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ANESTHESIA & ANALGESIA MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameANESTHESIA & ANALGESIA MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 002

ANESTHESIA & ANALGESIA MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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

ANESTHESIA & ANALGESIA MEDICAL GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:ANESTHESIA & ANALGESIA MEDICAL GROUP, INC.
Employer identification number (EIN):680238424
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about ANESTHESIA & ANALGESIA MEDICAL GROUP, INC.

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 1991-01-16
Company Identification Number: C1679515
Legal Registered Office Address: 1344 Wikiup Dr

Santa Rosa
United States of America (USA)
95403

More information about ANESTHESIA & ANALGESIA MEDICAL GROUP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ANESTHESIA & ANALGESIA MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01COLIN BAUER2024-10-15
0022022-01-01COLIN BAUER2023-10-10
0022021-01-01COLIN BAUER2022-10-10
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01COLIN BAUER
0022016-01-01COLIN BAUER
0022015-01-01JOHN R. YOUNG, M.D.
0022014-01-01JOHN R. YOUNG, M.D.
0022013-01-01JOHN R. YOUNG, M.D.
0022012-01-01PENNY N. TIBBETTS PENNY N. TIBBETTS2013-05-01
0022011-01-01PENNY N. TIBBETTS PENNY N. TIBBETTS2012-07-25
0022009-01-01PENNY N. TIBBETTS PENNY N. TIBBETTS2010-06-08

