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CUNNINGHAM & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameCUNNINGHAM & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST
Plan identification number 001

CUNNINGHAM & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • 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.

401k Sponsoring company profile

CUNNINGHAM & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name:CUNNINGHAM & ASSOCIATES, INC.
Employer identification number (EIN):341180505
NAIC Classification:541330
NAIC Description:Engineering Services

Additional information about CUNNINGHAM & ASSOCIATES, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1976-01-05
Company Identification Number: 475678
Legal Registered Office Address: 203 W LIBERTY ST
-
MEDINA
United States of America (USA)
44256

More information about CUNNINGHAM & ASSOCIATES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CUNNINGHAM & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-04-01ANTHONY WARREN2023-10-27
0012021-04-01
0012020-04-01
0012019-04-01
0012018-04-01DANIEL CUNNINGHAM DANIEL CUNNINGHAM2019-07-25
0012017-04-01DANIEL CUNNINGHAM
0012016-04-01DANIEL CUNNINGHAM
0012015-04-01DANIEL CUNNINGHAM
0012014-04-01DANIEL CUNNINGHAM
0012013-04-01DANIEL CUNNINGHAM
0012012-04-01DANIEL CUNNINGHAM
0012011-04-01DANIEL CUNNINGHAM
0012009-04-01DANIEL CUNNINGHAM

Plan Statistics for CUNNINGHAM & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for CUNNINGHAM & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST

Measure Date Value
2021: CUNNINGHAM & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-04-019
Total number of active participants reported on line 7a of the Form 55002021-04-019
Number of retired or separated participants receiving benefits2021-04-010
Number of other retired or separated participants entitled to future benefits2021-04-012
Total of all active and inactive participants2021-04-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-04-010
Total participants2021-04-0111
Number of participants with account balances2021-04-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-04-010
2020: CUNNINGHAM & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-04-019
Total number of active participants reported on line 7a of the Form 55002020-04-018
Number of retired or separated participants receiving benefits2020-04-010
Number of other retired or separated participants entitled to future benefits2020-04-011
Total of all active and inactive participants2020-04-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-04-010
Total participants2020-04-019
Number of participants with account balances2020-04-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-04-010
2019: CUNNINGHAM & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-04-019
Total number of active participants reported on line 7a of the Form 55002019-04-018
Number of retired or separated participants receiving benefits2019-04-010
Number of other retired or separated participants entitled to future benefits2019-04-010
Total of all active and inactive participants2019-04-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-04-011
Total participants2019-04-019
Number of participants with account balances2019-04-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-04-019
2018: CUNNINGHAM & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-04-018
Total number of active participants reported on line 7a of the Form 55002018-04-017
Number of retired or separated participants receiving benefits2018-04-010
Number of other retired or separated participants entitled to future benefits2018-04-010
Total of all active and inactive participants2018-04-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-04-011
Total participants2018-04-018
Number of participants with account balances2018-04-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-04-010
2017: CUNNINGHAM & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-04-018
Total number of active participants reported on line 7a of the Form 55002017-04-017
Number of retired or separated participants receiving benefits2017-04-010
Number of other retired or separated participants entitled to future benefits2017-04-011
Total of all active and inactive participants2017-04-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-04-010
Total participants2017-04-018
Number of participants with account balances2017-04-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-04-010
2016: CUNNINGHAM & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-04-018
Total number of active participants reported on line 7a of the Form 55002016-04-018
Number of retired or separated participants receiving benefits2016-04-010
Number of other retired or separated participants entitled to future benefits2016-04-010
Total of all active and inactive participants2016-04-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-04-010
Total participants2016-04-018
Number of participants with account balances2016-04-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-04-010
