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| Provider | Service type | Compensation |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY11+ years Filed as: JOHN HANCOCK NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $1,334 |
33 funds of $250K or more; 85 lines in all, holding $38.1M of the plan's $42.7M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: John Hancock Lifetime Blend, mutual fund, 8% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Multimanager Lifestyle Balanced Portfolio John Hancock (Manulife) · Separate account Recordkeeper's own fund | $4.5M | 11.9% |
| John Hancock 500 Index Fund John Hancock (Manulife) · Mutual fund IndexRecordkeeper's own fund | $3.2M | 8.4% |
| John Hancock Lifetime Blend John Hancock (Manulife) · Mutual fund Target-date, 8 vintagesRecordkeeper's own fund | $3.1M | 8.3% |
| Multimanager Lifestyle Growth Portfolio John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $2.5M | 6.4% |
| John Hancock U.S. Growth Fund John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $2.2M | 5.9% |
| Multimanager Lifestyle Conservative Portfolio John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $2.0M | 5.2% |
| T. Rowe Price Blue Chip Growth Portfolio T. Rowe Price · Mutual fund | $1.6M | 4.1% |
| Multimanager Lifestyle Moderate Portfolio John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $1.5M | 4.0% |
| John Hancock Disciplined Value Fund John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $1.3M | 3.3% |
| Vanguard Growth Index Fund Vanguard · Mutual fund Index | $1.3M | 3.3% |
Added 2 funds, dropped 3 funds, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedT. Rowe Price | $4.1M |
| ReplacedHighJPMorgan Mid Cap Value Fund to John Hancock JH Disciplined Value Mid Cap | $592K to $636K |
| AddedEquity Income Fund | $449K |
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 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.)
The auditor signed off without reservation. This is the cleanest opinion.