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LEGACY BANK LONG TERM DISABILITY LIFE AND AD&D PLAN 401k Plan overview

Plan NameLEGACY BANK LONG TERM DISABILITY LIFE AND AD&D PLAN
Plan identification number 504

LEGACY BANK LONG TERM DISABILITY LIFE AND AD&D PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance
  • Temporary disability (accident and sickness)
  • Long-term disability cover
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

LEGACY BANK has sponsored the creation of one or more 401k plans.

Company Name:LEGACY BANK
Employer identification number (EIN):730149048
NAIC Classification:522110
NAIC Description:Commercial Banking

Additional information about LEGACY BANK

Jurisdiction of Incorporation: Iowa Secretary of State Business Entities
Incorporation Date: 1904-01-26
Company Identification Number: 084818
Legal Registered Office Address: 502 8TH ST SW
PO BOX 309
ALTOONA
United States of America (USA)
50009

More information about LEGACY BANK

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEGACY BANK LONG TERM DISABILITY LIFE AND AD&D PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5042012-06-01JOSH BRACK JOSH BRACK2013-11-15
5042011-06-01JOSH BRACK
5042010-06-01TOM COLLINS
5042009-06-01TOM COLLINS

Plan Statistics for LEGACY BANK LONG TERM DISABILITY LIFE AND AD&D PLAN

401k plan membership statisitcs for LEGACY BANK LONG TERM DISABILITY LIFE AND AD&D PLAN

Measure Date Value
2012: LEGACY BANK LONG TERM DISABILITY LIFE AND AD&D PLAN 2012 401k membership
Total participants, beginning-of-year2012-06-01151
Total number of active participants reported on line 7a of the Form 55002012-06-01151
Total of all active and inactive participants2012-06-01151
2011: LEGACY BANK LONG TERM DISABILITY LIFE AND AD&D PLAN 2011 401k membership
Total participants, beginning-of-year2011-06-01150
Total number of active participants reported on line 7a of the Form 55002011-06-01147
Total of all active and inactive participants2011-06-01147
2010: LEGACY BANK LONG TERM DISABILITY LIFE AND AD&D PLAN 2010 401k membership
Total participants, beginning-of-year2010-06-01128
Total number of active participants reported on line 7a of the Form 55002010-06-01152
Total of all active and inactive participants2010-06-01152
2009: LEGACY BANK LONG TERM DISABILITY LIFE AND AD&D PLAN 2009 401k membership
Total participants, beginning-of-year2009-06-01168
Total number of active participants reported on line 7a of the Form 55002009-06-01153
Total of all active and inactive participants2009-06-01153
Total participants2009-06-01153

Form 5500 Responses for LEGACY BANK LONG TERM DISABILITY LIFE AND AD&D PLAN

2012: LEGACY BANK LONG TERM DISABILITY LIFE AND AD&D PLAN 2012 form 5500 responses
2012-06-01Type of plan entitySingle employer plan
2012-06-01Submission has been amendedNo
2012-06-01This submission is the final filingNo
2012-06-01This return/report is a short plan year return/report (less than 12 months)No
2012-06-01Plan is a collectively bargained planNo
2012-06-01Plan funding arrangement – InsuranceYes
2012-06-01Plan funding arrangement – General assets of the sponsorYes
2012-06-01Plan benefit arrangement – InsuranceYes
2012-06-01Plan benefit arrangement – General assets of the sponsorYes
2011: LEGACY BANK LONG TERM DISABILITY LIFE AND AD&D PLAN 2011 form 5500 responses
2011-06-01Type of plan entitySingle employer plan
2011-06-01Submission has been amendedNo
2011-06-01This submission is the final filingNo
2011-06-01This return/report is a short plan year return/report (less than 12 months)No
2011-06-01Plan is a collectively bargained planNo
2011-06-01Plan funding arrangement – InsuranceYes
2011-06-01Plan benefit arrangement – InsuranceYes
2010: LEGACY BANK LONG TERM DISABILITY LIFE AND AD&D PLAN 2010 form 5500 responses
2010-06-01Type of plan entitySingle employer plan
2010-06-01Submission has been amendedNo
2010-06-01This submission is the final filingNo
2010-06-01This return/report is a short plan year return/report (less than 12 months)No
2010-06-01Plan is a collectively bargained planNo
2010-06-01Plan funding arrangement – InsuranceYes
2010-06-01Plan benefit arrangement – InsuranceYes
2009: LEGACY BANK LONG TERM DISABILITY LIFE AND AD&D PLAN 2009 form 5500 responses
2009-06-01Type of plan entitySingle employer plan
2009-06-01Submission has been amendedNo
2009-06-01This submission is the final filingNo
2009-06-01This return/report is a short plan year return/report (less than 12 months)No
2009-06-01Plan is a collectively bargained planNo
2009-06-01Plan funding arrangement – InsuranceYes
2009-06-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10079408
Policy instance 1
Insurance contract or identification number10079408
Number of Individuals Covered151
Insurance policy start date2012-06-01
Insurance policy end date2013-05-31
Total amount of commissions paid to insurance brokerUSD $2,804
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD & D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $14,019
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,804
Insurance broker organization code?3
Insurance broker nameJOHN L. GOODEN
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10079409
Policy instance 2
Insurance contract or identification number10079409
Number of Individuals Covered151
Insurance policy start date2012-06-01
Insurance policy end date2013-05-31
Total amount of commissions paid to insurance brokerUSD $5,466
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $27,329
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,466
Insurance broker organization code?3
Insurance broker nameJOHN L. GOODEN
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10079408
Policy instance 1
Insurance contract or identification number10079408
Number of Individuals Covered147
Insurance policy start date2011-06-01
Insurance policy end date2012-05-31
Total amount of commissions paid to insurance brokerUSD $2,723
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $13,613
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 number10079409
Policy instance 2
Insurance contract or identification number10079409
Number of Individuals Covered147
Insurance policy start date2011-06-01
Insurance policy end date2012-05-31
Total amount of commissions paid to insurance brokerUSD $5,323
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $26,614
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 number10079409
Policy instance 1
Insurance contract or identification number10079409
Number of Individuals Covered148
Insurance policy start date2010-06-01
Insurance policy end date2011-05-31
Total amount of commissions paid to insurance brokerUSD $5,318
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $26,588
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,318
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameJOHN L GOODEN
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10079408
Policy instance 2
Insurance contract or identification number10079408
Number of Individuals Covered148
Insurance policy start date2010-06-01
Insurance policy end date2011-05-31
Total amount of commissions paid to insurance brokerUSD $2,708
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $13,539
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,708
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameJOHN L GOODEN

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