Civic Intelligence
Filing

Competitive Computing 401K Plan

Competitive Computing Inc. • EIN 03-0338043 • Plan year 1999

Company ProfileSource Archive
Filing Insights

Participants

Down

46 → 42

-4 • -8.70%

Assets

Up

$703,494 → $1,243,325

$539,831 • 76.74%

Investment Management Fee

-

Admin expenses - • Total expenses $43,578

Filing Details

Context
Net investment result
$539,707
Pension payor EIN
01-0233346

Status Flags

Fidelity bond in place

Yes

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

Not reported

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202110$0$0-
Competitive Computing 401K Plan-0$0--
2020188$13,763,143$1,025,881$11,658iApproximate average salary by contribution assumption: employee only about $291,443 at 4% or $194,296 at 6%; with 50% employer match about $194,296 at 4% or $129,530 at 6%; with 100% employer match about $145,722 at 4% or $97,148 at 6%.
Competitive Computing 401K Plan-88$13,763,143$1,025,881$11,658iApproximate average salary by contribution assumption: employee only about $291,443 at 4% or $194,296 at 6%; with 50% employer match about $194,296 at 4% or $129,530 at 6%; with 100% employer match about $145,722 at 4% or $97,148 at 6%.
2019191$11,004,642$721,049$7,924iApproximate average salary by contribution assumption: employee only about $198,090 at 4% or $132,060 at 6%; with 50% employer match about $132,060 at 4% or $88,040 at 6%; with 100% employer match about $99,045 at 4% or $66,030 at 6%.
Competitive Computing 401K Plan-91$11,004,642$721,049$7,924iApproximate average salary by contribution assumption: employee only about $198,090 at 4% or $132,060 at 6%; with 50% employer match about $132,060 at 4% or $88,040 at 6%; with 100% employer match about $99,045 at 4% or $66,030 at 6%.
2018186$9,037,053$982,959$11,430iApproximate average salary by contribution assumption: employee only about $285,744 at 4% or $190,496 at 6%; with 50% employer match about $190,496 at 4% or $126,997 at 6%; with 100% employer match about $142,872 at 4% or $95,248 at 6%.
Competitive Computing 401K Plan-86$9,037,053$982,959$11,430iApproximate average salary by contribution assumption: employee only about $285,744 at 4% or $190,496 at 6%; with 50% employer match about $190,496 at 4% or $126,997 at 6%; with 100% employer match about $142,872 at 4% or $95,248 at 6%.
2017178$9,590,759$579,019$7,423iApproximate average salary by contribution assumption: employee only about $185,583 at 4% or $123,722 at 6%; with 50% employer match about $123,722 at 4% or $82,481 at 6%; with 100% employer match about $92,792 at 4% or $61,861 at 6%.
Competitive Computing 401K Plan-78$9,590,759$579,019$7,423iApproximate average salary by contribution assumption: employee only about $185,583 at 4% or $123,722 at 6%; with 50% employer match about $123,722 at 4% or $82,481 at 6%; with 100% employer match about $92,792 at 4% or $61,861 at 6%.
2016175$7,506,945$588,452$7,846iApproximate average salary by contribution assumption: employee only about $196,151 at 4% or $130,767 at 6%; with 50% employer match about $130,767 at 4% or $87,178 at 6%; with 100% employer match about $98,075 at 4% or $65,384 at 6%.
Competitive Computing 401K Plan-75$7,506,945$588,452$7,846iApproximate average salary by contribution assumption: employee only about $196,151 at 4% or $130,767 at 6%; with 50% employer match about $130,767 at 4% or $87,178 at 6%; with 100% employer match about $98,075 at 4% or $65,384 at 6%.
2015171$6,875,870$547,075$7,705iApproximate average salary by contribution assumption: employee only about $192,632 at 4% or $128,421 at 6%; with 50% employer match about $128,421 at 4% or $85,614 at 6%; with 100% employer match about $96,316 at 4% or $64,211 at 6%.
Competitive Computing 401K Plan-71$6,875,870$547,075$7,705iApproximate average salary by contribution assumption: employee only about $192,632 at 4% or $128,421 at 6%; with 50% employer match about $128,421 at 4% or $85,614 at 6%; with 100% employer match about $96,316 at 4% or $64,211 at 6%.
2014180$8,220,771$724,463$9,056iApproximate average salary by contribution assumption: employee only about $226,395 at 4% or $150,930 at 6%; with 50% employer match about $150,930 at 4% or $100,620 at 6%; with 100% employer match about $113,197 at 4% or $75,465 at 6%.
