MOERKE DISPLAY & MANUFACTURING COMPANY, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MOERKE DISPLAY & MANUFACTURING COMPANY, INC. 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for MOERKE DISPLAY & MANUFACTURING COMPANY, INC. 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2019: MOERKE DISPLAY & MANUFACTURING COMPANY, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 24 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 23 |
| 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 | 3 |
| Total of all active and inactive participants | 2019-01-01 | 26 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 26 |
| Number of participants with account balances | 2019-01-01 | 24 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 1 |
| 2018: MOERKE DISPLAY & MANUFACTURING COMPANY, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 23 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 20 |
| 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 | 24 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 24 |
| Number of participants with account balances | 2018-01-01 | 23 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: MOERKE DISPLAY & MANUFACTURING COMPANY, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 26 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 19 |
| 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 | 4 |
| Total of all active and inactive participants | 2017-01-01 | 23 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 23 |
| Number of participants with account balances | 2017-01-01 | 21 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 1 |
| 2016: MOERKE DISPLAY & MANUFACTURING COMPANY, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 26 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 23 |
| 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 | 3 |
| Total of all active and inactive participants | 2016-01-01 | 26 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 26 |
| Number of participants with account balances | 2016-01-01 | 24 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 1 |
| 2015: MOERKE DISPLAY & MANUFACTURING COMPANY, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership |
|---|
| 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 | 22 |
| 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 | 26 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 26 |
| Number of participants with account balances | 2015-01-01 | 26 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: MOERKE DISPLAY & MANUFACTURING COMPANY, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 26 |
| 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 | 27 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: MOERKE DISPLAY & MANUFACTURING COMPANY, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 25 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 25 |
| 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 | 1 |
| Total of all active and inactive participants | 2013-01-01 | 26 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 26 |
| Number of participants with account balances | 2013-01-01 | 26 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: MOERKE DISPLAY & MANUFACTURING COMPANY, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 41 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 24 |
| 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 | 1 |
| Total of all active and inactive participants | 2012-01-01 | 25 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 25 |
| Number of participants with account balances | 2012-01-01 | 25 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2019 : MOERKE DISPLAY & MANUFACTURING COMPANY, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $315,613 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $17,302 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $16,975 |
| Total plan assets at end of year | 2019-12-31 | $1,804,909 |
| Total plan assets at beginning of year | 2019-12-31 | $1,506,598 |
| Value of fidelity bond covering the plan | 2019-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $50,659 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $21,312 |
| Other income received | 2019-12-31 | $243,642 |
| Net income (gross income less expenses) | 2019-12-31 | $298,311 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,804,909 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,506,598 |
| Assets. Value of participant loans | 2019-12-31 | $2,718 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $327 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : MOERKE DISPLAY & MANUFACTURING COMPANY, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-56,509 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $57,240 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $56,846 |
| Total plan assets at end of year | 2018-12-31 | $1,506,598 |
| Total plan assets at beginning of year | 2018-12-31 | $1,620,347 |
| Value of fidelity bond covering the plan | 2018-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $42,096 |
| Other income received | 2018-12-31 | $-98,605 |
| Net income (gross income less expenses) | 2018-12-31 | $-113,749 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,506,598 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,620,347 |
| Assets. Value of participant loans | 2018-12-31 | $6,252 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $394 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : MOERKE DISPLAY & MANUFACTURING COMPANY, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $275,685 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $209,166 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $208,700 |
| Total plan assets at end of year | 2017-12-31 | $1,620,347 |
| Total plan assets at beginning of year | 2017-12-31 | $1,553,828 |
| Value of fidelity bond covering the plan | 2017-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $40,446 |
| Other income received | 2017-12-31 | $160,111 |
| Net income (gross income less expenses) | 2017-12-31 | $66,519 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,620,347 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,553,828 |
| Assets. Value of participant loans | 2017-12-31 | $7,316 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $75,128 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $466 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : MOERKE DISPLAY & MANUFACTURING COMPANY, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $152,698 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $5,140 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $4,869 |
| Total plan assets at end of year | 2016-12-31 | $1,553,828 |
| Total plan assets at beginning of year | 2016-12-31 | $1,406,270 |
| Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $41,913 |
| Other income received | 2016-12-31 | $80,785 |
| Net income (gross income less expenses) | 2016-12-31 | $147,558 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,553,828 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,406,270 |
| Assets. Value of participant loans | 2016-12-31 | $12,342 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $30,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $271 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : MOERKE DISPLAY & MANUFACTURING COMPANY, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $36,095 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $1,520 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $1,262 |
| Total plan assets at end of year | 2015-12-31 | $1,406,270 |
| Total plan assets at beginning of year | 2015-12-31 | $1,371,695 |
| Value of fidelity bond covering the plan | 2015-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $38,824 |
| Other income received | 2015-12-31 | $-32,729 |
| Net income (gross income less expenses) | 2015-12-31 | $34,575 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,406,270 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,371,695 |
| Assets. Value of participant loans | 2015-12-31 | $14,418 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $30,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $258 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : MOERKE DISPLAY & MANUFACTURING COMPANY, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $121,213 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $1,275 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $1,120 |
