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JOHN HANCOCK SAVINGS AND INVESTMENT PLAN 401k Plan overview

Plan NameJOHN HANCOCK SAVINGS AND INVESTMENT PLAN
Plan identification number 004

JOHN HANCOCK SAVINGS AND INVESTMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Plan covering Self-Employed individuals.

401k Sponsoring company profile

JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A has sponsored the creation of one or more 401k plans.

Company Name:JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A
Employer identification number (EIN):010233346

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN HANCOCK SAVINGS AND INVESTMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042023-01-01
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01
0042018-01-01
0042017-01-01TREVOR SINGLETON
0042016-01-01TREVOR SINGLETON
0042015-01-01TREVOR SINGLETON
0042014-01-01TREVOR SINGLETON TREVOR SINGLETON2015-11-23
0042014-01-01TREVOR SINGLETON TREVOR SINGLETON2015-10-13
0042013-01-01MICHAEL REID
0042012-01-01TREVOR M. SINGLETON TREVOR M. SINGLETON2013-10-11
0042011-01-01TREVOR M. SINGLETON

Plan Statistics for JOHN HANCOCK SAVINGS AND INVESTMENT PLAN

401k plan membership statisitcs for JOHN HANCOCK SAVINGS AND INVESTMENT PLAN

Measure Date Value
2023: JOHN HANCOCK SAVINGS AND INVESTMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01802
Total number of active participants reported on line 7a of the Form 55002023-01-0141
Number of retired or separated participants receiving benefits2023-01-0130
Number of other retired or separated participants entitled to future benefits2023-01-01542
Total of all active and inactive participants2023-01-01613
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-01130
Total participants2023-01-01743
Number of participants with account balances2023-01-01743
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: JOHN HANCOCK SAVINGS AND INVESTMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01852
Total number of active participants reported on line 7a of the Form 55002022-01-0144
Number of retired or separated participants receiving benefits2022-01-0136
Number of other retired or separated participants entitled to future benefits2022-01-01598
Total of all active and inactive participants2022-01-01678
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01128
Total participants2022-01-01806
Number of participants with account balances2022-01-01806
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: JOHN HANCOCK SAVINGS AND INVESTMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01938
Total number of active participants reported on line 7a of the Form 55002021-01-0147
Number of retired or separated participants receiving benefits2021-01-0143
Number of other retired or separated participants entitled to future benefits2021-01-01641
Total of all active and inactive participants2021-01-01731
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01125
Total participants2021-01-01856
Number of participants with account balances2021-01-01856
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: JOHN HANCOCK SAVINGS AND INVESTMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,009
Total number of active participants reported on line 7a of the Form 55002020-01-0166
Number of retired or separated participants receiving benefits2020-01-0146
Number of other retired or separated participants entitled to future benefits2020-01-01701
Total of all active and inactive participants2020-01-01813
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01129
Total participants2020-01-01942
Number of participants with account balances2020-01-01942
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: JOHN HANCOCK SAVINGS AND INVESTMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,139
Total number of active participants reported on line 7a of the Form 55002019-01-0173
Number of retired or separated participants receiving benefits2019-01-0154
Number of other retired or separated participants entitled to future benefits2019-01-01759
Total of all active and inactive participants2019-01-01886
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01127
Total participants2019-01-011,013
Number of participants with account balances2019-01-011,013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: JOHN HANCOCK SAVINGS AND INVESTMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,249
Total number of active participants reported on line 7a of the Form 55002018-01-0188
Number of retired or separated participants receiving benefits2018-01-0159
Number of other retired or separated participants entitled to future benefits2018-01-01874
