CAPARRA CENTER ASSOCIATES, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CAPARRA CENTER ASSOCIATES 401K PENSION PLAN
| Measure | Date | Value |
|---|
| 2022: CAPARRA CENTER ASSOCIATES 401K PENSION PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-07-01 | 25 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-07-01 | 22 |
| Number of retired or separated participants receiving benefits | 2022-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-07-01 | 5 |
| Total of all active and inactive participants | 2022-07-01 | 27 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-07-01 | 0 |
| Total participants | 2022-07-01 | 27 |
| Number of participants with account balances | 2022-07-01 | 27 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-07-01 | 0 |
| 2021: CAPARRA CENTER ASSOCIATES 401K PENSION PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-07-01 | 25 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-07-01 | 20 |
| Number of retired or separated participants receiving benefits | 2021-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-07-01 | 5 |
| Total of all active and inactive participants | 2021-07-01 | 25 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-07-01 | 0 |
| Total participants | 2021-07-01 | 25 |
| Number of participants with account balances | 2021-07-01 | 25 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-07-01 | 1 |
| 2020: CAPARRA CENTER ASSOCIATES 401K PENSION PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-07-01 | 24 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-07-01 | 21 |
| Number of retired or separated participants receiving benefits | 2020-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-07-01 | 4 |
| Total of all active and inactive participants | 2020-07-01 | 25 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-07-01 | 0 |
| Total participants | 2020-07-01 | 25 |
| Number of participants with account balances | 2020-07-01 | 24 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-07-01 | 0 |
| 2019: CAPARRA CENTER ASSOCIATES 401K PENSION PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-07-01 | 27 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-07-01 | 21 |
| Number of retired or separated participants receiving benefits | 2019-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-07-01 | 3 |
| Total of all active and inactive participants | 2019-07-01 | 24 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-07-01 | 0 |
| Total participants | 2019-07-01 | 24 |
| Number of participants with account balances | 2019-07-01 | 24 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-07-01 | 0 |
| 2018: CAPARRA CENTER ASSOCIATES 401K PENSION PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-07-01 | 23 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-07-01 | 19 |
| Number of retired or separated participants receiving benefits | 2018-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-07-01 | 8 |
| Total of all active and inactive participants | 2018-07-01 | 27 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-07-01 | 0 |
| Total participants | 2018-07-01 | 27 |
| Number of participants with account balances | 2018-07-01 | 25 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-07-01 | 0 |
| 2017: CAPARRA CENTER ASSOCIATES 401K PENSION PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-07-01 | 23 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-07-01 | 23 |
| Number of retired or separated participants receiving benefits | 2017-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-07-01 | 0 |
| Total of all active and inactive participants | 2017-07-01 | 23 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-07-01 | 0 |
| Total participants | 2017-07-01 | 23 |
| Number of participants with account balances | 2017-07-01 | 23 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-07-01 | 0 |
| 2016: CAPARRA CENTER ASSOCIATES 401K PENSION PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-07-01 | 22 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-07-01 | 23 |
| Number of retired or separated participants receiving benefits | 2016-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-07-01 | 0 |
| Total of all active and inactive participants | 2016-07-01 | 23 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-07-01 | 0 |
| Total participants | 2016-07-01 | 23 |
| Number of participants with account balances | 2016-07-01 | 23 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-07-01 | 0 |