2015: CUNNINGHAM & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-04-018
Total number of active participants reported on line 7a of the Form 55002015-04-018
Number of retired or separated participants receiving benefits2015-04-010
Number of other retired or separated participants entitled to future benefits2015-04-010
Total of all active and inactive participants2015-04-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-04-010
Total participants2015-04-018
Number of participants with account balances2015-04-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-04-010
2014: CUNNINGHAM & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-04-018
Total number of active participants reported on line 7a of the Form 55002014-04-018
Number of retired or separated participants receiving benefits2014-04-010
Number of other retired or separated participants entitled to future benefits2014-04-010
Total of all active and inactive participants2014-04-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-04-010
Total participants2014-04-018
Number of participants with account balances2014-04-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-04-010
2013: CUNNINGHAM & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-04-019
Total number of active participants reported on line 7a of the Form 55002013-04-018
Number of retired or separated participants receiving benefits2013-04-010
Number of other retired or separated participants entitled to future benefits2013-04-010
Total of all active and inactive participants2013-04-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-04-010
Total participants2013-04-018
Number of participants with account balances2013-04-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-04-010
2012: CUNNINGHAM & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-04-019
Total number of active participants reported on line 7a of the Form 55002012-04-018
Number of retired or separated participants receiving benefits2012-04-010
Number of other retired or separated participants entitled to future benefits2012-04-011
Total of all active and inactive participants2012-04-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-04-010
Total participants2012-04-019
Number of participants with account balances2012-04-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-04-010
2011: CUNNINGHAM & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-04-0112
Total number of active participants reported on line 7a of the Form 55002011-04-018
Number of retired or separated participants receiving benefits2011-04-010
Number of other retired or separated participants entitled to future benefits2011-04-011
Total of all active and inactive participants2011-04-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-04-010
Total participants2011-04-019
Number of participants with account balances2011-04-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-04-010
2009: CUNNINGHAM & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-04-0113
Total number of active participants reported on line 7a of the Form 55002009-04-0110
Number of retired or separated participants receiving benefits2009-04-012
Number of other retired or separated participants entitled to future benefits2009-04-011
Total of all active and inactive participants2009-04-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-04-010
Total participants2009-04-0113
Number of participants with account balances2009-04-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-04-010

Financial Data on CUNNINGHAM & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST

Measure Date Value
2022 : CUNNINGHAM & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total plan liabilities at end of year2022-03-31$0
Total plan liabilities at beginning of year2022-03-31$0
Total income from all sources2022-03-31$174,387
Expenses. Total of all expenses incurred2022-03-31$71,475
Benefits paid (including direct rollovers)2022-03-31$52,000
Total plan assets at end of year2022-03-31$3,087,961
Total plan assets at beginning of year2022-03-31$2,985,049
Value of fidelity bond covering the plan2022-03-31$100,000
Total contributions received or receivable from participants2022-03-31$53,715
Other income received2022-03-31$94,046
Net income (gross income less expenses)2022-03-31$102,912
Net plan assets at end of year (total assets less liabilities)2022-03-31$3,087,961
Net plan assets at beginning of year (total assets less liabilities)2022-03-31$2,985,049
Assets. Value of participant loans2022-03-31$11,788
Assets. Value of real-estate (other than employer real property)2022-03-31$0
Total contributions received or receivable from employer(s)2022-03-31$26,626
Expenses. Administrative service providers (salaries,fees and commissions)2022-03-31$19,475
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-03-31$0
2021 : CUNNINGHAM & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2021 401k financial data
Total plan liabilities at end of year2021-03-31$0
Total plan liabilities at beginning of year2021-03-31$2,175
