Civic Intelligence

John Hancock Marketing Representative

EIN 04-3228901 • 501(c)9 • Boston, MA

Profile

NONE

200 Berkeley Street C-5Boston, MA 02116

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

66th percentile

0.10x

Higher debt load relative to assets than 66% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

100th percentile

2.95x

Higher debt load relative to revenue than 100% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Net Margin

100th percentile

135%

Higher net margin than 100% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Asset Growth

33rd percentile

1.6%

Faster asset growth than 33% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Revenue Growth

9th percentile

-15%

Faster revenue growth than 9% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$224,412,420

Up $3,493,600 (+1.6%) from 2023

Liabilities

Down

$21,779,782

Down $4,975,637 (-19%) from 2023

Net Assets

Up

$202,632,638

Up $8,469,237 (+4.4%) from 2023

Operations
Liabilities / Revenue100th percentileNet Margin100th percentile

Revenue

Down

$7,388,218

Down $1,274,211 (-15%) from 2023

Expenses

Down

-$2,561,276

Down $3,981,331 (-280%) from 2023

Net Income

Up

$9,949,494

Up $2,707,120 (+37%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth33rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300M$200M$100M$0Assets 2009: $142,249,000Liabilities 2009: $135,216,000Net Assets 2009: $7,033,0002009Assets 2010: $161,511,000Liabilities 2010: $125,936,000Net Assets 2010: $35,575,0002010Assets 2011: $162,522,000Liabilities 2011: $115,902,000Net Assets 2011: $46,620,0002011Assets 2012: $180,193,000Liabilities 2012: $109,481,000Net Assets 2012: $70,712,0002012Assets 2013: $200,994,362Liabilities 2013: $98,067,944Net Assets 2013: $102,926,4182013Assets 2014: $206,065,277Liabilities 2014: $97,725,688Net Assets 2014: $108,339,5892014Assets 2015: $200,570,746Liabilities 2015: $95,174,840Net Assets 2015: $105,395,9062015Assets 2016: $202,927,613Liabilities 2016: $73,205,005Net Assets 2016: $129,722,6082016Assets 2019: $200,662,930Liabilities 2019: $48,692,403Net Assets 2019: $151,970,5272019Assets 2020: $238,080,375Liabilities 2020: $41,982,326Net Assets 2020: $196,098,0492020Assets 2021: $241,740,966Liabilities 2021: $33,116,631Net Assets 2021: $208,624,3352021Assets 2022: $208,775,040Liabilities 2022: $27,313,680Net Assets 2022: $181,461,3602022Assets 2023: $220,918,820Liabilities 2023: $26,755,419Net Assets 2023: $194,163,4012023Assets 2024: $224,412,420Liabilities 2024: $21,779,782Net Assets 2024: $202,632,6382024

Highlighted filing

2024

Assets$224,412,420
Liabilities$21,779,782
Net Assets$202,632,638
Open 2024 Filing

Operations Trend

Revenue Growth9th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60M$40M$20M$0-$20MRevenue 2009: $38,800,000Expenses 2009: -$5,594,000Net Income 2009: $44,394,0002009Revenue 2010: $29,719,000Expenses 2010: $1,177,000Net Income 2010: $28,542,0002010Revenue 2011: $11,224,000Expenses 2011: $179,000Net Income 2011: $11,045,0002011Revenue 2012: $5,256,799Expenses 2012: $2,242,000Net Income 2012: $3,014,7992012Revenue 2013: $33,878,460Expenses 2013: $1,664,042Net Income 2013: $32,214,4182013Revenue 2014: $13,321,818Expenses 2014: $7,443,312Net Income 2014: $5,878,5062014Revenue 2015: $10,219,937Expenses 2015: $3,758,002Net Income 2015: $6,461,9352015Revenue 2016: $8,638,872Expenses 2016: -$17,063,602Net Income 2016: $25,702,4742016Revenue 2019: $6,979,434Expenses 2019: -$11,071,256Net Income 2019: $18,050,6902019Revenue 2020: $6,661,263Expenses 2020: $2,178,632Net Income 2020: $4,482,6312020Revenue 2021: $11,182,180Expenses 2021: -$5,790,030Net Income 2021: $16,972,2102021Revenue 2022: $12,338,037Expenses 2022: -$3,477,310Net Income 2022: $15,815,3472022Revenue 2023: $8,662,429Expenses 2023: $1,420,055Net Income 2023: $7,242,3742023Revenue 2024: $7,388,218Expenses 2024: -$2,561,276Net Income 2024: $9,949,4942024