Total of all active and inactive participants2018-01-011,021
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01122
Total participants2018-01-011,143
Number of participants with account balances2018-01-011,143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: JOHN HANCOCK SAVINGS AND INVESTMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,135
Total number of active participants reported on line 7a of the Form 55002017-01-01207
Number of retired or separated participants receiving benefits2017-01-0163
Number of other retired or separated participants entitled to future benefits2017-01-01859
Total of all active and inactive participants2017-01-011,129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01125
Total participants2017-01-011,254
Number of participants with account balances2017-01-011,254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: JOHN HANCOCK SAVINGS AND INVESTMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,261
Total number of active participants reported on line 7a of the Form 55002016-01-01239
Number of retired or separated participants receiving benefits2016-01-0167
Number of other retired or separated participants entitled to future benefits2016-01-01931
Total of all active and inactive participants2016-01-011,237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01111
Total participants2016-01-011,348
Number of participants with account balances2016-01-011,357
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: JOHN HANCOCK SAVINGS AND INVESTMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,657
Total number of active participants reported on line 7a of the Form 55002015-01-0118
Number of retired or separated participants receiving benefits2015-01-0171
Number of other retired or separated participants entitled to future benefits2015-01-011,056
Total of all active and inactive participants2015-01-011,145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01112
Total participants2015-01-011,257
Number of participants with account balances2015-01-011,528
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: JOHN HANCOCK SAVINGS AND INVESTMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,792
Total number of active participants reported on line 7a of the Form 55002014-01-011,386
Number of retired or separated participants receiving benefits2014-01-0182
Number of other retired or separated participants entitled to future benefits2014-01-01877
Total of all active and inactive participants2014-01-012,345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01108
Total participants2014-01-012,453
Number of participants with account balances2014-01-012,007
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: JOHN HANCOCK SAVINGS AND INVESTMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,908
Total number of active participants reported on line 7a of the Form 55002013-01-011,597
Number of retired or separated participants receiving benefits2013-01-0188
Number of other retired or separated participants entitled to future benefits2013-01-01881
Total of all active and inactive participants2013-01-012,566
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01109
Total participants2013-01-012,675
Number of participants with account balances2013-01-012,175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: JOHN HANCOCK SAVINGS AND INVESTMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013,351
Total number of active participants reported on line 7a of the Form 55002012-01-011,918
Number of retired or separated participants receiving benefits2012-01-0194
Number of other retired or separated participants entitled to future benefits2012-01-01922
Total of all active and inactive participants2012-01-012,934
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01100
Total participants2012-01-013,034
Number of participants with account balances2012-01-012,239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: JOHN HANCOCK SAVINGS AND INVESTMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013,469
Total number of active participants reported on line 7a of the Form 55002011-01-012,072
Number of retired or separated participants receiving benefits2011-01-01106
Number of other retired or separated participants entitled to future benefits2011-01-01928
Total of all active and inactive participants2011-01-013,106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0194
Total participants2011-01-013,200
Number of participants with account balances2011-01-012,376
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on JOHN HANCOCK SAVINGS AND INVESTMENT PLAN

