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MIDSOUTH BANCORP, INC. 401(K) PLAN 401k Plan overview

Plan NameMIDSOUTH BANCORP, INC. 401(K) PLAN
Plan identification number 002

MIDSOUTH BANCORP, INC. 401(K) PLAN 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.

401k Sponsoring company profile

THE ADMINISTRATIVE COMMITTEE C/O HANCOCK WHITNEY has sponsored the creation of one or more 401k plans.

Company Name:THE ADMINISTRATIVE COMMITTEE C/O HANCOCK WHITNEY
Employer identification number (EIN):720995175
NAIC Classification:522110
NAIC Description:Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MIDSOUTH BANCORP, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-01-01MICHELE CHAFFIN2021-10-05 MICHELE CHAFFIN2021-10-05
0022020-01-01MICHELE CHAFFIN2021-10-04 MICHELE CHAFFIN2021-10-04
0022019-01-01MONIQUE H. BRADBERRY2020-10-13 MONIQUE H. BRADBERRY2020-10-13
0022018-01-01MONIQUE H. BRADBERRY2019-10-07 MONIQUE H. BRADBERRY2019-10-07
0022018-01-01MONIQUE H. BRADBERRY2020-10-12 MONIQUE H. BRADBERRY2020-10-12
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01
0022013-01-01
0022012-01-01MICHAEL T. LEATHERMAN MICHAEL T. LEATHERMAN2013-10-07
0022011-01-01MICHAEL T. LEATHERMAN MICHAEL T. LEATHERMAN2012-10-11
0022010-01-01MICHAEL T. LEATHERMAN MICHAEL T. LEATHERMAN2011-09-30
0022009-01-01MICHAEL T. LEATHERMAN MICHAEL T. LEATHERMAN2010-09-24

Plan Statistics for MIDSOUTH BANCORP, INC. 401(K) PLAN

401k plan membership statisitcs for MIDSOUTH BANCORP, INC. 401(K) PLAN

Measure Date Value
2021: MIDSOUTH BANCORP, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01250
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: MIDSOUTH BANCORP, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01276
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01250
Total of all active and inactive participants2020-01-01250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01250
Number of participants with account balances2020-01-01250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MIDSOUTH BANCORP, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01529
Total number of active participants reported on line 7a of the Form 55002019-01-01217
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01346
Total of all active and inactive participants2019-01-01563
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01563
Number of participants with account balances2019-01-01276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01116
2018: MIDSOUTH BANCORP, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01532
Total number of active participants reported on line 7a of the Form 55002018-01-01377
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0199
Total of all active and inactive participants2018-01-01476
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01476
Number of participants with account balances2018-01-01322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0126
2017: MIDSOUTH BANCORP, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01603
Total number of active participants reported on line 7a of the Form 55002017-01-01428
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0180
Total of all active and inactive participants2017-01-01508
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01508
Number of participants with account balances2017-01-01306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0133
2016: MIDSOUTH BANCORP, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01605
Total number of active participants reported on line 7a of the Form 55002016-01-01472
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0172
Total of all active and inactive participants2016-01-01544
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01544
Number of participants with account balances2016-01-01313
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0113
2015: MIDSOUTH BANCORP, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01631
Total number of active participants reported on line 7a of the Form 55002015-01-01486
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0173
Total of all active and inactive participants2015-01-01559
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01559
Number of participants with account balances2015-01-01330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0124
2014: MIDSOUTH BANCORP, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01663
Total number of active participants reported on line 7a of the Form 55002014-01-01503
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0192
Total of all active and inactive participants2014-01-01595
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01595
Number of participants with account balances2014-01-01338
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0125
2013: MIDSOUTH BANCORP, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01646
Total number of active participants reported on line 7a of the Form 55002013-01-01554
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0160
Total of all active and inactive participants2013-01-01614
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01614
Number of participants with account balances2013-01-01337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0117
2012: MIDSOUTH BANCORP, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01522
Total number of active participants reported on line 7a of the Form 55002012-01-01405
Number of other retired or separated participants entitled to future benefits2012-01-0152
Total of all active and inactive participants2012-01-01457
Total participants2012-01-01457
Number of participants with account balances2012-01-01251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-018
2011: MIDSOUTH BANCORP, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01455
Total number of active participants reported on line 7a of the Form 55002011-01-01391
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0182
Total of all active and inactive participants2011-01-01473
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01473
Number of participants with account balances2011-01-01256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0122
2010: MIDSOUTH BANCORP, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01489
Total number of active participants reported on line 7a of the Form 55002010-01-01353
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0169
Total of all active and inactive participants2010-01-01422
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01422
Number of participants with account balances2010-01-01263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0112
2009: MIDSOUTH BANCORP, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01478
Total number of active participants reported on line 7a of the Form 55002009-01-01386
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01120
Total of all active and inactive participants2009-01-01506
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01506
Number of participants with account balances2009-01-01328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0125