Total income from all sources2021-03-31$984,748
Expenses. Total of all expenses incurred2021-03-31$353,919
Benefits paid (including direct rollovers)2021-03-31$340,000
Total plan assets at end of year2021-03-31$2,985,049
Total plan assets at beginning of year2021-03-31$2,356,395
Value of fidelity bond covering the plan2021-03-31$100,000
Total contributions received or receivable from participants2021-03-31$56,848
Other income received2021-03-31$900,532
Net income (gross income less expenses)2021-03-31$630,829
Net plan assets at end of year (total assets less liabilities)2021-03-31$2,985,049
Net plan assets at beginning of year (total assets less liabilities)2021-03-31$2,354,220
Assets. Value of participant loans2021-03-31$14,852
Assets. Value of real-estate (other than employer real property)2021-03-31$187,000
Total contributions received or receivable from employer(s)2021-03-31$27,368
Value of certain deemed distributions of participant loans2021-03-31$13,919
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-03-31$0
2020 : CUNNINGHAM & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2020 401k financial data
Total plan liabilities at end of year2020-03-31$2,175
Total plan liabilities at beginning of year2020-03-31$2,175
Total income from all sources2020-03-31$-108,843
Expenses. Total of all expenses incurred2020-03-31$20,000
Benefits paid (including direct rollovers)2020-03-31$20,000
Total plan assets at end of year2020-03-31$2,356,395
Total plan assets at beginning of year2020-03-31$2,485,238
Value of fidelity bond covering the plan2020-03-31$100,000
Total contributions received or receivable from participants2020-03-31$61,369
Other income received2020-03-31$-196,153
Net income (gross income less expenses)2020-03-31$-128,843
Net plan assets at end of year (total assets less liabilities)2020-03-31$2,354,220
Net plan assets at beginning of year (total assets less liabilities)2020-03-31$2,483,063
Assets. Value of participant loans2020-03-31$6,203
Total contributions received or receivable from employer(s)2020-03-31$25,941
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-03-31$0
2019 : CUNNINGHAM & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2019 401k financial data
Total plan liabilities at end of year2019-03-31$2,175
Total plan liabilities at beginning of year2019-03-31$1,050
Total income from all sources2019-03-31$151,333
Expenses. Total of all expenses incurred2019-03-31$233,965
Benefits paid (including direct rollovers)2019-03-31$233,965
Total plan assets at end of year2019-03-31$2,485,238
Total plan assets at beginning of year2019-03-31$2,566,745
Value of fidelity bond covering the plan2019-03-31$100,000
Total contributions received or receivable from participants2019-03-31$29,915
Other income received2019-03-31$107,227
Net income (gross income less expenses)2019-03-31$-82,632
Net plan assets at end of year (total assets less liabilities)2019-03-31$2,483,063
Net plan assets at beginning of year (total assets less liabilities)2019-03-31$2,565,695
Assets. Value of participant loans2019-03-31$8,537
Total contributions received or receivable from employer(s)2019-03-31$14,191
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-03-31$0
2018 : CUNNINGHAM & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2018 401k financial data
Total plan liabilities at end of year2018-03-31$1,050
Total plan liabilities at beginning of year2018-03-31$1,925
Total income from all sources2018-03-31$265,722
Expenses. Total of all expenses incurred2018-03-31$0
Total plan assets at end of year2018-03-31$2,566,745
Total plan assets at beginning of year2018-03-31$2,301,898
Value of fidelity bond covering the plan2018-03-31$100,000
Total contributions received or receivable from participants2018-03-31$45,831
Other income received2018-03-31$198,513
Net income (gross income less expenses)2018-03-31$265,722
Net plan assets at end of year (total assets less liabilities)2018-03-31$2,565,695
Net plan assets at beginning of year (total assets less liabilities)2018-03-31$2,299,973
Assets. Value of participant loans2018-03-31$4,332
Total contributions received or receivable from employer(s)2018-03-31$21,378
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-03-31$0
2017 : CUNNINGHAM & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2017 401k financial data
Transfers to/from the plan2017-03-31$0
Total plan liabilities at end of year2017-03-31$1,925
Total plan liabilities at beginning of year2017-03-31$2,150
Total income from all sources2017-03-31$312,058
Expenses. Total of all expenses incurred2017-03-31$16,347
Benefits paid (including direct rollovers)2017-03-31$16,347
Total plan assets at end of year2017-03-31$2,301,898
Total plan assets at beginning of year2017-03-31$2,006,412
Value of fidelity bond covering the plan2017-03-31$100,000
Total contributions received or receivable from participants2017-03-31$54,591
Other income received2017-03-31$238,194
Net income (gross income less expenses)2017-03-31$295,711
