Civic Intelligence
Filing

Data Processing Solutions Inc. 401(K) Profit Sharing Plan

Data Processing Solutions Inc. • EIN 52-0941428 • Columbia, MD • Plan year 2008

Company ProfileSource Archive
9160 Red Branch RoadColumbia, MD 21045-2002

9160 RED BRANCH ROAD, COLUMBIA, MD 21045-2002

Filing Insights

Participants

Down

74 → 41

-33 • -44.59%

Assets

No comparison

- → -

No earlier value available.

Investment Management Fee

-

Admin expenses - • Total expenses -

Filing Details

Context
Pension payor EIN
01-0233346

Status Flags

Fidelity bond in place

Not reported

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

Not reported

Leases in default

Not reported

Reportable party-in-interest issues

Not reported

Loss discovered during year

Not reported

Assets with undetermined value

Not reported

Non-cash contributions

Not reported

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

Not reported

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

Not reported

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024178$9,924,380$598,784$7,677iApproximate average salary by contribution assumption: employee only about $191,918 at 4% or $127,945 at 6%; with 50% employer match about $127,945 at 4% or $85,297 at 6%; with 100% employer match about $95,959 at 4% or $63,973 at 6%.
Data Processing Solutions Inc. 401K Profit Sharing Plan-78$9,924,380$598,784$7,677iApproximate average salary by contribution assumption: employee only about $191,918 at 4% or $127,945 at 6%; with 50% employer match about $127,945 at 4% or $85,297 at 6%; with 100% employer match about $95,959 at 4% or $63,973 at 6%.
2023171$8,664,924$420,035$5,916iApproximate average salary by contribution assumption: employee only about $147,900 at 4% or $98,600 at 6%; with 50% employer match about $98,600 at 4% or $65,733 at 6%; with 100% employer match about $73,950 at 4% or $49,300 at 6%.
Data Processing Solutions Inc. 401K Profit Sharing Plan-71$8,664,924$420,035$5,916iApproximate average salary by contribution assumption: employee only about $147,900 at 4% or $98,600 at 6%; with 50% employer match about $98,600 at 4% or $65,733 at 6%; with 100% employer match about $73,950 at 4% or $49,300 at 6%.
2022172$7,205,112$404,299$5,615iApproximate average salary by contribution assumption: employee only about $140,382 at 4% or $93,588 at 6%; with 50% employer match about $93,588 at 4% or $62,392 at 6%; with 100% employer match about $70,191 at 4% or $46,794 at 6%.
Data Processing Solutions Inc. 401K Profit Sharing Plan-72$7,205,112$404,299$5,615iApproximate average salary by contribution assumption: employee only about $140,382 at 4% or $93,588 at 6%; with 50% employer match about $93,588 at 4% or $62,392 at 6%; with 100% employer match about $70,191 at 4% or $46,794 at 6%.
2021170$9,029,484$459,052$6,558iApproximate average salary by contribution assumption: employee only about $163,947 at 4% or $109,298 at 6%; with 50% employer match about $109,298 at 4% or $72,865 at 6%; with 100% employer match about $81,974 at 4% or $54,649 at 6%.
Data Processing Solutions Inc. 401K Profit Sharing Plan-70$9,029,484$459,052$6,558iApproximate average salary by contribution assumption: employee only about $163,947 at 4% or $109,298 at 6%; with 50% employer match about $109,298 at 4% or $72,865 at 6%; with 100% employer match about $81,974 at 4% or $54,649 at 6%.
2020170$7,987,282$448,625$6,409iApproximate average salary by contribution assumption: employee only about $160,223 at 4% or $106,815 at 6%; with 50% employer match about $106,815 at 4% or $71,210 at 6%; with 100% employer match about $80,112 at 4% or $53,408 at 6%.
Data Processing Solutions Inc. 401K Profit Sharing Plan-70$7,987,282$448,625$6,409iApproximate average salary by contribution assumption: employee only about $160,223 at 4% or $106,815 at 6%; with 50% employer match about $106,815 at 4% or $71,210 at 6%; with 100% employer match about $80,112 at 4% or $53,408 at 6%.
2019160$7,941,442$386,156$6,436iApproximate average salary by contribution assumption: employee only about $160,898 at 4% or $107,266 at 6%; with 50% employer match about $107,266 at 4% or $71,510 at 6%; with 100% employer match about $80,449 at 4% or $53,633 at 6%.
Data Processing Solutions Inc. 401K Profit Sharing Plan-60$7,941,442$386,156$6,436iApproximate average salary by contribution assumption: employee only about $160,898 at 4% or $107,266 at 6%; with 50% employer match about $107,266 at 4% or $71,510 at 6%; with 100% employer match about $80,449 at 4% or $53,633 at 6%.
2018162$6,422,068$402,778$6,496iApproximate average salary by contribution assumption: employee only about $162,410 at 4% or $108,274 at 6%; with 50% employer match about $108,274 at 4% or $72,182 at 6%; with 100% employer match about $81,205 at 4% or $54,137 at 6%.
Data Processing Solutions Inc. 401K Profit Sharing Plan-62$6,422,068$402,778$6,496iApproximate average salary by contribution assumption: employee only about $162,410 at 4% or $108,274 at 6%; with 50% employer match about $108,274 at 4% or $72,182 at 6%; with 100% employer match about $81,205 at 4% or $54,137 at 6%.
2017170$6,697,937$328,674$4,695iApproximate average salary by contribution assumption: employee only about $117,384 at 4% or $78,256 at 6%; with 50% employer match about $78,256 at 4% or $52,170 at 6%; with 100% employer match about $58,692 at 4% or $39,128 at 6%.
