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EAST & WESTBROOK RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameEAST & WESTBROOK RETIREMENT SAVINGS PLAN
Plan identification number 002

EAST & WESTBROOK RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

EAST AND WESTBROOK CONSTRUCTION COMPANY, INC has sponsored the creation of one or more 401k plans.

Company Name:EAST AND WESTBROOK CONSTRUCTION COMPANY, INC
Employer identification number (EIN):610911916
NAIC Classification:237990
NAIC Description:Other Heavy and Civil Engineering Construction

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EAST & WESTBROOK RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-10-01JONATHAN WESTBROOK2023-07-05
0022020-10-01DANA RICE2022-06-20
0022019-10-01DANA RICE2021-07-08
0022018-10-01DANA RICE2020-06-18
0022017-10-01DANA RICE2019-06-28

Plan Statistics for EAST & WESTBROOK RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for EAST & WESTBROOK RETIREMENT SAVINGS PLAN

Measure Date Value
2021: EAST & WESTBROOK RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-01322
Total number of active participants reported on line 7a of the Form 55002021-10-01218
Number of retired or separated participants receiving benefits2021-10-010
Number of other retired or separated participants entitled to future benefits2021-10-01163
Total of all active and inactive participants2021-10-01381
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-010
Total participants2021-10-01381
Number of participants with account balances2021-10-01324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-010
2020: EAST & WESTBROOK RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-01270
Total number of active participants reported on line 7a of the Form 55002020-10-01203
Number of retired or separated participants receiving benefits2020-10-010
Number of other retired or separated participants entitled to future benefits2020-10-01119
Total of all active and inactive participants2020-10-01322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-010
Total participants2020-10-01322
Number of participants with account balances2020-10-01283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-010
2019: EAST & WESTBROOK RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-01136
Total number of active participants reported on line 7a of the Form 55002019-10-01205
Number of retired or separated participants receiving benefits2019-10-010
Number of other retired or separated participants entitled to future benefits2019-10-0165
Total of all active and inactive participants2019-10-01270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-010
Total participants2019-10-01270
Number of participants with account balances2019-10-01229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-010
2018: EAST & WESTBROOK RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-01127
Total number of active participants reported on line 7a of the Form 55002018-10-01121
Number of retired or separated participants receiving benefits2018-10-0115
Total of all active and inactive participants2018-10-01136
Total participants2018-10-01136
Number of participants with account balances2018-10-01120
2017: EAST & WESTBROOK RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-0180
Total number of active participants reported on line 7a of the Form 55002017-10-01116
Number of retired or separated participants receiving benefits2017-10-0111
Total of all active and inactive participants2017-10-01127
Total participants2017-10-01127
Number of participants with account balances2017-10-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-010

