Logo

HELPMATES, INC. 401(K) PLAN 401k Plan overview

Plan NameHELPMATES, INC. 401(K) PLAN
Plan identification number 001

HELPMATES, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HELPMATES, INC. has sponsored the creation of one or more 401k plans.

Company Name:HELPMATES, INC.
Employer identification number (EIN):251555968
NAIC Classification:621610
NAIC Description:Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HELPMATES, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01
0012023-01-01
0012022-07-01
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01
0012016-07-01JILL SALTER
0012015-07-01JILL SALTER
0012015-07-01

Plan Statistics for HELPMATES, INC. 401(K) PLAN

401k plan membership statisitcs for HELPMATES, INC. 401(K) PLAN

Measure Date Value
2024: HELPMATES, INC. 401(K) PLAN 2024 401k membership
Total participants, beginning-of-year2024-01-01215
Total number of active participants reported on line 7a of the Form 55002024-01-010
Number of retired or separated participants receiving benefits2024-01-010
Number of other retired or separated participants entitled to future benefits2024-01-010
Total of all active and inactive participants2024-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2024-01-010
Total participants2024-01-010
Number of participants with account balances2024-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2024-01-010
2023: HELPMATES, INC. 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01251
Total number of active participants reported on line 7a of the Form 55002023-01-01159
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0156
Total of all active and inactive participants2023-01-01215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01215
Number of participants with account balances2023-01-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: HELPMATES, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-01300
Total number of active participants reported on line 7a of the Form 55002022-07-01178
Number of retired or separated participants receiving benefits2022-07-010
Number of other retired or separated participants entitled to future benefits2022-07-0171
Total of all active and inactive participants2022-07-01249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-010
Total participants2022-07-01249
Number of participants with account balances2022-07-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-010
2021: HELPMATES, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01359
Total number of active participants reported on line 7a of the Form 55002021-07-01223
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-0177
Total of all active and inactive participants2021-07-01300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01300
Number of participants with account balances2021-07-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: HELPMATES, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01419
Total number of active participants reported on line 7a of the Form 55002020-07-01280
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0174
Total of all active and inactive participants2020-07-01354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01354
Number of participants with account balances2020-07-01223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: HELPMATES, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01464
Total number of active participants reported on line 7a of the Form 55002019-07-01332
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0160
Total of all active and inactive participants2019-07-01392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01392
Number of participants with account balances2019-07-01266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: HELPMATES, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01463
Total number of active participants reported on line 7a of the Form 55002018-07-01377
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0146
Total of all active and inactive participants2018-07-01423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01423
Number of participants with account balances2018-07-01278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: HELPMATES, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01562
Total number of active participants reported on line 7a of the Form 55002017-07-01393
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0130
Total of all active and inactive participants2017-07-01423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01423
Number of participants with account balances2017-07-01277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: HELPMATES, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01504
Total number of active participants reported on line 7a of the Form 55002016-07-01400
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-01130
Total of all active and inactive participants2016-07-01530
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01530
Number of participants with account balances2016-07-01384
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: HELPMATES, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01431
Total number of active participants reported on line 7a of the Form 55002015-07-01402
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0164
Total of all active and inactive participants2015-07-01466
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01466
Number of participants with account balances2015-07-01331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010

