ALLIED HEATING & AIR CONDITIONING COMPANY, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ALLIED HEATING & AIR CONDITIONING CO., INC. 401(K) & PROFIT SHARING PLAN
401k plan membership statisitcs for ALLIED HEATING & AIR CONDITIONING CO., INC. 401(K) & PROFIT SHARING PLAN
Measure | Date | Value |
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2020: ALLIED HEATING & AIR CONDITIONING CO., INC. 401(K) & PROFIT SHARING PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-10-01 | 22 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-10-01 | 11 |
Number of retired or separated participants receiving benefits | 2020-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-10-01 | 8 |
Total of all active and inactive participants | 2020-10-01 | 19 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-10-01 | 0 |
Total participants | 2020-10-01 | 19 |
Number of participants with account balances | 2020-10-01 | 19 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-10-01 | 3 |
2019: ALLIED HEATING & AIR CONDITIONING CO., INC. 401(K) & PROFIT SHARING PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-10-01 | 22 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-10-01 | 14 |
Number of retired or separated participants receiving benefits | 2019-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-10-01 | 7 |
Total of all active and inactive participants | 2019-10-01 | 21 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-10-01 | 0 |
Total participants | 2019-10-01 | 21 |
Number of participants with account balances | 2019-10-01 | 21 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-10-01 | 0 |
2018: ALLIED HEATING & AIR CONDITIONING CO., INC. 401(K) & PROFIT SHARING PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-10-01 | 16 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-10-01 | 14 |
Number of retired or separated participants receiving benefits | 2018-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-10-01 | 8 |
Total of all active and inactive participants | 2018-10-01 | 22 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-10-01 | 0 |
Total participants | 2018-10-01 | 22 |
Number of participants with account balances | 2018-10-01 | 20 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-10-01 | 1 |
2017: ALLIED HEATING & AIR CONDITIONING CO., INC. 401(K) & PROFIT SHARING PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-10-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-10-01 | 10 |
Number of retired or separated participants receiving benefits | 2017-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-10-01 | 6 |
Total of all active and inactive participants | 2017-10-01 | 16 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-10-01 | 0 |
Total participants | 2017-10-01 | 16 |
Number of participants with account balances | 2017-10-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-10-01 | 2 |
2016: ALLIED HEATING & AIR CONDITIONING CO., INC. 401(K) & PROFIT SHARING PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-10-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-10-01 | 13 |
Number of retired or separated participants receiving benefits | 2016-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-10-01 | 7 |
Total of all active and inactive participants | 2016-10-01 | 20 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-10-01 | 0 |
Total participants | 2016-10-01 | 20 |
Number of participants with account balances | 2016-10-01 | 20 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-10-01 | 2 |
2015: ALLIED HEATING & AIR CONDITIONING CO., INC. 401(K) & PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-10-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-10-01 | 13 |
Number of retired or separated participants receiving benefits | 2015-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-10-01 | 6 |
Total of all active and inactive participants | 2015-10-01 | 19 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-10-01 | 0 |
Total participants | 2015-10-01 | 19 |
Number of participants with account balances | 2015-10-01 | 19 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-10-01 | 1 |
2014: ALLIED HEATING & AIR CONDITIONING CO., INC. 401(K) & PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-10-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-10-01 | 10 |
Number of retired or separated participants receiving benefits | 2014-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-10-01 | 5 |
Total of all active and inactive participants | 2014-10-01 | 15 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-10-01 | 0 |
