401k Plan data: BP PAYROLL, LLC 401(K) PLAN plan

BP PAYROLL, LLC 401(K) PLAN 401k Plan overview

Plan Name	BP PAYROLL, LLC 401(K) PLAN
Plan identification number	001

BP PAYROLL, LLC 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ANDERSON WILLIAMS MCKINNIS CO. INC. has sponsored the creation of one or more 401k plans.

Company Name: ANDERSON WILLIAMS MCKINNIS CO. INC.

Employer identification number (EIN): 631016918

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BP PAYROLL, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01
001 2016-01-01 CJ GUERCIO
001 2015-01-01 CJ GUERCIO
001 2014-01-01 JAKE GUERCIO
001 2013-01-01 JAKE GUERCIO
001 2012-01-01 JAKE GUERCIO
001 2011-01-01 JAKE GUERCIO
001 2009-01-01 JAKE GUERCIO

Plan Statistics for BP PAYROLL, LLC 401(K) PLAN

401k plan membership statisitcs for BP PAYROLL, LLC 401(K) PLAN

Measure Date Value
2017: BP PAYROLL, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 4
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: BP PAYROLL, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 4
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 0
Total of all active and inactive participants 2016-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 4
Number of participants with account balances 2016-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: BP PAYROLL, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 7
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 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 7
Number of participants with account balances 2015-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: BP PAYROLL, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 10
Total of all active and inactive participants 2014-01-01 10
Total participants 2014-01-01 10
Number of participants with account balances 2014-01-01 7
2013: BP PAYROLL, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 8
Total of all active and inactive participants 2013-01-01 8
Total participants 2013-01-01 8
Number of participants with account balances 2013-01-01 8
2012: BP PAYROLL, LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 8
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 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 9
Number of participants with account balances 2012-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: BP PAYROLL, LLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 10
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 2
Total of all active and inactive participants 2011-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 12
Number of participants with account balances 2011-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: BP PAYROLL, LLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 10
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 2
Total of all active and inactive participants 2009-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 12
Number of participants with account balances 2009-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2017: BP PAYROLL, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	4
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: BP PAYROLL, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	4
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	0
Total of all active and inactive participants	2016-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	4
Number of participants with account balances	2016-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: BP PAYROLL, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	7
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	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	7
Number of participants with account balances	2015-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: BP PAYROLL, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	10
Total of all active and inactive participants	2014-01-01	10
Total participants	2014-01-01	10
Number of participants with account balances	2014-01-01	7
2013: BP PAYROLL, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	8
Total of all active and inactive participants	2013-01-01	8
Total participants	2013-01-01	8
Number of participants with account balances	2013-01-01	8
2012: BP PAYROLL, LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	8
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	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	9
Number of participants with account balances	2012-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: BP PAYROLL, LLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	10
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	2
Total of all active and inactive participants	2011-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	12
Number of participants with account balances	2011-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: BP PAYROLL, LLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	10
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	2
Total of all active and inactive participants	2009-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	12
Number of participants with account balances	2009-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on BP PAYROLL, LLC 401(K) PLAN

