CMMS, INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CMMS, IN 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2022: CMMS, IN 401(K) PROFIT SHARING PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 39 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 33 |
| 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 | 3 |
| Total of all active and inactive participants | 2022-01-01 | 36 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 36 |
| Number of participants with account balances | 2022-01-01 | 20 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: CMMS, IN 401(K) PROFIT SHARING PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 36 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 31 |
| 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 | 7 |
| Total of all active and inactive participants | 2021-01-01 | 38 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 38 |
| Number of participants with account balances | 2021-01-01 | 21 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: CMMS, IN 401(K) PROFIT SHARING PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 31 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 32 |
| 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 | 5 |
| Total of all active and inactive participants | 2020-01-01 | 37 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 37 |
| Number of participants with account balances | 2020-01-01 | 22 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 1 |
| 2019: CMMS, IN 401(K) PROFIT SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 29 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 30 |
| 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 | 3 |
| Total of all active and inactive participants | 2019-01-01 | 33 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 33 |
| 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 |
| 2018: CMMS, IN 401(K) PROFIT SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 16 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 26 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 1 |
| Total of all active and inactive participants | 2018-01-01 | 27 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 27 |
| Number of participants with account balances | 2018-01-01 | 18 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: CMMS, IN 401(K) PROFIT SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 16 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 15 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 4 |
| Total of all active and inactive participants | 2017-01-01 | 19 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 19 |
| Number of participants with account balances | 2017-01-01 | 15 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 2 |
| 2016: CMMS, IN 401(K) PROFIT SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 20 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 18 |
| 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 | 18 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 18 |
| Number of participants with account balances | 2016-01-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 2 |
| 2015: CMMS, IN 401(K) PROFIT SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 14 |
| 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 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 2 |
| 2014: CMMS, IN 401(K) PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-07-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 13 |
| Number of retired or separated participants receiving benefits | 2014-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-07-01 | 0 |
| Total of all active and inactive participants | 2014-07-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-07-01 | 0 |
| Total participants | 2014-07-01 | 13 |
| Number of participants with account balances | 2014-07-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-07-01 | 0 |
| Measure | Date | Value |
|---|
| 2022 : CMMS, IN 401(K) PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $118,630 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $123,994 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $114,330 |
| Total plan assets at end of year | 2022-12-31 | $1,112,219 |
| Total plan assets at beginning of year | 2022-12-31 | $1,117,583 |
| Value of fidelity bond covering the plan | 2022-12-31 | $125,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $17,219 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $9,664 |
| Other income received | 2022-12-31 | $101,411 |
| Net income (gross income less expenses) | 2022-12-31 | $-5,364 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,112,219 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,117,583 |
| Assets. Value of participant loans | 2022-12-31 | $41,868 |
| Assets. Value of employer securities | 2022-12-31 | $522,180 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $0 |
| 2021 : CMMS, IN 401(K) PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $101,899 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $72,178 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $61,870 |
| Total plan assets at end of year | 2021-12-31 | $1,117,583 |
| Total plan assets at beginning of year | 2021-12-31 | $1,087,862 |
| Value of fidelity bond covering the plan | 2021-12-31 | $125,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $17,573 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $10,308 |
| Other income received | 2021-12-31 | $84,326 |
| Net income (gross income less expenses) | 2021-12-31 | $29,721 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,117,583 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,087,862 |
| Assets. Value of participant loans | 2021-12-31 | $68,093 |
| Assets. Value of employer securities | 2021-12-31 | $409,738 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $0 |
| 2020 : CMMS, IN 401(K) PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $225,111 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $70,445 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $59,906 |
| Total plan assets at end of year | 2020-12-31 | $1,087,862 |
| Total plan assets at beginning of year | 2020-12-31 | $933,196 |
| Value of fidelity bond covering the plan | 2020-12-31 | $125,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $22,012 |
| Other income received | 2020-12-31 | $203,099 |
| Net income (gross income less expenses) | 2020-12-31 | $154,666 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,087,862 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $933,196 |
| Assets. Value of employer securities | 2020-12-31 | $473,817 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $10,539 |
| 2019 : CMMS, IN 401(K) PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $47,672 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $59,622 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $52,019 |
| Total plan assets at end of year | 2019-12-31 | $933,196 |
| Total plan assets at beginning of year | 2019-12-31 | $945,146 |
| Value of fidelity bond covering the plan | 2019-12-31 | $125,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $24,541 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $7,603 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $4,347 |
| Other income received | 2019-12-31 | $18,784 |
| Net income (gross income less expenses) | 2019-12-31 | $-11,950 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $933,196 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $945,146 |
| Assets. Value of employer real property | 2019-12-31 | $415,338 |
| 2018 : CMMS, IN 401(K) PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $185,012 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $164,376 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $157,867 |
| Total plan assets at end of year | 2018-12-31 | $945,146 |
| Total plan assets at beginning of year | 2018-12-31 | $924,510 |
| Value of fidelity bond covering the plan | 2018-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $17,966 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $6,509 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $147,185 |
| Other income received | 2018-12-31 | $19,861 |
| Net income (gross income less expenses) | 2018-12-31 | $20,636 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $945,146 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $924,510 |
