R & D ENGINEERING AND MACHINING, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan R & D ENGINEERING AND MACHINING, INC. 401(K) PLAN
401k plan membership statisitcs for R & D ENGINEERING AND MACHINING, INC. 401(K) PLAN
| Measure | Date | Value |
|---|
| 2019: R & D ENGINEERING AND MACHINING, INC. 401(K) PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 26 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 20 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 7 |
| Total of all active and inactive participants | 2019-01-01 | 27 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 27 |
| Number of participants with account balances | 2019-01-01 | 25 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 7 |
| 2018: R & D ENGINEERING AND MACHINING, INC. 401(K) PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 27 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 19 |
| 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 | 6 |
| Total of all active and inactive participants | 2018-01-01 | 25 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 25 |
| Number of participants with account balances | 2018-01-01 | 25 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 3 |
| 2017: R & D ENGINEERING AND MACHINING, INC. 401(K) PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 26 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 22 |
| 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 | 2 |
| Total of all active and inactive participants | 2017-01-01 | 24 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 24 |
| Number of participants with account balances | 2017-01-01 | 17 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 3 |
| 2016: R & D ENGINEERING AND MACHINING, INC. 401(K) PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 27 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 22 |
| 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 | 0 |
| Total of all active and inactive participants | 2016-01-01 | 22 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 22 |
| Number of participants with account balances | 2016-01-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 1 |
| 2015: R & D ENGINEERING AND MACHINING, INC. 401(K) PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 15 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 21 |
| 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 | 0 |
| Total of all active and inactive participants | 2015-01-01 | 21 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 21 |
| Number of participants with account balances | 2015-01-01 | 14 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: R & D ENGINEERING AND MACHINING, INC. 401(K) PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 15 |
| 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 | 0 |
| Total of all active and inactive participants | 2014-01-01 | 15 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 15 |
| Number of participants with account balances | 2014-01-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: R & D ENGINEERING AND MACHINING, INC. 401(K) PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 13 |
| 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 | 0 |
| Total of all active and inactive participants | 2013-01-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 13 |
| Number of participants with account balances | 2013-01-01 | 11 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2019 : R & D ENGINEERING AND MACHINING, INC. 401(K) PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $290,038 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $102,134 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $101,914 |
| Total plan assets at end of year | 2019-12-31 | $830,008 |
| Total plan assets at beginning of year | 2019-12-31 | $642,104 |
| Value of fidelity bond covering the plan | 2019-12-31 | $75,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $90,349 |
| Assets. Value of loans (other than to participants) | 2019-12-31 | $45,460 |
| Other income received | 2019-12-31 | $161,884 |
| Net income (gross income less expenses) | 2019-12-31 | $187,904 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $830,008 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $642,104 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $37,805 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $220 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : R & D ENGINEERING AND MACHINING, INC. 401(K) PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $65,120 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $13,848 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $13,278 |
| Total plan assets at end of year | 2018-12-31 | $642,104 |
| Total plan assets at beginning of year | 2018-12-31 | $590,832 |
| Value of fidelity bond covering the plan | 2018-12-31 | $75,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $80,666 |
| Assets. Value of loans (other than to participants) | 2018-12-31 | $47,792 |
| Other income received | 2018-12-31 | $-52,240 |
| Net income (gross income less expenses) | 2018-12-31 | $51,272 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $642,104 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $590,832 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $36,694 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $570 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : R & D ENGINEERING AND MACHINING, INC. 401(K) PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $175,019 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $7,209 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $6,500 |
| Total plan assets at end of year | 2017-12-31 | $590,832 |
| Total plan assets at beginning of year | 2017-12-31 | $423,022 |
| Value of fidelity bond covering the plan | 2017-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $69,478 |
| Other income received | 2017-12-31 | $78,318 |
| Net income (gross income less expenses) | 2017-12-31 | $167,810 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $590,832 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $423,022 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $27,223 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $709 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : R & D ENGINEERING AND MACHINING, INC. 401(K) PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $108,596 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $12,578 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $10,353 |
| Total plan assets at end of year | 2016-12-31 | $423,022 |
| Total plan assets at beginning of year | 2016-12-31 | $327,004 |
| Value of fidelity bond covering the plan | 2016-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $51,037 |
| Other income received | 2016-12-31 | $28,136 |
| Net income (gross income less expenses) | 2016-12-31 | $96,018 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $423,022 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $327,004 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $29,423 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $2,225 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : R & D ENGINEERING AND MACHINING, INC. 401(K) PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $238,781 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $1,117 |
| Total plan assets at end of year | 2015-12-31 | $327,004 |
| Total plan assets at beginning of year | 2015-12-31 | $89,340 |
| Value of fidelity bond covering the plan | 2015-12-31 | $25,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $42,420 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $174,604 |
