WANER CONSTRUCTION CO., INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WANER CONSTRUCTION CO., INC. 401(K) PROFIT SHARING PLAN & TRUST
401k plan membership statisitcs for WANER CONSTRUCTION CO., INC. 401(K) PROFIT SHARING PLAN & TRUST
Measure | Date | Value |
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2017: WANER CONSTRUCTION CO., INC. 401(K) PROFIT SHARING PLAN & TRUST 2017 401k membership |
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Total participants, beginning-of-year | 2017-10-01 | 101 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-10-01 | 68 |
Number of retired or separated participants receiving benefits | 2017-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-10-01 | 28 |
Total of all active and inactive participants | 2017-10-01 | 96 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-10-01 | 0 |
Total participants | 2017-10-01 | 96 |
Number of participants with account balances | 2017-10-01 | 87 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-10-01 | 2 |
2016: WANER CONSTRUCTION CO., INC. 401(K) PROFIT SHARING PLAN & TRUST 2016 401k membership |
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Total participants, beginning-of-year | 2016-10-01 | 94 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-10-01 | 83 |
Number of retired or separated participants receiving benefits | 2016-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-10-01 | 23 |
Total of all active and inactive participants | 2016-10-01 | 106 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-10-01 | 0 |
Total participants | 2016-10-01 | 106 |
Number of participants with account balances | 2016-10-01 | 88 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-10-01 | 6 |
2015: WANER CONSTRUCTION CO., INC. 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership |
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Total participants, beginning-of-year | 2015-10-01 | 86 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-10-01 | 78 |
Number of retired or separated participants receiving benefits | 2015-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-10-01 | 16 |
Total of all active and inactive participants | 2015-10-01 | 94 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-10-01 | 0 |
Total participants | 2015-10-01 | 94 |
Number of participants with account balances | 2015-10-01 | 79 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-10-01 | 6 |
2014: WANER CONSTRUCTION CO., INC. 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership |
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Total participants, beginning-of-year | 2014-10-01 | 79 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-10-01 | 72 |
Number of retired or separated participants receiving benefits | 2014-10-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2014-10-01 | 12 |
Total of all active and inactive participants | 2014-10-01 | 85 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-10-01 | 0 |
Total participants | 2014-10-01 | 85 |
Number of participants with account balances | 2014-10-01 | 72 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-10-01 | 2 |
2013: WANER CONSTRUCTION CO., INC. 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership |
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Total participants, beginning-of-year | 2013-10-01 | 64 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-10-01 | 70 |
Number of retired or separated participants receiving benefits | 2013-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-10-01 | 7 |
Total of all active and inactive participants | 2013-10-01 | 77 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-10-01 | 0 |
Total participants | 2013-10-01 | 77 |
Number of participants with account balances | 2013-10-01 | 62 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-10-01 | 1 |
2009: WANER CONSTRUCTION CO., INC. 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership |
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Total participants, beginning-of-year | 2009-10-01 | 57 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-10-01 | 42 |
Number of retired or separated participants receiving benefits | 2009-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-10-01 | 9 |
Total of all active and inactive participants | 2009-10-01 | 51 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-10-01 | 0 |
Total participants | 2009-10-01 | 51 |
Number of participants with account balances | 2009-10-01 | 51 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-10-01 | 2 |
Measure | Date | Value |
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2018 : WANER CONSTRUCTION CO., INC. 401(K) PROFIT SHARING PLAN & TRUST 2018 401k financial data |
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Total plan liabilities at end of year | 2018-09-30 | $0 |
Total plan liabilities at beginning of year | 2018-09-30 | $0 |