Data Processing Solutions Inc. 401K Profit Sharing Plan-70$6,697,937$328,674$4,695iApproximate average salary by contribution assumption: employee only about $117,384 at 4% or $78,256 at 6%; with 50% employer match about $78,256 at 4% or $52,170 at 6%; with 100% employer match about $58,692 at 4% or $39,128 at 6%.
2016175$5,801,648$993,699$13,249iApproximate average salary by contribution assumption: employee only about $331,233 at 4% or $220,822 at 6%; with 50% employer match about $220,822 at 4% or $147,215 at 6%; with 100% employer match about $165,617 at 4% or $110,411 at 6%.
Data Processing Solutions Inc. 401K Profit Sharing Plan-75$5,801,648$993,699$13,249iApproximate average salary by contribution assumption: employee only about $331,233 at 4% or $220,822 at 6%; with 50% employer match about $220,822 at 4% or $147,215 at 6%; with 100% employer match about $165,617 at 4% or $110,411 at 6%.
2015159$4,434,148$231,959$3,932iApproximate average salary by contribution assumption: employee only about $98,288 at 4% or $65,525 at 6%; with 50% employer match about $65,525 at 4% or $43,683 at 6%; with 100% employer match about $49,144 at 4% or $32,763 at 6%.
Data Processing Solutions Inc. 401K Profit Sharing Plan-59$4,434,148$231,959$3,932iApproximate average salary by contribution assumption: employee only about $98,288 at 4% or $65,525 at 6%; with 50% employer match about $65,525 at 4% or $43,683 at 6%; with 100% employer match about $49,144 at 4% or $32,763 at 6%.
2014165$4,531,877$300,938$4,630iApproximate average salary by contribution assumption: employee only about $115,745 at 4% or $77,164 at 6%; with 50% employer match about $77,164 at 4% or $51,442 at 6%; with 100% employer match about $57,873 at 4% or $38,582 at 6%.
Data Processing Solutions Inc. 401K Profit Sharing Plan-65$4,531,877$300,938$4,630iApproximate average salary by contribution assumption: employee only about $115,745 at 4% or $77,164 at 6%; with 50% employer match about $77,164 at 4% or $51,442 at 6%; with 100% employer match about $57,873 at 4% or $38,582 at 6%.
2013165$4,280,534$233,079$3,586iApproximate average salary by contribution assumption: employee only about $89,646 at 4% or $59,764 at 6%; with 50% employer match about $59,764 at 4% or $39,843 at 6%; with 100% employer match about $44,823 at 4% or $29,882 at 6%.
Data Processing Solutions Inc. 401K Profit Sharing Plan-65$4,280,534$233,079$3,586iApproximate average salary by contribution assumption: employee only about $89,646 at 4% or $59,764 at 6%; with 50% employer match about $59,764 at 4% or $39,843 at 6%; with 100% employer match about $44,823 at 4% or $29,882 at 6%.
2012169$4,094,673$307,192$4,452iApproximate average salary by contribution assumption: employee only about $111,301 at 4% or $74,201 at 6%; with 50% employer match about $74,201 at 4% or $49,467 at 6%; with 100% employer match about $55,651 at 4% or $37,100 at 6%.
Data Processing Solutions Inc. 401K Profit Sharing Plan-69$4,094,673$307,192$4,452iApproximate average salary by contribution assumption: employee only about $111,301 at 4% or $74,201 at 6%; with 50% employer match about $74,201 at 4% or $49,467 at 6%; with 100% employer match about $55,651 at 4% or $37,100 at 6%.
2011170$3,503,993$216,274$3,090iApproximate average salary by contribution assumption: employee only about $77,241 at 4% or $51,494 at 6%; with 50% employer match about $51,494 at 4% or $34,329 at 6%; with 100% employer match about $38,620 at 4% or $25,747 at 6%.
Data Processing Solutions Inc. 401K Profit Sharing Plan-70$3,503,993$216,274$3,090iApproximate average salary by contribution assumption: employee only about $77,241 at 4% or $51,494 at 6%; with 50% employer match about $51,494 at 4% or $34,329 at 6%; with 100% employer match about $38,620 at 4% or $25,747 at 6%.
2010174$4,322,313$233,652$3,157iApproximate average salary by contribution assumption: employee only about $78,936 at 4% or $52,624 at 6%; with 50% employer match about $52,624 at 4% or $35,083 at 6%; with 100% employer match about $39,468 at 4% or $26,312 at 6%.
Data Processing Solutions Inc. 401K Profit Sharing Plan-74$4,322,313$233,652$3,157iApproximate average salary by contribution assumption: employee only about $78,936 at 4% or $52,624 at 6%; with 50% employer match about $52,624 at 4% or $35,083 at 6%; with 100% employer match about $39,468 at 4% or $26,312 at 6%.
2009189$5,064,554$309,934$3,482iApproximate average salary by contribution assumption: employee only about $87,060 at 4% or $58,040 at 6%; with 50% employer match about $58,040 at 4% or $38,693 at 6%; with 100% employer match about $43,530 at 4% or $29,020 at 6%.
Data Processing Solutions Inc. 401K Profit Sharing Plan-89$5,064,554$309,934$3,482iApproximate average salary by contribution assumption: employee only about $87,060 at 4% or $58,040 at 6%; with 50% employer match about $58,040 at 4% or $38,693 at 6%; with 100% employer match about $43,530 at 4% or $29,020 at 6%.
2008141$0$0-
Data Processing Solutions Inc. 401K Profit Sharing PlanCurrent41---
2007137$0$0-
Data Processing Solutions Inc. 401K Profit Sharing Plan-37---
2006137$0$0-
Data Processing Solutions Inc. 401K Profit Sharing Plan-37---
2005148$0$0-
Data Processing Solutions Inc. 401K Profit Sharing Plan-48---
2004139$0$0-
Data Processing Solutions Inc. 401K Profit Sharing Plan-39---
2003142$0$0-
Data Processing Solutions Inc. 401K Profit Sharing Plan-42---
2002148$0$0-
Data Processing Solutions Inc. 401K Profit Sharing Plan-48---
2001152$0$0-
Data Processing Solutions Inc. 401K Profit Sharing Plan-52---
2000166$0$0-
Data Processing Solutions Inc. 401K Profit Sharing Plan-66---
Schedule Details

