LINCOLN NATIONAL LIFE INSURANCE COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LINCOLN NATIONAL LIFE INSURANCE CO LIFE & HEALTH PLAN FOR RETIRED AGENTS
| Measure | Date | Value |
|---|
| 2023 : LINCOLN NATIONAL LIFE INSURANCE CO LIFE & HEALTH PLAN FOR RETIRED AGENTS 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $12,534 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $103,543 |
| Total income from all sources (including contributions) | 2023-12-31 | $67,854 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $520,544 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $436,948 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $35,432 |
| Value of total assets at end of year | 2023-12-31 | $1,178,984 |
| Value of total assets at beginning of year | 2023-12-31 | $1,722,683 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $83,596 |
| Total interest from all sources | 2023-12-31 | $32,422 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $15,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $34,700 |
| Participant contributions at end of year | 2023-12-31 | $2,780 |
| Participant contributions at beginning of year | 2023-12-31 | $56,173 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $732 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-12-31 | $6,748 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-12-31 | $551,262 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2023-12-31 | $4,991 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2023-12-31 | $1,712 |
| Administrative expenses (other) incurred | 2023-12-31 | $83,596 |
| Liabilities. Value of operating payables at end of year | 2023-12-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2023-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $-452,690 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $1,166,450 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $1,619,140 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-12-31 | $1,169,456 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-12-31 | $1,115,248 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-12-31 | $1,115,248 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-12-31 | $32,422 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2023-12-31 | $321,076 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Employer contributions (assets) at end of year | 2023-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2023-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $115,872 |
| Liabilities. Value of benefit claims payable at end of year | 2023-12-31 | $7,543 |
| Liabilities. Value of benefit claims payable at beginning of year | 2023-12-31 | $101,831 |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | CITRIN COOPERMAN & COMPANY, LLP |
| Accountancy firm EIN | 2023-12-31 | 222428965 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $12,534 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $103,543 |
| Total income from all sources (including contributions) | 2023-01-01 | $67,854 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $520,544 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $436,948 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $35,432 |
| Value of total assets at end of year | 2023-01-01 | $1,178,984 |
| Value of total assets at beginning of year | 2023-01-01 | $1,722,683 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $83,596 |
| Total interest from all sources | 2023-01-01 | $32,422 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $15,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $34,700 |
| Participant contributions at end of year | 2023-01-01 | $2,780 |
| Participant contributions at beginning of year | 2023-01-01 | $56,173 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $732 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-01-01 | $6,748 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-01-01 | $551,262 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2023-01-01 | $4,991 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2023-01-01 | $1,712 |
| Administrative expenses (other) incurred | 2023-01-01 | $83,596 |
| Liabilities. Value of operating payables at end of year | 2023-01-01 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2023-01-01 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $-452,690 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $1,166,450 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $1,619,140 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-01-01 | $1,169,456 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-01-01 | $32,422 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2023-01-01 | $321,076 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Employer contributions (assets) at end of year | 2023-01-01 | $0 |
| Employer contributions (assets) at beginning of year | 2023-01-01 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $115,872 |
| Liabilities. Value of benefit claims payable at end of year | 2023-01-01 | $7,543 |
| Liabilities. Value of benefit claims payable at beginning of year | 2023-01-01 | $101,831 |
| Did the plan have assets held for investment | 2023-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | CITRIN COOPERMAN & COMPANY, LLP |
| Accountancy firm EIN | 2023-01-01 | 222428965 |
| 2022 : LINCOLN NATIONAL LIFE INSURANCE CO LIFE & HEALTH PLAN FOR RETIRED AGENTS 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $103,543 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $76,026 |
| Total income from all sources (including contributions) | 2022-12-31 | $1,517,814 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $1,516,674 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,410,428 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,441,987 |
| Value of total assets at end of year | 2022-12-31 | $1,722,683 |
| Value of total assets at beginning of year | 2022-12-31 | $1,694,026 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $106,246 |
| Total interest from all sources | 2022-12-31 | $75,827 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $15,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $691,987 |
| Participant contributions at end of year | 2022-12-31 | $56,173 |
| Participant contributions at beginning of year | 2022-12-31 | $60,361 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $551,262 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $412,870 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $1,712 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $0 |
| Administrative expenses (other) incurred | 2022-12-31 | $106,246 |
| Liabilities. Value of operating payables at end of year | 2022-12-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $1,140 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $1,619,140 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,618,000 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Interest earned on other investments | 2022-12-31 | $70,223 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $1,115,248 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $1,220,795 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $1,220,795 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $5,604 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $398,452 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $750,000 |
| Employer contributions (assets) at end of year | 2022-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,011,976 |
| Liabilities. Value of benefit claims payable at end of year | 2022-12-31 | $101,831 |
| Liabilities. Value of benefit claims payable at beginning of year | 2022-12-31 | $76,026 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | CITRIN COOPERMAN & COMPANY, LLP |
| Accountancy firm EIN | 2022-12-31 | 222428965 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $103,543 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $76,026 |
| Total income from all sources (including contributions) | 2022-01-01 | $1,517,814 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $1,516,674 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $1,410,428 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $1,441,987 |
| Value of total assets at end of year | 2022-01-01 | $1,722,683 |
| Value of total assets at beginning of year | 2022-01-01 | $1,694,026 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $106,246 |
| Total interest from all sources | 2022-01-01 | $75,827 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $15,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $691,987 |
| Participant contributions at end of year | 2022-01-01 | $56,173 |
| Participant contributions at beginning of year | 2022-01-01 | $60,361 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-01-01 | $551,262 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-01-01 | $412,870 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-01-01 | $1,712 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-01-01 | $0 |
| Administrative expenses (other) incurred | 2022-01-01 | $106,246 |
| Liabilities. Value of operating payables at end of year | 2022-01-01 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2022-01-01 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $1,140 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $1,619,140 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $1,618,000 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Interest earned on other investments | 2022-01-01 | $70,223 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-01-01 | $1,115,248 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-01-01 | $5,604 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-01-01 | $398,452 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $750,000 |
| Employer contributions (assets) at end of year | 2022-01-01 | $0 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $1,011,976 |
| Liabilities. Value of benefit claims payable at end of year | 2022-01-01 | $101,831 |
| Liabilities. Value of benefit claims payable at beginning of year | 2022-01-01 | $76,026 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | CITRIN COOPERMAN & COMPANY, LLP |
| Accountancy firm EIN | 2022-01-01 | 222428965 |
| 2021 : LINCOLN NATIONAL LIFE INSURANCE CO LIFE & HEALTH PLAN FOR RETIRED AGENTS 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $76,026 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $50,073 |
| Total income from all sources (including contributions) | 2021-12-31 | $1,139,212 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $1,405,551 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,288,150 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,139,059 |
| Value of total assets at end of year | 2021-12-31 | $1,694,026 |
| Value of total assets at beginning of year | 2021-12-31 | $1,934,412 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $117,401 |
| Total interest from all sources | 2021-12-31 | $153 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Administrative expenses professional fees incurred | 2021-12-31 | $117,401 |
| Was this plan covered by a fidelity bond | 2021-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $653,053 |
| Participant contributions at end of year | 2021-12-31 | $60,361 |
| Participant contributions at beginning of year | 2021-12-31 | $59,357 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $412,870 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $233,577 |
| Liabilities. Value of operating payables at end of year | 2021-12-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $-266,339 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $1,618,000 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,884,339 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $1,220,795 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $1,641,478 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $1,641,478 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $153 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $503,893 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $486,006 |
| Employer contributions (assets) at end of year | 2021-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $784,257 |
| Liabilities. Value of benefit claims payable at end of year | 2021-12-31 | $76,026 |
| Liabilities. Value of benefit claims payable at beginning of year | 2021-12-31 | $50,073 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Disclaimer |
| Accountancy firm name | 2021-12-31 | MITCHELL TITUS |
| Accountancy firm EIN | 2021-12-31 | 132781641 |
| 2020 : LINCOLN NATIONAL LIFE INSURANCE CO LIFE & HEALTH PLAN FOR RETIRED AGENTS 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $50,073 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $41,394 |
| Total income from all sources (including contributions) | 2020-12-31 | $2,378,963 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $1,428,831 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,271,325 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $2,378,358 |
| Value of total assets at end of year | 2020-12-31 | $1,934,412 |
| Value of total assets at beginning of year | 2020-12-31 | $975,601 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $157,506 |
| Total interest from all sources | 2020-12-31 | $605 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Administrative expenses professional fees incurred | 2020-12-31 | $157,506 |
| Was this plan covered by a fidelity bond | 2020-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $749,947 |
| Participant contributions at end of year | 2020-12-31 | $59,357 |
| Participant contributions at beginning of year | 2020-12-31 | $70,250 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $233,577 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $341,089 |
| Liabilities. Value of operating payables at end of year | 2020-12-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $950,132 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $1,884,339 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $934,207 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $1,641,478 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $564,262 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $564,262 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $605 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $554,677 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $1,628,411 |
| Employer contributions (assets) at end of year | 2020-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $716,648 |
| Liabilities. Value of benefit claims payable at end of year | 2020-12-31 | $50,073 |
| Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $41,394 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | MITCHELL TITUS |
| Accountancy firm EIN | 2020-12-31 | 132781641 |
| 2019 : LINCOLN NATIONAL LIFE INSURANCE CO LIFE & HEALTH PLAN FOR RETIRED AGENTS 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $41,394 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $41,394 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $50,501 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $50,501 |
| Total income from all sources (including contributions) | 2019-12-31 | $2,098,616 |
| Total income from all sources (including contributions) | 2019-12-31 | $2,098,616 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $2,055,636 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,890,608 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,093,379 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,093,379 |
| Value of total assets at end of year | 2019-12-31 | $975,601 |
| Value of total assets at end of year | 2019-12-31 | $975,601 |
| Value of total assets at beginning of year | 2019-12-31 | $941,728 |
| Value of total assets at beginning of year | 2019-12-31 | $941,728 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $165,028 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $165,028 |
| Total interest from all sources | 2019-12-31 | $5,237 |
| Total interest from all sources | 2019-12-31 | $5,237 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Administrative expenses professional fees incurred | 2019-12-31 | $165,028 |
| Was this plan covered by a fidelity bond | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $816,256 |
| Contributions received from participants | 2019-12-31 | $816,256 |
| Participant contributions at end of year | 2019-12-31 | $70,250 |
| Participant contributions at end of year | 2019-12-31 | $70,250 |
| Participant contributions at beginning of year | 2019-12-31 | $69,960 |
| Participant contributions at beginning of year | 2019-12-31 | $69,960 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $341,089 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $341,089 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $271,504 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $271,504 |
| Liabilities. Value of operating payables at end of year | 2019-12-31 | $0 |
| Liabilities. Value of operating payables at end of year | 2019-12-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $42,980 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $934,207 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $934,207 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $891,227 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $891,227 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $564,262 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $564,262 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $600,264 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $600,264 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $600,264 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $600,264 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $5,237 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $5,237 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $564,175 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $1,277,123 |
| Contributions received in cash from employer | 2019-12-31 | $1,277,123 |
| Employer contributions (assets) at end of year | 2019-12-31 | $0 |
| Employer contributions (assets) at end of year | 2019-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,326,433 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,326,433 |
| Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $41,394 |
| Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $41,394 |
| Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $50,501 |
| Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $50,501 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | MITCHELL TITUS |
| Accountancy firm EIN | 2019-12-31 | 132781641 |
| 2018 : LINCOLN NATIONAL LIFE INSURANCE CO LIFE & HEALTH PLAN FOR RETIRED AGENTS 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $50,501 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $100,759 |
| Total income from all sources (including contributions) | 2018-12-31 | $1,966,221 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $2,115,552 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,940,983 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,961,673 |
| Value of total assets at end of year | 2018-12-31 | $941,728 |
| Value of total assets at beginning of year | 2018-12-31 | $1,141,317 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $174,569 |
| Total interest from all sources | 2018-12-31 | $4,548 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Administrative expenses professional fees incurred | 2018-12-31 | $174,569 |
| Was this plan covered by a fidelity bond | 2018-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $810,903 |
| Participant contributions at end of year | 2018-12-31 | $69,960 |
| Participant contributions at beginning of year | 2018-12-31 | $71,708 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $271,504 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $421,477 |
| Liabilities. Value of operating payables at end of year | 2018-12-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-149,331 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $891,227 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,040,558 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $600,264 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $648,132 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $648,132 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $4,548 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $567,043 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $1,150,770 |
| Employer contributions (assets) at end of year | 2018-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,373,940 |
| Liabilities. Value of benefit claims payable at end of year | 2018-12-31 | $50,501 |
| Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $100,759 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | MITCHELL TITUS |
| Accountancy firm EIN | 2018-12-31 | 132781641 |
| 2017 : LINCOLN NATIONAL LIFE INSURANCE CO LIFE & HEALTH PLAN FOR RETIRED AGENTS 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $100,759 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $115,041 |
| Total income from all sources (including contributions) | 2017-12-31 | $1,687,451 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $1,809,836 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,610,706 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,684,155 |
| Value of total assets at end of year | 2017-12-31 | $1,141,317 |
| Value of total assets at beginning of year | 2017-12-31 | $1,277,984 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $199,130 |
| Total interest from all sources | 2017-12-31 | $3,296 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Administrative expenses professional fees incurred | 2017-12-31 | $199,130 |
| Was this plan covered by a fidelity bond | 2017-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $853,321 |
| Participant contributions at end of year | 2017-12-31 | $71,708 |
| Participant contributions at beginning of year | 2017-12-31 | $94,028 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $421,477 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $493,825 |
| Liabilities. Value of operating payables at end of year | 2017-12-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $-122,385 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $1,040,558 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,162,943 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $648,132 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $657,652 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $657,652 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $3,296 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $551,199 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $830,834 |
| Employer contributions (assets) at end of year | 2017-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $32,479 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,059,507 |
| Liabilities. Value of benefit claims payable at end of year | 2017-12-31 | $100,759 |
| Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $115,041 |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | MITCHELL TITUS |
| Accountancy firm EIN | 2017-12-31 | 132781641 |
| 2016 : LINCOLN NATIONAL LIFE INSURANCE CO LIFE & HEALTH PLAN FOR RETIRED AGENTS 2016 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $115,041 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $157,025 |
| Total income from all sources (including contributions) | 2016-12-31 | $1,979,706 |
| Total loss/gain on sale of assets | 2016-12-31 | $0 |
| Total of all expenses incurred | 2016-12-31 | $1,973,269 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,777,625 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,978,970 |
| Value of total assets at end of year | 2016-12-31 | $1,277,984 |
| Value of total assets at beginning of year | 2016-12-31 | $1,313,531 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $195,644 |
| Total interest from all sources | 2016-12-31 | $736 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Administrative expenses professional fees incurred | 2016-12-31 | $195,644 |
| Was this plan covered by a fidelity bond | 2016-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $958,296 |
| Participant contributions at end of year | 2016-12-31 | $94,028 |
| Participant contributions at beginning of year | 2016-12-31 | $69,290 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $493,825 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $690,130 |
| Liabilities. Value of operating payables at end of year | 2016-12-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $6,437 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $1,162,943 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,156,506 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $657,652 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $554,111 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $554,111 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $736 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $572,785 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $1,020,674 |
| Employer contributions (assets) at end of year | 2016-12-31 | $32,479 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $1,204,840 |
| Liabilities. Value of benefit claims payable at end of year | 2016-12-31 | $115,041 |
| Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $157,025 |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | ERNST & YOUNG LLP |
| Accountancy firm EIN | 2016-12-31 | 346565596 |
| 2015 : LINCOLN NATIONAL LIFE INSURANCE CO LIFE & HEALTH PLAN FOR RETIRED AGENTS 2015 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $157,025 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $227,475 |
| Total income from all sources (including contributions) | 2015-12-31 | $2,218,961 |
| Total loss/gain on sale of assets | 2015-12-31 | $0 |
| Total of all expenses incurred | 2015-12-31 | $2,398,499 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $2,153,117 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $2,218,955 |
