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GONZAGA PREPARATORY SCHOOL PENSION TRUST 401k Plan overview

Plan NameGONZAGA PREPARATORY SCHOOL PENSION TRUST
Plan identification number 001

GONZAGA PREPARATORY SCHOOL PENSION TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Life insurance

401k Sponsoring company profile

GONZAGA PREPARATORY SCHOOL has sponsored the creation of one or more 401k plans.

Company Name:GONZAGA PREPARATORY SCHOOL
Employer identification number (EIN):910639299
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GONZAGA PREPARATORY SCHOOL PENSION TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01MARLIS PETERSEN SPAWN2021-06-16 MARLIS PETERSEN SPAWN2021-06-16
0012019-01-01MARLIS PETERSEN SPAWN2020-03-25 MARLIS PETERSEN SPAWN2020-03-25
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01MARLIS PETERSEN SPAWN
0012013-01-01MARLIS PETERSEN SPAWN
0012012-01-01MARLIS PETERSEN SPAWN
0012011-01-01MARLIS PETERSEN SPAWN
0012010-01-01MOLLY PHILOPANT
0012009-01-01MOLLY PHILOPANT

Plan Statistics for GONZAGA PREPARATORY SCHOOL PENSION TRUST

401k plan membership statisitcs for GONZAGA PREPARATORY SCHOOL PENSION TRUST

Measure Date Value
2022: GONZAGA PREPARATORY SCHOOL PENSION TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-0199
Total number of active participants reported on line 7a of the Form 55002022-01-0191
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-017
Total of all active and inactive participants2022-01-0198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0198
Number of participants with account balances2022-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-014
2021: GONZAGA PREPARATORY SCHOOL PENSION TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01106
Total number of active participants reported on line 7a of the Form 55002021-01-0190
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-019
Total of all active and inactive participants2021-01-0199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0199
Number of participants with account balances2021-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: GONZAGA PREPARATORY SCHOOL PENSION TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01103
Total number of active participants reported on line 7a of the Form 55002020-01-0195
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0110
Total of all active and inactive participants2020-01-01106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01106
Number of participants with account balances2020-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: GONZAGA PREPARATORY SCHOOL PENSION TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01102
Total number of active participants reported on line 7a of the Form 55002019-01-0188
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0113
Total of all active and inactive participants2019-01-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01102
Number of participants with account balances2019-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: GONZAGA PREPARATORY SCHOOL PENSION TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01104
Total number of active participants reported on line 7a of the Form 55002018-01-0190
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-0190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0190
Number of participants with account balances2018-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: GONZAGA PREPARATORY SCHOOL PENSION TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01105
Total number of active participants reported on line 7a of the Form 55002017-01-0191
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-0191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0191
Number of participants with account balances2017-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: GONZAGA PREPARATORY SCHOOL PENSION TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01106
Total number of active participants reported on line 7a of the Form 55002016-01-0191
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0110
Total of all active and inactive participants2016-01-01101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01101
Number of participants with account balances2016-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: GONZAGA PREPARATORY SCHOOL PENSION TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01102
Total number of active participants reported on line 7a of the Form 55002015-01-0193
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0111
Total of all active and inactive participants2015-01-01105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01105
Number of participants with account balances2015-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: GONZAGA PREPARATORY SCHOOL PENSION TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01104
Total number of active participants reported on line 7a of the Form 55002014-01-0191
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-016
Total of all active and inactive participants2014-01-0198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0198
Number of participants with account balances2014-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: GONZAGA PREPARATORY SCHOOL PENSION TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01101
Total number of active participants reported on line 7a of the Form 55002013-01-0192
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-018
Total of all active and inactive participants2013-01-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01102
Number of participants with account balances2013-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: GONZAGA PREPARATORY SCHOOL PENSION TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01108
Total number of active participants reported on line 7a of the Form 55002012-01-0190
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0111
Total of all active and inactive participants2012-01-01101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01101
Number of participants with account balances2012-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: GONZAGA PREPARATORY SCHOOL PENSION TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01107
Total number of active participants reported on line 7a of the Form 55002011-01-0196
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-0110
Total of all active and inactive participants2011-01-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01108
Number of participants with account balances2011-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: GONZAGA PREPARATORY SCHOOL PENSION TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-01111
Total number of active participants reported on line 7a of the Form 55002010-01-0193
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-0111
Total of all active and inactive participants2010-01-01105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01105
Number of participants with account balances2010-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012
2009: GONZAGA PREPARATORY SCHOOL PENSION TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01111
Total number of active participants reported on line 7a of the Form 55002009-01-0196
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0115
Total of all active and inactive participants2009-01-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01111
Number of participants with account balances2009-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on GONZAGA PREPARATORY SCHOOL PENSION TRUST

