401k Plan data: HELLER-BIRD MOTORS, LTD. 401(K) PLAN plan

HELLER-BIRD MOTORS, LTD. 401(K) PLAN 401k Plan overview

Plan Name	HELLER-BIRD MOTORS, LTD. 401(K) PLAN
Plan identification number	001

HELLER-BIRD MOTORS, LTD. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
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.
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

HELLER-BIRD MOTORS LTD has sponsored the creation of one or more 401k plans.

Company Name: HELLER-BIRD MOTORS LTD

Employer identification number (EIN): 271111380

NAIC Classification: 441110
NAIC Description: New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HELLER-BIRD MOTORS, LTD. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01
001 2018-01-01
001 2017-01-01 JULIE SAATHOFF JULIE SAATHOFF 2018-10-12
001 2016-01-01 ROBERT CARVER ROBERT CARVER 2017-10-12
001 2015-01-01 WILLIAM BIRD WILLIAM BIRD 2016-10-17
001 2014-01-01 WILLIAM BIRD WILLIAM BIRD 2015-10-14
001 2013-01-01 BILL BIRD 2014-10-13 BILL BIRD 2014-10-13
001 2012-01-01 WILLIAM BIRD 2013-09-04 WILLIAM BIRD 2013-09-04

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2019-01-01
001	2018-01-01
001	2017-01-01	JULIE SAATHOFF		JULIE SAATHOFF	2018-10-12
001	2016-01-01	ROBERT CARVER		ROBERT CARVER	2017-10-12
001	2015-01-01	WILLIAM BIRD		WILLIAM BIRD	2016-10-17
001	2014-01-01	WILLIAM BIRD		WILLIAM BIRD	2015-10-14
001	2013-01-01	BILL BIRD	2014-10-13	BILL BIRD	2014-10-13
001	2012-01-01	WILLIAM BIRD	2013-09-04	WILLIAM BIRD	2013-09-04

Plan Statistics for HELLER-BIRD MOTORS, LTD. 401(K) PLAN

401k plan membership statisitcs for HELLER-BIRD MOTORS, LTD. 401(K) PLAN

Measure Date Value
2019: HELLER-BIRD MOTORS, LTD. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 178
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 50
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 48
Total of all active and inactive participants 2019-01-01 98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 98
Number of participants with account balances 2019-01-01 64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: HELLER-BIRD MOTORS, LTD. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 186
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 137
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 37
Total of all active and inactive participants 2018-01-01 174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 174
Number of participants with account balances 2018-01-01 82
2017: HELLER-BIRD MOTORS, LTD. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 231
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 145
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 44
Total of all active and inactive participants 2017-01-01 189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 189
Number of participants with account balances 2017-01-01 104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: HELLER-BIRD MOTORS, LTD. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 254
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 181
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 48
Total of all active and inactive participants 2016-01-01 229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 229
Number of participants with account balances 2016-01-01 127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: HELLER-BIRD MOTORS, LTD. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 237
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 209
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 39
Total of all active and inactive participants 2015-01-01 248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 248
Number of participants with account balances 2015-01-01 141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: HELLER-BIRD MOTORS, LTD. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 320
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 195
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 46
Total of all active and inactive participants 2014-01-01 241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 241
Number of participants with account balances 2014-01-01 120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0

Measure	Date	Value
2019: HELLER-BIRD MOTORS, LTD. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	178
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	50
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	48
Total of all active and inactive participants	2019-01-01	98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	98
Number of participants with account balances	2019-01-01	64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: HELLER-BIRD MOTORS, LTD. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	186
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	137
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	37
Total of all active and inactive participants	2018-01-01	174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	174
Number of participants with account balances	2018-01-01	82
2017: HELLER-BIRD MOTORS, LTD. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	231
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	145
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	44
Total of all active and inactive participants	2017-01-01	189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	189
Number of participants with account balances	2017-01-01	104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: HELLER-BIRD MOTORS, LTD. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	254
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	181
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	48
Total of all active and inactive participants	2016-01-01	229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	229
Number of participants with account balances	2016-01-01	127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: HELLER-BIRD MOTORS, LTD. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	237
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	209
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	39
Total of all active and inactive participants	2015-01-01	248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	248
Number of participants with account balances	2015-01-01	141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: HELLER-BIRD MOTORS, LTD. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	320
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	195
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	46
Total of all active and inactive participants	2014-01-01	241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	241
Number of participants with account balances	2014-01-01	120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0

