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THE GUNN GROUP RETIREMENT PLAN 401k Plan overview

Plan NameTHE GUNN GROUP RETIREMENT PLAN
Plan identification number 001

THE GUNN GROUP RETIREMENT PLAN Benefits

401k Plan TypeDefined 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.

401k Sponsoring company profile

WILLIAM GUNN INSURANCE AGENCY, INC. has sponsored the creation of one or more 401k plans.

Company Name:WILLIAM GUNN INSURANCE AGENCY, INC.
Employer identification number (EIN):463517025
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Additional information about WILLIAM GUNN INSURANCE AGENCY, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 2005-03-14
Company Identification Number: 3176283
Legal Registered Office Address: TIMOTHY GUNN
225 CENTRAL PARK W., STE 1620
NEW YORK
United States of America (USA)
10024

More information about WILLIAM GUNN INSURANCE AGENCY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE GUNN GROUP RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01WILLIAM D. GUNN, JR.
0012016-07-01WILLIAM D. GUNN,JR. WILLIAM D. GUNN,JR.2017-12-12
0012015-07-01WILLIAM D. GUNN,JR. WILLIAM D. GUNN,JR.2017-12-12
0012015-07-01 WILLIAM D. GUNN,JR.2017-01-17
0012014-07-01WILLIAM D. GUNN,JR. WILLIAM D.GUNN,JR.2015-11-04
0012013-08-27WILLIAM D. GUNN, JR. WILLIAM D. GUNN, JR.2015-03-04
0012013-01-01WILLIAM GUNN

Plan Statistics for THE GUNN GROUP RETIREMENT PLAN

401k plan membership statisitcs for THE GUNN GROUP RETIREMENT PLAN

Measure Date Value
2022: THE GUNN GROUP RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-011
Total number of active participants reported on line 7a of the Form 55002022-07-011
Number of retired or separated participants receiving benefits2022-07-010
Number of other retired or separated participants entitled to future benefits2022-07-010
Total of all active and inactive participants2022-07-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-010
Total participants2022-07-011
Number of participants with account balances2022-07-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-010
2021: THE GUNN GROUP RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-011
Total number of active participants reported on line 7a of the Form 55002021-07-011
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-010
Total of all active and inactive participants2021-07-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-011
Number of participants with account balances2021-07-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: THE GUNN GROUP RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-011
Total number of active participants reported on line 7a of the Form 55002020-07-011
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-010
Total of all active and inactive participants2020-07-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-011
Number of participants with account balances2020-07-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: THE GUNN GROUP RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-011
Total number of active participants reported on line 7a of the Form 55002019-07-011
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-010
Total of all active and inactive participants2019-07-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-011
Number of participants with account balances2019-07-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: THE GUNN GROUP RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-011
Total number of active participants reported on line 7a of the Form 55002018-07-011
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-010
Total of all active and inactive participants2018-07-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-011
Number of participants with account balances2018-07-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: THE GUNN GROUP RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-012
Total number of active participants reported on line 7a of the Form 55002017-07-011
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-010
Total of all active and inactive participants2017-07-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-011
Number of participants with account balances2017-07-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: THE GUNN GROUP RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-012
Total number of active participants reported on line 7a of the Form 55002016-07-012
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-010
Total of all active and inactive participants2016-07-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-012
Number of participants with account balances2016-07-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: THE GUNN GROUP RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-012
Total number of active participants reported on line 7a of the Form 55002015-07-012
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-010
Total of all active and inactive participants2015-07-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-012
Number of participants with account balances2015-07-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: THE GUNN GROUP RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-012
Total number of active participants reported on line 7a of the Form 55002014-07-012
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-010
Total of all active and inactive participants2014-07-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-012
Number of participants with account balances2014-07-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: THE GUNN GROUP RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-08-271
Total number of active participants reported on line 7a of the Form 55002013-08-272
Number of retired or separated participants receiving benefits2013-08-270
Number of other retired or separated participants entitled to future benefits2013-08-270
Total of all active and inactive participants2013-08-272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-08-270
Total participants2013-08-272
Number of participants with account balances2013-08-271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-08-270
Total participants, beginning-of-year2013-01-010
Total number of active participants reported on line 7a of the Form 55002013-01-011
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011
Number of participants with account balances2013-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010

