401k Plan data: ALTRA CORPORATION RETIREMENT PLAN plan

ALTRA CORPORATION RETIREMENT PLAN 401k Plan overview

Plan Name	ALTRA CORPORATION RETIREMENT PLAN
Plan identification number	001

ALTRA CORPORATION RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ALTRA CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: ALTRA CORPORATION

Employer identification number (EIN): 462804770

NAIC Classification: 332810

Additional information about ALTRA CORPORATION

Jurisdiction of Incorporation: California Department of State

Incorporation Date: 1961-12-14

Company Identification Number: C0424852

More information about ALTRA CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALTRA CORPORATION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 JEFFREY ALLEN 2019-09-17
001 2017-01-01 JEFFREY ALLEN 2018-09-10
001 2016-01-01 JEFFREY ALLEN 2017-07-11 JEFFREY ALLEN 2017-07-11
001 2015-01-01 JEFFREY ALLEN
001 2014-01-01 JEFF ALLEN
001 2013-05-20 JEFFREY J. ALLEN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	JEFFREY ALLEN	2019-09-17
001	2017-01-01	JEFFREY ALLEN	2018-09-10
001	2016-01-01	JEFFREY ALLEN	2017-07-11	JEFFREY ALLEN	2017-07-11
001	2015-01-01	JEFFREY ALLEN
001	2014-01-01	JEFF ALLEN
001	2013-05-20	JEFFREY J. ALLEN

Plan Statistics for ALTRA CORPORATION RETIREMENT PLAN

401k plan membership statisitcs for ALTRA CORPORATION RETIREMENT PLAN

Measure Date Value
2022: ALTRA CORPORATION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 19
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 14
Total of all active and inactive participants 2022-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 33
Number of participants with account balances 2022-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: ALTRA CORPORATION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 24
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 9
Total of all active and inactive participants 2021-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 33
Number of participants with account balances 2021-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: ALTRA CORPORATION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 24
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 6
Total of all active and inactive participants 2020-01-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 30
Number of participants with account balances 2020-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: ALTRA CORPORATION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 19
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 2
Total of all active and inactive participants 2019-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 21
Number of participants with account balances 2019-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2015: ALTRA CORPORATION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 16
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 2
Total of all active and inactive participants 2015-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 18
Number of participants with account balances 2015-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: ALTRA CORPORATION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 11
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 1
Total of all active and inactive participants 2014-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 12
Number of participants with account balances 2014-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: ALTRA CORPORATION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-05-20 11
Total number of active participants reported on line 7a of the Form 5500 2013-05-20 11
Number of retired or separated participants receiving benefits 2013-05-20 0
Number of other retired or separated participants entitled to future benefits 2013-05-20 0
Total of all active and inactive participants 2013-05-20 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-05-20 0
Total participants 2013-05-20 11
Number of participants with account balances 2013-05-20 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-05-20 0

Measure	Date	Value
2022: ALTRA CORPORATION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	19
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	14
Total of all active and inactive participants	2022-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	33
Number of participants with account balances	2022-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: ALTRA CORPORATION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	24
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	9
Total of all active and inactive participants	2021-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	33
Number of participants with account balances	2021-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: ALTRA CORPORATION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	24
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	6
Total of all active and inactive participants	2020-01-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	30
Number of participants with account balances	2020-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: ALTRA CORPORATION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	19
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	2
Total of all active and inactive participants	2019-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	21
Number of participants with account balances	2019-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2015: ALTRA CORPORATION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	16
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	2
Total of all active and inactive participants	2015-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	18
Number of participants with account balances	2015-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: ALTRA CORPORATION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	11
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	1
Total of all active and inactive participants	2014-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	12
Number of participants with account balances	2014-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: ALTRA CORPORATION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-05-20	11
Total number of active participants reported on line 7a of the Form 5500	2013-05-20	11
Number of retired or separated participants receiving benefits	2013-05-20	0
Number of other retired or separated participants entitled to future benefits	2013-05-20	0
Total of all active and inactive participants	2013-05-20	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-05-20	0
Total participants	2013-05-20	11
Number of participants with account balances	2013-05-20	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-05-20	0

