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CHALLENGE ENTERPRISES OF NORTH FLORIDA, INC. HEALTH & WELFARE RETIREMENT PLAN & TRUST 401k Plan overview

Plan NameCHALLENGE ENTERPRISES OF NORTH FLORIDA, INC. HEALTH & WELFARE RETIREMENT PLAN & TRUST
Plan identification number 002

CHALLENGE ENTERPRISES OF NORTH FLORIDA, INC. HEALTH & WELFARE RETIREMENT PLAN & TRUST 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CHALLENGE ENTERPRISES OF NORTH FLORIDA, INC. has sponsored the creation of one or more 401k plans.

Company Name:CHALLENGE ENTERPRISES OF NORTH FLORIDA, INC.
Employer identification number (EIN):591478621
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about CHALLENGE ENTERPRISES OF NORTH FLORIDA, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1972-10-02
Company Identification Number: 724466
Legal Registered Office Address: 1269 KINGSLEY AVENUE

ORANGE PARK

32073

More information about CHALLENGE ENTERPRISES OF NORTH FLORIDA, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHALLENGE ENTERPRISES OF NORTH FLORIDA, INC. HEALTH & WELFARE RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022015-01-01NANCY KEATING
0022014-01-01NANCY C. KEATING
0022013-01-01NANCY C. KEATING, EXECUTIVE DIR.
0022012-01-01NANCY C. KEATING, EXECUTIVE DIR.
0022011-01-01NANCY C KEATING EXECUTIVE DIR
0022010-01-01NANCY C KEATING EXECUTIVE DIR
0022009-01-01NANCY C KEATING EXECUTIVE DIR
0022009-01-01NANCY C KEATING EXECUTIVE DIR

Plan Statistics for CHALLENGE ENTERPRISES OF NORTH FLORIDA, INC. HEALTH & WELFARE RETIREMENT PLAN & TRUST

401k plan membership statisitcs for CHALLENGE ENTERPRISES OF NORTH FLORIDA, INC. HEALTH & WELFARE RETIREMENT PLAN & TRUST

Measure Date Value
2015: CHALLENGE ENTERPRISES OF NORTH FLORIDA, INC. HEALTH & WELFARE RETIREMENT PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01302
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-010
Number of participants with account balances2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CHALLENGE ENTERPRISES OF NORTH FLORIDA, INC. HEALTH & WELFARE RETIREMENT PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01262
Total number of active participants reported on line 7a of the Form 55002014-01-01191
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01111
Total of all active and inactive participants2014-01-01302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01302
Number of participants with account balances2014-01-01277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CHALLENGE ENTERPRISES OF NORTH FLORIDA, INC. HEALTH & WELFARE RETIREMENT PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01241
Total number of active participants reported on line 7a of the Form 55002013-01-01170
Number of other retired or separated participants entitled to future benefits2013-01-0192
Total of all active and inactive participants2013-01-01262
Total participants2013-01-01262
2012: CHALLENGE ENTERPRISES OF NORTH FLORIDA, INC. HEALTH & WELFARE RETIREMENT PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01342
Total number of active participants reported on line 7a of the Form 55002012-01-01177
Number of other retired or separated participants entitled to future benefits2012-01-0164
Total of all active and inactive participants2012-01-01241
Total participants2012-01-01241
2011: CHALLENGE ENTERPRISES OF NORTH FLORIDA, INC. HEALTH & WELFARE RETIREMENT PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01299
Total number of active participants reported on line 7a of the Form 55002011-01-01194
Number of other retired or separated participants entitled to future benefits2011-01-01148
Total of all active and inactive participants2011-01-01342
Total participants2011-01-01342
2010: CHALLENGE ENTERPRISES OF NORTH FLORIDA, INC. HEALTH & WELFARE RETIREMENT PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-01256
Total number of active participants reported on line 7a of the Form 55002010-01-01175
Number of other retired or separated participants entitled to future benefits2010-01-01124
Total of all active and inactive participants2010-01-01299
Total participants2010-01-01299
2009: CHALLENGE ENTERPRISES OF NORTH FLORIDA, INC. HEALTH & WELFARE RETIREMENT PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01343
Total number of active participants reported on line 7a of the Form 55002009-01-01149
Number of other retired or separated participants entitled to future benefits2009-01-01107
Total of all active and inactive participants2009-01-01256
Total participants2009-01-01256

