Master Trust For The Investment - Incentive Plan For John Hancock Employees, Tip And The John Hancock Savings And Investment Plan, Sip — 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, Master Trust For The Investment - Incentive Plan For John Hancock Employees, Tip And The John Hancock Savings And Investment Plan, Sip is a benefit plan reported by John Hancock Life Insurance Company U.S.A under EIN 01-0233346 and plan number 005. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $2,295,982,211 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
- 005
- Plan type
- 4
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $2,295,982,211
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241007113541NAL0015105441001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,295,982,211
- Total liabilities (EOY)
- $878,993
- Net assets (EOY)
- $2,295,103,218
- Net assets (BOY)
- $2,012,318,555
Income & contributions
- Total contributions
- $0
- Total income / additions
- $347,829,248
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $1,176,668
- Total expenses
- $1,176,668
- Net increase / (decrease)
- $346,652,580
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alight Solutions LLC | ADMINISTRATOR/CONSULTANT | $767,734 | not reported in the loaded dataset | 2023 |
| State Street Bank | CUSTODY/ADMIN/SEP. ACCNT | $296,038 | not reported in the loaded dataset | 2023 |
| Ernst And Young Llp | AUDITOR | $112,896 | not reported in the loaded dataset | 2023 |