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401k Plan overview

Plan NameJOHN HANCOCK SAVINGS AND INVESTMENT PLAN
Plan identification number 004

JOHN HANCOCK SAVINGS AND INVESTMENT PLAN 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.

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 JOHN HANCOCK SAVINGS AND INVESTMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042017-01-01TREVOR SINGLETON
0042016-01-01TREVOR SINGLETON
0042015-01-01TREVOR SINGLETON
0042014-01-01TREVOR SINGLETON TREVOR SINGLETON2015-11-23
0042014-01-01TREVOR SINGLETON TREVOR SINGLETON2015-10-13
0042013-01-01MICHAEL REID
0042012-01-01TREVOR M. SINGLETON TREVOR M. SINGLETON2013-10-11
0042011-01-01TREVOR M. SINGLETON

Plan Statistics for JOHN HANCOCK SAVINGS AND INVESTMENT PLAN

401k plan membership statisitcs for JOHN HANCOCK SAVINGS AND INVESTMENT PLAN

Measure Date Value
2017
Total participants, beginning-of-year2017-01-011,135
Total number of active participants reported on line 7a of the Form 55002017-01-01207
Number of retired or separated participants receiving benefits2017-01-0163
Number of other retired or separated participants entitled to future benefits2017-01-01859
Total of all active and inactive participants2017-01-011,129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01125
Total participants2017-01-011,254
Number of participants with account balances2017-01-011,254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016
Total participants, beginning-of-year2016-01-011,261
Total number of active participants reported on line 7a of the Form 55002016-01-01239
Number of retired or separated participants receiving benefits2016-01-0167
Number of other retired or separated participants entitled to future benefits2016-01-01931
Total of all active and inactive participants2016-01-011,237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01111
Total participants2016-01-011,348
Number of participants with account balances2016-01-011,357
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015
Total participants, beginning-of-year2015-01-011,657
Total number of active participants reported on line 7a of the Form 55002015-01-0118
Number of retired or separated participants receiving benefits2015-01-0171
Number of other retired or separated participants entitled to future benefits2015-01-011,056
Total of all active and inactive participants2015-01-011,145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01112
Total participants2015-01-011,257
Number of participants with account balances2015-01-011,528
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014
Total participants, beginning-of-year2014-01-012,792
Total number of active participants reported on line 7a of the Form 55002014-01-011,386
Number of retired or separated participants receiving benefits2014-01-0182
Number of other retired or separated participants entitled to future benefits2014-01-01877
Total of all active and inactive participants2014-01-012,345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01108
Total participants2014-01-012,453
Number of participants with account balances2014-01-012,007
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013
Total participants, beginning-of-year2013-01-012,908
Total number of active participants reported on line 7a of the Form 55002013-01-011,597
Number of retired or separated participants receiving benefits2013-01-0188
Number of other retired or separated participants entitled to future benefits2013-01-01881
Total of all active and inactive participants2013-01-012,566
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01109
Total participants2013-01-012,675
Number of participants with account balances2013-01-012,175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012
Total participants, beginning-of-year2012-01-013,351
Total number of active participants reported on line 7a of the Form 55002012-01-011,918
Number of retired or separated participants receiving benefits2012-01-0194
Number of other retired or separated participants entitled to future benefits2012-01-01922
Total of all active and inactive participants2012-01-012,934
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01100
Total participants2012-01-013,034
Number of participants with account balances2012-01-012,239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011
Total participants, beginning-of-year2011-01-013,469
Total number of active participants reported on line 7a of the Form 55002011-01-012,072
Number of retired or separated participants receiving benefits2011-01-01106
Number of other retired or separated participants entitled to future benefits2011-01-01928
Total of all active and inactive participants2011-01-013,106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0194
Total participants2011-01-013,200
Number of participants with account balances2011-01-012,376
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on JOHN HANCOCK SAVINGS AND INVESTMENT PLAN

