GREENBERG ETTLIN & ASSOCIATES, P.A. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan GREENBERG, ETTLIN & ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN & TRUST
401k plan membership statisitcs for GREENBERG, ETTLIN & ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN & TRUST
Measure | Date | Value |
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2017: GREENBERG, ETTLIN & ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 0 |
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 | 0 |
Total of all active and inactive participants | 2017-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 0 |
Number of participants with account balances | 2017-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: GREENBERG, ETTLIN & ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 4 |
Total of all active and inactive participants | 2016-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 6 |
Number of participants with account balances | 2016-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 1 |
2015: GREENBERG, ETTLIN & ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 6 |
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 | 0 |
Total of all active and inactive participants | 2015-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 6 |
Number of participants with account balances | 2015-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: GREENBERG, ETTLIN & ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 6 |
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 | 0 |
Total of all active and inactive participants | 2014-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 6 |
Number of participants with account balances | 2014-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: GREENBERG, ETTLIN & ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 6 |
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 | 0 |
Total of all active and inactive participants | 2013-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 6 |
Number of participants with account balances | 2013-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: GREENBERG, ETTLIN & ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 5 |
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 | 0 |
Total of all active and inactive participants | 2012-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 5 |
Number of participants with account balances | 2012-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: GREENBERG, ETTLIN & ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 5 |
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 | 0 |
Total of all active and inactive participants | 2011-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 5 |
Number of participants with account balances | 2011-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: GREENBERG, ETTLIN & ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 1 |
Total of all active and inactive participants | 2010-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 5 |
Number of participants with account balances | 2010-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 1 |
2009: GREENBERG, ETTLIN & ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 6 |
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 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 7 |
Number of participants with account balances | 2009-01-01 | 7 |
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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2017 : GREENBERG, ETTLIN & ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2017 401k financial data |
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Total income from all sources | 2017-03-13 | $46,783 |
Expenses. Total of all expenses incurred | 2017-03-13 | $1,196,575 |
Benefits paid (including direct rollovers) | 2017-03-13 | $1,196,575 |
Total plan assets at end of year | 2017-03-13 | $0 |
Total plan assets at beginning of year | 2017-03-13 | $1,149,792 |
Value of fidelity bond covering the plan | 2017-03-13 | $105,000 |
Other income received | 2017-03-13 | $46,783 |
Net income (gross income less expenses) | 2017-03-13 | $-1,149,792 |
Net plan assets at end of year (total assets less liabilities) | 2017-03-13 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-03-13 | $1,149,792 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-03-13 | $0 |
2016 : GREENBERG, ETTLIN & ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $73,277 |
Expenses. Total of all expenses incurred | 2016-12-31 | $40,443 |
Benefits paid (including direct rollovers) | 2016-12-31 | $40,443 |
Total plan assets at end of year | 2016-12-31 | $1,149,792 |
Total plan assets at beginning of year | 2016-12-31 | $1,116,958 |
Value of fidelity bond covering the plan | 2016-12-31 | $105,000 |
Total contributions received or receivable from participants | 2016-12-31 | $25,202 |
Other income received | 2016-12-31 | $48,075 |
Net income (gross income less expenses) | 2016-12-31 | $32,834 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,149,792 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,116,958 |
2015 : GREENBERG, ETTLIN & ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $27,247 |
Expenses. Total of all expenses incurred | 2015-12-31 | $28,783 |
Benefits paid (including direct rollovers) | 2015-12-31 | $28,783 |
Total plan assets at end of year | 2015-12-31 | $1,116,958 |
Total plan assets at beginning of year | 2015-12-31 | $1,118,494 |
Value of fidelity bond covering the plan | 2015-12-31 | $75,000 |
Total contributions received or receivable from participants | 2015-12-31 | $29,831 |
Other income received | 2015-12-31 | $-14,884 |
Net income (gross income less expenses) | 2015-12-31 | $-1,536 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,116,958 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,118,494 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $12,300 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : GREENBERG, ETTLIN & ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $82,187 |
Expenses. Total of all expenses incurred | 2014-12-31 | $26,997 |
Benefits paid (including direct rollovers) | 2014-12-31 | $26,997 |
Total plan assets at end of year | 2014-12-31 | $1,118,494 |
Total plan assets at beginning of year | 2014-12-31 | $1,063,304 |
Value of fidelity bond covering the plan | 2014-12-31 | $75,000 |
Total contributions received or receivable from participants | 2014-12-31 | $29,814 |
Other income received | 2014-12-31 | $40,267 |
Net income (gross income less expenses) | 2014-12-31 | $55,190 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,118,494 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,063,304 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $12,106 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : GREENBERG, ETTLIN & ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $229,428 |
Expenses. Total of all expenses incurred | 2013-12-31 | $21,039 |
Benefits paid (including direct rollovers) | 2013-12-31 | $21,039 |
Total plan assets at end of year | 2013-12-31 | $1,063,304 |
Total plan assets at beginning of year | 2013-12-31 | $854,915 |
Value of fidelity bond covering the plan | 2013-12-31 | $75,000 |
Total contributions received or receivable from participants | 2013-12-31 | $28,951 |
Other income received | 2013-12-31 | $187,846 |
Net income (gross income less expenses) | 2013-12-31 | $208,389 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,063,304 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $854,915 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $12,631 |
