This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 13-3646501 | — | RECORDKEEPER | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH | 13-5674085 | — | RIA | $45K | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| AMERICAN FUNDS 2030 TD JOHN HANCOCK LIFE INSURANCE CO OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $5.8M | 14.1% |
| AMERICAN FUNDS 2050 TD JOHN HANCOCK LIFE INSURANCE CO OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $4.4M | 10.7% |
| AMERICAN FUNDS 2040 TD JOHN HANCOCK LIFE INSURANCE CO OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $4.4M | 10.7% |
| Indirect comp |
|---|
| PASI, LLC | — | FARMINGTON, CT | TPA FEES | $24K | — |
| AMERICAN FUNDS 2045 TD JOHN HANCOCK LIFE INSURANCE CO OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $4.4M | 10.7% |
| AMERICAN FUNDS 2035 TD JOHN HANCOCK LIFE INSURANCE CO OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $4.4M | 10.6% |
| AMERICAN FUNDS 2055 TD JOHN HANCOCK LIFE INSURANCE CO OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $3.8M | 9.2% |
| AMERICAN FUNDS 2060 TD JOHN HANCOCK LIFE INSURANCE CO OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $2.2M | 5.2% |
| AMERICAN FUNDS 2025 TD JOHN HANCOCK LIFE INSURANCE CO OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $2.0M | 4.9% |
| 500 INDEX FUND JOHN HANCOCK LIFE INSURANCE CO OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $1.8M | 4.4% |
| VANGUARD GROWTH INDEX FUND JOHN HANCOCK LIFE INSURANCE CO OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $1.7M | 4.1% |
| AMERICAN FUNDS 2020 TD JOHN HANCOCK LIFE INSURANCE CO OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $1.0M | 2.4% |
| VANGUARD SMALL CAP GROW INDEX JOHN HANCOCK LIFE INSURANCE CO OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $884K | 2.1% |
| AMERICAN FUNDS 2065 TD JOHN HANCOCK LIFE INSURANCE CO OF NEW YORK · EIN 13-6446501 / PN 000 | Pooled Separate Account | $792K | 1.9% |
| VANGUARD VALUE INDEX FUND JOHN HANCOCK LIFE INSURANCE CO OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $466K | 1.1% |
| TOTAL BOND MARKET FUND JOHN HANCOCK LIFE INSURANCE CO OF NEW YORK · EIN 13-6446501 / PN 000 | Pooled Separate Account | $347K | 0.8% |
| JOHN HANCOCK STABLE VAL JOHN HANCOCK LIFE INSURANCE CO OF NEW YORK · EIN 13-6446501 / PN 000 | Pooled Separate Account | $309K | 0.7% |
| VANGUARD SMALL CAP VALUE INDEX JOHN HANCOCK LIFE INSURANCE CO OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $256K | 0.6% |
| T. ROWE PRICE CAP APPRECIATION JOHN HANCOCK LIFE INSURANCE CO OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $240K | 0.6% |
| VANGUARD MID-CAP GROWTH ETF JOHN HANCOCK LIFE INSURANCE CO OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $235K | 0.6% |
| NUVEEN SMALL-CAP BLEND INDEX JOHN HANCOCK LIFE INSURANCE CO OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $191K | 0.5% |
| AMERICAN FUNDS NEW PERSPECTIVE JOHN HANCOCK LIFE INSURANCE CO OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $117K | 0.3% |
| VANGUARD MID-CAP VALUE ETF JOHN HANCOCK LIFE INSURANCE CO OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $107K | 0.3% |
| AMERICAN FUNDS 2010 TD JOHN HANCOCK LIFE INSURANCE CO OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $86K | 0.2% |
| BLACKROCK HIGH YIELD BOND FUND JOHN HANCOCK LIFE INSURANCE CO OF NEW YORK · EIN 13-6446501 / PN 000 | Pooled Separate Account | $85K | 0.2% |
| MID CAP INDEX FUND JOHN HANCOCK LIFE INSURANCE CO OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $81K | 0.2% |
| ISHARES MSCI EAFE VALUE ETF JOHN HANCOCK LIFE INSURANCE CO OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $65K | 0.2% |
| AF US GOVERNMENT SECURITIES JOHN HANCOCK LIFE INSURANCE CO OF NEW YORK · EIN 13-6446501 / PN 000 | Pooled Separate Account | $14K | <0.1% |
