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FAMILY RESOURCES 403(B) RETIREMENT PLAN 401k Plan overview

Plan NameFAMILY RESOURCES 403(B) RETIREMENT PLAN
Plan identification number 001

FAMILY RESOURCES 403(B) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

FAMILY RESOURCES, INC. has sponsored the creation of one or more 401k plans.

Company Name:FAMILY RESOURCES, INC.
Employer identification number (EIN):237146873
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FAMILY RESOURCES 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01LISA DAVIS2024-02-21
0012021-07-01LISA DAVIS2023-01-08
0012020-07-01NIKOLLAOS D. SHARXHI2022-01-25
0012019-07-01NIKOLLAOS D. SHARXHI2021-03-08
0012018-07-01NIKOLLAOS D. SHARXHI2020-07-05
0012017-07-01
0012016-07-01
0012015-07-01CRUZ MELENDEZ
0012014-07-01CRUZ MELENDEZ
0012013-07-01KAREN MILLER
0012012-07-01KAREN MILLER
0012011-07-01KAREN L MILLER KAREN L MILLER2013-04-15
0012009-07-01KAREN L. MILLER
0012009-07-01KAREN L. MILLER

Plan Statistics for FAMILY RESOURCES 403(B) RETIREMENT PLAN

401k plan membership statisitcs for FAMILY RESOURCES 403(B) RETIREMENT PLAN

Measure Date Value
2022: FAMILY RESOURCES 403(B) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-01220
Total number of active participants reported on line 7a of the Form 55002022-07-0189
Number of retired or separated participants receiving benefits2022-07-010
Number of other retired or separated participants entitled to future benefits2022-07-01110
Total of all active and inactive participants2022-07-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-010
Total participants2022-07-01199
Number of participants with account balances2022-07-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-012
2021: FAMILY RESOURCES 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01214
Total number of active participants reported on line 7a of the Form 55002021-07-01107
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-01113
Total of all active and inactive participants2021-07-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01220
Number of participants with account balances2021-07-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-016
2020: FAMILY RESOURCES 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01253
Total number of active participants reported on line 7a of the Form 55002020-07-01100
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-01114
Total of all active and inactive participants2020-07-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01214
Number of participants with account balances2020-07-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-0112
2019: FAMILY RESOURCES 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01236
Total number of active participants reported on line 7a of the Form 55002019-07-01119
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-01134
Total of all active and inactive participants2019-07-01253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01253
Number of participants with account balances2019-07-01201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0122
2018: FAMILY RESOURCES 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01259
Total number of active participants reported on line 7a of the Form 55002018-07-01121
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-01115
Total of all active and inactive participants2018-07-01236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01236
Number of participants with account balances2018-07-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0136
2017: FAMILY RESOURCES 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01263
Total number of active participants reported on line 7a of the Form 55002017-07-01135
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-01124
Total of all active and inactive participants2017-07-01259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01259
Number of participants with account balances2017-07-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0140
2016: FAMILY RESOURCES 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01256
Total number of active participants reported on line 7a of the Form 55002016-07-01156
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-01107
Total of all active and inactive participants2016-07-01263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01263
Number of participants with account balances2016-07-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0125
2015: FAMILY RESOURCES 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01152
Total number of active participants reported on line 7a of the Form 55002015-07-01142
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-01114
Total of all active and inactive participants2015-07-01256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01256
Number of participants with account balances2015-07-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0128
2014: FAMILY RESOURCES 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01281
Total number of active participants reported on line 7a of the Form 55002014-07-01126
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0126
Total of all active and inactive participants2014-07-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01152
Number of participants with account balances2014-07-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0127
2013: FAMILY RESOURCES 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01306
Total number of active participants reported on line 7a of the Form 55002013-07-01144
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-01137
Total of all active and inactive participants2013-07-01281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01281
Number of participants with account balances2013-07-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-0110
2012: FAMILY RESOURCES 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01197
Total number of active participants reported on line 7a of the Form 55002012-07-01150
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-01155
Total of all active and inactive participants2012-07-01305
Total participants2012-07-01305
Number of participants with account balances2012-07-01224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-017
2011: FAMILY RESOURCES 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01273
Total number of active participants reported on line 7a of the Form 55002011-07-01130
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0167
Total of all active and inactive participants2011-07-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01197
