MATHEWS BROTHERS COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MATHEWS BROTHERS COMPANY JEFFERSON PILOT LIFE INSU
401k plan membership statisitcs for MATHEWS BROTHERS COMPANY JEFFERSON PILOT LIFE INSU
| Measure | Date | Value |
|---|
| 2016: MATHEWS BROTHERS COMPANY JEFFERSON PILOT LIFE INSU 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 122 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 198 |
| Total of all active and inactive participants | 2016-01-01 | 198 |
| 2015: MATHEWS BROTHERS COMPANY JEFFERSON PILOT LIFE INSU 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 127 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 122 |
| Total of all active and inactive participants | 2015-01-01 | 122 |
| 2014: MATHEWS BROTHERS COMPANY JEFFERSON PILOT LIFE INSU 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 122 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 127 |
| Total of all active and inactive participants | 2014-01-01 | 127 |
| 2013: MATHEWS BROTHERS COMPANY JEFFERSON PILOT LIFE INSU 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 119 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 122 |
| Total of all active and inactive participants | 2013-01-01 | 122 |
| 2012: MATHEWS BROTHERS COMPANY JEFFERSON PILOT LIFE INSU 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 110 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 119 |
| Total of all active and inactive participants | 2012-01-01 | 119 |
| Total participants | 2012-01-01 | 0 |
| 2011: MATHEWS BROTHERS COMPANY JEFFERSON PILOT LIFE INSU 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 116 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 110 |
| Total of all active and inactive participants | 2011-01-01 | 110 |
| Total participants | 2011-01-01 | 110 |
| 2009: MATHEWS BROTHERS COMPANY JEFFERSON PILOT LIFE INSU 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 127 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 120 |
| Total of all active and inactive participants | 2009-01-01 | 120 |
| 2016: MATHEWS BROTHERS COMPANY JEFFERSON PILOT LIFE INSU 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: MATHEWS BROTHERS COMPANY JEFFERSON PILOT LIFE INSU 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | Yes |
| 2015-01-01 | This submission is the final filing | Yes |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: MATHEWS BROTHERS COMPANY JEFFERSON PILOT LIFE INSU 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: MATHEWS BROTHERS COMPANY JEFFERSON PILOT LIFE INSU 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: MATHEWS BROTHERS COMPANY JEFFERSON PILOT LIFE INSU 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: MATHEWS BROTHERS COMPANY JEFFERSON PILOT LIFE INSU 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: MATHEWS BROTHERS COMPANY JEFFERSON PILOT LIFE INSU 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010033131 |
| Policy instance | 1 |
| Insurance contract or identification number | 000010033131 | | Number of Individuals Covered | 122 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $753 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $6,051 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $753 | | Insurance broker organization code? | 3 | | Insurance broker name | ALLEN AGENCY |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010033131 |
| Policy instance | 1 |
| Insurance contract or identification number | 000010033131 | | Number of Individuals Covered | 127 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $819 | | Total amount of fees paid to insurance company | USD $199 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $6,433 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $819 | | Amount paid for insurance broker fees | 199 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 | | Insurance broker name | ALLEN AGENCY |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010033131 |
| Policy instance | 1 |
| Insurance contract or identification number | 000010033131 | | Number of Individuals Covered | 122 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $839 | | Total amount of fees paid to insurance company | USD $180 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $6,630 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $839 | | Amount paid for insurance broker fees | 180 | | Additional information about fees paid to insurance broker | BONUS - OTHER | | Insurance broker organization code? | 3 | | Insurance broker name | ALLEN AGENCY |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010033131 |
| Policy instance | 1 |
| Insurance contract or identification number | 000010033131 | | Number of Individuals Covered | 118 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $772 | | Total amount of fees paid to insurance company | USD $270 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $5,995 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $772 | | Amount paid for insurance broker fees | 270 | | Additional information about fees paid to insurance broker | BONUS - OTHER | | Insurance broker organization code? | 3 | | Insurance broker name | ALLEN AGENCY |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010033131 |
| Policy instance | 1 |
| Insurance contract or identification number | 000010033131 | | Number of Individuals Covered | 109 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $768 | | Total amount of fees paid to insurance company | USD $283 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $6,004 | | 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 number | 000010033131 |
| Policy instance | 1 |
| Insurance contract or identification number | 000010033131 | | Number of Individuals Covered | 118 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $801 | | Total amount of fees paid to insurance company | USD $286 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $6,288 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $801 | | Amount paid for insurance broker fees | 286 | | Additional information about fees paid to insurance broker | BONUS - OTHER | | Insurance broker organization code? | 3 | | Insurance broker name | ALLEN FINANCIAL AGENCY |
|
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