| 2015: CAPARRA CENTER ASSOCIATES 401K PENSION PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-07-01 | 24 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 22 |
| Number of retired or separated participants receiving benefits | 2015-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-07-01 | 0 |
| Total of all active and inactive participants | 2015-07-01 | 22 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-07-01 | 0 |
| Total participants | 2015-07-01 | 22 |
| Number of participants with account balances | 2015-07-01 | 22 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-07-01 | 0 |
| 2014: CAPARRA CENTER ASSOCIATES 401K PENSION PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-07-01 | 22 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 24 |
| Number of retired or separated participants receiving benefits | 2014-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-07-01 | 0 |
| Total of all active and inactive participants | 2014-07-01 | 24 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-07-01 | 0 |
| Total participants | 2014-07-01 | 24 |
| Number of participants with account balances | 2014-07-01 | 21 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-07-01 | 0 |
| 2013: CAPARRA CENTER ASSOCIATES 401K PENSION PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-07-01 | 22 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 22 |
| Number of retired or separated participants receiving benefits | 2013-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-07-01 | 0 |
| Total of all active and inactive participants | 2013-07-01 | 22 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-07-01 | 0 |
| Total participants | 2013-07-01 | 22 |
| Number of participants with account balances | 2013-07-01 | 22 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-07-01 | 0 |
| 2012: CAPARRA CENTER ASSOCIATES 401K PENSION PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-07-01 | 25 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 22 |
| Number of retired or separated participants receiving benefits | 2012-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-07-01 | 0 |
| Total of all active and inactive participants | 2012-07-01 | 22 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-07-01 | 0 |
| Total participants | 2012-07-01 | 22 |
| Number of participants with account balances | 2012-07-01 | 22 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-07-01 | 0 |
| 2011: CAPARRA CENTER ASSOCIATES 401K PENSION PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-07-01 | 25 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 25 |
| Number of retired or separated participants receiving benefits | 2011-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-07-01 | 0 |
| Total of all active and inactive participants | 2011-07-01 | 25 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-07-01 | 0 |
| Total participants | 2011-07-01 | 25 |
| Number of participants with account balances | 2011-07-01 | 25 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-07-01 | 0 |
| 2010: CAPARRA CENTER ASSOCIATES 401K PENSION PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-07-01 | 28 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-07-01 | 25 |
| Number of retired or separated participants receiving benefits | 2010-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-07-01 | 0 |
| Total of all active and inactive participants | 2010-07-01 | 25 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-07-01 | 0 |
| Total participants | 2010-07-01 | 25 |
| Number of participants with account balances | 2010-07-01 | 25 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-07-01 | 0 |
| 2009: CAPARRA CENTER ASSOCIATES 401K PENSION PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-07-01 | 31 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 26 |
| Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 2 |
| Total of all active and inactive participants | 2009-07-01 | 28 |
| Total participants | 2009-07-01 | 28 |
| Number of participants with account balances | 2009-07-01 | 28 |
| Measure | Date | Value |
|---|
| 2023 : CAPARRA CENTER ASSOCIATES 401K PENSION PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-06-30 | $565,865 |
| Expenses. Total of all expenses incurred | 2023-06-30 | $187,961 |
| Benefits paid (including direct rollovers) | 2023-06-30 | $166,037 |
| Total plan assets at end of year | 2023-06-30 | $4,121,600 |
| Total plan assets at beginning of year | 2023-06-30 | $3,743,696 |