Net plan assets at end of year (total assets less liabilities)2017-03-31$2,299,973
Net plan assets at beginning of year (total assets less liabilities)2017-03-31$2,004,262
Assets. Value of participant loans2017-03-31$5,455
Total contributions received or receivable from employer(s)2017-03-31$19,273
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-03-31$0
2016 : CUNNINGHAM & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2016 401k financial data
Transfers to/from the plan2016-03-31$0
Total plan liabilities at end of year2016-03-31$2,150
Total plan liabilities at beginning of year2016-03-31$2,050
Total income from all sources2016-03-31$11,933
Expenses. Total of all expenses incurred2016-03-31$17,347
Benefits paid (including direct rollovers)2016-03-31$17,347
Total plan assets at end of year2016-03-31$2,006,412
Total plan assets at beginning of year2016-03-31$2,011,726
Value of fidelity bond covering the plan2016-03-31$100,000
Total contributions received or receivable from participants2016-03-31$37,388
Other income received2016-03-31$-42,194
Net income (gross income less expenses)2016-03-31$-5,414
Net plan assets at end of year (total assets less liabilities)2016-03-31$2,004,262
Net plan assets at beginning of year (total assets less liabilities)2016-03-31$2,009,676
Assets. Value of participant loans2016-03-31$14,579
Total contributions received or receivable from employer(s)2016-03-31$16,739
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-03-31$0
2015 : CUNNINGHAM & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2015 401k financial data
Transfers to/from the plan2015-03-31$0
Total plan liabilities at end of year2015-03-31$2,050
Total plan liabilities at beginning of year2015-03-31$2,646
Total income from all sources2015-03-31$183,803
Expenses. Total of all expenses incurred2015-03-31$25,622
Benefits paid (including direct rollovers)2015-03-31$17,347
Total plan assets at end of year2015-03-31$2,011,726
Total plan assets at beginning of year2015-03-31$1,854,141
Value of fidelity bond covering the plan2015-03-31$100,000
Total contributions received or receivable from participants2015-03-31$41,488
Expenses. Other expenses not covered elsewhere2015-03-31$6,610
Other income received2015-03-31$123,190
Net income (gross income less expenses)2015-03-31$158,181
Net plan assets at end of year (total assets less liabilities)2015-03-31$2,009,676
Net plan assets at beginning of year (total assets less liabilities)2015-03-31$1,851,495
Assets. Value of participant loans2015-03-31$15,886
Total contributions received or receivable from employer(s)2015-03-31$19,125
Expenses. Administrative service providers (salaries,fees and commissions)2015-03-31$1,665
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-03-31$0
2014 : CUNNINGHAM & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2014 401k financial data
Transfers to/from the plan2014-03-31$0
Total plan liabilities at end of year2014-03-31$2,646
Total plan liabilities at beginning of year2014-03-31$0
Total income from all sources2014-03-31$259,336
Expenses. Total of all expenses incurred2014-03-31$50,276
Benefits paid (including direct rollovers)2014-03-31$43,194
Total plan assets at end of year2014-03-31$1,854,141
Total plan assets at beginning of year2014-03-31$1,642,435
Value of fidelity bond covering the plan2014-03-31$100,000
Total contributions received or receivable from participants2014-03-31$29,608
Expenses. Other expenses not covered elsewhere2014-03-31$7,082
Other income received2014-03-31$219,638
Net income (gross income less expenses)2014-03-31$209,060
Net plan assets at end of year (total assets less liabilities)2014-03-31$1,851,495
Net plan assets at beginning of year (total assets less liabilities)2014-03-31$1,642,435
Assets. Value of participant loans2014-03-31$15,743
Total contributions received or receivable from employer(s)2014-03-31$10,090
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-03-31$0
2013 : CUNNINGHAM & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2013 401k financial data
Transfers to/from the plan2013-03-31$0
Total plan liabilities at end of year2013-03-31$0
Total plan liabilities at beginning of year2013-03-31$0
Total income from all sources2013-03-31$163,959
Expenses. Total of all expenses incurred2013-03-31$15,057
Benefits paid (including direct rollovers)2013-03-31$7,694
Total plan assets at end of year2013-03-31$1,642,435
Total plan assets at beginning of year2013-03-31$1,493,533
Value of fidelity bond covering the plan2013-03-31$100,000
Total contributions received or receivable from participants2013-03-31$19,165
Assets. Value of loans (other than to participants)2013-03-31$19,453
Expenses. Other expenses not covered elsewhere2013-03-31$7,363
Other income received2013-03-31$137,118
Net income (gross income less expenses)2013-03-31$148,902
Net plan assets at end of year (total assets less liabilities)2013-03-31$1,642,435
Net plan assets at beginning of year (total assets less liabilities)2013-03-31$1,493,533
Total contributions received or receivable from employer(s)2013-03-31$7,676
