PEOPLES INSURANCE AGENCY LTD has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PEOPLES INSURANCE AGENCY LTD 401K PLAN
| Measure | Date | Value |
|---|
| 2015: PEOPLES INSURANCE AGENCY LTD 401K PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 42 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 50 |
| 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 | 3 |
| 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 | 46 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: PEOPLES INSURANCE AGENCY LTD 401K PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 30 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 37 |
| 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 | 5 |
| Total of all active and inactive participants | 2014-01-01 | 42 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 42 |
| 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: PEOPLES INSURANCE AGENCY LTD 401K PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 25 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 25 |
| 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 | 5 |
| Total of all active and inactive participants | 2013-01-01 | 30 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 30 |
| Number of participants with account balances | 2013-01-01 | 30 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: PEOPLES INSURANCE AGENCY LTD 401K PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 25 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 22 |
| 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 | 3 |
| Total of all active and inactive participants | 2012-01-01 | 25 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 25 |
| Number of participants with account balances | 2012-01-01 | 25 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: PEOPLES INSURANCE AGENCY LTD 401K PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 19 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 22 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 3 |
| Total of all active and inactive participants | 2011-01-01 | 25 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 25 |
| Number of participants with account balances | 2011-01-01 | 25 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: PEOPLES INSURANCE AGENCY LTD 401K PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 16 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 18 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 1 |
| Total of all active and inactive participants | 2010-01-01 | 19 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 19 |
| Number of participants with account balances | 2010-01-01 | 19 |
| 2009: PEOPLES INSURANCE AGENCY LTD 401K PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 12 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 4 |
| Total of all active and inactive participants | 2009-01-01 | 16 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 16 |
| Number of participants with account balances | 2009-01-01 | 16 |
| Measure | Date | Value |
|---|
| 2015 : PEOPLES INSURANCE AGENCY LTD 401K PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $207,170 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $47,374 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $39,422 |
| Total plan assets at end of year | 2015-12-31 | $1,062,828 |
| Total plan assets at beginning of year | 2015-12-31 | $903,032 |
| Value of fidelity bond covering the plan | 2015-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $159,473 |
| Other income received | 2015-12-31 | $-13,885 |
| Net income (gross income less expenses) | 2015-12-31 | $159,796 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,062,828 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $903,032 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $61,582 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $7,952 |
| 2014 : PEOPLES INSURANCE AGENCY LTD 401K PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $236,292 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $507,589 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $500,614 |
| Total plan assets at end of year | 2014-12-31 | $903,032 |
| Total plan assets at beginning of year | 2014-12-31 | $1,174,329 |
| Value of fidelity bond covering the plan | 2014-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $154,028 |
| Other income received | 2014-12-31 | $34,728 |
| Net income (gross income less expenses) | 2014-12-31 | $-271,297 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $903,032 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,174,329 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $47,536 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $6,975 |
| 2013 : PEOPLES INSURANCE AGENCY LTD 401K PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $297,385 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $17,277 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $9,786 |
| Total plan assets at end of year | 2013-12-31 | $1,174,329 |
| Total plan assets at beginning of year | 2013-12-31 | $894,221 |
| Value of fidelity bond covering the plan | 2013-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $126,702 |
| Other income received | 2013-12-31 | $139,318 |
| Net income (gross income less expenses) | 2013-12-31 | $280,108 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,174,329 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $894,221 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $31,365 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $7,491 |
| 2012 : PEOPLES INSURANCE AGENCY LTD 401K PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $240,931 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $20,388 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $14,203 |
| Total plan assets at end of year | 2012-12-31 | $894,221 |
| Total plan assets at beginning of year | 2012-12-31 | $673,678 |
| Total contributions received or receivable from participants | 2012-12-31 | $118,162 |
| Other income received | 2012-12-31 | $96,997 |
| Net income (gross income less expenses) | 2012-12-31 | $220,543 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $894,221 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $673,678 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $25,772 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $6,185 |
| 2011 : PEOPLES INSURANCE AGENCY LTD 401K PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $107,642 |
