BANK OF CENTRAL FLORIDA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BANK OF CENTRAL FLORIDA 401(K) PLAN
| Measure | Date | Value |
|---|
| 2022: BANK OF CENTRAL FLORIDA 401(K) PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 98 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 80 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 22 |
| Total of all active and inactive participants | 2022-01-01 | 102 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 102 |
| Number of participants with account balances | 2022-01-01 | 91 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: BANK OF CENTRAL FLORIDA 401(K) PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 84 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 70 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 20 |
| Total of all active and inactive participants | 2021-01-01 | 90 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 90 |
| Number of participants with account balances | 2021-01-01 | 82 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: BANK OF CENTRAL FLORIDA 401(K) PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 85 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 68 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 15 |
| Total of all active and inactive participants | 2020-01-01 | 83 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 83 |
| Number of participants with account balances | 2020-01-01 | 75 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: BANK OF CENTRAL FLORIDA 401(K) PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 74 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 60 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 18 |
| Total of all active and inactive participants | 2019-01-01 | 79 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 79 |
| Number of participants with account balances | 2019-01-01 | 71 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: BANK OF CENTRAL FLORIDA 401(K) PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 71 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 55 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 18 |
| Total of all active and inactive participants | 2018-01-01 | 73 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 73 |
| Number of participants with account balances | 2018-01-01 | 65 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: BANK OF CENTRAL FLORIDA 401(K) PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 73 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 54 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 14 |
| Total of all active and inactive participants | 2017-01-01 | 68 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 68 |
| Number of participants with account balances | 2017-01-01 | 59 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: BANK OF CENTRAL FLORIDA 401(K) PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 73 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 54 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 16 |
| Total of all active and inactive participants | 2016-01-01 | 70 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 70 |
| Number of participants with account balances | 2016-01-01 | 59 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: BANK OF CENTRAL FLORIDA 401(K) PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 71 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 56 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 16 |
| Total of all active and inactive participants | 2015-01-01 | 72 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 72 |
| Number of participants with account balances | 2015-01-01 | 63 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: BANK OF CENTRAL FLORIDA 401(K) PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 62 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 56 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 13 |
| Total of all active and inactive participants | 2014-01-01 | 69 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 69 |
| Number of participants with account balances | 2014-01-01 | 61 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: BANK OF CENTRAL FLORIDA 401(K) PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 61 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 52 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 10 |
| Total of all active and inactive participants | 2013-01-01 | 62 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 62 |
| Number of participants with account balances | 2013-01-01 | 52 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: BANK OF CENTRAL FLORIDA 401(K) PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 55 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 47 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 6 |
| Total of all active and inactive participants | 2012-01-01 | 53 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 53 |
| Number of participants with account balances | 2012-01-01 | 44 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 2 |
| 2011: BANK OF CENTRAL FLORIDA 401(K) PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 44 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 48 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 3 |
| Total of all active and inactive participants | 2011-01-01 | 51 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 51 |
| Number of participants with account balances | 2011-01-01 | 41 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2009: BANK OF CENTRAL FLORIDA 401(K) PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 22 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 34 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 34 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 34 |
| Number of participants with account balances | 2009-01-01 | 25 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2022 : BANK OF CENTRAL FLORIDA 401(K) PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-264,684 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $867,515 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $865,490 |
| Total plan assets at end of year | 2022-12-31 | $7,345,141 |
| Total plan assets at beginning of year | 2022-12-31 | $8,477,340 |
| Value of fidelity bond covering the plan | 2022-12-31 | $3,000,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $590,842 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $22,897 |
| Other income received | 2022-12-31 | $-1,170,947 |
