ALPENA AGENCY, INC has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2022: ALPENA AGENCY 401(K) PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 28 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 30 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 9 |
Total of all active and inactive participants | 2022-01-01 | 39 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 39 |
Number of participants with account balances | 2022-01-01 | 39 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: ALPENA AGENCY 401(K) PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 26 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 29 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 7 |
Total of all active and inactive participants | 2021-01-01 | 36 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 36 |
Number of participants with account balances | 2021-01-01 | 35 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: ALPENA AGENCY 401(K) PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 32 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 31 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 8 |
Total of all active and inactive participants | 2020-01-01 | 39 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 39 |
Number of participants with account balances | 2020-01-01 | 34 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 1 |
2019: ALPENA AGENCY 401(K) PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 29 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 26 |
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 | 5 |
Total of all active and inactive participants | 2019-01-01 | 31 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 31 |
Number of participants with account balances | 2019-01-01 | 31 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: ALPENA AGENCY 401(K) PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 28 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 25 |
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 | 4 |
Total of all active and inactive participants | 2018-01-01 | 29 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 29 |
Number of participants with account balances | 2018-01-01 | 29 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: ALPENA AGENCY 401(K) PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 36 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 28 |
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 | 2 |
Total of all active and inactive participants | 2017-01-01 | 30 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 30 |
Number of participants with account balances | 2017-01-01 | 28 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: ALPENA AGENCY 401(K) PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 30 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 29 |
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 | 7 |
Total of all active and inactive participants | 2016-01-01 | 36 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 36 |
Number of participants with account balances | 2016-01-01 | 31 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 1 |
2015: ALPENA AGENCY 401(K) PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 27 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 26 |
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 | 4 |
Total of all active and inactive participants | 2015-01-01 | 30 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 30 |
Number of participants with account balances | 2015-01-01 | 29 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: ALPENA AGENCY 401(K) PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 25 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 23 |
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 | 4 |
Total of all active and inactive participants | 2014-01-01 | 27 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 27 |
Number of participants with account balances | 2014-01-01 | 25 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: ALPENA AGENCY 401(K) PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 24 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 22 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 3 |
Total of all active and inactive participants | 2013-01-01 | 25 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 25 |
Number of participants with account balances | 2013-01-01 | 23 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: ALPENA AGENCY 401(K) PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 29 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 21 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 3 |
Total of all active and inactive participants | 2012-01-01 | 24 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 24 |
Number of participants with account balances | 2012-01-01 | 20 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: ALPENA AGENCY 401(K) PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 25 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 26 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 3 |
Total of all active and inactive participants | 2011-01-01 | 29 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 29 |
Number of participants with account balances | 2011-01-01 | 24 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: ALPENA AGENCY 401(K) PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 27 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 1 |
Total of all active and inactive participants | 2009-01-01 | 28 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 28 |
Number of participants with account balances | 2009-01-01 | 27 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2022 : ALPENA AGENCY 401(K) PLAN 2022 401k financial data |
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Total income from all sources | 2022-12-31 | $-443,549 |
Expenses. Total of all expenses incurred | 2022-12-31 | $1,484,106 |
