John Hancock Financial Services 401(k) and retirement plans

John Hancock Financial Services, Inc., Boston, MA. EIN 04-3483032. Annual reports 2009–2010.

John Hancock Financial Services, Inc. has no active retirement plan on file. Its last annual report was for 2010. Its The Investment Incentive Plan for John Hancock Employees was merged into John Hancock Savings Investment Plan in 2010. No traditional pension plan appears in John Hancock Financial Services's filings since 2009.

Active plans: 0
Plans on file: 2
Industry: Finance and insurance

All 2 plans

Active plans first

The Investment Incentive Plan for John Hancock Employees

401(k)Merged

Merged. In 2010 its assets moved to the John Hancock Savings Investment Plan, sponsored by John Hancock Financial Services, Inc. (EIN 04-3483032, plan 004). Accounts moved with them, so that plan is the one to contact.

Plan number: 002Employer EIN 04-3483032
Participants (2010): 10,059
Net assets (2010): $1.2 billion
Plan administrator: John Hancock Financial Services, Inc.
200 Berkeley Street
Boston, MA 02116
(617) 572-1544As filed for 2010
In effect since: September 9, 1968

Plans merged into this one: John Hancock Savings and Investment Plan (2010).

Year by year, 2009 to 2010

Plan year	Participants	Net assets	Recordkeeper
2010	10,059	$1.2 billion	not listed
2009	10,262	$1.1 billion	not listed

John Hancock Savings and Investment Plan

401(k)Merged

Merged. In 2010 its assets moved to the The Investment Incentive Plan for John Hancock Employees, sponsored by John Hancock Financial Services, Inc. (EIN 04-3483032, plan 002). Accounts moved with them, so that plan is the one to contact.

Plan number: 004Employer EIN 04-3483032
Participants (2010): 3,333
Net assets (2010): $184 million
Plan administrator: John Hancock Financial Services, Inc.
200 Berkeley Street
Boston, MA 02116
(617) 572-1544As filed for 2010
In effect since: January 1, 1982

Plans merged into this one: The Investment Incentive Plan for John Hancock Employees (2010).

Year by year, 2009 to 2010

Plan year	Participants	Net assets	Recordkeeper
2010	3,333	$184 million	not listed
2009	3,438	$166 million	not listed

Plans that moved to another employer

Plan	Now sponsored by	Since
John Hancock Pension Plan	The Manufacturers Investment Corporation	2010

These plans once filed under John Hancock Financial Services's tax ID and are now filed by another employer, usually after a sale or spin-off. Accounts moved with them.

If you had money in one of these plans

If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.