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FRANKLIN STREET COMMUNICATIONS, INC. 401(K) EMPLOYEE STOCK OWNERSHIP 401k Plan overview

Plan NameFRANKLIN STREET COMMUNICATIONS, INC. 401(K) EMPLOYEE STOCK OWNERSHIP
Plan identification number 002

FRANKLIN STREET COMMUNICATIONS, INC. 401(K) EMPLOYEE STOCK OWNERSHIP 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Stock bonus
  • 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.
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • The employer maintaining this ESOP is an S Corporation
  • 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 requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

FRANKLIN STREET COMMUNICATIONS, INC. has sponsored the creation of one or more 401k plans.

Company Name:FRANKLIN STREET COMMUNICATIONS, INC.
Employer identification number (EIN):541378425
NAIC Classification:541800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FRANKLIN STREET COMMUNICATIONS, INC. 401(K) EMPLOYEE STOCK OWNERSHIP

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01TIMOTHY J. ROBERTS2023-08-23
0022021-01-01TIMOTHY J. ROBERTS2022-10-07
0022020-01-01TIMOTHY J. ROBERTS2021-08-24
0022019-01-01TIMOTHY J. ROBERTS2020-10-07
0022018-01-01TIMOTHY J. ROBERTS2019-10-11
0022018-01-01TIMOTHY J. ROBERTS2020-10-07
0022017-06-07
0022017-06-07TIMOTHY J. ROBERTS2020-10-07

Plan Statistics for FRANKLIN STREET COMMUNICATIONS, INC. 401(K) EMPLOYEE STOCK OWNERSHIP

401k plan membership statisitcs for FRANKLIN STREET COMMUNICATIONS, INC. 401(K) EMPLOYEE STOCK OWNERSHIP

Measure Date Value
2022: FRANKLIN STREET COMMUNICATIONS, INC. 401(K) EMPLOYEE STOCK OWNERSHIP 2022 401k membership
Total participants, beginning-of-year2022-01-0132
Total number of active participants reported on line 7a of the Form 55002022-01-015
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0125
Total of all active and inactive participants2022-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0130
Number of participants with account balances2022-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: FRANKLIN STREET COMMUNICATIONS, INC. 401(K) EMPLOYEE STOCK OWNERSHIP 2021 401k membership
Total participants, beginning-of-year2021-01-0132
Total number of active participants reported on line 7a of the Form 55002021-01-016
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0126
Total of all active and inactive participants2021-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0132
Number of participants with account balances2021-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: FRANKLIN STREET COMMUNICATIONS, INC. 401(K) EMPLOYEE STOCK OWNERSHIP 2020 401k membership
Total participants, beginning-of-year2020-01-0133
Total number of active participants reported on line 7a of the Form 55002020-01-016
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0126
Total of all active and inactive participants2020-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0132
Number of participants with account balances2020-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: FRANKLIN STREET COMMUNICATIONS, INC. 401(K) EMPLOYEE STOCK OWNERSHIP 2019 401k membership
Total participants, beginning-of-year2019-01-0132
Total number of active participants reported on line 7a of the Form 55002019-01-016
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0127
Total of all active and inactive participants2019-01-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0133
Number of participants with account balances2019-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-014
2018: FRANKLIN STREET COMMUNICATIONS, INC. 401(K) EMPLOYEE STOCK OWNERSHIP 2018 401k membership
Total participants, beginning-of-year2018-01-0130
Total number of active participants reported on line 7a of the Form 55002018-01-0111
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0119
Total of all active and inactive participants2018-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0130
Number of participants with account balances2018-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-018
2017: FRANKLIN STREET COMMUNICATIONS, INC. 401(K) EMPLOYEE STOCK OWNERSHIP 2017 401k membership
Total participants, beginning-of-year2017-06-0728
Total number of active participants reported on line 7a of the Form 55002017-06-0716
Number of retired or separated participants receiving benefits2017-06-070
Number of other retired or separated participants entitled to future benefits2017-06-0713
Total of all active and inactive participants2017-06-0729
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-06-070
Total participants2017-06-0729
Number of participants with account balances2017-06-0729
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-06-071