Financial Data on CHALLENGE ENTERPRISES OF NORTH FLORIDA, INC. HEALTH & WELFARE RETIREMENT PLAN & TRUST

Measure Date Value
2015 : CHALLENGE ENTERPRISES OF NORTH FLORIDA, INC. HEALTH & WELFARE RETIREMENT PLAN & TRUST 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-07-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-07-31$0
Total unrealized appreciation/depreciation of assets2015-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-07-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-07-31$0
Expenses. Interest paid2015-07-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-07-31$0
Total income from all sources (including contributions)2015-07-31$25,019
Total loss/gain on sale of assets2015-07-31$0
Total of all expenses incurred2015-07-31$805,608
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-07-31$784,329
Expenses. Certain deemed distributions of participant loans2015-07-31$0
Value of total corrective distributions2015-07-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-07-31$6,183
Value of total assets at end of year2015-07-31$0
Value of total assets at beginning of year2015-07-31$780,589
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-07-31$21,279
Total income from rents2015-07-31$0
Total interest from all sources2015-07-31$5
Total dividends received (eg from common stock, registered investment company shares)2015-07-31$2,635
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-07-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2015-07-31$0
Total dividends received from registered investment company shares (eg mutual funds)2015-07-31$2,635
Assets. Real estate other than employer real property at end of year2015-07-31$0
Assets. Real estate other than employer real property at beginning of year2015-07-31$0
Administrative expenses professional fees incurred2015-07-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-07-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-07-31$0
Was this plan covered by a fidelity bond2015-07-31Yes
Value of fidelity bond cover2015-07-31$1,000,000
If this is an individual account plan, was there a blackout period2015-07-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-07-31$0
Were there any nonexempt tranactions with any party-in-interest2015-07-31No
Contributions received from participants2015-07-31$0
Participant contributions at end of year2015-07-31$0
Participant contributions at beginning of year2015-07-31$0
Participant contributions at end of year2015-07-31$0
Participant contributions at beginning of year2015-07-31$0
Assets. Other investments not covered elsewhere at end of year2015-07-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-07-31$3,522
Income. Received or receivable in cash from other sources (including rollovers)2015-07-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-07-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-07-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-07-31$0
Assets. Loans (other than to participants) at end of year2015-07-31$0
Assets. Loans (other than to participants) at beginning of year2015-07-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-07-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-07-31$0
Other income not declared elsewhere2015-07-31$0
Administrative expenses (other) incurred2015-07-31$0
Total non interest bearing cash at end of year2015-07-31$0
Total non interest bearing cash at beginning of year2015-07-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-07-31No
Income. Non cash contributions2015-07-31$0
Value of net income/loss2015-07-31$-780,589
Value of net assets at end of year (total assets less liabilities)2015-07-31$0
Value of net assets at beginning of year (total assets less liabilities)2015-07-31$780,589
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-07-31No
Were any leases to which the plan was party in default or uncollectible2015-07-31No
Assets. partnership/joint venture interests at end of year2015-07-31$0
Assets. partnership/joint venture interests at beginning of year2015-07-31$0
Investment advisory and management fees2015-07-31$3,643
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-07-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-07-31$776,012
Interest on participant loans2015-07-31$0
Income. Interest from loans (other than to participants)2015-07-31$0
Interest earned on other investments2015-07-31$5
Income. Interest from US Government securities2015-07-31$0
Income. Interest from corporate debt instruments2015-07-31$0
Value of interest in master investment trust accounts at end of year2015-07-31$0
Value of interest in master investment trust accounts at beginning of year2015-07-31$0
Value of interest in common/collective trusts at end of year2015-07-31$0
Value of interest in common/collective trusts at beginning of year2015-07-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-07-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-07-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-07-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-07-31$0
Assets. Value of investments in 103.12 investment entities at end of year2015-07-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2015-07-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-07-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-07-31$1,055
Expenses. Payments to insurance carriers foe the provision of benefits2015-07-31$0
Asset value of US Government securities at end of year2015-07-31$0
Asset value of US Government securities at beginning of year2015-07-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-07-31$16,196
Net investment gain/loss from pooled separate accounts2015-07-31$0
Net investment gain or loss from common/collective trusts2015-07-31$0
Net gain/loss from 103.12 investment entities2015-07-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-07-31No
Was there a failure to transmit to the plan any participant contributions2015-07-31No
Has the plan failed to provide any benefit when due under the plan2015-07-31No
Assets. Invements in employer securities at end of year2015-07-31$0
Assets. Invements in employer securities at beginning of year2015-07-31$0
Assets. Value of employer real property at end of year2015-07-31$0
Assets. Value of employer real property at beginning of year2015-07-31$0
Contributions received in cash from employer2015-07-31$6,183
Employer contributions (assets) at end of year2015-07-31$0
Employer contributions (assets) at beginning of year2015-07-31$0
Income. Dividends from preferred stock2015-07-31$0