Total participants | 2014-10-01 | 15 |
Number of participants with account balances | 2014-10-01 | 15 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-10-01 | 0 |
2013: ALLIED HEATING & AIR CONDITIONING CO., INC. 401(K) & PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-10-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-10-01 | 12 |
Number of retired or separated participants receiving benefits | 2013-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-10-01 | 5 |
Total of all active and inactive participants | 2013-10-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-10-01 | 0 |
Total participants | 2013-10-01 | 17 |
Number of participants with account balances | 2013-10-01 | 17 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-10-01 | 0 |
2012: ALLIED HEATING & AIR CONDITIONING CO., INC. 401(K) & PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-10-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-10-01 | 10 |
Number of retired or separated participants receiving benefits | 2012-10-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2012-10-01 | 4 |
Total of all active and inactive participants | 2012-10-01 | 15 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-10-01 | 0 |
Total participants | 2012-10-01 | 15 |
Number of participants with account balances | 2012-10-01 | 15 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-10-01 | 1 |
2011: ALLIED HEATING & AIR CONDITIONING CO., INC. 401(K) & PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-10-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-10-01 | 12 |
Number of retired or separated participants receiving benefits | 2011-10-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2011-10-01 | 2 |
Total of all active and inactive participants | 2011-10-01 | 15 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-10-01 | 0 |
Total participants | 2011-10-01 | 15 |
Number of participants with account balances | 2011-10-01 | 14 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-10-01 | 0 |
2010: ALLIED HEATING & AIR CONDITIONING CO., INC. 401(K) & PROFIT SHARING PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-10-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-10-01 | 11 |
Number of retired or separated participants receiving benefits | 2010-10-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2010-10-01 | 3 |
Total of all active and inactive participants | 2010-10-01 | 15 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-10-01 | 0 |
Total participants | 2010-10-01 | 15 |
Number of participants with account balances | 2010-10-01 | 15 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-10-01 | 1 |
2009: ALLIED HEATING & AIR CONDITIONING CO., INC. 401(K) & PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-10-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-10-01 | 10 |
Number of retired or separated participants receiving benefits | 2009-10-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2009-10-01 | 3 |
Total of all active and inactive participants | 2009-10-01 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-10-01 | 0 |
Total participants | 2009-10-01 | 14 |
Number of participants with account balances | 2009-10-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-10-01 | 1 |
Measure | Date | Value |
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2021 : ALLIED HEATING & AIR CONDITIONING CO., INC. 401(K) & PROFIT SHARING PLAN 2021 401k financial data |
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Transfers to/from the plan | 2021-09-30 | $0 |
Total plan liabilities at end of year | 2021-09-30 | $0 |
Total income from all sources | 2021-09-30 | $535,860 |
Expenses. Total of all expenses incurred | 2021-09-30 | $30,255 |
Benefits paid (including direct rollovers) | 2021-09-30 | $10,503 |
Total plan assets at end of year | 2021-09-30 | $3,259,949 |
Total plan assets at beginning of year | 2021-09-30 | $2,754,344 |
Value of fidelity bond covering the plan | 2021-09-30 | $300,000 |
Total contributions received or receivable from participants | 2021-09-30 | $104,986 |
Expenses. Other expenses not covered elsewhere | 2021-09-30 | $19,752 |
Contributions received from other sources (not participants or employers) | 2021-09-30 | $0 |
Other income received | 2021-09-30 | $338,961 |
Noncash contributions received | 2021-09-30 | $0 |
Net income (gross income less expenses) | 2021-09-30 | $505,605 |
Net plan assets at end of year (total assets less liabilities) | 2021-09-30 | $3,259,949 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-09-30 | $2,754,344 |