Highlighted filing

2024

Revenue$7,388,218
Expenses-$2,561,276
Net Income$9,949,494
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$224,412,420
Liabilities
$21,779,782
Net assets
$202,632,638
Revenue
$7,388,218
Expenses
-$2,561,276
Net income
$9,949,494
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$224$21.8$203$7.39$2.56$9.95
2023Detailed filing. Detailed filing data is available for this year.$221$26.8$194$8.66$1.42$7.24
2022Detailed filing. Detailed filing data is available for this year.$209$27.3$181$12.3$3.48$15.8
2021Detailed filing. Detailed filing data is available for this year.$242$33.1$209$11.2$5.79$17.0
2020Detailed filing. Detailed filing data is available for this year.$238$42.0$196$6.66$2.18$4.48
2019Summary only. Only limited summary data is available for this year.$201$48.7$152$6.98$11.1$18.1
2016Summary only. Only limited summary data is available for this year.$203$73.2$130$8.64$17.1$25.7
2015Summary only. Only limited summary data is available for this year.$201$95.2$105$10.2$3.76$6.46
2014Summary only. Only limited summary data is available for this year.$206$97.7$108$13.3$7.44$5.88
2013Summary only. Only limited summary data is available for this year.$201$98.1$103$33.9$1.66$32.2
2012Summary only. Only limited summary data is available for this year.$180$109$70.7$5.26$2.24$3.01
2011Summary only. Only limited summary data is available for this year.$163$116$46.6$11.2$0.18$11.0
2010Summary only. Only limited summary data is available for this year.$162$126$35.6$29.7$1.18$28.5
2009Summary only. Only limited summary data is available for this year.$142$135$7.03$38.8$5.59$44.4
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Gross Receipts
$7,388,218
Mission and Program Overview

Mission

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$212,630,195$215,697,507▲ $3,067,312
Cap Stk Tr Prin Current Funds$194,163,401$202,632,638▲ $8,469,237
Cash and Non-Interest-Bearing Accounts$8,299,556$8,727,788▲ $428,232
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Accounts Receivable$-10,931$-12,875▼ $1,944
Total Assets$220,918,820$224,412,420▲ $3,493,600
Liabilities
Other Liabilities$26,508,419$21,584,782▼ $4,923,637
Accounts Payable and Accrued Expenses$247,000$195,000▼ $52,000
Total Liabilities$26,755,419$21,779,782▼ $4,975,637
Net Assets / Fund Balance
Total Net Assets Fund Balance$194,163,401$202,632,638▲ $8,469,237
Total Liabilities and Net Assets / Fund Balance$220,918,820$224,412,420▲ $3,493,600

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$12,532,744--
Compensation and Service Providers
Top Officer Pay34th percentile

Board Members and Trustees

NameTitle
-Trustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Aon HewittActuarial & Consulting Service200 E RANDOLPH ST, Chicago, IL 60601$295,441
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$7,388,218
Other Revenue
$0
Change in Net Assets
$9,949,494

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,436,700
Revenue Not Reported on Financial Statements
$-48,482
Revenue Not Reported on Form 990
$535,808
Other Revenue Adjustments
$-48,482
Total Revenue per Audited Statements
$7,972,508
Total Revenue per Form 990
$7,388,218
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0
Other Expenses$-4,620,585

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$2,059,309--$2,059,309
Other Expenses$-4,975,637--$-4,975,637
Total Functional Expenses$-2,561,276$0$0$-2,561,276

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,478,909
Total Expenses per Audited Statements$4,478,909
Expenses Not Reported on Form 990$0
Total Expenses per Form 990$-2,561,276
Expenses Not Reported on Financial Statements$-7,040,185
Other Expense Adjustments$-7,040,185
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Post Retirement Benefit Obligations$21,584,782
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Form 990 is reviewed by the tax department supervisor.”

