SPECIAL CARE ORTHOPEDIC & HAND SURGERY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SPECIAL CARE ORTHOPEDICS & HAND SURGERY 401(K) PROFIT SHARING
401k plan membership statisitcs for SPECIAL CARE ORTHOPEDICS & HAND SURGERY 401(K) PROFIT SHARING
Measure | Date | Value |
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2018: SPECIAL CARE ORTHOPEDICS & HAND SURGERY 401(K) PROFIT SHARING 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 0 |
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 | 0 |
Total of all active and inactive participants | 2018-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 0 |
Number of participants with account balances | 2018-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: SPECIAL CARE ORTHOPEDICS & HAND SURGERY 401(K) PROFIT SHARING 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 10 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 2 |
Total of all active and inactive participants | 2017-01-01 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 12 |
Number of participants with account balances | 2017-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: SPECIAL CARE ORTHOPEDICS & HAND SURGERY 401(K) PROFIT SHARING 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 10 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 1 |
Total of all active and inactive participants | 2016-01-01 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 12 |
Number of participants with account balances | 2016-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 1 |
2015: SPECIAL CARE ORTHOPEDICS & HAND SURGERY 401(K) PROFIT SHARING 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 2 |
Total of all active and inactive participants | 2015-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 11 |
Number of participants with account balances | 2015-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 1 |
2014: SPECIAL CARE ORTHOPEDICS & HAND SURGERY 401(K) PROFIT SHARING 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 10 |
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 | 2 |
Total of all active and inactive participants | 2014-01-01 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 12 |
Number of participants with account balances | 2014-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2012: SPECIAL CARE ORTHOPEDICS & HAND SURGERY 401(K) PROFIT SHARING 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 10 |
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 | 1 |
Total of all active and inactive participants | 2012-01-01 | 11 |
Total participants | 2012-01-01 | 11 |
Number of participants with account balances | 2012-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: SPECIAL CARE ORTHOPEDICS & HAND SURGERY 401(K) PROFIT SHARING 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 11 |
Total of all active and inactive participants | 2011-01-01 | 11 |
Total participants | 2011-01-01 | 11 |
Number of participants with account balances | 2011-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: SPECIAL CARE ORTHOPEDICS & HAND SURGERY 401(K) PROFIT SHARING 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 9 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
Total of all active and inactive participants | 2010-01-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 9 |
Number of participants with account balances | 2010-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: SPECIAL CARE ORTHOPEDICS & HAND SURGERY 401(K) PROFIT SHARING 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 2 |
Total of all active and inactive participants | 2009-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 7 |
Number of participants with account balances | 2009-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1 |
Measure | Date | Value |
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2018 : SPECIAL CARE ORTHOPEDICS & HAND SURGERY 401(K) PROFIT SHARING 2018 401k financial data |
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Total income from all sources | 2018-04-30 | $1,699 |
Expenses. Total of all expenses incurred | 2018-04-30 | $1,771,371 |
Benefits paid (including direct rollovers) | 2018-04-30 | $1,768,937 |
Total plan assets at end of year | 2018-04-30 | $0 |
Total plan assets at beginning of year | 2018-04-30 | $1,769,672 |
Value of fidelity bond covering the plan | 2018-04-30 | $200,000 |
Total contributions received or receivable from participants | 2018-04-30 | $0 |
Other income received | 2018-04-30 | $1,699 |
Net income (gross income less expenses) | 2018-04-30 | $-1,769,672 |
Net plan assets at end of year (total assets less liabilities) | 2018-04-30 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-04-30 | $1,769,672 |
Total contributions received or receivable from employer(s) | 2018-04-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-04-30 | $2,434 |
2017 : SPECIAL CARE ORTHOPEDICS & HAND SURGERY 401(K) PROFIT SHARING 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $309,202 |
Expenses. Total of all expenses incurred | 2017-12-31 | $73,651 |
Benefits paid (including direct rollovers) | 2017-12-31 | $65,338 |
Total plan assets at end of year | 2017-12-31 | $1,769,672 |
Total plan assets at beginning of year | 2017-12-31 | $1,534,121 |
Value of fidelity bond covering the plan | 2017-12-31 | $200,000 |
Total contributions received or receivable from participants | 2017-12-31 | $25,542 |
Other income received | 2017-12-31 | $269,838 |
Net income (gross income less expenses) | 2017-12-31 | $235,551 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,769,672 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,534,121 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $13,822 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $8,313 |