Total contributions received or receivable from employer(s) | 2021-09-30 | $91,913 |
Value of certain deemed distributions of participant loans | 2021-09-30 | $0 |
Value of corrective distributions | 2021-09-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-09-30 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-09-30 | $0 |
2020 : ALLIED HEATING & AIR CONDITIONING CO., INC. 401(K) & PROFIT SHARING PLAN 2020 401k financial data |
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Transfers to/from the plan | 2020-09-30 | $0 |
Total plan liabilities at beginning of year | 2020-09-30 | $0 |
Total income from all sources | 2020-09-30 | $519,935 |
Expenses. Total of all expenses incurred | 2020-09-30 | $48,266 |
Benefits paid (including direct rollovers) | 2020-09-30 | $32,498 |
Total plan assets at end of year | 2020-09-30 | $2,754,344 |
Total plan assets at beginning of year | 2020-09-30 | $2,282,675 |
Value of fidelity bond covering the plan | 2020-09-30 | $300,000 |
Total contributions received or receivable from participants | 2020-09-30 | $98,645 |
Other income received | 2020-09-30 | $316,367 |
Net income (gross income less expenses) | 2020-09-30 | $471,669 |
Net plan assets at end of year (total assets less liabilities) | 2020-09-30 | $2,754,344 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-09-30 | $2,282,675 |
Total contributions received or receivable from employer(s) | 2020-09-30 | $104,923 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-09-30 | $15,768 |
2019 : ALLIED HEATING & AIR CONDITIONING CO., INC. 401(K) & PROFIT SHARING PLAN 2019 401k financial data |
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Transfers to/from the plan | 2019-09-30 | $0 |
Total plan liabilities at end of year | 2019-09-30 | $0 |
Total plan liabilities at beginning of year | 2019-09-30 | $0 |
Total income from all sources | 2019-09-30 | $257,743 |
Expenses. Total of all expenses incurred | 2019-09-30 | $73,803 |
Benefits paid (including direct rollovers) | 2019-09-30 | $60,377 |
Total plan assets at end of year | 2019-09-30 | $2,282,675 |
Total plan assets at beginning of year | 2019-09-30 | $2,098,735 |
Value of fidelity bond covering the plan | 2019-09-30 | $228,268 |
Total contributions received or receivable from participants | 2019-09-30 | $92,884 |
Expenses. Other expenses not covered elsewhere | 2019-09-30 | $0 |
Contributions received from other sources (not participants or employers) | 2019-09-30 | $36 |
Other income received | 2019-09-30 | $71,967 |
Noncash contributions received | 2019-09-30 | $0 |
Net income (gross income less expenses) | 2019-09-30 | $183,940 |
Net plan assets at end of year (total assets less liabilities) | 2019-09-30 | $2,282,675 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-09-30 | $2,098,735 |
Total contributions received or receivable from employer(s) | 2019-09-30 | $92,856 |
Value of certain deemed distributions of participant loans | 2019-09-30 | $0 |
Value of corrective distributions | 2019-09-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-09-30 | $13,426 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-09-30 | $0 |
2018 : ALLIED HEATING & AIR CONDITIONING CO., INC. 401(K) & PROFIT SHARING PLAN 2018 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-09-30 | $0 |
2017 : ALLIED HEATING & AIR CONDITIONING CO., INC. 401(K) & PROFIT SHARING PLAN 2017 401k financial data |
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Total plan liabilities at beginning of year | 2017-09-30 | $0 |
Total income from all sources | 2017-09-30 | $351,935 |
Expenses. Total of all expenses incurred | 2017-09-30 | $105,855 |
Benefits paid (including direct rollovers) | 2017-09-30 | $102,329 |
Total plan assets at end of year | 2017-09-30 | $1,966,183 |
Total plan assets at beginning of year | 2017-09-30 | $1,720,103 |
Value of fidelity bond covering the plan | 2017-09-30 | $50,000 |
Total contributions received or receivable from participants | 2017-09-30 | $92,827 |
Expenses. Other expenses not covered elsewhere | 2017-09-30 | $0 |
Contributions received from other sources (not participants or employers) | 2017-09-30 | $0 |
Other income received | 2017-09-30 | $154,399 |
Noncash contributions received | 2017-09-30 | $0 |
Net income (gross income less expenses) | 2017-09-30 | $246,080 |
Net plan assets at end of year (total assets less liabilities) | 2017-09-30 | $1,966,183 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-09-30 | $1,720,103 |
