401k Plan data: MCCONNAUGHHAY, COONROD, POPE, WEAVER, STERN & THOMAS, PA SAVINGS & RETIREMENT PLAN plan

MCCONNAUGHHAY, COONROD, POPE, WEAVER, STERN & THOMAS, PA SAVINGS & RETIREMENT PLAN 401k Plan overview

Plan Name	MCCONNAUGHHAY, COONROD, POPE, WEAVER, STERN & THOMAS, PA SAVINGS & RETIREMENT PLAN
Plan identification number	001

MCCONNAUGHHAY, COONROD, POPE, WEAVER, STERN & THOMAS, PA SAVINGS & RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MCCONNAUGHHAY DUFFY COONROD POPE & WEAVER, PA has sponsored the creation of one or more 401k plans.

Company Name: MCCONNAUGHHAY DUFFY COONROD POPE & WEAVER, PA

Employer identification number (EIN): 591952362

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MCCONNAUGHHAY, COONROD, POPE, WEAVER, STERN & THOMAS, PA SAVINGS & RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01 TERESA FAULKENBERRY
001 2015-01-01 TERESA FAULKENBERRY
001 2015-01-01
001 2014-01-01 TERESA FAULKENBERRY
001 2013-01-01
001 2012-01-01 R. STEPHEN COONROD R. STEPHEN COONROD 2013-09-23
001 2011-01-01 R. STEPHEN COONROD R. STEPHEN COONROD 2012-10-04
001 2010-01-01 R. STEPHEN COONROD R. STEPHEN COONROD 2011-09-29
001 2009-01-01 R. STEPHEN COONROD R. STEPHEN COONROD 2010-10-13
001 2009-01-01 R. STEPHEN COONROD R. STEPHEN COONROD 2010-10-07
001 2009-01-01 R. STEPHEN COONROD R. STEPHEN COONROD 2010-10-07
001 2009-01-01 R. STEPHEN COONROD R. STEPHEN COONROD 2010-10-07

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01	TERESA FAULKENBERRY
001	2015-01-01	TERESA FAULKENBERRY
001	2015-01-01
001	2014-01-01	TERESA FAULKENBERRY
001	2013-01-01
001	2012-01-01	R. STEPHEN COONROD	R. STEPHEN COONROD	2013-09-23
001	2011-01-01	R. STEPHEN COONROD	R. STEPHEN COONROD	2012-10-04
001	2010-01-01	R. STEPHEN COONROD	R. STEPHEN COONROD	2011-09-29
001	2009-01-01	R. STEPHEN COONROD	R. STEPHEN COONROD	2010-10-13
001	2009-01-01	R. STEPHEN COONROD	R. STEPHEN COONROD	2010-10-07
001	2009-01-01	R. STEPHEN COONROD	R. STEPHEN COONROD	2010-10-07
001	2009-01-01	R. STEPHEN COONROD	R. STEPHEN COONROD	2010-10-07

Plan Statistics for MCCONNAUGHHAY, COONROD, POPE, WEAVER, STERN & THOMAS, PA SAVINGS & RETIREMENT PLAN

401k plan membership statisitcs for MCCONNAUGHHAY, COONROD, POPE, WEAVER, STERN & THOMAS, PA SAVINGS & RETIREMENT PLAN