Financial Data on HELLER-BIRD MOTORS, LTD. 401(K) PLAN

Measure	Date	Value
2019 : HELLER-BIRD MOTORS, LTD. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$778
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$778
Total income from all sources (including contributions)	2019-12-31	$378,117
Total income from all sources (including contributions)	2019-12-31	$378,117
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$748,163
Total of all expenses incurred	2019-12-31	$748,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$638,389
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$638,389
Value of total corrective distributions	2019-12-31	$94,250
Value of total corrective distributions	2019-12-31	$94,250
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$138,362
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$138,362
Value of total assets at end of year	2019-12-31	$1,437,542
Value of total assets at end of year	2019-12-31	$1,437,542
Value of total assets at beginning of year	2019-12-31	$1,808,366
Value of total assets at beginning of year	2019-12-31	$1,808,366
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$15,524
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$15,524
Total interest from all sources	2019-12-31	$777
Total interest from all sources	2019-12-31	$777
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$250,000
Value of fidelity bond cover	2019-12-31	$250,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$138,362
Contributions received from participants	2019-12-31	$138,362
Participant contributions at end of year	2019-12-31	$18,740
Participant contributions at end of year	2019-12-31	$18,740
Participant contributions at beginning of year	2019-12-31	$27,805
Participant contributions at beginning of year	2019-12-31	$27,805
Participant contributions at end of year	2019-12-31	$0
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$16,321
Participant contributions at beginning of year	2019-12-31	$16,321
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$392,845
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$392,845
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$376,983
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$376,983
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$778
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$778
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$-370,046
Value of net income/loss	2019-12-31	$-370,046
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,437,542
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,437,542
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,807,588
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,807,588
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$15,524
Investment advisory and management fees	2019-12-31	$15,524
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$1,022,679
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$1,022,679
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,383,979
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,383,979
Interest on participant loans	2019-12-31	$777
Interest on participant loans	2019-12-31	$777
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$3,278
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$3,278
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$3,278
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$3,278
Net investment gain/loss from pooled separate accounts	2019-12-31	$238,978
Net investment gain/loss from pooled separate accounts	2019-12-31	$238,978
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$638,389
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$638,389
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	VAWTER, GAMMON, NORRIS & COMPANY, P
Accountancy firm name	2019-12-31	VAWTER, GAMMON, NORRIS & COMPANY, P
Accountancy firm EIN	2019-12-31	620898119
Accountancy firm EIN	2019-12-31	620898119
2018 : HELLER-BIRD MOTORS, LTD. 401(K) PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$778
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$778
Total income from all sources (including contributions)	2018-12-31	$153,524
Total of all expenses incurred	2018-12-31	$525,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$476,386
Expenses. Certain deemed distributions of participant loans	2018-12-31	$0
Value of total corrective distributions	2018-12-31	$32,723
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$237,263
Value of total assets at end of year	2018-12-31	$1,808,366
Value of total assets at beginning of year	2018-12-31	$2,180,287
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$16,336
Total interest from all sources	2018-12-31	$1,108
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Administrative expenses professional fees incurred	2018-12-31	$1,355
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$250,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$237,263
Participant contributions at end of year	2018-12-31	$27,805
Participant contributions at beginning of year	2018-12-31	$33,499
Participant contributions at end of year	2018-12-31	$16,321
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$376,983
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$342,710
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$778
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$778
Administrative expenses (other) incurred	2018-12-31	$14,981
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-371,921
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$1,807,588
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$2,179,509
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$1,383,979
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$1,800,800
Interest earned on other investments	2018-12-31	$1,108
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$3,278
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$3,278
Net investment gain/loss from pooled separate accounts	2018-12-31	$-84,847
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$476,386
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	VAWTER, GAMMON, NORRIS & COMPANY,PC
Accountancy firm EIN	2018-12-31	620898119
2017 : HELLER-BIRD MOTORS, LTD. 401(K) PLAN 2017 401k financial data
Total transfer of assets from this plan	2017-12-31	$163,357
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$778
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$759
Total income from all sources (including contributions)	2017-12-31	$471,080
Total of all expenses incurred	2017-12-31	$190,931
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$137,972
Expenses. Certain deemed distributions of participant loans	2017-12-31	$32,473
Value of total corrective distributions	2017-12-31	$5,841
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$229,764
Value of total assets at end of year	2017-12-31	$2,180,287
Value of total assets at beginning of year	2017-12-31	$2,063,476
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$14,645
Total interest from all sources	2017-12-31	$2,388
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Administrative expenses professional fees incurred	2017-12-31	$850
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$250,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$229,764
Participant contributions at end of year	2017-12-31	$33,499
Participant contributions at beginning of year	2017-12-31	$125,359
Participant contributions at beginning of year	2017-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$342,710
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$307,428
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$778
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$759
Administrative expenses (other) incurred	2017-12-31	$13,795
