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PROHEALTH MEDICAL, INC. EMPLOYEE SAVINGS PLAN & TRUST 401k Plan overview

Plan NamePROHEALTH MEDICAL, INC. EMPLOYEE SAVINGS PLAN & TRUST
Plan identification number 001

PROHEALTH MEDICAL, INC. EMPLOYEE SAVINGS PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PROHEALTH MEDICAL, INC. has sponsored the creation of one or more 401k plans.

Company Name:PROHEALTH MEDICAL, INC.
Employer identification number (EIN):593031736
NAIC Classification:621510
NAIC Description: Medical and Diagnostic Laboratories

Additional information about PROHEALTH MEDICAL, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1990-10-02
Company Identification Number: S03996
Legal Registered Office Address: 500 WINDERLEY PLACE

MAITLAND

32751

More information about PROHEALTH MEDICAL, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROHEALTH MEDICAL, INC. EMPLOYEE SAVINGS PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012019-01-01MICHAEL MACLEAY2020-07-27 NANCY F. LAFLEUR2020-07-27
0012018-01-01NANCY F. LAFLEUR2019-08-13 NANCY F. LAFLEUR2019-08-13
0012017-01-01NANCY LAFLEUR2018-09-28
0012016-01-01
0012015-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01TATIANA POMBO TATIANA POMBO2013-10-15
0012011-01-01TATIANA POMBO TATIANA POMBO2012-10-12
0012010-01-01TATIANA CHAVEZ2011-08-11 TATIANA CHAVEZ2011-08-11

Plan Statistics for PROHEALTH MEDICAL, INC. EMPLOYEE SAVINGS PLAN & TRUST

401k plan membership statisitcs for PROHEALTH MEDICAL, INC. EMPLOYEE SAVINGS PLAN & TRUST

Measure Date Value
2021: PROHEALTH MEDICAL, INC. EMPLOYEE SAVINGS PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01108
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-010
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PROHEALTH MEDICAL, INC. EMPLOYEE SAVINGS PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01131
Total number of active participants reported on line 7a of the Form 55002020-01-0183
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0125
Total of all active and inactive participants2020-01-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01108
Number of participants with account balances2020-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0113
2016: PROHEALTH MEDICAL, INC. EMPLOYEE SAVINGS PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01230
Total number of active participants reported on line 7a of the Form 55002016-01-01176
Number of other retired or separated participants entitled to future benefits2016-01-0160
Total of all active and inactive participants2016-01-01236
Total participants2016-01-01236
Number of participants with account balances2016-01-01236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PROHEALTH MEDICAL, INC. EMPLOYEE SAVINGS PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01176
Total number of active participants reported on line 7a of the Form 55002015-01-01154
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0137
Total of all active and inactive participants2015-01-01191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01191
Number of participants with account balances2015-01-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PROHEALTH MEDICAL, INC. EMPLOYEE SAVINGS PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01163
Total number of active participants reported on line 7a of the Form 55002014-01-01125
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0131
Total of all active and inactive participants2014-01-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01156
Number of participants with account balances2014-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PROHEALTH MEDICAL, INC. EMPLOYEE SAVINGS PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01130
Total number of active participants reported on line 7a of the Form 55002013-01-0191
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0133
Total of all active and inactive participants2013-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01124
Number of participants with account balances2013-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PROHEALTH MEDICAL, INC. EMPLOYEE SAVINGS PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01139
Total number of active participants reported on line 7a of the Form 55002012-01-0190
Number of other retired or separated participants entitled to future benefits2012-01-0134
Total of all active and inactive participants2012-01-01124
Total participants2012-01-01124
Number of participants with account balances2012-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PROHEALTH MEDICAL, INC. EMPLOYEE SAVINGS PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01131
Total number of active participants reported on line 7a of the Form 55002011-01-0194
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0136
Total of all active and inactive participants2011-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01131
Number of participants with account balances2011-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on PROHEALTH MEDICAL, INC. EMPLOYEE SAVINGS PLAN & TRUST