Competitive Computing 401K Plan-80$8,220,771$724,463$9,056iApproximate average salary by contribution assumption: employee only about $226,395 at 4% or $150,930 at 6%; with 50% employer match about $150,930 at 4% or $100,620 at 6%; with 100% employer match about $113,197 at 4% or $75,465 at 6%.
2013188$7,782,353$987,766$11,225iApproximate average salary by contribution assumption: employee only about $280,615 at 4% or $187,077 at 6%; with 50% employer match about $187,077 at 4% or $124,718 at 6%; with 100% employer match about $140,308 at 4% or $93,538 at 6%.
Competitive Computing 401K Plan-88$7,782,353$987,766$11,225iApproximate average salary by contribution assumption: employee only about $280,615 at 4% or $187,077 at 6%; with 50% employer match about $187,077 at 4% or $124,718 at 6%; with 100% employer match about $140,308 at 4% or $93,538 at 6%.
2012176$5,386,236$712,820$9,379iApproximate average salary by contribution assumption: employee only about $234,480 at 4% or $156,320 at 6%; with 50% employer match about $156,320 at 4% or $104,213 at 6%; with 100% employer match about $117,240 at 4% or $78,160 at 6%.
Competitive Computing 401K Plan-76$5,386,236$712,820$9,379iApproximate average salary by contribution assumption: employee only about $234,480 at 4% or $156,320 at 6%; with 50% employer match about $156,320 at 4% or $104,213 at 6%; with 100% employer match about $117,240 at 4% or $78,160 at 6%.
2011155$4,182,455$453,818$8,251iApproximate average salary by contribution assumption: employee only about $206,281 at 4% or $137,521 at 6%; with 50% employer match about $137,521 at 4% or $91,680 at 6%; with 100% employer match about $103,140 at 4% or $68,760 at 6%.
Competitive Computing 401K Plan-55$4,182,455$453,818$8,251iApproximate average salary by contribution assumption: employee only about $206,281 at 4% or $137,521 at 6%; with 50% employer match about $137,521 at 4% or $91,680 at 6%; with 100% employer match about $103,140 at 4% or $68,760 at 6%.
2010149$4,072,393$345,018$7,041iApproximate average salary by contribution assumption: employee only about $176,030 at 4% or $117,353 at 6%; with 50% employer match about $117,353 at 4% or $78,235 at 6%; with 100% employer match about $88,015 at 4% or $58,677 at 6%.
Competitive Computing 401K Plan-49$4,072,393$345,018$7,041iApproximate average salary by contribution assumption: employee only about $176,030 at 4% or $117,353 at 6%; with 50% employer match about $117,353 at 4% or $78,235 at 6%; with 100% employer match about $88,015 at 4% or $58,677 at 6%.
2009161$3,331,060$319,529$5,238iApproximate average salary by contribution assumption: employee only about $130,955 at 4% or $87,303 at 6%; with 50% employer match about $87,303 at 4% or $58,202 at 6%; with 100% employer match about $65,477 at 4% or $43,652 at 6%.
Competitive Computing 401K Plan-61$3,331,060$319,529$5,238iApproximate average salary by contribution assumption: employee only about $130,955 at 4% or $87,303 at 6%; with 50% employer match about $87,303 at 4% or $58,202 at 6%; with 100% employer match about $65,477 at 4% or $43,652 at 6%.
2008139$2,275,300$326,386$8,369iApproximate average salary by contribution assumption: employee only about $209,222 at 4% or $139,481 at 6%; with 50% employer match about $139,481 at 4% or $92,987 at 6%; with 100% employer match about $104,611 at 4% or $69,741 at 6%.
Competitive Computing 401K Plan-39$2,275,300$326,386$8,369iApproximate average salary by contribution assumption: employee only about $209,222 at 4% or $139,481 at 6%; with 50% employer match about $139,481 at 4% or $92,987 at 6%; with 100% employer match about $104,611 at 4% or $69,741 at 6%.
2007134$3,600,827$316,366$9,305iApproximate average salary by contribution assumption: employee only about $232,622 at 4% or $155,081 at 6%; with 50% employer match about $155,081 at 4% or $103,388 at 6%; with 100% employer match about $116,311 at 4% or $77,541 at 6%.