Measure Date Value
2023 : JOHN HANCOCK SAVINGS AND INVESTMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$42,743
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$25,275
Total income from all sources (including contributions)2023-12-31$18,328,404
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$11,650,284
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$11,650,284
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$33,291
Value of total assets at end of year2023-12-31$111,648,544
Value of total assets at beginning of year2023-12-31$104,952,956
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$0
Total interest from all sources2023-12-31$821
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$200,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Participant contributions at end of year2023-12-31$1
Participant contributions at beginning of year2023-12-31$30,230
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$33,291
Liabilities. Value of operating payables at end of year2023-12-31$42,743
Liabilities. Value of operating payables at beginning of year2023-12-31$25,275
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$6,678,120
Value of net assets at end of year (total assets less liabilities)2023-12-31$111,605,801
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$104,927,681
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Interest on participant loans2023-12-31$821
Value of interest in master investment trust accounts at end of year2023-12-31$111,648,543
Value of interest in master investment trust accounts at beginning of year2023-12-31$104,922,726
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$11,650,284
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31ERNST & YOUNG LLP
Accountancy firm EIN2023-12-31346565596
2022 : JOHN HANCOCK SAVINGS AND INVESTMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$25,275
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$4,535
Total income from all sources (including contributions)2022-12-31$-19,964,335
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$9,300,976
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$9,336,437
Expenses. Certain deemed distributions of participant loans2022-12-31$-35,461
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$104,952,956
Value of total assets at beginning of year2022-12-31$134,197,527
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$0
Total interest from all sources2022-12-31$1,466
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$200,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Participant contributions at end of year2022-12-31$30,230
Participant contributions at beginning of year2022-12-31$36,664
Liabilities. Value of operating payables at end of year2022-12-31$25,275
Liabilities. Value of operating payables at beginning of year2022-12-31$4,535
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-29,265,311
Value of net assets at end of year (total assets less liabilities)2022-12-31$104,927,681
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$134,192,992
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Interest on participant loans2022-12-31$1,466
Value of interest in master investment trust accounts at end of year2022-12-31$104,922,726
Value of interest in master investment trust accounts at beginning of year2022-12-31$134,160,863
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$9,336,437
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ERNST & YOUNG LLP
Accountancy firm EIN2022-12-31346565596
2021 : JOHN HANCOCK SAVINGS AND INVESTMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$4,535
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$108,847
Total income from all sources (including contributions)2021-12-31$19,367,876
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$21,039,847
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$21,072,283
Expenses. Certain deemed distributions of participant loans2021-12-31$-32,436
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,111
Value of total assets at end of year2021-12-31$134,197,527
Value of total assets at beginning of year2021-12-31$135,973,810
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$1,535
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$200,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Participant contributions at end of year2021-12-31$36,664
Participant contributions at beginning of year2021-12-31$36,337
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$4,111
Liabilities. Value of operating payables at end of year2021-12-31$4,535
Liabilities. Value of operating payables at beginning of year2021-12-31$108,847
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-1,671,971
Value of net assets at end of year (total assets less liabilities)2021-12-31$134,192,992
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$135,864,963
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Interest on participant loans2021-12-31$1,535
Value of interest in master investment trust accounts at end of year2021-12-31$134,160,863
Value of interest in master investment trust accounts at beginning of year2021-12-31$135,937,473
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$21,072,283
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ERNST & YOUNG LLP
Accountancy firm EIN2021-12-31346565596
2020 : JOHN HANCOCK SAVINGS AND INVESTMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$108,847
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$123,502
Total income from all sources (including contributions)2020-12-31$16,847,684
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$9,253,551
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$9,253,551
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$22,109
Value of total assets at end of year2020-12-31$135,973,810
Value of total assets at beginning of year2020-12-31$128,394,332
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$3,518
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
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$200,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Participant contributions at end of year2020-12-31$36,337
Participant contributions at beginning of year2020-12-31$53,009
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$22,109
Liabilities. Value of operating payables at end of year2020-12-31$108,847
Liabilities. Value of operating payables at beginning of year2020-12-31$123,502
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$7,594,133
Value of net assets at end of year (total assets less liabilities)2020-12-31$135,864,963
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$128,270,830
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
Interest on participant loans2020-12-31$3,518
Value of interest in master investment trust accounts at end of year2020-12-31$135,937,473
Value of interest in master investment trust accounts at beginning of year2020-12-31$128,341,323
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$9,253,551
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31ERNST & YOUNG LLP
Accountancy firm EIN2020-12-31346565596