Total contributions received or receivable from employer(s) | 2017-09-30 | $104,709 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-09-30 | $3,526 |
2016 : ALLIED HEATING & AIR CONDITIONING CO., INC. 401(K) & PROFIT SHARING PLAN 2016 401k financial data |
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Total plan liabilities at end of year | 2016-09-30 | $0 |
Total plan liabilities at beginning of year | 2016-09-30 | $0 |
Total income from all sources | 2016-09-30 | $373,569 |
Expenses. Total of all expenses incurred | 2016-09-30 | $4,418 |
Benefits paid (including direct rollovers) | 2016-09-30 | $0 |
Total plan assets at end of year | 2016-09-30 | $1,720,103 |
Total plan assets at beginning of year | 2016-09-30 | $1,350,952 |
Value of fidelity bond covering the plan | 2016-09-30 | $50,000 |
Total contributions received or receivable from participants | 2016-09-30 | $58,871 |
Expenses. Other expenses not covered elsewhere | 2016-09-30 | $0 |
Contributions received from other sources (not participants or employers) | 2016-09-30 | $0 |
Other income received | 2016-09-30 | $225,276 |
Noncash contributions received | 2016-09-30 | $0 |
Net income (gross income less expenses) | 2016-09-30 | $369,151 |
Net plan assets at end of year (total assets less liabilities) | 2016-09-30 | $1,720,103 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-09-30 | $1,350,952 |
Total contributions received or receivable from employer(s) | 2016-09-30 | $89,422 |
Value of certain deemed distributions of participant loans | 2016-09-30 | $0 |
Value of corrective distributions | 2016-09-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-09-30 | $4,418 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-09-30 | $0 |
2015 : ALLIED HEATING & AIR CONDITIONING CO., INC. 401(K) & PROFIT SHARING PLAN 2015 401k financial data |
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Total plan liabilities at end of year | 2015-09-30 | $0 |
Total plan liabilities at beginning of year | 2015-09-30 | $0 |
Total income from all sources | 2015-09-30 | $82,130 |
Expenses. Total of all expenses incurred | 2015-09-30 | $356,340 |
Benefits paid (including direct rollovers) | 2015-09-30 | $356,340 |
Total plan assets at end of year | 2015-09-30 | $1,350,952 |
Total plan assets at beginning of year | 2015-09-30 | $1,625,162 |
Value of fidelity bond covering the plan | 2015-09-30 | $50,000 |
Total contributions received or receivable from participants | 2015-09-30 | $63,333 |
Expenses. Other expenses not covered elsewhere | 2015-09-30 | $0 |
Contributions received from other sources (not participants or employers) | 2015-09-30 | $0 |
Other income received | 2015-09-30 | $-83,026 |
Noncash contributions received | 2015-09-30 | $0 |
Net income (gross income less expenses) | 2015-09-30 | $-274,210 |
Net plan assets at end of year (total assets less liabilities) | 2015-09-30 | $1,350,952 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-09-30 | $1,625,162 |
Total contributions received or receivable from employer(s) | 2015-09-30 | $101,823 |
Value of certain deemed distributions of participant loans | 2015-09-30 | $0 |
Value of corrective distributions | 2015-09-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-09-30 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-09-30 | $0 |
2014 : ALLIED HEATING & AIR CONDITIONING CO., INC. 401(K) & PROFIT SHARING PLAN 2014 401k financial data |
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Total plan liabilities at end of year | 2014-09-30 | $0 |
Total plan liabilities at beginning of year | 2014-09-30 | $0 |
Total income from all sources | 2014-09-30 | $223,278 |
Expenses. Total of all expenses incurred | 2014-09-30 | $0 |
Benefits paid (including direct rollovers) | 2014-09-30 | $0 |
Total plan assets at end of year | 2014-09-30 | $1,625,162 |
Total plan assets at beginning of year | 2014-09-30 | $1,401,884 |
Value of fidelity bond covering the plan | 2014-09-30 | $50,000 |
Total contributions received or receivable from participants | 2014-09-30 | $54,711 |
Expenses. Other expenses not covered elsewhere | 2014-09-30 | $0 |
Contributions received from other sources (not participants or employers) | 2014-09-30 | $0 |
Other income received | 2014-09-30 | $86,502 |
Noncash contributions received | 2014-09-30 | $0 |
Net income (gross income less expenses) | 2014-09-30 | $223,278 |
Net plan assets at end of year (total assets less liabilities) | 2014-09-30 | $1,625,162 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-09-30 | $1,401,884 |
Total contributions received or receivable from employer(s) | 2014-09-30 | $82,065 |
