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BRIDGE PROPERTY MANAGEMENT, L. C. 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameBRIDGE PROPERTY MANAGEMENT, L. C. 401(K) RETIREMENT PLAN
Plan identification number 001

BRIDGE PROPERTY MANAGEMENT, L. C. 401(K) RETIREMENT 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BRIDGE PROPERTY MANAGEMENT, L.C. has sponsored the creation of one or more 401k plans.

Company Name:BRIDGE PROPERTY MANAGEMENT, L.C.
Employer identification number (EIN):870645107
NAIC Classification:531110
NAIC Description:Lessors of Residential Buildings and Dwellings

Additional information about BRIDGE PROPERTY MANAGEMENT, L.C.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2000-02-07
Company Identification Number: 0706476223
Legal Registered Office Address: 111 E SEGO LILY DR STE 400

SANDY
United States of America (USA)
84070

More information about BRIDGE PROPERTY MANAGEMENT, L.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRIDGE PROPERTY MANAGEMENT, L. C. 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01TODD FEREDAY TODD FEREDAY2017-10-13
0012015-01-01TODD FEREDAY TODD FEREDAY2016-10-17
0012014-01-01RICHARD STAYNER RICHARD STAYNER2015-07-28
0012013-01-01RICHARD STAYNER RICHARD STAYNER2014-10-15
0012012-01-01SHARON KENNEDY, APA, QPA, QKA, ERPA
0012011-01-01SHARON KENNEDY, APA, QPA, QKA, ERPA
0012010-01-01SAMANTHA MORGAN-START SAMANTHA MORGAN-START2011-10-14
0012009-01-01SAMANTHA MORGAN-START SAMANTHA MORGAN-START2010-10-13

Plan Statistics for BRIDGE PROPERTY MANAGEMENT, L. C. 401(K) RETIREMENT PLAN

401k plan membership statisitcs for BRIDGE PROPERTY MANAGEMENT, L. C. 401(K) RETIREMENT PLAN

Measure Date Value
2016: BRIDGE PROPERTY MANAGEMENT, L. C. 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01971
Total number of active participants reported on line 7a of the Form 55002016-01-01576
Number of retired or separated participants receiving benefits2016-01-0120
Number of other retired or separated participants entitled to future benefits2016-01-01195
Total of all active and inactive participants2016-01-01791
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01791
Number of participants with account balances2016-01-01520
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-017
2015: BRIDGE PROPERTY MANAGEMENT, L. C. 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01919
Total number of active participants reported on line 7a of the Form 55002015-01-01632
Number of retired or separated participants receiving benefits2015-01-0118
Number of other retired or separated participants entitled to future benefits2015-01-01127
Total of all active and inactive participants2015-01-01777
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01777
Number of participants with account balances2015-01-01449
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: BRIDGE PROPERTY MANAGEMENT, L. C. 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01783
Total number of active participants reported on line 7a of the Form 55002014-01-01605
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-0180
Total of all active and inactive participants2014-01-01688
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01688
Number of participants with account balances2014-01-01301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: BRIDGE PROPERTY MANAGEMENT, L. C. 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01558
Total number of active participants reported on line 7a of the Form 55002013-01-01484
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-0133
Total of all active and inactive participants2013-01-01520
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01520
Number of participants with account balances2013-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: BRIDGE PROPERTY MANAGEMENT, L. C. 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01277
Total number of active participants reported on line 7a of the Form 55002012-01-01368
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0127
Total of all active and inactive participants2012-01-01395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01395
Number of participants with account balances2012-01-01226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BRIDGE PROPERTY MANAGEMENT, L. C. 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01329
Total number of active participants reported on line 7a of the Form 55002011-01-01247
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0130
Total of all active and inactive participants2011-01-01277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01277
Number of participants with account balances2011-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: BRIDGE PROPERTY MANAGEMENT, L. C. 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01275
Total number of active participants reported on line 7a of the Form 55002010-01-01249
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0110
Total of all active and inactive participants2010-01-01259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01259
Number of participants with account balances2010-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: BRIDGE PROPERTY MANAGEMENT, L. C. 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01273
Total number of active participants reported on line 7a of the Form 55002009-01-01248
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0127
Total of all active and inactive participants2009-01-01275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01275
Number of participants with account balances2009-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on BRIDGE PROPERTY MANAGEMENT, L. C. 401(K) RETIREMENT PLAN

