BEACON BANK has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2016: BEACON BANK 401(K) PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 55 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 0 |
| 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 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 0 |
| Number of participants with account balances | 2016-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: BEACON BANK 401(K) PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 60 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 48 |
| 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 | 5 |
| Total of all active and inactive participants | 2015-01-01 | 53 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 53 |
| Number of participants with account balances | 2015-01-01 | 40 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: BEACON BANK 401(K) PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 56 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 44 |
| 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 | 9 |
| Total of all active and inactive participants | 2014-01-01 | 53 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 53 |
| Number of participants with account balances | 2014-01-01 | 42 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: BEACON BANK 401(K) PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 61 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 43 |
| 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 | 10 |
| Total of all active and inactive participants | 2013-01-01 | 53 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 53 |
| Number of participants with account balances | 2013-01-01 | 45 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: BEACON BANK 401(K) PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 64 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 46 |
| 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 | 15 |
| Total of all active and inactive participants | 2012-01-01 | 61 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 61 |
| Number of participants with account balances | 2012-01-01 | 48 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: BEACON BANK 401(K) PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 65 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 54 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 8 |
| Total of all active and inactive participants | 2011-01-01 | 64 |
| Total participants | 2011-01-01 | 64 |
| Number of participants with account balances | 2011-01-01 | 47 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2009: BEACON BANK 401(K) PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 66 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 54 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 10 |
| Total of all active and inactive participants | 2009-01-01 | 64 |
| Total participants | 2009-01-01 | 64 |
| Number of participants with account balances | 2009-01-01 | 49 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2016 : BEACON BANK 401(K) PLAN 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-04-29 | $0 |
| Total income from all sources | 2016-04-29 | $146,404 |
| Expenses. Total of all expenses incurred | 2016-04-29 | $5,084,206 |
| Benefits paid (including direct rollovers) | 2016-04-29 | $5,040,760 |
| Total plan assets at end of year | 2016-04-29 | $0 |
| Total plan assets at beginning of year | 2016-04-29 | $4,937,802 |
| Value of fidelity bond covering the plan | 2016-04-29 | $5,600,000 |
| Total contributions received or receivable from participants | 2016-04-29 | $7,716 |
| Expenses. Other expenses not covered elsewhere | 2016-04-29 | $43,446 |
| Other income received | 2016-04-29 | $133,743 |
| Net income (gross income less expenses) | 2016-04-29 | $-4,937,802 |
| Net plan assets at end of year (total assets less liabilities) | 2016-04-29 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-04-29 | $4,937,802 |
| Assets. Value of participant loans | 2016-04-29 | $0 |
| Assets. Value of employer securities | 2016-04-29 | $0 |
| Total contributions received or receivable from employer(s) | 2016-04-29 | $4,945 |
| 2015 : BEACON BANK 401(K) PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $595,656 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $1,243,590 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $1,134,989 |
| Total plan assets at end of year | 2015-12-31 | $4,937,802 |
| Total plan assets at beginning of year | 2015-12-31 | $5,585,736 |
| Value of fidelity bond covering the plan | 2015-12-31 | $5,600,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $221,103 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $108,601 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $6,812 |
| Other income received | 2015-12-31 | $246,091 |
| Net income (gross income less expenses) | 2015-12-31 | $-647,934 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $4,937,802 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $5,585,736 |
| Assets. Value of participant loans | 2015-12-31 | $3,756 |
| Assets. Value of employer securities | 2015-12-31 | $1,244,411 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $121,650 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $0 |
| 2014 : BEACON BANK 401(K) PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $803,366 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $1,137,654 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $1,016,013 |
| Total plan assets at end of year | 2014-12-31 | $5,585,736 |
| Total plan assets at beginning of year | 2014-12-31 | $5,920,024 |
| Value of fidelity bond covering the plan | 2014-12-31 | $5,600,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $216,228 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $121,641 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $101,367 |
| Other income received | 2014-12-31 | $371,711 |
| Net income (gross income less expenses) | 2014-12-31 | $-334,288 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $5,585,736 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $5,920,024 |
| Assets. Value of participant loans | 2014-12-31 | $16,382 |
| Assets. Value of employer securities | 2014-12-31 | $1,236,357 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $114,060 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $0 |
| 2013 : BEACON BANK 401(K) PLAN 2013 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2013-12-31 | $559 |
| Total income from all sources | 2013-12-31 | $1,115,443 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $323,006 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $190,786 |
| Total plan assets at end of year | 2013-12-31 | $5,920,024 |
| Total plan assets at beginning of year | 2013-12-31 | $5,128,146 |
| Value of fidelity bond covering the plan | 2013-12-31 | $4,600,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $192,106 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $132,220 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $809,333 |
| Net income (gross income less expenses) | 2013-12-31 | $792,437 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $5,920,024 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $5,127,587 |
| Assets. Value of participant loans | 2013-12-31 | $46,622 |
| Assets. Value of employer securities | 2013-12-31 | $1,203,655 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $114,004 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $0 |
| 2012 : BEACON BANK 401(K) PLAN 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-12-31 | $559 |
| Total plan liabilities at beginning of year | 2012-12-31 | $1,320 |
| Total income from all sources | 2012-12-31 | $852,888 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $324,391 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $298,217 |
| Total plan assets at end of year | 2012-12-31 | $5,128,146 |
| Total plan assets at beginning of year | 2012-12-31 | $4,600,410 |
| Value of fidelity bond covering the plan | 2012-12-31 | $4,600,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $187,520 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $26,174 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $138,114 |
| Other income received | 2012-12-31 | $407,864 |
| Net income (gross income less expenses) | 2012-12-31 | $528,497 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $5,127,587 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $4,599,090 |
| Assets. Value of participant loans | 2012-12-31 | $65,373 |