Measure	Date	Value
2016 : BP PAYROLL, LLC 401(K) PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$20,826
Expenses. Total of all expenses incurred	2016-12-31	$7,282
Benefits paid (including direct rollovers)	2016-12-31	$7,282
Total plan assets at end of year	2016-12-31	$265,371
Total plan assets at beginning of year	2016-12-31	$251,827
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$2,933
Other income received	2016-12-31	$15,287
Net income (gross income less expenses)	2016-12-31	$13,544
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$265,371
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$251,827
Assets. Value of participant loans	2016-12-31	$187
Total contributions received or receivable from employer(s)	2016-12-31	$2,606
2015 : BP PAYROLL, LLC 401(K) PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$-38,592
Total income from all sources	2015-12-31	$5,730
Expenses. Total of all expenses incurred	2015-12-31	$356,806
Benefits paid (including direct rollovers)	2015-12-31	$355,257
Total plan assets at end of year	2015-12-31	$251,827
Total plan assets at beginning of year	2015-12-31	$641,495
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$2,910
Other income received	2015-12-31	$270
Net income (gross income less expenses)	2015-12-31	$-351,076
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$251,827
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$641,495
Assets. Value of participant loans	2015-12-31	$8,378
Total contributions received or receivable from employer(s)	2015-12-31	$2,550
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$1,549
2014 : BP PAYROLL, LLC 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$57,224
Expenses. Total of all expenses incurred	2014-12-31	$17,695
Benefits paid (including direct rollovers)	2014-12-31	$13,137
Total plan assets at end of year	2014-12-31	$641,495
Total plan assets at beginning of year	2014-12-31	$601,966
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$21,982
Other income received	2014-12-31	$30,739
Net income (gross income less expenses)	2014-12-31	$39,529
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$641,495
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$601,966
Assets. Value of participant loans	2014-12-31	$20,030
Total contributions received or receivable from employer(s)	2014-12-31	$4,503
Value of certain deemed distributions of participant loans	2014-12-31	$1,658
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$2,900
2013 : BP PAYROLL, LLC 401(K) PLAN 2013 401k financial data
Total plan liabilities at beginning of year	2013-12-31	$4,095
Total income from all sources	2013-12-31	$89,179
Expenses. Total of all expenses incurred	2013-12-31	$9,904
Benefits paid (including direct rollovers)	2013-12-31	$7,273
Total plan assets at end of year	2013-12-31	$601,966
Total plan assets at beginning of year	2013-12-31	$526,786
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$19,810
Other income received	2013-12-31	$63,939
Net income (gross income less expenses)	2013-12-31	$79,275
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$601,966
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$522,691
Assets. Value of participant loans	2013-12-31	$28,179
Total contributions received or receivable from employer(s)	2013-12-31	$5,430
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$2,631
2012 : BP PAYROLL, LLC 401(K) PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$4,095
Total income from all sources	2012-12-31	$79,088
Expenses. Total of all expenses incurred	2012-12-31	$17,596
Benefits paid (including direct rollovers)	2012-12-31	$14,298
Total plan assets at end of year	2012-12-31	$526,786
Total plan assets at beginning of year	2012-12-31	$461,199
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$20,550
Other income received	2012-12-31	$51,553
Net income (gross income less expenses)	2012-12-31	$61,492
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$522,691
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$461,199
Assets. Value of participant loans	2012-12-31	$22,171
Total contributions received or receivable from employer(s)	2012-12-31	$6,985
Value of corrective distributions	2012-12-31	$1,013
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$2,285
2011 : BP PAYROLL, LLC 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$8,301
Expenses. Total of all expenses incurred	2011-12-31	$5,887
Benefits paid (including direct rollovers)	2011-12-31	$3,830
Total plan assets at end of year	2011-12-31	$461,199
Total plan assets at beginning of year	2011-12-31	$458,785
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$26,754
Other income received	2011-12-31	$-25,463
Net income (gross income less expenses)	2011-12-31	$2,414
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$461,199
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$458,785
Assets. Value of participant loans	2011-12-31	$8,001
Total contributions received or receivable from employer(s)	2011-12-31	$7,010
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$2,057
2010 : BP PAYROLL, LLC 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$91,591
Expenses. Total of all expenses incurred	2010-12-31	$4,343
Benefits paid (including direct rollovers)	2010-12-31	$2,628
Total plan assets at end of year	2010-12-31	$458,785
Total plan assets at beginning of year	2010-12-31	$371,537
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$38,194
Other income received	2010-12-31	$44,766
Net income (gross income less expenses)	2010-12-31	$87,248
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$458,785
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$371,537
Assets. Value of participant loans	2010-12-31	$7,985
Total contributions received or receivable from employer(s)	2010-12-31	$8,631
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$1,715

Form 5500 Responses for BP PAYROLL, LLC 401(K) PLAN

2017: BP PAYROLL, LLC 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	This submission is the final filing	Yes
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: BP PAYROLL, LLC 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
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: BP PAYROLL, LLC 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
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: BP PAYROLL, LLC 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Mulitple employer plan
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: BP PAYROLL, LLC 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Mulitple employer plan
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: BP PAYROLL, LLC 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Mulitple employer plan
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
2011: BP PAYROLL, LLC 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Mulitple employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: BP PAYROLL, LLC 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Mulitple employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

15770

Policy instance

Insurance contract or identification number	15770
Number of Individuals Covered	0
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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 number

15770

Policy instance

Insurance contract or identification number	15770
Number of Individuals Covered	7
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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 number

15770

Policy instance

Insurance contract or identification number	15770
Number of Individuals Covered	7
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

E0853648

Policy instance

Insurance contract or identification number	E0853648
Number of Individuals Covered	1
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $877
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $877
Insurance broker organization code?	3
Insurance broker name	DONALD D. WILLIAMS

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

15770

Policy instance

Insurance contract or identification number	15770
Number of Individuals Covered	8
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

E0853648

Policy instance

Insurance contract or identification number	E0853648
Number of Individuals Covered	1
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $452
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $452
Insurance broker organization code?	3
Insurance broker name	DONALD D. WILLIAMS

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

15770

Policy instance

Insurance contract or identification number	15770
Number of Individuals Covered	8
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

E0853648

Policy instance

Insurance contract or identification number	E0853648
Number of Individuals Covered	1
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $1,137
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,137
Insurance broker organization code?	3
Insurance broker name	DONALD D. WILLIAMS

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

15770

Policy instance

Insurance contract or identification number	15770
Number of Individuals Covered	8
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

E0853648

Policy instance

Insurance contract or identification number	E0853648
Number of Individuals Covered	1
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $1,315
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

S5824

Policy instance

Insurance contract or identification number	S5824
Number of Individuals Covered	1
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 number

15770

Policy instance

Insurance contract or identification number	15770
Number of Individuals Covered	10
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	ANDERSON WILLIAMS MCKINNIS CO. INC.
Employer identification number (EIN):	631016918
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services

Plan id#	Filing Submission Date	Name of Administrator
001	2017-01-01
001	2016-01-01	CJ GUERCIO
001	2015-01-01	CJ GUERCIO
001	2014-01-01	JAKE GUERCIO
001	2013-01-01	JAKE GUERCIO
001	2012-01-01	JAKE GUERCIO
001	2011-01-01	JAKE GUERCIO
001	2009-01-01	JAKE GUERCIO