Value of certain deemed distributions of participant loans | 2014-09-30 | $0 |
Value of corrective distributions | 2014-09-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-09-30 | $0 |
2013 : ALLIED HEATING & AIR CONDITIONING CO., INC. 401(K) & PROFIT SHARING PLAN 2013 401k financial data |
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Total plan liabilities at end of year | 2013-09-30 | $0 |
Total plan liabilities at beginning of year | 2013-09-30 | $0 |
Total income from all sources | 2013-09-30 | $220,564 |
Expenses. Total of all expenses incurred | 2013-09-30 | $0 |
Total plan assets at end of year | 2013-09-30 | $1,401,884 |
Total plan assets at beginning of year | 2013-09-30 | $1,181,320 |
Value of fidelity bond covering the plan | 2013-09-30 | $200,000 |
Total contributions received or receivable from participants | 2013-09-30 | $43,067 |
Contributions received from other sources (not participants or employers) | 2013-09-30 | $0 |
Other income received | 2013-09-30 | $96,724 |
Noncash contributions received | 2013-09-30 | $0 |
Net income (gross income less expenses) | 2013-09-30 | $220,564 |
Net plan assets at end of year (total assets less liabilities) | 2013-09-30 | $1,401,884 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-09-30 | $1,181,320 |
Total contributions received or receivable from employer(s) | 2013-09-30 | $80,773 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-09-30 | $0 |
2012 : ALLIED HEATING & AIR CONDITIONING CO., INC. 401(K) & PROFIT SHARING PLAN 2012 401k financial data |
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Total plan liabilities at end of year | 2012-09-30 | $0 |
Total plan liabilities at beginning of year | 2012-09-30 | $0 |
Total income from all sources | 2012-09-30 | $349,718 |
Expenses. Total of all expenses incurred | 2012-09-30 | $101,030 |
Benefits paid (including direct rollovers) | 2012-09-30 | $101,030 |
Total plan assets at end of year | 2012-09-30 | $1,181,320 |
Total plan assets at beginning of year | 2012-09-30 | $932,632 |
Value of fidelity bond covering the plan | 2012-09-30 | $200,000 |
Total contributions received or receivable from participants | 2012-09-30 | $38,129 |
Expenses. Other expenses not covered elsewhere | 2012-09-30 | $0 |
Contributions received from other sources (not participants or employers) | 2012-09-30 | $53,839 |
Other income received | 2012-09-30 | $184,590 |
Noncash contributions received | 2012-09-30 | $0 |
Net income (gross income less expenses) | 2012-09-30 | $248,688 |
Net plan assets at end of year (total assets less liabilities) | 2012-09-30 | $1,181,320 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-09-30 | $932,632 |
Total contributions received or receivable from employer(s) | 2012-09-30 | $73,160 |
Value of certain deemed distributions of participant loans | 2012-09-30 | $0 |
Value of corrective distributions | 2012-09-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-09-30 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-09-30 | $0 |
2011 : ALLIED HEATING & AIR CONDITIONING CO., INC. 401(K) & PROFIT SHARING PLAN 2011 401k financial data |
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Transfers to/from the plan | 2011-09-30 | $0 |
Total plan liabilities at end of year | 2011-09-30 | $0 |
Total plan liabilities at beginning of year | 2011-09-30 | $0 |
Total income from all sources | 2011-09-30 | $89,180 |
Expenses. Total of all expenses incurred | 2011-09-30 | $64,420 |
Benefits paid (including direct rollovers) | 2011-09-30 | $64,420 |
Total plan assets at end of year | 2011-09-30 | $932,632 |
Total plan assets at beginning of year | 2011-09-30 | $907,872 |
Value of fidelity bond covering the plan | 2011-09-30 | $200,000 |
Total contributions received or receivable from participants | 2011-09-30 | $28,432 |
Expenses. Other expenses not covered elsewhere | 2011-09-30 | $0 |
Contributions received from other sources (not participants or employers) | 2011-09-30 | $0 |
Other income received | 2011-09-30 | $-19,069 |
Noncash contributions received | 2011-09-30 | $0 |
Net income (gross income less expenses) | 2011-09-30 | $24,760 |
Net plan assets at end of year (total assets less liabilities) | 2011-09-30 | $932,632 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-09-30 | $907,872 |
Total contributions received or receivable from employer(s) | 2011-09-30 | $79,817 |
Value of certain deemed distributions of participant loans | 2011-09-30 | $0 |
Value of corrective distributions | 2011-09-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-09-30 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-09-30 | $0 |