Measure Date Value
2022 : GONZAGA PREPARATORY SCHOOL PENSION TRUST 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-2,046,809
Expenses. Total of all expenses incurred2022-12-31$1,366,578
Benefits paid (including direct rollovers)2022-12-31$1,333,905
Total plan assets at end of year2022-12-31$13,056,404
Total plan assets at beginning of year2022-12-31$16,469,791
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$454,074
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$1,171
Other income received2022-12-31$-2,792,052
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-3,413,387
Net plan assets at end of year (total assets less liabilities)2022-12-31$13,056,404
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$16,469,791
Assets. Value of participant loans2022-12-31$76,146
Total contributions received or receivable from employer(s)2022-12-31$289,998
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$32,673
2021 : GONZAGA PREPARATORY SCHOOL PENSION TRUST 2021 401k financial data
Transfers to/from the plan2021-12-31$2,048
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$3,000,905
Expenses. Total of all expenses incurred2021-12-31$1,119,463
Benefits paid (including direct rollovers)2021-12-31$1,106,382
Total plan assets at end of year2021-12-31$16,469,791
Total plan assets at beginning of year2021-12-31$14,586,301
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$403,885
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$2,324,675
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$1,881,442
Net plan assets at end of year (total assets less liabilities)2021-12-31$16,469,791
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$14,586,301
Assets. Value of participant loans2021-12-31$55,308
Total contributions received or receivable from employer(s)2021-12-31$272,345
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$13,081
2020 : GONZAGA PREPARATORY SCHOOL PENSION TRUST 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total income from all sources2020-12-31$3,122,502
Expenses. Total of all expenses incurred2020-12-31$322,494
Benefits paid (including direct rollovers)2020-12-31$321,510
Total plan assets at end of year2020-12-31$14,586,301
Total plan assets at beginning of year2020-12-31$11,786,293
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$359,014
Contributions received from other sources (not participants or employers)2020-12-31$288,831
Other income received2020-12-31$2,219,992
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$2,800,008
Net plan assets at end of year (total assets less liabilities)2020-12-31$14,586,301
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$11,786,293
Assets. Value of participant loans2020-12-31$89,716
Total contributions received or receivable from employer(s)2020-12-31$254,665
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$984
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : GONZAGA PREPARATORY SCHOOL PENSION TRUST 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total income from all sources2019-12-31$2,773,308
Expenses. Total of all expenses incurred2019-12-31$1,428,585
Benefits paid (including direct rollovers)2019-12-31$1,427,247
Total plan assets at end of year2019-12-31$11,786,293
Total plan assets at beginning of year2019-12-31$10,441,570
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$340,874
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$2,178,313
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$1,344,723
Net plan assets at end of year (total assets less liabilities)2019-12-31$11,786,293
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$10,441,570
Assets. Value of participant loans2019-12-31$127,346
Total contributions received or receivable from employer(s)2019-12-31$254,121
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$1,338
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : GONZAGA PREPARATORY SCHOOL PENSION TRUST 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total income from all sources2018-12-31$-160,886
Expenses. Total of all expenses incurred2018-12-31$2,595,439
Benefits paid (including direct rollovers)2018-12-31$2,594,417
Total plan assets at end of year2018-12-31$10,441,570
Total plan assets at beginning of year2018-12-31$13,197,895
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$316,803
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-721,504