Plan Statistics for ANESTHESIA & ANALGESIA MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for ANESTHESIA & ANALGESIA MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: ANESTHESIA & ANALGESIA MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0183
Total number of active participants reported on line 7a of the Form 55002023-01-0171
Number of retired or separated participants receiving benefits2023-01-014
Number of other retired or separated participants entitled to future benefits2023-01-0123
Total of all active and inactive participants2023-01-0198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-0198
Number of participants with account balances2023-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-011
2022: ANESTHESIA & ANALGESIA MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0183
Total number of active participants reported on line 7a of the Form 55002022-01-0158
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-0123
Total of all active and inactive participants2022-01-0183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0183
Number of participants with account balances2022-01-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: ANESTHESIA & ANALGESIA MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0194
Total number of active participants reported on line 7a of the Form 55002021-01-0163
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0122
Total of all active and inactive participants2021-01-0185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0185
Number of participants with account balances2021-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ANESTHESIA & ANALGESIA MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0194
Total number of active participants reported on line 7a of the Form 55002020-01-0156
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0138
Total of all active and inactive participants2020-01-0194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0194
Number of participants with account balances2020-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-015
2019: ANESTHESIA & ANALGESIA MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0179
Total number of active participants reported on line 7a of the Form 55002019-01-0150
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0144
Total of all active and inactive participants2019-01-0194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0194
Number of participants with account balances2019-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: ANESTHESIA & ANALGESIA MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0171
Total number of active participants reported on line 7a of the Form 55002018-01-0156
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0121
Total of all active and inactive participants2018-01-0177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0177
Number of participants with account balances2018-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
2017: ANESTHESIA & ANALGESIA MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0168
Total number of active participants reported on line 7a of the Form 55002017-01-0156
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0115
Total of all active and inactive participants2017-01-0171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0171
Number of participants with account balances2017-01-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ANESTHESIA & ANALGESIA MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0165
Total number of active participants reported on line 7a of the Form 55002016-01-0157
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0111
Total of all active and inactive participants2016-01-0168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0168
Number of participants with account balances2016-01-0168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ANESTHESIA & ANALGESIA MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0160
Total number of active participants reported on line 7a of the Form 55002015-01-0157
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-018
Total of all active and inactive participants2015-01-0165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0165
Number of participants with account balances2015-01-0165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: ANESTHESIA & ANALGESIA MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0162
Total number of active participants reported on line 7a of the Form 55002014-01-0153
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-017
Total of all active and inactive participants2014-01-0160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0160
Number of participants with account balances2014-01-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ANESTHESIA & ANALGESIA MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0161
Total number of active participants reported on line 7a of the Form 55002013-01-0151
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0110
Total of all active and inactive participants2013-01-0161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0161
Number of participants with account balances2013-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ANESTHESIA & ANALGESIA MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0162
Total number of active participants reported on line 7a of the Form 55002012-01-0154
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-017
Total of all active and inactive participants2012-01-0161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0161
Number of participants with account balances2012-01-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: ANESTHESIA & ANALGESIA MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0157
Total number of active participants reported on line 7a of the Form 55002011-01-0154
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-018
Total of all active and inactive participants2011-01-0162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0162
Number of participants with account balances2011-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: ANESTHESIA & ANALGESIA MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0152
Total number of active participants reported on line 7a of the Form 55002009-01-0151
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-014
Total of all active and inactive participants2009-01-0155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0155
Number of participants with account balances2009-01-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ANESTHESIA & ANALGESIA MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : ANESTHESIA & ANALGESIA MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$11,348,222
Expenses. Total of all expenses incurred2023-12-31$2,488,381
Benefits paid (including direct rollovers)2023-12-31$2,382,630
Total plan assets at end of year2023-12-31$54,532,346
Total plan assets at beginning of year2023-12-31$45,672,505
Value of fidelity bond covering the plan2023-12-31$1,200,000
Total contributions received or receivable from participants2023-12-31$967,895
Contributions received from other sources (not participants or employers)2023-12-31$78,142
Other income received2023-12-31$8,477,085
Net income (gross income less expenses)2023-12-31$8,859,841
Net plan assets at end of year (total assets less liabilities)2023-12-31$54,532,346
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$45,672,505
Assets. Value of participant loans2023-12-31$55,912
Assets. Value of real-estate (other than employer real property)2023-12-31$470,575
Total contributions received or receivable from employer(s)2023-12-31$1,825,100
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$105,751
