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WOODLAND CENTERS, INC. 403(B) PLAN 401k Plan overview

Plan NameWOODLAND CENTERS, INC. 403(B) PLAN
Plan identification number 001

WOODLAND CENTERS, INC. 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

WOODLAND CENTERS, INC. has sponsored the creation of one or more 401k plans.

Company Name:WOODLAND CENTERS, INC.
Employer identification number (EIN):310840780
NAIC Classification:621420
NAIC Description:Outpatient Mental Health and Substance Abuse Centers

Additional information about WOODLAND CENTERS, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1974-01-11
Company Identification Number: 448457
Legal Registered Office Address: 3086 STATE ROUTE 160
-
GALLIPOLIS
United States of America (USA)
45631

More information about WOODLAND CENTERS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WOODLAND CENTERS, INC. 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01KEVAN MOCK
0012017-01-01KEVAN MOCK
0012016-01-01KEVAN MOCK
0012015-01-01KEVAN MOCK
0012015-01-01KEVAN MOCK
0012014-01-01KEVAN MOCK
0012014-01-01KEVAN MOCK
0012014-01-01KEVAN MOCK
0012013-01-01KEVAN MOCK
0012012-01-01KEVAN MOCK KEVAN MOCK2013-10-09
0012011-01-01KEVAN MOCK KEVAN MOCK2013-01-28
0012010-01-01KEVAN MOCK2011-09-19

Plan Statistics for WOODLAND CENTERS, INC. 403(B) PLAN

401k plan membership statisitcs for WOODLAND CENTERS, INC. 403(B) PLAN

Measure Date Value
2018: WOODLAND CENTERS, INC. 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01132
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-010
Total participants2018-01-010
2017: WOODLAND CENTERS, INC. 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01156
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-018
Number of other retired or separated participants entitled to future benefits2017-01-01125
Total of all active and inactive participants2017-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01133
Number of participants with account balances2017-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: WOODLAND CENTERS, INC. 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01165
Total number of active participants reported on line 7a of the Form 55002016-01-01124
Number of other retired or separated participants entitled to future benefits2016-01-0132
Total of all active and inactive participants2016-01-01156
Total participants2016-01-01156
Number of participants with account balances2016-01-01112
2015: WOODLAND CENTERS, INC. 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01154
Total number of active participants reported on line 7a of the Form 55002015-01-01120
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0145
Total of all active and inactive participants2015-01-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01165
Number of participants with account balances2015-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: WOODLAND CENTERS, INC. 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01143
Total number of active participants reported on line 7a of the Form 55002014-01-01111
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0143
Total of all active and inactive participants2014-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01154
Number of participants with account balances2014-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: WOODLAND CENTERS, INC. 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01132
Total number of active participants reported on line 7a of the Form 55002013-01-0194
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0147
Total of all active and inactive participants2013-01-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01141
Number of participants with account balances2013-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: WOODLAND CENTERS, INC. 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01164
Total number of active participants reported on line 7a of the Form 55002012-01-0186
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0145
Total of all active and inactive participants2012-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01131
Number of participants with account balances2012-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: WOODLAND CENTERS, INC. 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01161
Total number of active participants reported on line 7a of the Form 55002011-01-0195
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0169
Total of all active and inactive participants2011-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01164
Number of participants with account balances2011-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on WOODLAND CENTERS, INC. 403(B) PLAN