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-2,756,325
Net plan assets at end of year (total assets less liabilities)2018-12-31$10,441,570
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$13,197,895
Assets. Value of participant loans2018-12-31$69,541
Total contributions received or receivable from employer(s)2018-12-31$243,815
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$1,022
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : GONZAGA PREPARATORY SCHOOL PENSION TRUST 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total income from all sources2017-12-31$2,506,443
Expenses. Total of all expenses incurred2017-12-31$2,052,159
Benefits paid (including direct rollovers)2017-12-31$2,051,179
Total plan assets at end of year2017-12-31$13,197,895
Total plan assets at beginning of year2017-12-31$12,743,611
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$323,722
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$1,936
Other income received2017-12-31$1,938,288
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$454,284
Net plan assets at end of year (total assets less liabilities)2017-12-31$13,197,895
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$12,743,611
Assets. Value of participant loans2017-12-31$36,424
Total contributions received or receivable from employer(s)2017-12-31$242,497
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$980
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : GONZAGA PREPARATORY SCHOOL PENSION TRUST 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total income from all sources2016-12-31$1,550,973
Expenses. Total of all expenses incurred2016-12-31$2,697,316
Benefits paid (including direct rollovers)2016-12-31$2,695,747
Total plan assets at end of year2016-12-31$12,743,611
Total plan assets at beginning of year2016-12-31$13,889,954
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$332,857
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$969,046
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$-1,146,343
Net plan assets at end of year (total assets less liabilities)2016-12-31$12,743,611
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$13,889,954
Assets. Value of participant loans2016-12-31$46,849
Total contributions received or receivable from employer(s)2016-12-31$249,070
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$665
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$904
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : GONZAGA PREPARATORY SCHOOL PENSION TRUST 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total income from all sources2015-12-31$775,688
Expenses. Total of all expenses incurred2015-12-31$877,559
Benefits paid (including direct rollovers)2015-12-31$872,549
Total plan assets at end of year2015-12-31$13,889,954
Total plan assets at beginning of year2015-12-31$13,991,825
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$359,037
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$336,314
Other income received2015-12-31$-174,779
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-101,871
Net plan assets at end of year (total assets less liabilities)2015-12-31$13,889,954
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$13,991,825
Assets. Value of participant loans2015-12-31$73,870
Total contributions received or receivable from employer(s)2015-12-31$255,116
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$3,630
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$1,380
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : GONZAGA PREPARATORY SCHOOL PENSION TRUST 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total income from all sources2014-12-31$1,212,522
Expenses. Total of all expenses incurred2014-12-31$1,374,489
Benefits paid (including direct rollovers)2014-12-31$1,373,213
Total plan assets at end of year2014-12-31$13,991,825
Total plan assets at beginning of year2014-12-31$14,153,792
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$397,464
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$817
Other income received2014-12-31$566,312
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$-161,967
Net plan assets at end of year (total assets less liabilities)2014-12-31$13,991,825
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$14,153,792
Assets. Value of participant loans2014-12-31$99,911
Total contributions received or receivable from employer(s)2014-12-31$247,929
