401k Plan data: WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST plan

WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST
Plan identification number	001

WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

WHEATLAND INSURANCE CENTER INC. has sponsored the creation of one or more 401k plans.

Company Name: WHEATLAND INSURANCE CENTER INC.

Employer identification number (EIN): 930563533

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01 MICHAEL COREY 2023-06-14
001 2021-01-01 KAREN GIPSON 2022-04-24
001 2020-01-01 KAREN GIPSON 2021-04-20
001 2019-01-01 KAREN GIPSON 2020-05-06
001 2018-01-01
001 2018-01-01 KAREN GIPSON 2019-04-10
001 2017-01-01
001 2016-01-01 LESLIE K. HUNKAPILLAR
001 2015-01-01 LESLIE K. HUNKAPILLAR
001 2014-01-01 LESLIE K. HUNKAPILLAR
001 2013-01-01 LESLIE K. HUNKAPILLAR LESLIE K. HUNKAPILLAR 2014-07-09
001 2012-01-01 LESLIE K. HUNKAPILLAR LESLIE K. HUNKAPILLAR 2013-07-24
001 2011-01-01 LESLIE K. HUNKAPILLAR LESLIE K. HUNKAPILLAR 2012-07-26
001 2010-01-01 JERALD L. LEWIS JERALD L. LEWIS 2011-07-14
001 2009-01-01 JERALD L. LEWIS JERALD L. LEWIS 2010-07-08
001 2009-01-01 JERALD L. LEWIS JERALD L. LEWIS 2010-07-08

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01	MICHAEL COREY	2023-06-14
001	2021-01-01	KAREN GIPSON	2022-04-24
001	2020-01-01	KAREN GIPSON	2021-04-20
001	2019-01-01	KAREN GIPSON	2020-05-06
001	2018-01-01
001	2018-01-01	KAREN GIPSON	2019-04-10
001	2017-01-01
001	2016-01-01	LESLIE K. HUNKAPILLAR
001	2015-01-01	LESLIE K. HUNKAPILLAR
001	2014-01-01	LESLIE K. HUNKAPILLAR
001	2013-01-01	LESLIE K. HUNKAPILLAR		LESLIE K. HUNKAPILLAR	2014-07-09
001	2012-01-01	LESLIE K. HUNKAPILLAR		LESLIE K. HUNKAPILLAR	2013-07-24
001	2011-01-01	LESLIE K. HUNKAPILLAR		LESLIE K. HUNKAPILLAR	2012-07-26
001	2010-01-01	JERALD L. LEWIS		JERALD L. LEWIS	2011-07-14
001	2009-01-01	JERALD L. LEWIS		JERALD L. LEWIS	2010-07-08
001	2009-01-01	JERALD L. LEWIS		JERALD L. LEWIS	2010-07-08