2016 : SPECIAL CARE ORTHOPEDICS & HAND SURGERY 401(K) PROFIT SHARING 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $173,221 |
Expenses. Total of all expenses incurred | 2016-12-31 | $91,143 |
Benefits paid (including direct rollovers) | 2016-12-31 | $83,887 |
Total plan assets at end of year | 2016-12-31 | $1,534,121 |
Total plan assets at beginning of year | 2016-12-31 | $1,452,043 |
Value of fidelity bond covering the plan | 2016-12-31 | $200,000 |
Total contributions received or receivable from participants | 2016-12-31 | $27,695 |
Other income received | 2016-12-31 | $97,272 |
Net income (gross income less expenses) | 2016-12-31 | $82,078 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,534,121 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,452,043 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $48,254 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $7,256 |
2015 : SPECIAL CARE ORTHOPEDICS & HAND SURGERY 401(K) PROFIT SHARING 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $60,018 |
Expenses. Total of all expenses incurred | 2015-12-31 | $6,968 |
Total plan assets at end of year | 2015-12-31 | $1,452,043 |
Total plan assets at beginning of year | 2015-12-31 | $1,398,993 |
Value of fidelity bond covering the plan | 2015-12-31 | $200,000 |
Total contributions received or receivable from participants | 2015-12-31 | $28,346 |
Other income received | 2015-12-31 | $-15,380 |
Net income (gross income less expenses) | 2015-12-31 | $53,050 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,452,043 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,398,993 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $47,052 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $6,968 |
2014 : SPECIAL CARE ORTHOPEDICS & HAND SURGERY 401(K) PROFIT SHARING 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $141,855 |
Expenses. Total of all expenses incurred | 2014-12-31 | $6,454 |
Benefits paid (including direct rollovers) | 2014-12-31 | $0 |
Total plan assets at end of year | 2014-12-31 | $1,398,993 |
Total plan assets at beginning of year | 2014-12-31 | $1,263,592 |
Value of fidelity bond covering the plan | 2014-12-31 | $125,000 |
Total contributions received or receivable from participants | 2014-12-31 | $31,426 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $50 |
Other income received | 2014-12-31 | $55,110 |
Net income (gross income less expenses) | 2014-12-31 | $135,401 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,398,993 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,263,592 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $55,269 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $6,454 |
2012 : SPECIAL CARE ORTHOPEDICS & HAND SURGERY 401(K) PROFIT SHARING 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $188,409 |
Expenses. Total of all expenses incurred | 2012-12-31 | $7,903 |
Benefits paid (including direct rollovers) | 2012-12-31 | $149 |
Total plan assets at end of year | 2012-12-31 | $997,086 |
Total plan assets at beginning of year | 2012-12-31 | $816,580 |
Value of fidelity bond covering the plan | 2012-12-31 | $70,000 |
Total contributions received or receivable from participants | 2012-12-31 | $30,365 |
Other income received | 2012-12-31 | $109,449 |
Net income (gross income less expenses) | 2012-12-31 | $180,506 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $997,086 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $816,580 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $48,595 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $7,754 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : SPECIAL CARE ORTHOPEDICS & HAND SURGERY 401(K) PROFIT SHARING 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $29,254 |
Expenses. Total of all expenses incurred | 2011-12-31 | $938 |
Benefits paid (including direct rollovers) | 2011-12-31 | $45 |
Total plan assets at end of year | 2011-12-31 | $816,580 |
Total plan assets at beginning of year | 2011-12-31 | $788,264 |
Value of fidelity bond covering the plan | 2011-12-31 | $70,000 |
Total contributions received or receivable from participants | 2011-12-31 | $23,633 |
Other income received | 2011-12-31 | $-38,546 |
Net income (gross income less expenses) | 2011-12-31 | $28,316 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $816,580 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $788,264 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $44,167 |
Value of corrective distributions | 2011-12-31 | $893 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : SPECIAL CARE ORTHOPEDICS & HAND SURGERY 401(K) PROFIT SHARING 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $153,383 |
Expenses. Total of all expenses incurred | 2010-12-31 | $7,520 |
Benefits paid (including direct rollovers) | 2010-12-31 | $7,520 |
Total plan assets at end of year | 2010-12-31 | $788,264 |
Total plan assets at beginning of year | 2010-12-31 | $642,401 |
Value of fidelity bond covering the plan | 2010-12-31 | $70,000 |
Total contributions received or receivable from participants | 2010-12-31 | $27,397 |
Other income received | 2010-12-31 | $78,543 |
Net income (gross income less expenses) | 2010-12-31 | $145,863 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $788,264 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $642,401 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $47,443 |
2018: SPECIAL CARE ORTHOPEDICS & HAND SURGERY 401(K) PROFIT SHARING 2018 form 5500 responses |
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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 | Yes |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
