SORELLA STONE, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SORELLA STONE, LLC RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2022: SORELLA STONE, LLC RETIREMENT PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 24 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 15 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 10 |
| Total of all active and inactive participants | 2022-01-01 | 25 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 25 |
| Number of participants with account balances | 2022-01-01 | 25 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: SORELLA STONE, LLC RETIREMENT PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 25 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 15 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 8 |
| Total of all active and inactive participants | 2021-01-01 | 23 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 23 |
| Number of participants with account balances | 2021-01-01 | 23 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 1 |
| 2020: SORELLA STONE, LLC RETIREMENT PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 30 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 17 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 7 |
| Total of all active and inactive participants | 2020-01-01 | 25 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 25 |
| Number of participants with account balances | 2020-01-01 | 25 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 2 |
| 2019: SORELLA STONE, LLC RETIREMENT PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 32 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 19 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 10 |
| Total of all active and inactive participants | 2019-01-01 | 31 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 31 |
| Number of participants with account balances | 2019-01-01 | 31 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 3 |
| 2018: SORELLA STONE, LLC RETIREMENT PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 30 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 22 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 10 |
| Total of all active and inactive participants | 2018-01-01 | 33 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 33 |
| Number of participants with account balances | 2018-01-01 | 33 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: SORELLA STONE, LLC RETIREMENT PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 28 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 19 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 10 |
| Total of all active and inactive participants | 2017-01-01 | 29 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 29 |
| Number of participants with account balances | 2017-01-01 | 29 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: SORELLA STONE, LLC RETIREMENT PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 29 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 16 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 10 |
| Total of all active and inactive participants | 2016-01-01 | 26 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 26 |
| Number of participants with account balances | 2016-01-01 | 26 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: SORELLA STONE, LLC RETIREMENT PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 29 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 16 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 13 |
| Total of all active and inactive participants | 2015-01-01 | 29 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 29 |
| Number of participants with account balances | 2015-01-01 | 21 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: SORELLA STONE, LLC RETIREMENT PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 31 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 29 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
| Total of all active and inactive participants | 2014-01-01 | 29 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 29 |
| Number of participants with account balances | 2014-01-01 | 29 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: SORELLA STONE, LLC RETIREMENT PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 24 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 31 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
| Total of all active and inactive participants | 2013-01-01 | 31 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 31 |
| Number of participants with account balances | 2013-01-01 | 31 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: SORELLA STONE, LLC RETIREMENT PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 25 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 25 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
| Total of all active and inactive participants | 2012-01-01 | 25 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 25 |
| Number of participants with account balances | 2012-01-01 | 25 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: SORELLA STONE, LLC RETIREMENT PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 34 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 34 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
| Total of all active and inactive participants | 2011-01-01 | 34 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 34 |
| Number of participants with account balances | 2011-01-01 | 34 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: SORELLA STONE, LLC RETIREMENT PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 35 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 35 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
| Total of all active and inactive participants | 2010-01-01 | 35 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 35 |
| Number of participants with account balances | 2010-01-01 | 35 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
| 2009: SORELLA STONE, LLC RETIREMENT PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 37 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 37 |
| Total of all active and inactive participants | 2009-01-01 | 37 |
| Total participants | 2009-01-01 | 37 |
| Number of participants with account balances | 2009-01-01 | 37 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2022 : SORELLA STONE, LLC RETIREMENT PLAN 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $-318,803 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $37,854 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $25,000 |
| Total plan assets at end of year | 2022-12-31 | $2,572,078 |
| Total plan assets at beginning of year | 2022-12-31 | $2,928,735 |
| Value of fidelity bond covering the plan | 2022-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $107,078 |
| Other income received | 2022-12-31 | $-455,437 |
| Net income (gross income less expenses) | 2022-12-31 | $-356,657 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $2,572,078 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,928,735 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $29,556 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $12,854 |
| 2021 : SORELLA STONE, LLC RETIREMENT PLAN 2021 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $486,879 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $14,875 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $6,157 |
| Total plan assets at end of year | 2021-12-31 | $2,928,735 |
| Total plan assets at beginning of year | 2021-12-31 | $2,456,731 |
| Value of fidelity bond covering the plan | 2021-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $114,093 |
| Other income received | 2021-12-31 | $344,868 |
| Net income (gross income less expenses) | 2021-12-31 | $472,004 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $2,928,735 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,456,731 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $27,918 |