Competitive Computing 401K Plan-34$3,600,827$316,366$9,305iApproximate average salary by contribution assumption: employee only about $232,622 at 4% or $155,081 at 6%; with 50% employer match about $155,081 at 4% or $103,388 at 6%; with 100% employer match about $116,311 at 4% or $77,541 at 6%.
2005140$2,775,987$287,853$7,196iApproximate average salary by contribution assumption: employee only about $179,908 at 4% or $119,939 at 6%; with 50% employer match about $119,939 at 4% or $79,959 at 6%; with 100% employer match about $89,954 at 4% or $59,969 at 6%.
Competitive Computing 401K Plan-40$2,775,987$287,853$7,196iApproximate average salary by contribution assumption: employee only about $179,908 at 4% or $119,939 at 6%; with 50% employer match about $119,939 at 4% or $79,959 at 6%; with 100% employer match about $89,954 at 4% or $59,969 at 6%.
2004143$2,502,345$378,115$8,793iApproximate average salary by contribution assumption: employee only about $219,834 at 4% or $146,556 at 6%; with 50% employer match about $146,556 at 4% or $97,704 at 6%; with 100% employer match about $109,917 at 4% or $73,278 at 6%.
Competitive Computing 401K Plan-43$2,502,345$378,115$8,793iApproximate average salary by contribution assumption: employee only about $219,834 at 4% or $146,556 at 6%; with 50% employer match about $146,556 at 4% or $97,704 at 6%; with 100% employer match about $109,917 at 4% or $73,278 at 6%.
2003142$1,955,861$387,781$9,233iApproximate average salary by contribution assumption: employee only about $230,822 at 4% or $153,881 at 6%; with 50% employer match about $153,881 at 4% or $102,588 at 6%; with 100% employer match about $115,411 at 4% or $76,941 at 6%.
Competitive Computing 401K Plan-42$1,955,861$387,781$9,233iApproximate average salary by contribution assumption: employee only about $230,822 at 4% or $153,881 at 6%; with 50% employer match about $153,881 at 4% or $102,588 at 6%; with 100% employer match about $115,411 at 4% or $76,941 at 6%.
2002141$1,214,183$295,681$7,212iApproximate average salary by contribution assumption: employee only about $180,293 at 4% or $120,196 at 6%; with 50% employer match about $120,196 at 4% or $80,130 at 6%; with 100% employer match about $90,147 at 4% or $60,098 at 6%.
Competitive Computing 401K Plan-41$1,214,183$295,681$7,212iApproximate average salary by contribution assumption: employee only about $180,293 at 4% or $120,196 at 6%; with 50% employer match about $120,196 at 4% or $80,130 at 6%; with 100% employer match about $90,147 at 4% or $60,098 at 6%.
2001142$1,310,500$339,649$8,087iApproximate average salary by contribution assumption: employee only about $202,172 at 4% or $134,781 at 6%; with 50% employer match about $134,781 at 4% or $89,854 at 6%; with 100% employer match about $101,086 at 4% or $67,391 at 6%.
Competitive Computing 401K Plan-42$1,310,500$339,649$8,087iApproximate average salary by contribution assumption: employee only about $202,172 at 4% or $134,781 at 6%; with 50% employer match about $134,781 at 4% or $89,854 at 6%; with 100% employer match about $101,086 at 4% or $67,391 at 6%.
2000155$1,362,955$384,719$6,995iApproximate average salary by contribution assumption: employee only about $174,872 at 4% or $116,582 at 6%; with 50% employer match about $116,582 at 4% or $77,721 at 6%; with 100% employer match about $87,436 at 4% or $58,291 at 6%.
Competitive Computing 401K Plan-55$1,362,955$384,719$6,995iApproximate average salary by contribution assumption: employee only about $174,872 at 4% or $116,582 at 6%; with 50% employer match about $116,582 at 4% or $77,721 at 6%; with 100% employer match about $87,436 at 4% or $58,291 at 6%.
1999243$1,243,325$265,178$6,167iApproximate average salary by contribution assumption: employee only about $154,173 at 4% or $102,782 at 6%; with 50% employer match about $102,782 at 4% or $68,521 at 6%; with 100% employer match about $77,087 at 4% or $51,391 at 6%.
Competitive Computing 401K PlanCurrent42$1,243,325$265,178$6,314iApproximate average salary by contribution assumption: employee only about $157,844 at 4% or $105,229 at 6%; with 50% employer match about $105,229 at 4% or $70,153 at 6%; with 100% employer match about $78,922 at 4% or $52,615 at 6%.
Competitive Computing Inc. Employee Medical Plan-43---
Schedule Details