Financial Data on EAST & WESTBROOK RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : EAST & WESTBROOK RETIREMENT SAVINGS PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-09-30$682,579
Total of all expenses incurred2022-09-30$366,412
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$286,470
Expenses. Certain deemed distributions of participant loans2022-09-30$18,562
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-30$1,581,893
Value of total assets at end of year2022-09-30$4,193,121
Value of total assets at beginning of year2022-09-30$3,876,954
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$61,380
Total interest from all sources2022-09-30$6,375
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30No
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$500,000
If this is an individual account plan, was there a blackout period2022-09-30No
Were there any nonexempt tranactions with any party-in-interest2022-09-30No
Contributions received from participants2022-09-30$856,585
Participant contributions at end of year2022-09-30$167,405
Participant contributions at beginning of year2022-09-30$125,694
Participant contributions at end of year2022-09-30$23,736
Income. Received or receivable in cash from other sources (including rollovers)2022-09-30$200,409
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Value of net income/loss2022-09-30$316,167
Value of net assets at end of year (total assets less liabilities)2022-09-30$4,193,121
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$3,876,954
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Investment advisory and management fees2022-09-30$21,947
Value of interest in pooled separate accounts at end of year2022-09-30$3,976,289
Value of interest in pooled separate accounts at beginning of year2022-09-30$3,739,599
Interest on participant loans2022-09-30$6,375
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-09-30$16,333
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-09-30$11,661
Net investment gain/loss from pooled separate accounts2022-09-30$-905,689
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30No
Was there a failure to transmit to the plan any participant contributions2022-09-30No
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Contributions received in cash from employer2022-09-30$524,899
Employer contributions (assets) at end of year2022-09-30$9,358
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$286,470
Contract administrator fees2022-09-30$39,433
Did the plan have assets held for investment2022-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30No
Opinion of an independent qualified public accountant for this plan2022-09-30Unqualified
Accountancy firm name2022-09-30MATHER AND COMPANY
Accountancy firm EIN2022-09-30611210177
2021 : EAST & WESTBROOK RETIREMENT SAVINGS PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-09-30$2,017,766
Total of all expenses incurred2021-09-30$571,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$509,244
Expenses. Certain deemed distributions of participant loans2021-09-30$12,838
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-30$1,433,797
Value of total assets at end of year2021-09-30$3,876,954
Value of total assets at beginning of year2021-09-30$2,430,371
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$49,101
Total interest from all sources2021-09-30$2,849
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-30No
Was this plan covered by a fidelity bond2021-09-30Yes
Value of fidelity bond cover2021-09-30$500,000
If this is an individual account plan, was there a blackout period2021-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-09-30$0
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Contributions received from participants2021-09-30$801,912
Participant contributions at end of year2021-09-30$125,694
Participant contributions at beginning of year2021-09-30$44,601
Income. Received or receivable in cash from other sources (including rollovers)2021-09-30$211,317
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Value of net income/loss2021-09-30$1,446,583
Value of net assets at end of year (total assets less liabilities)2021-09-30$3,876,954
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$2,430,371
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-30No
Were any leases to which the plan was party in default or uncollectible2021-09-30No
Investment advisory and management fees2021-09-30$16,755
Value of interest in pooled separate accounts at end of year2021-09-30$3,739,599
Value of interest in pooled separate accounts at beginning of year2021-09-30$2,377,147
Interest on participant loans2021-09-30$2,849
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-09-30$11,661
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-09-30$8,623
Net investment gain/loss from pooled separate accounts2021-09-30$581,120
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-30No
Was there a failure to transmit to the plan any participant contributions2021-09-30No
Has the plan failed to provide any benefit when due under the plan2021-09-30No
Contributions received in cash from employer2021-09-30$420,568
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$509,244
Contract administrator fees2021-09-30$32,346
Did the plan have assets held for investment2021-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-30No
Opinion of an independent qualified public accountant for this plan2021-09-30Disclaimer
Accountancy firm name2021-09-30MATHER AND COMPANY
Accountancy firm EIN2021-09-30611210177
2020 : EAST & WESTBROOK RETIREMENT SAVINGS PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-09-30$1,458,231
Total of all expenses incurred2020-09-30$223,859
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$177,779
Expenses. Certain deemed distributions of participant loans2020-09-30$13,578
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$1,216,398
Value of total assets at end of year2020-09-30$2,430,371
Value of total assets at beginning of year2020-09-30$1,195,999
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$32,502
Total interest from all sources2020-09-30$2,041
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$500,000
If this is an individual account plan, was there a blackout period2020-09-30No
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Contributions received from participants2020-09-30$721,512
Participant contributions at end of year2020-09-30$44,601
Participant contributions at beginning of year2020-09-30$24,948
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$1,234,372
Value of net assets at end of year (total assets less liabilities)2020-09-30$2,430,371
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$1,195,999
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Investment advisory and management fees2020-09-30$9,518
Value of interest in pooled separate accounts at end of year2020-09-30$2,377,147
Value of interest in pooled separate accounts at beginning of year2020-09-30$1,168,281
Interest on participant loans2020-09-30$2,041
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-09-30$8,623
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-09-30$2,770
Net investment gain/loss from pooled separate accounts2020-09-30$239,792
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30No
Was there a failure to transmit to the plan any participant contributions2020-09-30No
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Contributions received in cash from employer2020-09-30$494,886
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$177,779
Contract administrator fees2020-09-30$22,984
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30Yes
Opinion of an independent qualified public accountant for this plan2020-09-30Disclaimer
Accountancy firm name2020-09-30MATHER AND COMPANY
Accountancy firm EIN2020-09-30611210177
2019 : EAST & WESTBROOK RETIREMENT SAVINGS PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-09-30$888,306
Total of all expenses incurred2019-09-30$42,422
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$24,490
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$835,617
Value of total assets at end of year2019-09-30$1,195,999
Value of total assets at beginning of year2019-09-30$350,115
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$17,932
Total interest from all sources2019-09-30$453
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$100,000
If this is an individual account plan, was there a blackout period2019-09-30No
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Contributions received from participants2019-09-30$493,465
Participant contributions at end of year2019-09-30$24,948
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$845,884
Value of net assets at end of year (total assets less liabilities)2019-09-30$1,195,999
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$350,115
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Investment advisory and management fees2019-09-30$4,083
Value of interest in pooled separate accounts at end of year2019-09-30$1,168,281
Value of interest in pooled separate accounts at beginning of year2019-09-30$349,469
Interest on participant loans2019-09-30$453
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-09-30$2,770
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-09-30$646
Net investment gain/loss from pooled separate accounts2019-09-30$52,236
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30No
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Contributions received in cash from employer2019-09-30$342,152
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$24,490
Contract administrator fees2019-09-30$13,849
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30Yes
Opinion of an independent qualified public accountant for this plan2019-09-30Disclaimer
Accountancy firm name2019-09-30MATHER AND COMPANY
Accountancy firm EIN2019-09-30611210177
2018 : EAST & WESTBROOK RETIREMENT SAVINGS PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-09-30$354,765
Total of all expenses incurred2018-09-30$4,650
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$1,404
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$349,355
Value of total assets at end of year2018-09-30$350,115
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$3,246
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Administrative expenses professional fees incurred2018-09-30$45
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$100,000
If this is an individual account plan, was there a blackout period2018-09-30No
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Contributions received from participants2018-09-30$210,060
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$350,115
Value of net assets at end of year (total assets less liabilities)2018-09-30$350,115
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Investment advisory and management fees2018-09-30$442
Value of interest in pooled separate accounts at end of year2018-09-30$349,469
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-09-30$646
Net investment gain/loss from pooled separate accounts2018-09-30$5,410
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30No
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Contributions received in cash from employer2018-09-30$139,295
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$1,404
Contract administrator fees2018-09-30$2,759
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30Yes
Opinion of an independent qualified public accountant for this plan2018-09-30Disclaimer
Accountancy firm name2018-09-30MATHER AND COMPANY
Accountancy firm EIN2018-09-30611210177