| Value of fidelity bond covering the plan | 2023-06-30 | $250,000 |
| Total contributions received or receivable from participants | 2023-06-30 | $96,685 |
| Expenses. Other expenses not covered elsewhere | 2023-06-30 | $21,924 |
| Contributions received from other sources (not participants or employers) | 2023-06-30 | $76 |
| Other income received | 2023-06-30 | $416,031 |
| Net income (gross income less expenses) | 2023-06-30 | $377,904 |
| Net plan assets at end of year (total assets less liabilities) | 2023-06-30 | $4,121,600 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-06-30 | $3,743,696 |
| Assets. Value of participant loans | 2023-06-30 | $5,384 |
| Total contributions received or receivable from employer(s) | 2023-06-30 | $53,073 |
| 2022 : CAPARRA CENTER ASSOCIATES 401K PENSION PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-06-30 | $-383,852 |
| Expenses. Total of all expenses incurred | 2022-06-30 | $46,589 |
| Benefits paid (including direct rollovers) | 2022-06-30 | $22,288 |
| Total plan assets at end of year | 2022-06-30 | $3,743,696 |
| Total plan assets at beginning of year | 2022-06-30 | $4,174,137 |
| Value of fidelity bond covering the plan | 2022-06-30 | $250,000 |
| Total contributions received or receivable from participants | 2022-06-30 | $92,525 |
| Expenses. Other expenses not covered elsewhere | 2022-06-30 | $24,301 |
| Other income received | 2022-06-30 | $-526,346 |
| Net income (gross income less expenses) | 2022-06-30 | $-430,441 |
| Net plan assets at end of year (total assets less liabilities) | 2022-06-30 | $3,743,696 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-06-30 | $4,174,137 |
| Assets. Value of participant loans | 2022-06-30 | $36,331 |
| Total contributions received or receivable from employer(s) | 2022-06-30 | $49,969 |
| 2021 : CAPARRA CENTER ASSOCIATES 401K PENSION PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-06-30 | $1,047,385 |
| Expenses. Total of all expenses incurred | 2021-06-30 | $51,367 |
| Benefits paid (including direct rollovers) | 2021-06-30 | $31,000 |
| Total plan assets at end of year | 2021-06-30 | $4,174,137 |
| Total plan assets at beginning of year | 2021-06-30 | $3,178,119 |
| Value of fidelity bond covering the plan | 2021-06-30 | $250,000 |
| Total contributions received or receivable from participants | 2021-06-30 | $100,991 |
| Expenses. Other expenses not covered elsewhere | 2021-06-30 | $20,367 |
| Other income received | 2021-06-30 | $895,193 |
| Net income (gross income less expenses) | 2021-06-30 | $996,018 |
| Net plan assets at end of year (total assets less liabilities) | 2021-06-30 | $4,174,137 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-06-30 | $3,178,119 |
| Assets. Value of participant loans | 2021-06-30 | $45,029 |
| Total contributions received or receivable from employer(s) | 2021-06-30 | $51,201 |
| 2020 : CAPARRA CENTER ASSOCIATES 401K PENSION PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-06-30 | $293,816 |
| Expenses. Total of all expenses incurred | 2020-06-30 | $90,118 |
| Benefits paid (including direct rollovers) | 2020-06-30 | $90,000 |
| Total plan assets at end of year | 2020-06-30 | $3,178,119 |
| Total plan assets at beginning of year | 2020-06-30 | $2,974,421 |
| Value of fidelity bond covering the plan | 2020-06-30 | $250,000 |
| Total contributions received or receivable from participants | 2020-06-30 | $100,893 |
| Expenses. Other expenses not covered elsewhere | 2020-06-30 | $118 |
| Other income received | 2020-06-30 | $139,418 |
| Net income (gross income less expenses) | 2020-06-30 | $203,698 |
| Net plan assets at end of year (total assets less liabilities) | 2020-06-30 | $3,178,119 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-06-30 | $2,974,421 |
| Assets. Value of participant loans | 2020-06-30 | $60,733 |
| Total contributions received or receivable from employer(s) | 2020-06-30 | $53,505 |
| 2019 : CAPARRA CENTER ASSOCIATES 401K PENSION PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-06-30 | $262,483 |
| Expenses. Total of all expenses incurred | 2019-06-30 | $56,287 |
| Benefits paid (including direct rollovers) | 2019-06-30 | $56,149 |
| Total plan assets at end of year | 2019-06-30 | $2,974,421 |
| Total plan assets at beginning of year | 2019-06-30 | $2,768,225 |
| Value of fidelity bond covering the plan | 2019-06-30 | $250,000 |
| Total contributions received or receivable from participants | 2019-06-30 | $93,918 |
| Expenses. Other expenses not covered elsewhere | 2019-06-30 | $138 |