Form 990, Part VI, Section C, Line 19

“All documents regarding this trust are available for inspection at the trust's office located at 200 berkeley street, boston, ma 02116 attn: rick carlson”

Filing and Contact Details

Filer

Filer Name
John Hancock Marketing Representative
EIN
04-3228901
Phone
6175720733
Address
200 BERKELEY STREET C-5, BOSTON, MA 02116

Signing Officer

Name
Rick Carlson
Title
Vice President
Phone
6175720733
Signed
2025-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rick Carlson
Formed
1991
Legal Domicile
Ma
Voting Board Members
0
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Deloitte Tax Llp
Address
2200 ROSS AVENUE SUITE1600, DALLAS, TX 75201
Preparer
Cynthia Wilson
Phone
2148407000
Supplemental Narrative

Additional Explanations

Form 990, Part I, Line 1

“This is a voluntary employee's beneficiary association trust (veba). The veba was established to fund and administer the self insured benefits of certain john hancock life ins co employees, dependents and retirees.”

PART 4 QUESTION 14B: NOT APPLICABLE

“Certain amounts reported in this return have been reclassified from the audited financial statements.”

Financial Statement Notes

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Reclass premium payment and employer contributions”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Reclass premium payments includes change in liability balance”

TAX FOOTNOTE:

“"the plan administrator has analyzed the tax positions taken by the plan and has concluded that as of december 31, 2024 there are no uncertain tax positions taken or expected to be taken." certain prior year balances have been restated to be comparable to current year presentation regarding the unrealized gains (loss) account. There was no net impact or change in the prior year's asset, liability or net assets available for benefits, as originally reported. The veba has no income from unrelated business activity.”