Schedule A

Row 1
Filing Id
84037189481029
Form Id
96145849
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
8010379189481020002
Ins Broker 01 Name
LINSCO/PRIVATE LEDGER CORP.
Ins Broker 01 Street Addr
9785 TOWNE CENTRE DRIVE
Ins Broker 01 City
SAN DIEGO
Ins Broker 01 State
CA
Ins Broker 01 ZIP Code
921211968
Ins Broker Comm Pd 01 Amount
$13,933
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 2
Ins Carrier Name: JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.)
Filing Id
84037189481029
Form Id
96145849
Schedule A EIN
52-0941428
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2008-01-01
Schedule A Tax Period
20081231
Ins Carrier Name
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.)
Ins Carrier EIN
01-0233346
Ins Carrier Naic Code
65838
Ins Contract Num
83434
Ins Prsn Covered End of year Count
56
Ins Policy From Date
2008-01-01
Ins Policy To Date
2008-12-31
Ins Broker Comm Total Amount
$13,933
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$39,792
Pension End of year Sep Account Amount
$3,821,119
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
$38,189
Pension Contribution Dep Amount
$0
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$1,603
Pension Transfer From Amount
$0
Pension Other Amount
$0
Pension Total Additions Amount
$1,603
Pension Total Bal Addn Amount
$39,792
Pension Bnfts Dsbrsd Amount
$0
Pension Admin Chrg Amount
$0
Pension Transfer To Amount
$0
Pension Oth Ded Amount
$0
Pension Oth Ded Text
NEGATIVE MARKET VALUE ADJUSTMENT
Pension Total Ded Amount
$0
Pension End of year Bal Amount
$39,792
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
84037189481029
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
8010379189481020003
DFE P1 Entity 01 Name
LIFESTYLE-CONSERVATIVE
DFE P1 Spons 01 Name
JOHN HANCOCK 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
$39,896
Row 2
Filing Id
84037189481029
Page Id
3
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
8010379189481020003
Row 3
Filing Id
84037189481029
Page Id
1
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
8010379189481020003
DFE P1 Entity 01 Name
LIFESTYLE-MODERATE
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INS. CO. (U.S.A.)
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$12,528
Row 4
Filing Id
84037189481029
Page Id
2
Page Seq
1
Page Row Num
1
Row Num
10
Image Form Id
8010379189481020003
DFE P1 Entity 01 Name
LIFECYCLE 2030
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INS. CO. (U.S.A.)
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$6,754
Row 5
Filing Id
84037189481029
Page Id
2
Page Seq
1
Page Row Num
2
Row Num
11
Image Form Id
8010379189481020003
DFE P1 Entity 01 Name
TOTAL RETURN FUND
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INS. CO. (U.S.A.)
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$48,126
Row 6
Filing Id
84037189481029
Page Id
2
Page Seq
1
Page Row Num
3
Row Num
12
Image Form Id
8010379189481020003
DFE P1 Entity 01 Name
INVESTMENT QUAL BOND FUND (VS)
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INS. CO. (U.S.A.)
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$2,174
Row 7
Filing Id
84037189481029
Page Id
2
Page Seq
1
Page Row Num
4
Row Num
13
Image Form Id
8010379189481020003
DFE P1 Entity 01 Name
GLOBAL BOND FUND (VS)
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INS. CO. (U.S.A.)
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$0
Row 8
Filing Id
84037189481029
Page Id
2
Page Seq
1
Page Row Num
5
Row Num
14
Image Form Id
8010379189481020003
DFE P1 Entity 01 Name
HIGH YIELD FUND (VS)
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INS. CO. (U.S.A.)
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$0
Row 9
Filing Id
84037189481029
Page Id
2
Page Seq
1
Page Row Num
6
Row Num
15
Image Form Id
8010379189481020003
DFE P1 Entity 01 Name
INCOME & VALUE FUND (VS)
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INS.CO. (U.S.A.)
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$13,471
Row 10
Filing Id
84037189481029
Page Id
2
Page Seq
2
Page Row Num
1
Row Num
16
Image Form Id
8010379189481020003
DFE P1 Entity 01 Name
EQUITY INCOME FUND (VS)
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INS. CO. (U.S.A.)
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$51,047
Row 11
Filing Id
84037189481029
Page Id
2
Page Seq
2
Page Row Num
2
Row Num
17
Image Form Id
8010379189481020003