Financial Data on THE GUNN GROUP RETIREMENT PLAN

Measure Date Value
2023 : THE GUNN GROUP RETIREMENT PLAN 2023 401k financial data
Total income from all sources2023-06-30$2,056
Expenses. Total of all expenses incurred2023-06-30$0
Total plan assets at end of year2023-06-30$65,936
Total plan assets at beginning of year2023-06-30$63,880
Value of fidelity bond covering the plan2023-06-30$100,000
Other income received2023-06-30$2,056
Net income (gross income less expenses)2023-06-30$2,056
Net plan assets at end of year (total assets less liabilities)2023-06-30$65,936
Net plan assets at beginning of year (total assets less liabilities)2023-06-30$63,880
Assets. Value of employer securities2023-06-30$64,690
2022 : THE GUNN GROUP RETIREMENT PLAN 2022 401k financial data
Total income from all sources2022-06-30$-59,718
Expenses. Total of all expenses incurred2022-06-30$0
Total plan assets at end of year2022-06-30$63,880
Total plan assets at beginning of year2022-06-30$123,598
Value of fidelity bond covering the plan2022-06-30$100,000
Other income received2022-06-30$-59,718
Net income (gross income less expenses)2022-06-30$-59,718
Net plan assets at end of year (total assets less liabilities)2022-06-30$63,880
Net plan assets at beginning of year (total assets less liabilities)2022-06-30$123,598
Assets. Value of employer securities2022-06-30$62,667
2021 : THE GUNN GROUP RETIREMENT PLAN 2021 401k financial data
Total income from all sources2021-06-30$76,773
Expenses. Total of all expenses incurred2021-06-30$0
Total plan assets at end of year2021-06-30$123,598
Total plan assets at beginning of year2021-06-30$46,825
Value of fidelity bond covering the plan2021-06-30$100,000
Other income received2021-06-30$76,773
Net income (gross income less expenses)2021-06-30$76,773
Net plan assets at end of year (total assets less liabilities)2021-06-30$123,598
Net plan assets at beginning of year (total assets less liabilities)2021-06-30$46,825
Assets. Value of employer securities2021-06-30$122,119
2020 : THE GUNN GROUP RETIREMENT PLAN 2020 401k financial data
Total income from all sources2020-06-30$-15,372
Expenses. Total of all expenses incurred2020-06-30$0
Total plan assets at end of year2020-06-30$46,825
Total plan assets at beginning of year2020-06-30$62,197
Value of fidelity bond covering the plan2020-06-30$100,000
Other income received2020-06-30$-15,372
Net income (gross income less expenses)2020-06-30$-15,372
Net plan assets at end of year (total assets less liabilities)2020-06-30$46,825
Net plan assets at beginning of year (total assets less liabilities)2020-06-30$62,197
Assets. Value of employer securities2020-06-30$45,597
2018 : THE GUNN GROUP RETIREMENT PLAN 2018 401k financial data
Total income from all sources2018-06-30$20,774
Expenses. Total of all expenses incurred2018-06-30$1,083
Benefits paid (including direct rollovers)2018-06-30$944
Total plan assets at end of year2018-06-30$57,342
Total plan assets at beginning of year2018-06-30$37,651
Value of fidelity bond covering the plan2018-06-30$100,000
Other income received2018-06-30$20,774
Net income (gross income less expenses)2018-06-30$19,691
Net plan assets at end of year (total assets less liabilities)2018-06-30$57,342
Net plan assets at beginning of year (total assets less liabilities)2018-06-30$37,651
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022018-06-30$152
Assets. Value of employer securities2018-06-30$56,133
Expenses. Administrative service providers (salaries,fees and commissions)2018-06-30$139
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
2017 : THE GUNN GROUP RETIREMENT PLAN 2017 401k financial data
Total income from all sources2017-06-30$3,289
Expenses. Total of all expenses incurred2017-06-30$113
Total plan assets at end of year2017-06-30$37,651
Total plan assets at beginning of year2017-06-30$34,475
Value of fidelity bond covering the plan2017-06-30$100,000
Other income received2017-06-30$3,289
Net income (gross income less expenses)2017-06-30$3,176
Net plan assets at end of year (total assets less liabilities)2017-06-30$37,651
Net plan assets at beginning of year (total assets less liabilities)2017-06-30$34,475
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022017-06-30$152
Assets. Value of employer securities2017-06-30$35,526
Expenses. Administrative service providers (salaries,fees and commissions)2017-06-30$113
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-06-30$0
2016 : THE GUNN GROUP RETIREMENT PLAN 2016 401k financial data
Total income from all sources2016-06-30$-44,208
Expenses. Total of all expenses incurred2016-06-30$86
Total plan assets at end of year2016-06-30$34,164
Total plan assets at beginning of year2016-06-30$78,458
Value of fidelity bond covering the plan2016-06-30$100,000
Total contributions received or receivable from participants2016-06-30$152
Other income received2016-06-30$-44,208
Net income (gross income less expenses)2016-06-30$-44,294
Net plan assets at end of year (total assets less liabilities)2016-06-30$34,164
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$78,458
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022016-06-30$152
Assets. Value of employer securities2016-06-30$32,500
Total contributions received or receivable from employer(s)2016-06-30$152
Expenses. Administrative service providers (salaries,fees and commissions)2016-06-30$86
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
2015 : THE GUNN GROUP RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-06-30$47,668
Expenses. Total of all expenses incurred2015-06-30$0
Total plan assets at end of year2015-06-30$78,458
Total plan assets at beginning of year2015-06-30$30,790
Value of fidelity bond covering the plan2015-06-30$100,000
Total contributions received or receivable from participants2015-06-30$249
Contributions received from other sources (not participants or employers)2015-06-30$934
Other income received2015-06-30$46,236
Net income (gross income less expenses)2015-06-30$47,668
Net plan assets at end of year (total assets less liabilities)2015-06-30$78,458
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$30,790
Assets. Value of employer securities2015-06-30$76,702
Total contributions received or receivable from employer(s)2015-06-30$249
2014 : THE GUNN GROUP RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-06-30$30,795
Expenses. Total of all expenses incurred2014-06-30$5
Benefits paid (including direct rollovers)2014-06-30$5
Total plan assets at end of year2014-06-30$30,790
Value of fidelity bond covering the plan2014-06-30$100,000
Total contributions received or receivable from participants2014-06-30$165
Contributions received from other sources (not participants or employers)2014-06-30$47,494
Other income received2014-06-30$-17,029
Net income (gross income less expenses)2014-06-30$30,790
Net plan assets at end of year (total assets less liabilities)2014-06-30$30,790
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$0
Assets. Value of employer securities2014-06-30$30,450
Total contributions received or receivable from employer(s)2014-06-30$165
2013 : THE GUNN GROUP RETIREMENT PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$48,919
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$48,919
Total plan assets at beginning of year2013-12-31$0
Value of fidelity bond covering the plan2013-12-31$0
Total contributions received or receivable from participants2013-12-31$48,919
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$0
Net income (gross income less expenses)2013-12-31$48,919
Net plan assets at end of year (total assets less liabilities)2013-12-31$48,919
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$0

