Civic Intelligence
Filing

Beach, Fleischman & Co. PC. 401K Plan

Beach, Fleischman & Co. PC. • EIN 86-0683059 • Plan year 2006

Company ProfileSource Archive
Filing Insights

Participants

Down

124 → 97

-27 • -21.77%

Assets

Up

$7,541,199 → $9,748,673

$2,207,474 • 29.27%

Investment Management Fee

0.00%

$0

Admin expenses $3,781 • Total expenses $276,299

Filing Details

Context
Net investment result
$2,207,474
Pension payor EIN
01-0233346

Status Flags

Fidelity bond in place

Yes

Limited-scope audit performed

Not reported

Contributions transmitted on time

No

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

No

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Yes

5% transactions reported

No

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties
ProviderServicesLocationDirect CompensationRelated
DENNIS, SCHMICH & CO., LTDEIN 86-0670260Accountant---

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20243219$62,536,365$4,872,210$22,248iApproximate average salary by contribution assumption: employee only about $556,188 at 4% or $370,792 at 6%; with 50% employer match about $370,792 at 4% or $247,195 at 6%; with 100% employer match about $278,094 at 4% or $185,396 at 6%.
Beach, Fleischman & Co. PC. 401K Plan-219$51,598,280$4,172,210$19,051iApproximate average salary by contribution assumption: employee only about $476,280 at 4% or $317,520 at 6%; with 50% employer match about $317,520 at 4% or $211,680 at 6%; with 100% employer match about $238,140 at 4% or $158,760 at 6%.
Beachfleischman PC Employees' Cash Balance Plan-164$10,938,085$700,000$4,268iApproximate average salary by contribution assumption: employee only about $106,707 at 4% or $71,138 at 6%; with 50% employer match about $71,138 at 4% or $47,425 at 6%; with 100% employer match about $53,354 at 4% or $35,569 at 6%.
Beachfleischman PC Welfare Benefits Wrap Plan-192---
20233203$56,019,500$5,060,907$24,931iApproximate average salary by contribution assumption: employee only about $623,264 at 4% or $415,510 at 6%; with 50% employer match about $415,510 at 4% or $277,006 at 6%; with 100% employer match about $311,632 at 4% or $207,755 at 6%.
Beach, Fleischman & Co. PC. 401K Plan-203$46,282,876$4,306,639$21,215iApproximate average salary by contribution assumption: employee only about $530,374 at 4% or $353,583 at 6%; with 50% employer match about $353,583 at 4% or $235,722 at 6%; with 100% employer match about $265,187 at 4% or $176,791 at 6%.
Beachfleischman PC Employees' Cash Balance Plan-157$9,736,624$754,268$4,804iApproximate average salary by contribution assumption: employee only about $120,106 at 4% or $80,071 at 6%; with 50% employer match about $80,071 at 4% or $53,381 at 6%; with 100% employer match about $60,053 at 4% or $40,035 at 6%.
Beachfleischman PC Welfare Benefits Wrap Plan-180---
20223186$50,307,980$4,904,751$26,370iApproximate average salary by contribution assumption: employee only about $659,241 at 4% or $439,494 at 6%; with 50% employer match about $439,494 at 4% or $292,996 at 6%; with 100% employer match about $329,620 at 4% or $219,747 at 6%.
Beach, Fleischman & Co. PC. 401K Plan-186$41,487,866$4,173,635$22,439iApproximate average salary by contribution assumption: employee only about $560,972 at 4% or $373,982 at 6%; with 50% employer match about $373,982 at 4% or $249,321 at 6%; with 100% employer match about $280,486 at 4% or $186,991 at 6%.
Beachfleischman PC Employees' Cash Balance Plan-144$8,820,114$731,116$5,077iApproximate average salary by contribution assumption: employee only about $126,930 at 4% or $84,620 at 6%; with 50% employer match about $84,620 at 4% or $56,413 at 6%; with 100% employer match about $63,465 at 4% or $42,310 at 6%.
Beachfleischman PC Welfare Benefits Wrap Plan-162---
20213174$57,779,389$4,258,700$24,475iApproximate average salary by contribution assumption: employee only about $611,882 at 4% or $407,921 at 6%; with 50% employer match about $407,921 at 4% or $271,948 at 6%; with 100% employer match about $305,941 at 4% or $203,961 at 6%.
Beach, Fleischman & Co. PC. 401K Plan-174$48,308,280$3,679,179$21,145iApproximate average salary by contribution assumption: employee only about $528,618 at 4% or $352,412 at 6%; with 50% employer match about $352,412 at 4% or $234,941 at 6%; with 100% employer match about $264,309 at 4% or $176,206 at 6%.
Beachfleischman PC Employees' Cash Balance Plan-137$9,471,109$579,521$4,230iApproximate average salary by contribution assumption: employee only about $105,752 at 4% or $70,501 at 6%; with 50% employer match about $70,501 at 4% or $47,001 at 6%; with 100% employer match about $52,876 at 4% or $35,251 at 6%.
Beachfleischman PC Welfare Benefits Wrap Plan-164---
20203187$50,560,568$4,296,781$22,977iApproximate average salary by contribution assumption: employee only about $574,436 at 4% or $382,957 at 6%; with 50% employer match about $382,957 at 4% or $255,305 at 6%; with 100% employer match about $287,218 at 4% or $191,479 at 6%.
Beach, Fleischman & Co. PC. 401K Plan-187$42,246,062$3,602,712$19,266iApproximate average salary by contribution assumption: employee only about $481,646 at 4% or $321,097 at 6%; with 50% employer match about $321,097 at 4% or $214,065 at 6%; with 100% employer match about $240,823 at 4% or $160,549 at 6%.
Beachfleischman PC Employees' Cash Balance Plan-158$8,314,506$694,069$4,393iApproximate average salary by contribution assumption: employee only about $109,821 at 4% or $73,214 at 6%; with 50% employer match about $73,214 at 4% or $48,809 at 6%; with 100% employer match about $54,911 at 4% or $36,607 at 6%.
