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AMG RESOURCES PENSION PLAN FOR HOURLY EES (PGH, PA) 401k Plan overview

Plan NameAMG RESOURCES PENSION PLAN FOR HOURLY EES (PGH, PA)
Plan identification number 002

AMG RESOURCES PENSION PLAN FOR HOURLY EES (PGH, PA) Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • 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

AMG RESOURCES CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:AMG RESOURCES CORPORATION
Employer identification number (EIN):251566927
NAIC Classification:331200

Additional information about AMG RESOURCES CORPORATION

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 2152428

More information about AMG RESOURCES CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMG RESOURCES PENSION PLAN FOR HOURLY EES (PGH, PA)

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01CORMAC MCCARTHY2023-09-15
0022021-01-01CORMAC MCCARTHY2022-10-10
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01RONALD ZORN RONALD ZORN2018-09-28
0022016-01-01RONALD ZORN RONALD ZORN2017-09-26
0022015-01-01RONALD ZORN RONALD ZORN2016-09-26
0022014-01-01RONALD ZORN RONALD ZORN2015-08-28
0022013-01-01RONALD ZORN RONALD ZORN2014-09-10
0022012-01-01RONALD ZORN RONALD ZORN2013-08-15
0022011-01-01RONALD ZORN RONALD ZORN2012-08-10
0022009-01-01RONALD ZORN RONALD ZORN2010-09-22

Plan Statistics for AMG RESOURCES PENSION PLAN FOR HOURLY EES (PGH, PA)

401k plan membership statisitcs for AMG RESOURCES PENSION PLAN FOR HOURLY EES (PGH, PA)

