2023 Form 5500 filing — Master Trust For The Investment - Incentive Plan For John Hancock Employees, Tip And The John Hancock Savings And Investment Plan, Sip
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241007113541NAL0015105441001) for Master Trust For The Investment - Incentive Plan For John Hancock Employees, Tip And The John Hancock Savings And Investment Plan, Sip, reported by John Hancock Life Insurance Company U.S.A under EIN 01-0233346 and plan number 005. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007113541NAL0015105441001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- John Hancock Life Insurance Company U.S.A
- EIN
- 01-0233346
- Plan number
- 005
- Location
- Boston, MA
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,295,982,211
- Total liabilities (EOY)
- $878,993
- Net assets (EOY)
- $2,295,103,218
- Total income / additions
- $347,829,248
- Benefits paid
- $0
- Administrative expenses
- $1,176,668
- Total expenses
- $1,176,668
- Net increase / (decrease)
- $346,652,580
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alight Solutions LLC | ADMINISTRATOR/CONSULTANT | $767,734 | not reported in the loaded dataset |
| State Street Bank | CUSTODY/ADMIN/SEP. ACCNT | $296,038 | not reported in the loaded dataset |
| Ernst And Young Llp | AUDITOR | $112,896 | not reported in the loaded dataset |