| Assets. Value of employer securities | 2012-12-31 | $1,216,589 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $119,390 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $0 |
| 2011 : BEACON BANK 401(K) PLAN 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-12-31 | $1,320 |
| Total income from all sources | 2011-12-31 | $378,234 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $131,727 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $66,100 |
| Total plan assets at end of year | 2011-12-31 | $4,600,410 |
| Total plan assets at beginning of year | 2011-12-31 | $4,352,583 |
| Value of fidelity bond covering the plan | 2011-12-31 | $4,600,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $180,741 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $65,627 |
| Other income received | 2011-12-31 | $86,582 |
| Net income (gross income less expenses) | 2011-12-31 | $246,507 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $4,599,090 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $4,352,583 |
| Assets. Value of participant loans | 2011-12-31 | $59,447 |
| Assets. Value of employer securities | 2011-12-31 | $1,202,434 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $110,911 |
| 2010 : BEACON BANK 401(K) PLAN 2010 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2010-12-31 | $2,004 |
| Total income from all sources | 2010-12-31 | $719,660 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $229,909 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $155,985 |
| Total plan assets at end of year | 2010-12-31 | $4,352,583 |
| Total plan assets at beginning of year | 2010-12-31 | $3,864,836 |
| Value of fidelity bond covering the plan | 2010-12-31 | $4,600,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $163,111 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $73,924 |
| Other income received | 2010-12-31 | $455,150 |
| Net income (gross income less expenses) | 2010-12-31 | $489,751 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $4,352,583 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,862,832 |
| Assets. Value of participant loans | 2010-12-31 | $74,287 |
| Assets. Value of employer securities | 2010-12-31 | $1,165,095 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $101,399 |
| 2016: BEACON BANK 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 | Yes |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 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: BEACON BANK 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: BEACON BANK 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: BEACON BANK 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: BEACON BANK 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: BEACON BANK 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 |
| 2009: BEACON BANK 401(K) PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 12711 |
| Policy instance | 1 |
| Insurance contract or identification number | 12711 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2016-01-01 | | Insurance policy end date | 2016-04-29 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 5287840 |
| Policy instance | 1 |
| Insurance contract or identification number | 5287840 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $5,668 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Life Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,124 | | Insurance broker organization code? | 3 | | Insurance broker name | JEFFREY A FOSTER |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 12711 |
| Policy instance | 2 |
| Insurance contract or identification number | 12711 | | Number of Individuals Covered | 41 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $13,745 | | Total amount of fees paid to insurance company | USD $1,986 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $13,745 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 1986 | | Additional information about fees paid to insurance broker | TPA COMPENSATION | | Insurance broker name | TAX SHELTERED COMPENSATION, INC. |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 5287840 |
| Policy instance | 1 |
| Insurance contract or identification number | 5287840 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $5,668 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Life Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,124 | | Insurance broker organization code? | 3 | | Insurance broker name | JEFFREY A FOSTER |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 12711 |
| Policy instance | 2 |
| Insurance contract or identification number | 12711 | | Number of Individuals Covered | 47 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $15,982 | | Total amount of fees paid to insurance company | USD $2,317 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $15,982 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 2317 | | Additional information about fees paid to insurance broker | TPA COMPENSATION | | Insurance broker name | TAX SHELTERED COMPENSATION, INC. |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 5287840 |
| Policy instance | 1 |
| Insurance contract or identification number | 5287840 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $19,036 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Life Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,124 | | Insurance broker organization code? | 3 | | Insurance broker name | JEFFREY A FOSTER |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 12711 |
| Policy instance | 2 |
| Insurance contract or identification number | 12711 | | Number of Individuals Covered | 47 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $18,876 | | Total amount of fees paid to insurance company | USD $2,020 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $18,876 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 2020 | | Additional information about fees paid to insurance broker | TPA COMPENSATION | | Insurance broker name | TAX SHELTERED COMPENSATION, INC. |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 5287840 |
| Policy instance | 1 |
| Insurance contract or identification number | 5287840 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $2,124 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Life Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,124 | | Insurance broker organization code? | 3 | | Insurance broker name | FOSTER K PARTNERS, LLP |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 12711 |
| Policy instance | 2 |
| Insurance contract or identification number | 12711 | | Number of Individuals Covered | 48 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $17,714 | | Total amount of fees paid to insurance company | USD $1,794 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $17,714 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 1794 | | Additional information about fees paid to insurance broker | TPA COMPENSATION | | Insurance broker name | TAX SHELTERED COMPENSATION, INC. |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 5287840 |
| Policy instance | 1 |
| Insurance contract or identification number | 5287840 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $2,272 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Life Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 12711 |
| Policy instance | 2 |
| Insurance contract or identification number | 12711 | | Number of Individuals Covered | 47 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $15,818 | | Total amount of fees paid to insurance company | USD $1,574 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 5287840 |
| Policy instance | 1 |
| Insurance contract or identification number | 5287840 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $2,272 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Life Insurance Welfare Benefit | Yes | | Commission paid to Insurance Broker | USD $2,272 | | Insurance broker organization code? | 3 | | Insurance broker name | FOSTER K PARTNERS, LLP |
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| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 12711 |
| Policy instance | 2 |
| Insurance contract or identification number | 12711 | | Number of Individuals Covered | 48 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $13,387 | | Total amount of fees paid to insurance company | USD $1,273 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Commission paid to Insurance Broker | USD $13,387 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 1273 | | Additional information about fees paid to insurance broker | TPA COMPENSATION | | Insurance broker name | TAX SHELTERED COMPENSATION, INC. |
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