Measure Date Value
2015: MCCONNAUGHHAY, COONROD, POPE, WEAVER, STERN & THOMAS, PA SAVINGS & RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 114
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 73
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 21
Total of all active and inactive participants 2015-01-01 94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 94
Number of participants with account balances 2015-01-01 94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 9
2014: MCCONNAUGHHAY, COONROD, POPE, WEAVER, STERN & THOMAS, PA SAVINGS & RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 113
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 81
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 30
Total of all active and inactive participants 2014-01-01 111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 111
Number of participants with account balances 2014-01-01 111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 3
2013: MCCONNAUGHHAY, COONROD, POPE, WEAVER, STERN & THOMAS, PA SAVINGS & RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 122
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 72
Number of retired or separated participants receiving benefits 2013-01-01 31
Total of all active and inactive participants 2013-01-01 103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 103
Number of participants with account balances 2013-01-01 103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 7
2012: MCCONNAUGHHAY, COONROD, POPE, WEAVER, STERN & THOMAS, PA SAVINGS & RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 128
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 81
Number of retired or separated participants receiving benefits 2012-01-01 4
Number of other retired or separated participants entitled to future benefits 2012-01-01 28
Total of all active and inactive participants 2012-01-01 113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 113
Number of participants with account balances 2012-01-01 113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 7
2011: MCCONNAUGHHAY, COONROD, POPE, WEAVER, STERN & THOMAS, PA SAVINGS & RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 143
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 96
Number of retired or separated participants receiving benefits 2011-01-01 3
Number of other retired or separated participants entitled to future benefits 2011-01-01 26
Total of all active and inactive participants 2011-01-01 125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 125
Number of participants with account balances 2011-01-01 125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 5
2010: MCCONNAUGHHAY, COONROD, POPE, WEAVER, STERN & THOMAS, PA SAVINGS & RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 155
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 103
Number of retired or separated participants receiving benefits 2010-01-01 3
Number of other retired or separated participants entitled to future benefits 2010-01-01 29
Total of all active and inactive participants 2010-01-01 135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 135
Number of participants with account balances 2010-01-01 135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 13
2009: MCCONNAUGHHAY, COONROD, POPE, WEAVER, STERN & THOMAS, PA SAVINGS & RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 187
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 114
Number of retired or separated participants receiving benefits 2009-01-01 2
Number of other retired or separated participants entitled to future benefits 2009-01-01 31
Total of all active and inactive participants 2009-01-01 147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 147
Number of participants with account balances 2009-01-01 147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 5

Measure	Date	Value
2015: MCCONNAUGHHAY, COONROD, POPE, WEAVER, STERN & THOMAS, PA SAVINGS & RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	114
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	73
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	21
Total of all active and inactive participants	2015-01-01	94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	94
Number of participants with account balances	2015-01-01	94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	9
2014: MCCONNAUGHHAY, COONROD, POPE, WEAVER, STERN & THOMAS, PA SAVINGS & RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	113
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	81
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	30
Total of all active and inactive participants	2014-01-01	111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	111
Number of participants with account balances	2014-01-01	111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	3
2013: MCCONNAUGHHAY, COONROD, POPE, WEAVER, STERN & THOMAS, PA SAVINGS & RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	122
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	72
Number of retired or separated participants receiving benefits	2013-01-01	31
Total of all active and inactive participants	2013-01-01	103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	103
Number of participants with account balances	2013-01-01	103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	7
2012: MCCONNAUGHHAY, COONROD, POPE, WEAVER, STERN & THOMAS, PA SAVINGS & RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	128
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	81
Number of retired or separated participants receiving benefits	2012-01-01	4
Number of other retired or separated participants entitled to future benefits	2012-01-01	28
Total of all active and inactive participants	2012-01-01	113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	113
Number of participants with account balances	2012-01-01	113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	7
2011: MCCONNAUGHHAY, COONROD, POPE, WEAVER, STERN & THOMAS, PA SAVINGS & RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	143
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	96
Number of retired or separated participants receiving benefits	2011-01-01	3
Number of other retired or separated participants entitled to future benefits	2011-01-01	26
Total of all active and inactive participants	2011-01-01	125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	125
Number of participants with account balances	2011-01-01	125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	5
2010: MCCONNAUGHHAY, COONROD, POPE, WEAVER, STERN & THOMAS, PA SAVINGS & RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	155
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	103
Number of retired or separated participants receiving benefits	2010-01-01	3
Number of other retired or separated participants entitled to future benefits	2010-01-01	29
Total of all active and inactive participants	2010-01-01	135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	135
Number of participants with account balances	2010-01-01	135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	13
2009: MCCONNAUGHHAY, COONROD, POPE, WEAVER, STERN & THOMAS, PA SAVINGS & RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	187
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	114
Number of retired or separated participants receiving benefits	2009-01-01	2
Number of other retired or separated participants entitled to future benefits	2009-01-01	31
Total of all active and inactive participants	2009-01-01	147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	147
Number of participants with account balances	2009-01-01	147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	5