Number of participants with account balances2011-07-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-0124
2009: FAMILY RESOURCES 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01360
Total number of active participants reported on line 7a of the Form 55002009-07-01124
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-01125
Total of all active and inactive participants2009-07-01249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01249
Number of participants with account balances2009-07-01249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0112

Financial Data on FAMILY RESOURCES 403(B) RETIREMENT PLAN

Measure Date Value
2023 : FAMILY RESOURCES 403(B) RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total income from all sources (including contributions)2023-06-30$458,808
Total loss/gain on sale of assets2023-06-30$0
Total of all expenses incurred2023-06-30$360,455
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$330,975
Value of total corrective distributions2023-06-30$2,549
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$144,279
Value of total assets at end of year2023-06-30$3,082,757
Value of total assets at beginning of year2023-06-30$2,984,404
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$26,931
Total interest from all sources2023-06-30$45,771
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$92,561
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-06-30$92,561
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$500,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Contributions received from participants2023-06-30$84,368
Participant contributions at end of year2023-06-30$62,939
Participant contributions at beginning of year2023-06-30$75,030
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$98,353
Value of net assets at end of year (total assets less liabilities)2023-06-30$3,082,757
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$2,984,404
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$1,944,523
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$1,810,755
Interest on participant loans2023-06-30$2,068
Interest earned on other investments2023-06-30$43,703
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-06-30$1,075,295
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-06-30$1,098,619
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-06-30$176,197
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30No
Was there a failure to transmit to the plan any participant contributions2023-06-30No
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Contributions received in cash from employer2023-06-30$59,911
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$330,975
Contract administrator fees2023-06-30$26,931
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Opinion of an independent qualified public accountant for this plan2023-06-30Unqualified
Accountancy firm name2023-06-30ASSURANCE DIMENSIONS
Accountancy firm EIN2023-06-30263429295
2022 : FAMILY RESOURCES 403(B) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-42,462
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$538,648
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$496,864
Value of total corrective distributions2022-06-30$4,813
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$351,577
Value of total assets at end of year2022-06-30$2,984,404
Value of total assets at beginning of year2022-06-30$3,565,514
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$36,971
Total interest from all sources2022-06-30$43,355
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$181,248
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$181,248
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$89,508
Participant contributions at end of year2022-06-30$75,030
Participant contributions at beginning of year2022-06-30$65,659
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$193,054
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-581,110
Value of net assets at end of year (total assets less liabilities)2022-06-30$2,984,404
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$3,565,514
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$1,810,755
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$2,411,134
Interest on participant loans2022-06-30$1,688
Interest earned on other investments2022-06-30$41,667
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$1,098,619
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$1,088,721
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-618,642
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$69,015
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$496,864
Contract administrator fees2022-06-30$36,971
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30ASSURANCE DIMENSIONS
Accountancy firm EIN2022-06-30263429295
2021 : FAMILY RESOURCES 403(B) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$916,676
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$491,030
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$450,479
Value of total corrective distributions2021-06-30$5,417
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$204,109
Value of total assets at end of year2021-06-30$3,565,514
Value of total assets at beginning of year2021-06-30$3,139,868
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$35,134
Total interest from all sources2021-06-30$47,586
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$75,930
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$75,930
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$115,624
Participant contributions at end of year2021-06-30$65,659
Participant contributions at beginning of year2021-06-30$48,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$425,646
Value of net assets at end of year (total assets less liabilities)2021-06-30$3,565,514
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$3,139,868
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$2,411,134
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$1,806,953
Interest on participant loans2021-06-30$1,258
Interest earned on other investments2021-06-30$46,328
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$1,088,721
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$1,284,915
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$589,051
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$88,485
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$450,479
Contract administrator fees2021-06-30$35,134
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30ASSURANCE DIMENSIONS
Accountancy firm EIN2021-06-30263429295
2020 : FAMILY RESOURCES 403(B) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$386,623