Financial Data on ALTRA CORPORATION RETIREMENT PLAN

Measure	Date	Value
2022 : ALTRA CORPORATION RETIREMENT PLAN 2022 401k financial data
Total plan liabilities at beginning of year	2022-12-31	$173
Total income from all sources	2022-12-31	$-215,084
Expenses. Total of all expenses incurred	2022-12-31	$19,553
Benefits paid (including direct rollovers)	2022-12-31	$15,238
Total plan assets at end of year	2022-12-31	$1,508,081
Total plan assets at beginning of year	2022-12-31	$1,742,891
Value of fidelity bond covering the plan	2022-12-31	$60,000
Total contributions received or receivable from participants	2022-12-31	$56,164
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-307,127
Net income (gross income less expenses)	2022-12-31	$-234,637
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,508,081
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,742,718
Assets. Value of employer securities	2022-12-31	$709,996
Total contributions received or receivable from employer(s)	2022-12-31	$35,879
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$4,315
2021 : ALTRA CORPORATION RETIREMENT PLAN 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$173
Total income from all sources	2021-12-31	$445,223
Expenses. Total of all expenses incurred	2021-12-31	$84,635
Benefits paid (including direct rollovers)	2021-12-31	$81,655
Total plan assets at end of year	2021-12-31	$1,742,891
Total plan assets at beginning of year	2021-12-31	$1,382,130
Value of fidelity bond covering the plan	2021-12-31	$60,000
Total contributions received or receivable from participants	2021-12-31	$78,707
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$316,103
Net income (gross income less expenses)	2021-12-31	$360,588
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,742,718
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,382,130
Assets. Value of employer securities	2021-12-31	$860,638
Total contributions received or receivable from employer(s)	2021-12-31	$50,413
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$2,980
2020 : ALTRA CORPORATION RETIREMENT PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$129,597
Expenses. Total of all expenses incurred	2020-12-31	$14,056
Benefits paid (including direct rollovers)	2020-12-31	$10,755
Total plan assets at end of year	2020-12-31	$1,382,130
Total plan assets at beginning of year	2020-12-31	$1,266,589
Value of fidelity bond covering the plan	2020-12-31	$60,000
Total contributions received or receivable from participants	2020-12-31	$87,227
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$1,443
Other income received	2020-12-31	$-11,950
Net income (gross income less expenses)	2020-12-31	$115,541
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,382,130
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,266,589
Assets. Value of employer securities	2020-12-31	$682,600
Total contributions received or receivable from employer(s)	2020-12-31	$52,877
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$3,301
2019 : ALTRA CORPORATION RETIREMENT PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$201,716
Expenses. Total of all expenses incurred	2019-12-31	$9,136
Benefits paid (including direct rollovers)	2019-12-31	$6,777
Total plan assets at end of year	2019-12-31	$1,266,589
Total plan assets at beginning of year	2019-12-31	$1,074,009
Value of fidelity bond covering the plan	2019-12-31	$60,000
Total contributions received or receivable from participants	2019-12-31	$69,229
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$92,142
Net income (gross income less expenses)	2019-12-31	$192,580
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,266,589
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,074,009
Assets. Value of employer securities	2019-12-31	$789,863
Total contributions received or receivable from employer(s)	2019-12-31	$40,345
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$2,359
2015 : ALTRA CORPORATION RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$25,411
Expenses. Total of all expenses incurred	2015-12-31	$1,661
Benefits paid (including direct rollovers)	2015-12-31	$1,661
Total plan assets at end of year	2015-12-31	$769,544
Total plan assets at beginning of year	2015-12-31	$745,794
Value of fidelity bond covering the plan	2015-12-31	$60,000
Total contributions received or receivable from participants	2015-12-31	$37,980
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-29,004
Net income (gross income less expenses)	2015-12-31	$23,750
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$769,544
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$745,794
Assets. Value of employer securities	2015-12-31	$655,098
Total contributions received or receivable from employer(s)	2015-12-31	$16,435
Value of certain deemed distributions of participant loans	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : ALTRA CORPORATION RETIREMENT PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$85,760
Expenses. Total of all expenses incurred	2014-12-31	$0
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$745,794
Total plan assets at beginning of year	2014-12-31	$660,034
Total contributions received or receivable from participants	2014-12-31	$51,427
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$16,178
Net income (gross income less expenses)	2014-12-31	$85,760
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$745,794
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$660,034
Assets. Value of employer securities	2014-12-31	$677,104
Total contributions received or receivable from employer(s)	2014-12-31	$18,155
Value of certain deemed distributions of participant loans	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
2013 : ALTRA CORPORATION RETIREMENT PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$660,079
Expenses. Total of all expenses incurred	2013-12-31	$45
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$660,034
Total plan assets at beginning of year	2013-12-31	$0
Total contributions received or receivable from participants	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$663,284
Other income received	2013-12-31	$-3,205
Net income (gross income less expenses)	2013-12-31	$660,034
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$660,034
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$0
Assets. Value of employer securities	2013-12-31	$660,000
Total contributions received or receivable from employer(s)	2013-12-31	$0
Value of certain deemed distributions of participant loans	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$45

Form 5500 Responses for ALTRA CORPORATION RETIREMENT PLAN

2022: ALTRA CORPORATION RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ALTRA CORPORATION RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ALTRA CORPORATION RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ALTRA CORPORATION RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2015: ALTRA CORPORATION RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ALTRA CORPORATION RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ALTRA CORPORATION RETIREMENT PLAN 2013 form 5500 responses
2013-05-20	Type of plan entity	Single employer plan
2013-05-20	First time form 5500 has been submitted	Yes
2013-05-20	This return/report is a short plan year return/report (less than 12 months)	Yes
2013-05-20	Plan funding arrangement – Trust	Yes
2013-05-20	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

113837

Policy instance

Insurance contract or identification number	113837
Number of Individuals Covered	27
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $815
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Amount paid for insurance broker fees	815
Additional information about fees paid to insurance broker	TPA FEES PAID, TPA COMPENSATION
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

113837

Policy instance

Insurance contract or identification number	113837
Number of Individuals Covered	24
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $492
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	492
Additional information about fees paid to insurance broker	TPA FEES PAID, TPA COMPENSATION
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

113837

Policy instance

Insurance contract or identification number	113837
Number of Individuals Covered	26
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $408
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	408
Additional information about fees paid to insurance broker	TPA FEES TPA COMPENSATION
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

113837

Policy instance

Insurance contract or identification number	113837
Number of Individuals Covered	19
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $241
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Amount paid for insurance broker fees	149
Additional information about fees paid to insurance broker	TPA FEES TPA COMPENSATION
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

Policy instance

Number of Individuals Covered	12
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $469
Commission paid to Insurance Broker	USD $469
Insurance broker name	EDWARD D. JONES & COMPANY

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

Policy instance

Number of Individuals Covered	12
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $88
Insurance broker name	EDWARD D. JONES & COMPANY

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Company Name:	ALTRA CORPORATION
Employer identification number (EIN):	462804770
NAIC Classification:	332810

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:	1961-12-14
Company Identification Number:	C0424852