DFE P1 Entity 01 Name
PIMCO TOTAL RETURN
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INS. CO. (U.S.A.)
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$220,750
Row 12
Filing Id
84037189481029
Page Id
2
Page Seq
2
Page Row Num
3
Row Num
18
Image Form Id
8010379189481020003
DFE P1 Entity 01 Name
FUNDAMENTAL VALUE FUND (VS)
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INS. CO. (U.S.A.)
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$2,103
Row 13
Filing Id
84037189481029
Page Id
2
Page Seq
2
Page Row Num
4
Row Num
19
Image Form Id
8010379189481020003
DFE P1 Entity 01 Name
500 INDEX FUND
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INS. CO. (U.S.A.)
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$313,001
Row 14
Filing Id
84037189481029
Page Id
1
Page Seq
0
Page Row Num
3
Row Num
2
Image Form Id
8010379189481020003
DFE P1 Entity 01 Name
LIFESTYLE-BALANCED
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INS. CO. (U.S.A.)
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$247,719
Row 15
Filing Id
84037189481029
Page Id
2
Page Seq
2
Page Row Num
5
Row Num
20
Image Form Id
8010379189481020003
DFE P1 Entity 01 Name
ALL CAP VALUE FUND (VS)
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INS. CO. (U.S.A.)
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$71
Row 16
Filing Id
84037189481029
Page Id
2
Page Seq
2
Page Row Num
6
Row Num
21
Image Form Id
8010379189481020003
DFE P1 Entity 01 Name
MID CAP VALUE FUND
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INS. CO. (U.S.A.)
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$200,814
Row 17
Filing Id
84037189481029
Page Id
2
Page Seq
3
Page Row Num
1
Row Num
22
Image Form Id
8010379189481020003
DFE P1 Entity 01 Name
SMALL COMPANY VALUE FUND (VS)
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INS. CO. (U.S.A.)
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$29,722
Row 18
Filing Id
84037189481029
Page Id
2
Page Seq
3
Page Row Num
2
Row Num
23
Image Form Id
8010379189481020003
DFE P1 Entity 01 Name
SMALL CAP OPPORTUNITIES FUND
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INS. CO. (U.S.A.)
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$150,434
Row 19
Filing Id
84037189481029
Page Id
2
Page Seq
3
Page Row Num
3
Row Num
24
Image Form Id
8010379189481020003
DFE P1 Entity 01 Name
REAL EST. SECURITIES FUND (VS)
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INS. CO. (U.S.A.)
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$137,643
Row 20
Filing Id
84037189481029
Page Id
2
Page Seq
3
Page Row Num
4
Row Num
25
Image Form Id
8010379189481020003
DFE P1 Entity 01 Name
UTILITIES FUND (VS)
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INS. CO. (U.S.A.)
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$9,590
Row 21
Filing Id
84037189481029
Page Id
2
Page Seq
3
Page Row Num
5
Row Num
26
Image Form Id
8010379189481020003
DFE P1 Entity 01 Name
CLASSIC VALUE FUND (VS)
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INS. CO. (U.S.A.)
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$9,299
Row 22
Filing Id
84037189481029
Page Id
2
Page Seq
3
Page Row Num
6
Row Num
27
Image Form Id
8010379189481020003
DFE P1 Entity 01 Name
LARGE CAP VALUE FUND (VS)
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INS. CO. (U.S.A.)
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$7,046
Row 23
Filing Id
84037189481029
Page Id
2
Page Seq
4
Page Row Num
1
Row Num
28
Image Form Id
8010379189481020003
DFE P1 Entity 01 Name
DAVIS FINANCIAL
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INS. CO. (U.S.A.)
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$113,291
Row 24
Filing Id
84037189481029
Page Id
2
Page Seq
4
Page Row Num
2
Row Num
29
Image Form Id
8010379189481020003
DFE P1 Entity 01 Name
U.S. LARGE CAP FUND (VS)
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INS. CO. (U.S.A.)
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$21,816
Row 25
Filing Id
84037189481029
Page Id
1
Page Seq
0
Page Row Num
4
Row Num
3
Image Form Id
8010379189481020003
DFE P1 Entity 01 Name
LIFESTYLE-GROWTH
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INS. CO. (U.S.A.)
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$333,311
Row 26
Filing Id
84037189481029
Page Id
2
Page Seq
4
Page Row Num
3
Row Num
30
Image Form Id
8010379189481020003
DFE P1 Entity 01 Name
BLUE CHIP GROWTH FUND (VS