Financial Data on MIDSOUTH BANCORP, INC. 401(K) PLAN

Measure Date Value
2021 : MIDSOUTH BANCORP, INC. 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-02-17$201,848
Total of all expenses incurred2021-02-17$5,025,784
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-02-17$5,025,784
Value of total assets at end of year2021-02-17$0
Value of total assets at beginning of year2021-02-17$4,823,936
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-02-17$0
Total interest from all sources2021-02-17$17
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-02-17Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-02-17$0
Was this plan covered by a fidelity bond2021-02-17Yes
Value of fidelity bond cover2021-02-17$1,000,000
If this is an individual account plan, was there a blackout period2021-02-17Yes
Were there any nonexempt tranactions with any party-in-interest2021-02-17No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-02-17No
Value of net income/loss2021-02-17$-4,823,936
Value of net assets at end of year (total assets less liabilities)2021-02-17$0
Value of net assets at beginning of year (total assets less liabilities)2021-02-17$4,823,936
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-02-17No
Were any loans by the plan or fixed income obligations due to the plan in default2021-02-17No
Were any leases to which the plan was party in default or uncollectible2021-02-17No
Value of interest in pooled separate accounts at end of year2021-02-17$0
Value of interest in pooled separate accounts at beginning of year2021-02-17$4,770,414
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-02-17$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-02-17$37,141
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-02-17$37,141
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-02-17$17
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-02-17$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-02-17$16,381
Net investment gain/loss from pooled separate accounts2021-02-17$201,831
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-02-17No
Was there a failure to transmit to the plan any participant contributions2021-02-17No
Has the plan failed to provide any benefit when due under the plan2021-02-17No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-02-17$5,025,784
Contract administrator fees2021-02-17$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-02-17Yes
Did the plan have assets held for investment2021-02-17Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-02-17No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-02-17Yes
Opinion of an independent qualified public accountant for this plan2021-02-17Disclaimer
Accountancy firm name2021-02-17POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN2021-02-17721202445
2020 : MIDSOUTH BANCORP, INC. 401(K) PLAN 2020 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$15,126
Total income from all sources (including contributions)2020-12-31$685,794
Total of all expenses incurred2020-12-31$1,877,970
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,877,970
Value of total corrective distributions2020-12-31$0
Value of total assets at end of year2020-12-31$4,823,936
Value of total assets at beginning of year2020-12-31$6,031,238
Total interest from all sources2020-12-31$185
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Participant contributions at beginning of year2020-12-31$2,086
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$15,126
Other income not declared elsewhere2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-1,192,176
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,823,936
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,016,112
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$4,770,414
Value of interest in pooled separate accounts at beginning of year2020-12-31$6,012,956
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$37,141
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$185
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$16,381
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$16,196
Net investment gain/loss from pooled separate accounts2020-12-31$685,609
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,877,970
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 name2020-12-31POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN2020-12-31721202445
2019 : MIDSOUTH BANCORP, INC. 401(K) PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$15,126
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$15,126
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$539
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$539
Total income from all sources (including contributions)2019-12-31$2,767,110
Total income from all sources (including contributions)2019-12-31$2,767,110
Total of all expenses incurred2019-12-31$4,435,166
Total of all expenses incurred2019-12-31$4,435,166
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,435,166
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,435,166
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,317,950
Value of total assets at end of year2019-12-31$6,031,238
Value of total assets at end of year2019-12-31$6,031,238
Value of total assets at beginning of year2019-12-31$7,684,707
Value of total assets at beginning of year2019-12-31$7,684,707
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$656
Total interest from all sources2019-12-31$656
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31Yes
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-12-31$0
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$717,398
Participant contributions at end of year2019-12-31$2,086
Participant contributions at end of year2019-12-31$2,086
Participant contributions at beginning of year2019-12-31$2,086
Participant contributions at beginning of year2019-12-31$2,086
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$182,201
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$182,201
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$15,126
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$539
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$539
Other income not declared elsewhere2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$-1,668,056
Value of net income/loss2019-12-31$-1,668,056
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,016,112
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,016,112
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,684,168
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,684,168
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$6,012,956
Value of interest in pooled separate accounts at end of year2019-12-31$6,012,956