| Value of corrective distributions | 2021-12-31 | $8,718 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : SORELLA STONE, LLC RETIREMENT PLAN 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $492,894 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $99,565 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $91,541 |
| Total plan assets at end of year | 2020-12-31 | $2,456,731 |
| Total plan assets at beginning of year | 2020-12-31 | $2,063,402 |
| Value of fidelity bond covering the plan | 2020-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $127,023 |
| Other income received | 2020-12-31 | $334,621 |
| Net income (gross income less expenses) | 2020-12-31 | $393,329 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $2,456,731 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,063,402 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $31,250 |
| Value of corrective distributions | 2020-12-31 | $8,024 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : SORELLA STONE, LLC RETIREMENT PLAN 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $578,154 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $109,617 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $102,669 |
| Total plan assets at end of year | 2019-12-31 | $2,063,402 |
| Total plan assets at beginning of year | 2019-12-31 | $1,594,865 |
| Value of fidelity bond covering the plan | 2019-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $142,360 |
| Other income received | 2019-12-31 | $323,393 |
| Net income (gross income less expenses) | 2019-12-31 | $468,537 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $2,063,402 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,594,865 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $112,401 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $6,948 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : SORELLA STONE, LLC RETIREMENT PLAN 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $90,409 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $254,657 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $247,949 |
| Total plan assets at end of year | 2018-12-31 | $1,594,865 |
| Total plan assets at beginning of year | 2018-12-31 | $1,759,113 |
| Value of fidelity bond covering the plan | 2018-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $142,943 |
| Other income received | 2018-12-31 | $-84,494 |
| Net income (gross income less expenses) | 2018-12-31 | $-164,248 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,594,865 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,759,113 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $31,960 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $6,708 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : SORELLA STONE, LLC RETIREMENT PLAN 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $381,548 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $35,493 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $31,292 |
| Total plan assets at end of year | 2017-12-31 | $1,759,113 |
| Total plan assets at beginning of year | 2017-12-31 | $1,413,058 |
| Value of fidelity bond covering the plan | 2017-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $126,862 |
| Other income received | 2017-12-31 | $227,115 |
| Net income (gross income less expenses) | 2017-12-31 | $346,055 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,759,113 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,413,058 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $27,571 |
| Value of corrective distributions | 2017-12-31 | $4,201 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : SORELLA STONE, LLC RETIREMENT PLAN 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-12-31 | $0 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $171,055 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $129,085 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $129,038 |
| Total plan assets at end of year | 2016-12-31 | $1,413,058 |
| Total plan assets at beginning of year | 2016-12-31 | $1,371,088 |
| Value of fidelity bond covering the plan | 2016-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $76,819 |
| Other income received | 2016-12-31 | $69,999 |
| Net income (gross income less expenses) | 2016-12-31 | $41,970 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,413,058 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,371,088 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $24,237 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $47 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : SORELLA STONE, LLC RETIREMENT PLAN 2015 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $13,358 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $140,189 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $140,113 |
| Total plan assets at end of year | 2015-12-31 | $1,371,088 |
| Total plan assets at beginning of year | 2015-12-31 | $1,497,919 |
| Value of fidelity bond covering the plan | 2015-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $25,169 |
| Other income received | 2015-12-31 | $-11,811 |
| Net income (gross income less expenses) | 2015-12-31 | $-126,831 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,371,088 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,497,919 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $76 |
| 2014 : SORELLA STONE, LLC RETIREMENT PLAN 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-12-31 | $0 |
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $76,860 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $47,692 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $47,600 |
| Total plan assets at end of year | 2014-12-31 | $1,497,919 |
| Total plan assets at beginning of year | 2014-12-31 | $1,468,751 |
| Value of fidelity bond covering the plan | 2014-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $13,421 |
| Other income received | 2014-12-31 | $63,439 |
| Net income (gross income less expenses) | 2014-12-31 | $29,168 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,497,919 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,468,751 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $92 |
| 2013 : SORELLA STONE, LLC RETIREMENT PLAN 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total plan liabilities at beginning of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $270,984 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $126,923 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $126,823 |
| Total plan assets at end of year | 2013-12-31 | $1,468,751 |
| Total plan assets at beginning of year | 2013-12-31 | $1,324,690 |
| Value of fidelity bond covering the plan | 2013-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $12,479 |
| Other income received | 2013-12-31 | $258,505 |
| Net income (gross income less expenses) | 2013-12-31 | $144,061 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,468,751 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,324,690 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $100 |
| 2012 : SORELLA STONE, LLC RETIREMENT PLAN 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-12-31 | $0 |
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $169,641 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $182,798 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $182,693 |
| Total plan assets at end of year | 2012-12-31 | $1,324,690 |
| Total plan assets at beginning of year | 2012-12-31 | $1,337,847 |
| Value of fidelity bond covering the plan | 2012-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $19,723 |
| Other income received | 2012-12-31 | $149,918 |
| Net income (gross income less expenses) | 2012-12-31 | $-13,157 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,324,690 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,337,847 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $105 |
