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RETIREMENT PLAN FOR AGENTS OF GUARANTEE LIFE INSURANCE 401k Plan overview

Plan NameRETIREMENT PLAN FOR AGENTS OF GUARANTEE LIFE INSURANCE
Plan identification number 052

RETIREMENT PLAN FOR AGENTS OF GUARANTEE LIFE INSURANCE Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
    SELECT distinct(Description) AS Description FROM 401k_benefit_codes LEFT JOIN 401k_benefit_code_description ON BenefitCode=Code COLLATE utf8_unicode_ci WHERE EIN='351140070' AND PlanID='052'

401k Sponsoring company profile

LINCOLN NATIONAL CORPORATION C/O HEALTH & WELFARE BENEFITS has sponsored the creation of one or more 401k plans.

Company Name:LINCOLN NATIONAL CORPORATION C/O HEALTH & WELFARE BENEFITS
Employer identification number (EIN):351140070
NAIC Classification:551112
NAIC Description:Offices of Other Holding Companies

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR AGENTS OF GUARANTEE LIFE INSURANCE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0522024-01-01JUSTIN S. BIEBER
0522023-01-01KATHLEEN BIDDLE2024-07-30
0522022-01-01KATHLEEN BIDDLE2023-09-19
0522021-01-01
0522021-01-01KATHLEEN BIDDLE
0522020-01-01
0522019-01-01
0522018-01-01
0522017-01-01KATHLEEN M. BIDDLE
0522016-01-01KATHLEEN M. BIDDLE
0522015-01-01KATHLEEN M. BIDDLE
0522014-01-01KATHLEEN M. BIDDLE
0522013-01-01ANN MADDEN
0522012-01-01ANN MADDEN ANN MADDEN2013-07-08
0522011-01-01ANN MADDEN ANN MADDEN2012-07-12
0522009-01-01ANN MADDEN ANN MADDEN2010-09-14

Financial Data on RETIREMENT PLAN FOR AGENTS OF GUARANTEE LIFE INSURANCE

Measure Date Value
2023 : RETIREMENT PLAN FOR AGENTS OF GUARANTEE LIFE INSURANCE 2023 401k financial data
Total income from all sources2023-12-31$3,468
Expenses. Total of all expenses incurred2023-12-31$0
Total plan assets at end of year2023-12-31$119,057
Total plan assets at beginning of year2023-12-31$115,589
Value of fidelity bond covering the plan2023-12-31$500,000
Other income received2023-12-31$3,468
Net income (gross income less expenses)2023-12-31$3,468
Net plan assets at end of year (total assets less liabilities)2023-12-31$119,057
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$115,589
2022 : RETIREMENT PLAN FOR AGENTS OF GUARANTEE LIFE INSURANCE 2022 401k financial data
Total income from all sources2022-12-31$3,298
Expenses. Total of all expenses incurred2022-12-31$0
Total plan assets at end of year2022-12-31$115,589
Total plan assets at beginning of year2022-12-31$112,291
Value of fidelity bond covering the plan2022-12-31$500,000
Other income received2022-12-31$3,298
Net income (gross income less expenses)2022-12-31$3,298
Net plan assets at end of year (total assets less liabilities)2022-12-31$115,589
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$112,291
2021 : RETIREMENT PLAN FOR AGENTS OF GUARANTEE LIFE INSURANCE 2021 401k financial data
Total income from all sources2021-12-31$3,270
Expenses. Total of all expenses incurred2021-12-31$0
Total plan assets at end of year2021-12-31$112,291
Total plan assets at beginning of year2021-12-31$109,021
Value of fidelity bond covering the plan2021-12-31$500,000
Other income received2021-12-31$3,270
Net income (gross income less expenses)2021-12-31$3,270
Net plan assets at end of year (total assets less liabilities)2021-12-31$112,291
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$109,021
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$0
Amount contributed by the employer to the plan for this plan year2021-12-31$0
2020 : RETIREMENT PLAN FOR AGENTS OF GUARANTEE LIFE INSURANCE 2020 401k financial data
Total income from all sources2020-12-31$3,175
Expenses. Total of all expenses incurred2020-12-31$0
Total plan assets at end of year2020-12-31$109,021
Total plan assets at beginning of year2020-12-31$105,846
Value of fidelity bond covering the plan2020-12-31$500,000
Other income received2020-12-31$3,175
Net income (gross income less expenses)2020-12-31$3,175
Net plan assets at end of year (total assets less liabilities)2020-12-31$109,021
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$105,846
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$0
Amount contributed by the employer to the plan for this plan year2020-12-31$0
2019 : RETIREMENT PLAN FOR AGENTS OF GUARANTEE LIFE INSURANCE 2019 401k financial data
Total income from all sources2019-12-31$3,083
Expenses. Total of all expenses incurred2019-12-31$0
Total plan assets at end of year2019-12-31$105,846
Total plan assets at beginning of year2019-12-31$102,763
Value of fidelity bond covering the plan2019-12-31$500,000
Other income received2019-12-31$3,083
Net income (gross income less expenses)2019-12-31$3,083
Net plan assets at end of year (total assets less liabilities)2019-12-31$105,846
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$102,763
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$0
Amount contributed by the employer to the plan for this plan year2019-12-31$0
2018 : RETIREMENT PLAN FOR AGENTS OF GUARANTEE LIFE INSURANCE 2018 401k financial data
Total income from all sources2018-12-31$2,993
Expenses. Total of all expenses incurred2018-12-31$0
Total plan assets at end of year2018-12-31$102,763
Total plan assets at beginning of year2018-12-31$99,770
Value of fidelity bond covering the plan2018-12-31$500,000
Other income received2018-12-31$2,993
Net income (gross income less expenses)2018-12-31$2,993
Net plan assets at end of year (total assets less liabilities)2018-12-31$102,763
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$99,770
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$0
Amount contributed by the employer to the plan for this plan year2018-12-31$0
2017 : RETIREMENT PLAN FOR AGENTS OF GUARANTEE LIFE INSURANCE 2017 401k financial data
Total income from all sources2017-12-31$2,906
Expenses. Total of all expenses incurred2017-12-31$0
Total plan assets at end of year2017-12-31$99,770
Total plan assets at beginning of year2017-12-31$96,864
Value of fidelity bond covering the plan2017-12-31$500,000
Other income received2017-12-31$2,906
Net income (gross income less expenses)2017-12-31$2,906
Net plan assets at end of year (total assets less liabilities)2017-12-31$99,770
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$96,864
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$0
Amount contributed by the employer to the plan for this plan year2017-12-31$0
2016 : RETIREMENT PLAN FOR AGENTS OF GUARANTEE LIFE INSURANCE 2016 401k financial data
Total income from all sources2016-12-31$2,822
Expenses. Total of all expenses incurred2016-12-31$0
Total plan assets at end of year2016-12-31$96,864
Total plan assets at beginning of year2016-12-31$94,042
Value of fidelity bond covering the plan2016-12-31$500,000
Other income received2016-12-31$2,822
Net income (gross income less expenses)2016-12-31$2,822
Net plan assets at end of year (total assets less liabilities)2016-12-31$96,864
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$94,042
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$0
Amount contributed by the employer to the plan for this plan year2016-12-31$0
2015 : RETIREMENT PLAN FOR AGENTS OF GUARANTEE LIFE INSURANCE 2015 401k financial data
Total income from all sources2015-12-31$2,739
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$94,042
Total plan assets at beginning of year2015-12-31$91,303
Value of fidelity bond covering the plan2015-12-31$500,000
Other income received2015-12-31$2,739
Net income (gross income less expenses)2015-12-31$2,739
Net plan assets at end of year (total assets less liabilities)2015-12-31$94,042
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$91,303
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$0
Amount contributed by the employer to the plan for this plan year2015-12-31$0
2014 : RETIREMENT PLAN FOR AGENTS OF GUARANTEE LIFE INSURANCE 2014 401k financial data
Total income from all sources2014-12-31$2,659
Expenses. Total of all expenses incurred2014-12-31$0
Total plan assets at end of year2014-12-31$91,303
Total plan assets at beginning of year2014-12-31$88,644
Value of fidelity bond covering the plan2014-12-31$500,000
Other income received2014-12-31$2,659
Net income (gross income less expenses)2014-12-31$2,659
Net plan assets at end of year (total assets less liabilities)2014-12-31$91,303
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$88,644
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : RETIREMENT PLAN FOR AGENTS OF GUARANTEE LIFE INSURANCE 2013 401k financial data
Total income from all sources2013-12-31$2,582
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$88,644
Total plan assets at beginning of year2013-12-31$86,062
Value of fidelity bond covering the plan2013-12-31$500,000
Other income received2013-12-31$2,582
Net income (gross income less expenses)2013-12-31$2,582
Net plan assets at end of year (total assets less liabilities)2013-12-31$88,644
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$86,062
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
2012 : RETIREMENT PLAN FOR AGENTS OF GUARANTEE LIFE INSURANCE 2012 401k financial data
Total income from all sources2012-12-31$2,506
Expenses. Total of all expenses incurred2012-12-31$0
Total plan assets at end of year2012-12-31$86,062
Total plan assets at beginning of year2012-12-31$83,556
Value of fidelity bond covering the plan2012-12-31$500,000
Other income received2012-12-31$2,506
Net income (gross income less expenses)2012-12-31$2,506
Net plan assets at end of year (total assets less liabilities)2012-12-31$86,062
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$83,556
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : RETIREMENT PLAN FOR AGENTS OF GUARANTEE LIFE INSURANCE 2011 401k financial data
Total income from all sources2011-12-31$2,434
Expenses. Total of all expenses incurred2011-12-31$0
Total plan assets at end of year2011-12-31$83,556
Total plan assets at beginning of year2011-12-31$81,122
Value of fidelity bond covering the plan2011-12-31$500,000
Other income received2011-12-31$2,434
Net income (gross income less expenses)2011-12-31$2,434
Net plan assets at end of year (total assets less liabilities)2011-12-31$83,556
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$81,122
2010 : RETIREMENT PLAN FOR AGENTS OF GUARANTEE LIFE INSURANCE 2010 401k financial data
Total income from all sources2010-12-31$2,363
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$81,122
Total plan assets at beginning of year2010-12-31$78,759
Value of fidelity bond covering the plan2010-12-31$500,000
Other income received2010-12-31$2,363
Net income (gross income less expenses)2010-12-31$2,363
Net plan assets at end of year (total assets less liabilities)2010-12-31$81,122
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$78,759

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGAC-1
Policy instance 1
Insurance contract or identification numberGAC-1
Number of Individuals Covered3
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGAC-1
Policy instance 1
Insurance contract or identification numberGAC-1
Number of Individuals Covered3
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGAC-1
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGAC-1
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGAC-1
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGAC-1
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGAC-1
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGAC-1
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGAC-1
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGAC-1
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGAC-1
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70254 )
Policy contract numberGAC-1
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70254 )
Policy contract numberGAC-1
Policy instance 1

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