Beachfleischman PC Welfare Benefits Wrap Plan-166---
20193191$44,143,877$4,033,087$21,116iApproximate average salary by contribution assumption: employee only about $527,891 at 4% or $351,927 at 6%; with 50% employer match about $351,927 at 4% or $234,618 at 6%; with 100% employer match about $263,945 at 4% or $175,964 at 6%.
Beach, Fleischman & Co. PC. 401K Plan-191$36,694,881$3,339,982$17,487iApproximate average salary by contribution assumption: employee only about $437,170 at 4% or $291,447 at 6%; with 50% employer match about $291,447 at 4% or $194,298 at 6%; with 100% employer match about $218,585 at 4% or $145,723 at 6%.
Beachfleischman PC Employees' Cash Balance Plan-151$7,448,996$693,105$4,590iApproximate average salary by contribution assumption: employee only about $114,752 at 4% or $76,502 at 6%; with 50% employer match about $76,502 at 4% or $51,001 at 6%; with 100% employer match about $57,376 at 4% or $38,251 at 6%.
Beachfleischman PC Welfare Benefits Wrap Plan-177---
20183160$38,069,559$3,566,498$22,291iApproximate average salary by contribution assumption: employee only about $557,265 at 4% or $371,510 at 6%; with 50% employer match about $371,510 at 4% or $247,673 at 6%; with 100% employer match about $278,633 at 4% or $185,755 at 6%.
Beach, Fleischman & Co. PC. 401K Plan-160$31,900,828$2,921,738$18,261iApproximate average salary by contribution assumption: employee only about $456,522 at 4% or $304,348 at 6%; with 50% employer match about $304,348 at 4% or $202,898 at 6%; with 100% employer match about $228,261 at 4% or $152,174 at 6%.
Beachfleischman PC Employees' Cash Balance Plan-133$6,168,731$644,760$4,848iApproximate average salary by contribution assumption: employee only about $121,195 at 4% or $80,797 at 6%; with 50% employer match about $80,797 at 4% or $53,865 at 6%; with 100% employer match about $60,598 at 4% or $40,398 at 6%.
Beachfleischman PC Welfare Benefits Wrap Plan-151---
20173163$37,926,635$3,369,232$20,670iApproximate average salary by contribution assumption: employee only about $516,753 at 4% or $344,502 at 6%; with 50% employer match about $344,502 at 4% or $229,668 at 6%; with 100% employer match about $258,377 at 4% or $172,251 at 6%.
Beach, Fleischman & Co. PC. 401K Plan-163$31,674,415$2,793,334$17,137iApproximate average salary by contribution assumption: employee only about $428,425 at 4% or $285,617 at 6%; with 50% employer match about $285,617 at 4% or $190,411 at 6%; with 100% employer match about $214,213 at 4% or $142,808 at 6%.
Beachfleischman PC Employees' Cash Balance Plan-127$6,252,220$575,898$4,535iApproximate average salary by contribution assumption: employee only about $113,366 at 4% or $75,577 at 6%; with 50% employer match about $75,577 at 4% or $50,385 at 6%; with 100% employer match about $56,683 at 4% or $37,789 at 6%.
Beachfleischman PC Welfare Benefits Wrap Plan-137---
20163165$31,617,545$3,195,942$19,369iApproximate average salary by contribution assumption: employee only about $484,234 at 4% or $322,822 at 6%; with 50% employer match about $322,822 at 4% or $215,215 at 6%; with 100% employer match about $242,117 at 4% or $161,411 at 6%.
Beach, Fleischman & Co. PC. 401K Plan-149$26,348,395$2,640,757$17,723iApproximate average salary by contribution assumption: employee only about $443,080 at 4% or $295,387 at 6%; with 50% employer match about $295,387 at 4% or $196,924 at 6%; with 100% employer match about $221,540 at 4% or $147,693 at 6%.
Beachfleischman PC Employees' Cash Balance Plan-129$5,269,150$555,185$4,304iApproximate average salary by contribution assumption: employee only about $107,594 at 4% or $71,729 at 6%; with 50% employer match about $71,729 at 4% or $47,820 at 6%; with 100% employer match about $53,797 at 4% or $35,865 at 6%.
Beachfleischman PC Welfare Benefits Wrap Plan-165---
20153141$27,554,148$3,012,546$21,366iApproximate average salary by contribution assumption: employee only about $534,139 at 4% or $356,093 at 6%; with 50% employer match about $356,093 at 4% or $237,395 at 6%; with 100% employer match about $267,070 at 4% or $178,046 at 6%.
Beach, Fleischman & Co. PC. 401K Plan-141$23,004,959$2,485,230$17,626iApproximate average salary by contribution assumption: employee only about $440,644 at 4% or $293,762 at 6%; with 50% employer match about $293,762 at 4% or $195,842 at 6%; with 100% employer match about $220,322 at 4% or $146,881 at 6%.
Beachfleischman PC Employees' Cash Balance Plan-127$4,549,189$527,316$4,152iApproximate average salary by contribution assumption: employee only about $103,802 at 4% or $69,202 at 6%; with 50% employer match about $69,202 at 4% or $46,134 at 6%; with 100% employer match about $51,901 at 4% or $34,601 at 6%.
Beachfleischman PC Welfare Benefits Wrap Plan-132---
20143137$26,143,687$2,934,888$21,423iApproximate average salary by contribution assumption: employee only about $535,564 at 4% or $357,042 at 6%; with 50% employer match about $357,042 at 4% or $238,028 at 6%; with 100% employer match about $267,782 at 4% or $178,521 at 6%.
Beach, Fleischman & Co. PC. 401K Plan-137$22,096,436$2,429,602$17,734iApproximate average salary by contribution assumption: employee only about $443,358 at 4% or $295,572 at 6%; with 50% employer match about $295,572 at 4% or $197,048 at 6%; with 100% employer match about $221,679 at 4% or $147,786 at 6%.