Measure Date Value
2021 : PROHEALTH MEDICAL, INC. EMPLOYEE SAVINGS PLAN & TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-01-29$0
Total transfer of assets from this plan2021-01-29$5,382,490
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-01-29$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-01-29$0
Total income from all sources (including contributions)2021-01-29$37,783
Total loss/gain on sale of assets2021-01-29$0
Total of all expenses incurred2021-01-29$1,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-01-29$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-01-29$7,814
Value of total assets at end of year2021-01-29$0
Value of total assets at beginning of year2021-01-29$5,345,890
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-01-29$1,183
Total interest from all sources2021-01-29$275
Total dividends received (eg from common stock, registered investment company shares)2021-01-29$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-01-29Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-01-29$0
Was this plan covered by a fidelity bond2021-01-29Yes
Value of fidelity bond cover2021-01-29$500,000
If this is an individual account plan, was there a blackout period2021-01-29Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-01-29$0
Were there any nonexempt tranactions with any party-in-interest2021-01-29No
Contributions received from participants2021-01-29$7,814
Participant contributions at end of year2021-01-29$0
Participant contributions at beginning of year2021-01-29$121,667
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-01-29No
Value of net income/loss2021-01-29$36,600
Value of net assets at end of year (total assets less liabilities)2021-01-29$0
Value of net assets at beginning of year (total assets less liabilities)2021-01-29$5,345,890
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-01-29No
Were any loans by the plan or fixed income obligations due to the plan in default2021-01-29No
Were any leases to which the plan was party in default or uncollectible2021-01-29No
Value of interest in pooled separate accounts at end of year2021-01-29$0
Value of interest in pooled separate accounts at beginning of year2021-01-29$5,221,785
Interest on participant loans2021-01-29$275
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-01-29$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-01-29$2,438
Net investment gain/loss from pooled separate accounts2021-01-29$29,694
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-01-29No
Was there a failure to transmit to the plan any participant contributions2021-01-29No
Has the plan failed to provide any benefit when due under the plan2021-01-29No
Contract administrator fees2021-01-29$1,183
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-01-29Yes
Did the plan have assets held for investment2021-01-29No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-01-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-01-29Yes
Opinion of an independent qualified public accountant for this plan2021-01-29Disclaimer
Accountancy firm name2021-01-29MSL, P.A.
Accountancy firm EIN2021-01-29593070669
2020 : PROHEALTH MEDICAL, INC. EMPLOYEE SAVINGS PLAN & TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$847,580
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,161,369
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,155,393
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$436,865
Value of total assets at end of year2020-12-31$5,345,890
Value of total assets at beginning of year2020-12-31$6,659,679
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$5,976
Total interest from all sources2020-12-31$6,320
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$281,854
Participant contributions at end of year2020-12-31$121,667
Participant contributions at beginning of year2020-12-31$75,118
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-1,313,789
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,345,890
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,659,679
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$5,221,785
Value of interest in pooled separate accounts at beginning of year2020-12-31$6,581,620
Interest on participant loans2020-12-31$4,716
Interest earned on other investments2020-12-31$1,604
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,438
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,941
Net investment gain/loss from pooled separate accounts2020-12-31$404,395
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$155,011
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,155,393
Contract administrator fees2020-12-31$5,976
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MSL, P.A.
Accountancy firm EIN2020-12-31593070669
2016 : PROHEALTH MEDICAL, INC. EMPLOYEE SAVINGS PLAN & TRUST 2016 401k financial data
Total transfer of assets to this plan2016-12-31$239,585
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$8,026
Total income from all sources (including contributions)2016-12-31$1,740,854
Total of all expenses incurred2016-12-31$1,190,080
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,162,527
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,143,764
Value of total assets at end of year2016-12-31$10,908,173
Value of total assets at beginning of year2016-12-31$10,109,788
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$27,553
Total interest from all sources2016-12-31$8,153
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$641,723
Participant contributions at end of year2016-12-31$184,356
Participant contributions at beginning of year2016-12-31$142,468
Participant contributions at end of year2016-12-31$12,443
Participant contributions at beginning of year2016-12-31$28,777
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$70,712
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$8,026
Administrative expenses (other) incurred2016-12-31$27,553
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$550,774
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,900,147
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,109,788
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$10,280,044
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$9,564,902
Interest on participant loans2016-12-31$7,790
Interest earned on other investments2016-12-31$363
Net investment gain/loss from pooled separate accounts2016-12-31$588,937
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$431,329
Employer contributions (assets) at end of year2016-12-31$431,330
Employer contributions (assets) at beginning of year2016-12-31$373,641
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,162,527
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31GLICKSTEIN LAVAL CARRIS, P.A.
Accountancy firm EIN2016-12-31593094260
2015 : PROHEALTH MEDICAL, INC. EMPLOYEE SAVINGS PLAN & TRUST 2015 401k financial data
Total transfer of assets to this plan2015-12-31$240,795
Total income from all sources (including contributions)2015-12-31$919,768
Total of all expenses incurred2015-12-31$412,161
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$387,012
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$981,908
Value of total assets at end of year2015-12-31$10,109,788
Value of total assets at beginning of year2015-12-31$9,361,386
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$25,149
Total interest from all sources2015-12-31$6,767
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$566,336
Participant contributions at end of year2015-12-31$142,468
Participant contributions at beginning of year2015-12-31$201,040
Participant contributions at end of year2015-12-31$28,777
Participant contributions at beginning of year2015-12-31$16,668
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$41,931
Administrative expenses (other) incurred2015-12-31$25,149
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$1,449
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$507,607
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,109,788
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,361,386
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$9,564,902
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$8,831,297
Interest on participant loans2015-12-31$6,737
Interest earned on other investments2015-12-31$30
Net investment gain/loss from pooled separate accounts2015-12-31$-68,907
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$373,641
Employer contributions (assets) at end of year2015-12-31$373,641
Employer contributions (assets) at beginning of year2015-12-31$310,932