| Contributions received from other sources (not participants or employers) | 2019-06-30 | $7,881 |
| Other income received | 2019-06-30 | $112,139 |
| Net income (gross income less expenses) | 2019-06-30 | $206,196 |
| Net plan assets at end of year (total assets less liabilities) | 2019-06-30 | $2,974,421 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-06-30 | $2,768,225 |
| Assets. Value of participant loans | 2019-06-30 | $20,287 |
| Total contributions received or receivable from employer(s) | 2019-06-30 | $48,545 |
| 2018 : CAPARRA CENTER ASSOCIATES 401K PENSION PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-06-30 | $456,707 |
| Expenses. Total of all expenses incurred | 2018-06-30 | $310,609 |
| Benefits paid (including direct rollovers) | 2018-06-30 | $310,487 |
| Total plan assets at end of year | 2018-06-30 | $2,768,225 |
| Total plan assets at beginning of year | 2018-06-30 | $2,622,127 |
| Value of fidelity bond covering the plan | 2018-06-30 | $250,000 |
| Total contributions received or receivable from participants | 2018-06-30 | $101,805 |
| Expenses. Other expenses not covered elsewhere | 2018-06-30 | $122 |
| Contributions received from other sources (not participants or employers) | 2018-06-30 | $120,000 |
| Other income received | 2018-06-30 | $180,819 |
| Net income (gross income less expenses) | 2018-06-30 | $146,098 |
| Net plan assets at end of year (total assets less liabilities) | 2018-06-30 | $2,768,225 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-06-30 | $2,622,127 |
| Assets. Value of participant loans | 2018-06-30 | $28,169 |
| Total contributions received or receivable from employer(s) | 2018-06-30 | $54,083 |
| 2017 : CAPARRA CENTER ASSOCIATES 401K PENSION PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-06-30 | $466,881 |
| Expenses. Total of all expenses incurred | 2017-06-30 | $85,103 |
| Benefits paid (including direct rollovers) | 2017-06-30 | $83,467 |
| Total plan assets at end of year | 2017-06-30 | $2,622,127 |
| Total plan assets at beginning of year | 2017-06-30 | $2,240,349 |
| Value of fidelity bond covering the plan | 2017-06-30 | $250,000 |
| Total contributions received or receivable from participants | 2017-06-30 | $98,338 |
| Expenses. Other expenses not covered elsewhere | 2017-06-30 | $156 |
| Contributions received from other sources (not participants or employers) | 2017-06-30 | $7,063 |
| Other income received | 2017-06-30 | $308,194 |
| Net income (gross income less expenses) | 2017-06-30 | $381,778 |
| Net plan assets at end of year (total assets less liabilities) | 2017-06-30 | $2,622,127 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-06-30 | $2,240,349 |
| Assets. Value of participant loans | 2017-06-30 | $20,645 |
| Total contributions received or receivable from employer(s) | 2017-06-30 | $53,286 |
| Value of corrective distributions | 2017-06-30 | $1,480 |
| 2016 : CAPARRA CENTER ASSOCIATES 401K PENSION PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-06-30 | $94,724 |
| Expenses. Total of all expenses incurred | 2016-06-30 | $25,312 |
| Benefits paid (including direct rollovers) | 2016-06-30 | $20,298 |
| Total plan assets at end of year | 2016-06-30 | $2,240,349 |
| Total plan assets at beginning of year | 2016-06-30 | $2,170,937 |
| Value of fidelity bond covering the plan | 2016-06-30 | $250,000 |
| Total contributions received or receivable from participants | 2016-06-30 | $110,905 |
| Expenses. Other expenses not covered elsewhere | 2016-06-30 | $120 |
| Contributions received from other sources (not participants or employers) | 2016-06-30 | $2,484 |
| Other income received | 2016-06-30 | $-71,269 |
| Net income (gross income less expenses) | 2016-06-30 | $69,412 |
| Net plan assets at end of year (total assets less liabilities) | 2016-06-30 | $2,240,349 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-06-30 | $2,170,937 |
| Assets. Value of participant loans | 2016-06-30 | $12,708 |
| Total contributions received or receivable from employer(s) | 2016-06-30 | $52,604 |
| Value of corrective distributions | 2016-06-30 | $4,894 |
| 2015 : CAPARRA CENTER ASSOCIATES 401K PENSION PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-06-30 | $117,086 |
| Expenses. Total of all expenses incurred | 2015-06-30 | $145,818 |
| Benefits paid (including direct rollovers) | 2015-06-30 | $145,818 |
| Total plan assets at end of year | 2015-06-30 | $2,170,937 |
| Total plan assets at beginning of year | 2015-06-30 | $2,199,669 |