| Net income (gross income less expenses) | 2022-12-31 | $-1,132,199 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $7,345,141 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $8,477,340 |
| Assets. Value of participant loans | 2022-12-31 | $108,859 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $292,524 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $2,025 |
| 2021 : BANK OF CENTRAL FLORIDA 401(K) PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $1,678,217 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $945,096 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $919,915 |
| Total plan assets at end of year | 2021-12-31 | $8,477,340 |
| Total plan assets at beginning of year | 2021-12-31 | $7,744,219 |
| Value of fidelity bond covering the plan | 2021-12-31 | $3,000,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $502,681 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $28,850 |
| Other income received | 2021-12-31 | $905,105 |
| Net income (gross income less expenses) | 2021-12-31 | $733,121 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $8,477,340 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $7,744,219 |
| Assets. Value of participant loans | 2021-12-31 | $81,378 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $241,581 |
| Value of corrective distributions | 2021-12-31 | $24,107 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $1,074 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : BANK OF CENTRAL FLORIDA 401(K) PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $1,808,672 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $475,003 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $473,707 |
| Total plan assets at end of year | 2020-12-31 | $7,744,219 |
| Total plan assets at beginning of year | 2020-12-31 | $6,410,550 |
| Value of fidelity bond covering the plan | 2020-12-31 | $3,000,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $466,650 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $53,735 |
| Other income received | 2020-12-31 | $1,059,190 |
| Net income (gross income less expenses) | 2020-12-31 | $1,333,669 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $7,744,219 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $6,410,550 |
| Assets. Value of participant loans | 2020-12-31 | $106,377 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $229,097 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $1,296 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : BANK OF CENTRAL FLORIDA 401(K) PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $1,876,692 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $205,890 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $204,719 |
| Total plan assets at end of year | 2019-12-31 | $6,410,550 |
| Total plan assets at beginning of year | 2019-12-31 | $4,739,748 |
| Value of fidelity bond covering the plan | 2019-12-31 | $3,000,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $403,629 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $260,606 |
| Other income received | 2019-12-31 | $1,024,384 |
| Net income (gross income less expenses) | 2019-12-31 | $1,670,802 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $6,410,550 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,739,748 |
| Assets. Value of participant loans | 2019-12-31 | $85,424 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $188,073 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $1,171 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : BANK OF CENTRAL FLORIDA 401(K) PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $271,030 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $133,867 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $132,959 |
| Total plan assets at end of year | 2018-12-31 | $4,739,748 |
| Total plan assets at beginning of year | 2018-12-31 | $4,602,585 |
| Value of fidelity bond covering the plan | 2018-12-31 | $3,000,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $365,137 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $156,264 |
| Other income received | 2018-12-31 | $-420,934 |
| Net income (gross income less expenses) | 2018-12-31 | $137,163 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $4,739,748 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $4,602,585 |
| Assets. Value of participant loans | 2018-12-31 | $76,499 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $170,563 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $908 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : BANK OF CENTRAL FLORIDA 401(K) PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $1,214,522 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $164,658 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $163,490 |
| Total plan assets at end of year | 2017-12-31 | $4,602,585 |
| Total plan assets at beginning of year | 2017-12-31 | $3,552,721 |
| Value of fidelity bond covering the plan | 2017-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $319,968 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $92,307 |
| Other income received | 2017-12-31 | $647,506 |
| Net income (gross income less expenses) | 2017-12-31 | $1,049,864 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $4,602,585 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,552,721 |
| Assets. Value of participant loans | 2017-12-31 | $76,710 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $154,741 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $1,168 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : BANK OF CENTRAL FLORIDA 401(K) PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $864,789 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $517,500 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $516,467 |
| Total plan assets at end of year | 2016-12-31 | $3,552,721 |
| Total plan assets at beginning of year | 2016-12-31 | $3,205,432 |
| Value of fidelity bond covering the plan | 2016-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $310,621 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $775 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $173,492 |
| Other income received | 2016-12-31 | $237,171 |
| Net income (gross income less expenses) | 2016-12-31 | $347,289 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $3,552,721 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $3,205,432 |
