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Company:
Burkhardt Distributing Company, Inc.

Plan:
Burkhardt Distributing Company, Inc. Profit Sharing Plan And Trust
 
Form 5500 | Insurance Information
Insurance Carrier Summary Persons Covered
 
John Hancock Life Insurance Company USA 148
EIN 01-0233346
Industry Code 65838
Contract Number 47175
Contract Year 01/01/2010 — 12/31/2010
Value in General Account at Year End $13,774
Value in Separate Accounts at Year End $5,534,446
 
Insurance Fees and Commissions $34,361
 
Persons Receiving Commissions and Fees  
Agent/Broker Organization Code Commissions Paid Fees Paid Purpose of Fees Paid
Jw Cole Insurance Services, Inc.
6928 W Linebaugh Ave Suite 101
Tampa, FL 33625
Insurance Agent or Broker $22,725 $0
Lba Retirement Plan Services, LLC
501 Riverside Avenue Suite 800
Jacksonville, FL 32202
Third Party Administrator $0 $9,650 TRANSACTION BASED FEES
Lba Retirement Plan Services, LLC
501 Riverside Avenue Sutie 800
Jacksonville, FL 32202
Third Party Administrator $0 $1,980 TPA FORUM COMPENSATION
Vanguard Group, Inc.
100 Vanguard Blvd
Malvern, PA 19355
Investment Manager/Adviser $0 $6 REDEMPTION FEES
 
Allocated Funds  
Type of Contract Unspecified
Basis of premium rates
Premiums paid to carrier $0
Premiums due but unpaid at the end of the year $0
If the carrier, service, or other organization incurred any specific costs in connection with the acquisition or retention of the contract or policy, enter amount $0
Specify the nature of the costs
 
Unallocated Funds  
Type of Contract Guaranteed Investment
Balance at the end of the previous year $9,448
Additions $4,386
Contributions Deposited during the year $4,652
Dividends and credits $0
Interest credited during the year $290
Transferred from separate account $0
Other $-556
Total of Balance and Additions $13,834
Deductions $60
Disbursed from fund to pay benefits or purchase annuities during the year $0
Administration charge made by carrier $0
Transferred to Separate Account $60
Other $0
Balance at the end of the current year $13,774