2012 : GREENBERG, ETTLIN & ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $153,832 |
Expenses. Total of all expenses incurred | 2012-12-31 | $18,891 |
Benefits paid (including direct rollovers) | 2012-12-31 | $17,129 |
Total plan assets at end of year | 2012-12-31 | $854,915 |
Total plan assets at beginning of year | 2012-12-31 | $719,974 |
Value of fidelity bond covering the plan | 2012-12-31 | $75,000 |
Total contributions received or receivable from participants | 2012-12-31 | $24,281 |
Other income received | 2012-12-31 | $118,047 |
Net income (gross income less expenses) | 2012-12-31 | $134,941 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $854,915 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $719,974 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $11,504 |
Value of corrective distributions | 2012-12-31 | $1,762 |
2011 : GREENBERG, ETTLIN & ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $-8,774 |
Expenses. Total of all expenses incurred | 2011-12-31 | $23,582 |
Benefits paid (including direct rollovers) | 2011-12-31 | $20,489 |
Total plan assets at end of year | 2011-12-31 | $719,974 |
Total plan assets at beginning of year | 2011-12-31 | $752,330 |
Value of fidelity bond covering the plan | 2011-12-31 | $75,000 |
Total contributions received or receivable from participants | 2011-12-31 | $22,633 |
Other income received | 2011-12-31 | $-40,779 |
Net income (gross income less expenses) | 2011-12-31 | $-32,356 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $719,974 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $752,330 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $9,372 |
Value of corrective distributions | 2011-12-31 | $3,093 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : GREENBERG, ETTLIN & ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $126,338 |
Expenses. Total of all expenses incurred | 2010-12-31 | $61,039 |
Benefits paid (including direct rollovers) | 2010-12-31 | $61,039 |
Total plan assets at end of year | 2010-12-31 | $752,330 |
Total plan assets at beginning of year | 2010-12-31 | $687,031 |
Value of fidelity bond covering the plan | 2010-12-31 | $75,000 |
Total contributions received or receivable from participants | 2010-12-31 | $23,174 |
Other income received | 2010-12-31 | $93,658 |
Net income (gross income less expenses) | 2010-12-31 | $65,299 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $752,330 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $687,031 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $9,506 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2017: GREENBERG, ETTLIN & ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN & TRUST 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 | Yes |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
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 - Trust | Yes |
2016: GREENBERG, ETTLIN & ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN & TRUST 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 funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: GREENBERG, ETTLIN & ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN & TRUST 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 funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: GREENBERG, ETTLIN & ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN & TRUST 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 funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: GREENBERG, ETTLIN & ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN & TRUST 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 funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: GREENBERG, ETTLIN & ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN & TRUST 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 funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: GREENBERG, ETTLIN & ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN & TRUST 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 funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: GREENBERG, ETTLIN & ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: GREENBERG, ETTLIN & ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN & TRUST 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 | No |
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 funding arrangement – Trust | Yes |
2009-01-01 | 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 | 24422 |
Policy instance | 1 |
Insurance contract or identification number | 24422 | Number of Individuals Covered | 6 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $6,079 | Total amount of fees paid to insurance company | USD $0 | 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 | Commission paid to Insurance Broker | USD $5,523 | Insurance broker organization code? | 3 | Insurance broker name | ADMINISTRATOR PLANNING SERVICES, IN |
|
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 24422 |
Policy instance | 1 |
Insurance contract or identification number | 24422 | Number of Individuals Covered | 6 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $5,910 | Total amount of fees paid to insurance company | USD $0 | 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 | Commission paid to Insurance Broker | USD $5,295 | Insurance broker organization code? | 3 | Insurance broker name | ADMINISTRATOR PLANNING SERVICES, IN |
|
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 24422 |
Policy instance | 1 |
Insurance contract or identification number | 24422 | Number of Individuals Covered | 6 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $5,004 | Total amount of fees paid to insurance company | USD $0 | 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 | Commission paid to Insurance Broker | USD $4,563 | Insurance broker organization code? | 3 | Insurance broker name | ADMINISTRATOR PLANNING SERVICES, IN |
|
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 24422 |
Policy instance | 1 |
Insurance contract or identification number | 24422 | Number of Individuals Covered | 5 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $4,249 | Total amount of fees paid to insurance company | USD $0 | 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 | Commission paid to Insurance Broker | USD $3,870 | Insurance broker organization code? | 3 | Insurance broker name | ADMINISTRATOR PLANNING SERVICES, IN |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 24422 |
Policy instance | 1 |
Insurance contract or identification number | 24422 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $3,763 | Total amount of fees paid to insurance company | USD $0 | 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? | Yes | 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 |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 24422 |
Policy instance | 1 |
Insurance contract or identification number | 24422 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $3,668 | Total amount of fees paid to insurance company | USD $0 | 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? | Yes | 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 | Commission paid to Insurance Broker | USD $3,394 | Insurance broker organization code? | 3 | Insurance broker name | ADMINISTRATOR PLANNING SERVICES, IN |
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