Value of interest in pooled separate accounts at beginning of year2019-12-31$7,587,370
Value of interest in pooled separate accounts at beginning of year2019-12-31$7,587,370
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$656
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$656
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$16,196
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$16,196
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$74,224
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$74,224
Net investment gain/loss from pooled separate accounts2019-12-31$1,448,504
Net investment gain/loss from pooled separate accounts2019-12-31$1,448,504
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$418,351
Contributions received in cash from employer2019-12-31$418,351
Employer contributions (assets) at beginning of year2019-12-31$21,027
Employer contributions (assets) at beginning of year2019-12-31$21,027
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,435,166
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,435,166
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31POSTLETHWAITE & NETTERVILLE
Accountancy firm name2019-12-31POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN2019-12-31721202445
Accountancy firm EIN2019-12-31721202445
2018 : MIDSOUTH BANCORP, INC. 401(K) PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$539
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$160
Total income from all sources (including contributions)2018-12-31$1,538,890
Total of all expenses incurred2018-12-31$3,011,719
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,011,719
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,037,683
Value of total assets at end of year2018-12-31$7,684,707
Value of total assets at beginning of year2018-12-31$9,157,157
Total interest from all sources2018-12-31$905
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$790,903
Participant contributions at end of year2018-12-31$2,086
Participant contributions at beginning of year2018-12-31$37,876
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$980,759
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$539
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$160
Other income not declared elsewhere2018-12-31$64
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,472,829
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,684,168
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$9,156,997
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$7,587,370
Value of interest in pooled separate accounts at beginning of year2018-12-31$8,822,213
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$905
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$74,224
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$285,381
Net investment gain/loss from pooled separate accounts2018-12-31$-499,762
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$266,021
Employer contributions (assets) at end of year2018-12-31$21,027
Employer contributions (assets) at beginning of year2018-12-31$11,687
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,011,719
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31KOLDER, SLAVEN & COMPANY
Accountancy firm EIN2018-12-31721369868
2017 : MIDSOUTH BANCORP, INC. 401(K) PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$160
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$127
Total income from all sources (including contributions)2017-12-31$2,700,786
Total of all expenses incurred2017-12-31$1,895,149
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,849,767
Value of total corrective distributions2017-12-31$45,382
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,336,206
Value of total assets at end of year2017-12-31$9,157,157
Value of total assets at beginning of year2017-12-31$8,351,487
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$1,741
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$842,415
Participant contributions at end of year2017-12-31$37,876
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$252,639
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$160
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$127
Other income not declared elsewhere2017-12-31$1,783
Administrative expenses (other) incurred2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$805,637
Value of net assets at end of year (total assets less liabilities)2017-12-31$9,156,997
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,351,360
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$8,822,213
Value of interest in pooled separate accounts at beginning of year2017-12-31$7,999,991
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,741
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$285,381
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$291,496
Net investment gain/loss from pooled separate accounts2017-12-31$1,361,056
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$241,152
Employer contributions (assets) at end of year2017-12-31$11,687
Employer contributions (assets) at beginning of year2017-12-31$60,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,849,767
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31KOLDER, SLAVEN & COMPANY
Accountancy firm EIN2017-12-31721369868
2016 : MIDSOUTH BANCORP, INC. 401(K) PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$127
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$588
Total income from all sources (including contributions)2016-12-31$1,464,281
Total of all expenses incurred2016-12-31$991,678
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$953,278
Value of total corrective distributions2016-12-31$38,400
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$907,807
Value of total assets at end of year2016-12-31$8,351,487
Value of total assets at beginning of year2016-12-31$7,879,345
Total interest from all sources2016-12-31$1,211
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$10,000,000
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$818,523
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$29,284
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$127
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$588
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$472,603
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,351,360
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,878,757
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 pooled separate accounts at end of year2016-12-31$7,999,991
Value of interest in pooled separate accounts at beginning of year2016-12-31$7,569,534
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,211
