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PROFIT SHARING PLAN & TRUST OF DERMATOLOGY ASSOCIATES, P.A. 401k Plan overview

Plan NamePROFIT SHARING PLAN & TRUST OF DERMATOLOGY ASSOCIATES, P.A.
Plan identification number 002

PROFIT SHARING PLAN & TRUST OF DERMATOLOGY ASSOCIATES, P.A. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

DERMATOLOGY ASSOCIATES, P.A. has sponsored the creation of one or more 401k plans.

Company Name:DERMATOLOGY ASSOCIATES, P.A.
Employer identification number (EIN):570526063
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about DERMATOLOGY ASSOCIATES, P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1998-04-22
Company Identification Number: P98000036979
Legal Registered Office Address: 1 INDEPENDENT DR.,STE.2600

JACKSONVILLE

32202

More information about DERMATOLOGY ASSOCIATES, P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROFIT SHARING PLAN & TRUST OF DERMATOLOGY ASSOCIATES, P.A.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01JOSEPH CATANZARO2020-09-15
0022018-01-01JOSEPH CATANZARO2019-10-08
0022017-01-01JOSEPH CATANZARO
0022016-01-01CHARLES WEST
0022015-01-01CHARLES WEST
0022014-01-01CHARLES WEST
0022013-01-01CHARLES WEST
0022012-01-01CHARLES WEST2013-07-03
0022011-01-01CHARLES WEST2012-06-27
0022010-01-01CHARLES WEST2011-04-27

Plan Statistics for PROFIT SHARING PLAN & TRUST OF DERMATOLOGY ASSOCIATES, P.A.

401k plan membership statisitcs for PROFIT SHARING PLAN & TRUST OF DERMATOLOGY ASSOCIATES, P.A.

Measure Date Value
2022: PROFIT SHARING PLAN & TRUST OF DERMATOLOGY ASSOCIATES, P.A. 2022 401k membership
Total participants, beginning-of-year2022-01-0148
Total number of active participants reported on line 7a of the Form 55002022-01-0133
Number of other retired or separated participants entitled to future benefits2022-01-0112
Total of all active and inactive participants2022-01-0145
Total participants2022-01-0145
Number of participants with account balances2022-01-0145
2021: PROFIT SHARING PLAN & TRUST OF DERMATOLOGY ASSOCIATES, P.A. 2021 401k membership
Total participants, beginning-of-year2021-01-0157
Total number of active participants reported on line 7a of the Form 55002021-01-0135
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0112
Total of all active and inactive participants2021-01-0148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0148
Number of participants with account balances2021-01-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: PROFIT SHARING PLAN & TRUST OF DERMATOLOGY ASSOCIATES, P.A. 2020 401k membership
Total participants, beginning-of-year2020-01-0155
Total number of active participants reported on line 7a of the Form 55002020-01-0139
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0118
Total of all active and inactive participants2020-01-0157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0157
Number of participants with account balances2020-01-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2017: PROFIT SHARING PLAN & TRUST OF DERMATOLOGY ASSOCIATES, P.A. 2017 401k membership
Total participants, beginning-of-year2017-01-0149
Total number of active participants reported on line 7a of the Form 55002017-01-0131
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0118
Total of all active and inactive participants2017-01-0149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0149
Number of participants with account balances2017-01-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-015
2016: PROFIT SHARING PLAN & TRUST OF DERMATOLOGY ASSOCIATES, P.A. 2016 401k membership
Total participants, beginning-of-year2016-01-0152
Total number of active participants reported on line 7a of the Form 55002016-01-0136
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0111
Total of all active and inactive participants2016-01-0147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0147
Number of participants with account balances2016-01-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015
2015: PROFIT SHARING PLAN & TRUST OF DERMATOLOGY ASSOCIATES, P.A. 2015 401k membership
Total participants, beginning-of-year2015-01-0148
Total number of active participants reported on line 7a of the Form 55002015-01-0134
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0116
Total of all active and inactive participants2015-01-0150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0150
Number of participants with account balances2015-01-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-014
2014: PROFIT SHARING PLAN & TRUST OF DERMATOLOGY ASSOCIATES, P.A. 2014 401k membership
Total participants, beginning-of-year2014-01-0147
Total number of active participants reported on line 7a of the Form 55002014-01-0132
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0113
Total of all active and inactive participants2014-01-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0145
Number of participants with account balances2014-01-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: PROFIT SHARING PLAN & TRUST OF DERMATOLOGY ASSOCIATES, P.A. 2013 401k membership
Total participants, beginning-of-year2013-01-0144
Total number of active participants reported on line 7a of the Form 55002013-01-0134
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-017
Total of all active and inactive participants2013-01-0141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0141
Number of participants with account balances2013-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011

Financial Data on PROFIT SHARING PLAN & TRUST OF DERMATOLOGY ASSOCIATES, P.A.