Plan Statistics for WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST

Measure Date Value
2022: WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 64
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 48
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 19
Total of all active and inactive participants 2022-01-01 68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 68
Number of participants with account balances 2022-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 9
2021: WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 59
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 52
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 9
Total of all active and inactive participants 2021-01-01 62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 62
Number of participants with account balances 2021-01-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 59
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 49
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 11
Total of all active and inactive participants 2020-01-01 60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 60
Number of participants with account balances 2020-01-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 3
2019: WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 59
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 52
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 6
Total of all active and inactive participants 2019-01-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 58
Number of participants with account balances 2019-01-01 52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 2
2018: WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 54
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 50
Number of other retired or separated participants entitled to future benefits 2018-01-01 8
Total of all active and inactive participants 2018-01-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 58
Number of participants with account balances 2018-01-01 53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2017: WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 48
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 43
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 4
Total of all active and inactive participants 2017-01-01 48
Total participants 2017-01-01 48
Number of participants with account balances 2017-01-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 46
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 40
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 4
Total of all active and inactive participants 2016-01-01 45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 45
Number of participants with account balances 2016-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 48
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 42
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 2
Total of all active and inactive participants 2015-01-01 45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 45
Number of participants with account balances 2015-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 45
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 44
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 2
Total of all active and inactive participants 2014-01-01 47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 47
Number of participants with account balances 2014-01-01 44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 43
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 44
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 47
Number of participants with account balances 2013-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 49
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 45
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 3
Total of all active and inactive participants 2012-01-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 49
Number of participants with account balances 2012-01-01 43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 47
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 46
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 3
Total of all active and inactive participants 2011-01-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 49
Number of participants with account balances 2011-01-01 43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 45
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 44
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 44
Number of participants with account balances 2010-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 39
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 43
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 44
Number of participants with account balances 2009-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	64
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	48
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	19
Total of all active and inactive participants	2022-01-01	68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	68
Number of participants with account balances	2022-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	9
2021: WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	59
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	52
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	9
Total of all active and inactive participants	2021-01-01	62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	62
Number of participants with account balances	2021-01-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	59
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	49
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	11
Total of all active and inactive participants	2020-01-01	60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	60
Number of participants with account balances	2020-01-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	3
2019: WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	59
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	52
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	6
Total of all active and inactive participants	2019-01-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	58
Number of participants with account balances	2019-01-01	52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	2
2018: WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	54
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	50
Number of other retired or separated participants entitled to future benefits	2018-01-01	8
Total of all active and inactive participants	2018-01-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	58
Number of participants with account balances	2018-01-01	53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2017: WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	48
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	43
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	4
Total of all active and inactive participants	2017-01-01	48
Total participants	2017-01-01	48
Number of participants with account balances	2017-01-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	46
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	40
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	4
Total of all active and inactive participants	2016-01-01	45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	45
Number of participants with account balances	2016-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	48
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	42
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	2
Total of all active and inactive participants	2015-01-01	45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	45
Number of participants with account balances	2015-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	45
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	44
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	2
Total of all active and inactive participants	2014-01-01	47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	47
Number of participants with account balances	2014-01-01	44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	43
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	44
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	47
Number of participants with account balances	2013-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	49
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	45
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	3
Total of all active and inactive participants	2012-01-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	49
Number of participants with account balances	2012-01-01	43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	47
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	46
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	3
Total of all active and inactive participants	2011-01-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	49
Number of participants with account balances	2011-01-01	43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	45
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	44
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	44
Number of participants with account balances	2010-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	39
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	43
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	44
Number of participants with account balances	2009-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2022 : WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total income from all sources	2022-12-31	$-395,169
Expenses. Total of all expenses incurred	2022-12-31	$121,803
Benefits paid (including direct rollovers)	2022-12-31	$116,451
Total plan assets at end of year	2022-12-31	$5,658,917
Total plan assets at beginning of year	2022-12-31	$6,175,889
Value of fidelity bond covering the plan	2022-12-31	$565,892
Total contributions received or receivable from participants	2022-12-31	$208,686
Expenses. Other expenses not covered elsewhere	2022-12-31	$3,274
Other income received	2022-12-31	$-677,200
Net income (gross income less expenses)	2022-12-31	$-516,972
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$5,658,917
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$6,175,889
Assets. Value of participant loans	2022-12-31	$49,281
Total contributions received or receivable from employer(s)	2022-12-31	$73,345
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$2,078
2021 : WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2021 401k financial data
Total income from all sources	2021-12-31	$664,394
Expenses. Total of all expenses incurred	2021-12-31	$97,967
Benefits paid (including direct rollovers)	2021-12-31	$91,960
Total plan assets at end of year	2021-12-31	$6,175,889