Financial Data on MCCONNAUGHHAY, COONROD, POPE, WEAVER, STERN & THOMAS, PA SAVINGS & RETIREMENT PLAN

Measure	Date	Value
2015 : MCCONNAUGHHAY, COONROD, POPE, WEAVER, STERN & THOMAS, PA SAVINGS & RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$901,469
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,852,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,810,441
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$804,054
Value of total assets at end of year	2015-12-31	$14,192,330
Value of total assets at beginning of year	2015-12-31	$15,143,234
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$41,932
Total interest from all sources	2015-12-31	$4,816
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$731,975
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$731,975
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$465,298
Participant contributions at end of year	2015-12-31	$86,144
Participant contributions at beginning of year	2015-12-31	$94,800
Participant contributions at end of year	2015-12-31	$14,644
Participant contributions at beginning of year	2015-12-31	$14,173
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$1,038
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$2,001
Other income not declared elsewhere	2015-12-31	$23,163
Total non interest bearing cash at beginning of year	2015-12-31	$12,614
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-950,904
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$14,192,330
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$15,143,234
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$41,932
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$13,950,154
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$14,877,938
Interest on participant loans	2015-12-31	$4,814
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$19,993
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-1,143,413
Net investment gain/loss from pooled separate accounts	2015-12-31	$480,874
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$338,756
Employer contributions (assets) at end of year	2015-12-31	$120,357
Employer contributions (assets) at beginning of year	2015-12-31	$141,708
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,810,441
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	MAYER HOFFMAN MCCANN, PC
Accountancy firm EIN	2015-12-31	431947695
2014 : MCCONNAUGHHAY, COONROD, POPE, WEAVER, STERN & THOMAS, PA SAVINGS & RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$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	$0
Total income from all sources (including contributions)	2014-12-31	$1,649,922
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$4,027,777
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$4,016,830
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$796,012
Value of total assets at end of year	2014-12-31	$15,143,234
Value of total assets at beginning of year	2014-12-31	$17,521,089
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$10,947
Total interest from all sources	2014-12-31	$3,482
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$600
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$432,470
Participant contributions at end of year	2014-12-31	$94,800
Participant contributions at beginning of year	2014-12-31	$86,555
Participant contributions at end of year	2014-12-31	$14,173
Participant contributions at beginning of year	2014-12-31	$14,926
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$19,232
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$2,001
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$1,443
Administrative expenses (other) incurred	2014-12-31	$10,107
Total non interest bearing cash at end of year	2014-12-31	$12,614
Total non interest bearing cash at beginning of year	2014-12-31	$13,499
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$-2,377,855
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$15,143,234
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$17,521,089
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$240
Value of interest in pooled separate accounts at end of year	2014-12-31	$14,877,938
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$17,257,294
Interest on participant loans	2014-12-31	$3,482
Net investment gain/loss from pooled separate accounts	2014-12-31	$850,428
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$344,310
Employer contributions (assets) at end of year	2014-12-31	$141,708
Employer contributions (assets) at beginning of year	2014-12-31	$147,372
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$4,016,830
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	MAYER HOFFMAN MCCANN, PC
Accountancy firm EIN	2014-12-31	431947695
2013 : MCCONNAUGHHAY, COONROD, POPE, WEAVER, STERN & THOMAS, PA SAVINGS & RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$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	$3,559,670
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$616,738
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$607,197
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$776,222
Value of total assets at end of year	2013-12-31	$17,521,089
Value of total assets at beginning of year	2013-12-31	$14,578,157
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$9,541
Total interest from all sources	2013-12-31	$6,554
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 year	2013-12-31	No
Administrative expenses professional fees incurred	2013-12-31	$150
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$432,040
Participant contributions at end of year	2013-12-31	$86,555
Participant contributions at beginning of year	2013-12-31	$150,477
Participant contributions at end of year	2013-12-31	$14,926
Participant contributions at beginning of year	2013-12-31	$20,564
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$1,443
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$2,300
Administrative expenses (other) incurred	2013-12-31	$9,043
Total non interest bearing cash at end of year	2013-12-31	$13,499
Total non interest bearing cash at beginning of year	2013-12-31	$7,842
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$2,942,932
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$17,521,089
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$14,578,157
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$348
Value of interest in pooled separate accounts at end of year	2013-12-31	$17,257,294
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$14,246,940
Interest on participant loans	2013-12-31	$6,554
Net investment gain/loss from pooled separate accounts	2013-12-31	$2,776,894
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$344,182
Employer contributions (assets) at end of year	2013-12-31	$147,372
Employer contributions (assets) at beginning of year	2013-12-31	$150,034
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$607,197
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	MAYER HOFFMAN MCCANN, PC
Accountancy firm EIN	2013-12-31	431947695
2012 : MCCONNAUGHHAY, COONROD, POPE, WEAVER, STERN & THOMAS, PA SAVINGS & RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$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	$2,618,314