| Value of total assets at end of year | 2015-12-31 | $1,313,531 |
| Value of total assets at beginning of year | 2015-12-31 | $1,563,519 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $245,382 |
| Total interest from all sources | 2015-12-31 | $6 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Administrative expenses professional fees incurred | 2015-12-31 | $245,382 |
| Was this plan covered by a fidelity bond | 2015-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $833,270 |
| Participant contributions at end of year | 2015-12-31 | $69,290 |
| Participant contributions at beginning of year | 2015-12-31 | $87,841 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $690,130 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $702,262 |
| Liabilities. Value of operating payables at end of year | 2015-12-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $920 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $-179,538 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $1,156,506 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,336,044 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $554,111 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $773,416 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $773,416 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $6 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $611,704 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $1,385,685 |
| Employer contributions (assets) at end of year | 2015-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2015-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,541,413 |
| Liabilities. Value of benefit claims payable at end of year | 2015-12-31 | $157,025 |
| Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $226,555 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
| Accountancy firm name | 2015-12-31 | ERNST & YOUNG LLP |
| Accountancy firm EIN | 2015-12-31 | 346565596 |
| 2014 : LINCOLN NATIONAL LIFE INSURANCE CO LIFE & HEALTH PLAN FOR RETIRED AGENTS 2014 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $227,475 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $134,669 |
| Total income from all sources (including contributions) | 2014-12-31 | $3,490,230 |
| Total loss/gain on sale of assets | 2014-12-31 | $0 |
| Total of all expenses incurred | 2014-12-31 | $2,836,796 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $2,580,808 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $3,490,229 |
| Value of total assets at end of year | 2014-12-31 | $1,563,519 |
| Value of total assets at beginning of year | 2014-12-31 | $817,279 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $255,988 |
| Total interest from all sources | 2014-12-31 | $1 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Administrative expenses professional fees incurred | 2014-12-31 | $255,988 |
| Was this plan covered by a fidelity bond | 2014-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $905,900 |
| Participant contributions at end of year | 2014-12-31 | $87,841 |
| Participant contributions at beginning of year | 2014-12-31 | $66,848 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $702,262 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $397,717 |
| Liabilities. Value of operating payables at end of year | 2014-12-31 | $920 |
| Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $653,434 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $1,336,044 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $682,610 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $773,416 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $352,714 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $352,714 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $1 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $666,909 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $2,584,329 |
| Employer contributions (assets) at end of year | 2014-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2014-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,913,899 |
| Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $226,555 |
| Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $134,669 |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
| Accountancy firm name | 2014-12-31 | ERNST & YOUNG LLP |
| Accountancy firm EIN | 2014-12-31 | 346565596 |
| 2013 : LINCOLN NATIONAL LIFE INSURANCE CO LIFE & HEALTH PLAN FOR RETIRED AGENTS 2013 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $134,669 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total income from all sources (including contributions) | 2013-12-31 | $3,750,287 |
| Total loss/gain on sale of assets | 2013-12-31 | $0 |
| Total of all expenses incurred | 2013-12-31 | $3,067,677 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $2,828,839 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $3,750,284 |
| Value of total assets at end of year | 2013-12-31 | $817,279 |
| Value of total assets at beginning of year | 2013-12-31 | $0 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $238,838 |
| Total interest from all sources | 2013-12-31 | $3 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Administrative expenses professional fees incurred | 2013-12-31 | $238,838 |
| Was this plan covered by a fidelity bond | 2013-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $841,519 |
| Participant contributions at end of year | 2013-12-31 | $66,848 |
| Participant contributions at beginning of year | 2013-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $397,717 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $682,610 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $682,610 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $0 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $352,714 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $0 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $3 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $693,782 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $2,908,765 |
| Employer contributions (assets) at end of year | 2013-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2013-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $2,135,057 |
| Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $134,669 |
| Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $0 |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
| Accountancy firm name | 2013-12-31 | ERNST & YOUNG LLP |
| Accountancy firm EIN | 2013-12-31 | 346565596 |