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$280,149
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$2,179,509
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$2,062,717
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$1,800,800
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$1,627,378
Interest on participant loans	2017-12-31	$2,388
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$3,278
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$3,311
Net investment gain/loss from pooled separate accounts	2017-12-31	$238,928
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$137,972
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	VAWTER, GAMMON, NORRIS & COMPANY,PC
Accountancy firm EIN	2017-12-31	620898119
2016 : HELLER-BIRD MOTORS, LTD. 401(K) PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$759
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$3,440
Total income from all sources (including contributions)	2016-12-31	$425,664
Total of all expenses incurred	2016-12-31	$280,208
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$257,378
Value of total corrective distributions	2016-12-31	$5,414
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$294,857
Value of total assets at end of year	2016-12-31	$2,063,476
Value of total assets at beginning of year	2016-12-31	$1,920,701
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$17,416
Total interest from all sources	2016-12-31	$4,128
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Administrative expenses professional fees incurred	2016-12-31	$2,550
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$250,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$282,825
Participant contributions at end of year	2016-12-31	$125,359
Participant contributions at beginning of year	2016-12-31	$124,446
Participant contributions at end of year	2016-12-31	$0
Participant contributions at beginning of year	2016-12-31	$3,169
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$307,428
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$244,256
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$12,032
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$759
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$3,440
Administrative expenses (other) incurred	2016-12-31	$14,866
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$145,456
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$2,062,717
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,917,261
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$1,627,378
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$1,543,423
Interest on participant loans	2016-12-31	$4,128
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$3,311
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$5,407
Net investment gain/loss from pooled separate accounts	2016-12-31	$126,679
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$257,378
Contract administrator fees	2016-12-31	$0
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	VAWTER, GAMMON, NORRIS & COMPANY,PC
Accountancy firm EIN	2016-12-31	620898119
2015 : HELLER-BIRD MOTORS, LTD. 401(K) PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$3,440
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$3,894
Total income from all sources (including contributions)	2015-12-31	$328,969
Total of all expenses incurred	2015-12-31	$299,508
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$265,801
Value of total corrective distributions	2015-12-31	$14,792
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$348,315
Value of total assets at end of year	2015-12-31	$1,920,701
Value of total assets at beginning of year	2015-12-31	$1,891,694
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$18,915
Total interest from all sources	2015-12-31	$3,605
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Administrative expenses professional fees incurred	2015-12-31	$2,940
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$250,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$342,404
Participant contributions at end of year	2015-12-31	$124,446
Participant contributions at beginning of year	2015-12-31	$70,549
Participant contributions at end of year	2015-12-31	$3,169
Participant contributions at beginning of year	2015-12-31	$3,805
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$244,256
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$220,531
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$3,440
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$3,894
Other income not declared elsewhere	2015-12-31	$0
Administrative expenses (other) incurred	2015-12-31	$15,975
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$29,461
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$1,917,261
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$1,887,800
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$1,543,423
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$1,594,424
Interest on participant loans	2015-12-31	$3,605
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$5,407
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$2,385
Net investment gain/loss from pooled separate accounts	2015-12-31	$-22,951
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$5,911
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$265,801
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	VAWTER, GAMMON, NORRIS & COMPANY,PC
Accountancy firm EIN	2015-12-31	620898119
2014 : HELLER-BIRD MOTORS, LTD. 401(K) PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$3,894
Total income from all sources (including contributions)	2014-12-31	$681,614
Total of all expenses incurred	2014-12-31	$837,296
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$805,315
Value of total corrective distributions	2014-12-31	$13,322
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$592,427
Value of total assets at end of year	2014-12-31	$1,891,694
Value of total assets at beginning of year	2014-12-31	$2,043,482
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$18,659
Total interest from all sources	2014-12-31	$2,756
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$3,800
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$250,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$587,744
Participant contributions at end of year	2014-12-31	$70,549
Participant contributions at beginning of year	2014-12-31	$59,012
Participant contributions at end of year	2014-12-31	$3,805
Participant contributions at beginning of year	2014-12-31	$2,776
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$220,531
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$263,776
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$2,940
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$3,894
Administrative expenses (other) incurred	2014-12-31	$14,859
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$-155,682
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$1,887,800
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$2,043,482
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$1,594,424
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$1,665,766
Interest on participant loans	2014-12-31	$2,229
Interest earned on other investments	2014-12-31	$527
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$2,385
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$52,152
Net investment gain/loss from pooled separate accounts	2014-12-31	$86,431
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$1,743
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$805,315
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	VAWTER, GAMMON, NORRIS & COMPANY,PC
Accountancy firm EIN	2014-12-31	620898119

Form 5500 Responses for HELLER-BIRD MOTORS, LTD. 401(K) PLAN

2019: HELLER-BIRD MOTORS, LTD. 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: HELLER-BIRD MOTORS, LTD. 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: HELLER-BIRD MOTORS, LTD. 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: HELLER-BIRD MOTORS, LTD. 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: HELLER-BIRD MOTORS, LTD. 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: HELLER-BIRD MOTORS, LTD. 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

39850

Policy instance

Insurance contract or identification number	39850
Number of Individuals Covered	109
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $9,262
Total amount of fees paid to insurance company	USD $1,757
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $8,418
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	0

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

39850

Policy instance

Insurance contract or identification number	39850
Number of Individuals Covered	123
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $10,666
Total amount of fees paid to insurance company	USD $1,355
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $9,674
Insurance broker organization code?	3
Amount paid for insurance broker fees	1355
Additional information about fees paid to insurance broker	LOAN DISTRIBUTION AND PROCESSING FEES

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

39850

Policy instance

Insurance contract or identification number	39850
Number of Individuals Covered	130
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $11,432
Total amount of fees paid to insurance company	USD $850
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $10,377
Insurance broker organization code?	3
Amount paid for insurance broker fees	850
Additional information about fees paid to insurance broker	LOAN AND DISTRIBUTION PROCESSING FEES
Insurance broker name	SCHOLZ & FRIENDS

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

39850

Policy instance

Insurance contract or identification number	39850
Number of Individuals Covered	164
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $10,562
Total amount of fees paid to insurance company	USD $2,940
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $9,582
Insurance broker organization code?	3
Amount paid for insurance broker fees	2940
Additional information about fees paid to insurance broker	LOAN AND DISTRIBUTION PROCESSING FEES
Insurance broker name	SCHOLZ & FRIENDS

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

39850

Policy instance

Insurance contract or identification number	39850
Number of Individuals Covered	140
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $12,004
Total amount of fees paid to insurance company	USD $3,800
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $10,886
Insurance broker organization code?	3
Amount paid for insurance broker fees	3800
Additional information about fees paid to insurance broker	LOAN AND DISTRIBUTION PROCESSING FEES
Insurance broker name	SCHOLZ & FRIENDS

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Company Name:	HELLER-BIRD MOTORS LTD
Employer identification number (EIN):	271111380
NAIC Classification:	441110
NAIC Description:	New Car Dealers