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$852,450
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$757,423
Value of total corrective distributions2020-06-30$4,868
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$255,910
Value of total assets at end of year2020-06-30$3,139,868
Value of total assets at beginning of year2020-06-30$3,605,695
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$90,159
Total interest from all sources2020-06-30$52,087
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$80,754
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$80,754
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$138,967
Participant contributions at end of year2020-06-30$48,000
Participant contributions at beginning of year2020-06-30$53,372
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$23,150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-465,827
Value of net assets at end of year (total assets less liabilities)2020-06-30$3,139,868
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$3,605,695
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$1,806,953
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$2,200,325
Interest on participant loans2020-06-30$1,342
Interest earned on other investments2020-06-30$50,745
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$1,284,915
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$1,351,998
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$-2,128
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$93,793
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$757,423
Contract administrator fees2020-06-30$90,159
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30ASSURANCE DIMENSIONS
Accountancy firm EIN2020-06-30263429295
2019 : FAMILY RESOURCES 403(B) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$455,117
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$254,296
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$217,866
Value of total corrective distributions2019-06-30$2,530
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$232,806
Value of total assets at end of year2019-06-30$3,605,695
Value of total assets at beginning of year2019-06-30$3,404,874
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$33,900
Total interest from all sources2019-06-30$52,709
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$85,880
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$85,880
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$113,914
Participant contributions at end of year2019-06-30$53,372
Participant contributions at beginning of year2019-06-30$60,194
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$3,648
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$200,821
Value of net assets at end of year (total assets less liabilities)2019-06-30$3,605,695
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$3,404,874
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$2,200,325
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$2,006,085
Interest on participant loans2019-06-30$1,007
Interest earned on other investments2019-06-30$51,702
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$1,351,998
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$1,338,595
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$83,722
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$115,244
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$217,866
Contract administrator fees2019-06-30$33,900
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30ASSURANCE DIMENSIONS
Accountancy firm EIN2019-06-30263429295
2018 : FAMILY RESOURCES 403(B) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$506,538
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$131,775
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$97,865
Value of total corrective distributions2018-06-30$2,545
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$238,779
Value of total assets at end of year2018-06-30$3,404,874
Value of total assets at beginning of year2018-06-30$3,030,111
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$31,365
Total interest from all sources2018-06-30$49,603
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$59,453
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$59,453
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$132,139
Participant contributions at end of year2018-06-30$60,194
Participant contributions at beginning of year2018-06-30$62,981
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$374,763
Value of net assets at end of year (total assets less liabilities)2018-06-30$3,404,874
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$3,030,111
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$2,006,085
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$1,669,252
Interest on participant loans2018-06-30$994
Interest earned on other investments2018-06-30$48,609
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$1,338,595
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$1,297,878
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$158,703
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$106,640
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$97,865
Contract administrator fees2018-06-30$31,365
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30ASSURANCE DIMENSIONS
Accountancy firm EIN2018-06-30263429295
2017 : FAMILY RESOURCES 403(B) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$564,633
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$373,968
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$345,721
Value of total corrective distributions2017-06-30$2,356
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$283,806
Value of total assets at end of year2017-06-30$3,030,111
Value of total assets at beginning of year2017-06-30$2,839,446
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$25,891
Total interest from all sources2017-06-30$34,338
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$35,862
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$35,862
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$121,295
Participant contributions at end of year2017-06-30$62,981
Participant contributions at beginning of year2017-06-30$67,684
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$18,611
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$190,665
Value of net assets at end of year (total assets less liabilities)2017-06-30$3,030,111
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$2,839,446
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$1,669,252
