401k Plan data: HARRIS WOOLF 401(K) PLAN I plan

HARRIS WOOLF 401(K) PLAN I 401k Plan overview

Plan Name	HARRIS WOOLF 401(K) PLAN I
Plan identification number	001

HARRIS WOOLF 401(K) PLAN I Benefits

401k Plan Type

Defined 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.
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.

401k Sponsoring company profile

HARRIS WOOLF CALIFORNIA ALMONDS has sponsored the creation of one or more 401k plans.

Company Name: HARRIS WOOLF CALIFORNIA ALMONDS

Employer identification number (EIN): 770204909

NAIC Classification: 111300
NAIC Description: Fruit and Tree Nut Farming

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HARRIS WOOLF 401(K) PLAN I

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 JUSTIN MOREHEAD 2023-10-12 JUSTIN MOREHEAD 2023-10-12
001 2021-01-01 JUSTIN MOREHEAD 2022-10-14 JUSTIN MOREHEAD 2022-10-14
001 2020-01-01 JUSTIN MOREHEAD 2021-10-11 JUSTIN MOREHEAD 2021-10-11
001 2019-01-01 JUSTIN MOREHEAD 2020-10-15 JUSTIN MOREHEAD 2020-10-15
001 2018-01-01
001 2017-01-01 PAUL FANELLI 2018-10-14 PAUL FANELLI 2018-10-14
001 2016-01-01 PAUL FANELLI 2017-10-16 PAUL FANELLI 2017-10-16
001 2015-01-01 PAUL FANELLI 2016-10-14 JOEL PERKINS 2016-10-14
001 2014-01-01 PAUL FANELLI 2015-10-14 JOEL PERKINS 2015-10-14
001 2013-01-01 PAUL FANELLI JOEL PERKINS 2014-10-15
001 2012-01-01 PAUL FANELLI JOEL PERKINS 2013-10-15
001 2011-01-01 PAUL FANELLI JOEL PERKINS 2012-12-12
001 2010-01-01 PAUL FANELLI 2011-10-14 JOEL PERKINS 2011-10-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	JUSTIN MOREHEAD	2023-10-12	JUSTIN MOREHEAD	2023-10-12
001	2021-01-01	JUSTIN MOREHEAD	2022-10-14	JUSTIN MOREHEAD	2022-10-14
001	2020-01-01	JUSTIN MOREHEAD	2021-10-11	JUSTIN MOREHEAD	2021-10-11
001	2019-01-01	JUSTIN MOREHEAD	2020-10-15	JUSTIN MOREHEAD	2020-10-15
001	2018-01-01
001	2017-01-01	PAUL FANELLI	2018-10-14	PAUL FANELLI	2018-10-14
001	2016-01-01	PAUL FANELLI	2017-10-16	PAUL FANELLI	2017-10-16
001	2015-01-01	PAUL FANELLI	2016-10-14	JOEL PERKINS	2016-10-14
001	2014-01-01	PAUL FANELLI	2015-10-14	JOEL PERKINS	2015-10-14
001	2013-01-01	PAUL FANELLI		JOEL PERKINS	2014-10-15
001	2012-01-01	PAUL FANELLI		JOEL PERKINS	2013-10-15
001	2011-01-01	PAUL FANELLI		JOEL PERKINS	2012-12-12
001	2010-01-01	PAUL FANELLI	2011-10-14	JOEL PERKINS	2011-10-14

Plan Statistics for HARRIS WOOLF 401(K) PLAN I

401k plan membership statisitcs for HARRIS WOOLF 401(K) PLAN I

Measure Date Value
2013: HARRIS WOOLF 401(K) PLAN I 2013 401k membership
Total participants, beginning-of-year 2013-01-01 250
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 209
Number of retired or separated participants receiving benefits 2013-01-01 3
Number of other retired or separated participants entitled to future benefits 2013-01-01 16
Total of all active and inactive participants 2013-01-01 228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 228
Number of participants with account balances 2013-01-01 90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: HARRIS WOOLF 401(K) PLAN I 2012 401k membership
Total participants, beginning-of-year 2012-01-01 185
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 243
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 13
Total of all active and inactive participants 2012-01-01 256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 256
Number of participants with account balances 2012-01-01 91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: HARRIS WOOLF 401(K) PLAN I 2011 401k membership
Total participants, beginning-of-year 2011-01-01 131
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 162
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 10
Total of all active and inactive participants 2011-01-01 172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 172
Number of participants with account balances 2011-01-01 53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2013: HARRIS WOOLF 401(K) PLAN I 2013 401k membership
Total participants, beginning-of-year	2013-01-01	250
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	209
Number of retired or separated participants receiving benefits	2013-01-01	3
Number of other retired or separated participants entitled to future benefits	2013-01-01	16
Total of all active and inactive participants	2013-01-01	228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	228
Number of participants with account balances	2013-01-01	90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: HARRIS WOOLF 401(K) PLAN I 2012 401k membership
Total participants, beginning-of-year	2012-01-01	185
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	243
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	13
Total of all active and inactive participants	2012-01-01	256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	256
Number of participants with account balances	2012-01-01	91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: HARRIS WOOLF 401(K) PLAN I 2011 401k membership
Total participants, beginning-of-year	2011-01-01	131
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	162
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	10
Total of all active and inactive participants	2011-01-01	172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	172
Number of participants with account balances	2011-01-01	53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on HARRIS WOOLF 401(K) PLAN I