2022 : ANESTHESIA & ANALGESIA MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-9,500,317
Expenses. Total of all expenses incurred2022-12-31$2,221,279
Benefits paid (including direct rollovers)2022-12-31$2,114,962
Total plan assets at end of year2022-12-31$45,672,505
Total plan assets at beginning of year2022-12-31$57,394,101
Value of fidelity bond covering the plan2022-12-31$1,200,000
Total contributions received or receivable from participants2022-12-31$1,052,914
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-12,434,513
Net income (gross income less expenses)2022-12-31$-11,721,596
Net plan assets at end of year (total assets less liabilities)2022-12-31$45,672,505
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$57,394,101
Assets. Value of participant loans2022-12-31$97,654
Assets. Value of real-estate (other than employer real property)2022-12-31$470,575
Total contributions received or receivable from employer(s)2022-12-31$1,881,282
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$106,317
2021 : ANESTHESIA & ANALGESIA MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$11,047,344
Expenses. Total of all expenses incurred2021-12-31$12,712,480
Benefits paid (including direct rollovers)2021-12-31$12,549,808
Total plan assets at end of year2021-12-31$57,394,101
Total plan assets at beginning of year2021-12-31$59,059,237
Value of fidelity bond covering the plan2021-12-31$1,200,000
Total contributions received or receivable from participants2021-12-31$987,037
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$23,690
Other income received2021-12-31$8,360,279
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$-1,665,136
Net plan assets at end of year (total assets less liabilities)2021-12-31$57,394,101
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$59,059,237
Assets. Value of participant loans2021-12-31$149,091
Assets. Value of real-estate (other than employer real property)2021-12-31$397,460
Total contributions received or receivable from employer(s)2021-12-31$1,676,338
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$162,672
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : ANESTHESIA & ANALGESIA MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$13,057,818
Expenses. Total of all expenses incurred2020-12-31$1,270,089
Benefits paid (including direct rollovers)2020-12-31$1,159,823
Total plan assets at end of year2020-12-31$59,059,237
Total plan assets at beginning of year2020-12-31$47,271,508
Value of fidelity bond covering the plan2020-12-31$1,200,000
Total contributions received or receivable from participants2020-12-31$910,328
Contributions received from other sources (not participants or employers)2020-12-31$610,646
Other income received2020-12-31$9,783,777
Net income (gross income less expenses)2020-12-31$11,787,729
Net plan assets at end of year (total assets less liabilities)2020-12-31$59,059,237
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$47,271,508
Assets. Value of participant loans2020-12-31$231,890
Assets. Value of assets in partnership/joint-venture interests2020-12-31$392,360
Assets. Value of real-estate (other than employer real property)2020-12-31$98,000
Total contributions received or receivable from employer(s)2020-12-31$1,753,067
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$110,266
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : ANESTHESIA & ANALGESIA MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$53,379
Total income from all sources2019-12-31$10,074,702
Expenses. Total of all expenses incurred2019-12-31$287,076
Benefits paid (including direct rollovers)2019-12-31$227,244
Total plan assets at end of year2019-12-31$47,271,508
Total plan assets at beginning of year2019-12-31$37,537,261
Value of fidelity bond covering the plan2019-12-31$1,200,000
Total contributions received or receivable from participants2019-12-31$1,001,031
Contributions received from other sources (not participants or employers)2019-12-31$211,304
Other income received2019-12-31$7,077,917
Net income (gross income less expenses)2019-12-31$9,787,626
Net plan assets at end of year (total assets less liabilities)2019-12-31$47,271,508
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$37,483,882
Assets. Value of participant loans2019-12-31$153,496
Assets. Value of assets in partnership/joint-venture interests2019-12-31$392,360
Assets. Value of real-estate (other than employer real property)2019-12-31$110,000
Total contributions received or receivable from employer(s)2019-12-31$1,784,450
Value of certain deemed distributions of participant loans2019-12-31$59,832
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : ANESTHESIA & ANALGESIA MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$53,379
Total plan liabilities at beginning of year2018-12-31$34,631
Total income from all sources2018-12-31$1,219,716
Expenses. Total of all expenses incurred2018-12-31$7,869,899
Benefits paid (including direct rollovers)2018-12-31$7,818,601
Total plan assets at end of year2018-12-31$37,537,261
Total plan assets at beginning of year2018-12-31$44,168,696
Value of fidelity bond covering the plan2018-12-31$1,200,000
Total contributions received or receivable from participants2018-12-31$985,611
Assets. Value of loans (other than to participants)2018-12-31$0
Other income received2018-12-31$-1,518,594
Net income (gross income less expenses)2018-12-31$-6,650,183
Net plan assets at end of year (total assets less liabilities)2018-12-31$37,483,882
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$44,134,065
Assets. Value of participant loans2018-12-31$89,592
Assets. Value of assets in partnership/joint-venture interests2018-12-31$393,333
Assets. Value of real-estate (other than employer real property)2018-12-31$200,000
Total contributions received or receivable from employer(s)2018-12-31$1,752,699
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$51,298
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : ANESTHESIA & ANALGESIA MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$34,631
Total plan liabilities at beginning of year2017-12-31$526
Total income from all sources2017-12-31$9,151,812
Expenses. Total of all expenses incurred2017-12-31$4,039,243
Benefits paid (including direct rollovers)2017-12-31$4,005,114
Total plan assets at end of year2017-12-31$44,168,696
Total plan assets at beginning of year2017-12-31$39,022,022
Value of fidelity bond covering the plan2017-12-31$1,200,000
Total contributions received or receivable from participants2017-12-31$954,306
Assets. Value of loans (other than to participants)2017-12-31$266,000
Contributions received from other sources (not participants or employers)2017-12-31$118,630
Other income received2017-12-31$6,466,379
Net income (gross income less expenses)2017-12-31$5,112,569
Net plan assets at end of year (total assets less liabilities)2017-12-31$44,134,065
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$39,021,496
Assets. Value of participant loans2017-12-31$179,437
Assets. Value of assets in partnership/joint-venture interests2017-12-31$388,000
Assets. Value of real-estate (other than employer real property)2017-12-31$355,755
Total contributions received or receivable from employer(s)2017-12-31$1,612,497
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$34,129
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : ANESTHESIA & ANALGESIA MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$526
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$4,809,379
Expenses. Total of all expenses incurred2016-12-31$128,467
Benefits paid (including direct rollovers)2016-12-31$70,402
Total plan assets at end of year2016-12-31$39,022,022
Total plan assets at beginning of year2016-12-31$34,340,584
Value of fidelity bond covering the plan2016-12-31$1,200,000