2019 : JOHN HANCOCK SAVINGS AND INVESTMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$144,396
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$123,502
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$123,502
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$54,118
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$54,118
Total income from all sources (including contributions)2019-12-31$23,942,108
Total income from all sources (including contributions)2019-12-31$23,942,108
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$16,393,220
Total of all expenses incurred2019-12-31$16,393,220
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$16,672,923
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$16,672,923
Expenses. Certain deemed distributions of participant loans2019-12-31$-279,703
Expenses. Certain deemed distributions of participant loans2019-12-31$-279,703
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$907,163
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$907,163
Value of total assets at end of year2019-12-31$128,394,332
Value of total assets at end of year2019-12-31$128,394,332
Value of total assets at beginning of year2019-12-31$120,631,664
Value of total assets at beginning of year2019-12-31$120,631,664
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$3,333
Total interest from all sources2019-12-31$3,333
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
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
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$200,000,000
Value of fidelity bond cover2019-12-31$200,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Participant contributions at end of year2019-12-31$53,009
Participant contributions at end of year2019-12-31$53,009
Participant contributions at beginning of year2019-12-31$90,605
Participant contributions at beginning of year2019-12-31$90,605
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$907,163
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$907,163
Liabilities. Value of operating payables at end of year2019-12-31$123,502
Liabilities. Value of operating payables at end of year2019-12-31$123,502
Liabilities. Value of operating payables at beginning of year2019-12-31$54,118
Liabilities. Value of operating payables at beginning of year2019-12-31$54,118
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
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$7,548,888
Value of net income/loss2019-12-31$7,548,888
Value of net assets at end of year (total assets less liabilities)2019-12-31$128,270,830
Value of net assets at end of year (total assets less liabilities)2019-12-31$128,270,830
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$120,577,546
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$120,577,546
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Interest on participant loans2019-12-31$3,333
Interest on participant loans2019-12-31$3,333
Value of interest in master investment trust accounts at end of year2019-12-31$128,341,323
Value of interest in master investment trust accounts at end of year2019-12-31$128,341,323
Value of interest in master investment trust accounts at beginning of year2019-12-31$120,541,059
Value of interest in master investment trust accounts at beginning of year2019-12-31$120,541,059
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$16,672,923
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$16,672,923
Did the plan have assets held for investment2019-12-31Yes
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
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31ERNST & YOUNG LLP
Accountancy firm EIN2019-12-31346565596
2018 : JOHN HANCOCK SAVINGS AND INVESTMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$191,724
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$54,118
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$63,970
Total income from all sources (including contributions)2018-12-31$-5,403,600
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$16,483,421
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$16,512,111
Expenses. Certain deemed distributions of participant loans2018-12-31$-28,690
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$60,626
Value of total assets at end of year2018-12-31$120,631,664
Value of total assets at beginning of year2018-12-31$142,336,813
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$4,915
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
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$200,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Participant contributions at end of year2018-12-31$90,605
Participant contributions at beginning of year2018-12-31$148,827
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$60,626
Liabilities. Value of operating payables at end of year2018-12-31$54,118
Liabilities. Value of operating payables at beginning of year2018-12-31$63,970
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-21,887,021
Value of net assets at end of year (total assets less liabilities)2018-12-31$120,577,546
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$142,272,843
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
Interest on participant loans2018-12-31$4,915
Value of interest in master investment trust accounts at end of year2018-12-31$120,541,059
Value of interest in master investment trust accounts at beginning of year2018-12-31$142,187,986
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$16,512,111
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31ERNST & YOUNG LLP
Accountancy firm EIN2018-12-31346565596
2017 : JOHN HANCOCK SAVINGS AND INVESTMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets from this plan2017-12-31$477,082
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$63,970
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$10,407
Total income from all sources (including contributions)2017-12-31$19,632,571
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$15,654,669
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$15,346,019
Expenses. Certain deemed distributions of participant loans2017-12-31$308,650
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$246,894
Value of total assets at end of year2017-12-31$142,336,813
Value of total assets at beginning of year2017-12-31$138,782,430
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$10,181
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$200,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Participant contributions at end of year2017-12-31$148,827
Participant contributions at beginning of year2017-12-31$611,925
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$246,894
Liabilities. Value of operating payables at end of year2017-12-31$63,970
Liabilities. Value of operating payables at beginning of year2017-12-31$10,407
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$3,977,902
Value of net assets at end of year (total assets less liabilities)2017-12-31$142,272,843
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$138,772,023
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
Interest on participant loans2017-12-31$10,181