Schedule A

Row 1
Filing Id
56037155031811
Form Id
5185903
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
40371155031060002
Ins Broker 01 Name
PLANNING CORP OF AMERICA, INC.
Ins Broker Comm Pd 01 Amount
$1,629
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 2
Filing Id
56037155031811
Form Id
5185903
Page Id
2
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
40371155031060002
Ins Broker Comm Pd 01 Amount
$0
Ins Broker Fees Pd 01 Amount
$0
Row 3
Filing Id
56037155031811
Form Id
5185903
Page Id
2
Page Seq
0
Page Row Num
3
Row Num
2
Image Form Id
40371155031060002
Ins Broker Comm Pd 01 Amount
$0
Ins Broker Fees Pd 01 Amount
$0
Row 4
Ins Carrier Name: MANULIFE FINANCIAL (USA)
Filing Id
56037155031811
Form Id
5185903
Schedule A EIN
03-0338043
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
1999-01-01
Schedule A Tax Period
19991231
Ins Carrier Name
MANULIFE FINANCIAL (USA)
Ins Carrier EIN
01-0233346
Ins Carrier Naic Code
65838
Ins Contract Num
63168
Ins Prsn Covered End of year Count
44
Ins Policy From Date
1999-02-05
Ins Policy To Date
1999-12-31
Ins Broker Comm Total Amount
$1,629
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$5,956
Pension End of year Sep Account Amount
$1,188,103
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pnsn Type Unalloc Cntrct I
3
Pension End Prev Bal Amount
$0
Pension Contribution Dep Amount
$2,040
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$116
Pension Transfer From Amount
$3,561
Pension Other Amount
$254
Pension Other Text
DEPOSITS AFTER YEAR END
Pension Total Additions Amount
$5,971
Pension Total Bal Addn Amount
$5,971
Pension Bnfts Dsbrsd Amount
$0
Pension Admin Chrg Amount
$15
Pension Transfer To Amount
$0
Pension Oth Ded Amount
$0
Pension Total Ded Amount
$15
Pension End of year Bal Amount
$5,956
Wlfr Premium Rcvd Amount
$0
Wlfr Unpaid Due Amount
$0
Wlfr Reserve Amount
$0
Wlfr Total Earned Prem Amount
$0
Wlfr Claims Paid Amount
$0
Wlfr Incr Reserve Amount
$0
Wlfr Incurred Claim Amount
$0
Wlfr Claims Chrgd Amount
$0
Wlfr Ret Commissions Amount
$0
Wlfr Ret Admin Amount
$0
Wlfr Ret Oth Cost Amount
$0
Wlfr Ret Oth Expense Amount
$0
Wlfr Ret Taxes Amount
$0
Wlfr Ret Charges Amount
$0
Wlfr Ret Oth Chrgs Amount
$0
Wlfr Ret Total Amount
$0
Wlfr Refund Amount
$0
Wlfr Held Bnfts Amount
$0
Wlfr Claims Reserve Amount
$0
Wlfr Oth Reserve Amount
$0
Wlfr Divnds Due Amount
$0
Wlfr Total Charges Paid Amount
$0
Wlfr Acquis Cost Amount
$0

