Logo

DONALD A. SHAPIRO, LTD. PROFIT SHARING AND 401(K) PLAN 401k Plan overview

Plan NameDONALD A. SHAPIRO, LTD. PROFIT SHARING AND 401(K) PLAN
Plan identification number 001

DONALD A. SHAPIRO, LTD. PROFIT SHARING AND 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

DONALD A. SHAPIRO, LTD. has sponsored the creation of one or more 401k plans.

Company Name:DONALD A. SHAPIRO, LTD.
Employer identification number (EIN):363074711
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DONALD A. SHAPIRO, LTD. PROFIT SHARING AND 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DONALD SHAPIRO2024-09-17 DONALD SHAPIRO2024-09-17
0012022-01-01BETH ARREDIA2023-10-02 BETH ARREDIA2023-10-02
0012021-01-01BETH ARREDIA2022-10-17 BETH ARREDIA2022-10-17
0012020-01-01DONALD SHAPIRO2021-06-29 DONALD SHAPIRO2021-06-29
0012019-01-01DONALD SHAPIRO2020-10-12 DONALD SHAPIRO2020-10-12
0012018-01-01DONALD SHAPIRO2019-10-10 DONALD SHAPIRO2019-10-10
0012017-01-01DONALD SHAPIRO DONALD SHAPIRO2018-08-21
0012016-01-01DONALD SHAPIRO DONALD SHAPIRO2017-09-19
0012015-01-01DONALD SHAPIRO DONALD SHAPIRO2016-09-12
0012014-01-01DONALD SHAPIRO DONALD SHAPIRO2015-05-14
0012013-01-01DONALD SHAPIRO DONALD SHAPIRO2014-04-10
0012012-01-01DONALD SHAPIRO DONALD SHAPIRO2013-10-10
0012011-01-01DONALD SHAPIRO DONALD SHAPIRO2012-05-10
0012009-01-01DONALD SHAPIRO

Plan Statistics for DONALD A. SHAPIRO, LTD. PROFIT SHARING AND 401(K) PLAN

401k plan membership statisitcs for DONALD A. SHAPIRO, LTD. PROFIT SHARING AND 401(K) PLAN

Measure Date Value
2017: DONALD A. SHAPIRO, LTD. PROFIT SHARING AND 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-016
Total number of active participants reported on line 7a of the Form 55002017-01-014
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-013
Total of all active and inactive participants2017-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-017
Number of participants with account balances2017-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: DONALD A. SHAPIRO, LTD. PROFIT SHARING AND 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-016
Total number of active participants reported on line 7a of the Form 55002016-01-015
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-016
Number of participants with account balances2016-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: DONALD A. SHAPIRO, LTD. PROFIT SHARING AND 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-016
Total number of active participants reported on line 7a of the Form 55002015-01-015
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-016
Number of participants with account balances2015-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: DONALD A. SHAPIRO, LTD. PROFIT SHARING AND 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-016
Total number of active participants reported on line 7a of the Form 55002014-01-016
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-016
Number of participants with account balances2014-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: DONALD A. SHAPIRO, LTD. PROFIT SHARING AND 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-016
Total number of active participants reported on line 7a of the Form 55002013-01-016
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-016
Number of participants with account balances2013-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: DONALD A. SHAPIRO, LTD. PROFIT SHARING AND 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-016
Total number of active participants reported on line 7a of the Form 55002012-01-016
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-016
Number of participants with account balances2012-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: DONALD A. SHAPIRO, LTD. PROFIT SHARING AND 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-016
Total number of active participants reported on line 7a of the Form 55002011-01-016
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-016
Number of participants with account balances2011-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: DONALD A. SHAPIRO, LTD. PROFIT SHARING AND 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-016
Total number of active participants reported on line 7a of the Form 55002009-01-015
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-016
Number of participants with account balances2009-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on DONALD A. SHAPIRO, LTD. PROFIT SHARING AND 401(K) PLAN