2010 : ALLIED HEATING & AIR CONDITIONING CO., INC. 401(K) & PROFIT SHARING PLAN 2010 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-09-30 | $0 |
2020: ALLIED HEATING & AIR CONDITIONING CO., INC. 401(K) & PROFIT SHARING PLAN 2020 form 5500 responses |
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2020-10-01 | Type of plan entity | Single employer plan |
2020-10-01 | Submission has been amended | No |
2020-10-01 | This submission is the final filing | No |
2020-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-10-01 | Plan is a collectively bargained plan | No |
2020-10-01 | Plan funding arrangement – Insurance | Yes |
2020-10-01 | Plan funding arrangement – Trust | Yes |
2020-10-01 | Plan benefit arrangement – Insurance | Yes |
2020-10-01 | Plan benefit arrangement - Trust | Yes |
2019: ALLIED HEATING & AIR CONDITIONING CO., INC. 401(K) & PROFIT SHARING PLAN 2019 form 5500 responses |
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2019-10-01 | Type of plan entity | Single employer plan |
2019-10-01 | Submission has been amended | No |
2019-10-01 | This submission is the final filing | No |
2019-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-10-01 | Plan is a collectively bargained plan | No |
2019-10-01 | Plan funding arrangement – Insurance | Yes |
2019-10-01 | Plan funding arrangement – Trust | Yes |
2019-10-01 | Plan benefit arrangement – Insurance | Yes |
2019-10-01 | Plan benefit arrangement - Trust | Yes |
2018: ALLIED HEATING & AIR CONDITIONING CO., INC. 401(K) & PROFIT SHARING PLAN 2018 form 5500 responses |
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2018-10-01 | Type of plan entity | Single employer plan |
2018-10-01 | Submission has been amended | No |
2018-10-01 | This submission is the final filing | No |
2018-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-10-01 | Plan is a collectively bargained plan | No |
2018-10-01 | Plan funding arrangement – Insurance | Yes |
2018-10-01 | Plan funding arrangement – Trust | Yes |
2018-10-01 | Plan benefit arrangement – Insurance | Yes |
2018-10-01 | Plan benefit arrangement - Trust | Yes |
2017: ALLIED HEATING & AIR CONDITIONING CO., INC. 401(K) & PROFIT SHARING PLAN 2017 form 5500 responses |
---|
2017-10-01 | Type of plan entity | Single employer plan |
2017-10-01 | Submission has been amended | No |
2017-10-01 | This submission is the final filing | No |
2017-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-10-01 | Plan is a collectively bargained plan | No |
2017-10-01 | Plan funding arrangement – Insurance | Yes |
2017-10-01 | Plan funding arrangement – Trust | Yes |
2017-10-01 | Plan benefit arrangement – Insurance | Yes |
2017-10-01 | Plan benefit arrangement - Trust | Yes |
2016: ALLIED HEATING & AIR CONDITIONING CO., INC. 401(K) & PROFIT SHARING PLAN 2016 form 5500 responses |
---|
2016-10-01 | Type of plan entity | Single employer plan |
2016-10-01 | Submission has been amended | No |
2016-10-01 | This submission is the final filing | No |
2016-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-10-01 | Plan is a collectively bargained plan | No |
2016-10-01 | Plan funding arrangement – Insurance | Yes |
2016-10-01 | Plan funding arrangement – Trust | Yes |
2016-10-01 | Plan benefit arrangement – Insurance | Yes |
2016-10-01 | Plan benefit arrangement - Trust | Yes |
2015: ALLIED HEATING & AIR CONDITIONING CO., INC. 401(K) & PROFIT SHARING PLAN 2015 form 5500 responses |
---|
2015-10-01 | Type of plan entity | Single employer plan |
2015-10-01 | Submission has been amended | No |
2015-10-01 | This submission is the final filing | No |
2015-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-10-01 | Plan is a collectively bargained plan | No |
2015-10-01 | Plan funding arrangement – Insurance | Yes |
2015-10-01 | Plan funding arrangement – Trust | Yes |
2015-10-01 | Plan benefit arrangement – Insurance | Yes |
2015-10-01 | Plan benefit arrangement - Trust | Yes |
2014: ALLIED HEATING & AIR CONDITIONING CO., INC. 401(K) & PROFIT SHARING PLAN 2014 form 5500 responses |
---|
2014-10-01 | Type of plan entity | Single employer plan |
2014-10-01 | Submission has been amended | No |
2014-10-01 | This submission is the final filing | No |
2014-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-10-01 | Plan is a collectively bargained plan | No |
2014-10-01 | Plan funding arrangement – Insurance | Yes |
2014-10-01 | Plan funding arrangement – Trust | Yes |
2014-10-01 | Plan benefit arrangement – Insurance | Yes |