Beachfleischman PC Employees' Cash Balance Plan-100$4,047,251$505,286$5,053iApproximate average salary by contribution assumption: employee only about $126,321 at 4% or $84,214 at 6%; with 50% employer match about $84,214 at 4% or $56,143 at 6%; with 100% employer match about $63,161 at 4% or $42,107 at 6%.
Beachfleischman PC Welfare Benefits Wrap Plan-131---
20133133$22,250,486$2,936,697$22,080iApproximate average salary by contribution assumption: employee only about $552,011 at 4% or $368,007 at 6%; with 50% employer match about $368,007 at 4% or $245,338 at 6%; with 100% employer match about $276,005 at 4% or $184,004 at 6%.
Beach, Fleischman & Co. PC. 401K Plan-133$18,790,950$2,362,295$17,762iApproximate average salary by contribution assumption: employee only about $444,040 at 4% or $296,027 at 6%; with 50% employer match about $296,027 at 4% or $197,351 at 6%; with 100% employer match about $222,020 at 4% or $148,013 at 6%.
Beachfleischman PC Employees' Cash Balance Plan-113$3,459,536$574,402$5,083iApproximate average salary by contribution assumption: employee only about $127,080 at 4% or $84,720 at 6%; with 50% employer match about $84,720 at 4% or $56,480 at 6%; with 100% employer match about $63,540 at 4% or $42,360 at 6%.
Beachfleischman PC Welfare Benefits Wrap Plan-126---
20123107$17,781,452$2,080,479$19,444iApproximate average salary by contribution assumption: employee only about $486,093 at 4% or $324,062 at 6%; with 50% employer match about $324,062 at 4% or $216,041 at 6%; with 100% employer match about $243,047 at 4% or $162,031 at 6%.
Beach, Fleischman & Co. PC. 401K Plan-106$15,190,411$1,841,288$17,371iApproximate average salary by contribution assumption: employee only about $434,266 at 4% or $289,511 at 6%; with 50% employer match about $289,511 at 4% or $193,007 at 6%; with 100% employer match about $217,133 at 4% or $144,755 at 6%.
Beachfleischman PC Employees' Cash Balance Plan-107$2,591,041$239,191$2,235iApproximate average salary by contribution assumption: employee only about $55,886 at 4% or $37,257 at 6%; with 50% employer match about $37,257 at 4% or $24,838 at 6%; with 100% employer match about $27,943 at 4% or $18,629 at 6%.
Beachfleischman PC Welfare Benefits Wrap Plan-102---
2011398$15,631,370$1,579,511$16,117iApproximate average salary by contribution assumption: employee only about $402,936 at 4% or $268,624 at 6%; with 50% employer match about $268,624 at 4% or $179,083 at 6%; with 100% employer match about $201,468 at 4% or $134,312 at 6%.
Beach, Fleischman & Co. PC. 401K Plan-95$13,424,716$1,451,512$15,279iApproximate average salary by contribution assumption: employee only about $381,977 at 4% or $254,651 at 6%; with 50% employer match about $254,651 at 4% or $169,767 at 6%; with 100% employer match about $190,988 at 4% or $127,326 at 6%.
Beachfleischman PC Employees' Cash Balance Plan-98$2,206,654$127,999$1,306iApproximate average salary by contribution assumption: employee only about $32,653 at 4% or $21,769 at 6%; with 50% employer match about $21,769 at 4% or $14,512 at 6%; with 100% employer match about $16,326 at 4% or $10,884 at 6%.
Beachfleischman PC Welfare Benefits Wrap Plan-92---
20103109$15,847,238$1,586,923$14,559iApproximate average salary by contribution assumption: employee only about $363,973 at 4% or $242,649 at 6%; with 50% employer match about $242,649 at 4% or $161,766 at 6%; with 100% employer match about $181,987 at 4% or $121,324 at 6%.
Beach, Fleischman & Co. PC. 401K Plan-109$13,732,409$1,439,488$13,206iApproximate average salary by contribution assumption: employee only about $330,158 at 4% or $220,105 at 6%; with 50% employer match about $220,105 at 4% or $146,737 at 6%; with 100% employer match about $165,079 at 4% or $110,053 at 6%.
Beachfleischman PC Employees' Cash Balance Plan-106$2,114,829$147,435$1,391iApproximate average salary by contribution assumption: employee only about $34,772 at 4% or $23,182 at 6%; with 50% employer match about $23,182 at 4% or $15,454 at 6%; with 100% employer match about $17,386 at 4% or $11,591 at 6%.
Beachfleischman PC Welfare Benefits Wrap Plan-97---
20094123$13,708,665$1,711,022$13,911iApproximate average salary by contribution assumption: employee only about $347,769 at 4% or $231,846 at 6%; with 50% employer match about $231,846 at 4% or $154,564 at 6%; with 100% employer match about $173,884 at 4% or $115,923 at 6%.
Beach, Fleischman & Co. PC. 401K Plan-123$11,888,722$1,357,044$11,033iApproximate average salary by contribution assumption: employee only about $275,822 at 4% or $183,881 at 6%; with 50% employer match about $183,881 at 4% or $122,588 at 6%; with 100% employer match about $137,911 at 4% or $91,941 at 6%.
Beachfleischman PC Employees' Cash Balance Plan-116$1,819,943$353,978$3,052iApproximate average salary by contribution assumption: employee only about $76,288 at 4% or $50,859 at 6%; with 50% employer match about $50,859 at 4% or $33,906 at 6%; with 100% employer match about $38,144 at 4% or $25,429 at 6%.
Beachfleischman PC Bcbs-99---
Beachfleischman PC Welfare Benefits Wrap Plan-101---
20084121$8,274,201$1,534,022$12,678iApproximate average salary by contribution assumption: employee only about $316,947 at 4% or $211,298 at 6%; with 50% employer match about $211,298 at 4% or $140,865 at 6%; with 100% employer match about $158,473 at 4% or $105,649 at 6%.