Income. Dividends from common stock2015-07-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-07-31$784,329
Asset. Corporate debt instrument preferred debt at end of year2015-07-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2015-07-31$0
Asset. Corporate debt instrument debt (other) at end of year2015-07-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-07-31$0
Contract administrator fees2015-07-31$17,636
Assets. Corporate common stocks other than exployer securities at end of year2015-07-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-07-31$0
Liabilities. Value of benefit claims payable at end of year2015-07-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-07-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2015-07-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-07-31$0
Did the plan have assets held for investment2015-07-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-07-31Yes
Aggregate proceeds on sale of assets2015-07-31$0
Aggregate carrying amount (costs) on sale of assets2015-07-31$0
Liabilities. Value of acquisition indebtedness at end of year2015-07-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-07-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-07-31Yes
Opinion of an independent qualified public accountant for this plan2015-07-31Disclaimer
Accountancy firm name2015-07-31BAS PARTNERS, CPA
Accountancy firm EIN2015-07-31208779390
2014 : CHALLENGE ENTERPRISES OF NORTH FLORIDA, INC. HEALTH & WELFARE RETIREMENT PLAN & TRUST 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$0
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$3,129
Expenses. Interest paid2014-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$0
Total income from all sources (including contributions)2014-12-31$141,704
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$97,839
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$62,572
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$101,239
Value of total assets at end of year2014-12-31$780,589
Value of total assets at beginning of year2014-12-31$739,853
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$35,267
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$373
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$55,313
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$55,313
Assets. Real estate other than employer real property at end of year2014-12-31$0
Assets. Real estate other than employer real property at beginning of year2014-12-31$0
Administrative expenses professional fees incurred2014-12-31$10,100
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
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$0
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Assets. Other investments not covered elsewhere at end of year2014-12-31$3,522
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Assets. Loans (other than to participants) at end of year2014-12-31$0
Assets. Loans (other than to participants) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$5,987
Administrative expenses (other) incurred2014-12-31$0
Liabilities. Value of operating payables at end of year2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$3,129
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$9,173
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
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$43,865
Value of net assets at end of year (total assets less liabilities)2014-12-31$780,589
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$736,724
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
Assets. partnership/joint venture interests at end of year2014-12-31$0
Assets. partnership/joint venture interests at beginning of year2014-12-31$0
Investment advisory and management fees2014-12-31$8,777
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$776,012
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$721,434
Interest on participant loans2014-12-31$0
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$373
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Value of interest in master investment trust accounts at end of year2014-12-31$0
Value of interest in master investment trust accounts at beginning of year2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,055
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Asset value of US Government securities at end of year2014-12-31$0
Asset value of US Government securities at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-21,208
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$0
Net gain/loss from 103.12 investment entities2014-12-31$0
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
Assets. Invements in employer securities at end of year2014-12-31$0
Assets. Invements in employer securities at beginning of year2014-12-31$0
Assets. Value of employer real property at end of year2014-12-31$0
Assets. Value of employer real property at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$101,239
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$9,246
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$62,572
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$0
Contract administrator fees2014-12-31$16,390
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$0
Liabilities. Value of benefit claims payable at end of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$0
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
Aggregate proceeds on sale of assets2014-12-31$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
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 name2014-12-31BAS PARTNERS, CPA
Accountancy firm EIN2014-12-31208779390
2013 : CHALLENGE ENTERPRISES OF NORTH FLORIDA, INC. HEALTH & WELFARE RETIREMENT PLAN & TRUST 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$3,129
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$318
Total income from all sources (including contributions)2013-12-31$120,256
Total of all expenses incurred2013-12-31$105,516
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$58,845
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$122,563
Value of total assets at end of year2013-12-31$739,853
Value of total assets at beginning of year2013-12-31$722,302
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$46,671
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$8,100
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$85,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Administrative expenses (other) incurred2013-12-31$466
Liabilities. Value of operating payables at end of year2013-12-31$3,129
Total non interest bearing cash at end of year2013-12-31$9,173
