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FIRST POTOMAC REALTY INVESTMENT, LP 401(K) PLAN 401k Plan overview

Plan NameFIRST POTOMAC REALTY INVESTMENT, LP 401(K) PLAN
Plan identification number 001

FIRST POTOMAC REALTY INVESTMENT, LP 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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

FIRST POTOMAC REALTY TRUST has sponsored the creation of one or more 401k plans.

Company Name:FIRST POTOMAC REALTY TRUST
Employer identification number (EIN):522057842
NAIC Classification:531390
NAIC Description:Other Activities Related to Real Estate

Additional information about FIRST POTOMAC REALTY TRUST

Jurisdiction of Incorporation: Maryland Secretary of State
Incorporation Date:
Company Identification Number: D07472541

More information about FIRST POTOMAC REALTY TRUST

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FIRST POTOMAC REALTY INVESTMENT, LP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01FADWA HASAN
0012012-01-01AMY BARKER AMY BARKER2013-09-23
0012011-01-01AMY BARKER AMY BARKER2012-09-20
0012009-01-01AMY BARKER

Plan Statistics for FIRST POTOMAC REALTY INVESTMENT, LP 401(K) PLAN

401k plan membership statisitcs for FIRST POTOMAC REALTY INVESTMENT, LP 401(K) PLAN

Measure Date Value
2017: FIRST POTOMAC REALTY INVESTMENT, LP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01187
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0140
Total of all active and inactive participants2017-01-0140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0140
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: FIRST POTOMAC REALTY INVESTMENT, LP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01203
Total number of active participants reported on line 7a of the Form 55002016-01-01123
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0160
Total of all active and inactive participants2016-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01183
Number of participants with account balances2016-01-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-016
2015: FIRST POTOMAC REALTY INVESTMENT, LP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01237
Total number of active participants reported on line 7a of the Form 55002015-01-01150
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0152
Total of all active and inactive participants2015-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01202
Number of participants with account balances2015-01-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0112
2014: FIRST POTOMAC REALTY INVESTMENT, LP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01172
Total number of active participants reported on line 7a of the Form 55002014-01-01170
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0162
Total of all active and inactive participants2014-01-01232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01232
Number of participants with account balances2014-01-01219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0120
2013: FIRST POTOMAC REALTY INVESTMENT, LP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01160
Total number of active participants reported on line 7a of the Form 55002013-01-01148
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0122
Total of all active and inactive participants2013-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01170
Number of participants with account balances2013-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0116
2012: FIRST POTOMAC REALTY INVESTMENT, LP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01153
Total number of active participants reported on line 7a of the Form 55002012-01-01145
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0115
Total of all active and inactive participants2012-01-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01160
Number of participants with account balances2012-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: FIRST POTOMAC REALTY INVESTMENT, LP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01145
Total number of active participants reported on line 7a of the Form 55002011-01-01122
Number of other retired or separated participants entitled to future benefits2011-01-0131
Total of all active and inactive participants2011-01-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01153
Number of participants with account balances2011-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2009: FIRST POTOMAC REALTY INVESTMENT, LP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01118
Total number of active participants reported on line 7a of the Form 55002009-01-01128
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-015
Total of all active and inactive participants2009-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01133
Number of participants with account balances2009-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on FIRST POTOMAC REALTY INVESTMENT, LP 401(K) PLAN