Financial Data on HELPMATES, INC. 401(K) PLAN

Measure Date Value
2024 : HELPMATES, INC. 401(K) PLAN 2024 401k financial data
Total unrealized appreciation/depreciation of assets2024-02-29$0
Total transfer of assets from this plan2024-02-29$394,404
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2024-02-29$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2024-02-29$0
Total income from all sources (including contributions)2024-02-29$2,556
Total loss/gain on sale of assets2024-02-29$0
Total of all expenses incurred2024-02-29$492
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2024-02-29$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2024-02-29$0
Value of total assets at end of year2024-02-29$0
Value of total assets at beginning of year2024-02-29$392,340
Total of administrative expenses incurred including professional, contract, advisory and management fees2024-02-29$492
Total interest from all sources2024-02-29$0
Total dividends received (eg from common stock, registered investment company shares)2024-02-29$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2024-02-29No
Was this plan covered by a fidelity bond2024-02-29Yes
Value of fidelity bond cover2024-02-29$39,234
If this is an individual account plan, was there a blackout period2024-02-29Yes
Were there any nonexempt tranactions with any party-in-interest2024-02-29No
Participant contributions at end of year2024-02-29$0
Participant contributions at beginning of year2024-02-29$101
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2024-02-29No
Value of net income/loss2024-02-29$2,064
Value of net assets at end of year (total assets less liabilities)2024-02-29$0
Value of net assets at beginning of year (total assets less liabilities)2024-02-29$392,340
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2024-02-29No
Were any loans by the plan or fixed income obligations due to the plan in default2024-02-29No
Were any leases to which the plan was party in default or uncollectible2024-02-29No
Value of interest in pooled separate accounts at end of year2024-02-29$0
Value of interest in pooled separate accounts at beginning of year2024-02-29$391,743
Net investment gain/loss from pooled separate accounts2024-02-29$2,556
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2024-02-29No
Was there a failure to transmit to the plan any participant contributions2024-02-29No
Has the plan failed to provide any benefit when due under the plan2024-02-29No
Employer contributions (assets) at end of year2024-02-29$0
Employer contributions (assets) at beginning of year2024-02-29$496
Contract administrator fees2024-02-29$492
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32024-02-29Yes
Did the plan have assets held for investment2024-02-29No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2024-02-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2024-02-29Yes
Opinion of an independent qualified public accountant for this plan2024-02-29Unqualified
Accountancy firm name2024-02-29CLYDE, FERRARO & CO., LLP
Accountancy firm EIN2024-02-29251669808
2023 : HELPMATES, INC. 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$94,201
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$126,151
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$113,074
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$41,271
Value of total assets at end of year2023-12-31$392,340
Value of total assets at beginning of year2023-12-31$424,290
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$13,077
Total interest from all sources2023-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$42,429
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$41,271
Participant contributions at end of year2023-12-31$101
Participant contributions at beginning of year2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$-31,950
Value of net assets at end of year (total assets less liabilities)2023-12-31$392,340
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$424,290
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in pooled separate accounts at end of year2023-12-31$391,743
Value of interest in pooled separate accounts at beginning of year2023-12-31$423,383
Net investment gain/loss from pooled separate accounts2023-12-31$52,930
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$0
Employer contributions (assets) at end of year2023-12-31$496
Employer contributions (assets) at beginning of year2023-12-31$907
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$113,074
Contract administrator fees2023-12-31$13,077
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CLYDE, FERRARO & CO., LLP
Accountancy firm EIN2023-12-31251669808
2022 : HELPMATES, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$28,416
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$71,992
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$65,481
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$27,602
Value of total assets at end of year2022-12-31$424,290
Value of total assets at beginning of year2022-12-31$467,866
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$6,511
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$46,787
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$27,106
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$2,405
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-43,576
Value of net assets at end of year (total assets less liabilities)2022-12-31$424,290
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$467,866
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$423,383
Value of interest in pooled separate accounts at beginning of year2022-12-31$465,050
Net investment gain/loss from pooled separate accounts2022-12-31$814
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$496
Employer contributions (assets) at end of year2022-12-31$907
Employer contributions (assets) at beginning of year2022-12-31$411
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$65,481
Contract administrator fees2022-12-31$6,511
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLYDE, FERRARO & CO., LLP
Accountancy firm EIN2022-12-31251669808
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-2,108
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$185,440
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$170,158
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$73,421
Value of total assets at end of year2022-06-30$467,866
Value of total assets at beginning of year2022-06-30$655,414
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$15,282
Total interest from all sources2022-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$65,542
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$73,010
Participant contributions at end of year2022-06-30$2,405
Participant contributions at beginning of year2022-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-187,548
Value of net assets at end of year (total assets less liabilities)2022-06-30$467,866
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$655,414
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in pooled separate accounts at end of year2022-06-30$465,050
Value of interest in pooled separate accounts at beginning of year2022-06-30$655,414
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$0
Net investment gain/loss from pooled separate accounts2022-06-30$-75,529
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$411
Employer contributions (assets) at end of year2022-06-30$411
Employer contributions (assets) at beginning of year2022-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$170,158
Contract administrator fees2022-06-30$15,282
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30CLYDE, FERRARO & CO., LLP
Accountancy firm EIN2022-06-30251669808
2021 : HELPMATES, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$237,987
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$134,412
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$120,187
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$106,268
Value of total assets at end of year2021-06-30$655,414
Value of total assets at beginning of year2021-06-30$551,839
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$14,225
Total interest from all sources2021-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$55,184
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$106,268
