Logo

401k Plan overview

Plan NameTHE INVESTMENT-INCENTIVE PLAN FOR JOHN HANCOCK EMPLOYEES
Plan identification number 002

THE INVESTMENT-INCENTIVE PLAN FOR JOHN HANCOCK EMPLOYEES Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A.
Employer identification number (EIN):010233346
NAIC Classification:524140

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE INVESTMENT-INCENTIVE PLAN FOR JOHN HANCOCK EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022017-01-01TREVOR SINGLETON
0022016-01-01TREVOR SINGLETON
0022015-01-01TREVOR SINGLETON
0022014-01-01TREVOR SINGLETON TREVOR SINGLETON2015-10-13
0022014-01-01TREVOR SINGLETON TREVOR SINGLETON2015-11-23
0022013-01-01MICHAEL REID
0022012-01-01TREVOR M. SINGLETON TREVOR M. SINGLETON2013-10-11
0022011-01-01TREVOR M. SINGLETON

Plan Statistics for THE INVESTMENT-INCENTIVE PLAN FOR JOHN HANCOCK EMPLOYEES

401k plan membership statisitcs for THE INVESTMENT-INCENTIVE PLAN FOR JOHN HANCOCK EMPLOYEES

Measure Date Value
2017
Total participants, beginning-of-year2017-01-0110,351
Total number of active participants reported on line 7a of the Form 55002017-01-015,854
Number of retired or separated participants receiving benefits2017-01-01271
Number of other retired or separated participants entitled to future benefits2017-01-013,910
Total of all active and inactive participants2017-01-0110,035
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01331
Total participants2017-01-0110,366
Number of participants with account balances2017-01-019,854
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01210
2016
Total participants, beginning-of-year2016-01-0110,140
Total number of active participants reported on line 7a of the Form 55002016-01-015,898
Number of retired or separated participants receiving benefits2016-01-01284
Number of other retired or separated participants entitled to future benefits2016-01-013,871
Total of all active and inactive participants2016-01-0110,053
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01311
Total participants2016-01-0110,364
Number of participants with account balances2016-01-019,885
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01158
2015
Total participants, beginning-of-year2015-01-019,710
Total number of active participants reported on line 7a of the Form 55002015-01-015,076
Number of retired or separated participants receiving benefits2015-01-01317
Number of other retired or separated participants entitled to future benefits2015-01-013,873
Total of all active and inactive participants2015-01-019,266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01305
Total participants2015-01-019,571
Number of participants with account balances2015-01-019,118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01123
2014
Total participants, beginning-of-year2014-01-019,710
Total number of active participants reported on line 7a of the Form 55002014-01-015,076
Number of retired or separated participants receiving benefits2014-01-01317
Number of other retired or separated participants entitled to future benefits2014-01-013,873
Total of all active and inactive participants2014-01-019,266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01305
Total participants2014-01-019,571
Number of participants with account balances2014-01-019,118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01123
2013
Total participants, beginning-of-year2013-01-019,943
Total number of active participants reported on line 7a of the Form 55002013-01-015,134
Number of retired or separated participants receiving benefits2013-01-01347
Number of other retired or separated participants entitled to future benefits2013-01-013,942
Total of all active and inactive participants2013-01-019,423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01292
Total participants2013-01-019,715
Number of participants with account balances2013-01-019,186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01134
2012
Total participants, beginning-of-year2012-01-0110,066
Total number of active participants reported on line 7a of the Form 55002012-01-015,446
Number of retired or separated participants receiving benefits2012-01-01393
Number of other retired or separated participants entitled to future benefits2012-01-013,859
Total of all active and inactive participants2012-01-019,698
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01269
Total participants2012-01-019,967
Number of participants with account balances2012-01-019,321
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01139
2011
Total participants, beginning-of-year2011-01-0110,045
Total number of active participants reported on line 7a of the Form 55002011-01-015,495
Number of retired or separated participants receiving benefits2011-01-01426
Number of other retired or separated participants entitled to future benefits2011-01-013,966
Total of all active and inactive participants2011-01-019,887
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-01255
Total participants2011-01-0110,142
Number of participants with account balances2011-01-019,406
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01118