Measure Date Value
2022: AMG RESOURCES PENSION PLAN FOR HOURLY EES (PGH, PA) 2022 401k membership
Market value of plan assets2022-12-31377,812
Acturial value of plan assets2022-12-31377,812
Funding target for retired participants and beneficiaries receiving payment2022-12-31157,382
Number of terminated vested participants2022-12-315
Fundng target for terminated vested participants2022-12-31301,682
Active participant vested funding target2022-12-310
Number of active participants2022-12-310
Total funding liabilities for active participants2022-12-310
Total participant count2022-12-3113
Total funding target for all participants2022-12-31459,064
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-31105,263
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-3198,931
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-310
Net shortfall amortization installment of oustanding balance2022-12-3181,252
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-317,509
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-317,509
Contributions allocatedtoward minimum required contributions for current year2022-12-3198,931
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-0113
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-013
Total of all active and inactive participants2022-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-016
Total participants2022-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: AMG RESOURCES PENSION PLAN FOR HOURLY EES (PGH, PA) 2021 401k membership
Market value of plan assets2021-12-31365,690
Acturial value of plan assets2021-12-31365,690
Funding target for retired participants and beneficiaries receiving payment2021-12-31188,638
Number of terminated vested participants2021-12-315
Fundng target for terminated vested participants2021-12-31156,069
Active participant vested funding target2021-12-310
Number of active participants2021-12-310
Total funding liabilities for active participants2021-12-310
Total participant count2021-12-3114
Total funding target for all participants2021-12-31344,707
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-310
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-0114
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-014
Total of all active and inactive participants2021-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-017
Total participants2021-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: AMG RESOURCES PENSION PLAN FOR HOURLY EES (PGH, PA) 2020 401k membership
Market value of plan assets2020-12-31345,728
Acturial value of plan assets2020-12-31345,728
Funding target for retired participants and beneficiaries receiving payment2020-12-31190,147
Number of terminated vested participants2020-12-315
Fundng target for terminated vested participants2020-12-31147,554
Active participant vested funding target2020-12-310
Number of active participants2020-12-310
Total funding liabilities for active participants2020-12-310
Total participant count2020-12-3114
Total funding target for all participants2020-12-31337,701
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-311
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-311
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-310
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-0114
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-015
Total of all active and inactive participants2020-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-017
Total participants2020-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: AMG RESOURCES PENSION PLAN FOR HOURLY EES (PGH, PA) 2019 401k membership
Market value of plan assets2019-12-31309,140
Acturial value of plan assets2019-12-31309,140
Funding target for retired participants and beneficiaries receiving payment2019-12-31172,362
Number of terminated vested participants2019-12-316
Fundng target for terminated vested participants2019-12-31181,934
Active participant vested funding target2019-12-310
Number of active participants2019-12-310
Total funding liabilities for active participants2019-12-310
Total participant count2019-12-3114
Total funding target for all participants2019-12-31354,296
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-317,496
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-317,338
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-310
Net shortfall amortization installment of oustanding balance2019-12-3145,156
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-317,337
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-317,337
Contributions allocatedtoward minimum required contributions for current year2019-12-317,338
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-0114
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-015
Total of all active and inactive participants2019-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-017
Total participants2019-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: AMG RESOURCES PENSION PLAN FOR HOURLY EES (PGH, PA) 2018 401k membership
Market value of plan assets2018-12-31470,758
Acturial value of plan assets2018-12-31470,758
Funding target for retired participants and beneficiaries receiving payment2018-12-31135,859
Number of terminated vested participants2018-12-3112
Fundng target for terminated vested participants2018-12-31285,017
Active participant vested funding target2018-12-310
Number of active participants2018-12-310
Total funding liabilities for active participants2018-12-310
Total participant count2018-12-3118
Total funding target for all participants2018-12-31420,876
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-310
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-0118
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-016
Total of all active and inactive participants2018-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-016
