?>
Logo

HPI REAL ESTATE 401(K) PLAN 401k Plan overview

Plan NameHPI REAL ESTATE 401(K) PLAN
Plan identification number 001

HPI REAL ESTATE 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HPI REAL ESTATE MANAGEMENT, INC. has sponsored the creation of one or more 401k plans.

Company Name:HPI REAL ESTATE MANAGEMENT, INC.
Employer identification number (EIN):742695248
NAIC Classification:531310

Additional information about HPI REAL ESTATE MANAGEMENT, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1994-01-24
Company Identification Number: 0129847200
Legal Registered Office Address: 3700 N CAPITAL OF TEXAS HWY STE 420

AUSTIN
United States of America (USA)
78746

More information about HPI REAL ESTATE MANAGEMENT, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HPI REAL ESTATE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01CYNTHIA POWELL
0012016-01-01CYNTHIA POWELL
0012015-01-01CYNTHIA POWELL
0012014-01-01CYNTHIA POWELL
0012013-01-01CYNTHIA POWELL2014-03-20
0012012-01-01CYNTHIA POWELL2013-04-22
0012011-01-01CYNTHIA POWELL2012-05-22
0012010-01-01CYNTHIA POWELL2011-05-11 RICHARD ANDERSON2011-05-19

Plan Statistics for HPI REAL ESTATE 401(K) PLAN

401k plan membership statisitcs for HPI REAL ESTATE 401(K) PLAN

Measure Date Value
2022: HPI REAL ESTATE 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01201
Total number of active participants reported on line 7a of the Form 55002022-01-01152
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0145
Total of all active and inactive participants2022-01-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01197
Number of participants with account balances2022-01-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: HPI REAL ESTATE 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01199
Total number of active participants reported on line 7a of the Form 55002021-01-01151
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0147
Total of all active and inactive participants2021-01-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01200
Number of participants with account balances2021-01-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: HPI REAL ESTATE 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01201
Total number of active participants reported on line 7a of the Form 55002020-01-01136
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0143
Total of all active and inactive participants2020-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01181
Number of participants with account balances2020-01-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: HPI REAL ESTATE 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01185
Total number of active participants reported on line 7a of the Form 55002019-01-01139
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0143
Total of all active and inactive participants2019-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01183
Number of participants with account balances2019-01-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: HPI REAL ESTATE 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01172
Total number of active participants reported on line 7a of the Form 55002018-01-01130
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0138
Total of all active and inactive participants2018-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01169
Number of participants with account balances2018-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: HPI REAL ESTATE 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01161
Total number of active participants reported on line 7a of the Form 55002017-01-01127
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0137
Total of all active and inactive participants2017-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01164
Number of participants with account balances2017-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: HPI REAL ESTATE 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01135
Total number of active participants reported on line 7a of the Form 55002016-01-01109
Number of other retired or separated participants entitled to future benefits2016-01-0139
Total of all active and inactive participants2016-01-01148
Total participants2016-01-01148
Number of participants with account balances2016-01-01142
2015: HPI REAL ESTATE 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01135
Total number of active participants reported on line 7a of the Form 55002015-01-01107
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0126
Total of all active and inactive participants2015-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01133
Number of participants with account balances2015-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: HPI REAL ESTATE 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01126
Total number of active participants reported on line 7a of the Form 55002014-01-01106
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0124
Total of all active and inactive participants2014-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01131
Number of participants with account balances2014-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010