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INS. CO. (U.S.A.)
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$6,776
Row 27
Filing Id
84037189481029
Page Id
2
Page Seq
4
Page Row Num
4
Row Num
31
Image Form Id
8010379189481020003
DFE P1 Entity 01 Name
TOTAL STOCK MKT. INDEX FUND
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INS. CO. (U.S.A.)
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$61
Row 28
Filing Id
84037189481029
Page Id
2
Page Seq
4
Page Row Num
5
Row Num
32
Image Form Id
8010379189481020003
DFE P1 Entity 01 Name
T. ROWE PRICE HEALTH SCI
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INS. CO. (U.S.A.)
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$41,566
Row 29
Filing Id
84037189481029
Page Id
2
Page Seq
4
Page Row Num
6
Row Num
33
Image Form Id
8010379189481020003
DFE P1 Entity 01 Name
ALL CAP CORE FUND (VS)
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INS. CO. (U.S.A.)
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$51,393
Row 30
Filing Id
84037189481029
Page Id
2
Page Seq
5
Page Row Num
1
Row Num
34
Image Form Id
8010379189481020003
DFE P1 Entity 01 Name
STRATEGIC INCOME FUND
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INS. CO. (U.S.A.)
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$0
Row 31
Filing Id
84037189481029
Page Id
2
Page Seq
5
Page Row Num
2
Row Num
35
Image Form Id
8010379189481020003
DFE P1 Entity 01 Name
GLOBAL FUND (VS)
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INS. CO. (U.S.A.)
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$0
Row 32
Filing Id
84037189481029
Page Id
2
Page Seq
5
Page Row Num
3
Row Num
36
Image Form Id
8010379189481020003
DFE P1 Entity 01 Name
MID CAP INDEX FUND
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INS. CO. (U.S.A.)
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$200,571
Row 33
Filing Id
84037189481029
Page Id
2
Page Seq
5
Page Row Num
4
Row Num
37
Image Form Id
8010379189481020003
DFE P1 Entity 01 Name
QUANTITATIVE MID CAP FUND
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INS. CO. (U.S.A.)
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$0
Row 34
Filing Id
84037189481029
Page Id
2
Page Seq
5
Page Row Num
5
Row Num
38
Image Form Id
8010379189481020003
DFE P1 Entity 01 Name
LARGE CAP FUND
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INS. CO. (U.S.A.)
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$3,166
Row 35
Filing Id
84037189481029
Page Id
2
Page Seq
5
Page Row Num
6
Row Num
39
Image Form Id
8010379189481020003
DFE P1 Entity 01 Name
INTERNATIONAL VALUE FUND (VS)
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INS. CO. (U.S.A.)
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$184,370
Row 36
Filing Id
84037189481029
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
4
Image Form Id
8010379189481020003
DFE P1 Entity 01 Name
LIPESI,YLE-AGGRESSIVE
DFE P1 Spons 01 Name
JOHN RANCOCK LIFE INS. CO. (U.S.A.)
DFE P1 Plan 01 EIN Plan number
010233346100
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$60,589
Row 37
Filing Id
84037189481029
Page Id
2
Page Seq
6
Page Row Num
1
Row Num
40
Image Form Id
8010379189481020003
DFE P1 Entity 01 Name
INT'L EQUITY INDEX FUND
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INS. CO. (U.S.A.)
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$159
Row 38
Filing Id
84037189481029
Page Id
2
Page Seq
6
Page Row Num
2
Row Num
41
Image Form Id
8010379189481020003
DFE P1 Entity 01 Name
INT'L SMALL CAP FUND (VS
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INS. CO. (U.S.A.)
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$141
Row 39
Filing Id
84037189481029
Page Id
2
Page Seq
6
Page Row Num
3
Row Num
42
Image Form Id
8010379189481020003
DFE P1 Entity 01 Name
FINANCIAL SERVICES FUND (VS)
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INS. CO. (U.S.A.)
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$14,295
Row 40
Filing Id
84037189481029
Page Id
2
Page Seq
6
Page Row Num
4
Row Num
43
Image Form Id
8010379189481020003
DFE P1 Entity 01 Name
VALUE FUND
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INS. CO. (U.S.A.)
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$6,325
Row 41
Filing Id
84037189481029
Page Id
2
Page Seq
6
Page Row Num
5
Row Num
44
Image Form Id
8010379189481020003
DFE P1 Entity 01 Name
ALL CAP GROWTH FUND (VS)