Benefits paid (including direct rollovers) | 2022-12-31 | $1,469,790 |
Total plan assets at end of year | 2022-12-31 | $3,279,204 |
Total plan assets at beginning of year | 2022-12-31 | $5,206,859 |
Value of fidelity bond covering the plan | 2022-12-31 | $800,000 |
Total contributions received or receivable from participants | 2022-12-31 | $253,925 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $89,396 |
Other income received | 2022-12-31 | $-966,360 |
Net income (gross income less expenses) | 2022-12-31 | $-1,927,655 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $3,279,204 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $5,206,859 |
Assets. Value of participant loans | 2022-12-31 | $29,928 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $179,490 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $13,940 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $376 |
2021 : ALPENA AGENCY 401(K) PLAN 2021 401k financial data |
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Total income from all sources | 2021-12-31 | $964,137 |
Expenses. Total of all expenses incurred | 2021-12-31 | $230,206 |
Benefits paid (including direct rollovers) | 2021-12-31 | $229,882 |
Total plan assets at end of year | 2021-12-31 | $5,206,859 |
Total plan assets at beginning of year | 2021-12-31 | $4,472,928 |
Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
Total contributions received or receivable from participants | 2021-12-31 | $206,005 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
Other income received | 2021-12-31 | $595,043 |
Net income (gross income less expenses) | 2021-12-31 | $733,931 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $5,206,859 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $4,472,928 |
Assets. Value of participant loans | 2021-12-31 | $5,663 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $163,089 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $324 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
2020 : ALPENA AGENCY 401(K) PLAN 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $992,627 |
Expenses. Total of all expenses incurred | 2020-12-31 | $30 |
Total plan assets at end of year | 2020-12-31 | $4,472,928 |
Total plan assets at beginning of year | 2020-12-31 | $3,480,331 |
Value of fidelity bond covering the plan | 2020-12-31 | $400,000 |
Total contributions received or receivable from participants | 2020-12-31 | $201,778 |
Other income received | 2020-12-31 | $658,170 |
Net income (gross income less expenses) | 2020-12-31 | $992,597 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $4,472,928 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,480,331 |
Assets. Value of participant loans | 2020-12-31 | $13,340 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $132,679 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $30 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : ALPENA AGENCY 401(K) PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $877,008 |
Expenses. Total of all expenses incurred | 2019-12-31 | $7,463 |
Benefits paid (including direct rollovers) | 2019-12-31 | $7,175 |
Total plan assets at end of year | 2019-12-31 | $3,480,331 |
Total plan assets at beginning of year | 2019-12-31 | $2,610,786 |
Value of fidelity bond covering the plan | 2019-12-31 | $400,000 |
Total contributions received or receivable from participants | 2019-12-31 | $180,660 |
Other income received | 2019-12-31 | $557,253 |
Net income (gross income less expenses) | 2019-12-31 | $869,545 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $3,480,331 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,610,786 |
Assets. Value of participant loans | 2019-12-31 | $22,247 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $139,095 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $288 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : ALPENA AGENCY 401(K) PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $166,766 |
Expenses. Total of all expenses incurred | 2018-12-31 | $0 |
Total plan assets at end of year | 2018-12-31 | $2,610,786 |
Total plan assets at beginning of year | 2018-12-31 | $2,444,020 |
Value of fidelity bond covering the plan | 2018-12-31 | $300,000 |
Total contributions received or receivable from participants | 2018-12-31 | $137,722 |
Other income received | 2018-12-31 | $-135,430 |
Net income (gross income less expenses) | 2018-12-31 | $166,766 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,610,786 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,444,020 |
Assets. Value of participant loans | 2018-12-31 | $14,425 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $164,474 |
2017 : ALPENA AGENCY 401(K) PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $496,202 |
Expenses. Total of all expenses incurred | 2017-12-31 | $79,069 |
Benefits paid (including direct rollovers) | 2017-12-31 | $73,151 |
Total plan assets at end of year | 2017-12-31 | $2,444,020 |
Total plan assets at beginning of year | 2017-12-31 | $2,026,887 |
Value of fidelity bond covering the plan | 2017-12-31 | $300,000 |
Total contributions received or receivable from participants | 2017-12-31 | $150,040 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $3,479 |
Other income received | 2017-12-31 | $290,266 |
Net income (gross income less expenses) | 2017-12-31 | $417,133 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,444,020 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,026,887 |
Assets. Value of participant loans | 2017-12-31 | $8,274 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $52,417 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $5,791 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $127 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : ALPENA AGENCY 401(K) PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $411,669 |
Expenses. Total of all expenses incurred | 2016-12-31 | $20,607 |
Benefits paid (including direct rollovers) | 2016-12-31 | $20,460 |
Total plan assets at end of year | 2016-12-31 | $2,026,887 |