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$291,496
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$249,811
Net investment gain/loss from pooled separate accounts2016-12-31$555,263
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 contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$60,000
Employer contributions (assets) at end of year2016-12-31$60,000
Employer contributions (assets) at beginning of year2016-12-31$60,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$953,278
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 name2016-12-31KOLDER, CHAMPAGNE, SLAVEN & COMPANY
Accountancy firm EIN2016-12-31721369868
2015 : MIDSOUTH BANCORP, INC. 401(K) PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$588
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,228
Total income from all sources (including contributions)2015-12-31$1,317,700
Total loss/gain on sale of assets2015-12-31$471,192
Total of all expenses incurred2015-12-31$506,928
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$503,717
Value of total corrective distributions2015-12-31$3,211
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,393,229
Value of total assets at end of year2015-12-31$7,879,345
Value of total assets at beginning of year2015-12-31$7,069,213
Total interest from all sources2015-12-31$568
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$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$841,252
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$491,977
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$588
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$1,228
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$810,772
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,878,757
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,067,985
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 pooled separate accounts at end of year2015-12-31$7,569,534
Value of interest in pooled separate accounts at beginning of year2015-12-31$6,791,578
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$568
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$249,811
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$217,635
Net investment gain/loss from pooled separate accounts2015-12-31$-547,289
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 contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$60,000
Employer contributions (assets) at end of year2015-12-31$60,000
Employer contributions (assets) at beginning of year2015-12-31$60,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$503,717
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
Aggregate proceeds on sale of assets2015-12-31$1,919,334
Aggregate carrying amount (costs) on sale of assets2015-12-31$1,448,142
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 name2015-12-31KOLDER, CHAMPAGNE, SLAVEN & COMPANY
Accountancy firm EIN2015-12-31721369868
2014 : MIDSOUTH BANCORP, INC. 401(K) PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,228
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,467
Total income from all sources (including contributions)2014-12-31$1,500,053
Total loss/gain on sale of assets2014-12-31$166,498
Total of all expenses incurred2014-12-31$570,689
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$570,689
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,180,496
Value of total assets at end of year2014-12-31$7,069,213
Value of total assets at beginning of year2014-12-31$6,140,088
Total interest from all sources2014-12-31$631
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$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$744,829
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$375,667
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$2,040
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$1,228
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$1,467
Other income not declared elsewhere2014-12-31$201
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
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$929,364
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,067,985
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,138,621
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 pooled separate accounts at end of year2014-12-31$6,791,578
Value of interest in pooled separate accounts at beginning of year2014-12-31$5,890,766
Interest earned on other investments2014-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$631
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$217,635
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$189,302
Net investment gain/loss from pooled separate accounts2014-12-31$152,227
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 contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$60,000
Employer contributions (assets) at end of year2014-12-31$60,000
Employer contributions (assets) at beginning of year2014-12-31$60,020
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$568,649
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
Aggregate proceeds on sale of assets2014-12-31$954,856
Aggregate carrying amount (costs) on sale of assets2014-12-31$788,358
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 name2014-12-31KOLDER, CHAMPAGNE, SLAVEN & COMPANY
Accountancy firm EIN2014-12-31721369868
2013 : MIDSOUTH BANCORP, INC. 401(K) PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,467
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,467
Total income from all sources (including contributions)2013-12-31$1,752,567
Total loss/gain on sale of assets2013-12-31$84,668
Total of all expenses incurred2013-12-31$224,268
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$224,268
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$833,780
Value of total assets at end of year2013-12-31$6,140,088
Value of total assets at beginning of year2013-12-31$4,611,789
Total interest from all sources2013-12-31$696
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$600,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$689,727
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$84,033
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$948
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$1,467
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$1,467
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$1,528,299
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,138,621
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,610,322
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 pooled separate accounts at end of year2013-12-31$5,890,766
Value of interest in pooled separate accounts at beginning of year2013-12-31$4,387,498