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$1,374,597
Interest on participant loans2017-06-30$1,236
Interest earned on other investments2017-06-30$33,102
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$1,297,878
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$1,397,165
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$210,627
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$143,900
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$345,721
Contract administrator fees2017-06-30$25,891
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30BARLEY, MCNAMARA, WILD
Accountancy firm EIN2017-06-30273236857
2016 : FAMILY RESOURCES 403(B) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$198,409
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$140,207
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$116,434
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$147,953
Value of total assets at end of year2016-06-30$2,839,446
Value of total assets at beginning of year2016-06-30$2,781,244
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$23,773
Total interest from all sources2016-06-30$51,945
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$50,374
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$50,374
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$67,095
Participant contributions at end of year2016-06-30$67,684
Participant contributions at beginning of year2016-06-30$113,831
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$9,677
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$58,202
Value of net assets at end of year (total assets less liabilities)2016-06-30$2,839,446
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$2,781,244
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$1,374,597
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$1,340,748
Interest on participant loans2016-06-30$2,246
Interest earned on other investments2016-06-30$49,699
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$1,397,165
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$1,326,665
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-51,863
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$71,181
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$116,434
Contract administrator fees2016-06-30$23,773
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30BARLEY, MCNAMARA, WILD
Accountancy firm EIN2016-06-30273236857
2015 : FAMILY RESOURCES 403(B) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$235,859
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$187,834
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$154,531
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$125,432
Value of total assets at end of year2015-06-30$2,781,244
Value of total assets at beginning of year2015-06-30$2,733,219
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$33,303
Total interest from all sources2015-06-30$52,900
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$45,821
Participant contributions at end of year2015-06-30$113,831
Participant contributions at beginning of year2015-06-30$117,952
Participant contributions at beginning of year2015-06-30$1,485
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$3,246
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$48,025
Value of net assets at end of year (total assets less liabilities)2015-06-30$2,781,244
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$2,733,219
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$1,340,748
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$1,251,773
Interest on participant loans2015-06-30$3,287
Interest earned on other investments2015-06-30$49,613
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$1,326,665
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$1,357,895
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$57,527
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$76,365
Employer contributions (assets) at beginning of year2015-06-30$4,114
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$154,531
Contract administrator fees2015-06-30$33,303
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30BARLEY, MCNAMARA, WILD
Accountancy firm EIN2015-06-30273236857
2014 : FAMILY RESOURCES 403(B) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$500,512
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$943,127
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$924,748
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$167,841
Value of total assets at end of year2014-06-30$2,733,219
Value of total assets at beginning of year2014-06-30$3,175,834
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$18,379
Total interest from all sources2014-06-30$51,276
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$67,805
Participant contributions at end of year2014-06-30$117,952
Participant contributions at beginning of year2014-06-30$64,844
Participant contributions at end of year2014-06-30$1,485
Participant contributions at beginning of year2014-06-30$3,712
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$-442,615
Value of net assets at end of year (total assets less liabilities)2014-06-30$2,733,219
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$3,175,834
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$1,251,773
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$1,719,210
Interest on participant loans2014-06-30$3,272
Interest earned on other investments2014-06-30$48,004
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$1,357,895
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$1,388,068
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$281,395
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$100,036
Employer contributions (assets) at end of year2014-06-30$4,114
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$924,748
Contract administrator fees2014-06-30$18,379
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-06-30Yes
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30BARLEY,MCNAMARA,WILD
Accountancy firm EIN2014-06-30273236857
2013 : FAMILY RESOURCES 403(B) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$431,312
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$270,476
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$241,208
Expenses. Certain deemed distributions of participant loans2013-06-30$12,798
Value of total corrective distributions2013-06-30$1,706
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$150,634
Value of total assets at end of year2013-06-30$3,175,834
Value of total assets at beginning of year2013-06-30$3,014,998
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$14,764
