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VOICEBOX TECHNOLOGIES RETIREMENT PLAN 401k Plan overview

Plan NameVOICEBOX TECHNOLOGIES RETIREMENT PLAN
Plan identification number 001

VOICEBOX TECHNOLOGIES RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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

VOICEBOX TECHNOLOGIES has sponsored the creation of one or more 401k plans.

Company Name:VOICEBOX TECHNOLOGIES
Employer identification number (EIN):912167512
NAIC Classification:541519
NAIC Description:Other Computer Related Services

Additional information about VOICEBOX TECHNOLOGIES

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 4588910

More information about VOICEBOX TECHNOLOGIES

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VOICEBOX TECHNOLOGIES RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01
0012017-01-01JENNIFER AYLWIN
0012016-01-01TODD KENCK
0012015-01-01TODD KENCK
0012014-01-01TODD KENCK
0012013-01-01TODD KENCK2014-07-08
0012012-01-01TODD J. KENCK2013-06-28
0012011-01-01TODD KENCK2012-05-18
0012010-01-01MICHAEL R. KENNEWICK2011-07-29

Plan Statistics for VOICEBOX TECHNOLOGIES RETIREMENT PLAN

401k plan membership statisitcs for VOICEBOX TECHNOLOGIES RETIREMENT PLAN

Measure Date Value
2018: VOICEBOX TECHNOLOGIES RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01191
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-010
Number of participants with account balances2018-01-010
2017: VOICEBOX TECHNOLOGIES RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01287
Total number of active participants reported on line 7a of the Form 55002017-01-01118
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0173
Total of all active and inactive participants2017-01-01191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01191
Number of participants with account balances2017-01-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0138
2016: VOICEBOX TECHNOLOGIES RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01265
Total number of active participants reported on line 7a of the Form 55002016-01-01251
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0136
Total of all active and inactive participants2016-01-01287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01287
Number of participants with account balances2016-01-01198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0128
2015: VOICEBOX TECHNOLOGIES RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01250
Total number of active participants reported on line 7a of the Form 55002015-01-01248
Number of other retired or separated participants entitled to future benefits2015-01-0117
Total of all active and inactive participants2015-01-01265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01265
Number of participants with account balances2015-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: VOICEBOX TECHNOLOGIES RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01170
Total number of active participants reported on line 7a of the Form 55002014-01-01226
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0114
Total of all active and inactive participants2014-01-01240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01240
Number of participants with account balances2014-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010