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$696
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$189,302
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$190,916
Net investment gain/loss from pooled separate accounts2013-12-31$833,423
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$60,020
Employer contributions (assets) at end of year2013-12-31$60,020
Employer contributions (assets) at beginning of year2013-12-31$33,375
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$223,320
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
Aggregate proceeds on sale of assets2013-12-31$340,009
Aggregate carrying amount (costs) on sale of assets2013-12-31$255,341
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 name2013-12-31KOLDER, CHAMPAGNE, SLAVEN & COMPANY
Accountancy firm EIN2013-12-31721369868
2012 : MIDSOUTH BANCORP, INC. 401(K) PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,467
Total income from all sources (including contributions)2012-12-31$1,021,910
Total loss/gain on sale of assets2012-12-31$123,617
Total of all expenses incurred2012-12-31$367,669
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$367,669
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$531,276
Value of total assets at end of year2012-12-31$4,611,789
Value of total assets at beginning of year2012-12-31$3,956,081
Total interest from all sources2012-12-31$2,009
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$600,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$463,204
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$34,697
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$2,955
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$1,467
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$654,241
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,610,322
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,956,081
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 pooled separate accounts at end of year2012-12-31$4,387,498
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,756,669
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$2,009
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$190,916
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$167,925
Net investment gain/loss from pooled separate accounts2012-12-31$365,008
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 contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$33,375
Employer contributions (assets) at end of year2012-12-31$33,375
Employer contributions (assets) at beginning of year2012-12-31$31,487
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$364,714
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
Aggregate proceeds on sale of assets2012-12-31$618,234
Aggregate carrying amount (costs) on sale of assets2012-12-31$494,617
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 name2012-12-31KOLDER, CHAMPAGNE, SLAVEN & COMPANY
Accountancy firm EIN2012-12-31721369868
2011 : MIDSOUTH BANCORP, INC. 401(K) PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$331,278
Total loss/gain on sale of assets2011-12-31$171,025
Total of all expenses incurred2011-12-31$761,418
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$761,418
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$458,938
Value of total assets at end of year2011-12-31$3,956,081
Value of total assets at beginning of year2011-12-31$4,386,221
Total interest from all sources2011-12-31$2,478
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$600,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$417,278
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$10,173
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$1,658
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-430,140
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,956,081
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,386,221
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
Value of interest in pooled separate accounts at end of year2011-12-31$3,756,669
Value of interest in pooled separate accounts at beginning of year2011-12-31$4,205,772
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$2,478
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$167,925
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$180,449
Net investment gain/loss from pooled separate accounts2011-12-31$-301,163
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 contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$31,487
Employer contributions (assets) at end of year2011-12-31$31,487
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$759,760
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
Aggregate proceeds on sale of assets2011-12-31$990,750
Aggregate carrying amount (costs) on sale of assets2011-12-31$819,725
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 name2011-12-31KOLDER, CHAMPAGNE, SLAVEN & COMPANY
Accountancy firm EIN2011-12-31721369868
2010 : MIDSOUTH BANCORP, INC. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$963,234
Total loss/gain on sale of assets2010-12-31$67,172
Total of all expenses incurred2010-12-31$341,704
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$340,538
Value of total corrective distributions2010-12-31$1,166
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$456,751
Value of total assets at end of year2010-12-31$4,386,221
Value of total assets at beginning of year2010-12-31$3,764,691
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$4,753
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$600,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$410,085
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$46,666
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$4,848
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$621,530
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,386,221
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,764,691
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$4,205,772
Value of interest in pooled separate accounts at beginning of year2010-12-31$3,628,767
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$4,753
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$180,449
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$135,924
Net investment gain/loss from pooled separate accounts2010-12-31$434,558
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$335,690
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$441,691
Aggregate carrying amount (costs) on sale of assets2010-12-31$374,519
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31KOLDER, CHAMPAGNE, SLAVEN & COMPANY
Accountancy firm EIN2010-12-31721369868