Measure Date Value
2016 : BRIDGE PROPERTY MANAGEMENT, L. C. 401(K) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$85,406
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$66,890
Total income from all sources (including contributions)2016-12-31$3,469,783
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,303,007
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,246,485
Expenses. Certain deemed distributions of participant loans2016-12-31$3,655
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,957,659
Value of total assets at end of year2016-12-31$8,935,802
Value of total assets at beginning of year2016-12-31$6,750,510
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$52,867
Total interest from all sources2016-12-31$6,434
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Administrative expenses professional fees incurred2016-12-31$11,025
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,715,903
Participant contributions at end of year2016-12-31$195,689
Participant contributions at beginning of year2016-12-31$147,519
Participant contributions at end of year2016-12-31$62,366
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$186,102
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$85,406
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$66,890
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$2,166,776
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,850,396
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,683,620
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
Investment advisory and management fees2016-12-31$21,326
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$8,091,742
Value of interest in pooled separate accounts at end of year2016-12-31$548,001
Value of interest in pooled separate accounts at beginning of year2016-12-31$6,602,991
Interest on participant loans2016-12-31$6,434
Net investment gain/loss from pooled separate accounts2016-12-31$505,690
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$1,055,654
Employer contributions (assets) at end of year2016-12-31$38,004
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,246,485
Contract administrator fees2016-12-31$20,516
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 name2016-12-31LARSON & COMPANY
Accountancy firm EIN2016-12-31870516083
2015 : BRIDGE PROPERTY MANAGEMENT, L. C. 401(K) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$66,890
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,372,375
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$361,334
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$317,106
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,490,856
Value of total assets at end of year2015-12-31$6,750,510
Value of total assets at beginning of year2015-12-31$4,672,579
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$44,228
Total interest from all sources2015-12-31$5,194
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Administrative expenses professional fees incurred2015-12-31$10,608
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,366,733
Participant contributions at end of year2015-12-31$147,519
Participant contributions at beginning of year2015-12-31$101,037
Participant contributions at beginning of year2015-12-31$128
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$252,471
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$66,890
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$2,011,041
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,683,620
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,672,579
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$6,602,991
Value of interest in pooled separate accounts at beginning of year2015-12-31$4,571,048
Interest on participant loans2015-12-31$5,194
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$238
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$238
Net investment gain/loss from pooled separate accounts2015-12-31$-123,675
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$871,652
Employer contributions (assets) at beginning of year2015-12-31$128
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$317,106
Contract administrator fees2015-12-31$33,620
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31LARSON & COMPANY
Accountancy firm EIN2015-12-31870516083
2014 : BRIDGE PROPERTY MANAGEMENT, L. C. 401(K) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,818,220
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$357,436
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$262,100
Value of total corrective distributions2014-12-31$67,054
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,651,057
Value of total assets at end of year2014-12-31$4,672,579
Value of total assets at beginning of year2014-12-31$3,211,795
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$28,282
Total interest from all sources2014-12-31$4,820
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Administrative expenses professional fees incurred2014-12-31$5,139
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$863,823
Participant contributions at end of year2014-12-31$101,037
Participant contributions at beginning of year2014-12-31$80,368
Participant contributions at end of year2014-12-31$128
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$194,827
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,460,784
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,672,579
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,211,795
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
Investment advisory and management fees2014-12-31$16,360
Value of interest in pooled separate accounts at end of year2014-12-31$4,571,048
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,131,427
Interest on participant loans2014-12-31$4,820
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$238
Net investment gain/loss from pooled separate accounts2014-12-31$162,343
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$592,407
Employer contributions (assets) at end of year2014-12-31$128
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$262,100
Contract administrator fees2014-12-31$6,783
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31KARREN, HENDRIZ, STAGG, ALLEN & CO.
Accountancy firm EIN2014-12-31870470666
2013 : BRIDGE PROPERTY MANAGEMENT, L. C. 401(K) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$903,336
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$206,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$172,308
Value of total corrective distributions2013-12-31$30,626
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$484,882
Value of total assets at end of year2013-12-31$3,211,795
Value of total assets at beginning of year2013-12-31$2,514,717
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,324
Total interest from all sources2013-12-31$5,887
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$1,332
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$308,191
Participant contributions at end of year2013-12-31$80,368
Participant contributions at beginning of year2013-12-31$112,095
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$176,691
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$697,078
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,211,795
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,514,717
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
Investment advisory and management fees2013-12-31$1,061
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,131,427
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,402,622
Interest on participant loans2013-12-31$5,887
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$412,567
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$172,308
Contract administrator fees2013-12-31$931
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31EIDE BAILLY LLP
Accountancy firm EIN2013-12-31450250958
2012 : BRIDGE PROPERTY MANAGEMENT, L. C. 401(K) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$522,995
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$154,710
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$127,822
Value of total corrective distributions2012-12-31$24,648
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$240,693
Value of total assets at end of year2012-12-31$2,514,717
Value of total assets at beginning of year2012-12-31$2,146,432
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,240
Total interest from all sources2012-12-31$7,309
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$240,592
Participant contributions at end of year2012-12-31$112,095
Participant contributions at beginning of year2012-12-31$95,399
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$25,752
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$101
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$368,285
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,514,717
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,146,432
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$2,402,622
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,025,281
Interest on participant loans2012-12-31$7,309
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$274,993
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$127,822
Contract administrator fees2012-12-31$2,240
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31EIDE BAILLY LLP
Accountancy firm EIN2012-12-31450250958
2011 : BRIDGE PROPERTY MANAGEMENT, L. C. 401(K) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$115,189
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$64,942
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$32,290
Value of total corrective distributions2011-12-31$30,509
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$214,309
Value of total assets at end of year2011-12-31$2,146,432
Value of total assets at beginning of year2011-12-31$2,096,185
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,143
Total interest from all sources2011-12-31$17,675
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$214,309
Participant contributions at end of year2011-12-31$95,399
Participant contributions at beginning of year2011-12-31$85,951
Participant contributions at end of year2011-12-31$25,752
Participant contributions at beginning of year2011-12-31$7,123
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$50,247
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,146,432
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,096,185
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$2,025,281
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,896,330
Interest on participant loans2011-12-31$3,717
Interest earned on other investments2011-12-31$13,958
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$106,781
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-116,795
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$32,290
Contract administrator fees2011-12-31$2,143
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31LAKE, HILL & MYERS
Accountancy firm EIN2011-12-31870491579
2010 : BRIDGE PROPERTY MANAGEMENT, L. C. 401(K) RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$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$468,634
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$237,351
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$226,423
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$204,584
Value of total assets at end of year2010-12-31$2,096,185
Value of total assets at beginning of year2010-12-31$1,864,902
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$10,928
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$10,124
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
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$0
Administrative expenses professional fees incurred2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$30,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Amount of non-exempt transactions with any party-in-interest2010-12-31$0
Contributions received from participants2010-12-31$198,855
Participant contributions at end of year2010-12-31$85,951
Participant contributions at beginning of year2010-12-31$33,903
Participant contributions at end of year2010-12-31$7,123
Participant contributions at beginning of year2010-12-31$548
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$1,599
Administrative expenses (other) incurred2010-12-31$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$231,283
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,096,185
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,864,902
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2010-12-31$0
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2010-12-31$0
Investment advisory and management fees2010-12-31$0
Value of interest in pooled separate accounts at end of year2010-12-31$1,896,330
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,693,028
Interest on participant loans2010-12-31$6,760
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$3,364
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$106,781
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$136,965
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$252,327
Net investment gain or loss from common/collective trusts2010-12-31$0
Net gain/loss from 103.12 investment entities2010-12-31$0
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$5,729
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$458
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$226,423
Contract administrator fees2010-12-31$10,928
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
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$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
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 name2010-12-31LAKE, HILL & MYERS
Accountancy firm EIN2010-12-31870491579
2009 : BRIDGE PROPERTY MANAGEMENT, L. C. 401(K) RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for BRIDGE PROPERTY MANAGEMENT, L. C. 401(K) RETIREMENT PLAN