| Other income received | 2015-12-31 | $-3,173 |
| Net income (gross income less expenses) | 2015-12-31 | $237,664 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $327,004 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $89,340 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $24,930 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $1,117 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : R & D ENGINEERING AND MACHINING, INC. 401(K) PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $59,675 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $643 |
| Total plan assets at end of year | 2014-12-31 | $89,340 |
| Total plan assets at beginning of year | 2014-12-31 | $30,308 |
| Value of fidelity bond covering the plan | 2014-12-31 | $25,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $33,602 |
| Other income received | 2014-12-31 | $1,997 |
| Net income (gross income less expenses) | 2014-12-31 | $59,032 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $89,340 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $30,308 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $24,076 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $643 |
| 2013 : R & D ENGINEERING AND MACHINING, INC. 401(K) PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $30,379 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $71 |
| Total plan assets at end of year | 2013-12-31 | $30,308 |
| Total plan assets at beginning of year | 2013-12-31 | $0 |
| Total contributions received or receivable from participants | 2013-12-31 | $17,419 |
| Other income received | 2013-12-31 | $1,464 |
| Net income (gross income less expenses) | 2013-12-31 | $30,308 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $30,308 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $11,496 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $71 |
| 2019: R & D ENGINEERING AND MACHINING, INC. 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 – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: R & D ENGINEERING AND MACHINING, INC. 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 – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: R & D ENGINEERING AND MACHINING, INC. 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 – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: R & D ENGINEERING AND MACHINING, INC. 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 – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: R & D ENGINEERING AND MACHINING, INC. 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 – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: R & D ENGINEERING AND MACHINING, INC. 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 – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: R & D ENGINEERING AND MACHINING, INC. 401(K) PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | First time form 5500 has been submitted | Yes |
| 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 – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | 813437 |
| Policy instance | 1 |
| Insurance contract or identification number | 813437 | | Number of Individuals Covered | 23 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $3,552 | | Total amount of fees paid to insurance company | USD $341 | | 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? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | 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 $3,552 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | COMMISSIONS | | Insurance broker organization code? | 7 |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | 813437 |
| Policy instance | 1 |
| Insurance contract or identification number | 813437 | | Number of Individuals Covered | 25 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $1,832 | | Total amount of fees paid to insurance company | USD $1,031 | | 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? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | 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 $1,035 | | Insurance broker organization code? | 7 | | Amount paid for insurance broker fees | 1031 | | Additional information about fees paid to insurance broker | TPA SERVICES |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | 813437 |
| Policy instance | 1 |
| Insurance contract or identification number | 813437 | | Number of Individuals Covered | 17 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $1,419 | | 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? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | 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 | | Amount paid for insurance broker fees | 1419 | | Additional information about fees paid to insurance broker | TPA SERVICES | | Insurance broker organization code? | 5 | | Insurance broker name | PPG RETIREMENT PLAN SERVICES |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 111055 |
| Policy instance | 2 |
| Insurance contract or identification number | 111055 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $587 | | Total amount of fees paid to insurance company | USD $133 | | 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? | No | | 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 $587 | | Insurance broker organization code? | 7 | | Amount paid for insurance broker fees | 133 | | Additional information about fees paid to insurance broker | TPA SERVICES | | Insurance broker name | PPG RETIREMENT PLAN SERVICES |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 111055 |
| Policy instance | 1 |
| Insurance contract or identification number | 111055 | | Number of Individuals Covered | 14 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $474 | | Total amount of fees paid to insurance company | USD $59 | | 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? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | 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 $474 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | BROKER COMMISSIONS | | Insurance broker organization code? | 7 | | Insurance broker name | PPG RETIREMENT PLAN SERVICES |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 111055 |
| Policy instance | 1 |
| Insurance contract or identification number | 111055 | | Number of Individuals Covered | 12 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $431 | | Total amount of fees paid to insurance company | USD $302 | | 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? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | 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 $431 | | Amount paid for insurance broker fees | 5 | | Additional information about fees paid to insurance broker | OTHER ALLOWANCES | | Insurance broker organization code? | 7 | | Insurance broker name | PPG RETIREMENT PLAN 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 | 111055 |
| Policy instance | 1 |
| Insurance contract or identification number | 111055 | | Number of Individuals Covered | 11 | | Insurance policy start date | 2013-07-10 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $256 | | Total amount of fees paid to insurance company | USD $182 | | 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? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | 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 $256 | | Insurance broker organization code? | 7 | | Amount paid for insurance broker fees | 182 | | Additional information about fees paid to insurance broker | ADMINISTRATION FEES | | Insurance broker name | PPG RETIREMENT PLAN SERVICES |
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