Total income from all sources | 2018-09-30 | $679,202 |
Expenses. Total of all expenses incurred | 2018-09-30 | $949,649 |
Benefits paid (including direct rollovers) | 2018-09-30 | $915,572 |
Total plan assets at end of year | 2018-09-30 | $4,376,754 |
Total plan assets at beginning of year | 2018-09-30 | $4,647,201 |
Value of fidelity bond covering the plan | 2018-09-30 | $250,000 |
Total contributions received or receivable from participants | 2018-09-30 | $302,028 |
Other income received | 2018-09-30 | $342,087 |
Net income (gross income less expenses) | 2018-09-30 | $-270,447 |
Net plan assets at end of year (total assets less liabilities) | 2018-09-30 | $4,376,754 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-09-30 | $4,647,201 |
Assets. Value of participant loans | 2018-09-30 | $17,656 |
Total contributions received or receivable from employer(s) | 2018-09-30 | $35,087 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-09-30 | $34,077 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-09-30 | $0 |
2017 : WANER CONSTRUCTION CO., INC. 401(K) PROFIT SHARING PLAN & TRUST 2017 401k financial data |
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Total plan liabilities at end of year | 2017-09-30 | $0 |
Total plan liabilities at beginning of year | 2017-09-30 | $0 |
Total income from all sources | 2017-09-30 | $788,156 |
Expenses. Total of all expenses incurred | 2017-09-30 | $100,339 |
Benefits paid (including direct rollovers) | 2017-09-30 | $69,111 |
Total plan assets at end of year | 2017-09-30 | $4,647,201 |
Total plan assets at beginning of year | 2017-09-30 | $3,959,384 |
Value of fidelity bond covering the plan | 2017-09-30 | $250,000 |
Total contributions received or receivable from participants | 2017-09-30 | $297,662 |
Other income received | 2017-09-30 | $456,052 |
Net income (gross income less expenses) | 2017-09-30 | $687,817 |
Net plan assets at end of year (total assets less liabilities) | 2017-09-30 | $4,647,201 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-09-30 | $3,959,384 |
Assets. Value of participant loans | 2017-09-30 | $23,486 |
Total contributions received or receivable from employer(s) | 2017-09-30 | $34,442 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-09-30 | $31,228 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-09-30 | $0 |
2016 : WANER CONSTRUCTION CO., INC. 401(K) PROFIT SHARING PLAN & TRUST 2016 401k financial data |
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Total plan liabilities at end of year | 2016-09-30 | $0 |
Total plan liabilities at beginning of year | 2016-09-30 | $0 |
Total income from all sources | 2016-09-30 | $1,177,674 |
Expenses. Total of all expenses incurred | 2016-09-30 | $84,266 |
Benefits paid (including direct rollovers) | 2016-09-30 | $72,549 |
Total plan assets at end of year | 2016-09-30 | $3,959,384 |
Total plan assets at beginning of year | 2016-09-30 | $2,865,976 |
Value of fidelity bond covering the plan | 2016-09-30 | $250,000 |
Total contributions received or receivable from participants | 2016-09-30 | $269,916 |
Contributions received from other sources (not participants or employers) | 2016-09-30 | $536,364 |
Other income received | 2016-09-30 | $336,623 |
Net income (gross income less expenses) | 2016-09-30 | $1,093,408 |
Net plan assets at end of year (total assets less liabilities) | 2016-09-30 | $3,959,384 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-09-30 | $2,865,976 |
Assets. Value of participant loans | 2016-09-30 | $29,005 |
Total contributions received or receivable from employer(s) | 2016-09-30 | $34,771 |
Value of certain deemed distributions of participant loans | 2016-09-30 | $463 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-09-30 | $11,254 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-09-30 | $0 |
2015 : WANER CONSTRUCTION CO., INC. 401(K) PROFIT SHARING PLAN & TRUST 2015 401k financial data |
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Total plan liabilities at end of year | 2015-09-30 | $0 |
Total plan liabilities at beginning of year | 2015-09-30 | $0 |
Total income from all sources | 2015-09-30 | $257,195 |
Expenses. Total of all expenses incurred | 2015-09-30 | $287,047 |
Benefits paid (including direct rollovers) | 2015-09-30 | $275,649 |
Total plan assets at end of year | 2015-09-30 | $2,865,976 |
Total plan assets at beginning of year | 2015-09-30 | $2,895,828 |
Value of fidelity bond covering the plan | 2015-09-30 | $250,000 |
Total contributions received or receivable from participants | 2015-09-30 | $250,357 |
Contributions received from other sources (not participants or employers) | 2015-09-30 | $6,219 |
Other income received | 2015-09-30 | $-34,382 |
Net income (gross income less expenses) | 2015-09-30 | $-29,852 |
Net plan assets at end of year (total assets less liabilities) | 2015-09-30 | $2,865,976 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-09-30 | $2,895,828 |