2016: BRIDGE PROPERTY MANAGEMENT, L. C. 401(K) RETIREMENT 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: BRIDGE PROPERTY MANAGEMENT, L. C. 401(K) RETIREMENT 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: BRIDGE PROPERTY MANAGEMENT, L. C. 401(K) RETIREMENT 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: BRIDGE PROPERTY MANAGEMENT, L. C. 401(K) RETIREMENT 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: BRIDGE PROPERTY MANAGEMENT, L. C. 401(K) RETIREMENT 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: BRIDGE PROPERTY MANAGEMENT, L. C. 401(K) RETIREMENT 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: BRIDGE PROPERTY MANAGEMENT, L. C. 401(K) RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BRIDGE PROPERTY MANAGEMENT, L. C. 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
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 number99427
Policy instance 1
Insurance contract or identification number99427
Number of Individuals Covered542
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $26,832
Total amount of fees paid to insurance companyUSD $10,608
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?No
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
Commission paid to Insurance BrokerUSD $23,897
Insurance broker organization code?3
Amount paid for insurance broker fees10608
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameNATIONAL BENEFIT SERVICES, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number99427
Policy instance 1
Insurance contract or identification number99427
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $18,382
Total amount of fees paid to insurance companyUSD $5,139
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?No
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
Commission paid to Insurance BrokerUSD $16,360
Insurance broker organization code?3
Amount paid for insurance broker fees5137
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameT. ROWE PRICE
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number99427
Policy instance 1
Insurance contract or identification number99427
Number of Individuals Covered292
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $5,061
Total amount of fees paid to insurance companyUSD $1,332
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?No
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
Commission paid to Insurance BrokerUSD $1,290
Amount paid for insurance broker fees1332
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
Insurance broker nameMATTHEWS, GOLD, KENNEDY & SNOW
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number99427
Policy instance 1
Insurance contract or identification number99427
Number of Individuals Covered226
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $8,196
Total amount of fees paid to insurance companyUSD $1,750
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?No
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 $5,723
Amount paid for insurance broker fees1750
Additional information about fees paid to insurance brokerADMINISTRATION
Insurance broker organization code?5
Insurance broker nameAXA NETWORK, LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number444050
Policy instance 1
Insurance contract or identification number444050
Number of Individuals Covered0
Insurance policy start date2011-01-01
Insurance policy end date2011-01-10
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $136
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number99427
Policy instance 2
Insurance contract or identification number99427
Number of Individuals Covered214
Insurance policy start date2011-01-06
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $24,265
Total amount of fees paid to insurance companyUSD $1,529
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?No
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number444050
Policy instance 1
Insurance contract or identification number444050
Number of Individuals Covered259
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $4,252
Total amount of fees paid to insurance companyUSD $11
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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