Beach, Fleischman & Co. PC. 401K Plan-121$8,274,201$1,534,022$12,678iApproximate average salary by contribution assumption: employee only about $316,947 at 4% or $211,298 at 6%; with 50% employer match about $211,298 at 4% or $140,865 at 6%; with 100% employer match about $158,473 at 4% or $105,649 at 6%.
Beachfleischman PC Employees' Cash Balance Plan-89---
BEACHFLEISCHMAN PC HARTFORD-103---
BEACHFLEISCHMAN PC LINCOLN-104---
20072106$11,165,437$1,455,477$13,731iApproximate average salary by contribution assumption: employee only about $343,273 at 4% or $228,849 at 6%; with 50% employer match about $228,849 at 4% or $152,566 at 6%; with 100% employer match about $171,636 at 4% or $114,424 at 6%.
Beach, Fleischman & Co. PC. 401K Plan-106$11,165,437$1,455,477$13,731iApproximate average salary by contribution assumption: employee only about $343,273 at 4% or $228,849 at 6%; with 50% employer match about $228,849 at 4% or $152,566 at 6%; with 100% employer match about $171,636 at 4% or $114,424 at 6%.
Beachfleischman PC Employees' Cash Balance Plan-84---
2006297$10,725,389$1,773,759$18,286iApproximate average salary by contribution assumption: employee only about $457,154 at 4% or $304,770 at 6%; with 50% employer match about $304,770 at 4% or $203,180 at 6%; with 100% employer match about $228,577 at 4% or $152,385 at 6%.
Beach, Fleischman & Co. PC. 401K PlanCurrent97$9,748,673$1,505,653$15,522iApproximate average salary by contribution assumption: employee only about $388,055 at 4% or $258,703 at 6%; with 50% employer match about $258,703 at 4% or $172,469 at 6%; with 100% employer match about $194,027 at 4% or $129,352 at 6%.
Beachfleischman PC Employees' Cash Balance Plan-75$976,716$268,106$3,575iApproximate average salary by contribution assumption: employee only about $89,369 at 4% or $59,579 at 6%; with 50% employer match about $59,579 at 4% or $39,719 at 6%; with 100% employer match about $44,684 at 4% or $29,790 at 6%.
2005294$8,210,714$1,505,314$16,014iApproximate average salary by contribution assumption: employee only about $400,349 at 4% or $266,900 at 6%; with 50% employer match about $266,900 at 4% or $177,933 at 6%; with 100% employer match about $200,175 at 4% or $133,450 at 6%.
Beach, Fleischman & Co. PC. 401K Plan-94$7,541,199$1,277,398$13,589iApproximate average salary by contribution assumption: employee only about $339,734 at 4% or $226,489 at 6%; with 50% employer match about $226,489 at 4% or $150,993 at 6%; with 100% employer match about $169,867 at 4% or $113,245 at 6%.
Beachfleischman PC Employees' Cash Balance Plan-71$669,515$227,916$3,210iApproximate average salary by contribution assumption: employee only about $80,252 at 4% or $53,501 at 6%; with 50% employer match about $53,501 at 4% or $35,668 at 6%; with 100% employer match about $40,126 at 4% or $26,751 at 6%.
2004285$6,487,628$1,295,407$15,240iApproximate average salary by contribution assumption: employee only about $381,002 at 4% or $254,001 at 6%; with 50% employer match about $254,001 at 4% or $169,334 at 6%; with 100% employer match about $190,501 at 4% or $127,001 at 6%.
Beach, Fleischman & Co. PC. 401K Plan-85$6,053,441$1,118,654$13,161iApproximate average salary by contribution assumption: employee only about $329,016 at 4% or $219,344 at 6%; with 50% employer match about $219,344 at 4% or $146,229 at 6%; with 100% employer match about $164,508 at 4% or $109,672 at 6%.
Beachfleischman PC Employees' Cash Balance Plan-67$434,187$176,753$2,638iApproximate average salary by contribution assumption: employee only about $65,953 at 4% or $43,968 at 6%; with 50% employer match about $43,968 at 4% or $29,312 at 6%; with 100% employer match about $32,976 at 4% or $21,984 at 6%.
2003280$4,746,080$1,037,519$12,969iApproximate average salary by contribution assumption: employee only about $324,225 at 4% or $216,150 at 6%; with 50% employer match about $216,150 at 4% or $144,100 at 6%; with 100% employer match about $162,112 at 4% or $108,075 at 6%.
Beach, Fleischman & Co. PC. 401K Plan-80$4,501,250$904,071$11,301iApproximate average salary by contribution assumption: employee only about $282,522 at 4% or $188,348 at 6%; with 50% employer match about $188,348 at 4% or $125,565 at 6%; with 100% employer match about $141,261 at 4% or $94,174 at 6%.
Beachfleischman PC Employees' Cash Balance Plan-66$244,830$133,448$2,022iApproximate average salary by contribution assumption: employee only about $50,548 at 4% or $33,699 at 6%; with 50% employer match about $33,699 at 4% or $22,466 at 6%; with 100% employer match about $25,274 at 4% or $16,849 at 6%.
2002360$0$0-
Beach, Fleischman & Co. PC. 401K Plan-60---
BEACH, FLEISCHMAN & CO,, P.C. OFFICERS PENSION PLAN-0---
Beachfleischman PC Employees' Cash Balance Plan-45---
2001253$0$0-
BEACH, FLEISCHMAN & CO,, P.C. OFFICERS PENSION PLAN-11---
Beach, Fleischman & Co. PC. 401K Plan-53---
2000149$0$0-
Beach, Fleischman & Co. PC. 401K Plan-49---
1999143$2,208,023$325,917$7,579iApproximate average salary by contribution assumption: employee only about $189,487 at 4% or $126,324 at 6%; with 50% employer match about $126,324 at 4% or $84,216 at 6%; with 100% employer match about $94,743 at 4% or $63,162 at 6%.
Beach, Fleischman & Co. PC. 401K Plan-43$2,208,023$325,917$7,579iApproximate average salary by contribution assumption: employee only about $189,487 at 4% or $126,324 at 6%; with 50% employer match about $126,324 at 4% or $84,216 at 6%; with 100% employer match about $94,743 at 4% or $63,162 at 6%.
Schedule Details

