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INFORMATION MANAGEMENT RESOURCES, INC. 401(K) PLAN 401k Plan overview

Plan NameINFORMATION MANAGEMENT RESOURCES, INC. 401(K) PLAN
Plan identification number 001

INFORMATION MANAGEMENT RESOURCES, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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

INFORMATION MANAGEMENT RESOURCES, INC. has sponsored the creation of one or more 401k plans.

Company Name:INFORMATION MANAGEMENT RESOURCES, INC.
Employer identification number (EIN):954037537
NAIC Classification:541511
NAIC Description:Custom Computer Programming Services

Additional information about INFORMATION MANAGEMENT RESOURCES, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2015-09-30
Company Identification Number: 0802303714
Legal Registered Office Address: 85 ARGONAUT STE 200

ALISO VIEJO
United States of America (USA)
92656

More information about INFORMATION MANAGEMENT RESOURCES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INFORMATION MANAGEMENT RESOURCES, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01MARONYA MOULTRIE2023-05-24
0012021-01-01MARONYA MOULTRIE2022-03-24
0012020-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012017-01-01ELIZABETH IBARRA2018-10-04 ELIZABETH IBARRA2018-10-04
0012016-01-01MATHURIN DANIEL2017-07-18
0012015-01-01MATHURIN DANIEL2016-06-22
0012015-01-01MATHURIN DANIEL2016-09-09
0012014-01-01JESSICA KNIGHT2015-07-14
0012013-01-01JESSICA KNIGHT2014-07-15
0012012-01-01MATHURIN DANIEL2013-06-27
0012011-01-01MATHURIN DANIEL2012-06-06
0012010-01-01MATHURIN DANIEL2011-03-18

Plan Statistics for INFORMATION MANAGEMENT RESOURCES, INC. 401(K) PLAN

401k plan membership statisitcs for INFORMATION MANAGEMENT RESOURCES, INC. 401(K) PLAN

Measure Date Value
2020: INFORMATION MANAGEMENT RESOURCES, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01103
Total number of active participants reported on line 7a of the Form 55002020-01-0157
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0127
Total of all active and inactive participants2020-01-0184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0184
Number of participants with account balances2020-01-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: INFORMATION MANAGEMENT RESOURCES, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01111
Total number of active participants reported on line 7a of the Form 55002019-01-0159
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0139
Total of all active and inactive participants2019-01-0198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0198
Number of participants with account balances2019-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: INFORMATION MANAGEMENT RESOURCES, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01126
Total number of active participants reported on line 7a of the Form 55002018-01-0157
Number of retired or separated participants receiving benefits2018-01-0151
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01108
Total participants2018-01-01108
Number of participants with account balances2018-01-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011

Financial Data on INFORMATION MANAGEMENT RESOURCES, INC. 401(K) PLAN

Measure Date Value
2020 : INFORMATION MANAGEMENT RESOURCES, INC. 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$718,503
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$269,286
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$235,601
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$323,727
Value of total assets at end of year2020-12-31$2,303,195
Value of total assets at beginning of year2020-12-31$1,853,978
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$33,685
Total interest from all sources2020-12-31$2,366
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
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$0
Assets. Real estate other than employer real property at beginning of year2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$1,800
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$200,000
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$254,633
Participant contributions at end of year2020-12-31$38,233
Participant contributions at beginning of year2020-12-31$48,308
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Assets. Loans (other than to participants) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$19,411
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$1,256
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
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$449,217
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,303,195
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,853,978
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
Assets. partnership/joint venture interests at beginning of year2020-12-31$0
Investment advisory and management fees2020-12-31$12,474
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,264,861
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,802,420
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$2,365
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$1
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in master investment trust accounts at beginning of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$101
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$102
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Asset value of US Government securities at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$0
Net investment gain/loss from pooled separate accounts2020-12-31$392,410
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
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
Assets. Invements in employer securities at beginning of year2020-12-31$0
Assets. Value of employer real property at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$69,094
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$1,892
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$235,601
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$0
Contract administrator fees2020-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$0
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
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31LEE CPA AUDIT GROUP
Accountancy firm EIN2020-12-31814637885
2019 : INFORMATION MANAGEMENT RESOURCES, INC. 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$705,420
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$390,671
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$355,335
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$3,290
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$346,707
Value of total assets at end of year2019-12-31$1,853,978
Value of total assets at beginning of year2019-12-31$1,539,229
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$32,046
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$3,269
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
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$0
Assets. Real estate other than employer real property at end of year2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$1,386
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$200,000
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$267,618
Participant contributions at end of year2019-12-31$48,308
Participant contributions at beginning of year2019-12-31$48,372
Participant contributions at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$5,570
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Assets. Loans (other than to participants) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$18,983
Liabilities. Value of operating payables at end of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$1,256
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
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$314,749
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,853,978
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,539,229
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
Assets. partnership/joint venture interests at end of year2019-12-31$0
Investment advisory and management fees2019-12-31$11,677
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,802,420
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,490,857
Interest on participant loans2019-12-31$3,268
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$1
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in master investment trust accounts at end of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$102
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Asset value of US Government securities at end of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$355,444
Net investment gain or loss from common/collective trusts2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
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
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Value of employer real property at end of year2019-12-31$0
Contributions received in cash from employer2019-12-31$73,519
Employer contributions (assets) at end of year2019-12-31$1,892
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$355,335
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$0
Contract administrator fees2019-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$0
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
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$0
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 name2019-12-31LEE CPA AUDIT GROUP
Accountancy firm EIN2019-12-31814637885
2018 : INFORMATION MANAGEMENT RESOURCES, INC. 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$229,053
Total of all expenses incurred2018-12-31$623,243
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$619,475
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$340,807
Value of total assets at end of year2018-12-31$1,539,229
Value of total assets at beginning of year2018-12-31$1,933,419
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,768
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$50,000
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$257,858
Participant contributions at end of year2018-12-31$48,372
Participant contributions at beginning of year2018-12-31$29,369
Participant contributions at end of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,872
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$25
Administrative expenses (other) incurred2018-12-31$3,768
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
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-394,190
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,539,229
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,933,419
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
Value of interest in pooled separate accounts at end of year2018-12-31$1,490,857
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,904,025
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Net investment gain/loss from pooled separate accounts2018-12-31$-111,754
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$81,077
Employer contributions (assets) at end of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$619,475
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 name2018-12-31LEE CPA AUDIT GROUP
Accountancy firm EIN2018-12-31814637885

Form 5500 Responses for INFORMATION MANAGEMENT RESOURCES, INC. 401(K) PLAN

2020: INFORMATION MANAGEMENT RESOURCES, INC. 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: INFORMATION MANAGEMENT RESOURCES, INC. 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: INFORMATION MANAGEMENT RESOURCES, INC. 401(K) 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 filingNo
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 – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number53446
Policy instance 1
Insurance contract or identification number53446
Number of Individuals Covered84
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $964
Total amount of fees paid to insurance companyUSD $1,800
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 $809
Amount paid for insurance broker fees1600
Additional information about fees paid to insurance brokerTPA FEES PAID AND COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number53446
Policy instance 1
Insurance contract or identification number53446
Number of Individuals Covered75
Total amount of commissions paid to insurance brokerUSD $913
Total amount of fees paid to insurance companyUSD $1,386
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 $708
Amount paid for insurance broker fees1186
Additional information about fees paid to insurance brokerTPA FEES PAID AND COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number53446
Policy instance 1
Insurance contract or identification number53446
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 $1,863
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Number of Individuals Covered99
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1863
Insurance broker organization code?5

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