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$800,922
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$793,564
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$803,089
Value of total assets at end of year	2012-12-31	$14,578,157
Value of total assets at beginning of year	2012-12-31	$12,760,765
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$7,358
Total interest from all sources	2012-12-31	$9,546
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 year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$600
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$452,285
Participant contributions at end of year	2012-12-31	$150,477
Participant contributions at beginning of year	2012-12-31	$202,847
Participant contributions at end of year	2012-12-31	$20,564
Participant contributions at beginning of year	2012-12-31	$18,438
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$2,300
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$2,502
Administrative expenses (other) incurred	2012-12-31	$6,342
Total non interest bearing cash at end of year	2012-12-31	$7,842
Total non interest bearing cash at beginning of year	2012-12-31	$11,614
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,817,392
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$14,578,157
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$12,760,765
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$416
Value of interest in pooled separate accounts at end of year	2012-12-31	$14,246,940
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$12,431,063
Interest on participant loans	2012-12-31	$9,546
Net investment gain/loss from pooled separate accounts	2012-12-31	$1,805,679
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$350,804
Employer contributions (assets) at end of year	2012-12-31	$150,034
Employer contributions (assets) at beginning of year	2012-12-31	$94,301
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$793,564
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	MAYER HOFFMAN MCCANN, PC
Accountancy firm EIN	2012-12-31	431947695
2011 : MCCONNAUGHHAY, COONROD, POPE, WEAVER, STERN & THOMAS, PA SAVINGS & RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$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	$462,120
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$613,877
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$606,275
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$892,857
Value of total assets at end of year	2011-12-31	$12,760,765
Value of total assets at beginning of year	2011-12-31	$12,912,522
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$7,602
Total interest from all sources	2011-12-31	$11,313
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 year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$1,200
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$521,551
Participant contributions at end of year	2011-12-31	$202,847
Participant contributions at beginning of year	2011-12-31	$220,281
Participant contributions at end of year	2011-12-31	$18,438
Participant contributions at beginning of year	2011-12-31	$20,571
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$25,159
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$2,502
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$2,901
Administrative expenses (other) incurred	2011-12-31	$5,936
Total non interest bearing cash at end of year	2011-12-31	$11,614
Total non interest bearing cash at beginning of year	2011-12-31	$3,958
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-151,757
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$12,760,765
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$12,912,522
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$466
Value of interest in pooled separate accounts at end of year	2011-12-31	$12,431,063
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$12,524,391
Interest on participant loans	2011-12-31	$11,313
Net investment gain/loss from pooled separate accounts	2011-12-31	$-442,050
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$346,147
Employer contributions (assets) at end of year	2011-12-31	$94,301
Employer contributions (assets) at beginning of year	2011-12-31	$140,420
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$606,275
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	MAYER HOFFMAN MCCANN, PC
Accountancy firm EIN	2011-12-31	431947695
2010 : MCCONNAUGHHAY, COONROD, POPE, WEAVER, STERN & THOMAS, PA SAVINGS & RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$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	$0
Total income from all sources (including contributions)	2010-12-31	$2,446,287
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$806,232
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$800,834
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$906,695
Value of total assets at end of year	2010-12-31	$12,912,522
Value of total assets at beginning of year	2010-12-31	$11,272,467
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$5,398
Total interest from all sources	2010-12-31	$10,173
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$91,580
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$91,580
Administrative expenses professional fees incurred	2010-12-31	$1,138
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$534,167
Participant contributions at end of year	2010-12-31	$220,281
Participant contributions at beginning of year	2010-12-31	$128,233
Participant contributions at end of year	2010-12-31	$20,571
Participant contributions at beginning of year	2010-12-31	$21,910
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$2,901
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$2,100
Administrative expenses (other) incurred	2010-12-31	$3,085
Total non interest bearing cash at end of year	2010-12-31	$3,958
Total non interest bearing cash at beginning of year	2010-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,640,055
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$12,912,522
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$11,272,467
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$1,175
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$10,223,882
Value of interest in pooled separate accounts at end of year	2010-12-31	$12,524,391
Interest on participant loans	2010-12-31	$10,173
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$744,763
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$744,763
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$-516,317
Net investment gain/loss from pooled separate accounts	2010-12-31	$1,954,156
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$372,528
Employer contributions (assets) at end of year	2010-12-31	$140,420
Employer contributions (assets) at beginning of year	2010-12-31	$151,579
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$800,834
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	Yes
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	MAYER HOFFMAN MCCANN, PC
Accountancy firm EIN	2010-12-31	431947695