Measure Date Value
2018 : WOODLAND CENTERS, INC. 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-07-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-07-31$0
Total income from all sources (including contributions)2018-07-31$2,948
Total loss/gain on sale of assets2018-07-31$0
Total of all expenses incurred2018-07-31$1,053,253
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-07-31$1,053,253
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-07-31$2,948
Value of total assets at end of year2018-07-31$0
Value of total assets at beginning of year2018-07-31$1,050,305
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-07-31$0
Total interest from all sources2018-07-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-07-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-07-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2018-07-31$0
Was this plan covered by a fidelity bond2018-07-31Yes
Value of fidelity bond cover2018-07-31$500,000
If this is an individual account plan, was there a blackout period2018-07-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-07-31$0
Were there any nonexempt tranactions with any party-in-interest2018-07-31No
Contributions received from participants2018-07-31$1,424
Participant contributions at end of year2018-07-31$0
Participant contributions at beginning of year2018-07-31$5,209
Participant contributions at end of year2018-07-31$0
Participant contributions at beginning of year2018-07-31$0
Assets. Loans (other than to participants) at end of year2018-07-31$0
Assets. Loans (other than to participants) at beginning of year2018-07-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-07-31No
Value of net income/loss2018-07-31$-1,050,305
Value of net assets at end of year (total assets less liabilities)2018-07-31$0
Value of net assets at beginning of year (total assets less liabilities)2018-07-31$1,050,305
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-07-31No
Were any leases to which the plan was party in default or uncollectible2018-07-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-07-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-07-31$781,568
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-07-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-07-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-07-31$263,528
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-07-31No
Was there a failure to transmit to the plan any participant contributions2018-07-31No
Has the plan failed to provide any benefit when due under the plan2018-07-31No
Contributions received in cash from employer2018-07-31$1,524
Employer contributions (assets) at end of year2018-07-31$0
Employer contributions (assets) at beginning of year2018-07-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-07-31$1,053,253
Did the plan have assets held for investment2018-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-07-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-07-31Yes
Opinion of an independent qualified public accountant for this plan2018-07-31Disclaimer
Accountancy firm name2018-07-31WHITED SEIGNEUR SAMS & RAHE CPAS LL
Accountancy firm EIN2018-07-31310962125
2017 : WOODLAND CENTERS, INC. 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$221,021
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$138,820
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$138,370
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$113,412
Value of total assets at end of year2017-12-31$1,050,599
Value of total assets at beginning of year2017-12-31$968,398
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$450
Total interest from all sources2017-12-31$107,609
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$70,342
Participant contributions at end of year2017-12-31$5,209
Participant contributions at beginning of year2017-12-31$0
Assets. Loans (other than to participants) at end of year2017-12-31$0
Assets. Loans (other than to participants) at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$82,201
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,050,599
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$968,398
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$781,862
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$651,577
Interest on participant loans2017-12-31$253
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$107,356
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$263,528
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$316,821
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$43,070
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$138,370
Contract administrator fees2017-12-31$450
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WHITED SEIGNEUR SAMS & RAHE CPAS LL
Accountancy firm EIN2017-12-31310962125
2016 : WOODLAND CENTERS, INC. 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$184,282
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$276,245
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$274,704
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$122,107
Value of total assets at end of year2016-12-31$968,398
Value of total assets at beginning of year2016-12-31$1,060,361
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,541
Total interest from all sources2016-12-31$20,198
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$78,247
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$5,998
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$36
Other income not declared elsewhere2016-12-31$847
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-91,963
Value of net assets at end of year (total assets less liabilities)2016-12-31$968,398
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,060,361
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$651,577
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$395,648
Interest earned on other investments2016-12-31$20,198
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$316,821
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$658,715
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$41,130
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$43,824
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$274,704
Contract administrator fees2016-12-31$1,541
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WHITED SEIGNEUR SAMS & RAHE CPAS LL
Accountancy firm EIN2016-12-31310962125
2015 : WOODLAND CENTERS, INC. 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$114,981
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$73,908
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$72,521
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$106,955
Value of total assets at end of year2015-12-31$1,060,361
Value of total assets at beginning of year2015-12-31$1,019,288
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,387
Total interest from all sources2015-12-31$11,346
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$9,238
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$9,238
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$69,898
Participant contributions at end of year2015-12-31$5,998
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$897
Assets. Loans (other than to participants) at end of year2015-12-31$0
Assets. Loans (other than to participants) at beginning of year2015-12-31$5,129
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$41,073
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,060,361
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,019,288
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$395,648
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$376,409
Interest earned on other investments2015-12-31$11,346
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$658,715
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$637,750
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-12,558
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$36,160
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$72,521
Contract administrator fees2015-12-31$1,387
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WHITED SEIGNEUR SAMS & RAHE CPAS LL
Accountancy firm EIN2015-12-31310962125
2014 : WOODLAND CENTERS, INC. 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$122,539
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$163,813
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$162,410
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$73,731
Value of total assets at end of year2014-12-31$1,019,288
Value of total assets at beginning of year2014-12-31$1,060,562
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,403
Total interest from all sources2014-12-31$23,608
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$16,850
Assets. Loans (other than to participants) at end of year2014-12-31$5,129
Assets. Loans (other than to participants) at beginning of year2014-12-31$24,380
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-41,274
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,019,288
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,060,562
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$376,409
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$403,454
Interest earned on other investments2014-12-31$23,608
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$637,750
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$632,728
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$25,200
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$56,881
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$162,410
Contract administrator fees2014-12-31$1,403
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WHITE SEIGNEUR SAMS & RAHE CPAS LLP
Accountancy firm EIN2014-12-31310962125
2013 : WOODLAND CENTERS, INC. 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$156,409
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$129,797
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$128,393
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$55,562
Value of total assets at end of year2013-12-31$1,060,562
Value of total assets at beginning of year2013-12-31$1,033,950
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,404
Total interest from all sources2013-12-31$20,845
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$37,338
Assets. Loans (other than to participants) at end of year2013-12-31$24,380
Assets. Loans (other than to participants) at beginning of year2013-12-31$38,190
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$26,612
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,060,562
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,033,950
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$403,454
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$334,207
Interest earned on other investments2013-12-31$20,845
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$632,728
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$661,553
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$80,002
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$18,224
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$128,393
Contract administrator fees2013-12-31$1,404
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WHITE SEIGNEUR SAMS & RAHE CPAS LLP
Accountancy firm EIN2013-12-31310962125
2012 : WOODLAND CENTERS, INC. 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$120,390
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$103,312
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$101,989
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$61,729
Value of total assets at end of year2012-12-31$1,033,950
Value of total assets at beginning of year2012-12-31$1,016,872
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,323
Total interest from all sources2012-12-31$22,154
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$46,899
Assets. Loans (other than to participants) at end of year2012-12-31$38,190
Assets. Loans (other than to participants) at beginning of year2012-12-31$46,409
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$17,078
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,033,950
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,016,872
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$334,207
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$319,976
Interest earned on other investments2012-12-31$22,154
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$661,553
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$650,487
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$36,507
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$14,830
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$101,989
Contract administrator fees2012-12-31$1,323
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WHITE SEIGNEUR SAMS & RAHE CPAS LLP
Accountancy firm EIN2012-12-31310962125
2011 : WOODLAND CENTERS, INC. 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$100,315
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$114,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$112,517
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$91,934
Value of total assets at end of year2011-12-31$1,016,872
Value of total assets at beginning of year2011-12-31$1,030,710
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,636
Total interest from all sources2011-12-31$22,985
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$56,513
Assets. Loans (other than to participants) at end of year2011-12-31$46,409
Assets. Loans (other than to participants) at beginning of year2011-12-31$22,474
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-13,838
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,016,872
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,030,710
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$319,976
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$321,508
Interest earned on other investments2011-12-31$22,985
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$650,487
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$686,728
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-14,604
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$35,421
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$112,517
Contract administrator fees2011-12-31$1,636
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WHITE SEIGNEUR SAMS & RAHE CPAS LLP
Accountancy firm EIN2011-12-31310962125