| Value of fidelity bond covering the plan | 2015-06-30 | $250,000 |
| Total contributions received or receivable from participants | 2015-06-30 | $81,064 |
| Other income received | 2015-06-30 | $-3,660 |
| Net income (gross income less expenses) | 2015-06-30 | $-28,732 |
| Net plan assets at end of year (total assets less liabilities) | 2015-06-30 | $2,170,937 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-06-30 | $2,199,669 |
| Assets. Value of participant loans | 2015-06-30 | $19,206 |
| Total contributions received or receivable from employer(s) | 2015-06-30 | $39,682 |
| 2014 : CAPARRA CENTER ASSOCIATES 401K PENSION PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-06-30 | $412,160 |
| Expenses. Total of all expenses incurred | 2014-06-30 | $69 |
| Total plan assets at end of year | 2014-06-30 | $2,199,669 |
| Total plan assets at beginning of year | 2014-06-30 | $1,787,578 |
| Value of fidelity bond covering the plan | 2014-06-30 | $250,000 |
| Total contributions received or receivable from participants | 2014-06-30 | $88,716 |
| Expenses. Other expenses not covered elsewhere | 2014-06-30 | $69 |
| Contributions received from other sources (not participants or employers) | 2014-06-30 | $282,472 |
| Net income (gross income less expenses) | 2014-06-30 | $412,091 |
| Net plan assets at end of year (total assets less liabilities) | 2014-06-30 | $2,199,669 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-06-30 | $1,787,578 |
| Assets. Value of participant loans | 2014-06-30 | $7,639 |
| Total contributions received or receivable from employer(s) | 2014-06-30 | $40,972 |
| 2013 : CAPARRA CENTER ASSOCIATES 401K PENSION PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-06-30 | $278,980 |
| Expenses. Total of all expenses incurred | 2013-06-30 | $72,577 |
| Benefits paid (including direct rollovers) | 2013-06-30 | $72,577 |
| Total plan assets at end of year | 2013-06-30 | $1,787,578 |
| Total plan assets at beginning of year | 2013-06-30 | $1,581,175 |
| Value of fidelity bond covering the plan | 2013-06-30 | $250,000 |
| Total contributions received or receivable from participants | 2013-06-30 | $82,624 |
| Contributions received from other sources (not participants or employers) | 2013-06-30 | $40,163 |
| Other income received | 2013-06-30 | $156,193 |
| Net income (gross income less expenses) | 2013-06-30 | $206,403 |
| Net plan assets at end of year (total assets less liabilities) | 2013-06-30 | $1,787,578 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-06-30 | $1,581,175 |
| Assets. Value of participant loans | 2013-06-30 | $6,002 |
| 2012 : CAPARRA CENTER ASSOCIATES 401K PENSION PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-06-30 | $105,167 |
| Expenses. Total of all expenses incurred | 2012-06-30 | $0 |
| Total plan assets at end of year | 2012-06-30 | $1,581,175 |
| Total plan assets at beginning of year | 2012-06-30 | $1,476,008 |
| Value of fidelity bond covering the plan | 2012-06-30 | $250,000 |
| Total contributions received or receivable from participants | 2012-06-30 | $97,637 |
| Other income received | 2012-06-30 | $-44,029 |
| Net income (gross income less expenses) | 2012-06-30 | $105,167 |
| Net plan assets at end of year (total assets less liabilities) | 2012-06-30 | $1,581,175 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-06-30 | $1,476,008 |
| Assets. Value of participant loans | 2012-06-30 | $13,069 |
| Total contributions received or receivable from employer(s) | 2012-06-30 | $51,559 |
| 2011 : CAPARRA CENTER ASSOCIATES 401K PENSION PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-06-30 | $316,689 |
| Expenses. Total of all expenses incurred | 2011-06-30 | $148,264 |
| Benefits paid (including direct rollovers) | 2011-06-30 | $148,264 |
| Total plan assets at end of year | 2011-06-30 | $1,476,008 |
| Total plan assets at beginning of year | 2011-06-30 | $1,307,583 |
| Value of fidelity bond covering the plan | 2011-06-30 | $250,000 |
| Total contributions received or receivable from participants | 2011-06-30 | $83,141 |
| Noncash contributions received | 2011-06-30 | $184,416 |
| Net income (gross income less expenses) | 2011-06-30 | $168,425 |
| Net plan assets at end of year (total assets less liabilities) | 2011-06-30 | $1,476,008 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-06-30 | $1,307,583 |
| Assets. Value of participant loans | 2011-06-30 | $6,848 |
| Total contributions received or receivable from employer(s) | 2011-06-30 | $49,132 |