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INS. CO. (U.S.A.)
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$104
Row 42
Filing Id
84037189481029
Page Id
2
Page Seq
6
Page Row Num
6
Row Num
45
Image Form Id
8010379189481020003
DFE P1 Entity 01 Name
NATURAL RESOURCES FUND (VS)
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INS. CO. (U.S.A.)
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$21,247
Row 43
Filing Id
84037189481029
Page Id
2
Page Seq
7
Page Row Num
1
Row Num
46
Image Form Id
8010379189481020003
DFE P1 Entity 01 Name
MID CAP STOCK FUND (VS)
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INS. CO. (U.S.A.)
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$1,439
Row 44
Filing Id
84037189481029
Page Id
2
Page Seq
7
Page Row Num
2
Row Num
47
Image Form Id
8010379189481020003
DFE P1 Entity 01 Name
DYNAMIC GROWTH FUND (VS)
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INS. CO. (U.S.A.)
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$0
Row 45
Filing Id
84037189481029
Page Id
2
Page Seq
7
Page Row Num
3
Row Num
48
Image Form Id
8010379189481020003
DFE P1 Entity 01 Name
MID VALUE FUND
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INS. CO. (U.S.A.)
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$9,457
Row 46
Filing Id
84037189481029
Page Id
2
Page Seq
7
Page Row Num
4
Row Num
49
Image Form Id
8010379189481020003
DFE P1 Entity 01 Name
SMALL CAP INDEX FUND
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INS. CO. (U.S.A.)
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$1,948
Row 47
Filing Id
84037189481029
Page Id
2
Page Seq
0
Page Row Num
2
Row Num
5
Image Form Id
8010379189481020003
DFE P1 Entity 01 Name
AMRRICAN IILWDS AM PALANUED
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INS. CO. (U.S.A.)
DFE P1 Plan 01 EIN Plan number
010233346100
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$2,092
Row 48
Filing Id
84037189481029
Page Id
2
Page Seq
7
Page Row Num
5
Row Num
50
Image Form Id
8010379189481020003
DFE P1 Entity 01 Name
EMERGING SMALL CO. FUND (VS)
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INS. CO. (U.S.A.)
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$104
Row 49
Filing Id
84037189481029
Page Id
2
Page Seq
7
Page Row Num
6
Row Num
51
Image Form Id
8010379189481020003
DFE P1 Entity 01 Name
HEALTH SCIENCES FUND (VS)
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INS. CO. (U.S.A.)
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$41,566
Row 50
Filing Id
84037189481029
Page Id
2
Page Seq
8
Page Row Num
1
Row Num
52
Image Form Id
8010379189481020003
DFE P1 Entity 01 Name
PACIFIC RIM FUND (VS)
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INS. CO. (U.S.A.)
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$1,171
Row 51
Filing Id
84037189481029
Page Id
2
Page Seq
8
Page Row Num
2
Row Num
53
Image Form Id
8010379189481020003
DFE P1 Entity 01 Name
SCIENCE & TECHNOLOY FUND (VS)
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INS. CO. (U.S.A.)
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$25,870
Row 52
Filing Id
84037189481029
Page Id
2
Page Seq
8
Page Row Num
3
Row Num
54
Image Form Id
8010379189481020003
DFE P1 Entity 01 Name
US CORE FUND (VS)
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INS. CO. (U.S.A.)
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$0
Row 53
Filing Id
84037189481029
Page Id
2
Page Seq
8
Page Row Num
4
Row Num
55
Image Form Id
8010379189481020003
DFE P1 Entity 01 Name
SMALL CAP VALUE FUND
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INS. CO. (U.S.A.)
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$168,122
Row 54
Filing Id
84037189481029
Page Id
2
Page Seq
8
Page Row Num
5
Row Num
56
Image Form Id
8010379189481020003
DFE P1 Entity 01 Name
INTERNATIONAL CORE FUND (VS)
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INS. CO. (U.S.A.)
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$153,022
Row 55
Filing Id
84037189481029
Page Id
2
Page Seq
8
Page Row Num
6
Row Num
57
Image Form Id
8010379189481020003
DFE P1 Entity 01 Name
US GLOBAL LEADERS FUND
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INS. CO (U.S.A.)
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$0
Row 56
Filing Id
84037189481029
Page Id
2
Page Seq
9
Page Row Num
1
Row Num
58
Image Form Id
8010379189481020003
DFE P1 Entity 01 Name
CAPITAL APPRECIATION FUND