| Assets. Value of participant loans | 2016-12-31 | $61,068 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $143,505 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $258 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : BANK OF CENTRAL FLORIDA 401(K) PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $585,863 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $201,953 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $200,907 |
| Total plan assets at end of year | 2015-12-31 | $3,205,432 |
| Total plan assets at beginning of year | 2015-12-31 | $2,821,522 |
| Value of fidelity bond covering the plan | 2015-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $321,008 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $830 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $152,468 |
| Other income received | 2015-12-31 | $-38,911 |
| Net income (gross income less expenses) | 2015-12-31 | $383,910 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $3,205,432 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,821,522 |
| Assets. Value of participant loans | 2015-12-31 | $67,906 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $151,298 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $216 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : BANK OF CENTRAL FLORIDA 401(K) PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $738,277 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $364 |
| Total plan assets at end of year | 2014-12-31 | $2,821,522 |
| Total plan assets at beginning of year | 2014-12-31 | $2,083,609 |
| Value of fidelity bond covering the plan | 2014-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $288,976 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $150 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $214,126 |
| Other income received | 2014-12-31 | $95,821 |
| Net income (gross income less expenses) | 2014-12-31 | $737,913 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,821,522 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,083,609 |
| Assets. Value of participant loans | 2014-12-31 | $58,824 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $139,354 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $214 |
| 2013 : BANK OF CENTRAL FLORIDA 401(K) PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $626,339 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $14,092 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $13,490 |
| Total plan assets at end of year | 2013-12-31 | $2,083,609 |
| Total plan assets at beginning of year | 2013-12-31 | $1,471,362 |
| Value of fidelity bond covering the plan | 2013-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $223,022 |
| Other income received | 2013-12-31 | $291,536 |
| Net income (gross income less expenses) | 2013-12-31 | $612,247 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,083,609 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,471,362 |
| Assets. Value of participant loans | 2013-12-31 | $31,225 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $111,781 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $602 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : BANK OF CENTRAL FLORIDA 401(K) PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $470,405 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $5,598 |
| Total plan assets at end of year | 2012-12-31 | $1,471,362 |
| Total plan assets at beginning of year | 2012-12-31 | $1,006,555 |
| Value of fidelity bond covering the plan | 2012-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $212,052 |
| Other income received | 2012-12-31 | $146,458 |
| Net income (gross income less expenses) | 2012-12-31 | $464,807 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,471,362 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,006,555 |
| Assets. Value of participant loans | 2012-12-31 | $23,836 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $111,895 |
| Value of corrective distributions | 2012-12-31 | $5,257 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $341 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : BANK OF CENTRAL FLORIDA 401(K) PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $245,530 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $13,820 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $13,377 |
| Total plan assets at end of year | 2011-12-31 | $1,006,555 |
| Total plan assets at beginning of year | 2011-12-31 | $774,845 |
| Value of fidelity bond covering the plan | 2011-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $187,754 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $400 |
| Other income received | 2011-12-31 | $-38,568 |
| Noncash contributions received | 2011-12-31 | $0 |
| Net income (gross income less expenses) | 2011-12-31 | $231,710 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,006,555 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $774,845 |
| Assets. Value of participant loans | 2011-12-31 | $32,046 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $95,944 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $443 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : BANK OF CENTRAL FLORIDA 401(K) PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $342,521 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $41,300 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $41,091 |
| Total plan assets at end of year | 2010-12-31 | $774,845 |
| Total plan assets at beginning of year | 2010-12-31 | $473,624 |
| Value of fidelity bond covering the plan | 2010-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $171,275 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $87,256 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $301,221 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $774,845 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $473,624 |
| Assets. Value of participant loans | 2010-12-31 | $13,087 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $83,990 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $209 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : BANK OF CENTRAL FLORIDA 401(K) PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2022: BANK OF CENTRAL FLORIDA 401(K) PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: BANK OF CENTRAL FLORIDA 401(K) PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: BANK OF CENTRAL FLORIDA 401(K) PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: BANK OF CENTRAL FLORIDA 401(K) PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: BANK OF CENTRAL FLORIDA 401(K) PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: BANK OF CENTRAL FLORIDA 401(K) PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: BANK OF CENTRAL FLORIDA 401(K) PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: BANK OF CENTRAL FLORIDA 401(K) PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: BANK OF CENTRAL FLORIDA 401(K) PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: BANK OF CENTRAL FLORIDA 401(K) PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: BANK OF CENTRAL FLORIDA 401(K) PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: BANK OF CENTRAL FLORIDA 401(K) PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: BANK OF CENTRAL FLORIDA 401(K) PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 78945 |
