John Hancock Life Insurance Company (U.S.A.) — Form 5500 filings & benefit plans
Form 5500 plan sponsor summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, John Hancock Life Insurance Company (U.S.A.) (EIN 01-0233346) is a plan sponsor located in Boston, MA with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 01-0233346
- Location
- Boston, MA
- Loaded plans
- 8
- Total reported participants
- 15,924
- Total reported plan assets (EOY)
- $5,008,214,993
- Plans with financial data
- 6
- Plans with provider compensation
- 1
- Latest filing year
- 2023
Totals aggregate this sponsor's loaded Form 5500 filings only and reflect figures as reported; they are not an audited company total.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Master Trust For The Investment - Incentive Plan For John Hancock Employees, Tip And The John Hancock Savings And Investment Plan, Sip | 005 | not reported in the loaded dataset | $2,295,982,211 | 2023 |
| The Investment-Incentive Plan For John Hancock Employees | 002 | 9,916 | $2,197,604,550 | 2023 |
| John Hancock Separate Investment Account 1k Diversified Stock Fund | 011 | not reported in the loaded dataset | $247,249,217 | 2023 |
| John Hancock Separate Investment Account 1f Short Term Investment Fund | 010 | not reported in the loaded dataset | $154,817,038 | 2023 |
| John Hancock Savings And Investment Plan | 004 | 802 | $111,648,544 | 2023 |
| John Hancock Separate Investment Account 1c Balanced Stock & Bond Fund | 008 | not reported in the loaded dataset | $913,433 | 2023 |
| John Hancock Severance Pay Plan | 509 | 4,574 | not reported in the loaded dataset | 2023 |
| John Hancock Officer Severance Pay Plan | 511 | 632 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Master Trust For The Investment - Incentive Plan For John Hancock Employees, Tip And The John Hancock Savings And Investment Plan, Sip | not reported in the loaded dataset | H, C | 20241007113541NAL0015105441001 |
| 2023 | John Hancock Savings And Investment Plan | 802 | H | 20241007113627NAL0015106113001 |
| 2023 | The Investment-Incentive Plan For John Hancock Employees | 9,916 | H | 20241007113755NAL0008833267001 |
| 2023 | John Hancock Officer Severance Pay Plan | 632 | — | 20241007145120NAL0007696739001 |
| 2023 | John Hancock Severance Pay Plan | 4,574 | — | 20241007145206NAL0031207570001 |
| 2023 | John Hancock Separate Investment Account 1c Balanced Stock & Bond Fund | not reported in the loaded dataset | H | 20241014201915NAL0028224881001 |
| 2023 | John Hancock Separate Investment Account 1f Short Term Investment Fund | not reported in the loaded dataset | H | 20241014202909NAL0027110017001 |
| 2023 | John Hancock Separate Investment Account 1k Diversified Stock Fund | not reported in the loaded dataset | H | 20241014205903NAL0015540819001 |