Measure Date Value
2022 : PROFIT SHARING PLAN & TRUST OF DERMATOLOGY ASSOCIATES, P.A. 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-2,146,662
Expenses. Total of all expenses incurred2022-12-31$4,252,370
Benefits paid (including direct rollovers)2022-12-31$4,215,606
Total plan assets at end of year2022-12-31$7,887,533
Total plan assets at beginning of year2022-12-31$14,286,565
Value of fidelity bond covering the plan2022-12-31$500,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$187,451
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-2,657,904
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-6,399,032
Net plan assets at end of year (total assets less liabilities)2022-12-31$7,887,533
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$14,286,565
Assets. Value of participant loans2022-12-31$0
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$323,791
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$36,764
2021 : PROFIT SHARING PLAN & TRUST OF DERMATOLOGY ASSOCIATES, P.A. 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$1,956,825
Expenses. Total of all expenses incurred2021-12-31$393,213
Benefits paid (including direct rollovers)2021-12-31$362,470
Total plan assets at end of year2021-12-31$14,286,565
Total plan assets at beginning of year2021-12-31$12,722,953
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$223,951
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$1,421,066
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$1,563,612
Net plan assets at end of year (total assets less liabilities)2021-12-31$14,286,565
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$12,722,953
Total contributions received or receivable from employer(s)2021-12-31$311,808
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$30,743
2020 : PROFIT SHARING PLAN & TRUST OF DERMATOLOGY ASSOCIATES, P.A. 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$1,813,599
Expenses. Total of all expenses incurred2020-12-31$442,188
Benefits paid (including direct rollovers)2020-12-31$396,196
Total plan assets at end of year2020-12-31$12,722,953
Total plan assets at beginning of year2020-12-31$11,351,542
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$201,722
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$1,516,497
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$1,371,411
Net plan assets at end of year (total assets less liabilities)2020-12-31$12,722,953
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$11,351,542
Total contributions received or receivable from employer(s)2020-12-31$95,380
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$45,992
2017 : PROFIT SHARING PLAN & TRUST OF DERMATOLOGY ASSOCIATES, P.A. 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$3,360
Total income from all sources2017-12-31$2,300,211
Expenses. Total of all expenses incurred2017-12-31$580,913
Benefits paid (including direct rollovers)2017-12-31$537,250
Total plan assets at end of year2017-12-31$14,786,642
Total plan assets at beginning of year2017-12-31$13,070,704
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$144,080
Other income received2017-12-31$1,861,396
Net income (gross income less expenses)2017-12-31$1,719,298
Net plan assets at end of year (total assets less liabilities)2017-12-31$14,786,642
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$13,067,344
Assets. Value of assets in partnership/joint-venture interests2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$294,735
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$43,663
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : PROFIT SHARING PLAN & TRUST OF DERMATOLOGY ASSOCIATES, P.A. 2016 401k financial data
Total plan liabilities at end of year2016-12-31$3,360
Total plan liabilities at beginning of year2016-12-31$2,357
Total income from all sources2016-12-31$1,094,435
Expenses. Total of all expenses incurred2016-12-31$566,078
Benefits paid (including direct rollovers)2016-12-31$523,198
Total plan assets at end of year2016-12-31$13,070,704
Total plan assets at beginning of year2016-12-31$12,541,344
Value of fidelity bond covering the plan2016-12-31$1,000,000
Total contributions received or receivable from participants2016-12-31$134,189
Expenses. Other expenses not covered elsewhere2016-12-31$656
Other income received2016-12-31$712,641
Net income (gross income less expenses)2016-12-31$528,357
Net plan assets at end of year (total assets less liabilities)2016-12-31$13,067,344
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$12,538,987
Assets. Value of assets in partnership/joint-venture interests2016-12-31$129,178
Total contributions received or receivable from employer(s)2016-12-31$247,605
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$42,224
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : PROFIT SHARING PLAN & TRUST OF DERMATOLOGY ASSOCIATES, P.A. 2015 401k financial data
Total plan liabilities at end of year2015-12-31$2,357
Total plan liabilities at beginning of year2015-12-31$7,384
Total income from all sources2015-12-31$252,483
Expenses. Total of all expenses incurred2015-12-31$1,514,187
Benefits paid (including direct rollovers)2015-12-31$1,467,174
Total plan assets at end of year2015-12-31$12,541,344
Total plan assets at beginning of year2015-12-31$13,808,075
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$131,244
Expenses. Other expenses not covered elsewhere2015-12-31$1,292
Other income received2015-12-31$-127,314
Net income (gross income less expenses)2015-12-31$-1,261,704
Net plan assets at end of year (total assets less liabilities)2015-12-31$12,538,987
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$13,800,691
Assets. Value of assets in partnership/joint-venture interests2015-12-31$126,051
Total contributions received or receivable from employer(s)2015-12-31$248,553
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$45,721
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : PROFIT SHARING PLAN & TRUST OF DERMATOLOGY ASSOCIATES, P.A. 2014 401k financial data
Total plan liabilities at end of year2014-12-31$7,384
Total plan liabilities at beginning of year2014-12-31$240,385
Total income from all sources2014-12-31$944,608
Expenses. Total of all expenses incurred2014-12-31$598,651
Benefits paid (including direct rollovers)2014-12-31$554,610
Total plan assets at end of year2014-12-31$13,808,075
Total plan assets at beginning of year2014-12-31$13,695,119
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$137,259
Other income received2014-12-31$570,276
Net income (gross income less expenses)2014-12-31$345,957
Net plan assets at end of year (total assets less liabilities)2014-12-31$13,800,691
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$13,454,734
Assets. Value of assets in partnership/joint-venture interests2014-12-31$141,761
Total contributions received or receivable from employer(s)2014-12-31$237,073
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$44,041
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : PROFIT SHARING PLAN & TRUST OF DERMATOLOGY ASSOCIATES, P.A. 2013 401k financial data
Total plan liabilities at end of year2013-12-31$240,385
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$1,976,908
Expenses. Total of all expenses incurred2013-12-31$2,234,354
Benefits paid (including direct rollovers)2013-12-31$2,194,105
Total plan assets at end of year2013-12-31$13,695,119
Total plan assets at beginning of year2013-12-31$13,712,180
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$120,287
Expenses. Other expenses not covered elsewhere2013-12-31$2,042
Other income received2013-12-31$1,584,953
Net income (gross income less expenses)2013-12-31$-257,446
Net plan assets at end of year (total assets less liabilities)2013-12-31$13,454,734
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$13,712,180
Assets. Value of assets in partnership/joint-venture interests2013-12-31$132,353
Total contributions received or receivable from employer(s)2013-12-31$271,668
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$38,207
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0