Schedule A

Row 1
Filing Id
84037347227287
Form Id
84762274
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
6020377347227030002
Ins Broker 01 Name
PACIFIC INVESTMENT MANAGEMENT CO
Ins Broker Comm Pd 01 Amount
$0
Ins Broker Fees Pd 01 Amount
$3
Ins Broker Fees Pd 01 Text
REDEMPTION FEES
Ins Broker 01 Code
6
Row 2
Ins Carrier Name: JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.)
Filing Id
84037347227287
Form Id
84762274
Schedule A EIN
86-0683059
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2006-01-01
Schedule A Tax Period
20061231
Ins Carrier Name
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.)
Ins Carrier EIN
01-0233346
Ins Carrier Naic Code
65838
Ins Contract Num
12984
Ins Prsn Covered End of year Count
143
Ins Policy From Date
2006-01-01
Ins Policy To Date
2006-12-31
Ins Broker Comm Total Amount
$0
Ins Broker Fees Total Amount
$3
Pension End of year Gen Account Amount
$740,502
Pension End of year Sep Account Amount
$8,207,004
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
$86,500
Pension Contribution Dep Amount
$26,223
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$12,738
Pension Transfer From Amount
$615,198
Pension Other Amount
$0
Pension Total Additions Amount
$654,159
Pension Total Bal Addn Amount
$740,659
Pension Bnfts Dsbrsd Amount
$0
Pension Admin Chrg Amount
$157
Pension Transfer To Amount
$0
Pension Oth Ded Amount
$0
Pension Total Ded Amount
$157
Pension End of year Bal Amount
$740,502
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
84037347227287
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
6020377347227030003
DFE P1 Entity 01 Name
JH LIFESTYLE CONSERVATIVE
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$452,925
Row 2
Filing Id
84037347227287
Page Id
3
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
6020377347227030003
Row 3
Filing Id
84037347227287
Page Id
1
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
6020377347227030003
DFE P1 Entity 01 Name
JH LIFESTYLE MODERATE
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$63,712
Row 4
Filing Id
84037347227287
Page Id
2
Page Seq
1
Page Row Num
1
Row Num
10
Image Form Id
6020377347227030003
DFE P1 Entity 01 Name
JH SALOMON BROS HIGH YIELD
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$332,911
Row 5
Filing Id
84037347227287
Page Id
2
Page Seq
1
Page Row Num
2
Row Num
11
Image Form Id
6020377347227030003
DFE P1 Entity 01 Name
JH AMERICAN FUNDS AM BALANCED
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$8,064
Row 6
Filing Id
84037347227287
Page Id
2
Page Seq
1
Page Row Num
3
Row Num
12
Image Form Id
6020377347227030003
DFE P1 Entity 01 Name
JH AMERICAN FUNDS WASH MUTUAL
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$12,764
Row 7
Filing Id
84037347227287
Page Id
2
Page Seq
1
Page Row Num
4
Row Num
13
Image Form Id
6020377347227030003
DFE P1 Entity 01 Name
JH T. ROWE PRICE EQUITY INC.
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$31,484
Row 8
Filing Id
84037347227287
Page Id
2
Page Seq
1
Page Row Num
5
Row Num
14
Image Form Id
6020377347227030003
DFE P1 Entity 01 Name
JH DAVIS NEW YORK VENTURE
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$186,573
Row 9
Filing Id
84037347227287
Page Id
2
Page Seq
1
Page Row Num
6
Row Num
15
Image Form Id
6020377347227030003
DFE P1 Entity 01 Name
JH MUTUAL BEACON
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$44,860
Row 10
Filing Id
84037347227287
Page Id
2
Page Seq
2
Page Row Num
1
Row Num
16
Image Form Id
6020377347227030003
DFE P1 Entity 01 Name
JH WEITZ PARTNERS VALUE
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$258,764
Row 11
Filing Id
84037347227287
Page Id
2
Page Seq
2
Page Row Num
2
Row Num
17
Image Form Id
6020377347227030003
DFE P1 Entity 01 Name
JH FIDELITY ADVISOR DIV GRWTH
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$34,911
Row 12
Filing Id
84037347227287
Page Id
2
Page Seq
2
Page Row Num
3
Row Num
18
Image Form Id
6020377347227030003
DFE P1 Entity 01 Name
JH FRANKLIN BALANCE SHEET
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$160,005
Row 13
Filing Id
84037347227287
Page Id
2
Page Seq
2
Page Row Num
4
Row Num
19
Image Form Id
6020377347227030003
DFE P1 Entity 01 Name
JH MUTUAL DISCOVERY
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$84,155
Row 14
Filing Id
84037347227287
Page Id
1
Page Seq
0
Page Row Num
3
Row Num
2
Image Form Id
6020377347227030003
DFE P1 Entity 01 Name
JH LIFESTYLE BALANCED
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$1,626,767
Row 15
Filing Id
84037347227287
Page Id
2
Page Seq
2
Page Row Num
5
Row Num
20
Image Form Id
6020377347227030003
DFE P1 Entity 01 Name
JH LORD ABBETT ALL VALUE
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$6,641
Row 16
Filing Id
84037347227287
Page Id
2
Page Seq
2
Page Row Num
6
Row Num
21
Image Form Id
6020377347227030003
DFE P1 Entity 01 Name
JH LORD ABBETT MID CAP VALUE
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$159,563
Row 17
Filing Id
84037347227287
Page Id
2
Page Seq
3
Page Row Num
1
Row Num
22
Image Form Id
6020377347227030003
DFE P1 Entity 01 Name
JH T. ROWE PRICE MID-CAP VAL
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$2,034
Row 18
Filing Id
84037347227287
Page Id
2
Page Seq
3
Page Row Num
2
Row Num
23
Image Form Id
6020377347227030003
DFE P1 Entity 01 Name