Assets. Value of participant loans | 2015-09-30 | $752 |
Total contributions received or receivable from employer(s) | 2015-09-30 | $35,001 |
Value of certain deemed distributions of participant loans | 2015-09-30 | $4,548 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-09-30 | $6,850 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-09-30 | $0 |
2014 : WANER CONSTRUCTION CO., INC. 401(K) PROFIT SHARING PLAN & TRUST 2014 401k financial data |
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Total plan liabilities at end of year | 2014-09-30 | $0 |
Total plan liabilities at beginning of year | 2014-09-30 | $0 |
Total income from all sources | 2014-09-30 | $459,153 |
Expenses. Total of all expenses incurred | 2014-09-30 | $15,124 |
Benefits paid (including direct rollovers) | 2014-09-30 | $3,822 |
Total plan assets at end of year | 2014-09-30 | $2,895,828 |
Total plan assets at beginning of year | 2014-09-30 | $2,451,799 |
Value of fidelity bond covering the plan | 2014-09-30 | $250,000 |
Total contributions received or receivable from participants | 2014-09-30 | $198,502 |
Other income received | 2014-09-30 | $228,606 |
Net income (gross income less expenses) | 2014-09-30 | $444,029 |
Net plan assets at end of year (total assets less liabilities) | 2014-09-30 | $2,895,828 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-09-30 | $2,451,799 |
Assets. Value of participant loans | 2014-09-30 | $4,548 |
Total contributions received or receivable from employer(s) | 2014-09-30 | $32,045 |
Value of corrective distributions | 2014-09-30 | $5,265 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-09-30 | $6,037 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-09-30 | $0 |
2011 : WANER CONSTRUCTION CO., INC. 401(K) PROFIT SHARING PLAN & TRUST 2011 401k financial data |
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Total plan liabilities at end of year | 2011-09-30 | $0 |
Total plan liabilities at beginning of year | 2011-09-30 | $0 |
Total income from all sources | 2011-09-30 | $140,444 |
Expenses. Total of all expenses incurred | 2011-09-30 | $620,366 |
Benefits paid (including direct rollovers) | 2011-09-30 | $620,366 |
Total plan assets at end of year | 2011-09-30 | $1,630,397 |
Total plan assets at beginning of year | 2011-09-30 | $2,110,319 |
Value of fidelity bond covering the plan | 2011-09-30 | $200,000 |
Total contributions received or receivable from participants | 2011-09-30 | $122,837 |
Other income received | 2011-09-30 | $-1,012 |
Net income (gross income less expenses) | 2011-09-30 | $-479,922 |
Net plan assets at end of year (total assets less liabilities) | 2011-09-30 | $1,630,397 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-09-30 | $2,110,319 |
Assets. Value of participant loans | 2011-09-30 | $4,507 |
Total contributions received or receivable from employer(s) | 2011-09-30 | $18,619 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-09-30 | $0 |
2010 : WANER CONSTRUCTION CO., INC. 401(K) PROFIT SHARING PLAN & TRUST 2010 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-09-30 | $0 |
2017: WANER CONSTRUCTION CO., INC. 401(K) PROFIT SHARING PLAN & TRUST 2017 form 5500 responses |
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2017-10-01 | Type of plan entity | Single employer plan |
2017-10-01 | Submission has been amended | No |
2017-10-01 | This submission is the final filing | No |
2017-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-10-01 | Plan is a collectively bargained plan | No |
2017-10-01 | Plan funding arrangement – Insurance | Yes |
2017-10-01 | Plan funding arrangement – Trust | Yes |
2017-10-01 | Plan benefit arrangement – Insurance | Yes |
2017-10-01 | Plan benefit arrangement - Trust | Yes |
2016: WANER CONSTRUCTION CO., INC. 401(K) PROFIT SHARING PLAN & TRUST 2016 form 5500 responses |
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2016-10-01 | Type of plan entity | Single employer plan |
2016-10-01 | Submission has been amended | No |
2016-10-01 | This submission is the final filing | No |
2016-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-10-01 | Plan is a collectively bargained plan | No |
2016-10-01 | Plan funding arrangement – Insurance | Yes |
2016-10-01 | Plan funding arrangement – Trust | Yes |
2016-10-01 | Plan benefit arrangement – Insurance | Yes |
2016-10-01 | Plan benefit arrangement - Trust | Yes |
2015: WANER CONSTRUCTION CO., INC. 401(K) PROFIT SHARING PLAN & TRUST 2015 form 5500 responses |
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2015-10-01 | Type of plan entity | Single employer plan |
2015-10-01 | Submission has been amended | No |
2015-10-01 | This submission is the final filing | No |
2015-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-10-01 | Plan is a collectively bargained plan | No |