Form 5500 Responses for PROFIT SHARING PLAN & TRUST OF DERMATOLOGY ASSOCIATES, P.A.

2022: PROFIT SHARING PLAN & TRUST OF DERMATOLOGY ASSOCIATES, P.A. 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PROFIT SHARING PLAN & TRUST OF DERMATOLOGY ASSOCIATES, P.A. 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PROFIT SHARING PLAN & TRUST OF DERMATOLOGY ASSOCIATES, P.A. 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2017: PROFIT SHARING PLAN & TRUST OF DERMATOLOGY ASSOCIATES, P.A. 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PROFIT SHARING PLAN & TRUST OF DERMATOLOGY ASSOCIATES, P.A. 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PROFIT SHARING PLAN & TRUST OF DERMATOLOGY ASSOCIATES, P.A. 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PROFIT SHARING PLAN & TRUST OF DERMATOLOGY ASSOCIATES, P.A. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PROFIT SHARING PLAN & TRUST OF DERMATOLOGY ASSOCIATES, P.A. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number896569 087
Policy instance 1
Insurance contract or identification number896569 087
Number of Individuals Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
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 number896569 087
Policy instance 1
Insurance contract or identification number896569 087
Number of Individuals Covered2
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
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 number896569 087
Policy instance 1
Insurance contract or identification number896569 087
Number of Individuals Covered3
Insurance policy start date2020-10-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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

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