| Total plan assets at end of year | 2011-12-31 | $673,678 |
| Total plan assets at beginning of year | 2011-12-31 | $566,036 |
| Total contributions received or receivable from participants | 2011-12-31 | $110,356 |
| Other income received | 2011-12-31 | $-24,713 |
| Net income (gross income less expenses) | 2011-12-31 | $107,642 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $673,678 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $566,036 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $21,999 |
| 2010 : PEOPLES INSURANCE AGENCY LTD 401K PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $169,779 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $2,525 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $2,525 |
| Total plan assets at end of year | 2010-12-31 | $566,036 |
| Total plan assets at beginning of year | 2010-12-31 | $398,782 |
| Total contributions received or receivable from participants | 2010-12-31 | $99,211 |
| Other income received | 2010-12-31 | $56,180 |
| Net income (gross income less expenses) | 2010-12-31 | $167,254 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $566,036 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $398,782 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $14,388 |
| 2007 : PEOPLES INSURANCE AGENCY LTD 401K PLAN 2007 401k financial data |
|---|
| Total income from all sources | 2007-12-31 | $108,333 |
| Total plan assets at end of year | 2007-12-31 | $198,547 |
| Total plan assets at beginning of year | 2007-12-31 | $90,214 |
| Total contributions received or receivable from participants | 2007-12-31 | $89,097 |
| Other income received | 2007-12-31 | $7,110 |
| Net income (gross income less expenses) | 2007-12-31 | $108,333 |
| Net plan assets at end of year (total assets less liabilities) | 2007-12-31 | $198,547 |
| Net plan assets at beginning of year (total assets less liabilities) | 2007-12-31 | $90,214 |
| Total contributions received or receivable from employer(s) | 2007-12-31 | $12,126 |
| 2015: PEOPLES INSURANCE AGENCY LTD 401K PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 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: PEOPLES INSURANCE AGENCY LTD 401K PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 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: PEOPLES INSURANCE AGENCY LTD 401K PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 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: PEOPLES INSURANCE AGENCY LTD 401K PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 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: PEOPLES INSURANCE AGENCY LTD 401K PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: PEOPLES INSURANCE AGENCY LTD 401K PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: PEOPLES INSURANCE AGENCY LTD 401K PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 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 |
| 2008: PEOPLES INSURANCE AGENCY LTD 401K PLAN 2008 form 5500 responses |
|---|
| 2008-01-01 | Type of plan entity | Single employer plan |
| 2008-01-01 | Submission has been amended | No |
| 2008-01-01 | This submission is the final filing | No |
| 2008-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-01-01 | Plan is a collectively bargained plan | No |
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 58325 |
| Policy instance | 1 |
| Insurance contract or identification number | 58325 | | Number of Individuals Covered | 50 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $2,487 | | Total amount of fees paid to insurance company | USD $363 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,487 | | Amount paid for insurance broker fees | 363 | | Additional information about fees paid to insurance broker | 7 | | Insurance broker organization code? | 7 | | Insurance broker name | AMERIPRISE FINANCIAL SERVICES |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 58325 |
| Policy instance | 1 |
| Insurance contract or identification number | 58325 | | Number of Individuals Covered | 42 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $2,288 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,288 | | Additional information about fees paid to insurance broker | 7 | | Insurance broker organization code? | 7 | | Insurance broker name | AMERIPRISE FINANCIAL SERVICES |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 58325 |
| Policy instance | 1 |
| Insurance contract or identification number | 58325 | | Number of Individuals Covered | 30 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $2,534 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,534 | | Additional information about fees paid to insurance broker | 7 | | Insurance broker organization code? | 7 | | Insurance broker name | STIFEL, NICOLAUS & COMPANY |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 58325 |
| Policy instance | 1 |
| Insurance contract or identification number | 58325 | | Number of Individuals Covered | 26 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $1,960 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,960 | | Additional information about fees paid to insurance broker | 7 | | Insurance broker organization code? | 7 | | Insurance broker name | STIFEL, NICOLAUS & COMPANY |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 58325 |
| Policy instance | 1 |
| Insurance contract or identification number | 58325 | | Number of Individuals Covered | 25 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $1,574 | | 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 | 58325 |
| Policy instance | 1 |
| Insurance contract or identification number | 58325 | | Number of Individuals Covered | 19 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $1,147 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,147 | | Insurance broker organization code? | 7 | | Insurance broker name | STIFEL, NICOLAUS & COMPANY |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 58325 |
| Policy instance | 1 |
| Insurance contract or identification number | 58325 | | Number of Individuals Covered | 12 | | Insurance policy start date | 2007-01-01 | | Insurance policy end date | 2007-12-31 | | Total amount of commissions paid to insurance broker | USD $1,335 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,335 | | Insurance broker organization code? | 7 | | Insurance broker name | BIRCHTREE FINANCIAL SERVICES INC. |
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