Form 5500 Responses for EAST & WESTBROOK RETIREMENT SAVINGS PLAN

2021: EAST & WESTBROOK RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Plan funding arrangement – InsuranceYes
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement – InsuranceYes
2021-10-01Plan benefit arrangement - TrustYes
2020: EAST & WESTBROOK RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Plan funding arrangement – InsuranceYes
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement – InsuranceYes
2020-10-01Plan benefit arrangement - TrustYes
2019: EAST & WESTBROOK RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Plan funding arrangement – InsuranceYes
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement – InsuranceYes
2019-10-01Plan benefit arrangement - TrustYes
2018: EAST & WESTBROOK RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Plan funding arrangement – InsuranceYes
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement – InsuranceYes
2018-10-01Plan benefit arrangement - TrustYes
2017: EAST & WESTBROOK RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01First time form 5500 has been submittedYes
2017-10-01Plan funding arrangement – InsuranceYes
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement – InsuranceYes
2017-10-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number134259
Policy instance 1
Insurance contract or identification number134259
Number of Individuals Covered340
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Total amount of fees paid to insurance companyUSD $7,844
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
Amount paid for insurance broker fees7844
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATOR
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number134259
Policy instance 1
Insurance contract or identification number134259
Number of Individuals Covered297
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Total amount of fees paid to insurance companyUSD $5,919
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
Amount paid for insurance broker fees5919
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number134259
Policy instance 1
Insurance contract or identification number134259
Number of Individuals Covered237
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of fees paid to insurance companyUSD $4,643
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
Amount paid for insurance broker fees4643
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number
Policy instance 1
Number of Individuals Covered122
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of fees paid to insurance companyUSD $1,885
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
Amount paid for insurance broker fees1885
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number
Policy instance 1
Number of Individuals Covered108
Insurance policy start date2018-05-08
Insurance policy end date2018-09-30
Total amount of fees paid to insurance companyUSD $45
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

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