| Total plan assets at end of year | 2014-12-31 | $1,371,695 |
| Total plan assets at beginning of year | 2014-12-31 | $1,251,757 |
| Value of fidelity bond covering the plan | 2014-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $39,197 |
| Other income received | 2014-12-31 | $52,016 |
| Net income (gross income less expenses) | 2014-12-31 | $119,938 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,371,695 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,251,757 |
| Assets. Value of participant loans | 2014-12-31 | $3,675 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $30,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $155 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : MOERKE DISPLAY & MANUFACTURING COMPANY, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2013-12-31 | $1,709 |
| Total income from all sources | 2013-12-31 | $187,466 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $6,986 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $6,902 |
| Total plan assets at end of year | 2013-12-31 | $1,251,757 |
| Total plan assets at beginning of year | 2013-12-31 | $1,072,986 |
| Value of fidelity bond covering the plan | 2013-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $46,718 |
| Other income received | 2013-12-31 | $110,748 |
| Net income (gross income less expenses) | 2013-12-31 | $180,480 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,251,757 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,071,277 |
| Assets. Value of participant loans | 2013-12-31 | $241 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $30,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $84 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : MOERKE DISPLAY & MANUFACTURING COMPANY, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-12-31 | $1,709 |
| Total income from all sources | 2012-12-31 | $177,431 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $612,621 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $605,088 |
| Total plan assets at end of year | 2012-12-31 | $1,022,986 |
| Total plan assets at beginning of year | 2012-12-31 | $1,456,467 |
| Value of fidelity bond covering the plan | 2012-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $46,340 |
| Other income received | 2012-12-31 | $81,091 |
| Net income (gross income less expenses) | 2012-12-31 | $-435,190 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,021,277 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,456,467 |
| Assets. Value of participant loans | 2012-12-31 | $1,028 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $50,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $7,533 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2019: MOERKE DISPLAY & MANUFACTURING COMPANY, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: MOERKE DISPLAY & MANUFACTURING COMPANY, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: MOERKE DISPLAY & MANUFACTURING COMPANY, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: MOERKE DISPLAY & MANUFACTURING COMPANY, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: MOERKE DISPLAY & MANUFACTURING COMPANY, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: MOERKE DISPLAY & MANUFACTURING COMPANY, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: MOERKE DISPLAY & MANUFACTURING COMPANY, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 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 funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: MOERKE DISPLAY & MANUFACTURING COMPANY, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | Yes |
| 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 funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 106350 |
| Policy instance | 1 |
| Insurance contract or identification number | 106350 | | Number of Individuals Covered | 23 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $12,448 | | Total amount of fees paid to insurance company | USD $2,705 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $12,448 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | COMMISSIONS | | Insurance broker organization code? | 7 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 106350 |
| Policy instance | 1 |
| Insurance contract or identification number | 106350 | | Number of Individuals Covered | 23 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $11,724 | | Total amount of fees paid to insurance company | USD $2,607 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $11,724 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | COMMISSIONS | | Insurance broker organization code? | 7 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 106350 |
| Policy instance | 1 |
| Insurance contract or identification number | 106350 | | Number of Individuals Covered | 21 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $11,980 | | Total amount of fees paid to insurance company | USD $2,719 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $11,980 | | Insurance broker organization code? | 7 | | Amount paid for insurance broker fees | 2719 | | Additional information about fees paid to insurance broker | TPA FEES AND COMPENSATION | | Insurance broker name | PPG RETIREMENT PLAN SERVICES, LTD. |
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| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 106350 |
| Policy instance | 1 |
| Insurance contract or identification number | 106350 | | Number of Individuals Covered | 26 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $10,156 | | Total amount of fees paid to insurance company | USD $2,267 | | 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? | 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 $10,156 | | Insurance broker organization code? | 7 | | Amount paid for insurance broker fees | 2267 | | Additional information about fees paid to insurance broker | TPA FEES AND COMPENSATION | | Insurance broker name | PPG RETIREMENT PLAN SERVICES, LTD. |
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| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 106350 |
| Policy instance | 1 |
| Insurance contract or identification number | 106350 | | Number of Individuals Covered | 27 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $9,562 | | Total amount of fees paid to insurance company | USD $2,080 | | 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? | 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 $9,562 | | Insurance broker organization code? | 7 | | Amount paid for insurance broker fees | 2080 | | Additional information about fees paid to insurance broker | TPA FEES AND COMPENSATION | | Welfare Benefit Premiums Paid to Carrier | USD $850,771 | | Insurance broker name | PPG RETIREMENT PLAN SERVICES, LTD. |
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| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 106350 |
| Policy instance | 1 |
| Insurance contract or identification number | 106350 | | Number of Individuals Covered | 26 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $8,196 | | Total amount of fees paid to insurance company | USD $1,925 | | 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? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $8,196 | | Insurance broker organization code? | 7 | | Amount paid for insurance broker fees | 1925 | | Additional information about fees paid to insurance broker | TPA FEES AND COMPENSATION | | Insurance broker name | PPG RETIREMENT PLAN SERVICES, LTD. |
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| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 106350 |
| Policy instance | 1 |
| Insurance contract or identification number | 106350 | | Number of Individuals Covered | 25 | | Insurance policy start date | 2012-06-22 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $2,527 | | Total amount of fees paid to insurance company | USD $3,030 | | 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? | 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 | | Amount paid for insurance broker fees | 3030 | | Additional information about fees paid to insurance broker | TPA FEES AND COMPENSATION | | Insurance broker organization code? | 5 | | Commission paid to Insurance Broker | USD $2,527 | | Insurance broker name | WELLS FARGO ADVISORS INS AGENCY LLC |
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