Schedule D

Row 1
Filing Id
56037155031811
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
40371155031060003
DFE P1 Entity 01 Name
MANULIFE LIFESTYLE GROWTH
DFE P1 Spons 01 Name
MANUFACTURERS LIFE INS. CO. USA
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$268,995
Row 2
Filing Id
56037155031811
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
40371155031060003
Row 3
Filing Id
56037155031811
Page Id
1
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
40371155031060003
DFE P1 Entity 01 Name
MANULIFE LIFESTYLE AGGRESSIVE
DFE P1 Spons 01 Name
MANUFACTURERS LIFE INS. CO. USA
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$18,411
Row 4
Filing Id
56037155031811
Page Id
2
Page Seq
2
Page Row Num
1
Row Num
10
Image Form Id
40371155031060003
DFE P1 Entity 01 Name
MANULIFE GROWTH & STOCK
DFE P1 Spons 01 Name
MANUFACTURERS LIFE INS. CO. USA
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$8,575
Row 5
Filing Id
56037155031811
Page Id
2
Page Seq
2
Page Row Num
2
Row Num
11
Image Form Id
40371155031060003
DFE P1 Entity 01 Name
MANULIFE SELECT GROWTH
DFE P1 Spons 01 Name
MANUFACTURERS LIFE INS. CO. USA
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$756
Row 6
Filing Id
56037155031811
Page Id
2
Page Seq
2
Page Row Num
3
Row Num
12
Image Form Id
40371155031060003
DFE P1 Entity 01 Name
MANULIFE GROWTH OPPORTUNITIES
DFE P1 Spons 01 Name
MANUFACTURERS LIFE INS. CO. USA
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$19,286
Row 7
Filing Id
56037155031811
Page Id
2
Page Seq
2
Page Row Num
4
Row Num
13
Image Form Id
40371155031060003
DFE P1 Entity 01 Name
MANULIFE LARGE CAP EQUITY
DFE P1 Spons 01 Name
MANUFACTURERS LIFE INS. CO. USA
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$37,954
Row 8
Filing Id
56037155031811
Page Id
2
Page Seq
2
Page Row Num
5
Row Num
14
Image Form Id
40371155031060003
DFE P1 Entity 01 Name
MANULIFE VALUE RESTRUCTURING
DFE P1 Spons 01 Name
MANUFACTURERS LIFE INS. CO. USA
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$11,680
Row 9
Filing Id
56037155031811
Page Id
2
Page Seq
2
Page Row Num
6
Row Num
15
Image Form Id
40371155031060003
DFE P1 Entity 01 Name
MANULIFE GROWTH FUND
DFE P1 Spons 01 Name
MANUFACTURERS LIFE INS. CO. USA
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$23,633
Row 10
Filing Id
56037155031811
Page Id
2
Page Seq
3
Page Row Num
1
Row Num
16
Image Form Id
40371155031060003
DFE P1 Entity 01 Name
MANULIFE FOREIGN FUND
DFE P1 Spons 01 Name
MANUFACTURERS LIFE INS. CO. USA
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$19,060
Row 11
Filing Id
56037155031811
Page Id
2
Page Seq
3
Page Row Num
2
Row Num
17
Image Form Id
40371155031060003
DFE P1 Entity 01 Name
MANULIFE INT'L STOCK
DFE P1 Spons 01 Name
MANUFACTURERS LIFE INS. CO. USA
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$20,828
Row 12
Filing Id
56037155031811
Page Id
2
Page Seq
3
Page Row Num
3
Row Num
18
Image Form Id
40371155031060003
DFE P1 Entity 01 Name
MANULIFE MID CAP GROWTH FUND
DFE P1 Spons 01 Name
MANUFACTURERS LIFE INS. CO. USA
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$95,851
Row 13
Filing Id
56037155031811
Page Id
2
Page Seq
3
Page Row Num
4
Row Num
19
Image Form Id
40371155031060003
DFE P1 Entity 01 Name
MANULIFE SMALL CO
DFE P1 Spons 01 Name
MANUFACTURERS LIFE INS. CO. USA