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$1,276
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : GONZAGA PREPARATORY SCHOOL PENSION TRUST 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total income from all sources2013-12-31$2,710,537
Expenses. Total of all expenses incurred2013-12-31$959,028
Benefits paid (including direct rollovers)2013-12-31$957,335
Total plan assets at end of year2013-12-31$14,153,792
Total plan assets at beginning of year2013-12-31$12,402,283
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$403,385
Expenses. Other expenses not covered elsewhere2013-12-31$111
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$2,056,963
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$1,751,509
Net plan assets at end of year (total assets less liabilities)2013-12-31$14,153,792
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$12,402,283
Assets. Value of participant loans2013-12-31$151,167
Total contributions received or receivable from employer(s)2013-12-31$250,189
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$1,582
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : GONZAGA PREPARATORY SCHOOL PENSION TRUST 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total income from all sources2012-12-31$2,096,723
Expenses. Total of all expenses incurred2012-12-31$1,789,415
Benefits paid (including direct rollovers)2012-12-31$1,785,608
Total plan assets at end of year2012-12-31$12,402,283
Total plan assets at beginning of year2012-12-31$12,094,975
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$409,088
Expenses. Other expenses not covered elsewhere2012-12-31$146
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$1,442,634
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$307,308
Net plan assets at end of year (total assets less liabilities)2012-12-31$12,402,283
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$12,094,975
Assets. Value of participant loans2012-12-31$213,575
Total contributions received or receivable from employer(s)2012-12-31$245,001
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$3,661
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : GONZAGA PREPARATORY SCHOOL PENSION TRUST 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total income from all sources2011-12-31$233,905
Expenses. Total of all expenses incurred2011-12-31$291,436
Benefits paid (including direct rollovers)2011-12-31$290,343
Total plan assets at end of year2011-12-31$12,094,975
Total plan assets at beginning of year2011-12-31$12,152,506
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$428,134
Expenses. Other expenses not covered elsewhere2011-12-31$240
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-445,913
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$-57,531
Net plan assets at end of year (total assets less liabilities)2011-12-31$12,094,975
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$12,152,506
Assets. Value of participant loans2011-12-31$225,710
Total contributions received or receivable from employer(s)2011-12-31$251,684
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$853
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : GONZAGA PREPARATORY SCHOOL PENSION TRUST 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$2,264,903
Expenses. Total of all expenses incurred2010-12-31$1,424,543
Benefits paid (including direct rollovers)2010-12-31$1,421,272
Total plan assets at end of year2010-12-31$12,152,506
Total plan assets at beginning of year2010-12-31$11,312,146
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$415,445
Expenses. Other expenses not covered elsewhere2010-12-31$241
Contributions received from other sources (not participants or employers)2010-12-31$95,340
Other income received2010-12-31$1,498,354
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$840,360
Net plan assets at end of year (total assets less liabilities)2010-12-31$12,152,506
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$11,312,146
Assets. Value of participant loans2010-12-31$142,478
Total contributions received or receivable from employer(s)2010-12-31$255,764
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$3,030
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : GONZAGA PREPARATORY SCHOOL PENSION TRUST 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 GONZAGA PREPARATORY SCHOOL PENSION TRUST