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: SPECIAL CARE ORTHOPEDICS & HAND SURGERY 401(K) PROFIT SHARING 2017 form 5500 responses |
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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: SPECIAL CARE ORTHOPEDICS & HAND SURGERY 401(K) PROFIT SHARING 2016 form 5500 responses |
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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: SPECIAL CARE ORTHOPEDICS & HAND SURGERY 401(K) PROFIT SHARING 2015 form 5500 responses |
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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: SPECIAL CARE ORTHOPEDICS & HAND SURGERY 401(K) PROFIT SHARING 2014 form 5500 responses |
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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 |
2012: SPECIAL CARE ORTHOPEDICS & HAND SURGERY 401(K) PROFIT SHARING 2012 form 5500 responses |
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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: SPECIAL CARE ORTHOPEDICS & HAND SURGERY 401(K) PROFIT SHARING 2011 form 5500 responses |
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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 – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: SPECIAL CARE ORTHOPEDICS & HAND SURGERY 401(K) PROFIT SHARING 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: SPECIAL CARE ORTHOPEDICS & HAND SURGERY 401(K) PROFIT SHARING 2009 form 5500 responses |
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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 – Insurance | 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 | 11212 |
Policy instance | 1 |
Insurance contract or identification number | 11212 | Number of Individuals Covered | 0 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-04-30 | Total amount of commissions paid to insurance broker | USD $2,763 | Total amount of fees paid to insurance company | USD $699 | Commission paid to Insurance Broker | USD $2,763 | Amount paid for insurance broker fees | 22 | Additional information about fees paid to insurance broker | OTHER FEES | Insurance broker organization code? | 3 | Insurance broker name | MORGAN STANLEY INSURANCE SERVICES |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 11212 |
Policy instance | 1 |
Insurance contract or identification number | 11212 | Number of Individuals Covered | 12 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $8,142 | Total amount of fees paid to insurance company | USD $958 | Are there contracts with allocated funds for group deferred annuity? | Yes | Commission paid to Insurance Broker | USD $8,142 | Amount paid for insurance broker fees | 92 | Additional information about fees paid to insurance broker | OTHER FEES | Insurance broker organization code? | 3 | Insurance broker name | ERISA, INC. |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 11212 |
Policy instance | 1 |
Insurance contract or identification number | 11212 | Number of Individuals Covered | 12 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $6,935 | Total amount of fees paid to insurance company | USD $805 | Are there contracts with allocated funds for group deferred annuity? | Yes | Commission paid to Insurance Broker | USD $6,935 | Amount paid for insurance broker fees | 108 | Additional information about fees paid to insurance broker | BROKERAGE ALLOWANCES | Insurance broker organization code? | 3 | Insurance broker name | ERISA, INC. |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 11212 |
Policy instance | 1 |
Insurance contract or identification number | 11212 | Number of Individuals Covered | 11 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $6,393 | Total amount of fees paid to insurance company | USD $1,236 | Are there contracts with allocated funds for group deferred annuity? | Yes | Commission paid to Insurance Broker | USD $6,393 | Amount paid for insurance broker fees | 108 | Additional information about fees paid to insurance broker | OTHER FEES | Insurance broker organization code? | 3 | Insurance broker name | ERISA, INC. |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 11212 |
Policy instance | 1 |
Insurance contract or identification number | 11212 | Number of Individuals Covered | 9 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $4,848 | Total amount of fees paid to insurance company | USD $25 | Are there contracts with allocated funds for group deferred annuity? | Yes | Commission paid to Insurance Broker | USD $4,457 | Insurance broker organization code? | 4 | Amount paid for insurance broker fees | 25 | Insurance broker name | ERISA, INC. |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 11212 |
Policy instance | 1 |
Insurance contract or identification number | 11212 | Number of Individuals Covered | 9 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $4,700 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for group deferred annuity? | Yes |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 11212 |
Policy instance | 1 |
Insurance contract or identification number | 11212 | Number of Individuals Covered | 7 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $3,989 | Total amount of fees paid to insurance company | USD $90 | Are there contracts with allocated funds for group deferred annuity? | Yes | Commission paid to Insurance Broker | USD $3,607 | Insurance broker organization code? | 4 | Amount paid for insurance broker fees | 90 | Insurance broker name | MORGAN STANLEY SMITH BARNEY |
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