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$387,012
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31GLICKSTEIN LAVAL CARRIS, P.A.
Accountancy firm EIN2015-12-31593094260
2014 : PROHEALTH MEDICAL, INC. EMPLOYEE SAVINGS PLAN & TRUST 2014 401k financial data
Total transfer of assets to this plan2014-12-31$477,133
Total income from all sources (including contributions)2014-12-31$1,109,190
Total of all expenses incurred2014-12-31$991,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$967,078
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$758,447
Value of total assets at end of year2014-12-31$9,361,386
Value of total assets at beginning of year2014-12-31$8,766,584
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$24,443
Total interest from all sources2014-12-31$6,845
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$447,789
Participant contributions at end of year2014-12-31$201,040
Participant contributions at beginning of year2014-12-31$131,130
Participant contributions at end of year2014-12-31$16,668
Participant contributions at beginning of year2014-12-31$11,275
Administrative expenses (other) incurred2014-12-31$24,443
Total non interest bearing cash at end of year2014-12-31$1,449
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$117,669
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,361,386
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,766,584
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$8,831,297
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$8,402,480
Interest on participant loans2014-12-31$6,833
Interest earned on other investments2014-12-31$12
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$343,898
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$310,658
Employer contributions (assets) at end of year2014-12-31$310,932
Employer contributions (assets) at beginning of year2014-12-31$221,699
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$967,078
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31GLICKSTEIN LAVAL CARRIS, P.A.
Accountancy firm EIN2014-12-31593094260
2013 : PROHEALTH MEDICAL, INC. EMPLOYEE SAVINGS PLAN & TRUST 2013 401k financial data
Total transfer of assets from this plan2013-12-31$270
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,595,684
Total of all expenses incurred2013-12-31$235,215
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$213,655
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$580,953
Value of total assets at end of year2013-12-31$8,766,584
Value of total assets at beginning of year2013-12-31$7,406,385
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$21,560
Total interest from all sources2013-12-31$5,598
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$359,254
Participant contributions at end of year2013-12-31$131,130
Participant contributions at beginning of year2013-12-31$129,388
Participant contributions at end of year2013-12-31$11,275
Participant contributions at beginning of year2013-12-31$10,183
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Administrative expenses (other) incurred2013-12-31$21,560
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,360,469
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,766,584
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,406,385
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$8,402,480
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,050,915
Interest on participant loans2013-12-31$4,693
Interest earned on other investments2013-12-31$905
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$77
Net investment gain/loss from pooled separate accounts2013-12-31$1,009,133
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$221,699
Employer contributions (assets) at end of year2013-12-31$221,699
Employer contributions (assets) at beginning of year2013-12-31$215,822
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$213,655
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31GLICKSTEIN LAVAL CARRIS, P.A.
Accountancy firm EIN2013-12-31593094260
2012 : PROHEALTH MEDICAL, INC. EMPLOYEE SAVINGS PLAN & TRUST 2012 401k financial data
Total transfer of assets from this plan2012-12-31$6,973
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$385
Total income from all sources (including contributions)2012-12-31$1,319,156
Total of all expenses incurred2012-12-31$198,234
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$172,806
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$584,858
Value of total assets at end of year2012-12-31$7,406,385
Value of total assets at beginning of year2012-12-31$6,292,821
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$25,428
Total interest from all sources2012-12-31$5,561
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$369,036
Participant contributions at end of year2012-12-31$129,388
Participant contributions at beginning of year2012-12-31$132,714
Participant contributions at end of year2012-12-31$10,183
Participant contributions at beginning of year2012-12-31$11,815
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$385
Administrative expenses (other) incurred2012-12-31$25,428
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$423
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,120,922
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,406,385
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,292,436
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$7,050,915
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,932,024
Interest on participant loans2012-12-31$5,515
Interest earned on other investments2012-12-31$46
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$77
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$10,048
Net investment gain/loss from pooled separate accounts2012-12-31$728,737
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$215,822
Employer contributions (assets) at end of year2012-12-31$215,822
Employer contributions (assets) at beginning of year2012-12-31$205,797
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$172,806
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31GLICKSTEIN LAVAL CARRIS, P.A.
Accountancy firm EIN2012-12-31593094260
2011 : PROHEALTH MEDICAL, INC. EMPLOYEE SAVINGS PLAN & TRUST 2011 401k financial data
Total transfer of assets from this plan2011-12-31$3,418
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$385
Total income from all sources (including contributions)2011-12-31$404,671
Total of all expenses incurred2011-12-31$404,047
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$376,110
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$534,487
Value of total assets at end of year2011-12-31$6,292,821
Value of total assets at beginning of year2011-12-31$6,295,230
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$27,937
Total interest from all sources2011-12-31$3,368
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$328,690
Participant contributions at end of year2011-12-31$132,714
Participant contributions at beginning of year2011-12-31$54,568
Participant contributions at end of year2011-12-31$11,815
Participant contributions at beginning of year2011-12-31$10,046
Assets. Other investments not covered elsewhere at end of year2011-12-31$10,048
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$16,221
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$385
Other income not declared elsewhere2011-12-31$144
Administrative expenses (other) incurred2011-12-31$2,983
Total non interest bearing cash at end of year2011-12-31$423
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$624
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,292,436
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,295,230
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$24,954
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$5,932,024
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,009,284
Interest on participant loans2011-12-31$3,255
Interest earned on other investments2011-12-31$113
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$10,048
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$16,221
Net investment gain/loss from pooled separate accounts2011-12-31$-133,328
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$205,797
Employer contributions (assets) at end of year2011-12-31$205,797
Employer contributions (assets) at beginning of year2011-12-31$205,111
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$376,110
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31GLICKSTEIN LAVAL CARRIS, P.A.
Accountancy firm EIN2011-12-31593094260