Measure Date Value
2017 : FIRST POTOMAC REALTY INVESTMENT, LP 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,626,814
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$13,142,323
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$13,136,336
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,600,263
Value of total assets at end of year2017-12-31$2,054,316
Value of total assets at beginning of year2017-12-31$11,569,825
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,987
Total interest from all sources2017-12-31$10,067
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$747,215
Participant contributions at end of year2017-12-31$68,420
Participant contributions at beginning of year2017-12-31$207,379
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$428,956
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-9,515,509
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,054,316
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$11,569,825
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$1,985,896
Value of interest in pooled separate accounts at beginning of year2017-12-31$10,756,770
Income. Interest from loans (other than to participants)2017-12-31$10,067
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$605,676
Net investment gain/loss from pooled separate accounts2017-12-31$2,016,484
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$424,092
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$13,136,336
Contract administrator fees2017-12-31$5,987
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31COHN REZNICK
Accountancy firm EIN2017-12-31221478099
2016 : FIRST POTOMAC REALTY INVESTMENT, LP 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$2,627,002
Total of all expenses incurred2016-12-31$2,322,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,316,903
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,679,702
Value of total assets at end of year2016-12-31$11,569,825
Value of total assets at beginning of year2016-12-31$11,265,664
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,938
Total interest from all sources2016-12-31$10,937
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$887,886
Participant contributions at end of year2016-12-31$207,379
Participant contributions at beginning of year2016-12-31$210,171
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$257,404
Other income not declared elsewhere2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$304,161
Value of net assets at end of year (total assets less liabilities)2016-12-31$11,569,825
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$11,265,664
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$10,756,770
Value of interest in pooled separate accounts at beginning of year2016-12-31$10,599,425
Interest on participant loans2016-12-31$10,937
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$605,676
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$456,068
Net investment gain/loss from pooled separate accounts2016-12-31$936,363
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$534,412
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,316,903
Contract administrator fees2016-12-31$5,938
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31COHN REZNICK
Accountancy firm EIN2016-12-31221478099
2015 : FIRST POTOMAC REALTY INVESTMENT, LP 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$1,518,068
Total of all expenses incurred2015-12-31$2,611,006
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,562,599
Expenses. Certain deemed distributions of participant loans2015-12-31$43,691
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,593,274
Value of total assets at end of year2015-12-31$11,265,664
Value of total assets at beginning of year2015-12-31$12,358,602
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,716
Total interest from all sources2015-12-31$11,882
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$987,445
Participant contributions at end of year2015-12-31$210,171
Participant contributions at beginning of year2015-12-31$320,225
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$23,487
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,092,938
Value of net assets at end of year (total assets less liabilities)2015-12-31$11,265,664
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$12,358,602
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$10,599,425
Value of interest in pooled separate accounts at beginning of year2015-12-31$11,563,532
Interest on participant loans2015-12-31$11,882
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$456,068
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$474,845
Net investment gain/loss from pooled separate accounts2015-12-31$-87,088
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$582,342
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,562,599
Contract administrator fees2015-12-31$4,716
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31COHN REZNICK
Accountancy firm EIN2015-12-31221478099
2014 : FIRST POTOMAC REALTY INVESTMENT, LP 401(K) PLAN 2014 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,354,083
Total of all expenses incurred2014-12-31$1,194,451
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,192,173
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,615,463
Value of total assets at end of year2014-12-31$12,358,602
Value of total assets at beginning of year2014-12-31$11,198,970
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,278
Total interest from all sources2014-12-31$11,935
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$902,459
Participant contributions at end of year2014-12-31$320,225
Participant contributions at beginning of year2014-12-31$215,544
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$125,737
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,159,632
Value of net assets at end of year (total assets less liabilities)2014-12-31$12,358,602
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$11,198,970
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$11,563,532
Value of interest in pooled separate accounts at beginning of year2014-12-31$10,541,163
Interest on participant loans2014-12-31$11,935
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$474,845
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$442,263
Net investment gain/loss from pooled separate accounts2014-12-31$726,685
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$587,267
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,192,173
Contract administrator fees2014-12-31$2,278
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31COHN REZNICK
Accountancy firm EIN2014-12-31221478099
2013 : FIRST POTOMAC REALTY INVESTMENT, LP 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,419,000
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$948,068
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$913,414
Value of total corrective distributions2013-12-31$29,464
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,474,361
Value of total assets at end of year2013-12-31$11,198,970
Value of total assets at beginning of year2013-12-31$8,728,038
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$5,190
Total interest from all sources2013-12-31$7,543
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$759,460
Participant contributions at end of year2013-12-31$215,544
Participant contributions at beginning of year2013-12-31$185,117
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$176,077
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,470,932
Value of net assets at end of year (total assets less liabilities)2013-12-31$11,198,970
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,728,038
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$10,541,163
Value of interest in pooled separate accounts at beginning of year2013-12-31$8,104,563
Interest on participant loans2013-12-31$7,543
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$442,263
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$438,358
Net investment gain/loss from pooled separate accounts2013-12-31$1,937,096
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$538,824
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$913,414
Contract administrator fees2013-12-31$5,190
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31COHN REZNICK
Accountancy firm EIN2013-12-31221478099
2012 : FIRST POTOMAC REALTY INVESTMENT, LP 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,746,093
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$698,737
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$688,623
Expenses. Certain deemed distributions of participant loans2012-12-31$2,537
Value of total corrective distributions2012-12-31$4,835
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,689,684
Value of total assets at end of year2012-12-31$8,728,038
Value of total assets at beginning of year2012-12-31$6,680,682
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,742
Total interest from all sources2012-12-31$8,143
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$726,399
Participant contributions at end of year2012-12-31$185,117
Participant contributions at beginning of year2012-12-31$184,551
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$449,892
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,047,356
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,728,038
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,680,682
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,496,131
Value of interest in pooled separate accounts at end of year2012-12-31$8,104,563
Value of interest in pooled separate accounts at beginning of year2012-12-31$0
Interest on participant loans2012-12-31$8,143
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$438,358
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$1,048,266
Net investment gain or loss from common/collective trusts2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$513,393
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$688,623
Contract administrator fees2012-12-31$2,742
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31COHN REZNICK
Accountancy firm EIN2012-12-31221478099
2011 : FIRST POTOMAC REALTY INVESTMENT, LP 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$979,123
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$429,162
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$403,872
Value of total corrective distributions2011-12-31$22,368
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,264,975
Value of total assets at end of year2011-12-31$6,680,682
Value of total assets at beginning of year2011-12-31$6,130,721
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,922
Total interest from all sources2011-12-31$9,339
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$648,041
Participant contributions at end of year2011-12-31$184,551
Participant contributions at beginning of year2011-12-31$201,398
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$159,991
Administrative expenses (other) incurred2011-12-31$2,350
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$4,857
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$549,961
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,680,682
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,130,721
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$6,496,131
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,924,466
Value of interest in pooled separate accounts at end of year2011-12-31$0
Value of interest in pooled separate accounts at beginning of year2011-12-31$0
Interest on participant loans2011-12-31$9,339
Net investment gain/loss from pooled separate accounts2011-12-31$-295,191
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$456,943
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$403,872
Contract administrator fees2011-12-31$572
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31REZNICK GROUP
Accountancy firm EIN2011-12-31521088612
2010 : FIRST POTOMAC REALTY INVESTMENT, LP 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$4,735
Total income from all sources (including contributions)2010-12-31$2,113,977
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$650,853
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$613,180
Expenses. Certain deemed distributions of participant loans2010-12-31$13,152
Value of total corrective distributions2010-12-31$21,019
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,295,858
Value of total assets at end of year2010-12-31$6,130,721
Value of total assets at beginning of year2010-12-31$4,672,332
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,502
Total interest from all sources2010-12-31$10,296
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$655,522
Participant contributions at end of year2010-12-31$201,398
Participant contributions at beginning of year2010-12-31$221,361
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$163,260
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$4,735
Other income not declared elsewhere2010-12-31$4,735
Administrative expenses (other) incurred2010-12-31$3,050
Total non interest bearing cash at end of year2010-12-31$4,857
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,463,124
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,130,721
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,667,597
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$5,924,466
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,329,269
Value of interest in pooled separate accounts at end of year2010-12-31$0
Value of interest in pooled separate accounts at beginning of year2010-12-31$121,702
Interest on participant loans2010-12-31$10,296
Net investment gain/loss from pooled separate accounts2010-12-31$803,088
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$477,076
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$613,180
Contract administrator fees2010-12-31$452
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31REZNICK GROUP, P.C.
Accountancy firm EIN2010-12-31521088612
2009 : FIRST POTOMAC REALTY INVESTMENT, LP 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for FIRST POTOMAC REALTY INVESTMENT, LP 401(K) PLAN