Total interest from all sources2013-06-30$76,611
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$37,616
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$37,616
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$70,091
Participant contributions at end of year2013-06-30$64,844
Participant contributions at beginning of year2013-06-30$84,881
Participant contributions at end of year2013-06-30$3,712
Participant contributions at beginning of year2013-06-30$4,639
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$5,769
Other income not declared elsewhere2013-06-30$-23,204
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$160,836
Value of net assets at end of year (total assets less liabilities)2013-06-30$3,175,834
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$3,014,998
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$1,719,210
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$1,556,471
Interest on participant loans2013-06-30$842
Interest earned on other investments2013-06-30$75,769
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$1,388,068
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$1,369,007
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$189,655
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$74,774
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$241,208
Contract administrator fees2013-06-30$14,764
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30BARLEY,MCNAMARA,WILD,MARTIN
Accountancy firm EIN2013-06-30273236857
2012 : FAMILY RESOURCES 403(B) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$1,421
Total income from all sources (including contributions)2012-06-30$246,912
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$482,109
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$460,218
Expenses. Certain deemed distributions of participant loans2012-06-30$2,155
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$164,347
Value of total assets at end of year2012-06-30$3,014,998
Value of total assets at beginning of year2012-06-30$3,251,616
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$19,736
Total interest from all sources2012-06-30$57,853
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$31,859
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$31,859
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$79,914
Participant contributions at end of year2012-06-30$84,881
Participant contributions at beginning of year2012-06-30$83,271
Participant contributions at end of year2012-06-30$4,639
Participant contributions at beginning of year2012-06-30$4,665
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$1,421
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$1,421
Total non interest bearing cash at beginning of year2012-06-30$79
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-235,197
Value of net assets at end of year (total assets less liabilities)2012-06-30$3,014,998
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$3,250,195
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$1,556,471
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$1,661,511
Interest on participant loans2012-06-30$940
Interest earned on other investments2012-06-30$56,913
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$5,419
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$5,419
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$1,369,007
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$1,487,625
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-7,147
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30Yes
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$84,433
Employer contributions (assets) at beginning of year2012-06-30$7,625
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$460,218
Contract administrator fees2012-06-30$19,736
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30BARLEY MCNAMARA WILD MARTIN
Accountancy firm EIN2012-06-30273236857
2011 : FAMILY RESOURCES 403(B) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$1,421
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$6,463
Total income from all sources (including contributions)2011-06-30$719,592
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$307,540
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$291,078
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$314,655
Value of total assets at end of year2011-06-30$3,251,616
Value of total assets at beginning of year2011-06-30$2,844,606
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$16,462
Total interest from all sources2011-06-30$614
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$181,324
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$181,324
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$300,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$102,200
Participant contributions at end of year2011-06-30$83,271
Participant contributions at beginning of year2011-06-30$52,828
Participant contributions at end of year2011-06-30$4,665
Participant contributions at beginning of year2011-06-30$5,495
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$60,266
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$1,421
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$171,903
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-06-30$1,421
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$6,463
Total non interest bearing cash at end of year2011-06-30$79
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$412,052
Value of net assets at end of year (total assets less liabilities)2011-06-30$3,250,195
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$2,838,143
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$1,661,511
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$1,014,988
Interest on participant loans2011-06-30$614
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$5,419
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$8,029
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$8,029
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$1,487,625
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$1,585,204
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$222,999
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30Yes
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$152,189
Employer contributions (assets) at end of year2011-06-30$7,625
Employer contributions (assets) at beginning of year2011-06-30$6,159
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$291,078
Contract administrator fees2011-06-30$16,462
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30BARLEY,MCNAMARA,WILD,MARTIN,JACKSON