Total non interest bearing cash at beginning of year2013-12-31$36
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$14,740
Value of net assets at end of year (total assets less liabilities)2013-12-31$736,724
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$721,984
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
Investment advisory and management fees2013-12-31$17,690
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$721,434
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$713,892
Value of interest in common/collective trusts at end of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$-2,307
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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$122,563
Employer contributions (assets) at end of year2013-12-31$9,246
Employer contributions (assets) at beginning of year2013-12-31$8,374
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$58,845
Contract administrator fees2013-12-31$20,415
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$318
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 name2013-12-31KING, SHORES & PRESTON CPAS
Accountancy firm EIN2013-12-31541643141
2012 : CHALLENGE ENTERPRISES OF NORTH FLORIDA, INC. HEALTH & WELFARE RETIREMENT PLAN & TRUST 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$318
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$4,685
Total income from all sources (including contributions)2012-12-31$134,772
Total of all expenses incurred2012-12-31$101,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$51,932
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$136,443
Value of total assets at end of year2012-12-31$722,302
Value of total assets at beginning of year2012-12-31$693,196
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$49,367
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$8,719
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$80,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Total non interest bearing cash at end of year2012-12-31$36
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$33,473
Value of net assets at end of year (total assets less liabilities)2012-12-31$721,984
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$688,511
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
Investment advisory and management fees2012-12-31$17,912
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$713,892
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$683,910
Value of interest in common/collective trusts at end of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$-1,671
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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$136,443
Employer contributions (assets) at end of year2012-12-31$8,374
Employer contributions (assets) at beginning of year2012-12-31$9,286
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$51,932
Contract administrator fees2012-12-31$22,736
Liabilities. Value of benefit claims payable at end of year2012-12-31$318
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$4,685
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 name2012-12-31KING, SHORES & PRESTON CPAS
Accountancy firm EIN2012-12-31541643141
2011 : CHALLENGE ENTERPRISES OF NORTH FLORIDA, INC. HEALTH & WELFARE RETIREMENT PLAN & TRUST 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$4,685
Total income from all sources (including contributions)2011-12-31$136,341
Total of all expenses incurred2011-12-31$87,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$46,814
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$138,309
Value of total assets at end of year2011-12-31$693,196
Value of total assets at beginning of year2011-12-31$639,178
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$40,194
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$74,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$49,333
Value of net assets at end of year (total assets less liabilities)2011-12-31$688,511
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$639,178
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
Investment advisory and management fees2011-12-31$17,141
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$683,910
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$621,501
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,968
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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$138,309
Employer contributions (assets) at end of year2011-12-31$9,286
Employer contributions (assets) at beginning of year2011-12-31$17,677
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$46,814
Contract administrator fees2011-12-31$23,053
Liabilities. Value of benefit claims payable at end of year2011-12-31$4,685
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 name2011-12-31KING, SHORES & PRESTON CPAS
Accountancy firm EIN2011-12-31541643141
2010 : CHALLENGE ENTERPRISES OF NORTH FLORIDA, INC. HEALTH & WELFARE RETIREMENT PLAN & TRUST 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$156,786
Total of all expenses incurred2010-12-31$98,285
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$56,763
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$158,067
Value of total assets at end of year2010-12-31$639,178
Value of total assets at beginning of year2010-12-31$580,677
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$41,522
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$75,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Administrative expenses (other) incurred2010-12-31$5,000
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$58,501
Value of net assets at end of year (total assets less liabilities)2010-12-31$639,178
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$580,677
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
Investment advisory and management fees2010-12-31$15,707
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$621,501
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$555,604
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$-1,281
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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$158,067
Employer contributions (assets) at end of year2010-12-31$17,677
Employer contributions (assets) at beginning of year2010-12-31$25,073
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$56,763
Contract administrator fees2010-12-31$20,815
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 name2010-12-31COLE & KING, LLC
Accountancy firm EIN2010-12-31541643141