Value of interest in master investment trust accounts at end of year2017-12-31$142,187,986
Value of interest in master investment trust accounts at beginning of year2017-12-31$138,170,505
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$15,346,019
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31ERNST & YOUNG LLP
Accountancy firm EIN2017-12-31346565596
2016 : JOHN HANCOCK SAVINGS AND INVESTMENT 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$10,407
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$11,750
Total income from all sources (including contributions)2016-12-31$9,557,621
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$20,267,907
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$20,223,727
Expenses. Certain deemed distributions of participant loans2016-12-31$44,180
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$286,702
Value of total assets at end of year2016-12-31$138,782,430
Value of total assets at beginning of year2016-12-31$149,494,059
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$16,792
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$100,000,000
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
Participant contributions at end of year2016-12-31$611,925
Participant contributions at beginning of year2016-12-31$921,923
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$286,702
Liabilities. Value of operating payables at end of year2016-12-31$10,407
Liabilities. Value of operating payables at beginning of year2016-12-31$11,750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-10,710,286
Value of net assets at end of year (total assets less liabilities)2016-12-31$138,772,023
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$149,482,309
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
Interest on participant loans2016-12-31$16,792
Value of interest in master investment trust accounts at end of year2016-12-31$138,170,505
Value of interest in master investment trust accounts at beginning of year2016-12-31$148,572,136
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$20,223,727
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)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31ERNST & YOUNG LLP
Accountancy firm EIN2016-12-31346565596
2015 : JOHN HANCOCK SAVINGS AND INVESTMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$11,750
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$16,115
Total income from all sources (including contributions)2015-12-31$1,622,765
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$61,173,755
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$62,287,969
Expenses. Certain deemed distributions of participant loans2015-12-31$-1,114,214
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$312,565
Value of total assets at end of year2015-12-31$149,494,059
Value of total assets at beginning of year2015-12-31$209,049,414
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$44,909
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
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$100,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$516
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$219,707
Participant contributions at end of year2015-12-31$921,923
Participant contributions at beginning of year2015-12-31$3,224,007
Liabilities. Value of operating payables at end of year2015-12-31$11,750
Liabilities. Value of operating payables at beginning of year2015-12-31$16,115
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-59,550,990
Value of net assets at end of year (total assets less liabilities)2015-12-31$149,482,309
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$209,033,299
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
Interest on participant loans2015-12-31$44,909
Value of interest in master investment trust accounts at end of year2015-12-31$148,572,136
Value of interest in master investment trust accounts at beginning of year2015-12-31$205,825,407
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 contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$92,858
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$62,287,969
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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31ERNST & YOUNG LLP
Accountancy firm EIN2015-12-31346565596
2014 : JOHN HANCOCK SAVINGS AND INVESTMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets from this plan2014-12-31$163,374
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$16,115
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$19,703,859
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$20,255,582
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$20,164,464
Expenses. Certain deemed distributions of participant loans2014-12-31$91,118
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$7,239,565
Value of total assets at end of year2014-12-31$209,049,414
Value of total assets at beginning of year2014-12-31$209,748,396
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$118,067
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
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$100,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,585,777
Participant contributions at end of year2014-12-31$3,224,007
Participant contributions at beginning of year2014-12-31$3,677,768
Liabilities. Value of operating payables at end of year2014-12-31$16,115
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-551,723
Value of net assets at end of year (total assets less liabilities)2014-12-31$209,033,299
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$209,748,396
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
Interest on participant loans2014-12-31$118,067
Value of interest in master investment trust accounts at end of year2014-12-31$205,825,407
Value of interest in master investment trust accounts at beginning of year2014-12-31$206,070,628
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$5,653,788
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$20,164,464
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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31ERNST & YOUNG LLP
Accountancy firm EIN2014-12-31346565596
2013 : JOHN HANCOCK SAVINGS AND INVESTMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets from this plan2013-12-31$763
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$40,582,302
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$14,305,452
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$14,080,563
Expenses. Certain deemed distributions of participant loans2013-12-31$224,889
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$7,088,559
Value of total assets at end of year2013-12-31$209,748,396
Value of total assets at beginning of year2013-12-31$183,472,309
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$113,769
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 year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$100,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$5,300,760
Participant contributions at end of year2013-12-31$3,677,768
Participant contributions at beginning of year2013-12-31$3,892,036