Total plan assets at beginning of year	2021-12-31	$5,609,462
Value of fidelity bond covering the plan	2021-12-31	$617,589
Total contributions received or receivable from participants	2021-12-31	$225,301
Expenses. Other expenses not covered elsewhere	2021-12-31	$5,230
Other income received	2021-12-31	$403,418
Net income (gross income less expenses)	2021-12-31	$566,427
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$6,175,889
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$5,609,462
Assets. Value of participant loans	2021-12-31	$49,404
Total contributions received or receivable from employer(s)	2021-12-31	$35,675
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$777
2020 : WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2020 401k financial data
Total income from all sources	2020-12-31	$954,276
Expenses. Total of all expenses incurred	2020-12-31	$775,287
Benefits paid (including direct rollovers)	2020-12-31	$768,318
Total plan assets at end of year	2020-12-31	$5,609,462
Total plan assets at beginning of year	2020-12-31	$5,430,473
Value of fidelity bond covering the plan	2020-12-31	$561,000
Total contributions received or receivable from participants	2020-12-31	$244,246
Expenses. Other expenses not covered elsewhere	2020-12-31	$6,247
Other income received	2020-12-31	$666,491
Net income (gross income less expenses)	2020-12-31	$178,989
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$5,609,462
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$5,430,473
Assets. Value of participant loans	2020-12-31	$70,530
Total contributions received or receivable from employer(s)	2020-12-31	$43,539
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$722
2019 : WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2019 401k financial data
Total income from all sources	2019-12-31	$969,994
Expenses. Total of all expenses incurred	2019-12-31	$483,136
Benefits paid (including direct rollovers)	2019-12-31	$477,172
Total plan assets at end of year	2019-12-31	$5,430,473
Total plan assets at beginning of year	2019-12-31	$4,943,615
Value of fidelity bond covering the plan	2019-12-31	$544,000
Total contributions received or receivable from participants	2019-12-31	$248,545
Expenses. Other expenses not covered elsewhere	2019-12-31	$5,164
Other income received	2019-12-31	$679,856
Net income (gross income less expenses)	2019-12-31	$486,858
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$5,430,473
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$4,943,615
Assets. Value of participant loans	2019-12-31	$84,046
Total contributions received or receivable from employer(s)	2019-12-31	$41,593
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$800
2018 : WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$151,367
Expenses. Total of all expenses incurred	2018-12-31	$126,363
Benefits paid (including direct rollovers)	2018-12-31	$121,955
Total plan assets at end of year	2018-12-31	$4,943,615
Total plan assets at beginning of year	2018-12-31	$4,918,610
Value of fidelity bond covering the plan	2018-12-31	$495,000
Total contributions received or receivable from participants	2018-12-31	$286,466
Expenses. Other expenses not covered elsewhere	2018-12-31	$3,854
Contributions received from other sources (not participants or employers)	2018-12-31	$2,251
Other income received	2018-12-31	$-213,180
Net income (gross income less expenses)	2018-12-31	$25,004
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$4,943,615
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$4,918,610
Assets. Value of participant loans	2018-12-31	$86,087
Total contributions received or receivable from employer(s)	2018-12-31	$75,830
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$554
2017 : WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$795,391
Expenses. Total of all expenses incurred	2017-12-31	$261,171
Benefits paid (including direct rollovers)	2017-12-31	$260,753
Total plan assets at end of year	2017-12-31	$4,918,610
Total plan assets at beginning of year	2017-12-31	$4,384,390
Value of fidelity bond covering the plan	2017-12-31	$495,000
Total contributions received or receivable from participants	2017-12-31	$285,698
Other income received	2017-12-31	$468,767
Net income (gross income less expenses)	2017-12-31	$534,220
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$4,918,610
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$4,384,390
Assets. Value of participant loans	2017-12-31	$109,465
Total contributions received or receivable from employer(s)	2017-12-31	$40,926
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$418
2016 : WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$568,898
Expenses. Total of all expenses incurred	2016-12-31	$162,120
Benefits paid (including direct rollovers)	2016-12-31	$161,672
Total plan assets at end of year	2016-12-31	$4,384,390
Total plan assets at beginning of year	2016-12-31	$3,977,612
Value of fidelity bond covering the plan	2016-12-31	$400,000
Total contributions received or receivable from participants	2016-12-31	$278,543
Expenses. Other expenses not covered elsewhere	2016-12-31	$448
Other income received	2016-12-31	$252,406
Net income (gross income less expenses)	2016-12-31	$406,778
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$4,384,390
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$3,977,612
Assets. Value of participant loans	2016-12-31	$110,035
Total contributions received or receivable from employer(s)	2016-12-31	$37,949
2015 : WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$339,432
Expenses. Total of all expenses incurred	2015-12-31	$609,197
Benefits paid (including direct rollovers)	2015-12-31	$608,813
Total plan assets at end of year	2015-12-31	$3,977,612
Total plan assets at beginning of year	2015-12-31	$4,247,377
Value of fidelity bond covering the plan	2015-12-31	$450,000
Total contributions received or receivable from participants	2015-12-31	$308,688
Other income received	2015-12-31	$-6,829
Net income (gross income less expenses)	2015-12-31	$-269,765
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,977,612
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$4,247,377
Assets. Value of participant loans	2015-12-31	$95,478
Total contributions received or receivable from employer(s)	2015-12-31	$37,573
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$384
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$440,468
Expenses. Total of all expenses incurred	2014-12-31	$4,646
Benefits paid (including direct rollovers)	2014-12-31	$4,302
Total plan assets at end of year	2014-12-31	$4,247,377
Total plan assets at beginning of year	2014-12-31	$3,811,555
Value of fidelity bond covering the plan	2014-12-31	$450,000
Total contributions received or receivable from participants	2014-12-31	$300,927
Other income received	2014-12-31	$119,441
Net income (gross income less expenses)	2014-12-31	$435,822
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$4,247,377
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,811,555
Assets. Value of participant loans	2014-12-31	$88,955
Total contributions received or receivable from employer(s)	2014-12-31	$20,100
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$344
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$719,844
Expenses. Total of all expenses incurred	2013-12-31	$34,553
Benefits paid (including direct rollovers)	2013-12-31	$34,271
Total plan assets at end of year	2013-12-31	$3,811,555
Total plan assets at beginning of year	2013-12-31	$3,126,264
Value of fidelity bond covering the plan	2013-12-31	$400,000
Total contributions received or receivable from participants	2013-12-31	$307,258
Other income received	2013-12-31	$392,896
Net income (gross income less expenses)	2013-12-31	$685,291
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,811,555
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,126,264
Assets. Value of participant loans	2013-12-31	$91,759
Total contributions received or receivable from employer(s)	2013-12-31	$19,690
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$282
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$564,168
Expenses. Total of all expenses incurred	2012-12-31	$315
Benefits paid (including direct rollovers)	2012-12-31	$75
Total plan assets at end of year	2012-12-31	$3,126,264
Total plan assets at beginning of year	2012-12-31	$2,562,411
Value of fidelity bond covering the plan	2012-12-31	$320,000
Total contributions received or receivable from participants	2012-12-31	$286,936
Noncash contributions received	2012-12-31	$257,232
Net income (gross income less expenses)	2012-12-31	$563,853
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,126,264
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,562,411
Assets. Value of participant loans	2012-12-31	$87,932
Total contributions received or receivable from employer(s)	2012-12-31	$20,000
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$240
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$237,805
Expenses. Total of all expenses incurred	2011-12-31	$5,451
Benefits paid (including direct rollovers)	2011-12-31	$5,317
Total plan assets at end of year	2011-12-31	$2,562,411
Total plan assets at beginning of year	2011-12-31	$2,330,057
Value of fidelity bond covering the plan	2011-12-31	$260,000
Total contributions received or receivable from participants	2011-12-31	$254,515
Contributions received from other sources (not participants or employers)	2011-12-31	$1,527
Other income received	2011-12-31	$-36,337
Net income (gross income less expenses)	2011-12-31	$232,354
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,562,411
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,330,057
Assets. Value of participant loans	2011-12-31	$84,226
Total contributions received or receivable from employer(s)	2011-12-31	$18,100
Value of certain deemed distributions of participant loans	2011-12-31	$134
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$562,372
Expenses. Total of all expenses incurred	2010-12-31	$32,213
Benefits paid (including direct rollovers)	2010-12-31	$31,023
Total plan assets at end of year	2010-12-31	$2,330,057
Total plan assets at beginning of year	2010-12-31	$1,799,898
Value of fidelity bond covering the plan	2010-12-31	$235,000
Total contributions received or receivable from participants	2010-12-31	$375,729
Other income received	2010-12-31	$169,495
Net income (gross income less expenses)	2010-12-31	$530,159
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,330,057
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,799,898
Assets. Value of participant loans	2010-12-31	$18,049
Total contributions received or receivable from employer(s)	2010-12-31	$17,148
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$1,190
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST

2022: WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	Yes
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: WHEATLAND INSURANCE CENTER 401K PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

98607

Policy instance

Insurance contract or identification number	98607
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $15,123
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	Yes
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 fees	14003
Additional information about fees paid to insurance broker	OTHER ALLOWANCES
Insurance broker organization code?	4

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

Policy contract number

98607

Policy instance

Insurance contract or identification number	98607
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $15,682
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	Yes
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 fees	14521
Additional information about fees paid to insurance broker	OTHER ALLOWANCES
Insurance broker organization code?	4

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

Policy contract number

98607

Policy instance

Insurance contract or identification number	98607
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $14,742
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	Yes
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 fees	13650
Additional information about fees paid to insurance broker	OTHER ALLOWANCES
Insurance broker organization code?	4

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

Policy contract number

98607

Policy instance

Insurance contract or identification number	98607
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $13,533
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	Yes
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 fees	12531
Additional information about fees paid to insurance broker	OTHER ALLOWANCES
Insurance broker organization code?	4

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

Policy contract number

98607

Policy instance

Insurance contract or identification number	98607
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $13,281
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	Yes
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 fees	12297
Additional information about fees paid to insurance broker	OTHER ALLOWANCES
Insurance broker organization code?	4

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

Policy contract number

98607

Policy instance

Insurance contract or identification number	98607
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $6
Total amount of fees paid to insurance company	USD $3,519
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	Yes
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $6
Amount paid for insurance broker fees	3519
Additional information about fees paid to insurance broker	OTHER ALLOWANCES
Insurance broker organization code?	4
Insurance broker name	EDWARD D. JONES & COMPANY

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Company Name:	WHEATLAND INSURANCE CENTER INC.
Employer identification number (EIN):	930563533
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages