?>
Logo

E-CON-O-WISE RENTAL, INC. RETIREMENT BENEFIT PLAN 401k Plan overview

Plan NameE-CON-O-WISE RENTAL, INC. RETIREMENT BENEFIT PLAN
Plan identification number 001

E-CON-O-WISE RENTAL, INC. RETIREMENT BENEFIT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

E-CON-O-WISE RENTAL, INC. has sponsored the creation of one or more 401k plans.

Company Name:E-CON-O-WISE RENTAL, INC.
Employer identification number (EIN):341161143
NAIC Classification:532310
NAIC Description:General Rental Centers

Additional information about E-CON-O-WISE RENTAL, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1975-03-21
Company Identification Number: 464581
Legal Registered Office Address: 781 READING RD
-
MASON
United States of America (USA)
45040

More information about E-CON-O-WISE RENTAL, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan E-CON-O-WISE RENTAL, INC. RETIREMENT BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01GARY BEHYMER
0012016-10-01GARY BEHYMER

Plan Statistics for E-CON-O-WISE RENTAL, INC. RETIREMENT BENEFIT PLAN

401k plan membership statisitcs for E-CON-O-WISE RENTAL, INC. RETIREMENT BENEFIT PLAN

Measure Date Value
2022: E-CON-O-WISE RENTAL, INC. RETIREMENT BENEFIT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-019
Total number of active participants reported on line 7a of the Form 55002022-01-016
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-011
Total of all active and inactive participants2022-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-017
Number of participants with account balances2022-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: E-CON-O-WISE RENTAL, INC. RETIREMENT BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-019
Total number of active participants reported on line 7a of the Form 55002021-01-016
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-013
Total of all active and inactive participants2021-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-019
Number of participants with account balances2021-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: E-CON-O-WISE RENTAL, INC. RETIREMENT BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-018
Total number of active participants reported on line 7a of the Form 55002020-01-018
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-011
Total of all active and inactive participants2020-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-019
Number of participants with account balances2020-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: E-CON-O-WISE RENTAL, INC. RETIREMENT BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-019
Total number of active participants reported on line 7a of the Form 55002019-01-017
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011
Total of all active and inactive participants2019-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-018
Number of participants with account balances2019-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: E-CON-O-WISE RENTAL, INC. RETIREMENT BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-019
Total number of active participants reported on line 7a of the Form 55002018-01-018
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-019
Number of participants with account balances2018-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: E-CON-O-WISE RENTAL, INC. RETIREMENT BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-017
Total number of active participants reported on line 7a of the Form 55002017-01-018
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-019
Number of participants with account balances2017-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: E-CON-O-WISE RENTAL, INC. RETIREMENT BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-017
Total number of active participants reported on line 7a of the Form 55002016-10-017
Number of retired or separated participants receiving benefits2016-10-010
Number of other retired or separated participants entitled to future benefits2016-10-010
Total of all active and inactive participants2016-10-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-017
Number of participants with account balances2016-10-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-010