Measure Date Value
2017 : DONALD A. SHAPIRO, LTD. PROFIT SHARING AND 401(K) PLAN 2017 401k financial data
Total income from all sources2017-12-31$556,219
Expenses. Total of all expenses incurred2017-12-31$4
Total plan assets at end of year2017-12-31$3,837,283
Total plan assets at beginning of year2017-12-31$3,281,068
Value of fidelity bond covering the plan2017-12-31$350,000
Total contributions received or receivable from participants2017-12-31$23,587
Other income received2017-12-31$444,873
Net income (gross income less expenses)2017-12-31$556,215
Net plan assets at end of year (total assets less liabilities)2017-12-31$3,837,283
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$3,281,068
Assets. Value of participant loans2017-12-31$0
Assets. Value of assets in partnership/joint-venture interests2017-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022017-12-31$318
Total contributions received or receivable from employer(s)2017-12-31$87,759
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$4
2016 : DONALD A. SHAPIRO, LTD. PROFIT SHARING AND 401(K) PLAN 2016 401k financial data
Total plan liabilities at beginning of year2016-12-31$31
Total income from all sources2016-12-31$295,730
Expenses. Total of all expenses incurred2016-12-31$24
Total plan assets at end of year2016-12-31$3,281,068
Total plan assets at beginning of year2016-12-31$2,985,393
Value of fidelity bond covering the plan2016-12-31$350,000
Total contributions received or receivable from participants2016-12-31$19,630
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$190,300
Net income (gross income less expenses)2016-12-31$295,706
Net plan assets at end of year (total assets less liabilities)2016-12-31$3,281,068
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,985,362
Assets. Value of participant loans2016-12-31$207
Assets. Value of assets in partnership/joint-venture interests2016-12-31$0
Total contributions received or receivable from employer(s)2016-12-31$85,800
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$24
2015 : DONALD A. SHAPIRO, LTD. PROFIT SHARING AND 401(K) PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$31
Total income from all sources2015-12-31$54,415
Expenses. Total of all expenses incurred2015-12-31$24
Total plan assets at end of year2015-12-31$2,985,393
Total plan assets at beginning of year2015-12-31$2,930,971
Value of fidelity bond covering the plan2015-12-31$350,000
Total contributions received or receivable from participants2015-12-31$19,099
Other income received2015-12-31$-50,176
Net income (gross income less expenses)2015-12-31$54,391
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,985,362
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,930,971
Assets. Value of participant loans2015-12-31$1,331
Assets. Value of assets in partnership/joint-venture interests2015-12-31$0
Total contributions received or receivable from employer(s)2015-12-31$85,492
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$24
2014 : DONALD A. SHAPIRO, LTD. PROFIT SHARING AND 401(K) PLAN 2014 401k financial data
Total income from all sources2014-12-31$201,821
Expenses. Total of all expenses incurred2014-12-31$24
Total plan assets at end of year2014-12-31$2,930,971
Total plan assets at beginning of year2014-12-31$2,729,174
Value of fidelity bond covering the plan2014-12-31$1,000,000
Total contributions received or receivable from participants2014-12-31$18,380
Other income received2014-12-31$100,721
Net income (gross income less expenses)2014-12-31$201,797
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,930,971
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,729,174
Assets. Value of participant loans2014-12-31$604
Assets. Value of assets in partnership/joint-venture interests2014-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022014-12-31$766
Total contributions received or receivable from employer(s)2014-12-31$82,720
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$24
2013 : DONALD A. SHAPIRO, LTD. PROFIT SHARING AND 401(K) PLAN 2013 401k financial data
Total income from all sources2013-12-31$418,228
Expenses. Total of all expenses incurred2013-12-31$158
Total plan assets at end of year2013-12-31$2,729,174
Total plan assets at beginning of year2013-12-31$2,311,104
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$18,380
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$320,329
Net income (gross income less expenses)2013-12-31$418,070
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,729,174
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,311,104
Assets. Value of participant loans2013-12-31$1,769
Assets. Value of assets in partnership/joint-venture interests2013-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022013-12-31$1,542
Total contributions received or receivable from employer(s)2013-12-31$79,519
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$158
2012 : DONALD A. SHAPIRO, LTD. PROFIT SHARING AND 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$299,703
Expenses. Total of all expenses incurred2012-12-31$0
Total plan assets at end of year2012-12-31$2,311,104
Total plan assets at beginning of year2012-12-31$2,011,401
Value of fidelity bond covering the plan2012-12-31$200,000
Total contributions received or receivable from participants2012-12-31$29,188
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$249,172
Net income (gross income less expenses)2012-12-31$299,703
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,311,104
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,011,401
Assets. Value of assets in partnership/joint-venture interests2012-12-31$6,689
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022012-12-31$11,000
Total contributions received or receivable from employer(s)2012-12-31$21,343
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
2011 : DONALD A. SHAPIRO, LTD. PROFIT SHARING AND 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$58,162
Expenses. Total of all expenses incurred2011-12-31$0
Total plan assets at end of year2011-12-31$2,011,401
Total plan assets at beginning of year2011-12-31$1,953,239
Value of fidelity bond covering the plan2011-12-31$200,000
Total contributions received or receivable from participants2011-12-31$33,438
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-43,483
Net income (gross income less expenses)2011-12-31$58,162
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,011,401
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,953,239
Assets. Value of assets in partnership/joint-venture interests2011-12-31$12,943
Total contributions received or receivable from employer(s)2011-12-31$68,207
2010 : DONALD A. SHAPIRO, LTD. PROFIT SHARING AND 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$300,516
Expenses. Total of all expenses incurred2010-12-31$1,557
Benefits paid (including direct rollovers)2010-12-31$1,557
Total plan assets at end of year2010-12-31$1,953,239
Total plan assets at beginning of year2010-12-31$1,654,280
Value of fidelity bond covering the plan2010-12-31$200,000
Total contributions received or receivable from participants2010-12-31$22,880
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$210,204
Net income (gross income less expenses)2010-12-31$298,959
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,953,239
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,654,280
Assets. Value of assets in partnership/joint-venture interests2010-12-31$15,765
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022010-12-31$2,329
Total contributions received or receivable from employer(s)2010-12-31$67,432