2022: GONZAGA PREPARATORY SCHOOL PENSION TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: GONZAGA PREPARATORY SCHOOL PENSION TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: GONZAGA PREPARATORY SCHOOL PENSION TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: GONZAGA PREPARATORY SCHOOL PENSION TRUST 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: GONZAGA PREPARATORY SCHOOL PENSION TRUST 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: GONZAGA PREPARATORY SCHOOL PENSION TRUST 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: GONZAGA PREPARATORY SCHOOL PENSION TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: GONZAGA PREPARATORY SCHOOL PENSION TRUST 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: GONZAGA PREPARATORY SCHOOL PENSION TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: GONZAGA PREPARATORY SCHOOL PENSION TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: GONZAGA PREPARATORY SCHOOL PENSION TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: GONZAGA PREPARATORY SCHOOL PENSION TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: GONZAGA PREPARATORY SCHOOL PENSION TRUST 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 – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: GONZAGA PREPARATORY SCHOOL PENSION TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number50801
Policy instance 1
Insurance contract or identification number50801
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-06-14
Total amount of fees paid to insurance companyUSD $3,268
Are there contracts with allocated funds for individual policies?0
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
Amount paid for insurance broker fees3148
Additional information about fees paid to insurance brokerPLAN DES AND ADMIN
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number50801
Policy instance 1
Insurance contract or identification number50801
Number of Individuals Covered91
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $6,702
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedGROUP ANNUITY
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees6702
Additional information about fees paid to insurance brokerPLAN DESIGN AND ADMINISTRATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number50801
Policy instance 1
Insurance contract or identification number50801
Number of Individuals Covered88
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $6,723
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedGROUP ANNUITY
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees6723
Additional information about fees paid to insurance brokerPLAN DESIGN AND ADMINISTRATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number50801
Policy instance 1
Insurance contract or identification number50801
Number of Individuals Covered89
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $7,214
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedGROUP ANNUITY
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees7214
Additional information about fees paid to insurance brokerPLAN DESIGN AND ADMINISTRATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number50801
Policy instance 1
Insurance contract or identification number50801
Number of Individuals Covered87
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $11,360
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedGROUP ANNUITY
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees11360
Additional information about fees paid to insurance brokerPLAN DESIGN AND ADMINISTRATION
Insurance broker organization code?5
Insurance broker namePOWERS STROMBERG PENSION CONSULTING
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number50801
Policy instance 1
Insurance contract or identification number50801
Number of Individuals Covered92
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $12,147
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedGROUP ANNUITY
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees12147
Additional information about fees paid to insurance brokerPLAN DESIGN AND ADMINISTRATION
Insurance broker organization code?5
Insurance broker namePOWERS STROMBERG PENSION CONSULTING
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number50801
Policy instance 1
Insurance contract or identification number50801
Number of Individuals Covered94
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $11,985
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedGROUP ANNUITY
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees11985
Additional information about fees paid to insurance brokerPLAN DESIGN AND ADMINISTRATION
Insurance broker organization code?5
Insurance broker namePOWERS STROMBERG PENSION CONSULTING
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number005937639
Policy instance 2
Insurance contract or identification number005937639
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?Yes
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 BenefitYes
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
Insurance broker organization code?3
Insurance broker nameSYPHER JAMES EDWARD
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number50801
Policy instance 1
Insurance contract or identification number50801
Number of Individuals Covered97
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $17,513
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedGROUP ANNUITY
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees17511
Additional information about fees paid to insurance brokerPLAN DESIGN AND ADMINISTRATION
Insurance broker organization code?5
Insurance broker nameFIDELITY MANAGEMENT & RESEARCH CO
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number005937639
Policy instance 2
Insurance contract or identification number005937639
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $34
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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 BenefitYes
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 $34
Insurance broker organization code?3
Insurance broker nameMARK POWERS
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number50801
Policy instance 1
Insurance contract or identification number50801
Number of Individuals Covered98
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5,857
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedGROUP ANNUITY
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees5857
Additional information about fees paid to insurance brokerPLAN DESIGN AND ADMINISTRATION
Insurance broker organization code?5
Insurance broker nameNAS PENSION CONSULTING, INC.
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number005937639
Policy instance 2
Insurance contract or identification number005937639
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $34
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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 BenefitYes
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 $34
Insurance broker organization code?3
Insurance broker nameMARK POWERS
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number014086
Policy instance 2
Insurance contract or identification number014086
Number of Individuals Covered2
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $41
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number50801
Policy instance 1
Insurance contract or identification number50801
Number of Individuals Covered100
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $13,215
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedGROUP ANNUITY
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 number50801
Policy instance 1
Insurance contract or identification number50801
Number of Individuals Covered100
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $8,163
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedGROUP ANNUITY
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees8143
Additional information about fees paid to insurance brokerPLAN DESIGN AND ADMINISTRATION
Insurance broker organization code?5
Insurance broker nameBLACKROCK INVESTMENT MANAGEMENT, LL
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number014086
Policy instance 2
Insurance contract or identification number014086
Number of Individuals Covered2
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $41
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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 BenefitYes
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 $41
Insurance broker organization code?3
Insurance broker nameMARK POWERS

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