2014-10-01 | Plan benefit arrangement - Trust | Yes |
2013: ALLIED HEATING & AIR CONDITIONING CO., INC. 401(K) & PROFIT SHARING PLAN 2013 form 5500 responses |
---|
2013-10-01 | Type of plan entity | Single employer plan |
2013-10-01 | Submission has been amended | No |
2013-10-01 | This submission is the final filing | No |
2013-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-10-01 | Plan is a collectively bargained plan | No |
2013-10-01 | Plan funding arrangement – Insurance | Yes |
2013-10-01 | Plan funding arrangement – Trust | Yes |
2013-10-01 | Plan benefit arrangement – Insurance | Yes |
2013-10-01 | Plan benefit arrangement - Trust | Yes |
2012: ALLIED HEATING & AIR CONDITIONING CO., INC. 401(K) & PROFIT SHARING PLAN 2012 form 5500 responses |
---|
2012-10-01 | Type of plan entity | Single employer plan |
2012-10-01 | Submission has been amended | No |
2012-10-01 | This submission is the final filing | No |
2012-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-10-01 | Plan is a collectively bargained plan | No |
2012-10-01 | Plan funding arrangement – Insurance | Yes |
2012-10-01 | Plan funding arrangement – Trust | Yes |
2012-10-01 | Plan benefit arrangement – Insurance | Yes |
2012-10-01 | Plan benefit arrangement - Trust | Yes |
2011: ALLIED HEATING & AIR CONDITIONING CO., INC. 401(K) & PROFIT SHARING PLAN 2011 form 5500 responses |
---|
2011-10-01 | Type of plan entity | Single employer plan |
2011-10-01 | Submission has been amended | No |
2011-10-01 | This submission is the final filing | No |
2011-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-10-01 | Plan is a collectively bargained plan | No |
2011-10-01 | Plan funding arrangement – Insurance | Yes |
2011-10-01 | Plan funding arrangement – Trust | Yes |
2011-10-01 | Plan benefit arrangement – Insurance | Yes |
2011-10-01 | Plan benefit arrangement - Trust | Yes |
2010: ALLIED HEATING & AIR CONDITIONING CO., INC. 401(K) & PROFIT SHARING PLAN 2010 form 5500 responses |
---|
2010-10-01 | Type of plan entity | Single employer plan |
2010-10-01 | Submission has been amended | No |
2010-10-01 | This submission is the final filing | No |
2010-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-10-01 | Plan is a collectively bargained plan | No |
2010-10-01 | Plan funding arrangement – Insurance | Yes |
2010-10-01 | Plan funding arrangement – Trust | Yes |
2010-10-01 | Plan benefit arrangement – Insurance | Yes |
2010-10-01 | Plan benefit arrangement - Trust | Yes |
2009: ALLIED HEATING & AIR CONDITIONING CO., INC. 401(K) & PROFIT SHARING PLAN 2009 form 5500 responses |
---|
2009-10-01 | Type of plan entity | Single employer plan |
2009-10-01 | Submission has been amended | No |
2009-10-01 | This submission is the final filing | No |
2009-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-10-01 | Plan is a collectively bargained plan | No |
2009-10-01 | Plan funding arrangement – Insurance | Yes |
2009-10-01 | Plan funding arrangement – Trust | Yes |
2009-10-01 | Plan benefit arrangement – Insurance | Yes |
2009-10-01 | Plan benefit arrangement - Trust | Yes |
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 29743 |
Policy instance | 1 |
Insurance contract or identification number | 29743 | Number of Individuals Covered | 19 | Insurance policy start date | 2020-10-01 | Insurance policy end date | 2021-09-30 | Total amount of commissions paid to insurance broker | USD $7,480 | Total amount of fees paid to insurance company | USD $1,501 | 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? | Yes | 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 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $7,480 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 1501 | Additional information about fees paid to insurance broker | TPA FEES |
|
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 29743 |
Policy instance | 1 |
Insurance contract or identification number | 29743 | Number of Individuals Covered | 21 | Insurance policy start date | 2019-10-01 | Insurance policy end date | 2020-09-30 | Total amount of commissions paid to insurance broker | USD $5,946 | Total amount of fees paid to insurance company | USD $1,190 | 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? | Yes | 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 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $5,946 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 1190 | Additional information about fees paid to insurance broker | TPA FEES |
|
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 29743 |
