LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LINCOLN NEW YORK SEPARATE ACCOUNT 401 FOR GROUP ANNUITY CONTRACTS
401k plan membership statisitcs for LINCOLN NEW YORK SEPARATE ACCOUNT 401 FOR GROUP ANNUITY CONTRACTS
| Measure | Date | Value |
|---|
| 2022 : LINCOLN NEW YORK SEPARATE ACCOUNT 401 FOR GROUP ANNUITY CONTRACTS 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total transfer of assets to this plan | 2022-12-31 | $267,991,387 |
| Total transfer of assets from this plan | 2022-12-31 | $243,534,726 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $2,541 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $-162,516,556 |
| Total loss/gain on sale of assets | 2022-12-31 | $6,375,033 |
| Total of all expenses incurred | 2022-12-31 | $1,118,177 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $0 |
| Value of total assets at end of year | 2022-12-31 | $813,722,391 |
| Value of total assets at beginning of year | 2022-12-31 | $952,897,922 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $1,118,177 |
| Total interest from all sources | 2022-12-31 | $27,425,727 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $3,443 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $3,524 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $2,541 |
| Administrative expenses (other) incurred | 2022-12-31 | $1,118,177 |
| Value of net income/loss | 2022-12-31 | $-163,634,733 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $813,719,850 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $952,897,922 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $813,718,948 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $952,894,398 |
| Interest earned on other investments | 2022-12-31 | $27,425,727 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-196,317,316 |
| Aggregate proceeds on sale of assets | 2022-12-31 | $268,251,181 |
| Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $261,876,148 |
| 2021 : LINCOLN NEW YORK SEPARATE ACCOUNT 401 FOR GROUP ANNUITY CONTRACTS 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total transfer of assets to this plan | 2021-12-31 | $312,715,181 |
| Total transfer of assets from this plan | 2021-12-31 | $313,259,666 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $131,007,637 |
| Total loss/gain on sale of assets | 2021-12-31 | $58,139,128 |
| Total of all expenses incurred | 2021-12-31 | $1,530,197 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $0 |
| Value of total assets at end of year | 2021-12-31 | $952,897,922 |
| Value of total assets at beginning of year | 2021-12-31 | $823,964,967 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $1,530,197 |
| Total interest from all sources | 2021-12-31 | $60,641,544 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $3,524 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $4,481 |
| Administrative expenses (other) incurred | 2021-12-31 | $1,530,197 |
| Value of net income/loss | 2021-12-31 | $129,477,440 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $952,897,922 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $823,964,967 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $952,894,398 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $823,960,486 |
| Interest earned on other investments | 2021-12-31 | $60,641,544 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $12,226,965 |
| Aggregate proceeds on sale of assets | 2021-12-31 | $369,318,860 |
| Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $311,179,732 |
| 2020 : LINCOLN NEW YORK SEPARATE ACCOUNT 401 FOR GROUP ANNUITY CONTRACTS 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total transfer of assets to this plan | 2020-12-31 | $220,325,908 |
| Total transfer of assets from this plan | 2020-12-31 | $240,642,138 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total income from all sources (including contributions) | 2020-12-31 | $116,539,855 |
| Total loss/gain on sale of assets | 2020-12-31 | $18,635,898 |
| Total of all expenses incurred | 2020-12-31 | $1,420,845 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $0 |
| Value of total assets at end of year | 2020-12-31 | $823,964,967 |
| Value of total assets at beginning of year | 2020-12-31 | $729,162,187 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $1,420,845 |
| Total interest from all sources | 2020-12-31 | $23,588,096 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $4,481 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $1,915 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $0 |
| Administrative expenses (other) incurred | 2020-12-31 | $1,420,845 |
| Value of net income/loss | 2020-12-31 | $115,119,010 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $823,964,967 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $729,162,187 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $823,960,486 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $729,160,272 |
| Interest earned on other investments | 2020-12-31 | $23,588,096 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $74,315,861 |
| Aggregate proceeds on sale of assets | 2020-12-31 | $254,425,936 |
| Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $235,790,038 |
| 2019 : LINCOLN NEW YORK SEPARATE ACCOUNT 401 FOR GROUP ANNUITY CONTRACTS 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total transfer of assets to this plan | 2019-12-31 | $237,610,417 |
| Total transfer of assets from this plan | 2019-12-31 | $183,949,650 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $18,531 |
| Total income from all sources (including contributions) | 2019-12-31 | $131,302,429 |
| Total loss/gain on sale of assets | 2019-12-31 | $13,023,190 |
| Total of all expenses incurred | 2019-12-31 | $1,523,108 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $0 |
| Value of total assets at end of year | 2019-12-31 | $729,162,187 |
| Value of total assets at beginning of year | 2019-12-31 | $545,740,630 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $1,523,108 |
| Total interest from all sources | 2019-12-31 | $24,787,091 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $1,915 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $2,584,558 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $18,531 |