Form 5500 Responses for MCCONNAUGHHAY, COONROD, POPE, WEAVER, STERN & THOMAS, PA SAVINGS & RETIREMENT PLAN

2015: MCCONNAUGHHAY, COONROD, POPE, WEAVER, STERN & THOMAS, PA SAVINGS & RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MCCONNAUGHHAY, COONROD, POPE, WEAVER, STERN & THOMAS, PA SAVINGS & RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MCCONNAUGHHAY, COONROD, POPE, WEAVER, STERN & THOMAS, PA SAVINGS & RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MCCONNAUGHHAY, COONROD, POPE, WEAVER, STERN & THOMAS, PA SAVINGS & RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MCCONNAUGHHAY, COONROD, POPE, WEAVER, STERN & THOMAS, PA SAVINGS & RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: MCCONNAUGHHAY, COONROD, POPE, WEAVER, STERN & THOMAS, PA SAVINGS & RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: MCCONNAUGHHAY, COONROD, POPE, WEAVER, STERN & THOMAS, PA SAVINGS & RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

96988

Policy instance

Insurance contract or identification number	96988
Number of Individuals Covered	0
Insurance policy start date	2015-01-01
Insurance policy end date	2015-03-02
Total amount of commissions paid to insurance broker	USD $4,867
Total amount of fees paid to insurance company	USD $894
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $4,867
Insurance broker organization code?	6
Amount paid for insurance broker fees	894
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker name	MOORE ELLISON & MCDUFFIE, CPA'S, PA

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

96988

Policy instance

Insurance contract or identification number	96988
Number of Individuals Covered	107
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $54,243
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $44,834
Insurance broker organization code?	6
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker name	T. ROWE PRICE ASSOCIATES, INC.

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

96988

Policy instance

Insurance contract or identification number	96988
Number of Individuals Covered	99
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $41,963
Total amount of fees paid to insurance company	USD $8,079
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $41,963
Insurance broker organization code?	6
Amount paid for insurance broker fees	8077
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker name	FIDELITY MGMT & RESEARCH COMPANY

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

96988

Policy instance

Insurance contract or identification number	96988
Number of Individuals Covered	107
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $37,987
Total amount of fees paid to insurance company	USD $2,945
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $36,385
Insurance broker organization code?	6
Amount paid for insurance broker fees	2945
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker name	MOORE ELLISON & MCDUFFIE, CPA'S, PA

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

96988

Policy instance

Insurance contract or identification number	96988
Number of Individuals Covered	121
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $34,850
Total amount of fees paid to insurance company	USD $11,999
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

96988

Policy instance

Insurance contract or identification number	96988
Number of Individuals Covered	132
Insurance policy start date	2010-06-16
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $50,960
Total amount of fees paid to insurance company	USD $21,094
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $50,960
Insurance broker organization code?	6
Amount paid for insurance broker fees	20169
Additional information about fees paid to insurance broker	TPA COMPENSATION
Insurance broker name	MOORE ELLISON & MCDUFFIE, CPA'S, PA

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Company Name:	MCCONNAUGHHAY DUFFY COONROD POPE & WEAVER, PA
Employer identification number (EIN):	591952362
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers