HARE, WYNN, NEWELL & NEWTON, LLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HARE, WYNN, NEWELL & NEWTON, LLP PROFIT SHARING PLAN
401k plan membership statisitcs for HARE, WYNN, NEWELL & NEWTON, LLP PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2022: HARE, WYNN, NEWELL & NEWTON, LLP PROFIT SHARING PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 59 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 32 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 27 |
| Total of all active and inactive participants | 2022-01-01 | 59 |
| Total participants | 2022-01-01 | 59 |
| Number of participants with account balances | 2022-01-01 | 59 |
| 2021: HARE, WYNN, NEWELL & NEWTON, LLP PROFIT SHARING PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 78 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 44 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 15 |
| Total of all active and inactive participants | 2021-01-01 | 59 |
| Total participants | 2021-01-01 | 59 |
| Number of participants with account balances | 2021-01-01 | 59 |
| 2019: HARE, WYNN, NEWELL & NEWTON, LLP PROFIT SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 72 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 49 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 21 |
| Total of all active and inactive participants | 2019-01-01 | 70 |
| Total participants | 2019-01-01 | 70 |
| Number of participants with account balances | 2019-01-01 | 70 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 3 |
| 2018: HARE, WYNN, NEWELL & NEWTON, LLP PROFIT SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 76 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 56 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
| Total of all active and inactive participants | 2018-01-01 | 56 |
| Total participants | 2018-01-01 | 56 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 2 |
| 2017: HARE, WYNN, NEWELL & NEWTON, LLP PROFIT SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 58 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 51 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 4 |
| Total of all active and inactive participants | 2017-01-01 | 56 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 56 |
| Number of participants with account balances | 2017-01-01 | 76 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 3 |
| 2016: HARE, WYNN, NEWELL & NEWTON, LLP PROFIT SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 58 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 47 |
| Total of all active and inactive participants | 2016-01-01 | 47 |
| Total participants | 2016-01-01 | 47 |
| Number of participants with account balances | 2016-01-01 | 58 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 2 |
| 2015: HARE, WYNN, NEWELL & NEWTON, LLP PROFIT SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 58 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 52 |
| Total of all active and inactive participants | 2015-01-01 | 52 |
| Total participants | 2015-01-01 | 52 |
| Number of participants with account balances | 2015-01-01 | 62 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: HARE, WYNN, NEWELL & NEWTON, LLP PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 47 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 52 |
| 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 | 0 |
| Total of all active and inactive participants | 2014-01-01 | 52 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 52 |
| Number of participants with account balances | 2014-01-01 | 58 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: HARE, WYNN, NEWELL & NEWTON, LLP PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 52 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 47 |
| Total of all active and inactive participants | 2013-01-01 | 47 |
| Total participants | 2013-01-01 | 47 |
| Number of participants with account balances | 2013-01-01 | 50 |
| 2012: HARE, WYNN, NEWELL & NEWTON, LLP PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 51 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 52 |
| Total of all active and inactive participants | 2012-01-01 | 52 |
| Total participants | 2012-01-01 | 52 |
| Number of participants with account balances | 2012-01-01 | 51 |
| 2011: HARE, WYNN, NEWELL & NEWTON, LLP PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 51 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 51 |
| Total of all active and inactive participants | 2011-01-01 | 51 |
| Total participants | 2011-01-01 | 51 |
| Number of participants with account balances | 2011-01-01 | 48 |
| 2010: HARE, WYNN, NEWELL & NEWTON, LLP PROFIT SHARING PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 50 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 51 |
| Total of all active and inactive participants | 2010-01-01 | 51 |
| Total participants | 2010-01-01 | 51 |
| Number of participants with account balances | 2010-01-01 | 53 |
| 2009: HARE, WYNN, NEWELL & NEWTON, LLP PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 58 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 50 |
| Total of all active and inactive participants | 2009-01-01 | 50 |
| Total participants | 2009-01-01 | 50 |
| Number of participants with account balances | 2009-01-01 | 50 |
| Measure | Date | Value |
|---|
| 2022 : HARE, WYNN, NEWELL & NEWTON, LLP PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-876,981 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $7,036,092 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $6,958,649 |
| Total plan assets at end of year | 2022-12-31 | $13,169,994 |
| Total plan assets at beginning of year | 2022-12-31 | $21,083,067 |
| Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $311,884 |
| Other income received | 2022-12-31 | $-1,688,277 |
| Net income (gross income less expenses) | 2022-12-31 | $-7,913,073 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $13,169,994 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $21,083,067 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $499,412 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $77,443 |
| 2021 : HARE, WYNN, NEWELL & NEWTON, LLP PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $3,588,949 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $2,775,807 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $2,638,560 |
| Total plan assets at end of year | 2021-12-31 | $21,083,067 |
| Total plan assets at beginning of year | 2021-12-31 | $20,269,925 |
| Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $383,907 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $41,179 |
| Other income received | 2021-12-31 | $2,460,486 |
| Net income (gross income less expenses) | 2021-12-31 | $813,142 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $21,083,067 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $20,269,925 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $703,377 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $137,247 |
| 2019 : HARE, WYNN, NEWELL & NEWTON, LLP PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-12-31 | $34,818 |
| Total income from all sources | 2019-12-31 | $3,428,177 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $861,160 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $736,038 |
| Total plan assets at end of year | 2019-12-31 | $18,979,339 |
| Total plan assets at beginning of year | 2019-12-31 | $16,377,504 |
| Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $191,951 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $19,646 |
| Other income received | 2019-12-31 | $3,114,938 |
| Net income (gross income less expenses) | 2019-12-31 | $2,567,017 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $18,944,521 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $16,377,504 |
| Assets. Value of participant loans | 2019-12-31 | $145,860 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $101,642 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $125,122 |
| 2018 : HARE, WYNN, NEWELL & NEWTON, LLP PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-124,292 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $380,158 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $235,398 |
| Total plan assets at end of year | 2018-12-31 | $16,377,504 |
| Total plan assets at beginning of year | 2018-12-31 | $16,881,954 |
| Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $359,709 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $19,580 |
| Other income received | 2018-12-31 | $-677,982 |
| Net income (gross income less expenses) | 2018-12-31 | $-504,450 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $16,377,504 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $16,881,954 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $174,401 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $144,760 |
| 2017 : HARE, WYNN, NEWELL & NEWTON, LLP PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $3,212,076 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $1,046,608 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $914,440 |
| Total plan assets at end of year | 2017-12-31 | $16,881,954 |
| Total plan assets at beginning of year | 2017-12-31 | $14,716,486 |
| Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $776,929 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $35,696 |
| Other income received | 2017-12-31 | $2,069,670 |
| Net income (gross income less expenses) | 2017-12-31 | $2,165,468 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $16,881,954 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $14,716,486 |
| Assets. Value of participant loans | 2017-12-31 | $153,748 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $329,781 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $132,168 |
| 2016 : HARE, WYNN, NEWELL & NEWTON, LLP PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $2,041,044 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $1,631,788 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $1,507,122 |
| Total plan assets at end of year | 2016-12-31 | $14,716,486 |
| Total plan assets at beginning of year | 2016-12-31 | $14,307,230 |
| Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $555,212 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $20,731 |
| Other income received | 2016-12-31 | $1,161,931 |
| Net income (gross income less expenses) | 2016-12-31 | $409,256 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $14,716,486 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $14,307,230 |
| Assets. Value of participant loans | 2016-12-31 | $175,433 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $303,170 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $124,666 |
| 2015 : HARE, WYNN, NEWELL & NEWTON, LLP PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $100,776 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $141,811 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $34,913 |
| Total plan assets at end of year | 2015-12-31 | $14,307,230 |
| Total plan assets at beginning of year | 2015-12-31 | $14,348,265 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $238,762 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $83,564 |
| Other income received | 2015-12-31 | $-393,788 |
| Net income (gross income less expenses) | 2015-12-31 | $-41,035 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $14,307,230 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $14,348,265 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $172,238 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $106,898 |
| 2014 : HARE, WYNN, NEWELL & NEWTON, LLP PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $1,722,559 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $631,588 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $520,795 |
| Total plan assets at end of year | 2014-12-31 | $14,348,265 |
| Total plan assets at beginning of year | 2014-12-31 | $13,257,294 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $200,527 |
| Other income received | 2014-12-31 | $972,205 |
| Net income (gross income less expenses) | 2014-12-31 | $1,090,971 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $14,348,265 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $13,257,294 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $549,827 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $110,793 |
| 2013 : HARE, WYNN, NEWELL & NEWTON, LLP PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $2,869,249 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $1,208,797 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $1,150,240 |
| Total plan assets at end of year | 2013-12-31 | $13,257,294 |
| Total plan assets at beginning of year | 2013-12-31 | $11,596,842 |
| Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $225,748 |
| Other income received | 2013-12-31 | $2,077,433 |
| Net income (gross income less expenses) | 2013-12-31 | $1,660,452 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $13,257,294 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $11,596,842 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $566,068 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $58,557 |
| 2012 : HARE, WYNN, NEWELL & NEWTON, LLP PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $2,120,514 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $88,208 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $34,623 |
| Total plan assets at end of year | 2012-12-31 | $11,596,842 |
| Total plan assets at beginning of year | 2012-12-31 | $9,564,536 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $268,453 |
| Other income received | 2012-12-31 | $1,089,272 |
| Net income (gross income less expenses) | 2012-12-31 | $2,032,306 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $11,596,842 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $9,564,536 |
| Assets. Value of participant loans | 2012-12-31 | $166,017 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $762,789 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $53,585 |
| 2011 : HARE, WYNN, NEWELL & NEWTON, LLP PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $442,629 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $344,260 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $294,207 |
| Total plan assets at end of year | 2011-12-31 | $9,564,536 |
| Total plan assets at beginning of year | 2011-12-31 | $9,466,167 |
| Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $216,706 |
| Other income received | 2011-12-31 | $-440,505 |
| Net income (gross income less expenses) | 2011-12-31 | $98,369 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $9,564,536 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $9,466,167 |
| Assets. Value of participant loans | 2011-12-31 | $182,855 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $666,428 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $50,053 |
| 2010 : HARE, WYNN, NEWELL & NEWTON, LLP PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $1,443,771 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $128,856 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $71,954 |
| Total plan assets at end of year | 2010-12-31 | $9,638,389 |
| Total plan assets at beginning of year | 2010-12-31 | $8,323,474 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $277,524 |
| Other income received | 2010-12-31 | $1,014,201 |
| Net income (gross income less expenses) | 2010-12-31 | $1,314,915 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $9,638,389 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $8,323,474 |
| Assets. Value of participant loans | 2010-12-31 | $158,252 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $152,046 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $56,902 |
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 78286 |
| Policy instance | 1 |
| Insurance contract or identification number | 78286 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $8,550 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 8550 | | Additional information about fees paid to insurance broker | PREMIUMS PAID TO CARRIER | | Insurance broker organization code? | 3 |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 78286 |
| Policy instance | 1 |
| Insurance contract or identification number | 78286 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Insurance broker organization code? | 3 |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 78286 |
| Policy instance | 1 |
| Insurance contract or identification number | 78286 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 78286 |
| Policy instance | 1 |
| Insurance contract or identification number | 78286 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 78286 |
| Policy instance | 1 |
| Insurance contract or identification number | 78286 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Insurance broker organization code? | 3 | | Insurance broker name | JACK TOMLINSON,JR. |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 78286 |
| Policy instance | 1 |
| Insurance contract or identification number | 78286 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $495 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 495 | | Insurance broker organization code? | 3 | | Insurance broker name | JACK TOMLINSON,JR. |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 78286 |
| Policy instance | 1 |
| Insurance contract or identification number | 78286 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $495 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 | | Insurance broker name | JACK TOMLINSON,JR. |
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| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 79935 |
| Policy instance | 2 |
| Insurance contract or identification number | 79935 | | Number of Individuals Covered | 41 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $13,733 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $6,917 | | Insurance broker organization code? | 7 | | Insurance broker name | BHK INVESTMENT ADVISORS |
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| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 79935 |
| Policy instance | 2 |
| Insurance contract or identification number | 79935 | | Number of Individuals Covered | 37 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $12,855 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $9,180 | | Insurance broker organization code? | 7 | | Insurance broker name | PEARCE, BEVILL, LEESBURG, MOORE, PC |
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| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 78286 |
| Policy instance | 1 |
| Insurance contract or identification number | 78286 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $495 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 | | Insurance broker name | JACK TOMLINSON,JR. |
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| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 78286 |
| Policy instance | 1 |
| Insurance contract or identification number | 78286 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 | | Insurance broker name | JACK TOMLINSON,JR. |
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| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 79935 |
| Policy instance | 2 |
| Insurance contract or identification number | 79935 | | Number of Individuals Covered | 39 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $8,017 | | Total amount of fees paid to insurance company | USD $2 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $7,659 | | Insurance broker organization code? | 7 | | Insurance broker name | PEARCE, BEVILL, LEESBURG, MOORE, PC |
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| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 79935 |
| Policy instance | 2 |
| Insurance contract or identification number | 79935 | | Number of Individuals Covered | 34 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $9,105 | | Total amount of fees paid to insurance company | USD $2,904 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 78286 |
| Policy instance | 1 |
| Insurance contract or identification number | 78286 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 78286 |
| Policy instance | 1 |
| Insurance contract or identification number | 78286 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 79935 |
| Policy instance | 2 |
| Insurance contract or identification number | 79935 | | Number of Individuals Covered | 38 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $9,832 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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