Form 5500 Responses for THE GUNN GROUP RETIREMENT PLAN

2022: THE GUNN GROUP RETIREMENT PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement – InsuranceYes
2022-07-01Plan benefit arrangement - TrustYes
2021: THE GUNN GROUP RETIREMENT PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: THE GUNN GROUP RETIREMENT PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: THE GUNN GROUP RETIREMENT PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: THE GUNN GROUP RETIREMENT PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: THE GUNN GROUP RETIREMENT PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: THE GUNN GROUP RETIREMENT PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: THE GUNN GROUP RETIREMENT PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedYes
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: THE GUNN GROUP RETIREMENT PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: THE GUNN GROUP RETIREMENT PLAN 2013 form 5500 responses
2013-08-27Type of plan entitySingle employer plan
2013-08-27First time form 5500 has been submittedYes
2013-08-27Submission has been amendedYes
2013-08-27This submission is the final filingNo
2013-08-27This return/report is a short plan year return/report (less than 12 months)Yes
2013-08-27Plan is a collectively bargained planNo
2013-08-27Plan funding arrangement – TrustYes
2013-08-27Plan benefit arrangement - TrustYes
2013-01-01Type of plan entitySingle employer plan
2013-01-01First time form 5500 has been submittedYes
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number118179
Policy instance 1
Insurance contract or identification number118179
Number of Individuals Covered1
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number118179
Policy instance 1
Insurance contract or identification number118179
Number of Individuals Covered1
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number118179
Policy instance 1
Insurance contract or identification number118179
Number of Individuals Covered1
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number118179
Policy instance 1
Insurance contract or identification number118179
Number of Individuals Covered1
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number118179
Policy instance 1
Insurance contract or identification number118179
Number of Individuals Covered1
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number118179
Policy instance 1
Insurance contract or identification number118179
Number of Individuals Covered1
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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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