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-03-31$0
2012 : CUNNINGHAM & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2012 401k financial data
Transfers to/from the plan2012-03-31$0
Total plan liabilities at end of year2012-03-31$0
Total plan liabilities at beginning of year2012-03-31$0
Total income from all sources2012-03-31$53,414
Expenses. Total of all expenses incurred2012-03-31$16,479
Benefits paid (including direct rollovers)2012-03-31$7,196
Total plan assets at end of year2012-03-31$1,493,533
Total plan assets at beginning of year2012-03-31$1,456,598
Value of fidelity bond covering the plan2012-03-31$100,000
Total contributions received or receivable from participants2012-03-31$7,553
Assets. Value of loans (other than to participants)2012-03-31$5,428
Expenses. Other expenses not covered elsewhere2012-03-31$7,463
Other income received2012-03-31$40,077
Net income (gross income less expenses)2012-03-31$36,935
Net plan assets at end of year (total assets less liabilities)2012-03-31$1,493,533
Net plan assets at beginning of year (total assets less liabilities)2012-03-31$1,456,598
Total contributions received or receivable from employer(s)2012-03-31$5,784
Expenses. Administrative service providers (salaries,fees and commissions)2012-03-31$1,820
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-03-31$0
2011 : CUNNINGHAM & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2011 401k financial data
Transfers to/from the plan2011-03-31$0
Total plan liabilities at end of year2011-03-31$0
Total plan liabilities at beginning of year2011-03-31$0
Total income from all sources2011-03-31$144,139
Expenses. Total of all expenses incurred2011-03-31$26,882
Benefits paid (including direct rollovers)2011-03-31$21,162
Total plan assets at end of year2011-03-31$1,456,598
Total plan assets at beginning of year2011-03-31$1,339,341
Value of fidelity bond covering the plan2011-03-31$100,000
Total contributions received or receivable from participants2011-03-31$6,423
Assets. Value of loans (other than to participants)2011-03-31$5,428
Expenses. Other expenses not covered elsewhere2011-03-31$5,720
Other income received2011-03-31$132,399
Net income (gross income less expenses)2011-03-31$117,257
Net plan assets at end of year (total assets less liabilities)2011-03-31$1,456,598
Net plan assets at beginning of year (total assets less liabilities)2011-03-31$1,339,341
Total contributions received or receivable from employer(s)2011-03-31$5,317
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-03-31$0
2010 : CUNNINGHAM & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-03-31$0

Form 5500 Responses for CUNNINGHAM & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST

2021: CUNNINGHAM & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2021 form 5500 responses
2021-04-01Type of plan entitySingle employer plan
2021-04-01Submission has been amendedNo
2021-04-01This submission is the final filingNo
2021-04-01This return/report is a short plan year return/report (less than 12 months)No
2021-04-01Plan is a collectively bargained planNo
2021-04-01Plan funding arrangement – InsuranceYes
2021-04-01Plan funding arrangement – TrustYes
2021-04-01Plan benefit arrangement – InsuranceYes
2021-04-01Plan benefit arrangement - TrustYes
2020: CUNNINGHAM & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2020 form 5500 responses
2020-04-01Type of plan entitySingle employer plan
2020-04-01Submission has been amendedNo
2020-04-01This submission is the final filingNo
2020-04-01This return/report is a short plan year return/report (less than 12 months)No
2020-04-01Plan is a collectively bargained planNo
2020-04-01Plan funding arrangement – InsuranceYes
2020-04-01Plan funding arrangement – TrustYes
2020-04-01Plan benefit arrangement – InsuranceYes
2020-04-01Plan benefit arrangement - TrustYes
2019: CUNNINGHAM & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-04-01Type of plan entitySingle employer plan
2019-04-01Submission has been amendedNo
2019-04-01This submission is the final filingNo
2019-04-01This return/report is a short plan year return/report (less than 12 months)No
2019-04-01Plan is a collectively bargained planNo
2019-04-01Plan funding arrangement – InsuranceYes
2019-04-01Plan funding arrangement – TrustYes
2019-04-01Plan benefit arrangement – InsuranceYes
2019-04-01Plan benefit arrangement - TrustYes
2018: CUNNINGHAM & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-04-01Type of plan entitySingle employer plan
2018-04-01Submission has been amendedNo
2018-04-01This submission is the final filingNo
2018-04-01This return/report is a short plan year return/report (less than 12 months)No
2018-04-01Plan is a collectively bargained planNo
2018-04-01Plan funding arrangement – InsuranceYes
2018-04-01Plan funding arrangement – TrustYes
2018-04-01Plan benefit arrangement – InsuranceYes
2018-04-01Plan benefit arrangement - TrustYes
2017: CUNNINGHAM & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-04-01Type of plan entitySingle employer plan