Total participants2018-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: AMG RESOURCES PENSION PLAN FOR HOURLY EES (PGH, PA) 2017 401k membership
Market value of plan assets2017-12-31461,288
Acturial value of plan assets2017-12-31461,288
Funding target for retired participants and beneficiaries receiving payment2017-12-31210,891
Number of terminated vested participants2017-12-3113
Fundng target for terminated vested participants2017-12-31273,854
Active participant vested funding target2017-12-310
Number of active participants2017-12-310
Total funding liabilities for active participants2017-12-310
Total participant count2017-12-3121
Total funding target for all participants2017-12-31484,745
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-3112,869
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3112,693
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-315,205
Net shortfall amortization installment of oustanding balance2017-12-3140,901
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3112,666
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-3112,666
Contributions allocatedtoward minimum required contributions for current year2017-12-3112,693
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-0121
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0112
Total of all active and inactive participants2017-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-015
Total participants2017-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: AMG RESOURCES PENSION PLAN FOR HOURLY EES (PGH, PA) 2016 401k membership
Market value of plan assets2016-12-31493,605
Acturial value of plan assets2016-12-31493,625
Funding target for retired participants and beneficiaries receiving payment2016-12-31249,937
Number of terminated vested participants2016-12-3115
Fundng target for terminated vested participants2016-12-31288,847
Active participant vested funding target2016-12-310
Number of active participants2016-12-310
Total funding liabilities for active participants2016-12-310
Total participant count2016-12-3124
Total funding target for all participants2016-12-31538,784
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-3113,793
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-3113,147
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-315,686
Net shortfall amortization installment of oustanding balance2016-12-3145,159
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-3113,147
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-3113,147
Contributions allocatedtoward minimum required contributions for current year2016-12-3113,147
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-0124
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-014
Number of other retired or separated participants entitled to future benefits2016-01-0113
Total of all active and inactive participants2016-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-014
Total participants2016-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: AMG RESOURCES PENSION PLAN FOR HOURLY EES (PGH, PA) 2015 401k membership
Total participants, beginning-of-year2015-01-0124
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-015
Number of other retired or separated participants entitled to future benefits2015-01-0115
Total of all active and inactive participants2015-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-014
Total participants2015-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: AMG RESOURCES PENSION PLAN FOR HOURLY EES (PGH, PA) 2014 401k membership
Total participants, beginning-of-year2014-01-0127
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-017
Number of other retired or separated participants entitled to future benefits2014-01-0115
Total of all active and inactive participants2014-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: AMG RESOURCES PENSION PLAN FOR HOURLY EES (PGH, PA) 2013 401k membership
Total participants, beginning-of-year2013-01-0131
Total number of active participants reported on line 7a of the Form 55002013-01-010
Number of retired or separated participants receiving benefits2013-01-018
Number of other retired or separated participants entitled to future benefits2013-01-0117
Total of all active and inactive participants2013-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: AMG RESOURCES PENSION PLAN FOR HOURLY EES (PGH, PA) 2012 401k membership
Total participants, beginning-of-year2012-01-0132
Total number of active participants reported on line 7a of the Form 55002012-01-010
Number of retired or separated participants receiving benefits2012-01-019
Number of other retired or separated participants entitled to future benefits2012-01-0120
Total of all active and inactive participants2012-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: AMG RESOURCES PENSION PLAN FOR HOURLY EES (PGH, PA) 2011 401k membership
Total participants, beginning-of-year2011-01-0135
Total number of active participants reported on line 7a of the Form 55002011-01-010
Number of retired or separated participants receiving benefits2011-01-019
Number of other retired or separated participants entitled to future benefits2011-01-0121
Total of all active and inactive participants2011-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: AMG RESOURCES PENSION PLAN FOR HOURLY EES (PGH, PA) 2009 401k membership
Total participants, beginning-of-year2009-01-0139
Total number of active participants reported on line 7a of the Form 55002009-01-010
Number of retired or separated participants receiving benefits2009-01-0112
Number of other retired or separated participants entitled to future benefits2009-01-0124
Total of all active and inactive participants2009-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on AMG RESOURCES PENSION PLAN FOR HOURLY EES (PGH, PA)