Policy instance | 1 |
Insurance contract or identification number | 29743 | Number of Individuals Covered | 20 | Insurance policy start date | 2018-10-01 | Insurance policy end date | 2019-09-30 | Total amount of commissions paid to insurance broker | USD $4,721 | Total amount of fees paid to insurance company | USD $1,030 | 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 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,721 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 1030 | Additional information about fees paid to insurance broker | TPA FEES |
|
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 29743 |
Policy instance | 1 |
Insurance contract or identification number | 29743 | Number of Individuals Covered | 16 | Insurance policy start date | 2017-10-01 | Insurance policy end date | 2018-09-30 | Total amount of commissions paid to insurance broker | USD $5,539 | Total amount of fees paid to insurance company | USD $1,161 | 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 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 29743 |
Policy instance | 1 |
Insurance contract or identification number | 29743 | Number of Individuals Covered | 19 | Insurance policy start date | 2015-10-01 | Insurance policy end date | 2016-09-30 | Total amount of commissions paid to insurance broker | USD $4,711 | Total amount of fees paid to insurance company | USD $717 | 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 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,711 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 717 | Additional information about fees paid to insurance broker | TPA FEES | Insurance broker name | FLYNN, SHOJINAGA & ASSOCIATES, INC. |
|
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 29743 |
Policy instance | 1 |
Insurance contract or identification number | 29743 | Number of Individuals Covered | 15 | Insurance policy start date | 2014-10-01 | Insurance policy end date | 2015-09-30 | Total amount of commissions paid to insurance broker | USD $4,113 | Total amount of fees paid to insurance company | USD $1,222 | 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 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,113 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 1222 | Additional information about fees paid to insurance broker | TPA FEES | Insurance broker name | FLYNN, SHOJINAGA & ASSOCIATES, INC. |
|
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 29743 |
Policy instance | 1 |
Insurance contract or identification number | 29743 | Number of Individuals Covered | 17 | Insurance policy start date | 2013-10-01 | Insurance policy end date | 2014-09-30 | Total amount of commissions paid to insurance broker | USD $5,505 | Total amount of fees paid to insurance company | USD $230 | 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 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $5,505 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 230 | Additional information about fees paid to insurance broker | TPA FEES | Insurance broker name | FLYNN, SHOJINAGA & ASSOCIATES, INC. |
|
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 29743 |
Policy instance | 1 |
Insurance contract or identification number | 29743 | Number of Individuals Covered | 15 | Insurance policy start date | 2011-10-01 | Insurance policy end date | 2012-09-30 | Total amount of commissions paid to insurance broker | USD $9,287 | Total amount of fees paid to insurance company | USD $1,991 | 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 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $9,287 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 1991 | Additional information about fees paid to insurance broker | TPA FEES | Insurance broker name | FLYNN, SHOJINAGA & ASSOCIATES, INC. |
|
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 29743 |
Policy instance | 1 |
Insurance contract or identification number | 29743 | Number of Individuals Covered | 15 | Insurance policy start date | 2011-10-01 | Insurance policy end date | 2012-09-30 | Total amount of commissions paid to insurance broker | USD $8,542 | Total amount of fees paid to insurance company | USD $985 | 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 | 29743 |
Policy instance | 1 |
Insurance contract or identification number | 29743 | Number of Individuals Covered | 14 | Insurance policy start date | 2010-10-01 | Insurance policy end date | 2011-09-30 | Total amount of commissions paid to insurance broker | USD $8,375 | 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 |
|