Financial Data on HPI REAL ESTATE 401(K) PLAN

Measure Date Value
2022 : HPI REAL ESTATE 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,870,915
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,374,246
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,280,874
Expenses. Certain deemed distributions of participant loans2022-12-31$38,960
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,080,926
Value of total assets at end of year2022-12-31$18,589,031
Value of total assets at beginning of year2022-12-31$21,834,192
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$54,412
Total interest from all sources2022-12-31$18,585
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$95,984
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$95,984
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,431,617
Participant contributions at end of year2022-12-31$258,567
Participant contributions at beginning of year2022-12-31$337,714
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$94,320
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$329
Other income not declared elsewhere2022-12-31$-103,221
Total non interest bearing cash at beginning of year2022-12-31$39,179
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,245,161
Value of net assets at end of year (total assets less liabilities)2022-12-31$18,589,031
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$21,834,192
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$15,457,486
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$20,376,198
Interest on participant loans2022-12-31$3,228
Interest earned on other investments2022-12-31$15,357
Value of interest in common/collective trusts at end of year2022-12-31$42,485
Value of interest in common/collective trusts at beginning of year2022-12-31$1,080,772
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,830,493
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,959,321
Net investment gain or loss from common/collective trusts2022-12-31$-3,868
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$554,989
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,280,874
Contract administrator fees2022-12-31$54,412
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31RILEY & COMPANY, PLLC
Accountancy firm EIN2022-12-31760560371
2021 : HPI REAL ESTATE 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$5,278,156
Total of all expenses incurred2021-12-31$1,835,220
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,789,339
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,270,292
Value of total assets at end of year2021-12-31$21,834,192
Value of total assets at beginning of year2021-12-31$18,391,256
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$45,881
Total interest from all sources2021-12-31$15,055
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$265,509
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$265,509
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,317,492
Participant contributions at end of year2021-12-31$337,714
Participant contributions at beginning of year2021-12-31$255,040
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$433,627
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$329
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$500
Administrative expenses (other) incurred2021-12-31$7,045
Total non interest bearing cash at end of year2021-12-31$39,179
Total non interest bearing cash at beginning of year2021-12-31$27,683
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,442,936
Value of net assets at end of year (total assets less liabilities)2021-12-31$21,834,192
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$18,391,256
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$38,836
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$20,376,198
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$17,116,636
Interest on participant loans2021-12-31$15,055
Value of interest in common/collective trusts at end of year2021-12-31$1,080,772
Value of interest in common/collective trusts at beginning of year2021-12-31$991,397
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,706,452
Net investment gain or loss from common/collective trusts2021-12-31$20,848
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$519,173
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,789,339
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31RILEY & COMPANY, PLLC
Accountancy firm EIN2021-12-31760560371
2020 : HPI REAL ESTATE 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$3,918,871
Total of all expenses incurred2020-12-31$1,841,899
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,807,325
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,693,708
Value of total assets at end of year2020-12-31$18,391,256
Value of total assets at beginning of year2020-12-31$16,314,284
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$34,574
Total interest from all sources2020-12-31$14,571
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$231,247
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$231,247
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,209,966
Participant contributions at end of year2020-12-31$255,040
Participant contributions at beginning of year2020-12-31$247,018
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$500
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$434
Administrative expenses (other) incurred2020-12-31$3,360
Total non interest bearing cash at end of year2020-12-31$27,683
Total non interest bearing cash at beginning of year2020-12-31$18,268
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,076,972
Value of net assets at end of year (total assets less liabilities)2020-12-31$18,391,256
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$16,314,284
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$31,214
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$17,116,636
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$15,312,920
Interest on participant loans2020-12-31$14,571
Value of interest in common/collective trusts at end of year2020-12-31$991,397
Value of interest in common/collective trusts at beginning of year2020-12-31$735,644
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,957,060
Net investment gain or loss from common/collective trusts2020-12-31$22,285
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$483,742
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,807,325
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31RILEY & COMPANY, PLLC
Accountancy firm EIN2020-12-31760560371
2019 : HPI REAL ESTATE 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$4,418,048
Total of all expenses incurred2019-12-31$897,524
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$865,735
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,674,172
Value of total assets at end of year2019-12-31$16,314,284
Value of total assets at beginning of year2019-12-31$12,793,760
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$31,789
Total interest from all sources2019-12-31$6,623
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$277,087
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$277,087
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,129,328
Participant contributions at end of year2019-12-31$247,018
Participant contributions at beginning of year2019-12-31$68,190
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$75,259
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$434
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$136
Administrative expenses (other) incurred2019-12-31$3,467
Total non interest bearing cash at end of year2019-12-31$18,268
Total non interest bearing cash at beginning of year2019-12-31$9,973
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,520,524
Value of net assets at end of year (total assets less liabilities)2019-12-31$16,314,284
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$12,793,760
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$28,322
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$15,312,920
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$11,760,498
Interest on participant loans2019-12-31$6,623
Value of interest in common/collective trusts at end of year2019-12-31$735,644
Value of interest in common/collective trusts at beginning of year2019-12-31$954,963
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,435,292
Net investment gain or loss from common/collective trusts2019-12-31$24,874
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$469,585
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$865,735
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RILEY & COMPANY PLLC
Accountancy firm EIN2019-12-31760560371
2018 : HPI REAL ESTATE 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$479,591
Total of all expenses incurred2018-12-31$596,018
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$549,310
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,466,284
Value of total assets at end of year2018-12-31$12,793,760
Value of total assets at beginning of year2018-12-31$12,910,187
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$46,708
Total interest from all sources2018-12-31$3,640
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$307,272
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$307,272
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,008,086
Participant contributions at end of year2018-12-31$68,190
Participant contributions at beginning of year2018-12-31$66,781
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$58,207
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$136
Administrative expenses (other) incurred2018-12-31$1,080
Total non interest bearing cash at end of year2018-12-31$9,973
Total non interest bearing cash at beginning of year2018-12-31$10,849
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-116,427