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$15,978
Row 14
Filing Id
56037155031811
Page Id
1
Page Seq
0
Page Row Num
3
Row Num
2
Image Form Id
40371155031060003
DFE P1 Entity 01 Name
MANULIFE 3YR COMP
DFE P1 Spons 01 Name
MANUFACTURERS LIFE INS. CO. USA
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$6,466
Row 15
Filing Id
56037155031811
Page Id
2
Page Seq
3
Page Row Num
5
Row Num
20
Image Form Id
40371155031060003
DFE P1 Entity 01 Name
MANULIFE AGGRESIVE GROWTH
DFE P1 Spons 01 Name
MANUFACTURERS LIFE INS. CO. USA
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$14,586
Row 16
Filing Id
56037155031811
Page Id
2
Page Seq
3
Page Row Num
6
Row Num
21
Image Form Id
40371155031060003
DFE P1 Entity 01 Name
MANULIFE EMERGING GROWTH
DFE P1 Spons 01 Name
MANUFACTURERS LIFE INS. CO. USA
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$2,401
Row 17
Filing Id
56037155031811
Page Id
2
Page Seq
4
Page Row Num
1
Row Num
22
Image Form Id
40371155031060003
DFE P1 Entity 01 Name
MANULIFE SCIENCE & TECHNOLOGY
DFE P1 Spons 01 Name
MANUFACTURERS LIFE INS. CO. USA
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$388,631
Row 18
Filing Id
56037155031811
Page Id
2
Page Seq
4
Page Row Num
2
Row Num
23
Image Form Id
40371155031060003
DFE P1 Entity 01 Name
MANULIFE DEVELOPING MARKETS
DFE P1 Spons 01 Name
MANUFACTURERS LIFE INS. CO. USA
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$22,103
Row 19
Filing Id
56037155031811
Page Id
1
Page Seq
0
Page Row Num
4
Row Num
3
Image Form Id
40371155031060003
DFE P1 Entity 01 Name
MANULIFE MONEY MARKET FUND
DFE P1 Spons 01 Name
MANUFACTURERS LIFE INS. CO. USA
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$4,303
Row 20
Filing Id
56037155031811
Page Id
2
Page Seq
1
Page Row Num
1
Row Num
4
Image Form Id
40371155031060003
DFE P1 Entity 01 Name
MANULIFE VALUE FUND
DFE P1 Spons 01 Name
MANUFACTURERS LIFE INS. CO. USA
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$11,210
Row 21
Filing Id
56037155031811
Page Id
2
Page Seq
1
Page Row Num
2
Row Num
5
Image Form Id
40371155031060003
DFE P1 Entity 01 Name
MANULIFE MID CAP EQUITY
DFE P1 Spons 01 Name
MANUFACTURERS LIFE INS. CO. USA
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$43,182
Row 22
Filing Id
56037155031811
Page Id
2
Page Seq
1
Page Row Num
3
Row Num
6
Image Form Id
40371155031060003
DFE P1 Entity 01 Name
MANULIFE SMALL CAP VALUE
DFE P1 Spons 01 Name
MANUFACTURERS LIFE INS. CO. USA
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$717
Row 23
Filing Id
56037155031811
Page Id
2
Page Seq
1
Page Row Num
4
Row Num
7
Image Form Id
40371155031060003
DFE P1 Entity 01 Name
MANULIFE INDEX STOCK FUND
DFE P1 Spons 01 Name
MANUFACTURERS LIFE INS. CO. USA
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$21,900
Row 24
Filing Id
56037155031811
Page Id
2
Page Seq
1
Page Row Num
5
Row Num
8
Image Form Id
40371155031060003
DFE P1 Entity 01 Name
MANULIFE SOCIALLY RESPONSIBLE
DFE P1 Spons 01 Name
MANUFACTURERS LIFE INS. CO. USA
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$74,522
Row 25
Filing Id
56037155031811
Page Id
2
Page Seq
1
Page Row Num
6
Row Num
9
Image Form Id
40371155031060003
DFE P1 Entity 01 Name
MANULIFE CAP GROWTH STOCK
DFE P1 Spons 01 Name
MANUFACTURERS LIFE INS. CO. USA
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$23,027

