?>
Logo

FAIRLY CONSULTING GROUP, LLC 401(K) PLAN 401k Plan overview

Plan NameFAIRLY CONSULTING GROUP, LLC 401(K) PLAN
Plan identification number 001

FAIRLY CONSULTING GROUP, LLC 401(K) 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.
  • 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

FAIRLY CONSULTING GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name:FAIRLY CONSULTING GROUP, LLC
Employer identification number (EIN):475239878
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Additional information about FAIRLY CONSULTING GROUP, LLC

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2015-10-01
Company Identification Number: 0802304544
Legal Registered Office Address: 1800 S WASHINGTON ST STE 400

AMARILLO
United States of America (USA)
79102

More information about FAIRLY CONSULTING GROUP, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FAIRLY CONSULTING GROUP, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01KYLA HANKS2022-10-12
0012020-01-01MARK RINEHART, CFO2021-10-06
0012019-01-01KYLA HANKS2020-10-13
0012018-01-01
0012017-01-01
0012016-02-01

Plan Statistics for FAIRLY CONSULTING GROUP, LLC 401(K) PLAN

401k plan membership statisitcs for FAIRLY CONSULTING GROUP, LLC 401(K) PLAN

Measure Date Value
2021: FAIRLY CONSULTING GROUP, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01173
Total number of active participants reported on line 7a of the Form 55002021-01-0193
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0195
Total of all active and inactive participants2021-01-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01188
Number of participants with account balances2021-01-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: FAIRLY CONSULTING GROUP, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01153
Total number of active participants reported on line 7a of the Form 55002020-01-01149
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0118
Total of all active and inactive participants2020-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01167
Number of participants with account balances2020-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: FAIRLY CONSULTING GROUP, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01130
Total number of active participants reported on line 7a of the Form 55002019-01-01130
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0116
Total of all active and inactive participants2019-01-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01146
Number of participants with account balances2019-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010

Financial Data on FAIRLY CONSULTING GROUP, LLC 401(K) PLAN

Measure Date Value
2021 : FAIRLY CONSULTING GROUP, LLC 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$5,655,774
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$474,726
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$468,392
Expenses. Certain deemed distributions of participant loans2021-12-31$3,803
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,934,704
Value of total assets at end of year2021-12-31$21,854,792
Value of total assets at beginning of year2021-12-31$16,673,744
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,531
Total interest from all sources2021-12-31$8,176
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,226,312
Participant contributions at end of year2021-12-31$155,754
Participant contributions at beginning of year2021-12-31$172,415
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,109,646
Administrative expenses (other) incurred2021-12-31$1,400
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$5,181,048
Value of net assets at end of year (total assets less liabilities)2021-12-31$21,854,792
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$16,673,744
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$21,690,291
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$16,496,534
Interest on participant loans2021-12-31$8,176
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,712,894
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$598,746
Employer contributions (assets) at end of year2021-12-31$8,747
Employer contributions (assets) at beginning of year2021-12-31$4,795
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$468,392
Contract administrator fees2021-12-31$1,131
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BROWN, GRAHAM & COMPANY, P.C..
Accountancy firm EIN2021-12-31751386677
2020 : FAIRLY CONSULTING GROUP, LLC 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$5,195,027
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$218,493
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$215,596
Expenses. Certain deemed distributions of participant loans2020-12-31$673
Value of total corrective distributions2020-12-31$100
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,577,725
Value of total assets at end of year2020-12-31$16,673,744
Value of total assets at beginning of year2020-12-31$11,697,210
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,124
Total interest from all sources2020-12-31$10,487
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,099,574
Participant contributions at end of year2020-12-31$172,415
Participant contributions at beginning of year2020-12-31$182,153
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$952,596
Administrative expenses (other) incurred2020-12-31$1,075
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,976,534
Value of net assets at end of year (total assets less liabilities)2020-12-31$16,673,744
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$11,697,210
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$16,496,534
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$11,508,094
Interest on participant loans2020-12-31$10,487
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,606,815
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$525,555
Employer contributions (assets) at end of year2020-12-31$4,795
Employer contributions (assets) at beginning of year2020-12-31$6,963
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$215,596
Contract administrator fees2020-12-31$1,049
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BROWN, GRAHAM & COMPANY, P.C..
Accountancy firm EIN2020-12-31751386677
2019 : FAIRLY CONSULTING GROUP, LLC 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,993,043
Total income from all sources (including contributions)2019-12-31$3,993,043
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$305,497
Total of all expenses incurred2019-12-31$305,497
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$297,926
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$297,926
Expenses. Certain deemed distributions of participant loans2019-12-31$4,689
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,020,679
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,020,679
Value of total assets at end of year2019-12-31$11,697,210
Value of total assets at end of year2019-12-31$11,697,210
Value of total assets at beginning of year2019-12-31$8,009,664
Value of total assets at beginning of year2019-12-31$8,009,664
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,882
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,882
Total interest from all sources2019-12-31$8,266
Total interest from all sources2019-12-31$8,266
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$902,652
Contributions received from participants2019-12-31$902,652
Participant contributions at end of year2019-12-31$182,153
Participant contributions at end of year2019-12-31$182,153
Participant contributions at beginning of year2019-12-31$111,236
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$689,533
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$689,533
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,687,546
Value of net income/loss2019-12-31$3,687,546
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,697,210
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,009,664
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,009,664
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$1,925
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,508,094
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,896,087
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,896,087
Interest on participant loans2019-12-31$8,266
Interest on participant loans2019-12-31$8,266
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,964,098
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,964,098
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$428,494
Contributions received in cash from employer2019-12-31$428,494
Employer contributions (assets) at end of year2019-12-31$6,963
Employer contributions (assets) at end of year2019-12-31$6,963
Employer contributions (assets) at beginning of year2019-12-31$2,341
Employer contributions (assets) at beginning of year2019-12-31$2,341
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$297,926
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$297,926
Contract administrator fees2019-12-31$957
Contract administrator fees2019-12-31$957
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BROWN, GRAHAM & COMPANY, P.C..
Accountancy firm name2019-12-31BROWN, GRAHAM & COMPANY, P.C..
Accountancy firm EIN2019-12-31751386677
Accountancy firm EIN2019-12-31751386677

Form 5500 Responses for FAIRLY CONSULTING GROUP, LLC 401(K) PLAN

2021: FAIRLY CONSULTING GROUP, LLC 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: FAIRLY CONSULTING GROUP, LLC 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: FAIRLY CONSULTING GROUP, LLC 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan 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 number123099
Policy instance 1
Insurance contract or identification number123099
Number of Individuals Covered161
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $7,461
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?No
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
Amount paid for insurance broker fees7461
Additional information about fees paid to insurance brokerSALES/ADMINISTRATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number123099
Policy instance 1
Insurance contract or identification number123099
Number of Individuals Covered161
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $7,461
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?No
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
Amount paid for insurance broker fees7461
Additional information about fees paid to insurance brokerSALES/ADMINISTRATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number123099
Policy instance 1
Insurance contract or identification number123099
Number of Individuals Covered144
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $6,802
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?No
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
Amount paid for insurance broker fees6802
Additional information about fees paid to insurance brokerSALES/ADMINISTRATION
Insurance broker organization code?5

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3