| 2010 : CAPARRA CENTER ASSOCIATES 401K PENSION PLAN 2010 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-06-30 | $0 |
| 2022: CAPARRA CENTER ASSOCIATES 401K PENSION PLAN 2022 form 5500 responses |
|---|
| 2022-07-01 | Type of plan entity | Single employer plan |
| 2022-07-01 | Submission has been amended | No |
| 2022-07-01 | This submission is the final filing | No |
| 2022-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-07-01 | Plan is a collectively bargained plan | No |
| 2022-07-01 | Plan funding arrangement – Insurance | Yes |
| 2022-07-01 | Plan funding arrangement – Trust | Yes |
| 2022-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-07-01 | Plan benefit arrangement - Trust | Yes |
| 2021: CAPARRA CENTER ASSOCIATES 401K PENSION PLAN 2021 form 5500 responses |
|---|
| 2021-07-01 | Type of plan entity | Single employer plan |
| 2021-07-01 | Submission has been amended | No |
| 2021-07-01 | This submission is the final filing | No |
| 2021-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-07-01 | Plan is a collectively bargained plan | No |
| 2021-07-01 | Plan funding arrangement – Insurance | Yes |
| 2021-07-01 | Plan funding arrangement – Trust | Yes |
| 2021-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-07-01 | Plan benefit arrangement - Trust | Yes |
| 2020: CAPARRA CENTER ASSOCIATES 401K PENSION PLAN 2020 form 5500 responses |
|---|
| 2020-07-01 | Type of plan entity | Single employer plan |
| 2020-07-01 | Submission has been amended | No |
| 2020-07-01 | This submission is the final filing | No |
| 2020-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-07-01 | Plan is a collectively bargained plan | No |
| 2020-07-01 | Plan funding arrangement – Insurance | Yes |
| 2020-07-01 | Plan funding arrangement – Trust | Yes |
| 2020-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-07-01 | Plan benefit arrangement - Trust | Yes |
| 2019: CAPARRA CENTER ASSOCIATES 401K PENSION PLAN 2019 form 5500 responses |
|---|
| 2019-07-01 | Type of plan entity | Single employer plan |
| 2019-07-01 | Submission has been amended | No |
| 2019-07-01 | This submission is the final filing | No |
| 2019-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-07-01 | Plan is a collectively bargained plan | No |
| 2019-07-01 | Plan funding arrangement – Insurance | Yes |
| 2019-07-01 | Plan funding arrangement – Trust | Yes |
| 2019-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-07-01 | Plan benefit arrangement - Trust | Yes |
| 2018: CAPARRA CENTER ASSOCIATES 401K PENSION PLAN 2018 form 5500 responses |
|---|
| 2018-07-01 | Type of plan entity | Single employer plan |
| 2018-07-01 | Submission has been amended | No |
| 2018-07-01 | This submission is the final filing | No |
| 2018-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-07-01 | Plan is a collectively bargained plan | No |
| 2018-07-01 | Plan funding arrangement – Insurance | Yes |
| 2018-07-01 | Plan funding arrangement – Trust | Yes |
| 2018-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-07-01 | Plan benefit arrangement - Trust | Yes |
| 2017: CAPARRA CENTER ASSOCIATES 401K PENSION PLAN 2017 form 5500 responses |
|---|
| 2017-07-01 | Type of plan entity | Single employer plan |
| 2017-07-01 | Submission has been amended | No |
| 2017-07-01 | This submission is the final filing | No |
| 2017-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-07-01 | Plan is a collectively bargained plan | No |
| 2017-07-01 | Plan funding arrangement – Insurance | Yes |
| 2017-07-01 | Plan funding arrangement – Trust | Yes |
| 2017-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-07-01 | Plan benefit arrangement - Trust | Yes |
| 2016: CAPARRA CENTER ASSOCIATES 401K PENSION PLAN 2016 form 5500 responses |
|---|
| 2016-07-01 | Type of plan entity | Single employer plan |
| 2016-07-01 | Submission has been amended | No |
| 2016-07-01 | This submission is the final filing | No |
| 2016-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-07-01 | Plan is a collectively bargained plan | No |
| 2016-07-01 | Plan funding arrangement – Insurance | Yes |
| 2016-07-01 | Plan funding arrangement – Trust | Yes |
| 2016-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-07-01 | Plan benefit arrangement - Trust | Yes |
| 2015: CAPARRA CENTER ASSOCIATES 401K PENSION PLAN 2015 form 5500 responses |
|---|
| 2015-07-01 | Type of plan entity | Single employer plan |
| 2015-07-01 | Submission has been amended | No |
| 2015-07-01 | This submission is the final filing | No |
