivable from employer(s) | 2012-06-30 | $10,132 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-06-30 | $6,854 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-06-30 | $0 |
2011 : PCS 401K PLAN 2011 401k financial data |
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Total plan liabilities at beginning of year | 2011-06-30 | $0 |
Total income from all sources | 2011-06-30 | $120,493 |
Expenses. Total of all expenses incurred | 2011-06-30 | $6,180 |
Total plan assets at end of year | 2011-06-30 | $527,879 |
Total plan assets at beginning of year | 2011-06-30 | $413,566 |
Value of fidelity bond covering the plan | 2011-06-30 | $30,000 |
Total contributions received or receivable from participants | 2011-06-30 | $31,379 |
Other income received | 2011-06-30 | $77,683 |
Net income (gross income less expenses) | 2011-06-30 | $114,313 |
Net plan assets at end of year (total assets less liabilities) | 2011-06-30 | $527,879 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-06-30 | $413,566 |
Assets. Value of participant loans | 2011-06-30 | $26,515 |
Total contributions received or receivable from employer(s) | 2011-06-30 | $11,431 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-06-30 | $6,180 |
2019: PCS 401K PLAN 2019 form 5500 responses |
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2019-07-01 | Type of plan entity | Single employer plan |
2019-07-01 | Submission has been amended | No |
2019-07-01 | This submission is the final filing | No |
2019-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-07-01 | Plan is a collectively bargained plan | No |
2019-07-01 | Plan funding arrangement – Insurance | Yes |
2019-07-01 | Plan funding arrangement – Trust | Yes |
2019-07-01 | Plan benefit arrangement – Insurance | Yes |
2019-07-01 | Plan benefit arrangement - Trust | Yes |
2018: PCS 401K PLAN 2018 form 5500 responses |
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2018-07-01 | Type of plan entity | Single employer plan |
2018-07-01 | Submission has been amended | No |
2018-07-01 | This submission is the final filing | No |
2018-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-07-01 | Plan is a collectively bargained plan | No |
2018-07-01 | Plan funding arrangement – Insurance | Yes |
2018-07-01 | Plan funding arrangement – Trust | Yes |
2018-07-01 | Plan benefit arrangement – Insurance | Yes |
2018-07-01 | Plan benefit arrangement - Trust | Yes |
2017: PCS 401K PLAN 2017 form 5500 responses |
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2017-07-01 | Type of plan entity | Single employer plan |
2017-07-01 | Submission has been amended | No |
2017-07-01 | This submission is the final filing | No |
2017-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-07-01 | Plan is a collectively bargained plan | No |
2017-07-01 | Plan funding arrangement – Insurance | Yes |
2017-07-01 | Plan funding arrangement – Trust | Yes |
2017-07-01 | Plan benefit arrangement – Insurance | Yes |
2017-07-01 | Plan benefit arrangement - Trust | Yes |
2016: PCS 401K PLAN 2016 form 5500 responses |
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2016-07-01 | Type of plan entity | Single employer plan |
2016-07-01 | Submission has been amended | No |
2016-07-01 | This submission is the final filing | No |
2016-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-07-01 | Plan is a collectively bargained plan | No |
2016-07-01 | Plan funding arrangement – Insurance | Yes |
2016-07-01 | Plan funding arrangement – Trust | Yes |
2016-07-01 | Plan benefit arrangement – Insurance | Yes |
2016-07-01 | Plan benefit arrangement - Trust | Yes |
2015: PCS 401K PLAN 2015 form 5500 responses |
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2015-07-01 | Type of plan entity | Single employer plan |
2015-07-01 | Submission has been amended | No |
2015-07-01 | This submission is the final filing | No |
2015-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-07-01 | Plan is a collectively bargained plan | No |
2015-07-01 | Plan funding arrangement – Insurance | Yes |
2015-07-01 | Plan funding arrangement – Trust | Yes |
2015-07-01 | Plan benefit arrangement – Insurance | Yes |
2015-07-01 | Plan benefit arrangement - Trust | Yes |
2014: PCS 401K PLAN 2014 form 5500 responses |
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2014-07-01 | Type of plan entity | Single employer plan |
2014-07-01 | Submission has been amended | No |
2014-07-01 | This submission is the final filing | No |
2014-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-07-01 | Plan is a collectively bargained plan | No |
2014-07-01 | Plan funding arrangement – Insurance | Yes |
2014-07-01 | Plan funding arrangement – Trust | Yes |
2014-07-01 | Plan benefit arrangement – Insurance | Yes |
2014-07-01 | Plan benefit arrangement - Trust | Yes |
2013: PCS 401K PLAN 2013 form 5500 responses |
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2013-07-01 | Type of plan entity | Single employer plan |
2013-07-01 | Submission has been amended | No |
2013-07-01 | This submission is the final filing | No |
2013-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-07-01 | Plan is a collectively bargained plan | No |
2013-07-01 | Plan funding arrangement – Insurance | Yes |
2013-07-01 | Plan funding arrangement – Trust | Yes |
2013-07-01 | Plan benefit arrangement – Insurance | Yes |
2013-07-01 | Plan benefit arrangement - Trust | Yes |
2012: PCS 401K PLAN 2012 form 5500 responses |
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2012-07-01 | Type of plan entity | Single employer plan |
