401k Plan data: PHILADELPHIAN UNION EMPLOYEES 401(K) PLAN plan

PHILADELPHIAN UNION EMPLOYEES 401(K) PLAN 401k Plan overview

Plan Name	PHILADELPHIAN UNION EMPLOYEES 401(K) PLAN
Plan identification number	001

PHILADELPHIAN UNION EMPLOYEES 401(K) PLAN Benefits

401k Plan Type

Defined 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.
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

PHILADELPHIAN OWNERS ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name: PHILADELPHIAN OWNERS ASSOCIATION

Employer identification number (EIN): 232148526

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PHILADELPHIAN UNION EMPLOYEES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-07-01
001 2021-07-01
001 2020-07-01
001 2019-07-01
001 2019-07-01
001 2018-07-01 SUSAN EPSTEIN 2020-01-23
001 2017-07-01 PHIL NOWLAN 2018-10-30
001 2016-07-01 PHIL NOWLAN 2017-10-20
001 2015-07-01 PHIL NOWLAN
001 2014-07-01 PHILIP NOWLAN
001 2013-07-01 PHILIP NOWLAN
001 2012-07-01 PHILIP NOWLAN
001 2011-07-01 PHILIP NOWLAN
001 2009-07-01 PHILIP NOWLAN

Plan Statistics for PHILADELPHIAN UNION EMPLOYEES 401(K) PLAN

401k plan membership statisitcs for PHILADELPHIAN UNION EMPLOYEES 401(K) PLAN

Measure Date Value
2015: PHILADELPHIAN UNION EMPLOYEES 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 43
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 44
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 5
Total of all active and inactive participants 2015-07-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 49
Number of participants with account balances 2015-07-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: PHILADELPHIAN UNION EMPLOYEES 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 49
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 43
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 5
Total of all active and inactive participants 2014-07-01 48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 48
Number of participants with account balances 2014-07-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: PHILADELPHIAN UNION EMPLOYEES 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 51
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 43
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 4
Total of all active and inactive participants 2013-07-01 47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 47
Number of participants with account balances 2013-07-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: PHILADELPHIAN UNION EMPLOYEES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 48
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 44
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 4
Total of all active and inactive participants 2012-07-01 48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 48
Number of participants with account balances 2012-07-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: PHILADELPHIAN UNION EMPLOYEES 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 47
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 38
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 5
Total of all active and inactive participants 2011-07-01 43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 43
Number of participants with account balances 2011-07-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2009: PHILADELPHIAN UNION EMPLOYEES 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 50
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 44
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 5
Total of all active and inactive participants 2009-07-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 49
Number of participants with account balances 2009-07-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0

Measure	Date	Value
2015: PHILADELPHIAN UNION EMPLOYEES 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	43
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	44
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	5
Total of all active and inactive participants	2015-07-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	49
Number of participants with account balances	2015-07-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: PHILADELPHIAN UNION EMPLOYEES 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	49
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	43
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	5
Total of all active and inactive participants	2014-07-01	48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	48
Number of participants with account balances	2014-07-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: PHILADELPHIAN UNION EMPLOYEES 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	51
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	43
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	4
Total of all active and inactive participants	2013-07-01	47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	47
Number of participants with account balances	2013-07-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: PHILADELPHIAN UNION EMPLOYEES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	48
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	44
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	4
Total of all active and inactive participants	2012-07-01	48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	48
Number of participants with account balances	2012-07-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: PHILADELPHIAN UNION EMPLOYEES 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	47
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	38
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	5
Total of all active and inactive participants	2011-07-01	43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	43
Number of participants with account balances	2011-07-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2009: PHILADELPHIAN UNION EMPLOYEES 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	50
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	44
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	5
Total of all active and inactive participants	2009-07-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	49
Number of participants with account balances	2009-07-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0

Financial Data on PHILADELPHIAN UNION EMPLOYEES 401(K) PLAN

Measure	Date	Value
2016 : PHILADELPHIAN UNION EMPLOYEES 401(K) PLAN 2016 401k financial data
Transfers to/from the plan	2016-06-30	$0
Total plan liabilities at beginning of year	2016-06-30	$0
Total income from all sources	2016-06-30	$54,650
Expenses. Total of all expenses incurred	2016-06-30	$54,641
Benefits paid (including direct rollovers)	2016-06-30	$50,117
Total plan assets at end of year	2016-06-30	$403,631
Total plan assets at beginning of year	2016-06-30	$403,622
Value of fidelity bond covering the plan	2016-06-30	$1,000,000
Total contributions received or receivable from participants	2016-06-30	$34,819
Expenses. Other expenses not covered elsewhere	2016-06-30	$4,524
Other income received	2016-06-30	$4,275
Net income (gross income less expenses)	2016-06-30	$9
Net plan assets at end of year (total assets less liabilities)	2016-06-30	$403,631
Net plan assets at beginning of year (total assets less liabilities)	2016-06-30	$403,622
Assets. Value of participant loans	2016-06-30	$22,332
Total contributions received or receivable from employer(s)	2016-06-30	$15,556
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
2015 : PHILADELPHIAN UNION EMPLOYEES 401(K) PLAN 2015 401k financial data
Transfers to/from the plan	2015-06-30	$0
Total plan liabilities at end of year	2015-06-30	$0
Total plan liabilities at beginning of year	2015-06-30	$0
Total income from all sources	2015-06-30	$48,185
Expenses. Total of all expenses incurred	2015-06-30	$19,074
Benefits paid (including direct rollovers)	2015-06-30	$13,935
Total plan assets at end of year	2015-06-30	$403,622
Total plan assets at beginning of year	2015-06-30	$374,511
Value of fidelity bond covering the plan	2015-06-30	$1,000,000
Total contributions received or receivable from participants	2015-06-30	$27,557
Expenses. Other expenses not covered elsewhere	2015-06-30	$0
Contributions received from other sources (not participants or employers)	2015-06-30	$0
Other income received	2015-06-30	$7,371
Noncash contributions received	2015-06-30	$0
Net income (gross income less expenses)	2015-06-30	$29,111
Net plan assets at end of year (total assets less liabilities)	2015-06-30	$403,622
Net plan assets at beginning of year (total assets less liabilities)	2015-06-30	$374,511
Assets. Value of participant loans	2015-06-30	$32,181
Total contributions received or receivable from employer(s)	2015-06-30	$13,257
Value of certain deemed distributions of participant loans	2015-06-30	$0
Value of corrective distributions	2015-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-06-30	$5,139
2014 : PHILADELPHIAN UNION EMPLOYEES 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-06-30	$0
Total plan liabilities at end of year	2014-06-30	$0
Total plan liabilities at beginning of year	2014-06-30	$0
Total income from all sources	2014-06-30	$71,835
Expenses. Total of all expenses incurred	2014-06-30	$17,827
Benefits paid (including direct rollovers)	2014-06-30	$13,651
Total plan assets at end of year	2014-06-30	$374,511
Total plan assets at beginning of year	2014-06-30	$320,503
Value of fidelity bond covering the plan	2014-06-30	$1,000,000
Total contributions received or receivable from participants	2014-06-30	$26,365
Expenses. Other expenses not covered elsewhere	2014-06-30	$0
Contributions received from other sources (not participants or employers)	2014-06-30	$0
Other income received	2014-06-30	$32,931
Noncash contributions received	2014-06-30	$0
Net income (gross income less expenses)	2014-06-30	$54,008
Net plan assets at end of year (total assets less liabilities)	2014-06-30	$374,511
Net plan assets at beginning of year (total assets less liabilities)	2014-06-30	$320,503
Assets. Value of participant loans	2014-06-30	$9,436
Total contributions received or receivable from employer(s)	2014-06-30	$12,539
Value of certain deemed distributions of participant loans	2014-06-30	$0
Value of corrective distributions	2014-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-06-30	$4,176
2013 : PHILADELPHIAN UNION EMPLOYEES 401(K) PLAN 2013 401k financial data
Total plan liabilities at beginning of year	2013-06-30	$0
Total income from all sources	2013-06-30	$58,818
Expenses. Total of all expenses incurred	2013-06-30	$23,175
Benefits paid (including direct rollovers)	2013-06-30	$19,498
Total plan assets at end of year	2013-06-30	$320,503
Total plan assets at beginning of year	2013-06-30	$284,860
Value of fidelity bond covering the plan	2013-06-30	$1,000,000
Total contributions received or receivable from participants	2013-06-30	$25,554
Expenses. Other expenses not covered elsewhere	2013-06-30	$0
Contributions received from other sources (not participants or employers)	2013-06-30	$0
Other income received	2013-06-30	$21,244
Noncash contributions received	2013-06-30	$0
Net income (gross income less expenses)	2013-06-30	$35,643
Net plan assets at end of year (total assets less liabilities)	2013-06-30	$320,503
Net plan assets at beginning of year (total assets less liabilities)	2013-06-30	$284,860
Assets. Value of participant loans	2013-06-30	$11,133
Total contributions received or receivable from employer(s)	2013-06-30	$12,020
Value of certain deemed distributions of participant loans	2013-06-30	$0
Value of corrective distributions	2013-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-06-30	$3,677
2012 : PHILADELPHIAN UNION EMPLOYEES 401(K) PLAN 2012 401k financial data
Transfers to/from the plan	2012-06-30	$0
Total plan liabilities at end of year	2012-06-30	$0
Total plan liabilities at beginning of year	2012-06-30	$0
Total income from all sources	2012-06-30	$36,080
Expenses. Total of all expenses incurred	2012-06-30	$18,584
Benefits paid (including direct rollovers)	2012-06-30	$15,377
Total plan assets at end of year	2012-06-30	$284,860
Total plan assets at beginning of year	2012-06-30	$267,364
Value of fidelity bond covering the plan	2012-06-30	$1,000,000
Total contributions received or receivable from participants	2012-06-30	$22,795
Expenses. Other expenses not covered elsewhere	2012-06-30	$0
Contributions received from other sources (not participants or employers)	2012-06-30	$0
Other income received	2012-06-30	$2,683
Noncash contributions received	2012-06-30	$0
Net income (gross income less expenses)	2012-06-30	$17,496
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$284,860
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$267,364
Assets. Value of participant loans	2012-06-30	$11,736
Total contributions received or receivable from employer(s)	2012-06-30	$10,602
Value of certain deemed distributions of participant loans	2012-06-30	$3,207
Value of corrective distributions	2012-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-06-30	$0
2011 : PHILADELPHIAN UNION EMPLOYEES 401(K) PLAN 2011 401k financial data
Transfers to/from the plan	2011-06-30	$0
Total plan liabilities at end of year	2011-06-30	$0
Total plan liabilities at beginning of year	2011-06-30	$0
Total income from all sources	2011-06-30	$60,295
Expenses. Total of all expenses incurred	2011-06-30	$30,102
Benefits paid (including direct rollovers)	2011-06-30	$27,364
Total plan assets at end of year	2011-06-30	$267,364
Total plan assets at beginning of year	2011-06-30	$237,171
Value of fidelity bond covering the plan	2011-06-30	$1,000,000
Total contributions received or receivable from participants	2011-06-30	$23,180
Expenses. Other expenses not covered elsewhere	2011-06-30	$0
Contributions received from other sources (not participants or employers)	2011-06-30	$0
Other income received	2011-06-30	$26,371
Noncash contributions received	2011-06-30	$0
Net income (gross income less expenses)	2011-06-30	$30,193
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$267,364
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$237,171
Assets. Value of participant loans	2011-06-30	$7,982
Total contributions received or receivable from employer(s)	2011-06-30	$10,744
Value of certain deemed distributions of participant loans	2011-06-30	$0
Value of corrective distributions	2011-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-06-30	$2,738

Form 5500 Responses for PHILADELPHIAN UNION EMPLOYEES 401(K) PLAN

2015: PHILADELPHIAN UNION EMPLOYEES 401(K) PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: PHILADELPHIAN UNION EMPLOYEES 401(K) PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: PHILADELPHIAN UNION EMPLOYEES 401(K) PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: PHILADELPHIAN UNION EMPLOYEES 401(K) PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: PHILADELPHIAN UNION EMPLOYEES 401(K) PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2009: PHILADELPHIAN UNION EMPLOYEES 401(K) PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

87267

Policy instance

Insurance contract or identification number	87267
Number of Individuals Covered	0
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
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?	Yes
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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
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
Other information about contract	GROUP VAR ANNUITY W/GUAR FUND
Insurance broker organization code?	4
Insurance broker name	LPL FINANCIAL CORPORATION

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

87267

Policy instance

Insurance contract or identification number	87267
Number of Individuals Covered	23
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $1,318
Total amount of fees paid to insurance company	USD $413
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	18
Additional information about fees paid to insurance broker	NON-MONETARY COMPENSATION TO SALES REP
Insurance broker organization code?	4
Commission paid to Insurance Broker	USD $1,318
Insurance broker name	LPL FINANCIAL CORPORATION

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

87267

Policy instance

Insurance contract or identification number	87267
Number of Individuals Covered	21
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $889
Total amount of fees paid to insurance company	USD $279
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $586
Amount paid for insurance broker fees	192
Additional information about fees paid to insurance broker	MARKETING ALLOWANCE AND NON-MONETARY COMPENSTION TO SALES REP
Insurance broker organization code?	4
Insurance broker name	LPL FINANCIAL CORPORATION

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

87267

Policy instance

Insurance contract or identification number	87267
Number of Individuals Covered	22
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $1,000
Total amount of fees paid to insurance company	USD $312
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,000
Amount paid for insurance broker fees	312
Additional information about fees paid to insurance broker	MARKETING ALLOWANCE AND NON-MONETARY OCMPENSATION TO SALES REP
Insurance broker organization code?	4
Insurance broker name	NFP SECURITIES, INC.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

87267

Policy instance

Insurance contract or identification number	87267
Number of Individuals Covered	21
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $910
Total amount of fees paid to insurance company	USD $304
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
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

87267

Policy instance

Insurance contract or identification number	87267
Number of Individuals Covered	22
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $853
Total amount of fees paid to insurance company	USD $264
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $853
Amount paid for insurance broker fees	264
Additional information about fees paid to insurance broker	MARKETING ALLOWANCE AND NON-MONETARY COMPENSATION TO SALES REP
Insurance broker organization code?	4
Insurance broker name	NFP SECURITIES, INC.

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Company Name:	PHILADELPHIAN OWNERS ASSOCIATION
Employer identification number (EIN):	232148526
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

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