| 2011 : SORELLA STONE, LLC RETIREMENT PLAN 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-12-31 | $0 |
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $-28,650 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $29,003 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $28,854 |
| Total plan assets at end of year | 2011-12-31 | $1,337,847 |
| Total plan assets at beginning of year | 2011-12-31 | $1,395,500 |
| Value of fidelity bond covering the plan | 2011-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $31,360 |
| Other income received | 2011-12-31 | $-60,010 |
| Net income (gross income less expenses) | 2011-12-31 | $-57,653 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,337,847 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,395,500 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $149 |
| 2010 : SORELLA STONE, LLC RETIREMENT PLAN 2010 401k financial data |
|---|
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $175,573 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $20,528 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $20,400 |
| Total plan assets at end of year | 2010-12-31 | $1,395,500 |
| Total plan assets at beginning of year | 2010-12-31 | $1,240,455 |
| Value of fidelity bond covering the plan | 2010-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $39,378 |
| Other income received | 2010-12-31 | $136,195 |
| Net income (gross income less expenses) | 2010-12-31 | $155,045 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,395,500 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,240,455 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $128 |
| 2022: SORELLA STONE, LLC RETIREMENT PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: SORELLA STONE, LLC RETIREMENT PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: SORELLA STONE, LLC RETIREMENT PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: SORELLA STONE, LLC RETIREMENT PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: SORELLA STONE, LLC RETIREMENT PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: SORELLA STONE, LLC RETIREMENT PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: SORELLA STONE, LLC RETIREMENT PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: SORELLA STONE, LLC RETIREMENT PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: SORELLA STONE, LLC RETIREMENT PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: SORELLA STONE, LLC RETIREMENT PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: SORELLA STONE, LLC RETIREMENT PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: SORELLA STONE, LLC RETIREMENT PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: SORELLA STONE, LLC RETIREMENT PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: SORELLA STONE, LLC RETIREMENT PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | GP 30446/FWD4 |
| Policy instance | 1 |
| Insurance contract or identification number | GP 30446/FWD4 | | Number of Individuals Covered | 25 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $4,619 | | 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? | Yes | | 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Other information about contract | GROUP VAR ANNUITY W/GUARANTEE FUND | | Commission paid to Insurance Broker | USD $4,619 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | NONE | | Insurance broker organization code? | 4 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | GP 30446/FWD4 |
| Policy instance | 1 |
| Insurance contract or identification number | GP 30446/FWD4 | | Number of Individuals Covered | 24 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $10,691 | | 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? | Yes | | 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Other information about contract | GROUP VAR ANNUITY W/GUARANTEE FUND | | Commission paid to Insurance Broker | USD $10,691 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | NONE | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | GP 30446/FWD4 |
| Policy instance | 1 |
| Insurance contract or identification number | GP 30446/FWD4 | | Number of Individuals Covered | 26 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $8,350 | | 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? | Yes | | 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Other information about contract | GROUP VAR ANNUITY W/GUARANTEE FUND | | Commission paid to Insurance Broker | USD $8,350 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | NONE | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | GP 30446/FWD4 |
| Policy instance | 1 |
| Insurance contract or identification number | GP 30446/FWD4 | | Number of Individuals Covered | 30 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $7,126 | | 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? | Yes | | 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Other information about contract | GROUP VAR ANNUITY W/GUARANTEE FUND | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 7126 | | Additional information about fees paid to insurance broker | NONE | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | GP 30446/FWD4 |
| Policy instance | 1 |
| Insurance contract or identification number | GP 30446/FWD4 | | Number of Individuals Covered | 29 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $4,736 | | 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,736 | | Insurance broker organization code? | 3 | | Insurance broker name | UBS FINANCIAL SERVICE INC. |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 68790 |
| Policy instance | 1 |
| Insurance contract or identification number | 68790 | | Number of Individuals Covered | 29 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $5,995 | | Total amount of fees paid to insurance company | USD $0 | | Commission paid to Insurance Broker | USD $5,995 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Insurance broker name | UBS FINANCIAL SERVICES, INC. |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 68790 |
| Policy instance | 1 |
| Insurance contract or identification number | 68790 | | Number of Individuals Covered | 29 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $5,947 | | Total amount of fees paid to insurance company | USD $0 | | Commission paid to Insurance Broker | USD $5,947 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Insurance broker name | UBS FINANCIAL SERVICES, INC. |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 68790 |
| Policy instance | 1 |
| Insurance contract or identification number | 68790 | | Number of Individuals Covered | 31 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $5,753 | | Total amount of fees paid to insurance company | USD $0 | | Commission paid to Insurance Broker | USD $5,753 | | Insurance broker organization code? | 3 | | Insurance broker name | UBS FINANCIAL SERVICES, INC. |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 68790 |
| Policy instance | 1 |
| Insurance contract or identification number | 68790 | | Number of Individuals Covered | 32 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $5,110 | | Total amount of fees paid to insurance company | USD $0 | | Commission paid to Insurance Broker | USD $5,110 | | Insurance broker organization code? | 3 | | Insurance broker name | UBS FINANCIAL INS AGENCY |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 68790 |
| Policy instance | 1 |
| Insurance contract or identification number | 68790 | | Number of Individuals Covered | 34 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $5,130 | | Total amount of fees paid to insurance company | USD $0 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 68790 |
| Policy instance | 1 |
| Insurance contract or identification number | 68790 | | Number of Individuals Covered | 35 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $5,027 | | Total amount of fees paid to insurance company | USD $0 |
|