Form 5500 Responses for MIDSOUTH BANCORP, INC. 401(K) PLAN

2021: MIDSOUTH BANCORP, INC. 401(K) 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 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 - TrustYes
2020: MIDSOUTH BANCORP, INC. 401(K) 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 - TrustYes
2019: MIDSOUTH BANCORP, INC. 401(K) 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 - TrustYes
2018: MIDSOUTH BANCORP, INC. 401(K) 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 - TrustYes
2017: MIDSOUTH BANCORP, INC. 401(K) 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 - TrustYes
2016: MIDSOUTH BANCORP, INC. 401(K) 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 - TrustYes
2015: MIDSOUTH BANCORP, INC. 401(K) 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 - TrustYes
2014: MIDSOUTH BANCORP, INC. 401(K) 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 - TrustYes
2013: MIDSOUTH BANCORP, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
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: MIDSOUTH BANCORP, INC. 401(K) 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 - TrustYes
2011: MIDSOUTH BANCORP, INC. 401(K) 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 - TrustYes
2010: MIDSOUTH BANCORP, INC. 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MIDSOUTH BANCORP, INC. 401(K) 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 - 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 number54848
Policy instance 1
Insurance contract or identification number54848
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2021-02-17
Total amount of commissions paid to insurance brokerUSD $3,880
Commission paid to Insurance BrokerUSD $3,880
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number54848
Policy instance 1
Insurance contract or identification number54848
Number of Individuals Covered250
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $25,240
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $25,240
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number54848
Policy instance 1
Insurance contract or identification number54848
Number of Individuals Covered313
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $41,298
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $41,298
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number54848
Policy instance 1
Insurance contract or identification number54848
Number of Individuals Covered385
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $40,635
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $40,635
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number54848
Policy instance 1
Insurance contract or identification number54848
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $45,156
Total amount of fees paid to insurance companyUSD $0
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 $43,847
Insurance broker organization code?3
Insurance broker nameBROUSSARD, POCHE, LLP
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number54848
Policy instance 1
Insurance contract or identification number54848
Number of Individuals Covered361
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $38,371
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $38,371
Insurance broker organization code?3
Insurance broker nameROYAL ALLIANCE ASSOCIATES, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number54848
Policy instance 1
Insurance contract or identification number54848
Number of Individuals Covered367
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $33,264
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $33,264
Insurance broker organization code?3
Insurance broker nameROYAL ALLIANCE ASSOCIATES, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number54848
Policy instance 1
Insurance contract or identification number54848
Number of Individuals Covered369
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $25,857
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $25,857
Insurance broker organization code?3
Insurance broker nameROYAL ALLIANCE ASSOCIATES, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number54848
Policy instance 1
Insurance contract or identification number54848
Number of Individuals Covered313
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $21,029
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $21,029
Insurance broker organization code?3
Insurance broker nameROYAL ALLIANCE ASSOCIATES, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number54848
Policy instance 1
Insurance contract or identification number54848
Number of Individuals Covered262
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $21,308
Total amount of fees paid to insurance companyUSD $1,984
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number54848
Policy instance 1
Insurance contract or identification number54848
Number of Individuals Covered283
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $19,233
Total amount of fees paid to insurance companyUSD $1,621
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $19,233
Insurance broker organization code?3
Amount paid for insurance broker fees1621
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATION
Insurance broker nameBROUSSARD, POCHE, LEWIS, AND BREAUX

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