Raw XML Appendix334 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd01
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0247000
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0195000
IRS990/AccountsReceivableGrp/BOYAmt0-10931
IRS990/AccountsReceivableGrp/EOYAmt0-12875
IRS990/AcctCompileOrReviewBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0SEE SCHEDULE O
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/ProgramServicesAmt02059309
IRS990/BenefitsToMembersGrp/TotalAmt02059309
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0RICK CARLSON JOHN HANCOCK USA TAX DEPT
IRS990/BooksInCareOfDetail/PhoneNum06175720733
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0200 BERKELEY ST
IRS990/BooksInCareOfDetail/USAddress/CityNm0BOSTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd002116
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt0194163401
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt0202632638
IRS990/CashNonInterestBearingGrp/BOYAmt08299556
IRS990/CashNonInterestBearingGrp/EOYAmt08727788
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/ContractorCompensationGrp/CompensationAmt0295441
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0200 E RANDOLPH ST
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0CHICAGO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0IL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd060601
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0AON HEWITT
IRS990/ContractorCompensationGrp/ServicesDesc0ACTUARIAL & CONSULTING SERVICE
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt02059309
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt07388218
IRS990/CYOtherExpensesAmt0-4620585
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt09949494
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0-2561276
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt07388218
IRS990/DAFExcessBusinessHoldingsInd00
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0NONE
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DistributionToDonorInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/ExpenseAmt0-2561276
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form1098CFiledInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form8899Filedind00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0JOHN HANCOCK LIFE INSURANCE CO
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01991
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt07388218
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt07388218
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt07388218
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0212630195
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0215697507
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SEE SCHEDULE O
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0194163401
IRS990/NetAssetsOrFundBalancesEOYAmt0202632638
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-1480257
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ADMINISTRATIVE EXPENSES
IRS990/OtherExpensesGrp/Desc1CHANGE IN BENEFIT LIABI
IRS990/OtherExpensesGrp/ProgramServicesAmt0355052
IRS990/OtherExpensesGrp/ProgramServicesAmt1-4975637
IRS990/OtherExpensesGrp/TotalAmt0355052
IRS990/OtherExpensesGrp/TotalAmt1-4975637
IRS990/OtherLiabilitiesGrp/BOYAmt026508419
IRS990/OtherLiabilitiesGrp/EOYAmt021584782
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0RICK CARLSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt01561834
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt08662429
IRS990/PYOtherExpensesAmt0-141779
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt07242374
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01420055
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt08662429
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt09949494
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt07388218
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0-7040185
IRS990ScheduleD/ExpensesSubtotalAmt04478909
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0535808
IRS990ScheduleD/OtherExpensesNotIncludedAmt0-7040185
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt021584782
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0POST RETIREMENT BENEFIT OBLIGATIONS
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0-48482
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0203164763
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt112532744
IRS990ScheduleD/OtherSecuritiesGrp/Desc0NON POOLED SEPARATE ACCOUNT
IRS990ScheduleD/OtherSecuritiesGrp/Desc1COMMON COLLECTIVE TRUSTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/RevenueNotReportedAmt0535808
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0-48482
IRS990ScheduleD/RevenueSubtotalAmt07436700
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0RECLASS PREMIUM PAYMENT AND EMPLOYER CONTRIBUTIONS
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1RECLASS PREMIUM PAYMENTS INCLUDES CHANGE IN LIABILITY BALANCE
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2"THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2024 THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN." CERTAIN PRIOR YEAR BALANCES HAVE BEEN RESTATED TO BE COMPARABLE TO CURRENT YEAR PRESENTATION REGARDING THE UNREALIZED GAINS (LOSS) ACCOUNT. THERE WAS NO NET IMPACT OR CHANGE IN THE PRIOR YEAR'S ASSET, LIABILITY OR NET ASSETS AVAILABLE FOR BENEFITS, AS ORIGINALLY REPORTED. THE VEBA HAS NO INCOME FROM UNRELATED BUSINESS ACTIVITY.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2TAX FOOTNOTE:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0215697507
IRS990ScheduleD/TotalExpensesPerForm990Amt0-2561276
IRS990ScheduleD/TotalLiabilityAmt021584782
IRS990ScheduleD/TotalRevenuePerForm990Amt07388218
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt07972508
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04478909
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THIS IS A VOLUNTARY EMPLOYEE'S BENEFICIARY ASSOCIATION TRUST (VEBA). THE VEBA WAS ESTABLISHED TO FUND AND ADMINISTER THE SELF INSURED BENEFITS OF CERTAIN JOHN HANCOCK LIFE INS CO EMPLOYEES, DEPENDENTS AND RETIREES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CERTAIN AMOUNTS REPORTED IN THIS RETURN HAVE BEEN RECLASSIFIED FROM THE AUDITED FINANCIAL STATEMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 IS REVIEWED BY THE TAX DEPARTMENT SUPERVISOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL DOCUMENTS REGARDING THIS TRUST ARE AVAILABLE FOR INSPECTION AT THE TRUST'S OFFICE LOCATED AT 200 BERKELEY STREET, BOSTON, MA 02116 ATTN: RICK CARLSON
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART I, LINE 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART 4 QUESTION 14B: NOT APPLICABLE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
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IRS990ScheduleR/AssetSaleToOtherOrgInd00
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0DIRECT LIFE, HEALTH, & MEDICAL INSURANCE CARRIERS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0THE MANUFACTURERS INVESTMENT CORPORATION
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0JOHN HANCOCK LIFE INS CO EMPLOYEE WELFARE TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0043105469
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROVIDE BENEFITS TO EMPLOYEES, DEPENDENTS AND RETIREES.
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IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICK CARLSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06175720733
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHN HANCOCK MARKETING REPRESENTATIVE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0WELFARE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0043228901
ReturnHeader/Filer/PhoneNum06175720733
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861065772
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DELOITTE TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02200 ROSS AVENUE SUITE1600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DALLAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075201
ReturnHeader/PreparerPersonGrp/PhoneNum02148407000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CYNTHIA WILSON
ReturnHeader/ReturnTs02025-11-13T22:52:11-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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