| Policy instance | 1 |
| Insurance contract or identification number | 78945 | | Number of Individuals Covered | 98 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $30,313 | | Total amount of fees paid to insurance company | USD $4,857 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $26,519 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | BROKER COMMISSION | | Insurance broker organization code? | 3 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 78945 |
| Policy instance | 1 |
| Insurance contract or identification number | 78945 | | Number of Individuals Covered | 89 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $42,446 | | Total amount of fees paid to insurance company | USD $525 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $28,912 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | BROKER COMMISSION | | Insurance broker organization code? | 3 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 78945 |
| Policy instance | 1 |
| Insurance contract or identification number | 78945 | | Number of Individuals Covered | 77 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $29,531 | | Total amount of fees paid to insurance company | USD $775 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $22,365 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | BROKER COMMISSION | | Insurance broker organization code? | 3 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 78945 |
| Policy instance | 1 |
| Insurance contract or identification number | 78945 | | Number of Individuals Covered | 76 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $27,905 | | Total amount of fees paid to insurance company | USD $675 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $18,816 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | BROKER COMMISSION | | Insurance broker organization code? | 3 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 78945 |
| Policy instance | 1 |
| Insurance contract or identification number | 78945 | | Number of Individuals Covered | 67 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $22,961 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $17,064 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | BROKER COMMISSION | | Insurance broker organization code? | 3 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 78945 |
| Policy instance | 1 |
| Insurance contract or identification number | 78945 | | Number of Individuals Covered | 63 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $21,977 | | Total amount of fees paid to insurance company | USD $3,693 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $19,264 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | BROKER COMMISSION | | Insurance broker organization code? | 3 | | Insurance broker name | BANK OF CENTRAL FLORIDA |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 78945 |
| Policy instance | 1 |
| Insurance contract or identification number | 78945 | | Number of Individuals Covered | 43 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $17,880 | | Total amount of fees paid to insurance company | USD $830 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $15,006 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 830 | | Additional information about fees paid to insurance broker | SALES/ADMINISTRATION | | Insurance broker name | CAMBRIDGE INVESTMENT RESEARCH, INC. |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 78945 |
| Policy instance | 1 |
| Insurance contract or identification number | 78945 | | Number of Individuals Covered | 62 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $13,008 | | Total amount of fees paid to insurance company | USD $150 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $11,823 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 150 | | Additional information about fees paid to insurance broker | SALES/ADMINISTRATION | | Insurance broker name | CAMBRIDGE INVESTMENT RESEARCH, INC. |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 78945 |
| Policy instance | 1 |
| Insurance contract or identification number | 78945 | | Number of Individuals Covered | 52 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $9,448 | | Total amount of fees paid to insurance company | USD $440 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $7,755 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 440 | | Additional information about fees paid to insurance broker | SALES/ADMINISTRATION | | Insurance broker name | ALLEN & CO OF FLORIDA, INC |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 78945 |
| Policy instance | 1 |
| Insurance contract or identification number | 78945 | | Number of Individuals Covered | 44 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $6,087 | | Total amount of fees paid to insurance company | USD $823 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $6,087 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 823 | | Additional information about fees paid to insurance broker | SALES/ADMINISTRATION | | Insurance broker name | AMERICAN PENSION SERVICES, LLC. |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 78945 |
| Policy instance | 1 |
| Insurance contract or identification number | 78945 | | Number of Individuals Covered | 43 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $4,419 | | Total amount of fees paid to insurance company | USD $909 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 78945 |
| Policy instance | 1 |
| Insurance contract or identification number | 78945 | | Number of Individuals Covered | 31 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $2,315 | | Total amount of fees paid to insurance company | USD $609 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Commission paid to Insurance Broker | USD $2,315 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 609 | | Additional information about fees paid to insurance broker | SALES/ADMINISTRATION | | Insurance broker name | AMERICAN PENSION SERVICES, LLC. |
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