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FUKUI MORTUARY, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameFUKUI MORTUARY, INC. PROFIT SHARING PLAN
Plan identification number 002

FUKUI MORTUARY, INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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

FUKUI MORTUARY, INC. has sponsored the creation of one or more 401k plans.

Company Name:FUKUI MORTUARY, INC.
Employer identification number (EIN):952087491
NAIC Classification:812210
NAIC Description:Funeral Homes and Funeral Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FUKUI MORTUARY, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01GERALD FUKUI2023-08-08
0022021-01-01GERALD FUKUI2022-10-06
0022020-01-01GERALD FUKUI2021-08-06
0022019-01-01GERALD FUKUI2020-08-18
0022018-01-01
0022017-01-01GERALD FUKUI
0022016-01-01GERALD FUKUI
0022015-01-01GERALD FUKUI
0022014-01-01GERALD FUKUI
0022013-01-01GERALD FUKUI
0022012-01-01GERALD FUKUI
0022011-01-01GERALD FUKUI
0022009-01-01GERALD FUKUI
0022009-01-01GERALD FUKUI

Plan Statistics for FUKUI MORTUARY, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for FUKUI MORTUARY, INC. PROFIT SHARING PLAN

Measure Date Value
2018: FUKUI MORTUARY, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0136
Total number of active participants reported on line 7a of the Form 55002018-01-0124
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-018
Total of all active and inactive participants2018-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0132
Number of participants with account balances2018-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: FUKUI MORTUARY, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0135
Total number of active participants reported on line 7a of the Form 55002017-01-0136
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 participants2017-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0136
Number of participants with account balances2017-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: FUKUI MORTUARY, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0132
Total number of active participants reported on line 7a of the Form 55002016-01-0135
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0135
Number of participants with account balances2016-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: FUKUI MORTUARY, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0128
Total number of active participants reported on line 7a of the Form 55002015-01-0132
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0132
Number of participants with account balances2015-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: FUKUI MORTUARY, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0128
Total number of active participants reported on line 7a of the Form 55002014-01-0128
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0128
Number of participants with account balances2014-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: FUKUI MORTUARY, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0126
Total number of active participants reported on line 7a of the Form 55002013-01-0128
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0128
Number of participants with account balances2013-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: FUKUI MORTUARY, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0127
Total number of active participants reported on line 7a of the Form 55002012-01-0126
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0126
Number of participants with account balances2012-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: FUKUI MORTUARY, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0127
Total number of active participants reported on line 7a of the Form 55002011-01-0127
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0127
Number of participants with account balances2011-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: FUKUI MORTUARY, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0124
Total number of active participants reported on line 7a of the Form 55002009-01-0125
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0125
Number of participants with account balances2009-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on FUKUI MORTUARY, INC. PROFIT SHARING PLAN