JH LEGG PART SMALL CAP VALUE
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$8,216
Row 19
Filing Id
84037347227287
Page Id
2
Page Seq
3
Page Row Num
3
Row Num
24
Image Form Id
6020377347227030003
DFE P1 Entity 01 Name
JH T. ROWE PRICE SML CAP VAL
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$132,827
Row 20
Filing Id
84037347227287
Page Id
2
Page Seq
3
Page Row Num
4
Row Num
25
Image Form Id
6020377347227030003
DFE P1 Entity 01 Name
JH MUNDER SMALL-CAP VALUE
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$14,402
Row 21
Filing Id
84037347227287
Page Id
2
Page Seq
3
Page Row Num
5
Row Num
26
Image Form Id
6020377347227030003
DFE P1 Entity 01 Name
JH DWS RREEF REAL ESTATE
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$13,862
Row 22
Filing Id
84037347227287
Page Id
2
Page Seq
3
Page Row Num
6
Row Num
27
Image Form Id
6020377347227030003
DFE P1 Entity 01 Name
JH MFS UTILITIES
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$123,467
Row 23
Filing Id
84037347227287
Page Id
2
Page Seq
4
Page Row Num
1
Row Num
28
Image Form Id
6020377347227030003
DFE P1 Entity 01 Name
JH JOHN HANCOCK CLASSIC VALUE
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$2,439
Row 24
Filing Id
84037347227287
Page Id
2
Page Seq
4
Page Row Num
2
Row Num
29
Image Form Id
6020377347227030003
DFE P1 Entity 01 Name
JH DOMINI SOCIAL EQUITY
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$6,055
Row 25
Filing Id
84037347227287
Page Id
1
Page Seq
0
Page Row Num
4
Row Num
3
Image Form Id
6020377347227030003
DFE P1 Entity 01 Name
JH LIFESTYLE GROWTH
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$1,329,224
Row 26
Filing Id
84037347227287
Page Id
2
Page Seq
4
Page Row Num
3
Row Num
30
Image Form Id
6020377347227030003
DFE P1 Entity 01 Name
JH MERRILL LYNCH LARGE VALUE
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$164,771
Row 27
Filing Id
84037347227287
Page Id
2
Page Seq
4
Page Row Num
4
Row Num
31
Image Form Id
6020377347227030003
DFE P1 Entity 01 Name
JH T. ROWE PRICE BLUE CHIP
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$152,429
Row 28
Filing Id
84037347227287
Page Id
2
Page Seq
4
Page Row Num
5
Row Num
32
Image Form Id
6020377347227030003
DFE P1 Entity 01 Name
JH EXCELSIOR VALUE & RESTRUCT
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$147,556
Row 29
Filing Id
84037347227287
Page Id
2
Page Seq
4
Page Row Num
6
Row Num
33
Image Form Id
6020377347227030003
DFE P1 Entity 01 Name
JH JOHN HANCOCK U.S. GBL LEAD
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$75,415
Row 30
Filing Id
84037347227287
Page Id
2
Page Seq
5
Page Row Num
1
Row Num
34
Image Form Id
6020377347227030003
DFE P1 Entity 01 Name
JH AMERICAN FUNDS GROWTH FUND
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$127,986
Row 31
Filing Id
84037347227287
Page Id
2
Page Seq
5
Page Row Num
2
Row Num
35
Image Form Id
6020377347227030003
DFE P1 Entity 01 Name
JH JENNISON GROWTH
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$15,259
Row 32
Filing Id
84037347227287
Page Id
2
Page Seq
5
Page Row Num
3
Row Num
36
Image Form Id
6020377347227030003
DFE P1 Entity 01 Name
JH TOMPLETON WORLD
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$999
Row 33
Filing Id
84037347227287
Page Id
2
Page Seq
5
Page Row Num
4
Row Num
37
Image Form Id
6020377347227030003
DFE P1 Entity 01 Name
JH OPPENHEIMER GLOBAL
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$102,327
Row 34
Filing Id
84037347227287
Page Id
2
Page Seq
5
Page Row Num
5
Row Num
38
Image Form Id
6020377347227030003
DFE P1 Entity 01 Name
JH TEMPLETON FOREIGN
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$71,940
Row 35
Filing Id
84037347227287
Page Id
2
Page Seq
5
Page Row Num
6
Row Num
39
Image Form Id
6020377347227030003
DFE P1 Entity 01 Name
JH AMERICAN FUNDS EUROPACIFIC
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$21,571
Row 36
Filing Id
84037347227287
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
4
Image Form Id
6020377347227030003
DFE P1 Entity 01 Name
JH LIFESTYLE AGGRESSIVE
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$190,353
Row 37
Filing Id
84037347227287
Page Id
2
Page Seq
6
Page Row Num
1
Row Num
40
Image Form Id
6020377347227030003
DFE P1 Entity 01 Name
JH TEMPLETON FOREIGN SMALL CO
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$20,860
Row 38
Filing Id
84037347227287
Page Id
2
Page Seq
6
Page Row Num
2
Row Num
41
Image Form Id
6020377347227030003
DFE P1 Entity 01 Name
JH DAVIS FINANCIAL
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$245,312
Row 39
Filing Id
84037347227287
Page Id
2
Page Seq
6
Page Row Num
3
Row Num
42
Image Form Id
6020377347227030003
DFE P1 Entity 01 Name
JH ENERGY
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$91,195
Row 40
Filing Id
84037347227287
Page Id
2
Page Seq
6
Page Row Num
4
Row Num
43
Image Form Id
6020377347227030003
DFE P1 Entity 01 Name
JH LEGG PARTNERS AGG GROWTH
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$93,903
Row 41
Filing Id
84037347227287
Page Id
2
Page Seq
6
Page Row Num
5
Row Num
44
Image Form Id
6020377347227030003
DFE P1 Entity 01 Name
JH AMERICAN CENTURY VISTA
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$2,516
Row 42
Filing Id
84037347227287
Page Id
2
Page Seq
6
Page Row Num
6
Row Num
45
Image Form Id
6020377347227030003
DFE P1 Entity 01 Name