Financial Data on FRANKLIN STREET COMMUNICATIONS, INC. 401(K) EMPLOYEE STOCK OWNERSHIP

Measure Date Value
2022 : FRANKLIN STREET COMMUNICATIONS, INC. 401(K) EMPLOYEE STOCK OWNERSHIP 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$83,825
Total plan liabilities at beginning of year2022-12-31$142,426
Total income from all sources2022-12-31$-85,445
Expenses. Total of all expenses incurred2022-12-31$27,702
Benefits paid (including direct rollovers)2022-12-31$27,702
Total plan assets at end of year2022-12-31$1,352,698
Total plan assets at beginning of year2022-12-31$1,524,446
Value of fidelity bond covering the plan2022-12-31$1,500,000
Total contributions received or receivable from participants2022-12-31$40,655
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-202,934
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-113,147
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,268,873
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,382,020
Assets. Value of participant loans2022-12-31$6,254
Assets. Value of employer securities2022-12-31$402,000
Total contributions received or receivable from employer(s)2022-12-31$76,834
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$0
2021 : FRANKLIN STREET COMMUNICATIONS, INC. 401(K) EMPLOYEE STOCK OWNERSHIP 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$142,426
Total plan liabilities at beginning of year2021-12-31$226,752
Total income from all sources2021-12-31$285,680
Expenses. Total of all expenses incurred2021-12-31$83,765
Benefits paid (including direct rollovers)2021-12-31$70,529
Total plan assets at end of year2021-12-31$1,524,446
Total plan assets at beginning of year2021-12-31$1,406,857
Value of fidelity bond covering the plan2021-12-31$1,500,000
Total contributions received or receivable from participants2021-12-31$40,654
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$131,997
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$201,915
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,382,020
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,180,105
Assets. Value of participant loans2021-12-31$11,791
Assets. Value of employer securities2021-12-31$402,000
Total contributions received or receivable from employer(s)2021-12-31$113,029
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$13,236
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : FRANKLIN STREET COMMUNICATIONS, INC. 401(K) EMPLOYEE STOCK OWNERSHIP 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$226,752
Total plan liabilities at beginning of year2020-12-31$306,973
Total income from all sources2020-12-31$290,763
Expenses. Total of all expenses incurred2020-12-31$861,548
Benefits paid (including direct rollovers)2020-12-31$845,908
Total plan assets at end of year2020-12-31$1,406,857
Total plan assets at beginning of year2020-12-31$2,057,863
Value of fidelity bond covering the plan2020-12-31$1,500,000
Total contributions received or receivable from participants2020-12-31$40,427
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$136,033
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$-570,785
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,180,105
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,750,890
Assets. Value of participant loans2020-12-31$16,761
Assets. Value of employer securities2020-12-31$402,000
Total contributions received or receivable from employer(s)2020-12-31$114,303
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$15,640
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : FRANKLIN STREET COMMUNICATIONS, INC. 401(K) EMPLOYEE STOCK OWNERSHIP 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$306,973
Total plan liabilities at beginning of year2019-12-31$383,290
Total income from all sources2019-12-31$269,959
Expenses. Total of all expenses incurred2019-12-31$107,542
Benefits paid (including direct rollovers)2019-12-31$107,476
Total plan assets at end of year2019-12-31$2,057,863
Total plan assets at beginning of year2019-12-31$1,971,763
Value of fidelity bond covering the plan2019-12-31$150,000
Total contributions received or receivable from participants2019-12-31$56,097
Contributions received from other sources (not participants or employers)2019-12-31$10,069
Other income received2019-12-31$93,219
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$162,417
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,750,890
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,588,473
Assets. Value of participant loans2019-12-31$21,179
Assets. Value of employer securities2019-12-31$395,300
Total contributions received or receivable from employer(s)2019-12-31$110,574
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$66
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : FRANKLIN STREET COMMUNICATIONS, INC. 401(K) EMPLOYEE STOCK OWNERSHIP 2018 401k financial data
Total plan liabilities at end of year2018-12-31$383,290
Total plan liabilities at beginning of year2018-12-31$455,892
Total income from all sources2018-12-31$109,692
Expenses. Total of all expenses incurred2018-12-31$39,678
Benefits paid (including direct rollovers)2018-12-31$39,678
Total plan assets at end of year2018-12-31$1,697,821
Total plan assets at beginning of year2018-12-31$1,627,807
Value of fidelity bond covering the plan2018-12-31$150,000
Total contributions received or receivable from participants2018-12-31$82,544
Other income received2018-12-31$-5,573
Net income (gross income less expenses)2018-12-31$70,014
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,697,821
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,627,807
Assets. Value of participant loans2018-12-31$0
Assets. Value of employer securities2018-12-31$277,405
Total contributions received or receivable from employer(s)2018-12-31$32,721
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$180
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : FRANKLIN STREET COMMUNICATIONS, INC. 401(K) EMPLOYEE STOCK OWNERSHIP 2017 401k financial data
Transfers to/from the plan2017-12-31$1,430,396
Total income from all sources2017-12-31$271,755
Expenses. Total of all expenses incurred2017-12-31$74,344
Benefits paid (including direct rollovers)2017-12-31$74,202
Total plan assets at end of year2017-12-31$1,627,807
Total plan assets at beginning of year2017-12-31$0
Value of fidelity bond covering the plan2017-12-31$150,000
Total contributions received or receivable from participants2017-12-31$22,058
Contributions received from other sources (not participants or employers)2017-12-31$7,812
Other income received2017-12-31$192,908
Net income (gross income less expenses)2017-12-31$197,411
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,627,807
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$0
Assets. Value of participant loans2017-12-31$2,546
Assets. Value of employer securities2017-12-31$183,657
Total contributions received or receivable from employer(s)2017-12-31$48,977
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$142
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0