Total contributions received or receivable from participants2016-12-31$923,738
Assets. Value of loans (other than to participants)2016-12-31$95,000
Contributions received from other sources (not participants or employers)2016-12-31$129,932
Other income received2016-12-31$2,028,340
Net income (gross income less expenses)2016-12-31$4,680,912
Net plan assets at end of year (total assets less liabilities)2016-12-31$39,021,496
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$34,340,584
Assets. Value of participant loans2016-12-31$210,576
Assets. Value of assets in partnership/joint-venture interests2016-12-31$377,000
Assets. Value of real-estate (other than employer real property)2016-12-31$342,755
Total contributions received or receivable from employer(s)2016-12-31$1,727,369
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$58,065
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : ANESTHESIA & ANALGESIA MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$2,579,147
Expenses. Total of all expenses incurred2015-12-31$482,889
Benefits paid (including direct rollovers)2015-12-31$452,997
Total plan assets at end of year2015-12-31$34,340,584
Total plan assets at beginning of year2015-12-31$32,244,326
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$874,687
Assets. Value of loans (other than to participants)2015-12-31$102,505
Contributions received from other sources (not participants or employers)2015-12-31$94,108
Other income received2015-12-31$-75,973
Net income (gross income less expenses)2015-12-31$2,096,258
Net plan assets at end of year (total assets less liabilities)2015-12-31$34,340,584
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$32,244,326
Assets. Value of participant loans2015-12-31$309,220
Assets. Value of assets in partnership/joint-venture interests2015-12-31$368,000
Assets. Value of real-estate (other than employer real property)2015-12-31$362,175
Total contributions received or receivable from employer(s)2015-12-31$1,686,325
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$29,892
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : ANESTHESIA & ANALGESIA MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$3,533,352
Expenses. Total of all expenses incurred2014-12-31$2,534,203
Benefits paid (including direct rollovers)2014-12-31$2,496,309
Total plan assets at end of year2014-12-31$32,244,326
Total plan assets at beginning of year2014-12-31$31,245,177
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$809,802
Assets. Value of loans (other than to participants)2014-12-31$106,509
Other income received2014-12-31$1,155,896
Net income (gross income less expenses)2014-12-31$999,149
Net plan assets at end of year (total assets less liabilities)2014-12-31$32,244,326
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$31,245,177
Assets. Value of participant loans2014-12-31$332,244
Assets. Value of assets in partnership/joint-venture interests2014-12-31$368,000
Assets. Value of real-estate (other than employer real property)2014-12-31$337,175
Total contributions received or receivable from employer(s)2014-12-31$1,567,654
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$37,894
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : ANESTHESIA & ANALGESIA MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$5,361,222
Expenses. Total of all expenses incurred2013-12-31$3,623,825
Benefits paid (including direct rollovers)2013-12-31$3,570,752
Total plan assets at end of year2013-12-31$31,245,177
Total plan assets at beginning of year2013-12-31$29,507,780
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$875,354
Assets. Value of loans (other than to participants)2013-12-31$110,319
Other income received2013-12-31$3,004,567
Net income (gross income less expenses)2013-12-31$1,737,397
Net plan assets at end of year (total assets less liabilities)2013-12-31$31,245,177
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$29,507,780
Assets. Value of participant loans2013-12-31$369,473
Assets. Value of assets in partnership/joint-venture interests2013-12-31$320,000
Assets. Value of real-estate (other than employer real property)2013-12-31$540,211
Total contributions received or receivable from employer(s)2013-12-31$1,481,301
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$53,073
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : ANESTHESIA & ANALGESIA MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$5,063,782
Expenses. Total of all expenses incurred2012-12-31$3,151,176
Benefits paid (including direct rollovers)2012-12-31$3,127,494
Total plan assets at end of year2012-12-31$29,507,780
Total plan assets at beginning of year2012-12-31$27,595,174
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$838,565
Assets. Value of loans (other than to participants)2012-12-31$129,159
Contributions received from other sources (not participants or employers)2012-12-31$112,580
Other income received2012-12-31$2,558,132
Net income (gross income less expenses)2012-12-31$1,912,606
Net plan assets at end of year (total assets less liabilities)2012-12-31$29,507,780
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$27,595,174
Assets. Value of participant loans2012-12-31$135,712
Assets. Value of assets in partnership/joint-venture interests2012-12-31$280,000
Assets. Value of real-estate (other than employer real property)2012-12-31$586,882
Total contributions received or receivable from employer(s)2012-12-31$1,554,505
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$23,682
2011 : ANESTHESIA & ANALGESIA MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$4,126,158
Expenses. Total of all expenses incurred2011-12-31$1,761,882
Benefits paid (including direct rollovers)2011-12-31$1,735,116
Total plan assets at end of year2011-12-31$27,595,174
Total plan assets at beginning of year2011-12-31$25,230,898
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$864,691
Assets. Value of loans (other than to participants)2011-12-31$173,277
Contributions received from other sources (not participants or employers)2011-12-31$1,913,691
Other income received2011-12-31$-151,963
Net income (gross income less expenses)2011-12-31$2,364,276
Net plan assets at end of year (total assets less liabilities)2011-12-31$27,595,174
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$25,230,898
Assets. Value of participant loans2011-12-31$116,671
Assets. Value of assets in partnership/joint-venture interests2011-12-31$260,000
Assets. Value of real-estate (other than employer real property)2011-12-31$608,755
Total contributions received or receivable from employer(s)2011-12-31$1,499,739
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$26,766
2010 : ANESTHESIA & ANALGESIA MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$4,394,881
Expenses. Total of all expenses incurred2010-12-31$871,755
Benefits paid (including direct rollovers)2010-12-31$839,024
Total plan assets at end of year2010-12-31$25,230,898
Total plan assets at beginning of year2010-12-31$21,707,772
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$821,236
Assets. Value of loans (other than to participants)2010-12-31$95,000
Other income received2010-12-31$2,084,734
Net income (gross income less expenses)2010-12-31$3,523,126
Net plan assets at end of year (total assets less liabilities)2010-12-31$25,230,898
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$21,707,772
Assets. Value of participant loans2010-12-31$67,335
Assets. Value of assets in partnership/joint-venture interests2010-12-31$300,000
Assets. Value of real-estate (other than employer real property)2010-12-31$874,755
Total contributions received or receivable from employer(s)2010-12-31$1,488,911
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$32,731