| 2015-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-07-01 | Plan is a collectively bargained plan | No |
| 2015-07-01 | Plan funding arrangement – Insurance | Yes |
| 2015-07-01 | Plan funding arrangement – Trust | Yes |
| 2015-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-07-01 | Plan benefit arrangement - Trust | Yes |
| 2014: CAPARRA CENTER ASSOCIATES 401K PENSION PLAN 2014 form 5500 responses |
|---|
| 2014-07-01 | Type of plan entity | Single employer plan |
| 2014-07-01 | Submission has been amended | No |
| 2014-07-01 | This submission is the final filing | No |
| 2014-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-07-01 | Plan is a collectively bargained plan | No |
| 2014-07-01 | Plan funding arrangement – Insurance | Yes |
| 2014-07-01 | Plan funding arrangement – Trust | Yes |
| 2014-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-07-01 | Plan benefit arrangement - Trust | Yes |
| 2013: CAPARRA CENTER ASSOCIATES 401K PENSION PLAN 2013 form 5500 responses |
|---|
| 2013-07-01 | Type of plan entity | Single employer plan |
| 2013-07-01 | Submission has been amended | No |
| 2013-07-01 | This submission is the final filing | No |
| 2013-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-07-01 | Plan is a collectively bargained plan | No |
| 2013-07-01 | Plan funding arrangement – Insurance | Yes |
| 2013-07-01 | Plan funding arrangement – Trust | Yes |
| 2013-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-07-01 | Plan benefit arrangement - Trust | Yes |
| 2012: CAPARRA CENTER ASSOCIATES 401K PENSION PLAN 2012 form 5500 responses |
|---|
| 2012-07-01 | Type of plan entity | Single employer plan |
| 2012-07-01 | Submission has been amended | No |
| 2012-07-01 | This submission is the final filing | No |
| 2012-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-07-01 | Plan is a collectively bargained plan | No |
| 2012-07-01 | Plan funding arrangement – Insurance | Yes |
| 2012-07-01 | Plan funding arrangement – Trust | Yes |
| 2012-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-07-01 | Plan benefit arrangement - Trust | Yes |
| 2011: CAPARRA CENTER ASSOCIATES 401K PENSION PLAN 2011 form 5500 responses |
|---|
| 2011-07-01 | Type of plan entity | Single employer plan |
| 2011-07-01 | Submission has been amended | No |
| 2011-07-01 | This submission is the final filing | No |
| 2011-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-07-01 | Plan is a collectively bargained plan | No |
| 2011-07-01 | Plan funding arrangement – Insurance | Yes |
| 2011-07-01 | Plan funding arrangement – Trust | Yes |
| 2011-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-07-01 | Plan benefit arrangement - Trust | Yes |
| 2010: CAPARRA CENTER ASSOCIATES 401K PENSION PLAN 2010 form 5500 responses |
|---|
| 2010-07-01 | Type of plan entity | Single employer plan |
| 2010-07-01 | Submission has been amended | No |
| 2010-07-01 | This submission is the final filing | No |
| 2010-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-07-01 | Plan is a collectively bargained plan | No |
| 2010-07-01 | Plan funding arrangement – Insurance | Yes |
| 2010-07-01 | Plan funding arrangement – Trust | Yes |
| 2010-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-07-01 | Plan benefit arrangement - Trust | Yes |
| 2009: CAPARRA CENTER ASSOCIATES 401K PENSION PLAN 2009 form 5500 responses |
|---|
| 2009-07-01 | Type of plan entity | Single employer plan |
| 2009-07-01 | Submission has been amended | No |
| 2009-07-01 | This submission is the final filing | No |
| 2009-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-07-01 | Plan is a collectively bargained plan | No |
| 2009-07-01 | Plan funding arrangement – Trust | Yes |
| 2009-07-01 | Plan benefit arrangement - Trust | Yes |
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 511833-P1 |
| Policy instance | 1 |
| Insurance contract or identification number | 511833-P1 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2022-07-01 | | Insurance policy end date | 2023-06-30 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating 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? | Yes | | 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 |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 511833-P1 |
| Policy instance | 1 |
| Insurance contract or identification number | 511833-P1 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2021-07-01 | | Insurance policy end date | 2022-06-30 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating 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? | Yes | | 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 |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 511833-P1 |