2015-10-01 | Plan funding arrangement – Insurance | Yes |
2015-10-01 | Plan funding arrangement – Trust | Yes |
2015-10-01 | Plan benefit arrangement – Insurance | Yes |
2015-10-01 | Plan benefit arrangement - Trust | Yes |
2014: WANER CONSTRUCTION CO., INC. 401(K) PROFIT SHARING PLAN & TRUST 2014 form 5500 responses |
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2014-10-01 | Type of plan entity | Single employer plan |
2014-10-01 | Submission has been amended | No |
2014-10-01 | This submission is the final filing | No |
2014-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-10-01 | Plan is a collectively bargained plan | No |
2014-10-01 | Plan funding arrangement – Insurance | Yes |
2014-10-01 | Plan funding arrangement – Trust | Yes |
2014-10-01 | Plan benefit arrangement – Insurance | Yes |
2014-10-01 | Plan benefit arrangement - Trust | Yes |
2013: WANER CONSTRUCTION CO., INC. 401(K) PROFIT SHARING PLAN & TRUST 2013 form 5500 responses |
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2013-10-01 | Type of plan entity | Single employer plan |
2013-10-01 | Submission has been amended | No |
2013-10-01 | This submission is the final filing | No |
2013-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-10-01 | Plan is a collectively bargained plan | No |
2013-10-01 | Plan funding arrangement – Insurance | Yes |
2013-10-01 | Plan funding arrangement – Trust | Yes |
2013-10-01 | Plan benefit arrangement – Insurance | Yes |
2013-10-01 | Plan benefit arrangement - Trust | Yes |
2009: WANER CONSTRUCTION CO., INC. 401(K) PROFIT SHARING PLAN & TRUST 2009 form 5500 responses |
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2009-10-01 | Type of plan entity | Single employer plan |
2009-10-01 | Submission has been amended | No |
2009-10-01 | This submission is the final filing | No |
2009-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-10-01 | Plan is a collectively bargained plan | No |
2009-10-01 | Plan funding arrangement – Insurance | Yes |
2009-10-01 | Plan funding arrangement – Trust | Yes |
2009-10-01 | Plan benefit arrangement – Insurance | Yes |
2009-10-01 | Plan benefit arrangement - Trust | Yes |
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
Policy contract number | 335299-01 |
Policy instance | 1 |
Insurance contract or identification number | 335299-01 | Number of Individuals Covered | 30 | Insurance policy start date | 2017-10-01 | Insurance policy end date | 2018-09-30 | Total amount of commissions paid to insurance broker | USD $167 | 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 $167 | Insurance broker organization code? | 3 | Insurance broker name | IMA WEALTH INC. |
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GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
Policy contract number | 335299-01 |
Policy instance | 1 |
Insurance contract or identification number | 335299-01 | Number of Individuals Covered | 16 | Insurance policy start date | 2015-10-01 | Insurance policy end date | 2016-09-30 | Total amount of commissions paid to insurance broker | USD $793 | 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 $793 | Insurance broker organization code? | 3 | Insurance broker name | TRUENORTH,INC. |
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GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
Policy contract number | 335299-01 |
Policy instance | 1 |
Insurance contract or identification number | 335299-01 | Number of Individuals Covered | 13 | Insurance policy start date | 2014-10-01 | Insurance policy end date | 2015-09-30 | Total amount of commissions paid to insurance broker | USD $959 | 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 $959 | Insurance broker organization code? | 3 | Insurance broker name | TRUENORTH,INC. |
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GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
Policy contract number | 335299-01 |
Policy instance | 1 |
Insurance contract or identification number | 335299-01 | Number of Individuals Covered | 8 | Insurance policy start date | 2013-10-01 | Insurance policy end date | 2014-09-30 | Total amount of commissions paid to insurance broker | USD $843 | 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 $843 | Insurance broker organization code? | 3 | Insurance broker name | TRUENORTH,INC. |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 55317 |
Policy instance | 1 |
Insurance contract or identification number | 55317 | Number of Individuals Covered | 44 | Insurance policy start date | 2010-10-01 | Insurance policy end date | 2011-09-30 | Total amount of commissions paid to insurance broker | USD $6,447 | Total amount of fees paid to insurance company | USD $1,082 | 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? | Yes | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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