Financial Data on E-CON-O-WISE RENTAL, INC. RETIREMENT BENEFIT PLAN

Measure Date Value
2022 : E-CON-O-WISE RENTAL, INC. RETIREMENT BENEFIT PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$2
Total income from all sources2022-12-31$-12,701
Expenses. Total of all expenses incurred2022-12-31$28,697
Benefits paid (including direct rollovers)2022-12-31$23,334
Total plan assets at end of year2022-12-31$1,209,105
Total plan assets at beginning of year2022-12-31$1,250,505
Value of fidelity bond covering the plan2022-12-31$200,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$39,693
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-66,223
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-41,398
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,209,105
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,250,503
Assets. Value of participant loans2022-12-31$39,594
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$13,829
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$5,363
2021 : E-CON-O-WISE RENTAL, INC. RETIREMENT BENEFIT PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$2
Total plan liabilities at beginning of year2021-12-31$3
Total income from all sources2021-12-31$147,306
Expenses. Total of all expenses incurred2021-12-31$5,236
Benefits paid (including direct rollovers)2021-12-31$0
Total plan assets at end of year2021-12-31$1,250,505
Total plan assets at beginning of year2021-12-31$1,108,436
Value of fidelity bond covering the plan2021-12-31$200,000
Total contributions received or receivable from participants2021-12-31$40,924
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$91,527
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$142,070
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,250,503
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,108,433
Assets. Value of participant loans2021-12-31$52,485
Total contributions received or receivable from employer(s)2021-12-31$14,855
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$5,236
2020 : E-CON-O-WISE RENTAL, INC. RETIREMENT BENEFIT PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$3
Total plan liabilities at beginning of year2020-12-31$2
Total income from all sources2020-12-31$117,823
Expenses. Total of all expenses incurred2020-12-31$212,086
Benefits paid (including direct rollovers)2020-12-31$207,255
Total plan assets at end of year2020-12-31$1,108,436
Total plan assets at beginning of year2020-12-31$1,202,698
Value of fidelity bond covering the plan2020-12-31$200,000
Total contributions received or receivable from participants2020-12-31$41,300
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$61,373
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$-94,263
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,108,433
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,202,696
Assets. Value of participant loans2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$15,150
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$4,831
2019 : E-CON-O-WISE RENTAL, INC. RETIREMENT BENEFIT PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$2
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$162,431
Expenses. Total of all expenses incurred2019-12-31$5,056
Benefits paid (including direct rollovers)2019-12-31$0
Total plan assets at end of year2019-12-31$1,202,698
Total plan assets at beginning of year2019-12-31$1,045,321
Value of fidelity bond covering the plan2019-12-31$200,000
Total contributions received or receivable from participants2019-12-31$41,798
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$105,390
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$157,375
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,202,696
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,045,321
Assets. Value of participant loans2019-12-31$3,435
Total contributions received or receivable from employer(s)2019-12-31$15,243
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$5,056
2018 : E-CON-O-WISE RENTAL, INC. RETIREMENT BENEFIT PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
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$43,747
Expenses. Total of all expenses incurred2018-12-31$4,621
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$1,045,321
Total plan assets at beginning of year2018-12-31$1,006,195
Value of fidelity bond covering the plan2018-12-31$200,000
Total contributions received or receivable from participants2018-12-31$39,167
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-9,708
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$39,126
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,045,321
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,006,195
Assets. Value of participant loans2018-12-31$1,889
Total contributions received or receivable from employer(s)2018-12-31$14,288
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$4,621
2017 : E-CON-O-WISE RENTAL, INC. RETIREMENT BENEFIT PLAN 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$1
Total income from all sources2017-12-31$114,868
Expenses. Total of all expenses incurred2017-12-31$4,185
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$1,006,195
Total plan assets at beginning of year2017-12-31$895,513
Value of fidelity bond covering the plan2017-12-31$200,000
Assets. Value of tangible personal property2017-12-31$0
Total contributions received or receivable from participants2017-12-31$36,540
Assets. Value of loans (other than to participants)2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$65,535
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$110,683
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,006,195
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$895,512
Assets. Value of participant loans2017-12-31$0
Assets. Value of assets in partnership/joint-venture interests2017-12-31$0
Assets. Value of real-estate (other than employer real property)2017-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022017-12-31$0
Assets. Value of employer securities2017-12-31$0
Assets. Value of employer real property2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$12,793
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$4,185
2016 : E-CON-O-WISE RENTAL, INC. RETIREMENT BENEFIT PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$870,644
Total plan liabilities at end of year2016-12-31$1
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$24,991
Expenses. Total of all expenses incurred2016-12-31$123
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$895,513
Total plan assets at beginning of year2016-12-31$0
Value of fidelity bond covering the plan2016-12-31$200,000
Total contributions received or receivable from participants2016-12-31$10,209
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$11,315
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$24,868
Net plan assets at end of year (total assets less liabilities)2016-12-31$895,512
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022016-12-31$0
Total contributions received or receivable from employer(s)2016-12-31$3,467
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$123

Form 5500 Responses for E-CON-O-WISE RENTAL, INC. RETIREMENT BENEFIT PLAN

2022: E-CON-O-WISE RENTAL, INC. RETIREMENT BENEFIT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
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: E-CON-O-WISE RENTAL, INC. RETIREMENT BENEFIT PLAN 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: E-CON-O-WISE RENTAL, INC. RETIREMENT BENEFIT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
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: E-CON-O-WISE RENTAL, INC. RETIREMENT BENEFIT PLAN 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: E-CON-O-WISE RENTAL, INC. RETIREMENT BENEFIT 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 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: E-CON-O-WISE RENTAL, INC. RETIREMENT BENEFIT 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
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: E-CON-O-WISE RENTAL, INC. RETIREMENT BENEFIT PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01First time form 5500 has been submittedYes
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan 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 number894592 087
Policy instance 1
Insurance contract or identification number894592 087
Number of Individuals Covered6
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894592 087
Policy instance 1
Insurance contract or identification number894592 087
Number of Individuals Covered6
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894592 087
Policy instance 1
Insurance contract or identification number894592 087
Number of Individuals Covered6
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894592 087
Policy instance 1
Insurance contract or identification number894592 087
Number of Individuals Covered7
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
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?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

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3