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$26,276,850
Value of net assets at end of year (total assets less liabilities)2013-12-31$209,748,396
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$183,472,309
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Interest on participant loans2013-12-31$113,769
Value of interest in master investment trust accounts at end of year2013-12-31$206,070,628
Value of interest in master investment trust accounts at beginning of year2013-12-31$179,580,273
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,787,799
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$14,080,563
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31ERNST & YOUNG LLP
Accountancy firm EIN2013-12-31346565596
2012 : JOHN HANCOCK SAVINGS AND INVESTMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$19,450
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$27,880,533
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$20,568,961
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$20,631,881
Expenses. Certain deemed distributions of participant loans2012-12-31$-62,920
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$8,061,820
Value of total assets at end of year2012-12-31$183,472,309
Value of total assets at beginning of year2012-12-31$176,141,287
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$127,801
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 year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31No
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$6,053,430
Participant contributions at end of year2012-12-31$3,892,036
Participant contributions at beginning of year2012-12-31$4,389,375
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$7,311,572
Value of net assets at end of year (total assets less liabilities)2012-12-31$183,472,309
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$176,141,287
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Interest on participant loans2012-12-31$127,801
Value of interest in master investment trust accounts at end of year2012-12-31$179,580,273
Value of interest in master investment trust accounts at beginning of year2012-12-31$171,751,912
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,008,390
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$20,631,881
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31ERNST & YOUNG LLP
Accountancy firm EIN2012-12-31346565596
2011 : JOHN HANCOCK SAVINGS AND INVESTMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$347,833
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$0
Total income from all sources (including contributions)2011-12-31$7,481,978
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$16,108,905
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$16,010,429
Expenses. Certain deemed distributions of participant loans2011-12-31$61,637
Value of total corrective distributions2011-12-31$36,839
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$9,617,009
Value of total assets at end of year2011-12-31$176,141,287
Value of total assets at beginning of year2011-12-31$184,420,381
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$167,117
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 year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31No
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$7,361,526
Participant contributions at end of year2011-12-31$4,389,375
Participant contributions at beginning of year2011-12-31$4,855,403
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-8,626,927
Value of net assets at end of year (total assets less liabilities)2011-12-31$176,141,287
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$184,420,381
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Interest on participant loans2011-12-31$167,117
Value of interest in master investment trust accounts at end of year2011-12-31$171,751,912
Value of interest in master investment trust accounts at beginning of year2011-12-31$179,564,978
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,255,483
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$16,010,429
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31ERNST & YOUNG LLP
Accountancy firm EIN2011-12-31346465596
2010 : JOHN HANCOCK SAVINGS AND INVESTMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets from this plan2010-12-31$138,619
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$30,817,423
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$12,268,365
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$12,947,533
Expenses. Certain deemed distributions of participant loans2010-12-31$-679,168
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$11,168,861
Value of total assets at end of year2010-12-31$184,420,381
Value of total assets at beginning of year2010-12-31$166,009,942
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$187,322
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$8,733,679
Participant contributions at end of year2010-12-31$4,855,403
Participant contributions at beginning of year2010-12-31$3,417,271
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$18,549,058
Value of net assets at end of year (total assets less liabilities)2010-12-31$184,420,381
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$166,009,942
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Interest on participant loans2010-12-31$187,322
Value of interest in master investment trust accounts at end of year2010-12-31$179,564,978
Value of interest in master investment trust accounts at beginning of year2010-12-31$162,592,671
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,435,182
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$12,947,533
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31ERNST & YOUNG
Accountancy firm EIN2010-12-31346465559

Form 5500 Responses for JOHN HANCOCK SAVINGS AND INVESTMENT PLAN

2023: JOHN HANCOCK SAVINGS AND INVESTMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entityMulitple employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: JOHN HANCOCK SAVINGS AND INVESTMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: JOHN HANCOCK SAVINGS AND INVESTMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: JOHN HANCOCK SAVINGS AND INVESTMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: JOHN HANCOCK SAVINGS AND INVESTMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: JOHN HANCOCK SAVINGS AND INVESTMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JOHN HANCOCK SAVINGS AND INVESTMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JOHN HANCOCK SAVINGS AND INVESTMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JOHN HANCOCK SAVINGS AND INVESTMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JOHN HANCOCK SAVINGS AND INVESTMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JOHN HANCOCK SAVINGS AND INVESTMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JOHN HANCOCK SAVINGS AND INVESTMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JOHN HANCOCK SAVINGS AND INVESTMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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