| Policy instance | 1 |
| Insurance contract or identification number | 511833-P1 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating 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? | Yes | | 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 |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 511833-P1 |
| Policy instance | 1 |
| Insurance contract or identification number | 511833-P1 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2019-07-01 | | Insurance policy end date | 2020-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating 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? | Yes | | 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 | 98415 |
| Policy instance | 1 |
| Insurance contract or identification number | 98415 | | Number of Individuals Covered | 24 | | Insurance policy start date | 2018-07-01 | | Insurance policy end date | 2019-06-30 | | Total amount of commissions paid to insurance broker | USD $11,143 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 $11,143 | | Insurance broker organization code? | 3 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 98415 |
| Policy instance | 1 |
| Insurance contract or identification number | 98415 | | Number of Individuals Covered | 23 | | Insurance policy start date | 2017-07-01 | | Insurance policy end date | 2018-06-30 | | Total amount of commissions paid to insurance broker | USD $10,936 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 $10,936 | | Insurance broker organization code? | 3 | | Insurance broker name | ENRIQUE ABREU |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 98415 |
| Policy instance | 1 |
| Insurance contract or identification number | 98415 | | Number of Individuals Covered | 22 | | Insurance policy start date | 2015-07-01 | | Insurance policy end date | 2016-06-30 | | Total amount of commissions paid to insurance broker | USD $8,409 | | 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 $8,409 | | Insurance broker organization code? | 3 | | Insurance broker name | ENRIQUE ABREU |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 98415 |
| Policy instance | 1 |
| Insurance contract or identification number | 98415 | | Number of Individuals Covered | 21 | | Insurance policy start date | 2014-07-01 | | Insurance policy end date | 2015-06-30 | | Total amount of commissions paid to insurance broker | USD $8,678 | | 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 $8,678 | | Insurance broker organization code? | 3 | | Insurance broker name | ENRIQUE ABREU |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 98415 |
| Policy instance | 1 |
| Insurance contract or identification number | 98415 | | Number of Individuals Covered | 22 | | Insurance policy start date | 2013-07-01 | | Insurance policy end date | 2014-06-30 | | Total amount of commissions paid to insurance broker | USD $7,294 | | 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 $7,294 | | Insurance broker organization code? | 3 | | Insurance broker name | ENRIQUE ABREU |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 98415 |
| Policy instance | 1 |
| Insurance contract or identification number | 98415 | | Number of Individuals Covered | 22 | | Insurance policy start date | 2012-07-01 | | Insurance policy end date | 2013-06-30 | | Total amount of commissions paid to insurance broker | USD $6,914 | | 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 $6,914 | | Insurance broker organization code? | 3 | | Insurance broker name | ENRIQUE ABREU |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 98415 |
| Policy instance | 1 |
| Insurance contract or identification number | 98415 | | Number of Individuals Covered | 25 | | Insurance policy start date | 2011-07-01 | | Total amount of commissions paid to insurance broker | USD $4,990 | | 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 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 98415 |
| Policy instance | 1 |
| Insurance contract or identification number | 98415 | | Number of Individuals Covered | 25 | | Insurance policy start date | 2010-07-01 | | Insurance policy end date | 2011-06-30 | | Total amount of commissions paid to insurance broker | USD $1,545,679 | | 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? | Yes | | 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 |
|