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$49
Row 57
Filing Id
84037189481029
Page Id
2
Page Seq
9
Page Row Num
2
Row Num
59
Image Form Id
8010379189481020003
DFE P1 Entity 01 Name
OVERSEAS EQUITY FUND
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$0
Row 58
Filing Id
84037189481029
Page Id
2
Page Seq
0
Page Row Num
3
Row Num
6
Image Form Id
8010379189481020003
DFE P1 Entity 01 Name
AMP.TZICAN TETJNDS WASH KU'I'LJAY.
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INS. CO. (U.S.A.)
DFE P1 Plan 01 EIN Plan number
010233346100
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$88,558
Row 59
Filing Id
84037189481029
Page Id
2
Page Seq
9
Page Row Num
3
Row Num
60
Image Form Id
8010379189481020003
DFE P1 Entity 01 Name
INTERNATIONAL OPPS FUND
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$5,730
Row 60
Filing Id
84037189481029
Page Id
2
Page Seq
9
Page Row Num
4
Row Num
61
Image Form Id
8010379189481020003
DFE P1 Entity 01 Name
SMALL CAP GROWTH FUND
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$57
Row 61
Filing Id
84037189481029
Page Id
2
Page Seq
9
Page Row Num
5
Row Num
62
Image Form Id
8010379189481020003
DFE P1 Entity 01 Name
SHORT-TERM FEDERAL
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$41,496
Row 62
Filing Id
84037189481029
Page Id
2
Page Seq
9
Page Row Num
6
Row Num
63
Image Form Id
8010379189481020003
DFE P1 Entity 01 Name
PIMCO GLOBAL BOND
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$137,478
Row 63
Filing Id
84037189481029
Page Id
2
Page Seq
10
Page Row Num
1
Row Num
64
Image Form Id
8010379189481020003
DFE P1 Entity 01 Name
MFS UTILITIES
DFE P1 Spons 01 Name
JOHN HANCOCK 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
$20,268
Row 64
Filing Id
84037189481029
Page Id
2
Page Seq
10
Page Row Num
2
Row Num
65
Image Form Id
8010379189481020003
DFE P1 Entity 01 Name
BLACKROCK LARGE VALUE
DFE P1 Spons 01 Name
JOHN HANCOCK 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
$81,075
Row 65
Filing Id
84037189481029
Page Id
2
Page Seq
10
Page Row Num
3
Row Num
66
Image Form Id
8010379189481020003
DFE P1 Entity 01 Name
TEMPLETON WORLD
DFE P1 Spons 01 Name
JOHN HANCOCK 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
$961
Row 66
Filing Id
84037189481029
Page Id
2
Page Seq
10
Page Row Num
4
Row Num
67
Image Form Id
8010379189481020003
DFE P1 Entity 01 Name
COLUMBIA MARSICO INTL OPPS
DFE P1 Spons 01 Name
JOHN HANCOCK 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
$16,868
Row 67
Filing Id
84037189481029
Page Id
2
Page Seq
10
Page Row Num
5
Row Num
68
Image Form Id
8010379189481020003
DFE P1 Entity 01 Name
ENERGY
DFE P1 Spons 01 Name
JOHN HANCOCK 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
$19,887
Row 68
Filing Id
84037189481029
Page Id
2
Page Seq
10
Page Row Num
6
Row Num
69
Image Form Id
8010379189481020003
DFE P1 Entity 01 Name
AMERICAN CENTURY VISTA
DFE P1 Spons 01 Name
JOHN HANCOCK 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
$18,000
Row 69
Filing Id
84037189481029
Page Id
2
Page Seq
0
Page Row Num
4
Row Num
7
Image Form Id
8010379189481020003
DFE P1 Entity 01 Name
AMERTCAN I-,LTNDS GROW"IH YLJND
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INS. CO. (U.S.A.)
DFE P1 Plan 01 EIN Plan number
010233346100
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$164,295
Row 70
Filing Id
84037189481029
Page Id
2
Page Seq
11
Page Row Num
1
Row Num
70
Image Form Id
8010379189481020003
DFE P1 Entity 01 Name
DFA EMERGING MARKETS VALUE
DFE P1 Spons 01 Name
JOHN HANCOCK 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
$16,107
Row 71
Filing Id
84037189481029
Page Id
2
Page Seq
0
Page Row Num
5
Row Num
8
Image Form Id
8010379189481020003
DFE P1 Entity 01 Name
AMERICAN I-,LTNL)S HUMOPACIFIC
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INS. CO. (U.S.A.)
DFE P1 Plan 01 EIN Plan number
010233346100
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$27,013
Row 72
Filing Id
84037189481029
Page Id
2
Page Seq
0
Page Row Num
6
Row Num
9
Image Form Id
8010379189481020003
DFE P1 Entity 01 Name
MONEY MARJC8T I-IJNL)
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INS. CO. (U.S A.)
DFE P1 Plan 01 EIN Plan number
010233346100
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$135,957
Row 73
Filing Id
84037189481029
Schedule D EIN
52-0941428
Schedule D Plan number
001
Schedule D Plan Year Begin Date
2008-01-01
Schedule D Tax Period
20081231