Accountancy firm EIN2011-06-30273236857
2010 : FAMILY RESOURCES 403(B) RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for FAMILY RESOURCES 403(B) RETIREMENT PLAN

2022: FAMILY RESOURCES 403(B) RETIREMENT PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement – InsuranceYes
2022-07-01Plan benefit arrangement - TrustYes
2021: FAMILY RESOURCES 403(B) RETIREMENT PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: FAMILY RESOURCES 403(B) RETIREMENT PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: FAMILY RESOURCES 403(B) RETIREMENT PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: FAMILY RESOURCES 403(B) RETIREMENT PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: FAMILY RESOURCES 403(B) RETIREMENT PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: FAMILY RESOURCES 403(B) RETIREMENT PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: FAMILY RESOURCES 403(B) RETIREMENT PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: FAMILY RESOURCES 403(B) RETIREMENT PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: FAMILY RESOURCES 403(B) RETIREMENT PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: FAMILY RESOURCES 403(B) RETIREMENT PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: FAMILY RESOURCES 403(B) RETIREMENT PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2009: FAMILY RESOURCES 403(B) RETIREMENT PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedYes
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number891603006
Policy instance 2
Insurance contract or identification number891603006
Number of Individuals Covered76
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808792
Policy instance 1
Insurance contract or identification number808792
Number of Individuals Covered199
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number891603006
Policy instance 2
Insurance contract or identification number891603006
Number of Individuals Covered78
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808792
Policy instance 1
Insurance contract or identification number808792
Number of Individuals Covered220
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number891603006
Policy instance 2
Insurance contract or identification number891603006
Number of Individuals Covered81
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808792
Policy instance 1
Insurance contract or identification number808792
Number of Individuals Covered214
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808792
Policy instance 1
Insurance contract or identification number808792
Number of Individuals Covered176
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number193024+030
Policy instance 2
Insurance contract or identification number193024+030
Number of Individuals Covered84
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number193024+030
Policy instance 2
Insurance contract or identification number193024+030
Number of Individuals Covered88
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808792
Policy instance 1
Insurance contract or identification number808792
Number of Individuals Covered156
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number193024+030
Policy instance 2
Insurance contract or identification number193024+030
Number of Individuals Covered83
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808792
Policy instance 1
Insurance contract or identification number808792
Number of Individuals Covered259
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number193024+030
Policy instance 2
Insurance contract or identification number193024+030
Number of Individuals Covered99
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808792
Policy instance 1
Insurance contract or identification number808792
Number of Individuals Covered256
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number193024+030
Policy instance 2
Insurance contract or identification number193024+030
Number of Individuals Covered103
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $97
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $97
Insurance broker organization code?4
Insurance broker nameVSR FINANCIAL SERVICES INC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808792
Policy instance 1
Insurance contract or identification number808792
Number of Individuals Covered152
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808792
Policy instance 1
Insurance contract or identification number808792
Number of Individuals Covered174
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number193024+030
Policy instance 2
Insurance contract or identification number193024+030
Number of Individuals Covered107
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $1,155
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,155
Insurance broker organization code?4
Insurance broker nameNFP SECURITIES INC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893143-007
Policy instance 2
Insurance contract or identification number893143-007
Number of Individuals Covered123
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $1,681
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,392
Insurance broker organization code?4
Insurance broker nameNFP SECURITIES
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number193024+030
Policy instance 1
Insurance contract or identification number193024+030
Number of Individuals Covered120
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $5,364
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,364
Insurance broker organization code?4
Insurance broker nameVSR FINANCIAL SERVICES
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number193024+030
Policy instance 1
Insurance contract or identification number193024+030
Number of Individuals Covered147
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $6,086
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893143-007
Policy instance 2
Insurance contract or identification number893143-007
Number of Individuals Covered131
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $1,807
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number193024+030
Policy instance 1
Insurance contract or identification number193024+030
Number of Individuals Covered155
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $4,887
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893143-007
Policy instance 2
Insurance contract or identification number893143-007
Number of Individuals Covered117
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $1,041
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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