2017: FIRST POTOMAC REALTY INVESTMENT, LP 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: FIRST POTOMAC REALTY INVESTMENT, LP 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: FIRST POTOMAC REALTY INVESTMENT, LP 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: FIRST POTOMAC REALTY INVESTMENT, LP 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FIRST POTOMAC REALTY INVESTMENT, LP 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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
2012: FIRST POTOMAC REALTY INVESTMENT, LP 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: FIRST POTOMAC REALTY INVESTMENT, LP 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: FIRST POTOMAC REALTY INVESTMENT, LP 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan 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 number86796
Policy instance 1
Insurance contract or identification number86796
Number of Individuals Covered40
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $30,258
Total amount of fees paid to insurance companyUSD $6,054
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?Yes
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
Commission paid to Insurance BrokerUSD $30,258
Insurance broker organization code?3
Amount paid for insurance broker fees6054
Insurance broker nameNEWPORT GROUP, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number86796
Policy instance 1
Insurance contract or identification number86796
Number of Individuals Covered191
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $29,076
Total amount of fees paid to insurance companyUSD $5,860
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $29,076
Insurance broker organization code?3
Amount paid for insurance broker fees5860
Additional information about fees paid to insurance brokerTPA COMPENSATION, OTHER ALLOWANCES
Insurance broker nameVERISIGHT, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number86796
Policy instance 1
Insurance contract or identification number86796
Number of Individuals Covered203
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $28,283
Total amount of fees paid to insurance companyUSD $9,468
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $28,283
Insurance broker organization code?3
Amount paid for insurance broker fees9468
Additional information about fees paid to insurance brokerFEES PAID
Insurance broker nameVERISIGHT, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number86796
Policy instance 1
Insurance contract or identification number86796
Number of Individuals Covered159
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $23,802
Total amount of fees paid to insurance companyUSD $9,522
Are there contracts with allocated funds for individual policies?No
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?Yes
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
Commission paid to Insurance BrokerUSD $23,802
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Amount paid for insurance broker fees9522
Insurance broker nameVERISIGHT, INC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number86796
Policy instance 1
Insurance contract or identification number86796
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $19,228
Total amount of fees paid to insurance companyUSD $5,787
Are there contracts with allocated funds for individual policies?No
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?Yes
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
Commission paid to Insurance BrokerUSD $19,228
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Amount paid for insurance broker fees5787
Insurance broker nameVERISIGHT, INC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number86796
Policy instance 1
Insurance contract or identification number86796
Number of Individuals Covered122
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $16,225
Total amount of fees paid to insurance companyUSD $5,610
Are there contracts with allocated funds for individual policies?No
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?Yes
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number86796
Policy instance 1
Insurance contract or identification number86796
Number of Individuals Covered118
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $18,421
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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?Yes
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
Commission paid to Insurance BrokerUSD $12,645
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Insurance broker nameRSM MCGLADREY, INC.
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number6-11558
Policy instance 2
Insurance contract or identification number6-11558
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $233
Total amount of fees paid to insurance companyUSD $15
Are there contracts with allocated funds for individual policies?No
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
Commission paid to Insurance BrokerUSD $233
Amount paid for insurance broker fees15
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameINTERSECURITIES INSURANCE AGENCY IN

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