Schedule I

Schedule I Financial Statement

Small plan result

Balance sheet and activity values reported by the filer for this small-plan annual return.

End-of-year assets$1,243,325$539,831 change

Balance Sheet

Beginning and end of plan year.

Total assets$703,494$1,243,325Increase +$539,831 (76.74%)
Total liabilities$0$124Increase +$124
Net assets$703,494$1,243,201Increase +$539,707 (76.72%)

Contributions

Employer contributions$51,596
Participant contributions$213,582
Other contributions$0

Income & Expenses

Total income$583,285
Total expenses$43,578
Net income$539,707
Source fields
Schedule I source fields
Filing Id
56037155031811
Schedule I EIN
03-0338043
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
1999-01-01
Schedule I Tax Period
19991231
Small plan total assets at beginning of year
$703,494
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$703,494
Small plan total assets at end of year
$1,243,325
Small plan total liabilities at end of year
$124
Small plan net assets at end of year
$1,243,201
Small plan employer contributions
$51,596
Small plan participant contributions
$213,582
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$318,107
Small plan total income
$583,285
Small plan total benefit distributions
$43,578
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$0
Small plan total expenses
$43,578
Small plan net income or loss
$539,707
Small Total Plan Transfers Amount
$0
Small Joint Venture End of year Indicator
No
Small Joint Venture End of year Amount
$0
Small Employer Prop End of year Indicator
No
Small Employer Prop End of year Amount
$0
Small Investment Real Est End of year I
2
Small Investment Real Est End of year A
0
Small Employer Sec End of year Indicator
No
Small Employer Sec End of year Amount
$0
Small Mortg Participants End of year Indicator
Yes
Small Mortg Participants End of year Amount
$489
Small Oth Lns Participants End of year Indicator
No
Small Oth Lns Participants End of year Amount
$0
Small Personal Prop End of year Indicator
No
Small Personal Prop End of year Amount
$0
Small Fail Xmt Ctb I
2
Small Fail Xmt Ctb A
0
Small plan participant loans in default
No
Small Loans In Default Amount
$0
Small plan leases in default
No
Small Leases In Default Amount
$0
Small Pt In Interest Not Reported I
2
Small Pt In Interest Not Reported A
0
Small plan fidelity bond in place
Yes
Small plan fidelity bond amount
$120,000
Small plan loss discovered during year
No
Small Loss Discovered Dur Year Amount
$0
Small plan assets with undetermined value
No
Small Asset Undeterm Valuation Amount
$0
Small plan non-cash contributions reported
No
Small Non Cash Contribution Amount
$0
Small 20 Percent Sngl Investment Indicator
No
Small 20 Percent Sngl Investment Amount
$0
Small plan all plan assets distributed
No
Small plan resolution to terminate plan adopted
No
Small Res Terminate Plan Adpt Amount
$0

Schedule R

Schedule R Pension Information

Retirement plan characteristics

Testing, payor, opinion-letter, and transfer information reported with the filing.

Pension & Payor

Payor EIN01-0233346

Transfers

Distributed property value$0
Schedule R source fields
Payor 01-0233346
Filing Id
56037155031811
Schedule R EIN
03-0338043
Schedule R Plan number
001
Schedule R Plan Year Begin Date
1999-01-01
Schedule R Tax Period
19991231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
01-0233346
Pension Bnft Distribution Sngl Sum Count
9
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0