JH AMERICAN CENTURY SMALL CO
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$10,068
Row 43
Filing Id
84037347227287
Page Id
2
Page Seq
7
Page Row Num
1
Row Num
46
Image Form Id
6020377347227030003
DFE P1 Entity 01 Name
JH ROYCE OPPORTUNITY
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$48,067
Row 44
Filing Id
84037347227287
Page Id
2
Page Seq
7
Page Row Num
2
Row Num
47
Image Form Id
6020377347227030003
DFE P1 Entity 01 Name
JH CALAMOS GROWTH
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$36,282
Row 45
Filing Id
84037347227287
Page Id
2
Page Seq
7
Page Row Num
3
Row Num
48
Image Form Id
6020377347227030003
DFE P1 Entity 01 Name
JH FRANKLIN SMALL-MID GROWTH
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$4,218
Row 46
Filing Id
84037347227287
Page Id
2
Page Seq
7
Page Row Num
4
Row Num
49
Image Form Id
6020377347227030003
DFE P1 Entity 01 Name
JH AIM SMALL CAP GROWTH
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$140,048
Row 47
Filing Id
84037347227287
Page Id
2
Page Seq
0
Page Row Num
2
Row Num
5
Image Form Id
6020377347227030003
DFE P1 Entity 01 Name
JH SHORT-TERM FEDERAL
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$85,946
Row 48
Filing Id
84037347227287
Page Id
2
Page Seq
7
Page Row Num
5
Row Num
50
Image Form Id
6020377347227030003
DFE P1 Entity 01 Name
JH T. ROWE PRICE HEALTH SCI
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$182,945
Row 49
Filing Id
84037347227287
Page Id
2
Page Seq
7
Page Row Num
6
Row Num
51
Image Form Id
6020377347227030003
DFE P1 Entity 01 Name
JH OPPENHEIMER DEVELOPING MKT
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$166,723
Row 50
Filing Id
84037347227287
Page Id
2
Page Seq
8
Page Row Num
1
Row Num
52
Image Form Id
6020377347227030003
DFE P1 Entity 01 Name
JH T. ROWE PRICE SCI & TECH
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$29,264
Row 51
Filing Id
84037347227287
Page Id
2
Page Seq
8
Page Row Num
2
Row Num
53
Image Form Id
6020377347227030003
DFE P1 Entity 01 Name
JH ALLIANZ RCM TECH FUND
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$1,009
Row 52
Filing Id
84037347227287
Page Id
2
Page Seq
8
Page Row Num
3
Row Num
54
Image Form Id
6020377347227030003
DFE P1 Entity 01 Name
MONEY MARKET FUND
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$150,149
Row 53
Filing Id
84037347227287
Page Id
2
Page Seq
8
Page Row Num
4
Row Num
55
Image Form Id
6020377347227030003
DFE P1 Entity 01 Name
QUANTITATIVE VALUE FUND
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$10,917
Row 54
Filing Id
84037347227287
Page Id
2
Page Seq
8
Page Row Num
5
Row Num
56
Image Form Id
6020377347227030003
DFE P1 Entity 01 Name
500 INDEX FUND
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$199,790
Row 55
Filing Id
84037347227287
Page Id
2
Page Seq
8
Page Row Num
6
Row Num
57
Image Form Id
6020377347227030003
DFE P1 Entity 01 Name
TOTAL STOCK MARKET INDEX FUND
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$76,350
Row 56
Filing Id
84037347227287
Page Id
2
Page Seq
9
Page Row Num
1
Row Num
58
Image Form Id
6020377347227030003
DFE P1 Entity 01 Name
QUANTITATIVE ALL CAP FUND
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$21,295
Row 57
Filing Id
84037347227287
Page Id
2
Page Seq
9
Page Row Num
2
Row Num
59
Image Form Id
6020377347227030003
DFE P1 Entity 01 Name
MID CAP INDEX FUND
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$163,227
Row 58
Filing Id
84037347227287
Page Id
2
Page Seq
0
Page Row Num
3
Row Num
6
Image Form Id
6020377347227030003
DFE P1 Entity 01 Name
JH PIMCO REAL RETURN
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$4,959
Row 59
Filing Id
84037347227287
Page Id
2
Page Seq
9
Page Row Num
3
Row Num
60
Image Form Id
6020377347227030003
DFE P1 Entity 01 Name
QUANTITATIVE MID CAP FUND
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$18,583
Row 60
Filing Id
84037347227287
Page Id
2
Page Seq
9
Page Row Num
4
Row Num
61
Image Form Id
6020377347227030003
DFE P1 Entity 01 Name
INTL EQUITY INDEX FUND
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$68,983
Row 61
Filing Id
84037347227287
Page Id
2
Page Seq
9
Page Row Num
5
Row Num
62
Image Form Id
6020377347227030003
DFE P1 Entity 01 Name
SMALL CAP INDEX FUND
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$18,130
Row 62
Filing Id
84037347227287
Page Id
2
Page Seq
9
Page Row Num
6
Row Num
63
Image Form Id
6020377347227030003
DFE P1 Entity 01 Name
EMERGING GROWTH FUND
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$643
Row 63
Filing Id
84037347227287
Page Id
2
Page Seq
0
Page Row Num
4
Row Num
7
Image Form Id
6020377347227030003
DFE P1 Entity 01 Name
JH PIMCO TOTAL RETURN
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$132,302
Row 64
Filing Id
84037347227287
Page Id
2
Page Seq
0
Page Row Num
5
Row Num
8
Image Form Id
6020377347227030003
DFE P1 Entity 01 Name
JH T. ROWE PRICE SPECTRUM INC.
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$14,336
Row 65
Filing Id
84037347227287
Page Id
2
Page Seq
0
Page Row Num
6
Row Num
9
Image Form Id
6020377347227030003
DFE P1 Entity 01 Name
JH JOHN HANCOCK STRATEGIC INC.
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$1,752
Row 66
Filing Id
84037347227287
Schedule D EIN
86-0683059
Schedule D Plan number
001
Schedule D Plan Year Begin Date
2006-01-01
Schedule D Tax Period
20061231