| Administrative expenses (other) incurred | 2019-12-31 | $1,523,108 |
| Value of net income/loss | 2019-12-31 | $129,779,321 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $729,162,187 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $545,722,099 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $729,160,272 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $543,156,072 |
| Interest earned on other investments | 2019-12-31 | $24,787,091 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $93,492,148 |
| Aggregate proceeds on sale of assets | 2019-12-31 | $235,108,240 |
| Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $222,085,050 |
| 2018 : LINCOLN NEW YORK SEPARATE ACCOUNT 401 FOR GROUP ANNUITY CONTRACTS 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
| Total transfer of assets to this plan | 2018-12-31 | $238,980,829 |
| Total transfer of assets from this plan | 2018-12-31 | $136,949,309 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $18,531 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $1,067,552 |
| Total income from all sources (including contributions) | 2018-12-31 | $-34,977,885 |
| Total loss/gain on sale of assets | 2018-12-31 | $9,019,925 |
| Total of all expenses incurred | 2018-12-31 | $1,414,840 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $0 |
| Value of total assets at end of year | 2018-12-31 | $545,740,630 |
| Value of total assets at beginning of year | 2018-12-31 | $481,150,856 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $1,414,840 |
| Total interest from all sources | 2018-12-31 | $23,839,640 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $2,584,558 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $132,421 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $18,531 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $1,067,552 |
| Administrative expenses (other) incurred | 2018-12-31 | $1,414,840 |
| Value of net income/loss | 2018-12-31 | $-36,392,725 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $545,722,099 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $480,083,304 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $543,156,072 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $481,018,435 |
| Interest earned on other investments | 2018-12-31 | $23,839,640 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-67,837,450 |
| Aggregate proceeds on sale of assets | 2018-12-31 | $165,900,947 |
| Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $156,881,022 |
| 2017 : LINCOLN NEW YORK SEPARATE ACCOUNT 401 FOR GROUP ANNUITY CONTRACTS 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
| Total transfer of assets to this plan | 2017-12-31 | $242,034,802 |
| Total transfer of assets from this plan | 2017-12-31 | $123,002,210 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $1,067,552 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $5,447 |
| Total income from all sources (including contributions) | 2017-12-31 | $60,812,776 |
| Total loss/gain on sale of assets | 2017-12-31 | $7,830,785 |
| Total of all expenses incurred | 2017-12-31 | $1,183,084 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $0 |
| Value of total assets at end of year | 2017-12-31 | $481,150,856 |
| Value of total assets at beginning of year | 2017-12-31 | $301,426,467 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $1,183,084 |
| Total interest from all sources | 2017-12-31 | $14,408,725 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $132,421 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $118,871 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $1,067,552 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $5,447 |
| Administrative expenses (other) incurred | 2017-12-31 | $1,183,084 |
| Value of net income/loss | 2017-12-31 | $59,629,692 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $480,083,304 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $301,421,020 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $481,018,435 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $301,307,596 |
| Interest earned on other investments | 2017-12-31 | $14,408,725 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $38,573,266 |
| Aggregate proceeds on sale of assets | 2017-12-31 | $182,790,230 |
| Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $174,959,445 |
| 2016 : LINCOLN NEW YORK SEPARATE ACCOUNT 401 FOR GROUP ANNUITY CONTRACTS 2016 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
| Total transfer of assets to this plan | 2016-12-31 | $137,666,652 |
| Total transfer of assets from this plan | 2016-12-31 | $68,091,645 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $5,447 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $425,837 |
| Total income from all sources (including contributions) | 2016-12-31 | $21,749,297 |
| Total loss/gain on sale of assets | 2016-12-31 | $203,392 |
| Total of all expenses incurred | 2016-12-31 | $821,089 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $0 |
| Value of total assets at end of year | 2016-12-31 | $301,426,467 |
| Value of total assets at beginning of year | 2016-12-31 | $211,343,642 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $821,089 |
| Total interest from all sources | 2016-12-31 | $10,686,325 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $118,871 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $23,204 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $5,447 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $425,837 |
| Administrative expenses (other) incurred | 2016-12-31 | $821,089 |
| Value of net income/loss | 2016-12-31 | $20,928,208 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $301,421,020 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $210,917,805 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $301,307,596 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $211,320,438 |
| Interest earned on other investments | 2016-12-31 | $10,686,325 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $10,859,580 |
| Aggregate proceeds on sale of assets | 2016-12-31 | $340,846,450 |
| Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $340,643,058 |