Form 5500 Responses for DONALD A. SHAPIRO, LTD. PROFIT SHARING AND 401(K) PLAN

2017: DONALD A. SHAPIRO, LTD. PROFIT SHARING AND 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: DONALD A. SHAPIRO, LTD. PROFIT SHARING AND 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: DONALD A. SHAPIRO, LTD. PROFIT SHARING AND 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: DONALD A. SHAPIRO, LTD. PROFIT SHARING AND 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: DONALD A. SHAPIRO, LTD. PROFIT SHARING AND 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: DONALD A. SHAPIRO, LTD. PROFIT SHARING AND 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: DONALD A. SHAPIRO, LTD. PROFIT SHARING AND 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: DONALD A. SHAPIRO, LTD. PROFIT SHARING AND 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number91985
Policy instance 1
Insurance contract or identification number91985
Number of Individuals Covered6
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $7,946
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,946
Insurance broker organization code?3
Insurance broker nameIMA WEALTH INC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number91985
Policy instance 1
Insurance contract or identification number91985
Number of Individuals Covered6
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Insurance broker organization code?3
Insurance broker nameNFP ADVISOR SERVICES, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number91985
Policy instance 1
Insurance contract or identification number91985
Number of Individuals Covered6
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $6,922
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,922
Insurance broker organization code?3
Insurance broker nameNFP ADVISOR SERVICES, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number91985
Policy instance 1
Insurance contract or identification number91985
Number of Individuals Covered6
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $6,075
Total amount of fees paid to insurance companyUSD $150
Commission paid to Insurance BrokerUSD $6,075
Insurance broker organization code?3
Amount paid for insurance broker fees150
Insurance broker nameMANN ASSOCIATES, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number91985
Policy instance 1
Insurance contract or identification number91985
Number of Individuals Covered6
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $5,228
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,228
Insurance broker organization code?3
Insurance broker nameNFP SECURITIES, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number91985
Policy instance 1
Insurance contract or identification number91985
Number of Individuals Covered6
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $4,874
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number91985
Policy instance 1
Insurance contract or identification number91985
Number of Individuals Covered5
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $2,493
Total amount of fees paid to insurance companyUSD $0

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1