Measure	Date	Value
2013 : HARRIS WOOLF 401(K) PLAN I 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$827,764
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$166,612
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$149,549
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$489,629
Value of total assets at end of year	2013-12-31	$2,410,835
Value of total assets at beginning of year	2013-12-31	$1,749,683
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$17,063
Total interest from all sources	2013-12-31	$628
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$169,229
Participant contributions at end of year	2013-12-31	$56
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$189,678
Administrative expenses (other) incurred	2013-12-31	$17,063
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Income. Non cash contributions	2013-12-31	$0
Value of net income/loss	2013-12-31	$661,152
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$2,410,835
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$1,749,683
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$2,386,595
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$1,665,023
Interest earned on other investments	2013-12-31	$628
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$24,139
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$39,475
Net investment gain/loss from pooled separate accounts	2013-12-31	$337,507
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$130,722
Employer contributions (assets) at end of year	2013-12-31	$45
Employer contributions (assets) at beginning of year	2013-12-31	$45,185
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$149,549
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	BAKER PETERSON & FRANKLIN LLP
Accountancy firm EIN	2013-12-31	941743187
2012 : HARRIS WOOLF 401(K) PLAN I 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$841,090
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$194,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$182,297
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$687,072
Value of total assets at end of year	2012-12-31	$1,749,683
Value of total assets at beginning of year	2012-12-31	$1,102,632
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$11,742
Total interest from all sources	2012-12-31	$744
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$135,304
Participant contributions at beginning of year	2012-12-31	$4,527
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$424,542
Administrative expenses (other) incurred	2012-12-31	$11,742
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$647,051
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$1,749,683
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$1,102,632
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$1,665,023
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$1,061,013
Interest earned on other investments	2012-12-31	$744
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$39,475
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$34,125
Net investment gain/loss from pooled separate accounts	2012-12-31	$153,274
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$127,226
Employer contributions (assets) at end of year	2012-12-31	$45,185
Employer contributions (assets) at beginning of year	2012-12-31	$2,967
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$182,297
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	BAKER PETERSON & FRANKLIN LLP
Accountancy firm EIN	2012-12-31	941743187
2011 : HARRIS WOOLF 401(K) PLAN I 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$44
Total income from all sources (including contributions)	2011-12-31	$178,774
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$76,139
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$64,387
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$199,773
Value of total assets at end of year	2011-12-31	$1,102,632
Value of total assets at beginning of year	2011-12-31	$1,000,041
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$11,752
Total interest from all sources	2011-12-31	$718
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$128,649
Participant contributions at end of year	2011-12-31	$4,527
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$44
Administrative expenses (other) incurred	2011-12-31	$11,752
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$102,635
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$1,102,632
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$999,997
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$1,061,013
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$969,191
Interest earned on other investments	2011-12-31	$718
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$34,125
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$30,850
Net investment gain/loss from pooled separate accounts	2011-12-31	$-21,717
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$71,124
Employer contributions (assets) at end of year	2011-12-31	$2,967
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$64,387
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	BAKER PETERSON & FRANKLIN LLP
Accountancy firm EIN	2011-12-31	941743187

Form 5500 Responses for HARRIS WOOLF 401(K) PLAN I

2013: HARRIS WOOLF 401(K) PLAN I 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: HARRIS WOOLF 401(K) PLAN I 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: HARRIS WOOLF 401(K) PLAN I 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
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

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

60421

Policy instance

Insurance contract or identification number	60421
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $13,722
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $13,722
Insurance broker organization code?	4
Insurance broker name	CETERA ADVISOR NETWORKS INSURANCE S

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

60421

Policy instance

Insurance contract or identification number	60421
Number of Individuals Covered	92
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $8,206
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $8,206
Insurance broker organization code?	4
Insurance broker name	FINANCIAL NETWORK INSURANCE SERVICE

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

60421

Policy instance

Insurance contract or identification number	60421
Number of Individuals Covered	54
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $7,241
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Potentially related plans

HARRIS WOOLF CALIFORNIA ALMONDS, LLC HEALTH AND WELFARE BENEFIT PLAN [EIN = 770204609]

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Company Name:	HARRIS WOOLF CALIFORNIA ALMONDS
Employer identification number (EIN):	770204909
NAIC Classification:	111300
NAIC Description:	Fruit and Tree Nut Farming