Form 5500 Responses for WOODLAND CENTERS, INC. 403(B) PLAN

2018: WOODLAND CENTERS, INC. 403(B) PLAN 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 filingYes
2018-01-01This return/report is a short plan year return/report (less than 12 months)Yes
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: WOODLAND CENTERS, INC. 403(B) PLAN 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: WOODLAND CENTERS, INC. 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final 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: WOODLAND CENTERS, INC. 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WOODLAND CENTERS, INC. 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WOODLAND CENTERS, INC. 403(B) PLAN 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: WOODLAND CENTERS, INC. 403(B) PLAN 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: WOODLAND CENTERS, INC. 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR18203
Policy instance 1
Insurance contract or identification numberCR18203
Number of Individuals Covered15
Insurance policy start date2018-01-01
Insurance policy end date2018-07-31
Total amount of commissions paid to insurance brokerUSD $304
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?Yes
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 $304
Insurance broker organization code?4
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberW00D000H00RF
Policy instance 2
Insurance contract or identification numberW00D000H00RF
Number of Individuals Covered133
Insurance policy start date2016-01-01
Insurance policy end date2016-12-31
Total amount of commissions paid to insurance brokerUSD $1,561
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?Yes
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 $1,561
Insurance broker organization code?4
Insurance broker nameLINCOLN INVESTMENT PLANNING
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR18203
Policy instance 1
Insurance contract or identification numberCR18203
Number of Individuals Covered133
Insurance policy start date2016-01-01
Insurance policy end date2016-12-31
Total amount of commissions paid to insurance brokerUSD $1,561
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 $1,561
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberW00D000H00RF
Policy instance 2
Insurance contract or identification numberW00D000H00RF
Number of Individuals Covered47
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $1,731
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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 $1,731
Insurance broker organization code?4
Insurance broker nameLINCOLN INVESTMENT PLANNING
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR18203
Policy instance 1
Insurance contract or identification numberCR18203
Number of Individuals Covered26
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $2,422
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,422
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberW00D000H00RF
Policy instance 2
Insurance contract or identification numberW00D000H00RF
Number of Individuals Covered76
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $2,799
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,799
Insurance broker organization code?4
Insurance broker nameLINCOLN INVESTMENT PLANNING
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR18203
Policy instance 1
Insurance contract or identification numberCR18203
Number of Individuals Covered28
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $1,742
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,742
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberW00D000H00RF
Policy instance 2
Insurance contract or identification numberW00D000H00RF
Number of Individuals Covered72
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $1,753
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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 $1,753
Insurance broker organization code?4
Insurance broker nameLINCOLN INVESTMENT PLANNING
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR18203
Policy instance 1
Insurance contract or identification numberCR18203
Number of Individuals Covered31
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $1,180
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,180
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberW00D000H00RF
Policy instance 2
Insurance contract or identification numberW00D000H00RF
Number of Individuals Covered64
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $1,988
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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 $1,988
Insurance broker organization code?4
Insurance broker nameLINCOLN INVESTMENT PLANNING
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR18203
Policy instance 1
Insurance contract or identification numberCR18203
Number of Individuals Covered32
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $1,936
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,936
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 numberCR18203
Policy instance 1
Insurance contract or identification numberCR18203
Number of Individuals Covered34
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $1,519
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberW00D000G00RF
Policy instance 2
Insurance contract or identification numberW00D000G00RF
Number of Individuals Covered92
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $3,143
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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

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