Value of net assets at end of year (total assets less liabilities)2018-12-31$12,793,760
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$12,910,187
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$45,628
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$11,760,498
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$12,311,405
Interest on participant loans2018-12-31$3,640
Value of interest in common/collective trusts at end of year2018-12-31$954,963
Value of interest in common/collective trusts at beginning of year2018-12-31$521,152
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,277,125
Net investment gain/loss from pooled separate accounts2018-12-31$-43,946
Net investment gain or loss from common/collective trusts2018-12-31$23,466
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$399,991
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$549,310
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31RILEY & COMPANY PLLC
Accountancy firm EIN2018-12-31760560371
2017 : HPI REAL ESTATE 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$3,343,625
Total of all expenses incurred2017-12-31$416,689
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$377,365
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,502,157
Value of total assets at end of year2017-12-31$12,910,187
Value of total assets at beginning of year2017-12-31$9,983,251
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$39,324
Total interest from all sources2017-12-31$3,339
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$383,845
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$383,845
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$878,135
Participant contributions at end of year2017-12-31$66,781
Participant contributions at beginning of year2017-12-31$85,964
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$243,776
Administrative expenses (other) incurred2017-12-31$2,160
Total non interest bearing cash at end of year2017-12-31$10,849
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,926,936
Value of net assets at end of year (total assets less liabilities)2017-12-31$12,910,187
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,983,251
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$37,164
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$12,311,405
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$9,897,287
Interest on participant loans2017-12-31$3,339
Value of interest in common/collective trusts at end of year2017-12-31$521,152
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,441,595
Net investment gain or loss from common/collective trusts2017-12-31$12,689
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$380,246
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$377,365
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31RILEY & COMPANY PLLC
Accountancy firm EIN2017-12-31760560371
2016 : HPI REAL ESTATE 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$2,162,406
Total of all expenses incurred2016-12-31$625,988
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$553,790
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,369,132
Value of total assets at end of year2016-12-31$9,983,251
Value of total assets at beginning of year2016-12-31$8,446,833
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$72,198
Total interest from all sources2016-12-31$3,782
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$34,409
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$34,409
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$729,246
Participant contributions at end of year2016-12-31$85,964
Participant contributions at beginning of year2016-12-31$92,035
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$296,880
Other income not declared elsewhere2016-12-31$42,588
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,536,418
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,983,251
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,446,833
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$9,897,287
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$8,347,618
Interest on participant loans2016-12-31$3,782
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$7,180
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$712,495
Net investment gain/loss from pooled separate accounts2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$343,006
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$553,790
Contract administrator fees2016-12-31$72,198
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31RILEY & COMPANY PLLC
Accountancy firm EIN2016-12-31760560371
2015 : HPI REAL ESTATE 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$1,281,430
Total of all expenses incurred2015-12-31$1,117,246
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,068,358
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,213,015
Value of total assets at end of year2015-12-31$8,446,829
Value of total assets at beginning of year2015-12-31$8,282,645
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$48,888
Total interest from all sources2015-12-31$3,801
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$413,726
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$413,726
Administrative expenses professional fees incurred2015-12-31$1,954
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$710,527
Participant contributions at end of year2015-12-31$92,035
Participant contributions at beginning of year2015-12-31$77,227
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$159,424
Other income not declared elsewhere2015-12-31$29,571
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$164,184
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,446,829
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,282,645
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$46,934
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$8,347,614
Value of interest in pooled separate accounts at beginning of year2015-12-31$8,196,094
Interest on participant loans2015-12-31$3,801
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$7,180
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$9,324
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-377,124
Net investment gain/loss from pooled separate accounts2015-12-31$-1,559
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$343,064
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,068,358
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31RILEY & COMPANY
Accountancy firm EIN2015-12-31760560371
2014 : HPI REAL ESTATE 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,765,713
Total of all expenses incurred2014-12-31$905,107
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$883,848
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,365,073
Value of total assets at end of year2014-12-31$8,282,645
Value of total assets at beginning of year2014-12-31$7,422,039
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$21,259
Total interest from all sources2014-12-31$2,979
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$760
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$637,752
Participant contributions at end of year2014-12-31$77,227
Participant contributions at beginning of year2014-12-31$75,870
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$423,680
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$860,606
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,282,645
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,422,039
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$8,196,094
Value of interest in pooled separate accounts at beginning of year2014-12-31$7,340,078
Interest on participant loans2014-12-31$2,979
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$9,324
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$6,091
Net investment gain/loss from pooled separate accounts2014-12-31$397,661
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$303,641
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$883,848
Contract administrator fees2014-12-31$20,499
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31RILEY & COMPANY
Accountancy firm EIN2014-12-31760560371

Form 5500 Responses for HPI REAL ESTATE 401(K) PLAN

2022: HPI REAL ESTATE 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HPI REAL ESTATE 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HPI REAL ESTATE 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HPI REAL ESTATE 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HPI REAL ESTATE 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HPI REAL ESTATE 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HPI REAL ESTATE 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HPI REAL ESTATE 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HPI REAL ESTATE 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number467968
Policy instance 1
Insurance contract or identification number467968
Number of Individuals Covered199
Insurance policy start date2022-11-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512358
Policy instance 1
Insurance contract or identification number512358
Number of Individuals Covered153
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512358000
Policy instance 1
Insurance contract or identification number512358000
Number of Individuals Covered133
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number25215
Policy instance 1
Insurance contract or identification number25215
Number of Individuals Covered121
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $20,005
Total amount of fees paid to insurance companyUSD $760
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,005
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Amount paid for insurance broker fees760
Insurance broker nameBENEFIT SYSTEMS INC

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3