Form 5500 Responses for PROHEALTH MEDICAL, INC. EMPLOYEE SAVINGS PLAN & TRUST

2021: PROHEALTH MEDICAL, INC. EMPLOYEE SAVINGS PLAN & TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingYes
2021-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PROHEALTH MEDICAL, INC. EMPLOYEE SAVINGS PLAN & TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2016: PROHEALTH MEDICAL, INC. EMPLOYEE SAVINGS PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PROHEALTH MEDICAL, INC. EMPLOYEE SAVINGS PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PROHEALTH MEDICAL, INC. EMPLOYEE SAVINGS PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PROHEALTH MEDICAL, INC. EMPLOYEE SAVINGS PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PROHEALTH MEDICAL, INC. EMPLOYEE SAVINGS PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PROHEALTH MEDICAL, INC. EMPLOYEE SAVINGS PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number069053
Policy instance 1
Insurance contract or identification number069053
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-01-29
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number069053
Policy instance 1
Insurance contract or identification number069053
Number of Individuals Covered108
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number86888
Policy instance 1
Insurance contract or identification number86888
Number of Individuals Covered191
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $20,226
Total amount of fees paid to insurance companyUSD $4,637
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,682
Insurance broker organization code?4
Amount paid for insurance broker fees4637
Insurance broker namePREFERRED PRODUCT NETWORK, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number86888
Policy instance 1
Insurance contract or identification number86888
Number of Individuals Covered156
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $22,292
Total amount of fees paid to insurance companyUSD $4,481
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,146
Insurance broker organization code?4
Amount paid for insurance broker fees4481
Insurance broker namePREFERRED PRODUCT NETWORK, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number86888
Policy instance 1
Insurance contract or identification number86888
Number of Individuals Covered124
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $19,249
Total amount of fees paid to insurance companyUSD $3,855
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,128
Insurance broker organization code?4
Amount paid for insurance broker fees3855
Insurance broker namePREFERRED PRODUCT NETWORK, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number86888
Policy instance 1
Insurance contract or identification number86888
Number of Individuals Covered124
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $25,479
Total amount of fees paid to insurance companyUSD $3,920
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,980
Insurance broker organization code?4
Amount paid for insurance broker fees3920
Additional information about fees paid to insurance brokerFORUM COMPENSATION
Insurance broker namePREFERRED PRODUCT NETWORK, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number86888
Policy instance 1
Insurance contract or identification number86888
Number of Individuals Covered131
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $35,834
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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