Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $3,576 |
18 funds of $250K or more; 22 lines in all, holding $12.7M of the plan's $13.3M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: American Funds Target Date, mutual fund, 48% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $6.1M | 48.3% |
| John Hancock Multimanager Moderate LS John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $1.3M | 10.1% |
| Multimanager Lifestyle Balanced Portfolio John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $1.1M | 8.5% |
| John Hancock Multimanager Growth LS John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $677K | 5.3% |
| Multimanager Lifestyle Aggressive Portfolio John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $589K | 4.6% |
| John Hancock 500 Index Fund John Hancock (Manulife) · Mutual fund IndexRecordkeeper's own fund | $544K | 4.3% |
| American Funds Capital Group · Mutual fund | $477K | 3.7% |
| John Hancock Multimanager Conserv LS John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $435K | 3.4% |
| New Perspective Fund Capital Group · Mutual fund | $260K | 2.0% |
| continued) PIMCO Income Fund PIMCO (Allianz) · Mutual fund | $251K | 2.0% |
Added 11 funds.
| Fund | Year-end value |
|---|---|
| AddedAmerican Funds 2055 Target Date Retirement Fund | $6.1M |
| AddedJohn Hancock Multimanager Moderate LS | $1.3M |
| AddedMultimanager Lifestyle Balanced Portfolio | $1.1M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.