| Assets. Value of employer real property | 2018-12-31 | $527,357 |
| 2017 : CMMS, IN 401(K) PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $314,128 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $4,594 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $1,538 |
| Total plan assets at end of year | 2017-12-31 | $924,510 |
| Total plan assets at beginning of year | 2017-12-31 | $614,976 |
| Value of fidelity bond covering the plan | 2017-12-31 | $55,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $6,295 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $3,056 |
| Other income received | 2017-12-31 | $307,833 |
| Net income (gross income less expenses) | 2017-12-31 | $309,534 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $924,510 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $614,976 |
| Assets. Value of employer real property | 2017-12-31 | $528,355 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $0 |
| 2016 : CMMS, IN 401(K) PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $100,942 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $2,021 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $1,522 |
| Total plan assets at end of year | 2016-12-31 | $614,976 |
| Total plan assets at beginning of year | 2016-12-31 | $516,055 |
| Value of fidelity bond covering the plan | 2016-12-31 | $55,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $15,119 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $499 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $25,000 |
| Other income received | 2016-12-31 | $51,702 |
| Net income (gross income less expenses) | 2016-12-31 | $98,921 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $614,976 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $516,055 |
| Assets. Value of employer real property | 2016-12-31 | $282,375 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $9,121 |
| 2015 : CMMS, IN 401(K) PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $212,257 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $50,052 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $49,975 |
| Total plan assets at end of year | 2015-12-31 | $516,055 |
| Total plan assets at beginning of year | 2015-12-31 | $353,850 |
| Value of fidelity bond covering the plan | 2015-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $12,496 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $77 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $195,627 |
| Other income received | 2015-12-31 | $-4,180 |
| Net income (gross income less expenses) | 2015-12-31 | $162,205 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $516,055 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $353,850 |
| Assets. Value of employer real property | 2015-12-31 | $226,000 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $8,314 |
| 2014 : CMMS, IN 401(K) PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $353,898 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $48 |
| Total plan assets at end of year | 2014-12-31 | $353,850 |
| Total plan assets at beginning of year | 2014-12-31 | $0 |
| Value of fidelity bond covering the plan | 2014-12-31 | $25,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $5,396 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $48 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $342,187 |
| Other income received | 2014-12-31 | $1,662 |
| Net income (gross income less expenses) | 2014-12-31 | $353,850 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $353,850 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $0 |
| Assets. Value of employer real property | 2014-12-31 | $128,590 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $4,653 |
| 2022: CMMS, IN 401(K) PROFIT SHARING 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 - Trust | Yes |
| 2021: CMMS, IN 401(K) PROFIT SHARING 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: CMMS, IN 401(K) PROFIT SHARING 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: CMMS, IN 401(K) PROFIT SHARING 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 |
| 2018: CMMS, IN 401(K) PROFIT SHARING PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: CMMS, IN 401(K) PROFIT SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: CMMS, IN 401(K) PROFIT SHARING 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 | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: CMMS, IN 401(K) PROFIT SHARING 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 – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: CMMS, IN 401(K) PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-07-01 | Type of plan entity | Single employer plan |
| 2014-07-01 | First time form 5500 has been submitted | Yes |
| 2014-07-01 | Submission has been amended | No |
| 2014-07-01 | This submission is the final filing | No |
| 2014-07-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2014-07-01 | Plan is a collectively bargained plan | No |
| 2014-07-01 | Plan funding arrangement – Trust | Yes |
| 2014-07-01 | Plan benefit arrangement - Trust | Yes |
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 130274 |
| Policy instance | 1 |
| Insurance contract or identification number | 130274 | | Number of Individuals Covered | 25 | | 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 $69,000 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Amount paid for insurance broker fees | 69000 | | Additional information about fees paid to insurance broker | 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 | 130274 |
| Policy instance | 1 |
| Insurance contract or identification number | 130274 | | Number of Individuals Covered | 26 | | 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 $567 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Amount paid for insurance broker fees | 567 | | Additional information about fees paid to insurance broker | 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 | 130274 |
| Policy instance | 1 |
| Insurance contract or identification number | 130274 | | Number of Individuals Covered | 27 | | 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 $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Amount paid for insurance broker fees | 1562 | | Additional information about fees paid to insurance broker | TPA COMPENSATION | | Insurance broker organization code? | 5 |
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| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 130274 |
| Policy instance | 1 |
| Insurance contract or identification number | 130274 | | Number of Individuals Covered | 24 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $1,735 | | Total amount of fees paid to insurance company | USD $1,248 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Commission paid to Insurance Broker | USD $1,735 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Additional information about fees paid to insurance broker | TPA COMPENSATION |
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| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 130274 |
| Policy instance | 1 |
| Insurance contract or identification number | 130274 | | Number of Individuals Covered | 22 | | Insurance policy start date | 2018-07-25 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $1,027 | | Total amount of fees paid to insurance company | USD $616 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Commission paid to Insurance Broker | USD $1,027 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 616 | | Additional information about fees paid to insurance broker | TPA COMPENSATION |
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| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 130274 |
| Policy instance | 1 |
| Insurance contract or identification number | 130274 | | Number of Individuals Covered | 21 | | Insurance policy start date | 2017-07-25 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $1,914 | | Total amount of fees paid to insurance company | USD $950 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Commission paid to Insurance Broker | USD $1,914 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 950 | | Additional information about fees paid to insurance broker | TPA COMPENSATION | | Insurance broker name | SHEAKLEY PENSION |
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