Total plan assets at beginning of year | 2016-12-31 | $1,635,825 |
Value of fidelity bond covering the plan | 2016-12-31 | $200,000 |
Total contributions received or receivable from participants | 2016-12-31 | $145,940 |
Other income received | 2016-12-31 | $136,378 |
Net income (gross income less expenses) | 2016-12-31 | $391,062 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,026,887 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,635,825 |
Assets. Value of participant loans | 2016-12-31 | $19,071 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $129,351 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $147 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : ALPENA AGENCY 401(K) PLAN 2015 401k financial data |
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Transfers to/from the plan | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $175,557 |
Expenses. Total of all expenses incurred | 2015-12-31 | $38,614 |
Benefits paid (including direct rollovers) | 2015-12-31 | $36,522 |
Total plan assets at end of year | 2015-12-31 | $1,635,825 |
Total plan assets at beginning of year | 2015-12-31 | $1,498,882 |
Value of fidelity bond covering the plan | 2015-12-31 | $200,000 |
Total contributions received or receivable from participants | 2015-12-31 | $129,088 |
Other income received | 2015-12-31 | $-14,514 |
Net income (gross income less expenses) | 2015-12-31 | $136,943 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,635,825 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,498,882 |
Assets. Value of participant loans | 2015-12-31 | $17,188 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $60,983 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $2,092 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : ALPENA AGENCY 401(K) PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $227,718 |
Expenses. Total of all expenses incurred | 2014-12-31 | $4,346 |
Total plan assets at end of year | 2014-12-31 | $1,498,882 |
Total plan assets at beginning of year | 2014-12-31 | $1,275,510 |
Value of fidelity bond covering the plan | 2014-12-31 | $200,000 |
Total contributions received or receivable from participants | 2014-12-31 | $123,138 |
Other income received | 2014-12-31 | $49,340 |
Net income (gross income less expenses) | 2014-12-31 | $223,372 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,498,882 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,275,510 |
Assets. Value of participant loans | 2014-12-31 | $13,195 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $55,240 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $4,346 |
2013 : ALPENA AGENCY 401(K) PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $274,512 |
Expenses. Total of all expenses incurred | 2013-12-31 | $10,453 |
Benefits paid (including direct rollovers) | 2013-12-31 | $6,852 |
Total plan assets at end of year | 2013-12-31 | $1,275,510 |
Total plan assets at beginning of year | 2013-12-31 | $1,011,451 |
Value of fidelity bond covering the plan | 2013-12-31 | $200,000 |
Total contributions received or receivable from participants | 2013-12-31 | $113,059 |
Other income received | 2013-12-31 | $112,469 |
Net income (gross income less expenses) | 2013-12-31 | $264,059 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,275,510 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,011,451 |
Assets. Value of participant loans | 2013-12-31 | $6,532 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $48,984 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $3,601 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : ALPENA AGENCY 401(K) PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $218,828 |
Expenses. Total of all expenses incurred | 2012-12-31 | $102,753 |
Benefits paid (including direct rollovers) | 2012-12-31 | $96,408 |
Total plan assets at end of year | 2012-12-31 | $1,011,451 |
Total plan assets at beginning of year | 2012-12-31 | $895,376 |
Value of fidelity bond covering the plan | 2012-12-31 | $100,000 |
Total contributions received or receivable from participants | 2012-12-31 | $92,480 |
Other income received | 2012-12-31 | $82,597 |
Net income (gross income less expenses) | 2012-12-31 | $116,075 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,011,451 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $895,376 |
Assets. Value of participant loans | 2012-12-31 | $26,619 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $43,751 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $6,345 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : ALPENA AGENCY 401(K) PLAN 2011 401k financial data |
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Transfers to/from the plan | 2011-12-31 | $0 |
Total plan liabilities at beginning of year | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $97,640 |
Expenses. Total of all expenses incurred | 2011-12-31 | $29,272 |
Benefits paid (including direct rollovers) | 2011-12-31 | $23,117 |
Total plan assets at end of year | 2011-12-31 | $895,376 |
Total plan assets at beginning of year | 2011-12-31 | $827,008 |
Value of fidelity bond covering the plan | 2011-12-31 | $100,000 |
Total contributions received or receivable from participants | 2011-12-31 | $74,904 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $-16,202 |
Noncash contributions received | 2011-12-31 | $0 |
Net income (gross income less expenses) | 2011-12-31 | $68,368 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $895,376 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $827,008 |
Assets. Value of participant loans | 2011-12-31 | $67,604 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $38,938 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $6,155 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : ALPENA AGENCY 401(K) PLAN 2010 401k financial data |
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Transfers to/from the plan | 2010-12-31 | $0 |
