401k Plan data: LINCOLN INSTITUTE OF LAND POLICY RETIREMENT PLAN plan

LINCOLN INSTITUTE OF LAND POLICY RETIREMENT PLAN 401k Plan overview

Plan Name	LINCOLN INSTITUTE OF LAND POLICY RETIREMENT PLAN
Plan identification number	001

LINCOLN INSTITUTE OF LAND POLICY RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
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.

401k Sponsoring company profile

LINCOLN INSTITUTE OF LAND POLICY has sponsored the creation of one or more 401k plans.

Company Name: LINCOLN INSTITUTE OF LAND POLICY

Employer identification number (EIN): 866021106

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LINCOLN INSTITUTE OF LAND POLICY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 VINOD PARMESHWAR 2019-07-19 VINOD PARMESHWAR 2019-07-19
001 2017-01-01
001 2016-01-01 LEVERING WHITE 2017-10-13
001 2016-01-01 LEVERING WHITE 2017-11-17
001 2015-01-01 LEVERING WHITE 2017-10-13
001 2015-01-01 LEVERING WHITE 2017-11-17
001 2014-01-01 LEVERING WHITE 2015-07-30 LEVERING WHITE 2015-07-30
001 2013-01-01 LEVERING WHITE 2015-07-30 LEVERING WHITE 2015-07-30
001 2012-01-01 LEVERING WHITE 2015-07-30 LEVERING WHITE 2015-07-30
001 2011-01-01 LEVERING WHITE 2015-07-30 LEVERING WHITE 2015-07-30
001 2010-01-01 LEVERING WHITE 2015-07-30 LEVERING WHITE 2015-07-30
001 2009-01-01 LEVERING WHITE 2015-07-30 LEVERING WHITE 2015-07-30
001 2008-01-01 LEVERING WHITE LEVERING WHITE 2015-07-30

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	VINOD PARMESHWAR	2019-07-19	VINOD PARMESHWAR	2019-07-19
001	2017-01-01
001	2016-01-01	LEVERING WHITE	2017-10-13
001	2016-01-01	LEVERING WHITE	2017-11-17
001	2015-01-01	LEVERING WHITE	2017-10-13
001	2015-01-01	LEVERING WHITE	2017-11-17
001	2014-01-01	LEVERING WHITE	2015-07-30	LEVERING WHITE	2015-07-30
001	2013-01-01	LEVERING WHITE	2015-07-30	LEVERING WHITE	2015-07-30
001	2012-01-01	LEVERING WHITE	2015-07-30	LEVERING WHITE	2015-07-30
001	2011-01-01	LEVERING WHITE	2015-07-30	LEVERING WHITE	2015-07-30
001	2010-01-01	LEVERING WHITE	2015-07-30	LEVERING WHITE	2015-07-30
001	2009-01-01	LEVERING WHITE	2015-07-30	LEVERING WHITE	2015-07-30
001	2008-01-01	LEVERING WHITE		LEVERING WHITE	2015-07-30

Plan Statistics for LINCOLN INSTITUTE OF LAND POLICY RETIREMENT PLAN

401k plan membership statisitcs for LINCOLN INSTITUTE OF LAND POLICY RETIREMENT PLAN

Measure Date Value
2022: LINCOLN INSTITUTE OF LAND POLICY RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 182
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 118
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 96
Total of all active and inactive participants 2022-01-01 214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 2
Total participants 2022-01-01 216
Number of participants with account balances 2022-01-01 212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: LINCOLN INSTITUTE OF LAND POLICY RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 166
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 111
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 82
Total of all active and inactive participants 2021-01-01 193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 194
Number of participants with account balances 2021-01-01 181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: LINCOLN INSTITUTE OF LAND POLICY RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 156
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 89
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 77
Total of all active and inactive participants 2020-01-01 166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 166
Number of participants with account balances 2020-01-01 165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: LINCOLN INSTITUTE OF LAND POLICY RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 140
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 86
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 73
Total of all active and inactive participants 2019-01-01 159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 159
Number of participants with account balances 2019-01-01 156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: LINCOLN INSTITUTE OF LAND POLICY RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 121
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 70
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 70
Total of all active and inactive participants 2018-01-01 140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 140
Number of participants with account balances 2018-01-01 137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0

Measure	Date	Value
2022: LINCOLN INSTITUTE OF LAND POLICY RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	182
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	118
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	96
Total of all active and inactive participants	2022-01-01	214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	2
Total participants	2022-01-01	216
Number of participants with account balances	2022-01-01	212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: LINCOLN INSTITUTE OF LAND POLICY RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	166
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	111
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	82
Total of all active and inactive participants	2021-01-01	193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	194
Number of participants with account balances	2021-01-01	181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: LINCOLN INSTITUTE OF LAND POLICY RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	156
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	89
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	77
Total of all active and inactive participants	2020-01-01	166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	166
Number of participants with account balances	2020-01-01	165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: LINCOLN INSTITUTE OF LAND POLICY RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	140
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	86
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	73
Total of all active and inactive participants	2019-01-01	159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	159
Number of participants with account balances	2019-01-01	156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: LINCOLN INSTITUTE OF LAND POLICY RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	121
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	70
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	70
Total of all active and inactive participants	2018-01-01	140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	140
Number of participants with account balances	2018-01-01	137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0

Financial Data on LINCOLN INSTITUTE OF LAND POLICY RETIREMENT PLAN

Measure	Date	Value
2022 : LINCOLN INSTITUTE OF LAND POLICY RETIREMENT PLAN 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-1,745,474
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$809,366
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$751,836
Expenses. Certain deemed distributions of participant loans	2022-12-31	$2,477
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$3,321,302
Value of total assets at end of year	2022-12-31	$39,394,935
Value of total assets at beginning of year	2022-12-31	$41,949,775
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$55,053
Total interest from all sources	2022-12-31	$446,663
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$504,521
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$504,521
Administrative expenses professional fees incurred	2022-12-31	$25,000
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,290,254
Participant contributions at end of year	2022-12-31	$109,926
Participant contributions at beginning of year	2022-12-31	$81,438
Participant contributions at end of year	2022-12-31	$56,133
Participant contributions at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$153,765
Other income not declared elsewhere	2022-12-31	$44,500
Administrative expenses (other) incurred	2022-12-31	$14,776
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	$-2,554,840
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$39,394,935
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$41,949,775
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
Investment advisory and management fees	2022-12-31	$15,277
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$24,923,105
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$28,530,426
Value of interest in pooled separate accounts at end of year	2022-12-31	$1,404,992
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$1,322,779
Interest on participant loans	2022-12-31	$4,838
Interest earned on other investments	2022-12-31	$441,825
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$12,838,439
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$12,015,132
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$273,746
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-6,172,499
Net investment gain/loss from pooled separate accounts	2022-12-31	$110,039
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
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	$1,877,283
Employer contributions (assets) at end of year	2022-12-31	$62,340
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	$478,090
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	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2022-12-31	410746749
2021 : LINCOLN INSTITUTE OF LAND POLICY RETIREMENT PLAN 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$9,439,644
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$3,303,098
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$3,271,025
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$4,160,883
Value of total assets at end of year	2021-12-31	$41,949,775
Value of total assets at beginning of year	2021-12-31	$35,813,229
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$32,073
Total interest from all sources	2021-12-31	$255,880
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$843,485
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$843,485
Administrative expenses professional fees incurred	2021-12-31	$8,500
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,084,833
Participant contributions at end of year	2021-12-31	$81,438
Participant contributions at beginning of year	2021-12-31	$59,896
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$33,072
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$1,446,842
Other income not declared elsewhere	2021-12-31	$55,799
Administrative expenses (other) incurred	2021-12-31	$1,686
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	$6,136,546
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$41,949,775
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$35,813,229
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
Investment advisory and management fees	2021-12-31	$21,887
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$28,530,426
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$27,028,018
Value of interest in pooled separate accounts at end of year	2021-12-31	$1,322,779
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$1,412,855
Interest on participant loans	2021-12-31	$3,326
Interest earned on other investments	2021-12-31	$252,554
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$12,015,132
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$7,235,872
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$180,569
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$3,874,344
Net investment gain/loss from pooled separate accounts	2021-12-31	$249,253
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
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	$1,629,208
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$43,516
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$3,090,456
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	CLIFTON LARSEN ALLEN LLP
Accountancy firm EIN	2021-12-31	410746749
2020 : LINCOLN INSTITUTE OF LAND POLICY RETIREMENT PLAN 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$7,092,281
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,011,260
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,006,258
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,743,473
Value of total assets at end of year	2020-12-31	$35,813,229
Value of total assets at beginning of year	2020-12-31	$29,732,208
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$5,002
Total interest from all sources	2020-12-31	$278,056
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$465,061
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$465,061
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$919,300
Participant contributions at end of year	2020-12-31	$59,896
Participant contributions at beginning of year	2020-12-31	$0
Participant contributions at end of year	2020-12-31	$33,072
Participant contributions at beginning of year	2020-12-31	$31,611
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$377,128
Other income not declared elsewhere	2020-12-31	$34,693
Administrative expenses (other) incurred	2020-12-31	$2
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	$6,081,021
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$35,813,229
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$29,732,208
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
Investment advisory and management fees	2020-12-31	$5,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$27,028,018
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$21,045,756
Value of interest in pooled separate accounts at end of year	2020-12-31	$1,412,855
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$1,353,097
Interest on participant loans	2020-12-31	$760
Interest earned on other investments	2020-12-31	$277,296
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$7,235,872
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$7,255,982
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$226,310
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$3,582,411
Net investment gain/loss from pooled separate accounts	2020-12-31	$-11,413
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
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	$1,447,045
Employer contributions (assets) at end of year	2020-12-31	$43,516
Employer contributions (assets) at beginning of year	2020-12-31	$45,762
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$779,948
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	CLIFTON LARSEN ALLEN LLP
Accountancy firm EIN	2020-12-31	410746749
2019 : LINCOLN INSTITUTE OF LAND POLICY RETIREMENT PLAN 2019 401k financial data
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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$6,725,943
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,458,047
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,458,023
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,108,933
Value of total assets at end of year	2019-12-31	$29,732,208
Value of total assets at beginning of year	2019-12-31	$24,464,312
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$24
Total interest from all sources	2019-12-31	$276,716
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$347,361
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$347,361
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$801,502
Participant contributions at end of year	2019-12-31	$31,611
Participant contributions at beginning of year	2019-12-31	$31,965
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$75,850
Other income not declared elsewhere	2019-12-31	$29,803
Administrative expenses (other) incurred	2019-12-31	$24
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	$5,267,896
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$29,732,208
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$24,464,312
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 in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$21,045,756
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$16,256,401
Value of interest in pooled separate accounts at end of year	2019-12-31	$1,353,097
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$1,060,238
Interest earned on other investments	2019-12-31	$276,716
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$7,255,982
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$7,081,319
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$3,895,430
Net investment gain/loss from pooled separate accounts	2019-12-31	$67,700
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
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
Contributions received in cash from employer	2019-12-31	$1,231,581
Employer contributions (assets) at end of year	2019-12-31	$45,762
Employer contributions (assets) at beginning of year	2019-12-31	$34,389
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,458,023
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
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	BLUM SHAPIRO
Accountancy firm EIN	2019-12-31	061009205
2018 : LINCOLN INSTITUTE OF LAND POLICY RETIREMENT PLAN 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$919,093
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,208,451
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,208,451
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,876,869
Value of total assets at end of year	2018-12-31	$24,464,312
Value of total assets at beginning of year	2018-12-31	$24,753,670
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$0
Total interest from all sources	2018-12-31	$273,998
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
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	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	$624,440
Participant contributions at end of year	2018-12-31	$31,965
Participant contributions at beginning of year	2018-12-31	$47,569
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$332,109
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	$-289,358
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$24,464,312
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$24,753,670
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 in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$16,256,401
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$16,773,747
Value of interest in pooled separate accounts at end of year	2018-12-31	$1,060,238
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$986,573
Interest earned on other investments	2018-12-31	$273,998
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$7,081,319
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$6,886,639
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$257,147
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,279,842
Net investment gain/loss from pooled separate accounts	2018-12-31	$48,068
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
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	$920,320
Employer contributions (assets) at end of year	2018-12-31	$34,389
Employer contributions (assets) at beginning of year	2018-12-31	$59,142
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$951,304
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	BLUM SHAPIRO
Accountancy firm EIN	2018-12-31	061009205

Form 5500 Responses for LINCOLN INSTITUTE OF LAND POLICY RETIREMENT PLAN

2022: LINCOLN INSTITUTE OF LAND POLICY RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: LINCOLN INSTITUTE OF LAND POLICY RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: LINCOLN INSTITUTE OF LAND POLICY RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: LINCOLN INSTITUTE OF LAND POLICY RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: LINCOLN INSTITUTE OF LAND POLICY RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2008: LINCOLN INSTITUTE OF LAND POLICY RETIREMENT PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	First time form 5500 has been submitted	Yes
2008-01-01	Submission has been amended	No
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

366437

Policy instance

Insurance contract or identification number	366437
Number of Individuals Covered	207
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

366437

Policy instance

Insurance contract or identification number	366437
Number of Individuals Covered	177
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

366437

Policy instance

Insurance contract or identification number	366437
Number of Individuals Covered	132
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

366437

Policy instance

Insurance contract or identification number	366437
Number of Individuals Covered	134
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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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Company Name:	LINCOLN INSTITUTE OF LAND POLICY
Employer identification number (EIN):	866021106
NAIC Classification:	611000