Financial Data on THE INVESTMENT-INCENTIVE PLAN FOR JOHN HANCOCK EMPLOYEES

Measure Date Value
2018
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets from this plan2018-12-31$191,724
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$720,887
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$263,882
Total income from all sources (including contributions)2018-12-31$9,747,270
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$119,968,381
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$119,969,864
Expenses. Certain deemed distributions of participant loans2018-12-31$-3,107
Value of total corrective distributions2018-12-31$1,624
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$81,941,378
Value of total assets at end of year2018-12-31$1,619,709,727
Value of total assets at beginning of year2018-12-31$1,729,665,557
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$658,062
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$200,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$52,938,830
Participant contributions at end of year2018-12-31$14,032,366
Participant contributions at beginning of year2018-12-31$14,279,220
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$5,870,180
Liabilities. Value of operating payables at end of year2018-12-31$720,887
Liabilities. Value of operating payables at beginning of year2018-12-31$263,882
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-110,221,111
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,618,988,840
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,729,401,675
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Interest on participant loans2018-12-31$658,062
Value of interest in master investment trust accounts at end of year2018-12-31$1,605,677,361
Value of interest in master investment trust accounts at beginning of year2018-12-31$1,715,386,337
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$23,132,368
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$119,969,864
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31ERNST & YOUNG LLP
Accountancy firm EIN2018-12-31346565596
2017
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$477,082
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$263,882
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$115,851
Total income from all sources (including contributions)2017-12-31$298,283,960
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$118,995,168
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$121,749,020
Expenses. Certain deemed distributions of participant loans2017-12-31$-2,776,909
Value of total corrective distributions2017-12-31$23,057
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$80,351,363
Value of total assets at end of year2017-12-31$1,729,665,557
Value of total assets at beginning of year2017-12-31$1,549,751,652
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$618,102
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$200,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$50,353,134
Participant contributions at end of year2017-12-31$14,279,220
Participant contributions at beginning of year2017-12-31$11,606,783
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$8,078,468
Liabilities. Value of operating payables at end of year2017-12-31$263,882
Liabilities. Value of operating payables at beginning of year2017-12-31$115,851
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$179,288,792
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,729,401,675
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,549,635,801
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Interest on participant loans2017-12-31$618,102
Value of interest in master investment trust accounts at end of year2017-12-31$1,715,386,337
Value of interest in master investment trust accounts at beginning of year2017-12-31$1,538,144,869
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$21,919,761
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$121,749,020
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31ERNST & YOUNG LLP
Accountancy firm EIN2017-12-31346565596
2016
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$236
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$115,851
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$181,093,851
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$99,528,154
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$99,493,838
Expenses. Certain deemed distributions of participant loans2016-12-31$34,316
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$81,526,355
Value of total assets at end of year2016-12-31$1,549,751,652
Value of total assets at beginning of year2016-12-31$1,468,069,868
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$592,611
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$100,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$47,741,672
Participant contributions at end of year2016-12-31$11,606,783
Participant contributions at beginning of year2016-12-31$11,632,811
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$12,493,109
Liabilities. Value of operating payables at end of year2016-12-31$115,851
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$81,565,697
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,549,635,801
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,468,069,868
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Interest on participant loans2016-12-31$592,611
Value of interest in master investment trust accounts at end of year2016-12-31$1,538,144,869
Value of interest in master investment trust accounts at beginning of year2016-12-31$1,456,437,057
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$21,291,574
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$99,493,838
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31ERNST & YOUNG LLP
Accountancy firm EIN2016-12-31346565596
2015
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$86,763,906
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$98,171,506
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$98,228,922
Expenses. Certain deemed distributions of participant loans2015-12-31$-57,416
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$87,873,673
Value of total assets at end of year2015-12-31$1,468,069,868
Value of total assets at beginning of year2015-12-31$1,479,477,468
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$576,269
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$100,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$550
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$68,427,985
Participant contributions at end of year2015-12-31$11,632,811
Participant contributions at beginning of year2015-12-31$10,534,836
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-11,407,600
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,468,069,868
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,479,477,468
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Interest on participant loans2015-12-31$576,269
Value of interest in master investment trust accounts at end of year2015-12-31$1,456,437,057
Value of interest in master investment trust accounts at beginning of year2015-12-31$1,468,942,632
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$19,445,688
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$98,228,922
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31ERNST & YOUNG LLP
Accountancy firm EIN2015-12-31346565596
2014
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$163,374
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$143,736,574
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$100,490,098
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$100,444,674
Expenses. Certain deemed distributions of participant loans2014-12-31$45,424
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$63,085,146
Value of total assets at end of year2014-12-31$1,479,477,468
Value of total assets at beginning of year2014-12-31$1,436,067,618
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$527,963
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$100,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$16,749,722