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$3,863,045

Balance Sheet

Beginning and end of plan year.

Total assets$5,731,703$3,863,045Decrease -$1,868,658 (-32.60%)
Total liabilities$0$0No change $0
Net assets$5,731,703$3,863,045Decrease -$1,868,658 (-32.60%)

Contributions

Employer contributions$57,716
Participant contributions$161,015
Other contributions$0

Income & Expenses

Total income$-1,686,146
Total expenses$182,512
Net income$-1,868,658
Source fields
Schedule I source fields
Filing Id
84037189481029
Schedule I EIN
52-0941428
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2008-01-01
Schedule I Tax Period
20081231
Small Total Assets Beginning of year Amount
$5,731,703
Small Total Liabilities Beginning of year Amount
$0
Small Net Assets Beginning of year Amount
$5,731,703
Small Total Assets End of year Amount
$3,863,045
Small Total Liabilities End of year Amount
$0
Small Net Assets End of year Amount
$3,863,045
Small Employer Contribution Income Amount
$57,716
Small Participant Contribution Amount
$161,015
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$-1,904,877
Small Total Income Amount
$-1,686,146
Small Total Distribution Bnft Amount
$180,131
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$2,381
Small Total Expenses Amount
$182,512
Small Net Income Amount
$-1,868,658
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
No
Small Mortg Participants End of year Amount
$0
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 Loans In Default Indicator
No
Small Loans In Default Amount
$0
Small Leases In Default Indicator
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 Ins Fidelity Bond Indicator
Yes
Small Plan Ins Fidelity Bond Amount
$500,000
Small Loss Discovered Dur Year Indicator
No
Small Loss Discovered Dur Year Amount
$0
Small Asset Undeterm Valuation Indicator
No
Small Asset Undeterm Valuation Amount
$0
Small Non Cash Contribution Indicator
No
Small Non Cash Contribution Amount
$0
Small 20 Percent Sngl Investment Indicator
No
Small 20 Percent Sngl Investment Amount
$0
Small All Plan Asset Distribution Indicator
No
Waiver Annual Iqpa Report
1
Small Res Terminate Plan Adpt Indicator
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
84037189481029
Schedule R EIN
52-0941428
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2008-01-01
Schedule R Tax Period
20081231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
01-0233346
Pension Payor 02 EIN
52-1491634
Pension Bnft Distribution Sngl Sum Count
0
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0
Pension Satisfy Cover Basis Code
1