2012-07-01 | Submission has been amended | No |
2012-07-01 | This submission is the final filing | No |
2012-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-07-01 | Plan is a collectively bargained plan | No |
2012-07-01 | Plan funding arrangement – Insurance | Yes |
2012-07-01 | Plan funding arrangement – Trust | Yes |
2012-07-01 | Plan benefit arrangement – Insurance | Yes |
2012-07-01 | Plan benefit arrangement - Trust | Yes |
2011: PCS 401K PLAN 2011 form 5500 responses |
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2011-07-01 | Type of plan entity | Single employer plan |
2011-07-01 | Submission has been amended | No |
2011-07-01 | This submission is the final filing | No |
2011-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-07-01 | Plan is a collectively bargained plan | No |
2011-07-01 | Plan funding arrangement – Insurance | Yes |
2011-07-01 | Plan funding arrangement – Trust | Yes |
2011-07-01 | Plan benefit arrangement – Insurance | Yes |
2011-07-01 | 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 | 100018 |
Policy instance | 1 |
Insurance contract or identification number | 100018 | Number of Individuals Covered | 9 | Insurance policy start date | 2019-07-01 | Insurance policy end date | 2020-06-30 | Total amount of commissions paid to insurance broker | USD $4,322 | Total amount of fees paid to insurance company | USD $2,230 | 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 $4,322 | Insurance broker organization code? | 7 | Amount paid for insurance broker fees | 2230 | Additional information about fees paid to insurance broker | TPA FEES |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 100018 |
Policy instance | 1 |
Insurance contract or identification number | 100018 | Number of Individuals Covered | 11 | Insurance policy start date | 2017-07-01 | Insurance policy end date | 2018-06-30 | Total amount of commissions paid to insurance broker | USD $4,976 | Total amount of fees paid to insurance company | USD $1,892 | 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 $4,976 | Insurance broker organization code? | 7 | Amount paid for insurance broker fees | 1892 | Additional information about fees paid to insurance broker | TPA FEES | 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 | 100018 |
Policy instance | 1 |
Insurance contract or identification number | 100018 | Number of Individuals Covered | 11 | Insurance policy start date | 2015-07-01 | Insurance policy end date | 2016-06-30 | Total amount of commissions paid to insurance broker | USD $3,577 | Total amount of fees paid to insurance company | USD $2,374 | 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 $3,577 | Insurance broker organization code? | 7 | Amount paid for insurance broker fees | 2374 | Additional information about fees paid to insurance broker | TPA FEES | 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 | 100018 |
Policy instance | 1 |
Insurance contract or identification number | 100018 | Number of Individuals Covered | 10 | Insurance policy start date | 2014-07-01 | Insurance policy end date | 2015-06-30 | Total amount of commissions paid to insurance broker | USD $3,439 | Total amount of fees paid to insurance company | USD $1,811 | 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 $3,439 | Insurance broker organization code? | 7 | Amount paid for insurance broker fees | 1811 | Additional information about fees paid to insurance broker | TPA FEES | 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 | 100018 |
Policy instance | 1 |
Insurance contract or identification number | 100018 | Number of Individuals Covered | 10 | Insurance policy start date | 2013-07-01 | Insurance policy end date | 2014-06-30 | Total amount of commissions paid to insurance broker | USD $2,789 | Total amount of fees paid to insurance company | USD $1,668 | 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 $2,320 | Insurance broker organization code? | 7 | Amount paid for insurance broker fees | 1668 | Additional information about fees paid to insurance broker | TPA FEES | Insurance broker name | AMERITAS INVESTMENTS |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 100018 |
Policy instance | 1 |
Insurance contract or identification number | 100018 | Number of Individuals Covered | 9 | Insurance policy start date | 2012-07-01 | Insurance policy end date | 2013-06-30 | Total amount of commissions paid to insurance broker | USD $2,732 | Total amount of fees paid to insurance company | USD $2,460 | 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 $2,732 | 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 |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 100018 |
Policy instance | 1 |
Insurance contract or identification number | 100018 | Number of Individuals Covered | 9 | Insurance policy start date | 2011-07-01 | Insurance policy end date | 2012-06-30 | Total amount of commissions paid to insurance broker | USD $3,510 | Total amount of fees paid to insurance company | USD $3,998 | 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 | 100018 |
Policy instance | 1 |
Insurance contract or identification number | 100018 | Number of Individuals Covered | 10 | Insurance policy start date | 2010-07-01 | Insurance policy end date | 2011-06-30 | Total amount of commissions paid to insurance broker | USD $6,191 | Total amount of fees paid to insurance company | USD $1,342 | 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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