Form 5500 Responses for CHALLENGE ENTERPRISES OF NORTH FLORIDA, INC. HEALTH & WELFARE RETIREMENT PLAN & TRUST

2015: CHALLENGE ENTERPRISES OF NORTH FLORIDA, INC. HEALTH & WELFARE RETIREMENT PLAN & TRUST 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 filingYes
2015-01-01This return/report is a short plan year return/report (less than 12 months)Yes
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: CHALLENGE ENTERPRISES OF NORTH FLORIDA, INC. HEALTH & WELFARE RETIREMENT PLAN & TRUST 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: CHALLENGE ENTERPRISES OF NORTH FLORIDA, INC. HEALTH & WELFARE RETIREMENT PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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: CHALLENGE ENTERPRISES OF NORTH FLORIDA, INC. HEALTH & WELFARE RETIREMENT PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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: CHALLENGE ENTERPRISES OF NORTH FLORIDA, INC. HEALTH & WELFARE RETIREMENT PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CHALLENGE ENTERPRISES OF NORTH FLORIDA, INC. HEALTH & WELFARE RETIREMENT PLAN & TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CHALLENGE ENTERPRISES OF NORTH FLORIDA, INC. HEALTH & WELFARE RETIREMENT PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
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

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number370052-01
Policy instance 1
Insurance contract or identification number370052-01
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-07-31
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?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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number370052-01
Policy instance 1
Insurance contract or identification number370052-01
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $4
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?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 $4
Insurance broker organization code?3
Insurance broker nameRESOURCE HORIZONS GROUP LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number27678
Policy instance 2
Insurance contract or identification number27678
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $1,033
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?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 $1,033
Insurance broker organization code?3
Insurance broker nameRESOURCE HORIZONS INS. AGENCY LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number27678
Policy instance 1
Insurance contract or identification number27678
Number of Individuals Covered282
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $6,284
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or 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 $6,284
Insurance broker organization code?3
Insurance broker nameRESOURCE HORIZONS INS. AGENCY, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number27678
Policy instance 1
Insurance contract or identification number27678
Number of Individuals Covered330
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $6,274
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or 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 $1,368
Insurance broker organization code?3
Insurance broker nameRESOURCE HORIZONS INS. AGENCY, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number27678
Policy instance 1
Insurance contract or identification number27678
Number of Individuals Covered343
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $6,996
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number27678
Policy instance 1
Insurance contract or identification number27678
Number of Individuals Covered308
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $7,333
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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