Form 5500 Responses for FRANKLIN STREET COMMUNICATIONS, INC. 401(K) EMPLOYEE STOCK OWNERSHIP

2022: FRANKLIN STREET COMMUNICATIONS, INC. 401(K) EMPLOYEE STOCK OWNERSHIP 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: FRANKLIN STREET COMMUNICATIONS, INC. 401(K) EMPLOYEE STOCK OWNERSHIP 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: FRANKLIN STREET COMMUNICATIONS, INC. 401(K) EMPLOYEE STOCK OWNERSHIP 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: FRANKLIN STREET COMMUNICATIONS, INC. 401(K) EMPLOYEE STOCK OWNERSHIP 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: FRANKLIN STREET COMMUNICATIONS, INC. 401(K) EMPLOYEE STOCK OWNERSHIP 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: FRANKLIN STREET COMMUNICATIONS, INC. 401(K) EMPLOYEE STOCK OWNERSHIP 2017 form 5500 responses
2017-06-07Type of plan entitySingle employer plan
2017-06-07First time form 5500 has been submittedYes
2017-06-07Submission has been amendedNo
2017-06-07This submission is the final filingNo
2017-06-07This return/report is a short plan year return/report (less than 12 months)Yes
2017-06-07Plan is a collectively bargained planNo
2017-06-07Plan funding arrangement – TrustYes
2017-06-07Plan 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 number23957
Policy instance 1
Insurance contract or identification number23957
Number of Individuals Covered28
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $6,830
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,830
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0
Insurance broker organization code?7
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number23957
Policy instance 1
Insurance contract or identification number23957
Number of Individuals Covered29
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $7,222
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,222
Insurance broker organization code?7
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number23957
Policy instance 1
Insurance contract or identification number23957
Number of Individuals Covered29
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $7,452
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,452
Insurance broker organization code?7
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number23957
Policy instance 1
Insurance contract or identification number23957
Number of Individuals Covered31
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $7,984
Total amount of fees paid to insurance companyUSD $178
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,984
Insurance broker organization code?7
Amount paid for insurance broker fees178
Additional information about fees paid to insurance brokerTPA FEES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number23957
Policy instance 1
Insurance contract or identification number23957
Number of Individuals Covered35
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $7,821
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 $7,821
Insurance broker organization code?7
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number23957
Policy instance 1
Insurance contract or identification number23957
Number of Individuals Covered31
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $7,239
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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