Measure Date Value
2018
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to 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$54,118
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$63,970
Total income from all sources (including contributions)2018-12-31$-5,403,600
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$16,483,421
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$16,512,111
Expenses. Certain deemed distributions of participant loans2018-12-31$-28,690
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$60,626
Value of total assets at end of year2018-12-31$120,631,664
Value of total assets at beginning of year2018-12-31$142,336,813
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$4,915
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
Participant contributions at end of year2018-12-31$90,605
Participant contributions at beginning of year2018-12-31$148,827
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$60,626
Liabilities. Value of operating payables at end of year2018-12-31$54,118
Liabilities. Value of operating payables at beginning of year2018-12-31$63,970
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-21,887,021
Value of net assets at end of year (total assets less liabilities)2018-12-31$120,577,546
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$142,272,843
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$4,915
Value of interest in master investment trust accounts at end of year2018-12-31$120,541,059
Value of interest in master investment trust accounts at beginning of year2018-12-31$142,187,986
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$16,512,111
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 from 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$63,970
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$10,407
Total income from all sources (including contributions)2017-12-31$19,632,571
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$15,654,669
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$15,346,019
Expenses. Certain deemed distributions of participant loans2017-12-31$308,650
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$246,894
Value of total assets at end of year2017-12-31$142,336,813
Value of total assets at beginning of year2017-12-31$138,782,430
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$10,181
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
Participant contributions at end of year2017-12-31$148,827
Participant contributions at beginning of year2017-12-31$611,925
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$246,894
Liabilities. Value of operating payables at end of year2017-12-31$63,970
Liabilities. Value of operating payables at beginning of year2017-12-31$10,407
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$3,977,902
Value of net assets at end of year (total assets less liabilities)2017-12-31$142,272,843
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$138,772,023
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$10,181
Value of interest in master investment trust accounts at end of year2017-12-31$142,187,986
Value of interest in master investment trust accounts at beginning of year2017-12-31$138,170,505
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$15,346,019
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 liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$10,407
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$11,750
Total income from all sources (including contributions)2016-12-31$9,557,621
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$20,267,907
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$20,223,727
Expenses. Certain deemed distributions of participant loans2016-12-31$44,180
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$286,702
Value of total assets at end of year2016-12-31$138,782,430
Value of total assets at beginning of year2016-12-31$149,494,059
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$16,792
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
Participant contributions at end of year2016-12-31$611,925
Participant contributions at beginning of year2016-12-31$921,923
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$286,702
Liabilities. Value of operating payables at end of year2016-12-31$10,407
Liabilities. Value of operating payables at beginning of year2016-12-31$11,750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-10,710,286
Value of net assets at end of year (total assets less liabilities)2016-12-31$138,772,023
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$149,482,309
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$16,792
Value of interest in master investment trust accounts at end of year2016-12-31$138,170,505
Value of interest in master investment trust accounts at beginning of year2016-12-31$148,572,136
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$20,223,727
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$11,750
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$16,115
Total income from all sources (including contributions)2015-12-31$1,622,765
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$61,173,755
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$62,287,969
Expenses. Certain deemed distributions of participant loans2015-12-31$-1,114,214
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$312,565
Value of total assets at end of year2015-12-31$149,494,059
Value of total assets at beginning of year2015-12-31$209,049,414
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$44,909
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$516
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$219,707
Participant contributions at end of year2015-12-31$921,923
Participant contributions at beginning of year2015-12-31$3,224,007
Liabilities. Value of operating payables at end of year2015-12-31$11,750
Liabilities. Value of operating payables at beginning of year2015-12-31$16,115
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-59,550,990
Value of net assets at end of year (total assets less liabilities)2015-12-31$149,482,309
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$209,033,299
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$44,909
Value of interest in master investment trust accounts at end of year2015-12-31$148,572,136
Value of interest in master investment trust accounts at beginning of year2015-12-31$205,825,407
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$92,858
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$62,287,969
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 from 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$16,115
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$19,703,859
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$20,255,582
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$20,164,464
Expenses. Certain deemed distributions of participant loans2014-12-31$91,118
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$7,239,565
Value of total assets at end of year2014-12-31$209,049,414
