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401K SAFE, LLC MULTIPLE EMPLOYER 401(K) PLAN 401k Plan overview

Plan Name401K SAFE, LLC MULTIPLE EMPLOYER 401(K) PLAN
Plan identification number 002

401K SAFE, LLC MULTIPLE EMPLOYER 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

GREAT PERFORMANCES ARTISTS AS WAITRESSES INC. has sponsored the creation of one or more 401k plans.

Company Name:GREAT PERFORMANCES ARTISTS AS WAITRESSES INC.
Employer identification number (EIN):133008895
NAIC Classification:722300
NAIC Description: Special Food Services

Additional information about GREAT PERFORMANCES ARTISTS AS WAITRESSES INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1979-12-07
Company Identification Number: 539790
Legal Registered Office Address: 2417 Third Avenue
Suite 300
Bronx
United States of America (USA)
10451

More information about GREAT PERFORMANCES ARTISTS AS WAITRESSES INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 401K SAFE, LLC MULTIPLE EMPLOYER 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022016-01-01LEE LICHTENSTEIN
0022015-01-01LEE LICHTENSTEIN
0022014-01-01LEE LICHTENSTEIN
0022013-01-01LEE LICHTENSTEIN

Plan Statistics for 401K SAFE, LLC MULTIPLE EMPLOYER 401(K) PLAN

401k plan membership statisitcs for 401K SAFE, LLC MULTIPLE EMPLOYER 401(K) PLAN

Measure Date Value
2016: 401K SAFE, LLC MULTIPLE EMPLOYER 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01311
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: 401K SAFE, LLC MULTIPLE EMPLOYER 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01348
Total number of active participants reported on line 7a of the Form 55002015-01-01291
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-014
Total of all active and inactive participants2015-01-01296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01296
Number of participants with account balances2015-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-015
2014: 401K SAFE, LLC MULTIPLE EMPLOYER 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01305
Total number of active participants reported on line 7a of the Form 55002014-01-01317
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-013
Total of all active and inactive participants2014-01-01320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01320
Number of participants with account balances2014-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: 401K SAFE, LLC MULTIPLE EMPLOYER 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01332
Total number of active participants reported on line 7a of the Form 55002013-01-01347
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-015
Total of all active and inactive participants2013-01-01352
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01352
Number of participants with account balances2013-01-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010

Financial Data on 401K SAFE, LLC MULTIPLE EMPLOYER 401(K) PLAN

Measure Date Value
2016 : 401K SAFE, LLC MULTIPLE EMPLOYER 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-03-07$0
Total transfer of assets from this plan2016-03-07$1,114,881
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-07$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-07$84,085
Total income from all sources (including contributions)2016-03-07$41,613
Total loss/gain on sale of assets2016-03-07$0
Total of all expenses incurred2016-03-07$4,620
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-03-07$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-03-07$44,742
Value of total assets at end of year2016-03-07$0
Value of total assets at beginning of year2016-03-07$1,161,973
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-03-07$4,620
Total interest from all sources2016-03-07$122
Total dividends received (eg from common stock, registered investment company shares)2016-03-07$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-03-07Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2016-03-07$0
Was this plan covered by a fidelity bond2016-03-07Yes
Value of fidelity bond cover2016-03-07$500,000
If this is an individual account plan, was there a blackout period2016-03-07No
Were there any nonexempt tranactions with any party-in-interest2016-03-07No
Contributions received from participants2016-03-07$44,742
Participant contributions at end of year2016-03-07$0
Participant contributions at beginning of year2016-03-07$19,022
Participant contributions at end of year2016-03-07$0
Participant contributions at beginning of year2016-03-07$100
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-03-07$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-03-07$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-03-07$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-03-07$84,085
Administrative expenses (other) incurred2016-03-07$1,235
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-07No
Value of net income/loss2016-03-07$36,993
Value of net assets at end of year (total assets less liabilities)2016-03-07$0
Value of net assets at beginning of year (total assets less liabilities)2016-03-07$1,077,888
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-03-07No
Were any loans by the plan or fixed income obligations due to the plan in default2016-03-07No
Were any leases to which the plan was party in default or uncollectible2016-03-07No
Value of interest in pooled separate accounts at end of year2016-03-07$0
Value of interest in pooled separate accounts at beginning of year2016-03-07$1,018,275
Interest on participant loans2016-03-07$122
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-03-07$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-03-07$124,576
Net investment gain/loss from pooled separate accounts2016-03-07$-3,251
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-03-07No
Was there a failure to transmit to the plan any participant contributions2016-03-07No
Has the plan failed to provide any benefit when due under the plan2016-03-07No
Contract administrator fees2016-03-07$3,385
Did the plan have assets held for investment2016-03-07No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-07No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-03-07Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-03-07Yes
Opinion of an independent qualified public accountant for this plan2016-03-07Disclaimer
Accountancy firm name2016-03-07LBMC, PC
Accountancy firm EIN2016-03-07621199757
2015 : 401K SAFE, LLC MULTIPLE EMPLOYER 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$84,085
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$56,732
Total income from all sources (including contributions)2015-12-31$161,339
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$116,938
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$19,329
Value of total corrective distributions2015-12-31$84,086
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$197,247
Value of total assets at end of year2015-12-31$1,161,973
Value of total assets at beginning of year2015-12-31$1,090,219
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$13,523
Total interest from all sources2015-12-31$1,465
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$197,247
Participant contributions at end of year2015-12-31$19,022
Participant contributions at beginning of year2015-12-31$26,069
Participant contributions at end of year2015-12-31$100
Participant contributions at beginning of year2015-12-31$3,248
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$308
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$84,085
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$56,732
Other income not declared elsewhere2015-12-31$1,261
Administrative expenses (other) incurred2015-12-31$4,627
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$44,401
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,077,888
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,033,487
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$1,018,275
Value of interest in pooled separate accounts at beginning of year2015-12-31$961,706
Interest on participant loans2015-12-31$1,465
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$124,576
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$98,888
Net investment gain/loss from pooled separate accounts2015-12-31$-38,634
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$19,329
Contract administrator fees2015-12-31$8,896
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31LBMC, PC
Accountancy firm EIN2015-12-31621199757
2014 : 401K SAFE, LLC MULTIPLE EMPLOYER 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$56,732
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$57,043
Total income from all sources (including contributions)2014-12-31$198,388
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$120,023
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$47,587
Value of total corrective distributions2014-12-31$56,732
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$177,612
Value of total assets at end of year2014-12-31$1,090,219
Value of total assets at beginning of year2014-12-31$1,012,165
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$15,704
Total interest from all sources2014-12-31$536
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$453
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$177,612
Participant contributions at end of year2014-12-31$26,069
Participant contributions at beginning of year2014-12-31$14,214
Participant contributions at end of year2014-12-31$3,248
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$308
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$56,732
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$57,043
Administrative expenses (other) incurred2014-12-31$4,652
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$78,365
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,033,487
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$955,122
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$961,706
Value of interest in pooled separate accounts at beginning of year2014-12-31$902,318
Interest on participant loans2014-12-31$536
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$98,888
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$91,283
Net investment gain/loss from pooled separate accounts2014-12-31$20,240
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Employer contributions (assets) at beginning of year2014-12-31$4,350
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$47,587
Contract administrator fees2014-12-31$10,599
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31LATTIMORE, BLACK, MORGAN & CAIN, PC
Accountancy firm EIN2014-12-31621199757
2013 : 401K SAFE, LLC MULTIPLE EMPLOYER 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$797,480
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$57,043
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$294,427
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$136,785
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$66,331
Value of total corrective distributions2013-12-31$57,042
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$158,935
Value of total assets at end of year2013-12-31$1,012,165
Value of total assets at beginning of year2013-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$13,412
Total interest from all sources2013-12-31$185
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$95,077
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$154,585
Participant contributions at end of year2013-12-31$14,214
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$57,043
Other income not declared elsewhere2013-12-31$48
Administrative expenses (other) incurred2013-12-31$4,799
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$157,642
Value of net assets at end of year (total assets less liabilities)2013-12-31$955,122
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$902,318
Interest on participant loans2013-12-31$185
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$91,283
Net investment gain/loss from pooled separate accounts2013-12-31$135,259
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$4,350
Employer contributions (assets) at end of year2013-12-31$4,350
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$66,331
Contract administrator fees2013-12-31$8,613
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WARREN AVERETT, LLC
Accountancy firm EIN2013-12-31454084437

Form 5500 Responses for 401K SAFE, LLC MULTIPLE EMPLOYER 401(K) PLAN

2016: 401K SAFE, LLC MULTIPLE EMPLOYER 401(K) PLAN 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 filingYes
2016-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: 401K SAFE, LLC MULTIPLE EMPLOYER 401(K) PLAN 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: 401K SAFE, LLC MULTIPLE EMPLOYER 401(K) PLAN 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: 401K SAFE, LLC MULTIPLE EMPLOYER 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01First time form 5500 has been submittedYes
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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
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 number17960
Policy instance 1
Insurance contract or identification number17960
Number of Individuals Covered39
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $2,640
Total amount of fees paid to insurance companyUSD $2,466
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?Yes
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
Commission paid to Insurance BrokerUSD $2,640
Insurance broker organization code?4
Amount paid for insurance broker fees1795
Additional information about fees paid to insurance brokerTPA SUBSIDY
Insurance broker nameCOMPREHENSIVE ASSET MGMT
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number17960
Policy instance 1
Insurance contract or identification number17960
Number of Individuals Covered35
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $2,509
Total amount of fees paid to insurance companyUSD $2,334
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?Yes
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
Amount paid for insurance broker fees1706
Additional information about fees paid to insurance brokerTPA SUBSIDY
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $2,509
Insurance broker namePINNACLE FINANCIAL SERVICES
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number17960
Policy instance 1
Insurance contract or identification number17960
Number of Individuals Covered52
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $1,029
Total amount of fees paid to insurance companyUSD $2,142
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?Yes
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
Amount paid for insurance broker fees1489
Additional information about fees paid to insurance brokerTPA SUBSIDY
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $1,029
Insurance broker namePINNACLE FINANCIAL SERVICES

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