Total plan liabilities at end of year | 2010-12-31 | $0 |
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $177,565 |
Expenses. Total of all expenses incurred | 2010-12-31 | $36,954 |
Benefits paid (including direct rollovers) | 2010-12-31 | $31,267 |
Total plan assets at end of year | 2010-12-31 | $827,008 |
Total plan assets at beginning of year | 2010-12-31 | $686,397 |
Value of fidelity bond covering the plan | 2010-12-31 | $100,000 |
Total contributions received or receivable from participants | 2010-12-31 | $66,383 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $73,734 |
Noncash contributions received | 2010-12-31 | $0 |
Net income (gross income less expenses) | 2010-12-31 | $140,611 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $827,008 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $686,397 |
Assets. Value of participant loans | 2010-12-31 | $104,040 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $37,448 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $5,687 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : ALPENA AGENCY 401(K) PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: ALPENA AGENCY 401(K) PLAN 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Insurance | Yes |
2022-01-01 | Plan benefit arrangement – Insurance | Yes |
2021: ALPENA AGENCY 401(K) PLAN 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Insurance | Yes |
2021-01-01 | Plan benefit arrangement – Insurance | Yes |
2020: ALPENA AGENCY 401(K) PLAN 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Insurance | Yes |
2020-01-01 | Plan benefit arrangement – Insurance | Yes |
2019: ALPENA AGENCY 401(K) PLAN 2019 form 5500 responses |
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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 benefit arrangement – Insurance | Yes |
2018: ALPENA AGENCY 401(K) PLAN 2018 form 5500 responses |
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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 benefit arrangement – Insurance | Yes |
2017: ALPENA AGENCY 401(K) PLAN 2017 form 5500 responses |
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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 benefit arrangement – Insurance | Yes |
2016: ALPENA AGENCY 401(K) PLAN 2016 form 5500 responses |
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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 benefit arrangement – Insurance | Yes |
2015: ALPENA AGENCY 401(K) PLAN 2015 form 5500 responses |
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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 benefit arrangement – Insurance | Yes |
2014: ALPENA AGENCY 401(K) PLAN 2014 form 5500 responses |
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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 benefit arrangement – Insurance | Yes |
2013: ALPENA AGENCY 401(K) PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2012: ALPENA AGENCY 401(K) PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2011: ALPENA AGENCY 401(K) PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2009: ALPENA AGENCY 401(K) PLAN 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | Yes |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | 842514 |
Policy instance | 2 |
Insurance contract or identification number | 842514 | Number of Individuals Covered | 0 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-06-30 | Total amount of commissions paid to insurance broker | USD $3,218 | Total amount of fees paid to insurance company | USD $1,254 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | Yes | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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? | Yes | 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 $3,218 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 1254 | Additional information about fees paid to insurance broker | TPA FEES |
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MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | 759037-01 |
Policy instance | 1 |
Insurance contract or identification number | 759037-01 | Number of Individuals Covered | 39 | Insurance policy start date | 2022-06-18 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | Yes | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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? | Yes | 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 |
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MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | 842514 |
Policy instance | 1 |
Insurance contract or identification number | 842514 | Number of Individuals Covered | 35 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $11,632 | Total amount of fees paid to insurance company | USD $2,326 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | Yes | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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? | Yes | 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 $11,632 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 2326 | Additional information about fees paid to insurance broker | TPA FEES |
|
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | 842514 |
Policy instance | 1 |
Insurance contract or identification number | 842514 | Number of Individuals Covered | 34 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $8,781 | Total amount of fees paid to insurance company | USD $1,753 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | Yes | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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? | Yes | 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 $8,781 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 1753 | Additional information about fees paid to insurance broker | TPA FEES |
|
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | 842514 |
Policy instance | 1 |