Schedule H

Schedule H Financial Statement

Large plan result

Assets, contributions, fees, audit, and compliance fields reported for this large-plan filing.

End-of-year assets$9,748,673$2,207,474 change

Balance Sheet

Beginning and end of plan year.

Total assets$7,541,199$9,748,673Increase +$2,207,474 (29.27%)
Total liabilities$0$0No change $0
Net assets$7,541,199$9,748,673Increase +$2,207,474 (29.27%)

Contributions

Employer contributions$730,421
Participant contributions$649,139
Other contributions$126,093
Total contributions$1,505,653

Income & Investment Result

Total income$2,483,773
Interest$12,737
Dividends$0
Net income$2,207,474

Expenses & Fees

Benefits paid$272,518
Investment management$0
Administrative expenses$3,781
Total expenses$276,299

Accountant

FirmDENNIS, SCHMICH & CO., LTD
Firm EIN86-0670260

Compliance

Fidelity bondYes
Fidelity bond amount$500,000
Participant loans$0
Late contributionsNo
Schedule H source fields
Financial summary
Total assets at beginning of year: $7,541,199Total assets at end of year: $9,748,673Total liabilities at end of year: $0Net income or loss: $2,207,474
Filing Id
84037347227287
Schedule H EIN
86-0683059
Schedule H Plan number
001
Schedule H Plan Year Begin Date
2006-01-01
Schedule H Tax Period
20061231
Non Interest Bear Cash Beginning of year Amount
$18,548
Employer Contribution Beginning of year Amount
$651,953
Participants Contribution Beginning of year Amount
$0
Other Receivables Beginning of year Amount
$0
Interest Bear Cash Beginning of year Amount
$0
Govt Sec Beginning of year Amount
$0
Corp Debt Preferred Beginning of year Amount
$0
Corp Debt Other Beginning of year Amount
$0
Pref Stock Beginning of year Amount
$0
Common Stock Beginning of year Amount
$0
Joint Venture Beginning of year Amount
$0
Real Estate Beginning of year Amount
$0
Other Loans Beginning of year Amount
$0
Participant loans at beginning of year
$0
Interest Common Tr Beginning of year Amount
$0
Interest Pool Sep Account Beginning of year Amount
$0
Interest Master Tr Beginning of year Amount
$0
Interest 103 12 Investment Beginning of year Amount
$0
Interest in registered investment companies at beginning of year
$6,784,198
Ins Co Gen Account Beginning of year Amount
$86,500
Oth Investment Beginning of year Amount
$0
Employer Sec Beginning of year Amount
$0
Employer Prop Beginning of year Amount
$0
Bldgs Used Beginning of year Amount
$0
Total assets at beginning of year
$7,541,199
Bnfts Payable Beginning of year Amount
$0
Oprtng Payable Beginning of year Amount
$0
Acquis Indbt Beginning of year Amount
$0
Other Liability Beginning of year Amount
$0
Total liabilities at beginning of year
$0
Net assets at beginning of year
$7,541,199
Non Interest Bear Cash End of year Amount
$18,932
Employer Contribution End of year Amount
$730,421
Participants Contribution End of year Amount
$51,814
Other Receivables End of year Amount
$0
Interest Bear Cash End of year Amount
$0
Govt Sec End of year Amount
$0
Corp Debt Preferred End of year Amount
$0
Corp Debt Other End of year Amount
$0
Pref Stock End of year Amount
$0
Common Stock End of year Amount
$0
Joint Venture End of year Amount
$0
Real Estate End of year Amount
$0
Other Loans End of year Amount
$0
Participant loans at end of year
$0
Interest Common Tr End of year Amount
$0
Interest Pool Sep Account End of year Amount
$0
Interest Master Tr End of year Amount
$0
Interest 103 12 Investment End of year Amount
$0
Interest in registered investment companies at end of year
$8,207,004
Ins Co Gen Account End of year Amount
$740,502
Oth Investment End of year Amount
$0
Employer Sec End of year Amount
$0
Employer Prop End of year Amount
$0
Bldgs Used End of year Amount
$0
Total assets at end of year
$9,748,673
Bnfts Payable End of year Amount
$0
Oprtng Payable End of year Amount
$0
Acquis Indbt End of year Amount
$0
Other Liability End of year Amount
$0
Total liabilities at end of year
$0
Net assets at end of year
$9,748,673
Employer contributions
$730,421
Participant contributions
$649,139
Oth Contribution Rcvd Amount
$126,093
Non Cash Contribution Bs Amount
$0
Total contributions
$1,505,653
Interest Bear Cash Amount
$0
Interest On Govt Sec Amount
$0
Interest On Corp Debt Amount
$0
Interest On Oth Loans Amount
$0
Interest on participant loans
$0
Interest On Oth Investment Amount
$12,737
Total interest income
$12,737
Divnd Pref Stock Amount
$0
Divnd Common Stock Amount
$0
Total dividend income
$0
Total Rents Amount
$0
Aggregate Proceeds Amount
$0
Aggregate Costs Amount
$0
Net gain or loss on sale of assets
$0
Unrealized Apprctn Re Amount
$0
Unrealized Apprctn Oth Amount
$0
Net unrealized appreciation or depreciation
$0
Gain Loss Com Trust Amount
$0
Gain Loss Pool Sep Amount
$965,383
Gain Loss Master Tr Amount
$0
Gain Loss 103 12 Investment Amount
$0
Gain or loss on registered investments
$0
Other Income Amount
$0
Total income
$2,483,773
Participant distributions
$272,518
Ins Carrier Bnfts Amount
$0
Oth Bnft Payment Amount
$0
Total benefit distributions
$272,518
Total Corrective Distribution Amount
$0
Total Dm Distribution Ptcp Lns A
0
Total Interest Expense Amount
$0
Professional Fees Amount
$0
Contract Admin Fees Amount
$0
Investment management fees
$0
Other Admin Fees Amount
$3,781
Total administrative expenses
$3,781
Total expenses
$276,299
Net income or loss
$2,207,474
Total Transfers To Amount
$0
Transfers from other plans
$0
Accountant Opinion Type Indicator
3
Account Performed Limited Audit Indicator
Yes
Accountant firm name
DENNIS, SCHMICH & CO., LTD
Accountant firm EIN
86-0670260
Failed to transmit participant contributions on time
No
Fail Transmit Contribution Amount
$0
Participant loans in default
No
Loans In Default Amount
$0
Leases in default
No
Leases In Default Amount
$0
Nonexempt transactions with parties in interest
No
Party In Interest Not Reported Amount
$0
Fidelity bond in place
Yes
Fidelity bond amount
$500,000
Loss discovered during year
No
Loss Discovered Dur Year Amount
$0
Assets with undetermined value
No
Asset Undeterm Valuation Amount
$0
Non-cash contributions reported
No
Non Cash Contribution Amount
$0
Assets held for investment
Yes
Reportable 5% transactions
No
All plan assets distributed
No
Resolution to terminate plan adopted
No
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
84037347227287
Schedule R EIN
86-0683059
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2006-01-01
Schedule R Tax Period
20061231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
01-0233346
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