2017-04-01Submission has been amendedNo
2017-04-01This submission is the final filingNo
2017-04-01This return/report is a short plan year return/report (less than 12 months)No
2017-04-01Plan is a collectively bargained planNo
2017-04-01Plan funding arrangement – InsuranceYes
2017-04-01Plan funding arrangement – TrustYes
2017-04-01Plan benefit arrangement – InsuranceYes
2017-04-01Plan benefit arrangement - TrustYes
2016: CUNNINGHAM & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-04-01Type of plan entitySingle employer plan
2016-04-01Submission has been amendedNo
2016-04-01This submission is the final filingNo
2016-04-01This return/report is a short plan year return/report (less than 12 months)No
2016-04-01Plan is a collectively bargained planNo
2016-04-01Plan funding arrangement – InsuranceYes
2016-04-01Plan funding arrangement – TrustYes
2016-04-01Plan benefit arrangement – InsuranceYes
2016-04-01Plan benefit arrangement - TrustYes
2015: CUNNINGHAM & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-04-01Type of plan entitySingle employer plan
2015-04-01Submission has been amendedNo
2015-04-01This submission is the final filingNo
2015-04-01This return/report is a short plan year return/report (less than 12 months)No
2015-04-01Plan is a collectively bargained planNo
2015-04-01Plan funding arrangement – InsuranceYes
2015-04-01Plan funding arrangement – TrustYes
2015-04-01Plan benefit arrangement – InsuranceYes
2015-04-01Plan benefit arrangement - TrustYes
2014: CUNNINGHAM & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01Submission has been amendedNo
2014-04-01This submission is the final filingNo
2014-04-01This return/report is a short plan year return/report (less than 12 months)No
2014-04-01Plan is a collectively bargained planNo
2014-04-01Plan funding arrangement – InsuranceYes
2014-04-01Plan funding arrangement – TrustYes
2014-04-01Plan benefit arrangement – InsuranceYes
2014-04-01Plan benefit arrangement - TrustYes
2013: CUNNINGHAM & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01Submission has been amendedNo
2013-04-01This submission is the final filingNo
2013-04-01This return/report is a short plan year return/report (less than 12 months)No
2013-04-01Plan is a collectively bargained planNo
2013-04-01Plan funding arrangement – InsuranceYes
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan benefit arrangement – InsuranceYes
2013-04-01Plan benefit arrangement - TrustYes
2012: CUNNINGHAM & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01Submission has been amendedNo
2012-04-01This submission is the final filingNo
2012-04-01This return/report is a short plan year return/report (less than 12 months)No
2012-04-01Plan is a collectively bargained planNo
2012-04-01Plan funding arrangement – InsuranceYes
2012-04-01Plan funding arrangement – TrustYes
2012-04-01Plan benefit arrangement – InsuranceYes
2012-04-01Plan benefit arrangement - TrustYes
2011: CUNNINGHAM & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01Submission has been amendedNo
2011-04-01This submission is the final filingNo
2011-04-01This return/report is a short plan year return/report (less than 12 months)No
2011-04-01Plan is a collectively bargained planNo
2011-04-01Plan funding arrangement – InsuranceYes
2011-04-01Plan funding arrangement – TrustYes
2011-04-01Plan benefit arrangement – InsuranceYes
2011-04-01Plan benefit arrangement - TrustYes
2009: CUNNINGHAM & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-04-01Type of plan entitySingle employer plan
2009-04-01Submission has been amendedNo
2009-04-01This submission is the final filingNo
2009-04-01This return/report is a short plan year return/report (less than 12 months)No
2009-04-01Plan is a collectively bargained planNo
2009-04-01Plan funding arrangement – InsuranceYes
2009-04-01Plan funding arrangement – TrustYes
2009-04-01Plan benefit arrangement – InsuranceYes
2009-04-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number18211
Policy instance 1
Insurance contract or identification number18211
Number of Individuals Covered12
Insurance policy start date2021-04-01
Insurance policy end date2022-03-31
Total amount of commissions paid to insurance brokerUSD $12,504
Total amount of fees paid to insurance companyUSD $1,465
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
Commission paid to Insurance BrokerUSD $12,504
Insurance broker organization code?7
Amount paid for insurance broker fees1465
Additional information about fees paid to insurance brokerTPA FEES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number18211
Policy instance 1
Insurance contract or identification number18211
Number of Individuals Covered9
Insurance policy start date2020-04-01
Insurance policy end date2021-03-31
Total amount of commissions paid to insurance brokerUSD $8,589
Total amount of fees paid to insurance companyUSD $1,148
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
Commission paid to Insurance BrokerUSD $8,589
Insurance broker organization code?7
Amount paid for insurance broker fees1148