Insurance contract or identification number | 842514 | Number of Individuals Covered | 31 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $5,705 | Total amount of fees paid to insurance company | USD $1,477 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | Yes | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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? | Yes | 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 $5,705 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 1477 | Additional information about fees paid to insurance broker | TPA FEES |
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MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | 842514 |
Policy instance | 1 |
Insurance contract or identification number | 842514 | Number of Individuals Covered | 29 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $4,632 | Total amount of fees paid to insurance company | USD $6,000 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | Yes | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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? | Yes | 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 $4,632 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 6000 | Additional information about fees paid to insurance broker | TPA FEES |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 55639 |
Policy instance | 2 |
Insurance contract or identification number | 55639 | Number of Individuals Covered | 0 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $5,532 | Total amount of fees paid to insurance company | USD $50 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | Yes | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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? | Yes | 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 $5,532 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 50 | Additional information about fees paid to insurance broker | TPA FEES | Insurance broker name | ADMINISTRATION SPECIALISTS INC |
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MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | 842514 |
Policy instance | 1 |
Insurance contract or identification number | 842514 | Number of Individuals Covered | 28 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $24,548 | Total amount of fees paid to insurance company | USD $289 | 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? | Yes | 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 $24,548 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 289 | Additional information about fees paid to insurance broker | TPA FEES | Insurance broker name | ADMINISTRATION SPECIALISTS INC. |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 55639 |
Policy instance | 1 |
Insurance contract or identification number | 55639 | Number of Individuals Covered | 30 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $6,679 | Total amount of fees paid to insurance company | USD $112 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | Yes | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 $3,903 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 112 | Additional information about fees paid to insurance broker | TPA FEES & COMPENSATION | Insurance broker name | ADMINISTRATION SPECIALISTS INC |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 55639 |
Policy instance | 1 |
Insurance contract or identification number | 55639 | Number of Individuals Covered | 25 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $8,418 | Total amount of fees paid to insurance company | USD $689 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | Yes | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 $5,468 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 689 | Additional information about fees paid to insurance broker | TPA FEES & COMPENSATION | Insurance broker name | AMERIPRISE FINANCIAL SERVICES, INC. |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 55639 |
Policy instance | 1 |
Insurance contract or identification number | 55639 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $6,882 | Total amount of fees paid to insurance company | USD $92 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | Yes | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 $6,882 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 92 | Additional information about fees paid to insurance broker | TPA COMPENSATION | Insurance broker name | ADMINISTRATION SPECIALISTS INC |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 55639 |
Policy instance | 1 |
Insurance contract or identification number | 55639 | Number of Individuals Covered | 20 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $5,785 | Total amount of fees paid to insurance company | USD $492 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | Yes | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 $5,785 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 471 | Additional information about fees paid to insurance broker | TPA COMPENSATION | Insurance broker name | T. ROWE PRICE ASSOCIATES, INC. |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 55639 |
Policy instance | 1 |
Insurance contract or identification number | 55639 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $5,266 | Total amount of fees paid to insurance company | USD $494 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | Yes | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 55639 |
Policy instance | 1 |
Insurance contract or identification number | 55639 | Number of Individuals Covered | 25 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $4,588 | Total amount of fees paid to insurance company | USD $523 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | Yes | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 $4,588 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 523 | Additional information about fees paid to insurance broker | TPA & LOAN FEES | Insurance broker name | ADMINISTRATION SPECIALISTS INC |
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