SURGICAL APPLIANCE INDUSTRIES, INC. has sponsored the creation of one or more 401k plans.
Additional information about SURGICAL APPLIANCE INDUSTRIES, INC.
| Measure | Date | Value |
|---|
| 2021: GROUP LIFE INSURANCE PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-12-01 | 44 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-12-01 | 43 |
| Total of all active and inactive participants | 2021-12-01 | 43 |
| Total participants | 2021-12-01 | 43 |
| 2020: GROUP LIFE INSURANCE PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-12-01 | 54 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-12-01 | 44 |
| Total of all active and inactive participants | 2020-12-01 | 44 |
| Total participants | 2020-12-01 | 44 |
| 2019: GROUP LIFE INSURANCE PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-12-01 | 57 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-12-01 | 54 |
| Total of all active and inactive participants | 2019-12-01 | 54 |
| Total participants | 2019-12-01 | 54 |
| 2018: GROUP LIFE INSURANCE PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-12-01 | 58 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-12-01 | 57 |
| Total of all active and inactive participants | 2018-12-01 | 57 |
| Total participants | 2018-12-01 | 57 |
| 2017: GROUP LIFE INSURANCE PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-12-01 | 62 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-12-01 | 58 |
| Total of all active and inactive participants | 2017-12-01 | 58 |
| Total participants | 2017-12-01 | 58 |
| 2016: GROUP LIFE INSURANCE PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-12-01 | 58 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-12-01 | 62 |
| Total of all active and inactive participants | 2016-12-01 | 62 |
| Total participants | 2016-12-01 | 62 |
| 2015: GROUP LIFE INSURANCE PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-12-01 | 59 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-12-01 | 58 |
| Total of all active and inactive participants | 2015-12-01 | 58 |
| Total participants | 2015-12-01 | 58 |
| 2014: GROUP LIFE INSURANCE PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-12-01 | 59 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-12-01 | 59 |
| Total of all active and inactive participants | 2014-12-01 | 59 |
| Total participants | 2014-12-01 | 59 |
| 2013: GROUP LIFE INSURANCE PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-12-01 | 57 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-12-01 | 59 |
| Total of all active and inactive participants | 2013-12-01 | 59 |
| Total participants | 2013-12-01 | 59 |
| 2012: GROUP LIFE INSURANCE PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-12-01 | 59 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-12-01 | 57 |
| Total of all active and inactive participants | 2012-12-01 | 57 |
| Total participants | 2012-12-01 | 57 |
| 2011: GROUP LIFE INSURANCE PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-12-01 | 60 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-12-01 | 59 |
| Total of all active and inactive participants | 2011-12-01 | 59 |
| Total participants | 2011-12-01 | 59 |
| Total participants, beginning-of-year | 2011-07-01 | 66 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 60 |
| Total of all active and inactive participants | 2011-07-01 | 60 |
| Total participants | 2011-07-01 | 60 |
| 2010: GROUP LIFE INSURANCE PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-07-01 | 68 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-07-01 | 66 |
| Total of all active and inactive participants | 2010-07-01 | 66 |
| Total participants | 2010-07-01 | 66 |
| 2009: GROUP LIFE INSURANCE PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-07-01 | 71 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 68 |
| Total of all active and inactive participants | 2009-07-01 | 68 |
| Total participants | 2009-07-01 | 68 |
| Number of participants with account balances | 2009-07-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-07-01 | 0 |
| Number of employers contributing to the scheme | 2009-07-01 | 0 |
| Measure | Date | Value |
|---|
| 2022 : GROUP LIFE INSURANCE PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-11-30 | $13,125 |
| Expenses. Total of all expenses incurred | 2022-11-30 | $13,125 |
| Benefits paid (including direct rollovers) | 2022-11-30 | $13,125 |
| Net income (gross income less expenses) | 2022-11-30 | $0 |
| Total contributions received or receivable from employer(s) | 2022-11-30 | $13,125 |
| 2021 : GROUP LIFE INSURANCE PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-11-30 | $14,363 |
| Expenses. Total of all expenses incurred | 2021-11-30 | $14,363 |
| Benefits paid (including direct rollovers) | 2021-11-30 | $14,363 |
| Net income (gross income less expenses) | 2021-11-30 | $0 |
| Total contributions received or receivable from employer(s) | 2021-11-30 | $14,363 |
| 2020 : GROUP LIFE INSURANCE PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-11-30 | $16,191 |
| Expenses. Total of all expenses incurred | 2020-11-30 | $16,191 |
| Benefits paid (including direct rollovers) | 2020-11-30 | $16,191 |
| Net income (gross income less expenses) | 2020-11-30 | $0 |
| Total contributions received or receivable from employer(s) | 2020-11-30 | $16,191 |
| 2019 : GROUP LIFE INSURANCE PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-11-30 | $15,975 |
| Expenses. Total of all expenses incurred | 2019-11-30 | $15,975 |
| Benefits paid (including direct rollovers) | 2019-11-30 | $15,975 |
| Net income (gross income less expenses) | 2019-11-30 | $0 |
| Total contributions received or receivable from employer(s) | 2019-11-30 | $15,975 |
| 2017 : GROUP LIFE INSURANCE PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-11-30 | $14,754 |
| Expenses. Total of all expenses incurred | 2017-11-30 | $14,754 |
| Benefits paid (including direct rollovers) | 2017-11-30 | $14,754 |
| Net income (gross income less expenses) | 2017-11-30 | $0 |
| Total contributions received or receivable from employer(s) | 2017-11-30 | $14,754 |
| 2016 : GROUP LIFE INSURANCE PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-11-30 | $13,778 |
| Expenses. Total of all expenses incurred | 2016-11-30 | $13,778 |
| Benefits paid (including direct rollovers) | 2016-11-30 | $13,778 |
| Net income (gross income less expenses) | 2016-11-30 | $0 |
| Total contributions received or receivable from employer(s) | 2016-11-30 | $13,778 |
| 2015 : GROUP LIFE INSURANCE PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-11-30 | $12,954 |
| Expenses. Total of all expenses incurred | 2015-11-30 | $12,954 |
| Benefits paid (including direct rollovers) | 2015-11-30 | $12,954 |
| Net income (gross income less expenses) | 2015-11-30 | $0 |
| Total contributions received or receivable from employer(s) | 2015-11-30 | $12,954 |
| 2014 : GROUP LIFE INSURANCE PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-11-30 | $13,382 |
| Expenses. Total of all expenses incurred | 2014-11-30 | $13,382 |
| Benefits paid (including direct rollovers) | 2014-11-30 | $13,382 |
| Net income (gross income less expenses) | 2014-11-30 | $0 |
| Total contributions received or receivable from employer(s) | 2014-11-30 | $13,382 |
| 2013 : GROUP LIFE INSURANCE PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-11-30 | $13,559 |
| Expenses. Total of all expenses incurred | 2013-11-30 | $13,559 |
| Benefits paid (including direct rollovers) | 2013-11-30 | $13,559 |
| Net income (gross income less expenses) | 2013-11-30 | $0 |
| Total contributions received or receivable from employer(s) | 2013-11-30 | $13,559 |
| 2012 : GROUP LIFE INSURANCE PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-11-30 | $13,634 |
| Expenses. Total of all expenses incurred | 2012-11-30 | $13,634 |
| Benefits paid (including direct rollovers) | 2012-11-30 | $13,634 |
| Net income (gross income less expenses) | 2012-11-30 | $0 |
| Total contributions received or receivable from employer(s) | 2012-11-30 | $13,634 |
| 2011 : GROUP LIFE INSURANCE PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-11-30 | $6,842 |
| Expenses. Total of all expenses incurred | 2011-11-30 | $6,842 |
| Benefits paid (including direct rollovers) | 2011-11-30 | $6,842 |
| Net income (gross income less expenses) | 2011-11-30 | $0 |
| Total contributions received or receivable from employer(s) | 2011-11-30 | $6,842 |
| Total plan liabilities at end of year | 2011-06-30 | $0 |
| Total plan liabilities at beginning of year | 2011-06-30 | $0 |
| Total income from all sources | 2011-06-30 | $16,907 |
| Expenses. Total of all expenses incurred | 2011-06-30 | $16,907 |
| Benefits paid (including direct rollovers) | 2011-06-30 | $16,907 |
| Total plan assets at end of year | 2011-06-30 | $0 |
| Total plan assets at beginning of year | 2011-06-30 | $0 |
| Net income (gross income less expenses) | 2011-06-30 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2011-06-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-06-30 | $0 |
| Total contributions received or receivable from employer(s) | 2011-06-30 | $16,907 |
| 2021: GROUP LIFE INSURANCE PLAN 2021 form 5500 responses |
|---|
| 2021-12-01 | Type of plan entity | Single employer plan |
| 2021-12-01 | Submission has been amended | No |
| 2021-12-01 | This submission is the final filing | No |
| 2021-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-12-01 | Plan is a collectively bargained plan | No |
| 2021-12-01 | Plan funding arrangement – Insurance | Yes |
| 2021-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2020: GROUP LIFE INSURANCE PLAN 2020 form 5500 responses |
|---|
| 2020-12-01 | Type of plan entity | Single employer plan |
| 2020-12-01 | Submission has been amended | No |
| 2020-12-01 | This submission is the final filing | No |
| 2020-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-12-01 | Plan is a collectively bargained plan | No |
| 2020-12-01 | Plan funding arrangement – Insurance | Yes |
| 2020-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2019: GROUP LIFE INSURANCE PLAN 2019 form 5500 responses |
|---|
| 2019-12-01 | Type of plan entity | Single employer plan |
| 2019-12-01 | Submission has been amended | No |
| 2019-12-01 | This submission is the final filing | No |
| 2019-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-12-01 | Plan is a collectively bargained plan | No |
| 2019-12-01 | Plan funding arrangement – Insurance | Yes |
| 2019-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2018: GROUP LIFE INSURANCE PLAN 2018 form 5500 responses |
|---|
| 2018-12-01 | Type of plan entity | Single employer plan |
| 2018-12-01 | Submission has been amended | No |
| 2018-12-01 | This submission is the final filing | No |
| 2018-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-12-01 | Plan is a collectively bargained plan | No |
| 2018-12-01 | Plan funding arrangement – Insurance | Yes |
| 2018-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: GROUP LIFE INSURANCE PLAN 2017 form 5500 responses |
|---|
| 2017-12-01 | Type of plan entity | Single employer plan |
| 2017-12-01 | Submission has been amended | No |
| 2017-12-01 | This submission is the final filing | No |
| 2017-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-12-01 | Plan is a collectively bargained plan | No |
| 2017-12-01 | Plan funding arrangement – Insurance | Yes |
| 2017-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: GROUP LIFE INSURANCE PLAN 2016 form 5500 responses |
|---|
| 2016-12-01 | Type of plan entity | Single employer plan |
| 2016-12-01 | Submission has been amended | No |
| 2016-12-01 | This submission is the final filing | No |
| 2016-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-12-01 | Plan is a collectively bargained plan | No |
| 2016-12-01 | Plan funding arrangement – Insurance | Yes |
| 2016-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: GROUP LIFE INSURANCE PLAN 2015 form 5500 responses |
|---|
| 2015-12-01 | Type of plan entity | Single employer plan |
| 2015-12-01 | Submission has been amended | No |
| 2015-12-01 | This submission is the final filing | No |
| 2015-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-12-01 | Plan is a collectively bargained plan | No |
| 2015-12-01 | Plan funding arrangement – Insurance | Yes |
| 2015-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: GROUP LIFE INSURANCE PLAN 2014 form 5500 responses |
|---|
| 2014-12-01 | Type of plan entity | Single employer plan |
| 2014-12-01 | Submission has been amended | No |
| 2014-12-01 | This submission is the final filing | No |
| 2014-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-12-01 | Plan is a collectively bargained plan | No |
| 2014-12-01 | Plan funding arrangement – Insurance | Yes |
| 2014-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: GROUP LIFE INSURANCE PLAN 2013 form 5500 responses |
|---|
| 2013-12-01 | Type of plan entity | Single employer plan |
| 2013-12-01 | Submission has been amended | No |
| 2013-12-01 | This submission is the final filing | No |
| 2013-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-12-01 | Plan is a collectively bargained plan | No |
| 2013-12-01 | Plan funding arrangement – Insurance | Yes |
| 2013-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: GROUP LIFE INSURANCE PLAN 2012 form 5500 responses |
|---|
| 2012-12-01 | Type of plan entity | Single employer plan |
| 2012-12-01 | First time form 5500 has been submitted | Yes |
| 2012-12-01 | Submission has been amended | No |
| 2012-12-01 | This submission is the final filing | No |
| 2012-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-12-01 | Plan is a collectively bargained plan | No |
| 2012-12-01 | Plan funding arrangement – Insurance | Yes |
| 2012-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: GROUP LIFE INSURANCE PLAN 2011 form 5500 responses |
|---|
| 2011-12-01 | Type of plan entity | Single employer plan |
| 2011-12-01 | First time form 5500 has been submitted | Yes |
| 2011-12-01 | Submission has been amended | No |
| 2011-12-01 | This submission is the final filing | No |
| 2011-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-12-01 | Plan is a collectively bargained plan | No |
| 2011-12-01 | Plan funding arrangement – Insurance | Yes |
| 2011-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-07-01 | Type of plan entity | Single employer plan |
| 2011-07-01 | Submission has been amended | No |
| 2011-07-01 | This submission is the final filing | No |
| 2011-07-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2011-07-01 | Plan is a collectively bargained plan | No |
| 2011-07-01 | Plan funding arrangement – Insurance | Yes |
| 2011-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2010: GROUP LIFE INSURANCE PLAN 2010 form 5500 responses |
|---|
| 2010-07-01 | Type of plan entity | Single employer plan |
| 2010-07-01 | First time form 5500 has been submitted | Yes |
| 2010-07-01 | Submission has been amended | No |
| 2010-07-01 | This submission is the final filing | No |
| 2010-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-07-01 | Plan is a collectively bargained plan | No |
| 2010-07-01 | Plan funding arrangement – Insurance | Yes |
| 2010-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: GROUP LIFE INSURANCE PLAN 2009 form 5500 responses |
|---|
| 2009-07-01 | Type of plan entity | Single employer plan |
| 2009-07-01 | First time form 5500 has been submitted | Yes |
| 2009-07-01 | Submission has been amended | No |
| 2009-07-01 | This submission is the final filing | No |
| 2009-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-07-01 | Plan is a collectively bargained plan | No |
| 2009-07-01 | Plan funding arrangement – Insurance | Yes |
| 2009-07-01 | Plan benefit arrangement – Insurance | Yes |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010150605 |
| Policy instance | 1 |
| Insurance contract or identification number | 000010150605 | | Number of Individuals Covered | 43 | | Insurance policy start date | 2021-12-01 | | Insurance policy end date | 2022-11-30 | | Total amount of commissions paid to insurance broker | USD $1,460 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $13,125 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,460 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010150605 |
| Policy instance | 1 |
| Insurance contract or identification number | 000010150605 | | Number of Individuals Covered | 44 | | Insurance policy start date | 2020-12-01 | | Insurance policy end date | 2021-11-30 | | Total amount of commissions paid to insurance broker | USD $1,559 | | Total amount of fees paid to insurance company | USD $81 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $14,363 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,559 | | Amount paid for insurance broker fees | 81 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010150605 |
| Policy instance | 1 |
| Insurance contract or identification number | 000010150605 | | Number of Individuals Covered | 54 | | Insurance policy start date | 2019-12-01 | | Insurance policy end date | 2020-11-30 | | Total amount of commissions paid to insurance broker | USD $1,693 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $16,191 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,693 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010150605 00 |
| Policy instance | 1 |
| Insurance contract or identification number | 000010150605 00 | | Number of Individuals Covered | 57 | | Insurance policy start date | 2018-12-01 | | Insurance policy end date | 2019-11-30 | | Total amount of commissions paid to insurance broker | USD $1,678 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $15,975 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,678 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010150605 |
| Policy instance | 1 |
| Insurance contract or identification number | 000010150605 | | Number of Individuals Covered | 58 | | Insurance policy start date | 2017-12-01 | | Insurance policy end date | 2018-11-30 | | Total amount of commissions paid to insurance broker | USD $1,719 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $16,555 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