Participant contributions at end of year2014-12-31$10,534,836
Participant contributions at beginning of year2014-12-31$13,264,115
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$43,246,476
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,479,477,468
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,436,067,618
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Interest on participant loans2014-12-31$527,963
Value of interest in master investment trust accounts at end of year2014-12-31$1,468,942,632
Value of interest in master investment trust accounts at beginning of year2014-12-31$1,422,803,503
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$46,335,424
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$100,444,674
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31ERNST & YOUNG LLP
Accountancy firm EIN2014-12-31346565596
2013
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$763
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$274,347,451
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$106,408,835
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$106,422,589
Expenses. Certain deemed distributions of participant loans2013-12-31$-15,983
Value of total corrective distributions2013-12-31$2,229
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$68,075,016
Value of total assets at end of year2013-12-31$1,436,067,618
Value of total assets at beginning of year2013-12-31$1,268,128,239
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$518,459
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$100,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$51,395,110
Participant contributions at end of year2013-12-31$13,264,115
Participant contributions at beginning of year2013-12-31$12,980,348
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$167,938,616
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,436,067,618
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,268,128,239
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Interest on participant loans2013-12-31$518,459
Value of interest in master investment trust accounts at end of year2013-12-31$1,422,803,503
Value of interest in master investment trust accounts at beginning of year2013-12-31$1,255,147,891
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$16,679,906
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$106,422,589
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31ERNST & YOUNG LLP
Accountancy firm EIN2013-12-31346565596
2012
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets from this plan2012-12-31$19,450
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$176,578,319
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$93,082,606
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$93,057,438
Expenses. Certain deemed distributions of participant loans2012-12-31$19,755
Value of total corrective distributions2012-12-31$5,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$60,069,541
Value of total assets at end of year2012-12-31$1,268,128,239
Value of total assets at beginning of year2012-12-31$1,184,651,976
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$534,228
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31No
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$43,245,923
Participant contributions at end of year2012-12-31$12,980,348
Participant contributions at beginning of year2012-12-31$13,307,739
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$83,495,713
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,268,128,239
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,184,651,976
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Interest on participant loans2012-12-31$534,228
Value of interest in master investment trust accounts at end of year2012-12-31$1,255,147,891
Value of interest in master investment trust accounts at beginning of year2012-12-31$1,171,344,237
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$16,823,618
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$93,057,438
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31ERNST & YOUNG LLP
Accountancy firm EIN2012-12-31346565596
2011
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets from this plan2011-12-31$347,833
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$58,808,911
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$85,454,553
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$85,462,115
Expenses. Certain deemed distributions of participant loans2011-12-31$-28,340
Value of total corrective distributions2011-12-31$20,778
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$63,028,312
Value of total assets at end of year2011-12-31$1,184,651,976
Value of total assets at beginning of year2011-12-31$1,211,645,451
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$543,783
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31No
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$46,521,764
Participant contributions at end of year2011-12-31$13,307,739
Participant contributions at beginning of year2011-12-31$12,018,020
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-26,645,642
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,184,651,976
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,211,645,451
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Interest on participant loans2011-12-31$543,783
Value of interest in master investment trust accounts at end of year2011-12-31$1,171,344,237
Value of interest in master investment trust accounts at beginning of year2011-12-31$1,199,627,431
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$16,506,548
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$85,462,115
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31ERNST & YOUNG LLP
Accountancy firm EIN2011-12-31346465596
2010
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$138,619
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$166,213,347
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$73,748,340
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$73,879,198
Expenses. Certain deemed distributions of participant loans2010-12-31$-145,981
Value of total corrective distributions2010-12-31$15,123
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$58,303,050
Value of total assets at end of year2010-12-31$1,211,645,451
Value of total assets at beginning of year2010-12-31$1,119,041,825
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$617,321
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$42,500,409
Participant contributions at end of year2010-12-31$12,018,020
Participant contributions at beginning of year2010-12-31$11,768,791
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$92,465,007
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,211,645,451
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,119,041,825
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Interest on participant loans2010-12-31$617,321
Value of interest in master investment trust accounts at end of year2010-12-31$1,199,627,431
Value of interest in master investment trust accounts at beginning of year2010-12-31$1,107,273,034
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$15,802,641
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$73,879,198
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31ERNST & YOUNG
Accountancy firm EIN2010-12-31346465559

Form 5500 Responses

2017
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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016
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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015
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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013
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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012
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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011
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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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