CITY OF SHERWOOD has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LINCOLN FINANCIAL GROUP LIFE PLAN
| Measure | Date | Value |
|---|
| 2019: LINCOLN FINANCIAL GROUP LIFE PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-02-01 | 243 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-02-01 | 216 |
| Number of retired or separated participants receiving benefits | 2019-02-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-02-01 | 0 |
| Total of all active and inactive participants | 2019-02-01 | 216 |
| 2018: LINCOLN FINANCIAL GROUP LIFE PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-02-01 | 238 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-02-01 | 243 |
| Number of retired or separated participants receiving benefits | 2018-02-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-02-01 | 0 |
| Total of all active and inactive participants | 2018-02-01 | 243 |
| 2017: LINCOLN FINANCIAL GROUP LIFE PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-02-01 | 251 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-02-01 | 238 |
| Number of retired or separated participants receiving benefits | 2017-02-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-02-01 | 0 |
| Total of all active and inactive participants | 2017-02-01 | 238 |
| 2016: LINCOLN FINANCIAL GROUP LIFE PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-02-01 | 257 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-02-01 | 251 |
| Number of retired or separated participants receiving benefits | 2016-02-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-02-01 | 0 |
| Total of all active and inactive participants | 2016-02-01 | 251 |
| 2015: LINCOLN FINANCIAL GROUP LIFE PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-02-01 | 254 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-02-01 | 257 |
| Number of retired or separated participants receiving benefits | 2015-02-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-02-01 | 0 |
| Total of all active and inactive participants | 2015-02-01 | 257 |
| 2014: LINCOLN FINANCIAL GROUP LIFE PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-02-01 | 302 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-02-01 | 254 |
| Number of retired or separated participants receiving benefits | 2014-02-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-02-01 | 0 |
| Total of all active and inactive participants | 2014-02-01 | 254 |
| 2013: LINCOLN FINANCIAL GROUP LIFE PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-02-01 | 220 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-02-01 | 302 |
| Total of all active and inactive participants | 2013-02-01 | 302 |
| 2012: LINCOLN FINANCIAL GROUP LIFE PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-02-01 | 223 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-02-01 | 220 |
| Total of all active and inactive participants | 2012-02-01 | 220 |
| 2011: LINCOLN FINANCIAL GROUP LIFE PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-02-01 | 230 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-02-01 | 223 |
| Total of all active and inactive participants | 2011-02-01 | 223 |
| 2010: LINCOLN FINANCIAL GROUP LIFE PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-02-01 | 215 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-02-01 | 230 |
| Total of all active and inactive participants | 2010-02-01 | 230 |
| 2009: LINCOLN FINANCIAL GROUP LIFE PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-02-01 | 195 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-02-01 | 215 |
| Total of all active and inactive participants | 2009-02-01 | 215 |
| 2019: LINCOLN FINANCIAL GROUP LIFE PLAN 2019 form 5500 responses |
|---|
| 2019-02-01 | Type of plan entity | Single employer plan |
| 2019-02-01 | Plan funding arrangement – Insurance | Yes |
| 2019-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2018: LINCOLN FINANCIAL GROUP LIFE PLAN 2018 form 5500 responses |
|---|
| 2018-02-01 | Type of plan entity | Single employer plan |
| 2018-02-01 | Plan funding arrangement – Insurance | Yes |
| 2018-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: LINCOLN FINANCIAL GROUP LIFE PLAN 2017 form 5500 responses |
|---|
| 2017-02-01 | Type of plan entity | Single employer plan |
| 2017-02-01 | Plan funding arrangement – Insurance | Yes |
| 2017-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: LINCOLN FINANCIAL GROUP LIFE PLAN 2016 form 5500 responses |
|---|
| 2016-02-01 | Type of plan entity | Single employer plan |
| 2016-02-01 | Plan funding arrangement – Insurance | Yes |
| 2016-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: LINCOLN FINANCIAL GROUP LIFE PLAN 2015 form 5500 responses |
|---|
| 2015-02-01 | Type of plan entity | Single employer plan |
| 2015-02-01 | Plan funding arrangement – Insurance | Yes |
| 2015-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: LINCOLN FINANCIAL GROUP LIFE PLAN 2014 form 5500 responses |
|---|
| 2014-02-01 | Type of plan entity | Single employer plan |
| 2014-02-01 | Plan funding arrangement – Insurance | Yes |
| 2014-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: LINCOLN FINANCIAL GROUP LIFE PLAN 2013 form 5500 responses |
|---|
| 2013-02-01 | Type of plan entity | Single employer plan |
| 2013-02-01 | Plan funding arrangement – Insurance | Yes |
| 2013-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: LINCOLN FINANCIAL GROUP LIFE PLAN 2012 form 5500 responses |
|---|
| 2012-02-01 | Type of plan entity | Single employer plan |
| 2012-02-01 | Plan funding arrangement – Insurance | Yes |
| 2012-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: LINCOLN FINANCIAL GROUP LIFE PLAN 2011 form 5500 responses |
|---|
| 2011-02-01 | Type of plan entity | Single employer plan |
| 2011-02-01 | Plan funding arrangement – Insurance | Yes |
| 2011-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2010: LINCOLN FINANCIAL GROUP LIFE PLAN 2010 form 5500 responses |
|---|
| 2010-02-01 | Type of plan entity | Single employer plan |
| 2010-02-01 | Plan funding arrangement – Insurance | Yes |
| 2010-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: LINCOLN FINANCIAL GROUP LIFE PLAN 2009 form 5500 responses |
|---|
| 2009-02-01 | Type of plan entity | Single employer plan |
| 2009-02-01 | Plan funding arrangement – Insurance | Yes |
| 2009-02-01 | Plan benefit arrangement – Insurance | Yes |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010175974 |
| Policy instance | 1 |
| Insurance contract or identification number | 000010175974 | | Number of Individuals Covered | 216 | | Insurance policy start date | 2019-02-01 | | Insurance policy end date | 2020-01-31 | | Total amount of commissions paid to insurance broker | USD $3,501 | | Total amount of fees paid to insurance company | USD $61 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $23,343 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,501 | | Additional information about fees paid to insurance broker | BASE COMMISSION | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 61 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010175974 |
| Policy instance | 1 |
| Insurance contract or identification number | 000010175974 | | Number of Individuals Covered | 238 | | Insurance policy start date | 2017-02-01 | | Insurance policy end date | 2018-01-31 | | Total amount of commissions paid to insurance broker | USD $3,639 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $24,257 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,639 | | Additional information about fees paid to insurance broker | BASE COMMISSION | | Insurance broker organization code? | 3 | | Insurance broker name | REGIONS INSURANCE |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010175974 |
| Policy instance | 2 |
| Insurance contract or identification number | 000010175974 | | Number of Individuals Covered | 214 | | Insurance policy start date | 2015-02-01 | | Insurance policy end date | 2016-01-31 | | Total amount of fees paid to insurance company | USD $3,294 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $21,958 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 3294 | | Additional information about fees paid to insurance broker | BASE COMMISSION | | Insurance broker organization code? | 3 | | Insurance broker name | REGIONS INSURANCE |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010175975 |
| Policy instance | 1 |
| Insurance contract or identification number | 000010175975 | | Number of Individuals Covered | 43 | | Insurance policy start date | 2015-02-01 | | Insurance policy end date | 2016-01-31 | | Total amount of fees paid to insurance company | USD $1,650 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $10,997 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 1650 | | Additional information about fees paid to insurance broker | BASE COMMISSION | | Insurance broker organization code? | 3 | | Insurance broker name | REGIONS INSURANCE |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010175974 |
| Policy instance | 2 |
| Insurance contract or identification number | 000010175974 | | Number of Individuals Covered | 209 | | Insurance policy start date | 2014-02-01 | | Insurance policy end date | 2015-01-31 | | Total amount of commissions paid to insurance broker | USD $2,791 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $18,606 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,791 | | Additional information about fees paid to insurance broker | BASE COMMISSION | | Insurance broker organization code? | 3 | | Insurance broker name | REGIONS INSURANCE |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010175975 |
| Policy instance | 1 |
| Insurance contract or identification number | 000010175975 | | Number of Individuals Covered | 45 | | Insurance policy start date | 2014-02-01 | | Insurance policy end date | 2015-01-31 | | Total amount of commissions paid to insurance broker | USD $1,515 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $10,097 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,515 | | Additional information about fees paid to insurance broker | BASE COMMISSION | | Insurance broker organization code? | 3 | | Insurance broker name | REGIONS INSURANCE |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | KM05580699 |
| Policy instance | 1 |
| Insurance contract or identification number | KM05580699 | | Number of Individuals Covered | 302 | | Insurance policy start date | 2013-02-01 | | Insurance policy end date | 2014-01-31 | | Total amount of commissions paid to insurance broker | USD $1,344 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $10,048 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,344 | | Additional information about fees paid to insurance broker | BASE COMMISSION | | Insurance broker name | PETRETTI & ASSOCIA |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | KM05580699 |
| Policy instance | 1 |
| Insurance contract or identification number | KM05580699 | | Number of Individuals Covered | 297 | | Insurance policy start date | 2012-02-01 | | Insurance policy end date | 2013-01-31 | | Total amount of commissions paid to insurance broker | USD $1,913 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $21,688 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,913 | | Additional information about fees paid to insurance broker | BASE COMMISSION | | Insurance broker name | PETRETTI & ASSOCIA |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | KM05580699 |
| Policy instance | 1 |
| Insurance contract or identification number | KM05580699 | | Number of Individuals Covered | 316 | | Insurance policy start date | 2011-02-01 | | Insurance policy end date | 2012-01-31 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ADD | | Welfare Benefit Premiums Paid to Carrier | USD $20,472 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | KM05580699 |
| Policy instance | 1 |
| Insurance contract or identification number | KM05580699 | | Number of Individuals Covered | 316 | | Insurance policy start date | 2010-02-01 | | Insurance policy end date | 2011-01-31 | | Total amount of commissions paid to insurance broker | USD $1,746 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ADD | | Welfare Benefit Premiums Paid to Carrier | USD $21,537 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,746 | | Additional information about fees paid to insurance broker | BASE COMMISSION | | Insurance broker organization code? | 3 | | Insurance broker name | PETRETTI & ASSOCIA |
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