Value of total assets at beginning of year2014-12-31$209,748,396
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$118,067
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$1,585,777
Participant contributions at end of year2014-12-31$3,224,007
Participant contributions at beginning of year2014-12-31$3,677,768
Liabilities. Value of operating payables at end of year2014-12-31$16,115
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-551,723
Value of net assets at end of year (total assets less liabilities)2014-12-31$209,033,299
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$209,748,396
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$118,067
Value of interest in master investment trust accounts at end of year2014-12-31$205,825,407
Value of interest in master investment trust accounts at beginning of year2014-12-31$206,070,628
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$5,653,788
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$20,164,464
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 from 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$40,582,302
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$14,305,452
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$14,080,563
Expenses. Certain deemed distributions of participant loans2013-12-31$224,889
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$7,088,559
Value of total assets at end of year2013-12-31$209,748,396
Value of total assets at beginning of year2013-12-31$183,472,309
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$113,769
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$5,300,760
Participant contributions at end of year2013-12-31$3,677,768
Participant contributions at beginning of year2013-12-31$3,892,036
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$26,276,850
Value of net assets at end of year (total assets less liabilities)2013-12-31$209,748,396
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$183,472,309
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$113,769
Value of interest in master investment trust accounts at end of year2013-12-31$206,070,628
Value of interest in master investment trust accounts at beginning of year2013-12-31$179,580,273
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$1,787,799
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$14,080,563
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 to 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$27,880,533
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$20,568,961
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$20,631,881
Expenses. Certain deemed distributions of participant loans2012-12-31$-62,920
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$8,061,820
Value of total assets at end of year2012-12-31$183,472,309
Value of total assets at beginning of year2012-12-31$176,141,287
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$127,801
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$6,053,430
Participant contributions at end of year2012-12-31$3,892,036
Participant contributions at beginning of year2012-12-31$4,389,375
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$7,311,572
Value of net assets at end of year (total assets less liabilities)2012-12-31$183,472,309
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$176,141,287
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$127,801
Value of interest in master investment trust accounts at end of year2012-12-31$179,580,273
Value of interest in master investment trust accounts at beginning of year2012-12-31$171,751,912
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$2,008,390
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$20,631,881
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 to 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$7,481,978
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$16,108,905
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$16,010,429
Expenses. Certain deemed distributions of participant loans2011-12-31$61,637
Value of total corrective distributions2011-12-31$36,839
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$9,617,009
Value of total assets at end of year2011-12-31$176,141,287
Value of total assets at beginning of year2011-12-31$184,420,381
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$167,117
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$7,361,526
Participant contributions at end of year2011-12-31$4,389,375
Participant contributions at beginning of year2011-12-31$4,855,403
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-8,626,927
Value of net assets at end of year (total assets less liabilities)2011-12-31$176,141,287
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$184,420,381
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$167,117
Value of interest in master investment trust accounts at end of year2011-12-31$171,751,912
Value of interest in master investment trust accounts at beginning of year2011-12-31$179,564,978
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$2,255,483
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$16,010,429
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 from 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$30,817,423
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$12,268,365
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$12,947,533
Expenses. Certain deemed distributions of participant loans2010-12-31$-679,168
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$11,168,861
Value of total assets at end of year2010-12-31$184,420,381
Value of total assets at beginning of year2010-12-31$166,009,942
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$187,322
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$8,733,679
Participant contributions at end of year2010-12-31$4,855,403
Participant contributions at beginning of year2010-12-31$3,417,271
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$18,549,058
Value of net assets at end of year (total assets less liabilities)2010-12-31$184,420,381
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$166,009,942
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$187,322
Value of interest in master investment trust accounts at end of year2010-12-31$179,564,978
Value of interest in master investment trust accounts at beginning of year2010-12-31$162,592,671
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$2,435,182
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$12,947,533
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 entityMulitple 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 entityMulitple 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 entityMulitple 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 entityMulitple 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 entityMulitple 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 entityMulitple 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 entityMulitple 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

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