The Investment-Incentive Plan For John Hancock Employees — Form 5500 plan (John Hancock Life Insurance Company U.S.A)
Plain-English plan 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, The Investment-Incentive Plan For John Hancock Employees is a benefit plan reported by John Hancock Life Insurance Company U.S.A under EIN 01-0233346 and plan number 002. The latest loaded filing year is 2023. The filing reports 9,916 participants and $2,197,604,550 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- John Hancock Life Insurance Company U.S.A
- EIN
- 01-0233346
- Plan number
- 002
- Plan type
- 2
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 9,916
- End-of-year plan assets
- $2,197,604,550
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9,916 | H | 20241007113755NAL0008833267001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,197,604,550
- Total liabilities (EOY)
- $836,250
- Net assets (EOY)
- $2,196,768,300
- Net assets (BOY)
- $1,919,388,118
Income & contributions
- Employer contributions
- $25,998,435
- Participant contributions
- $62,239,017
- Total contributions
- $92,424,111
- Total income / additions
- $421,498,999
Expenses & distributions
- Benefits paid
- $144,106,512
- Administrative expenses
- $0
- Total expenses
- $144,118,817
- Net increase / (decrease)
- $277,380,182
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.