Form 5500 Responses for ANESTHESIA & ANALGESIA MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN

2023: ANESTHESIA & ANALGESIA MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: ANESTHESIA & ANALGESIA MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ANESTHESIA & ANALGESIA MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 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 filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
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: ANESTHESIA & ANALGESIA MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 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
2019: ANESTHESIA & ANALGESIA MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ANESTHESIA & ANALGESIA MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ANESTHESIA & ANALGESIA MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ANESTHESIA & ANALGESIA MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 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 – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ANESTHESIA & ANALGESIA MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
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 – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ANESTHESIA & ANALGESIA MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 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 – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ANESTHESIA & ANALGESIA MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 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 – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ANESTHESIA & ANALGESIA MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 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 – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ANESTHESIA & ANALGESIA MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
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 – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ANESTHESIA & ANALGESIA MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number52138
Policy instance 1
Insurance contract or identification number52138
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $29
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
Amount paid for insurance broker fees29
Additional information about fees paid to insurance brokerTPA FORUM COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number52138
Policy instance 1
Insurance contract or identification number52138
Number of Individuals Covered6
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $57
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees57
Additional information about fees paid to insurance brokerTPA FORUM COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number52138
Policy instance 1
Insurance contract or identification number52138
Number of Individuals Covered6
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $49
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
Amount paid for insurance broker fees49
Additional information about fees paid to insurance brokerTPA FORUM COMPENSATION
Insurance broker organization code?5
Insurance broker nameJORDAN & ASSOCIATES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number52138
Policy instance 1
Insurance contract or identification number52138
Number of Individuals Covered6
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $38
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 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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
Amount paid for insurance broker fees38
Additional information about fees paid to insurance brokerTPA FORUM COMPENSATION
Insurance broker organization code?5
Insurance broker nameJORDAN & ASSOCIATES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number52138
Policy instance 1
Insurance contract or identification number52138
Number of Individuals Covered6
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $43
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 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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
Amount paid for insurance broker fees43
Additional information about fees paid to insurance brokerTPA FORUM COMPENSATION
Insurance broker organization code?5
Insurance broker nameJORDAN & ASSOCIATES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number52138
Policy instance 1
Insurance contract or identification number52138
Number of Individuals Covered7
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $144
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 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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
Amount paid for insurance broker fees144
Additional information about fees paid to insurance brokerTPA FORUM COMPENSATION
Insurance broker organization code?5
Insurance broker nameJORDAN & ASSOCIATES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number52138
Policy instance 1
Insurance contract or identification number52138
Number of Individuals Covered8
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $249
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 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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
Amount paid for insurance broker fees249
Additional information about fees paid to insurance brokerTPA FORUM COMPENSATION
Insurance broker organization code?5
Insurance broker nameJORDAN & ASSOCIATES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number52138
Policy instance 1
Insurance contract or identification number52138
Number of Individuals Covered9
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 $4,427
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 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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number52138
Policy instance 1
Insurance contract or identification number52138
Number of Individuals Covered9
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $345
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 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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
Amount paid for insurance broker fees345
Additional information about fees paid to insurance brokerTPA FORUM COMPENSATION
Insurance broker organization code?5
Insurance broker nameJORDAN & ASSOCIATES

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