Participant contributions at end of year2021-06-30$0
Participant contributions at beginning of year2021-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$103,575
Value of net assets at end of year (total assets less liabilities)2021-06-30$655,414
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$551,839
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in pooled separate accounts at end of year2021-06-30$655,414
Value of interest in pooled separate accounts at beginning of year2021-06-30$551,839
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$0
Net investment gain/loss from pooled separate accounts2021-06-30$131,719
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$120,187
Contract administrator fees2021-06-30$14,225
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30CLYDE, FERRARO & CO., LLP
Accountancy firm EIN2021-06-30251669808
2020 : HELPMATES, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$162,727
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$81,900
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$68,957
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$136,337
Value of total assets at end of year2020-06-30$551,839
Value of total assets at beginning of year2020-06-30$471,012
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$12,943
Total interest from all sources2020-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$47,102
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$136,337
Participant contributions at end of year2020-06-30$0
Participant contributions at beginning of year2020-06-30$5,538
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$80,827
Value of net assets at end of year (total assets less liabilities)2020-06-30$551,839
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$471,012
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in pooled separate accounts at end of year2020-06-30$551,839
Value of interest in pooled separate accounts at beginning of year2020-06-30$465,474
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$0
Net investment gain/loss from pooled separate accounts2020-06-30$26,390
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$68,957
Contract administrator fees2020-06-30$12,943
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30CLYDE, FERRARO & CO., LLP
Accountancy firm EIN2020-06-30251669808
2019 : HELPMATES, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$201,162
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$94,171
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$82,325
Value of total corrective distributions2019-06-30$195
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$172,404
Value of total assets at end of year2019-06-30$471,012
Value of total assets at beginning of year2019-06-30$364,021
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$11,651
Total interest from all sources2019-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$36,403
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$150,224
Participant contributions at end of year2019-06-30$5,538
Participant contributions at beginning of year2019-06-30$5,770
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$22,180
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Income. Non cash contributions2019-06-30$0
Value of net income/loss2019-06-30$106,991
Value of net assets at end of year (total assets less liabilities)2019-06-30$471,012
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$364,021
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in pooled separate accounts at end of year2019-06-30$465,474
Value of interest in pooled separate accounts at beginning of year2019-06-30$358,251
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$0
Net investment gain/loss from pooled separate accounts2019-06-30$28,758
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$82,325
Contract administrator fees2019-06-30$11,651
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30CLYDE, FERRARO & CO., LLP
Accountancy firm EIN2019-06-30251669808
2018 : HELPMATES, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$175,616
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$94,241
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$80,718
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$152,777
Value of total assets at end of year2018-06-30$364,021
Value of total assets at beginning of year2018-06-30$282,646
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$13,523
Total interest from all sources2018-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$28,265
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$152,759
Participant contributions at end of year2018-06-30$5,770
Participant contributions at beginning of year2018-06-30$11,555
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$18
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$81,375
Value of net assets at end of year (total assets less liabilities)2018-06-30$364,021
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$282,646
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in pooled separate accounts at end of year2018-06-30$358,251
Value of interest in pooled separate accounts at beginning of year2018-06-30$271,091
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$0
Net investment gain/loss from pooled separate accounts2018-06-30$22,839
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$80,718
Contract administrator fees2018-06-30$13,523
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30CLYDE, FERRARO & CO., LLP
Accountancy firm EIN2018-06-30251669808
2017 : HELPMATES, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$167,038
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$17,395
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$13,496
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$143,211
Value of total assets at end of year2017-06-30$282,646
Value of total assets at beginning of year2017-06-30$133,003
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$3,899
Total interest from all sources2017-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$25,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$143,211
Participant contributions at end of year2017-06-30$11,555
Participant contributions at beginning of year2017-06-30$11,788
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$149,643
Value of net assets at end of year (total assets less liabilities)2017-06-30$282,646
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$133,003
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in pooled separate accounts at end of year2017-06-30$271,091
Value of interest in pooled separate accounts at beginning of year2017-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$121,215
Net investment gain/loss from pooled separate accounts2017-06-30$23,827
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$13,496
Contract administrator fees2017-06-30$3,899
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30CLYDE FERRARO & CO
Accountancy firm EIN2017-06-30251669808
2016 : HELPMATES, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$124,890
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$3,675
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$2,811
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$120,408
Value of total assets at end of year2016-06-30$121,215
Value of total assets at beginning of year2016-06-30$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$864
Total interest from all sources2016-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$25,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$115,367
Participant contributions at end of year2016-06-30$11,788
Participant contributions at beginning of year2016-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$5,041
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$121,215
Value of net assets at end of year (total assets less liabilities)2016-06-30$121,215
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$121,215
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$0
Net investment gain/loss from pooled separate accounts2016-06-30$4,482
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$2,811
Contract administrator fees2016-06-30$864
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30CLYDE FERRARO & CO
Accountancy firm EIN2016-06-30251669808

