PlanOptica
Retirement plan

JOHN HANCOCK SAVINGS AND INVESTMENT PLAN

JOHN HANCOCK LIFE INSURANCE COMPANY U.S.AEIN 01-0233346Plan #004PY 2019
Sign in to saveView 5500 PDF
GLOBAL PENSIONS B-03-22, 200 BERKELEY STREET - BOSTON, MA 02116617-572-6000jhannuities.comLinkedIn1-10 employeesinsurance
Other plans on this EIN
1 filing
#002Retirement-$1.87B assets
Prospect flagsWind-down / frozen

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(617) 572-6000
Plan administrator signer
TREVOR SINGLETON
Signed 10/13/2020
How to read this page

Summary metrics

Total assets (EOY)
$128.4M
+7.7% from 2016
Total participants
1,013
-6.8% from 2016
Average account balance
$126,747
-4.3% from 2016
Annual return
20.26%
-5.21 pp from 2016

Benchmarks

See 7,338 peers
Peer group
Industry52 - Finance and Insurance
Plan typeDefined contribution
Participants25-99
Cohort7,338 peers
Snapshot2019
Participant deferral / active EE
$0
median $4,403
Employer contribution / active EE
$0
median $2,470
Participation rate
100.0%
median 91.7%
Avg account balance
$126,747
median $76,846
Admin fee / account holder
$0
median $2,917
Annual return
20.26%
median 21.49%
Overall peer rank
71st percentileavg across 6 metrics

Analytics

2015 - 2024
Total assets (EOY)
Plan-year ending balance
$116.30M
Average account balance
Total assets / participants with a balance (line 6g)
$169K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
688
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
100.0%
Contributions (total)
Employer and participant dollars contributed each year
$313K
Not enough data
1 years with contributions on file
Contributions per participant
Average employer and participant contribution per enrolled participant
$17K
Not enough data
1 years with per-participant contribution data
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+15.87%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$0
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
  • Mutual / pooled
  • Stocks
  • Bonds
  • Cash
  • Real estate
  • Loans

Service providers

Providers data not reported
Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Top hat statement on fileNQDC

Filed June 28, 2002 (most recent of 2 filings on file)

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

Open the filing PDF

Plan features & details

Pension benefit codes2F2G2J2T3B
Plan features
  • 2F
    ERISA section 404(c) plan
    This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
  • 2G
    Total participant-directed account plan
    Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 2J
    Code section 401(k) feature
    Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
  • 2T
    Default investment account
    Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
  • 3B
    Plan covering self-employed individuals
    Plan covering self-employed individuals.

Opportunity flags

1 tripped
  • InformationalWind-down / frozen

    Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.

Audit opinion

Schedule H Part III
Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm
ERNST & YOUNG LLP
Auditor EIN
346565596
Audit fees
(not subdivided)
Opinion code
Unqualified