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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIC OF NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $430 |
30 funds of $250K or more; 60 lines in all, holding $32.9M of the plan's $33.1M. From the 2024 filing. Recordkeeper: John Hancock (Manulife).
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock Life Insurance Co. of New York Blue Chip Growth Fund John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $4.0M | 12.3% |
| John Hancock Life Insurance Co. of New York Disciplined Value John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $3.5M | 10.8% |
| John Hancock Life Insurance Co. of New York American Century Heritage American Century · Insurance contract | $2.3M | 6.8% |
| John Hancock Life Insurance Co. of New York JP Morgan U.S. Equity Fund JPMorgan · Insurance contract | $1.9M | 5.9% |
| John Hancock Life Insurance Co. of New York Vanguard Mid Cap Value ETF Vanguard · Insurance contract | $1.5M | 4.6% |
| John Hancock Life Insurance Co. of New York Mutual Beacon John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $1.5M | 4.4% |
| John Hancock Life Insurance Co. of New York Lifestyle Growth John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $1.4M | 4.3% |
| John Hancock Life Insurance Co. of New York 500 Index Fund John Hancock (Manulife) · Insurance contract IndexRecordkeeper's own fund | $1.2M | 3.6% |
| John Hancock Life Insurance Co. of New York T. Rowe Price Health Sci. T. Rowe Price · Insurance contract | $1.1M | 3.4% |
| John Hancock Life Insurance Co. of New York Financial Industries Fund John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $1.1M | 3.3% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.