Measure Date Value
2018 : FUKUI MORTUARY, INC. PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-140,128
Expenses. Total of all expenses incurred2018-12-31$63,978
Benefits paid (including direct rollovers)2018-12-31$63,978
Total plan assets at end of year2018-12-31$3,609,476
Total plan assets at beginning of year2018-12-31$3,813,582
Value of fidelity bond covering the plan2018-12-31$200,000
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-260,128
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-204,106
Net plan assets at end of year (total assets less liabilities)2018-12-31$3,609,476
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$3,813,582
Assets. Value of participant loans2018-12-31$50,011
Total contributions received or receivable from employer(s)2018-12-31$120,000
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$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : FUKUI MORTUARY, INC. PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$574,251
Expenses. Total of all expenses incurred2017-12-31$8,980
Benefits paid (including direct rollovers)2017-12-31$8,980
Total plan assets at end of year2017-12-31$3,813,582
Total plan assets at beginning of year2017-12-31$3,248,311
Value of fidelity bond covering the plan2017-12-31$200,000
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$474,251
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$565,271
Net plan assets at end of year (total assets less liabilities)2017-12-31$3,813,582
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$3,248,311
Assets. Value of participant loans2017-12-31$58,272
Total contributions received or receivable from employer(s)2017-12-31$100,000
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$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : FUKUI MORTUARY, INC. PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$294,459
Expenses. Total of all expenses incurred2016-12-31$16,127
Benefits paid (including direct rollovers)2016-12-31$16,127
Total plan assets at end of year2016-12-31$3,248,311
Total plan assets at beginning of year2016-12-31$2,969,979
Value of fidelity bond covering the plan2016-12-31$200,000
Total contributions received or receivable from participants2016-12-31$0
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$214,459
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$278,332
Net plan assets at end of year (total assets less liabilities)2016-12-31$3,248,311
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,969,979
Assets. Value of participant loans2016-12-31$49,608
Total contributions received or receivable from employer(s)2016-12-31$80,000
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : FUKUI MORTUARY, INC. PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$110,360
Expenses. Total of all expenses incurred2015-12-31$11,414
Benefits paid (including direct rollovers)2015-12-31$11,414
Total plan assets at end of year2015-12-31$2,969,979
Total plan assets at beginning of year2015-12-31$2,871,033
Value of fidelity bond covering the plan2015-12-31$200,000
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$60,360
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$98,946
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,969,979
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,871,033
Assets. Value of participant loans2015-12-31$48,346
Total contributions received or receivable from employer(s)2015-12-31$50,000
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : FUKUI MORTUARY, INC. PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$344,267
Expenses. Total of all expenses incurred2014-12-31$100,750
Benefits paid (including direct rollovers)2014-12-31$100,541
Total plan assets at end of year2014-12-31$2,871,033
Total plan assets at beginning of year2014-12-31$2,627,516
Value of fidelity bond covering the plan2014-12-31$200,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$209
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$244,267
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$243,517
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,871,033
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,627,516
Assets. Value of participant loans2014-12-31$66,768
Total contributions received or receivable from employer(s)2014-12-31$100,000
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$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : FUKUI MORTUARY, INC. PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$644,766
Expenses. Total of all expenses incurred2013-12-31$32,351
Benefits paid (including direct rollovers)2013-12-31$20,146
Total plan assets at end of year2013-12-31$2,627,516
Total plan assets at beginning of year2013-12-31$2,015,101
Value of fidelity bond covering the plan2013-12-31$200,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$12,205
Contributions received from other sources (not participants or employers)2013-12-31$13,904
Other income received2013-12-31$530,862
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$612,415
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,627,516
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,015,101
Assets. Value of participant loans2013-12-31$71,252
Total contributions received or receivable from employer(s)2013-12-31$100,000
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$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : FUKUI MORTUARY, INC. PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$304,568
Expenses. Total of all expenses incurred2012-12-31$13,026
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$2,015,101
Total plan assets at beginning of year2012-12-31$1,723,559
Value of fidelity bond covering the plan2012-12-31$200,000
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$13,026
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$204,568
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$291,542
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,015,101
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,723,559
Assets. Value of participant loans2012-12-31$71,831
Total contributions received or receivable from employer(s)2012-12-31$100,000
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$0
2011 : FUKUI MORTUARY, INC. PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$73,484
Expenses. Total of all expenses incurred2011-12-31$66,767
Benefits paid (including direct rollovers)2011-12-31$66,767
Total plan assets at end of year2011-12-31$1,723,559
Total plan assets at beginning of year2011-12-31$1,716,842
Value of fidelity bond covering the plan2011-12-31$150,000
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-26,516
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$6,717
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,723,559
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,716,842
Assets. Value of participant loans2011-12-31$24,518
Total contributions received or receivable from employer(s)2011-12-31$100,000
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$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : FUKUI MORTUARY, INC. PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$235,844
Expenses. Total of all expenses incurred2010-12-31$5,982
Benefits paid (including direct rollovers)2010-12-31$5,982
Total plan assets at end of year2010-12-31$1,716,842
Total plan assets at beginning of year2010-12-31$1,486,980
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$175,844
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$229,862
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,716,842
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,486,980
Assets. Value of participant loans2010-12-31$28,602
Total contributions received or receivable from employer(s)2010-12-31$60,000
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$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : FUKUI MORTUARY, INC. PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for FUKUI MORTUARY, INC. PROFIT SHARING PLAN