Measure Date Value
2022 : AMG RESOURCES PENSION PLAN FOR HOURLY EES (PGH, PA) 2022 401k financial data
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$47,109
Expenses. Total of all expenses incurred2022-12-31$198,122
Benefits paid (including direct rollovers)2022-12-31$198,122
Total plan assets at end of year2022-12-31$226,799
Total plan assets at beginning of year2022-12-31$377,812
Value of fidelity bond covering the plan2022-12-31$500,000
Other income received2022-12-31$-58,154
Net income (gross income less expenses)2022-12-31$-151,013
Net plan assets at end of year (total assets less liabilities)2022-12-31$226,799
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$377,812
Total contributions received or receivable from employer(s)2022-12-31$105,263
2021 : AMG RESOURCES PENSION PLAN FOR HOURLY EES (PGH, PA) 2021 401k financial data
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$30,027
Expenses. Total of all expenses incurred2021-12-31$17,905
Benefits paid (including direct rollovers)2021-12-31$17,905
Total plan assets at end of year2021-12-31$377,812
Total plan assets at beginning of year2021-12-31$365,690
Value of fidelity bond covering the plan2021-12-31$500,000
Other income received2021-12-31$30,027
Net income (gross income less expenses)2021-12-31$12,122
Net plan assets at end of year (total assets less liabilities)2021-12-31$377,812
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$365,690
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : AMG RESOURCES PENSION PLAN FOR HOURLY EES (PGH, PA) 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$37,867
Expenses. Total of all expenses incurred2020-12-31$17,905
Benefits paid (including direct rollovers)2020-12-31$17,905
Total plan assets at end of year2020-12-31$365,690
Total plan assets at beginning of year2020-12-31$345,728
Value of fidelity bond covering the plan2020-12-31$50,000
Other income received2020-12-31$37,867
Net income (gross income less expenses)2020-12-31$19,962
Net plan assets at end of year (total assets less liabilities)2020-12-31$365,690
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$345,728
Total contributions received or receivable from employer(s)2020-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : AMG RESOURCES PENSION PLAN FOR HOURLY EES (PGH, PA) 2019 401k financial data
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$54,462
Expenses. Total of all expenses incurred2019-12-31$17,874
Benefits paid (including direct rollovers)2019-12-31$17,874
Total plan assets at end of year2019-12-31$345,728
Total plan assets at beginning of year2019-12-31$309,140
Value of fidelity bond covering the plan2019-12-31$50,000
Other income received2019-12-31$46,966
Net income (gross income less expenses)2019-12-31$36,588
Net plan assets at end of year (total assets less liabilities)2019-12-31$345,728
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$309,140
Total contributions received or receivable from employer(s)2019-12-31$7,496
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : AMG RESOURCES PENSION PLAN FOR HOURLY EES (PGH, PA) 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-25,739
Expenses. Total of all expenses incurred2018-12-31$135,879
Benefits paid (including direct rollovers)2018-12-31$129,654
Total plan assets at end of year2018-12-31$309,140
Total plan assets at beginning of year2018-12-31$470,758
Value of fidelity bond covering the plan2018-12-31$500,000
Other income received2018-12-31$-25,739
Net income (gross income less expenses)2018-12-31$-161,618
Net plan assets at end of year (total assets less liabilities)2018-12-31$309,140
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$470,758
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$6,225
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : AMG RESOURCES PENSION PLAN FOR HOURLY EES (PGH, PA) 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$51,235
Expenses. Total of all expenses incurred2017-12-31$41,765
Benefits paid (including direct rollovers)2017-12-31$35,594
Total plan assets at end of year2017-12-31$470,758
Total plan assets at beginning of year2017-12-31$461,288
Value of fidelity bond covering the plan2017-12-31$500,000
Other income received2017-12-31$38,366
Net income (gross income less expenses)2017-12-31$9,470
Net plan assets at end of year (total assets less liabilities)2017-12-31$470,758
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$461,288
Total contributions received or receivable from employer(s)2017-12-31$12,869
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$6,171
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : AMG RESOURCES PENSION PLAN FOR HOURLY EES (PGH, PA) 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$44,943
Expenses. Total of all expenses incurred2016-12-31$77,280
Benefits paid (including direct rollovers)2016-12-31$72,075
Total plan assets at end of year2016-12-31$461,288
Total plan assets at beginning of year2016-12-31$493,625
Value of fidelity bond covering the plan2016-12-31$500,000
Other income received2016-12-31$31,150
Net income (gross income less expenses)2016-12-31$-32,337
Net plan assets at end of year (total assets less liabilities)2016-12-31$461,288
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$493,625
Total contributions received or receivable from employer(s)2016-12-31$13,793
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$5,205
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : AMG RESOURCES PENSION PLAN FOR HOURLY EES (PGH, PA) 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$-44,336
Expenses. Total of all expenses incurred2015-12-31$41,427
Benefits paid (including direct rollovers)2015-12-31$35,741
Total plan assets at end of year2015-12-31$493,625
Total plan assets at beginning of year2015-12-31$579,388
Value of fidelity bond covering the plan2015-12-31$500,000
Other income received2015-12-31$-44,336
Net income (gross income less expenses)2015-12-31$-85,763
Net plan assets at end of year (total assets less liabilities)2015-12-31$493,625
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$579,388
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$5,686
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : AMG RESOURCES PENSION PLAN FOR HOURLY EES (PGH, PA) 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$46,902
Expenses. Total of all expenses incurred2014-12-31$86,845
Benefits paid (including direct rollovers)2014-12-31$81,116
Total plan assets at end of year2014-12-31$579,388
Total plan assets at beginning of year2014-12-31$619,331
Value of fidelity bond covering the plan2014-12-31$500,000
Other income received2014-12-31$40,088
Net income (gross income less expenses)2014-12-31$-39,943
Net plan assets at end of year (total assets less liabilities)2014-12-31$579,388
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$619,331
Total contributions received or receivable from employer(s)2014-12-31$6,814
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$5,729
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : AMG RESOURCES PENSION PLAN FOR HOURLY EES (PGH, PA) 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$73,211
Expenses. Total of all expenses incurred2013-12-31$179,383
Benefits paid (including direct rollovers)2013-12-31$173,208
Total plan assets at end of year2013-12-31$619,331
Total plan assets at beginning of year2013-12-31$725,503
Value of fidelity bond covering the plan2013-12-31$500,000
Other income received2013-12-31$73,211
Net income (gross income less expenses)2013-12-31$-106,172
Net plan assets at end of year (total assets less liabilities)2013-12-31$619,331
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$725,503
Total contributions received or receivable from employer(s)2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$6,175
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : AMG RESOURCES PENSION PLAN FOR HOURLY EES (PGH, PA) 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$34,117
Total income from all sources2012-12-31$27,998
Expenses. Total of all expenses incurred2012-12-31$71,894
Benefits paid (including direct rollovers)2012-12-31$65,637
Total plan assets at end of year2012-12-31$725,503
Total plan assets at beginning of year2012-12-31$803,516
Value of fidelity bond covering the plan2012-12-31$500,000
Other income received2012-12-31$18,993
Net income (gross income less expenses)2012-12-31$-43,896
Net plan assets at end of year (total assets less liabilities)2012-12-31$725,503
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$769,399
Total contributions received or receivable from employer(s)2012-12-31$9,005
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$6,257
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : AMG RESOURCES PENSION PLAN FOR HOURLY EES (PGH, PA) 2011 401k financial data
Total plan liabilities at end of year2011-12-31$34,117
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$99,383
Expenses. Total of all expenses incurred2011-12-31$137,125
Benefits paid (including direct rollovers)2011-12-31$132,710
Total plan assets at end of year2011-12-31$803,516
Total plan assets at beginning of year2011-12-31$807,141
Value of fidelity bond covering the plan2011-12-31$500,000
Noncash contributions received2011-12-31$94,883
Net income (gross income less expenses)2011-12-31$-37,742
Net plan assets at end of year (total assets less liabilities)2011-12-31$769,399
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$807,141
Total contributions received or receivable from employer(s)2011-12-31$4,500
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$4,415
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : AMG RESOURCES PENSION PLAN FOR HOURLY EES (PGH, PA) 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$95,823
Expenses. Total of all expenses incurred2010-12-31$46,304
Benefits paid (including direct rollovers)2010-12-31$44,190
Total plan assets at end of year2010-12-31$807,141
Total plan assets at beginning of year2010-12-31$757,622
Value of fidelity bond covering the plan2010-12-31$500,000
Other income received2010-12-31$92,687
Net income (gross income less expenses)2010-12-31$49,519
Net plan assets at end of year (total assets less liabilities)2010-12-31$807,141
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$757,622
Total contributions received or receivable from employer(s)2010-12-31$3,136
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$2,114
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : AMG RESOURCES PENSION PLAN FOR HOURLY EES (PGH, PA) 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for AMG RESOURCES PENSION PLAN FOR HOURLY EES (PGH, PA)

2022: AMG RESOURCES PENSION PLAN FOR HOURLY EES (PGH, PA) 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: AMG RESOURCES PENSION PLAN FOR HOURLY EES (PGH, PA) 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: AMG RESOURCES PENSION PLAN FOR HOURLY EES (PGH, PA) 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: AMG RESOURCES PENSION PLAN FOR HOURLY EES (PGH, PA) 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: AMG RESOURCES PENSION PLAN FOR HOURLY EES (PGH, PA) 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: AMG RESOURCES PENSION PLAN FOR HOURLY EES (PGH, PA) 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: AMG RESOURCES PENSION PLAN FOR HOURLY EES (PGH, PA) 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 filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
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: AMG RESOURCES PENSION PLAN FOR HOURLY EES (PGH, PA) 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: AMG RESOURCES PENSION PLAN FOR HOURLY EES (PGH, PA) 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: AMG RESOURCES PENSION PLAN FOR HOURLY EES (PGH, PA) 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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
2012: AMG RESOURCES PENSION PLAN FOR HOURLY EES (PGH, PA) 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: AMG RESOURCES PENSION PLAN FOR HOURLY EES (PGH, PA) 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: AMG RESOURCES PENSION PLAN FOR HOURLY EES (PGH, PA) 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan 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 numberGP 65141
Policy instance 1
Insurance contract or identification numberGP 65141
Number of Individuals Covered9
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $107
Total amount of fees paid to insurance companyUSD $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 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 $107
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMPENSATION TO SALES REP.
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP 65141
Policy instance 1
Insurance contract or identification numberGP 65141
Number of Individuals Covered8
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $94
Total amount of fees paid to insurance companyUSD $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 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 $94
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMPENSATION TO SALES REP.
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP 65141
Policy instance 1
Insurance contract or identification numberGP 65141
Number of Individuals Covered8
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $87
Total amount of fees paid to insurance companyUSD $0
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 BrokerUSD $87
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMPENSATION TO SALES REP.
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP-65141
Policy instance 1
Insurance contract or identification numberGP-65141
Number of Individuals Covered8
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $101
Total amount of fees paid to insurance companyUSD $4
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $101
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMPENSATION TO SALES REP.
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP-65141
Policy instance 1
Insurance contract or identification numberGP-65141
Number of Individuals Covered7
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $87
Total amount of fees paid to insurance companyUSD $0
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 BrokerUSD $87
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMPENSATION TO SALES REP.
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP-65141
Policy instance 1
Insurance contract or identification numberGP-65141
Number of Individuals Covered7
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $170
Total amount of fees paid to insurance companyUSD $0
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 BrokerUSD $170
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMPENSATION TO SALES REP.
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP-65141
Policy instance 1
Insurance contract or identification numberGP-65141
Number of Individuals Covered10
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $220
Total amount of fees paid to insurance companyUSD $39
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?Yes
Commission paid to Insurance BrokerUSD $220
Amount paid for insurance broker fees30
Additional information about fees paid to insurance brokerCOMPENSATION TO SALES REP.
Insurance broker organization code?4
Insurance broker nameW&W ACTUARIAL SERVICES, INC.
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP-65141
Policy instance 1
Insurance contract or identification numberGP-65141
Number of Individuals Covered10
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $189
Total amount of fees paid to insurance companyUSD $54
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $189
Amount paid for insurance broker fees36
Additional information about fees paid to insurance brokerCOMPENSATION TO SALES REP.
Insurance broker organization code?4
Insurance broker nameW&W ACTUARIAL SERVICES, INC.
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP-65141
Policy instance 1
Insurance contract or identification numberGP-65141
Number of Individuals Covered10
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $309
Total amount of fees paid to insurance companyUSD $31
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 BrokerUSD $309
Amount paid for insurance broker fees25
Additional information about fees paid to insurance brokerCOMPENSATION TO SALES REP
Insurance broker organization code?4
Insurance broker nameW&W ACTUARIAL SERVICES, INC.
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP-65141
Policy instance 1
Insurance contract or identification numberGP-65141
Number of Individuals Covered31
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $528
Total amount of fees paid to insurance companyUSD $180
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $528
Amount paid for insurance broker fees26
Additional information about fees paid to insurance brokerCOMPENSATION TO SALES REP
Insurance broker organization code?4
Insurance broker nameW&W ACTUARIAL SERVICES, INC.
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP-65141
Policy instance 1
Insurance contract or identification numberGP-65141
Number of Individuals Covered32
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $853
Total amount of fees paid to insurance companyUSD $88
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP-65141
Policy instance 1
Insurance contract or identification numberGP-65141
Number of Individuals Covered35
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $980
Total amount of fees paid to insurance companyUSD $161
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $980
Amount paid for insurance broker fees161
Additional information about fees paid to insurance brokerFINANCIAL ADVISOR
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS

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