Form 5500 Responses for HELPMATES, INC. 401(K) PLAN

2024: HELPMATES, INC. 401(K) PLAN 2024 form 5500 responses
2024-01-01Type of plan entitySingle employer plan
2024-01-01Submission has been amendedNo
2024-01-01This submission is the final filingYes
2024-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2024-01-01Plan is a collectively bargained planNo
2024-01-01Plan funding arrangement – InsuranceYes
2024-01-01Plan benefit arrangement – InsuranceYes
2023: HELPMATES, INC. 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan benefit arrangement – InsuranceYes
2022: HELPMATES, INC. 401(K) PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan benefit arrangement – InsuranceYes
2021: HELPMATES, INC. 401(K) PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan benefit arrangement – InsuranceYes
2020: HELPMATES, INC. 401(K) PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan benefit arrangement – InsuranceYes
2019: HELPMATES, INC. 401(K) PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan benefit arrangement – InsuranceYes
2018: HELPMATES, INC. 401(K) PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan benefit arrangement – InsuranceYes
2017: HELPMATES, INC. 401(K) PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan benefit arrangement – InsuranceYes
2016: HELPMATES, INC. 401(K) PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: HELPMATES, INC. 401(K) PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01First time form 5500 has been submittedYes
2015-07-01Submission has been amendedYes
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number119387
Policy instance 1
Insurance contract or identification number119387
Number of Individuals Covered0
Insurance policy start date2024-01-01
Insurance policy end date2024-02-12
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $341
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number119387
Policy instance 1
Insurance contract or identification number119387
Number of Individuals Covered231
Insurance policy start date2023-07-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $2,076
Total amount of fees paid to insurance companyUSD $208
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number119387
Policy instance 1
Insurance contract or identification number119387
Number of Individuals Covered267
Insurance policy start date2022-07-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $1,089
Total amount of fees paid to insurance companyUSD $109
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,089
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number119387
Policy instance 1
Insurance contract or identification number119387
Number of Individuals Covered292
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $2,978
Total amount of fees paid to insurance companyUSD $298
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,978
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number119387
Policy instance 1
Insurance contract or identification number119387
Number of Individuals Covered313
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $3,069
Total amount of fees paid to insurance companyUSD $308
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,069
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number119387
Policy instance 1
Insurance contract or identification number119387
Number of Individuals Covered336
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $2,289
Total amount of fees paid to insurance companyUSD $249
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,289
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number119387
Policy instance 1
Insurance contract or identification number119387
Number of Individuals Covered317
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $2,026
Total amount of fees paid to insurance companyUSD $240
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,026
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number119387
Policy instance 1
Insurance contract or identification number119387
Number of Individuals Covered300
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $1,621
Total amount of fees paid to insurance companyUSD $3,635
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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

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

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

See full terms and conditions

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