Financial Data on VOICEBOX TECHNOLOGIES RETIREMENT PLAN

Measure Date Value
2018 : VOICEBOX TECHNOLOGIES RETIREMENT PLAN 2018 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : VOICEBOX TECHNOLOGIES RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,256,829
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,161,352
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,115,050
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,051,646
Value of total assets at end of year2017-12-31$7,737,937
Value of total assets at beginning of year2017-12-31$8,642,460
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$46,302
Total interest from all sources2017-12-31$2,969
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$169,296
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$169,296
Administrative expenses professional fees incurred2017-12-31$9,600
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$1,033,221
Participant contributions at end of year2017-12-31$90,280
Participant contributions at beginning of year2017-12-31$72,145
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$18,425
Total non interest bearing cash at end of year2017-12-31$36,775
Total non interest bearing cash at beginning of year2017-12-31$76,140
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-904,523
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,737,937
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,642,460
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$36,702
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$6,760,557
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$7,404,001
Interest on participant loans2017-12-31$2,969
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$850,325
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,090,174
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,032,918
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,115,050
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 name2017-12-31CLARK NUBER P.S.
Accountancy firm EIN2017-12-31911194016
2016 : VOICEBOX TECHNOLOGIES RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,006,433
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$854,630
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$805,382
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,327,960
Value of total assets at end of year2016-12-31$8,642,460
Value of total assets at beginning of year2016-12-31$6,490,657
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$49,248
Total interest from all sources2016-12-31$3,423
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$171,733
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$171,733
Administrative expenses professional fees incurred2016-12-31$8,400
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,903,741
Participant contributions at end of year2016-12-31$72,145
Participant contributions at beginning of year2016-12-31$96,339
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$71,909
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$66,298
Total non interest bearing cash at end of year2016-12-31$76,140
Total non interest bearing cash at beginning of year2016-12-31$0
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$2,151,803
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,642,460
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,490,657
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
Investment advisory and management fees2016-12-31$40,848
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$7,404,001
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,497,582
Interest on participant loans2016-12-31$3,423
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,090,174
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$824,827
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$503,317
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 contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$357,921
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$805,382
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 name2016-12-31CLARK NUBER P.S.
Accountancy firm EIN2016-12-31911194016
2015 : VOICEBOX TECHNOLOGIES RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$1,756,424
Total of all expenses incurred2015-12-31$91,357
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$44,836
Expenses. Certain deemed distributions of participant loans2015-12-31$4,005
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,764,917
Value of total assets at end of year2015-12-31$6,490,657
Value of total assets at beginning of year2015-12-31$4,825,590
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$42,516
Total interest from all sources2015-12-31$4,766
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$649,066
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,541,934
Participant contributions at end of year2015-12-31$96,339
Participant contributions at beginning of year2015-12-31$126,050
Participant contributions at end of year2015-12-31$71,909
Participant contributions at beginning of year2015-12-31$64,357
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$222,983
Administrative expenses (other) incurred2015-12-31$42,516
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$1,665,067
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,490,657
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,825,590
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$5,497,582
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,063,225
Interest on participant loans2015-12-31$4,766
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$824,827
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$571,958
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-13,259
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$44,836
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 name2015-12-31CLARK NUBER P.S.
Accountancy firm EIN2015-12-31911194016
2014 : VOICEBOX TECHNOLOGIES RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,573,710
Total of all expenses incurred2014-12-31$143,148
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$112,980
Value of total corrective distributions2014-12-31$781
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,326,354
Value of total assets at end of year2014-12-31$4,825,590
Value of total assets at beginning of year2014-12-31$3,395,028
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$29,387
Total interest from all sources2014-12-31$4,816
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$482,559
If this is an individual account plan, was there a blackout period2014-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,001,340
Participant contributions at end of year2014-12-31$126,050
Participant contributions at beginning of year2014-12-31$119,002
Participant contributions at end of year2014-12-31$64,357
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$325,014
Administrative expenses (other) incurred2014-12-31$29,387
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$1,430,562
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,825,590
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,395,028
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 registered invesment companies (eg mutual funds) at end of year2014-12-31$4,063,225
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,238,338
Interest on participant loans2014-12-31$4,816
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$37,688
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$37,688
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$571,958
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$242,540
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$112,980
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
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 name2014-12-31CLARK NUBER P.S.
Accountancy firm EIN2014-12-31911194016

Form 5500 Responses for VOICEBOX TECHNOLOGIES RETIREMENT PLAN

2018: VOICEBOX TECHNOLOGIES RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingYes
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: VOICEBOX TECHNOLOGIES RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: VOICEBOX TECHNOLOGIES RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: VOICEBOX TECHNOLOGIES RETIREMENT 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: VOICEBOX TECHNOLOGIES RETIREMENT 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

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number210966
Policy instance 1
Insurance contract or identification number210966
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $6,400
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Amount paid for insurance broker fees6400
Additional information about fees paid to insurance brokerRECORD KEEPING
Insurance broker organization code?5
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number210966
Policy instance 1
Insurance contract or identification number210966
Number of Individuals Covered124
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5,437
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Amount paid for insurance broker fees5437
Additional information about fees paid to insurance brokerRECORD KEEPING
Insurance broker organization code?5
Insurance broker nameTRAUTMANN MAHER AND ASSOCIATES, INC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number
Policy instance 1
Number of Individuals Covered0
Total amount of fees paid to insurance companyUSD $9,153
Amount paid for insurance broker fees351
Insurance broker organization code?5
Insurance broker nameTRUTINA FINANCIAL

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