2018: FUKUI MORTUARY, INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: FUKUI MORTUARY, INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: FUKUI MORTUARY, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: FUKUI MORTUARY, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: FUKUI MORTUARY, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: FUKUI MORTUARY, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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: FUKUI MORTUARY, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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: FUKUI MORTUARY, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: FUKUI MORTUARY, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
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 number70583
Policy instance 1
Insurance contract or identification number70583
Number of Individuals Covered31
Total amount of commissions paid to insurance brokerUSD $3,174
Total amount of fees paid to insurance companyUSD $250
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number70583
Policy instance 1
Insurance contract or identification number70583
Number of Individuals Covered32
Total amount of commissions paid to insurance brokerUSD $6,037
Total amount of fees paid to insurance companyUSD $300
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $6,037
Insurance broker organization code?3
Amount paid for insurance broker fees300
Insurance broker nameRAYMOND, REEVES & STOUT
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number940449
Policy instance 2
Insurance contract or identification number940449
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Insurance broker organization code?3
Insurance broker nameFUKUMOTO INSURANCE SERVICES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number70583
Policy instance 1
Insurance contract or identification number70583
Number of Individuals Covered28
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $4,888
Commission paid to Insurance BrokerUSD $4,888
Insurance broker organization code?3
Insurance broker nameSIGNATOR FINANCIAL SERVICES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number70583
Policy instance 1
Insurance contract or identification number70583
Number of Individuals Covered27
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $4,434
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $4,434
Insurance broker organization code?3
Insurance broker nameSIGNATOR FINANCIAL SERVICES
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number940449
Policy instance 2
Insurance contract or identification number940449
Number of Individuals Covered27
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of fees paid to insurance companyUSD $78
Amount paid for insurance broker fees78
Insurance broker organization code?3
Insurance broker nameFUKUMOTO INSURANCE SERVICES
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number940449
Policy instance 2
Insurance contract or identification number940449
Number of Individuals Covered26
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of fees paid to insurance companyUSD $78
Amount paid for insurance broker fees78
Insurance broker organization code?3
Insurance broker nameFUKUMOTO INSURANCES SERVICES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number70583
Policy instance 1
Insurance contract or identification number70583
Number of Individuals Covered28
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $4,054
Total amount of fees paid to insurance companyUSD $150
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $4,054
Insurance broker organization code?3
Amount paid for insurance broker fees150
Insurance broker nameRAYMOND REEVES & STOUT
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number940449
Policy instance 2
Insurance contract or identification number940449
Number of Individuals Covered25
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $78
Commission paid to Insurance BrokerUSD $78
Insurance broker organization code?3
Insurance broker nameFUKUMOTO INSURANCES SERVICES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number70583
Policy instance 1
Insurance contract or identification number70583
Number of Individuals Covered29
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $3,378
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $3,378
Insurance broker organization code?3
Amount paid for insurance broker fees100
Insurance broker nameRAYMOND REEVES & STOUT
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number70583
Policy instance 1
Insurance contract or identification number70583
Number of Individuals Covered227
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $3,170
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number940449
Policy instance 2
Insurance contract or identification number940449
Number of Individuals Covered27
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number70583
Policy instance 1
Insurance contract or identification number70583
Number of Individuals Covered28
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $2,700
Total amount of fees paid to insurance companyUSD $100
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $2,700
Insurance broker organization code?3
Amount paid for insurance broker fees100
Insurance broker nameRAYMOND REEVES & STOUT
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number940449
Policy instance 2
Insurance contract or identification number940449
Number of Individuals Covered28
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $57
Commission paid to Insurance BrokerUSD $57
Insurance broker organization code?3
Insurance broker nameFUKUMOTO INSURANCES SERVICES

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