Additional information about fees paid to insurance brokerTPA FEES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number18211
Policy instance 1
Insurance contract or identification number18211
Number of Individuals Covered8
Insurance policy start date2019-04-01
Insurance policy end date2020-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5,919
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?Yes
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
Other information about contractGUARANTEED INTEREST
Amount paid for insurance broker fees5919
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number18211
Policy instance 1
Insurance contract or identification number18211
Number of Individuals Covered8
Insurance policy start date2018-04-01
Insurance policy end date2019-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5,919
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?Yes
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
Other information about contractGUARANTEED INTEREST
Amount paid for insurance broker fees5919
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number18211
Policy instance 1
Insurance contract or identification number18211
Number of Individuals Covered8
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,418
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?Yes
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
Other information about contractGUARANTEED INTEREST
Amount paid for insurance broker fees4418
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
Insurance broker nameCETERA ADVISOR NETWORKS LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number18211
Policy instance 1
Insurance contract or identification number18211
Number of Individuals Covered6
Insurance policy start date2015-04-01
Insurance policy end date2016-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,774
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
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
Other information about contractGUARANTEED INTEREST
Amount paid for insurance broker fees3774
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
Insurance broker nameCETERA ADVISOR NETWORKS LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number18211
Policy instance 1
Insurance contract or identification number18211
Number of Individuals Covered6
Insurance policy start date2014-04-01
Insurance policy end date2015-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,549
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
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
Other information about contractGUARANTEED INTEREST
Amount paid for insurance broker fees3549
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
Insurance broker nameCETERA ADVISOR NETWORKS LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number18211
Policy instance 1
Insurance contract or identification number18211
Number of Individuals Covered10
Insurance policy start date2013-04-01
Insurance policy end date2014-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,852
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
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
Other information about contractGUARANTEED INTEREST
Amount paid for insurance broker fees2852
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
Insurance broker nameCETERA ADVISOR NETWORKS LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number18211
Policy instance 1
Insurance contract or identification number18211
Number of Individuals Covered11
Insurance policy start date2012-04-01
Insurance policy end date2013-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,533
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
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
Other information about contractGUARANTEED INTEREST
Amount paid for insurance broker fees2533
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
Insurance broker nameWALNUT STREET SECURITIES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number18211
Policy instance 1
Insurance contract or identification number18211
Number of Individuals Covered11
Insurance policy start date2011-04-01
Insurance policy end date2012-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,375
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
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
Other information about contractGUARANTEED INTEREST
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number18211
Policy instance 1
Insurance contract or identification number18211
Number of Individuals Covered11
Insurance policy start date2010-04-01
Insurance policy end date2011-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,010
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
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
Other information about contractGUARANTEED INTEREST
Amount paid for insurance broker fees2010
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
Insurance broker nameWALNUT STREET SECURITIES

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