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Plan Name | JEFFERSON-PILOT LIFE INSURANCE CO. AGENTS' RETIREMENT PLAN |
Plan identification number | 003 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
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Company Name: | LINCOLN NATIONAL LIFE INSURANCE COMPANY |
Employer identification number (EIN): | 350472300 |
Additional information about LINCOLN NATIONAL LIFE INSURANCE COMPANY
Jurisdiction of Incorporation: | Colorado Department of State |
Incorporation Date: | 1994-05-25 |
Company Identification Number: | 19941060014 |
Legal Registered Office Address: |
945 S 8th St Colorado Springs United States of America (USA) 80905 |
More information about LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
003 | 2009-01-01 | ANN MADDEN | ANN MADDEN | 2010-10-13 | |
003 | 2009-01-01 | ANN MADDEN | ANN MADDEN | 2010-10-13 |
Measure | Date | Value |
---|---|---|
2009: JEFFERSON-PILOT LIFE INSURANCE CO. AGENTS' RETIREMENT PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 1,255 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 276 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 338 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 445 |
Total of all active and inactive participants | 2009-01-01 | 1,059 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 126 |
Total participants | 2009-01-01 | 1,185 |
Number of participants with account balances | 2009-01-01 | 749 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 32 |
Measure | Date | Value |
---|---|---|
2010 : JEFFERSON-PILOT LIFE INSURANCE CO. AGENTS' RETIREMENT PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total transfer of assets from this plan | 2010-12-31 | $63,816,729 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $20,467 |
Total income from all sources (including contributions) | 2010-12-31 | $8,304,197 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $4,400,735 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $4,161,390 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $856,190 |
Value of total assets at end of year | 2010-12-31 | $0 |
Value of total assets at beginning of year | 2010-12-31 | $59,933,734 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $239,345 |
Total interest from all sources | 2010-12-31 | $1,058 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $196,986 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $196,986 |
Administrative expenses professional fees incurred | 2010-12-31 | $60,431 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $50,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
Minimum employer required contribution for this plan year | 2010-12-31 | $856,190 |
Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $856,190 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $10,172 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $20,467 |
Other income not declared elsewhere | 2010-12-31 | $199,732 |
Administrative expenses (other) incurred | 2010-12-31 | $3 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $3,903,462 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $59,913,267 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $17,278,819 |
Value of interest in master investment trust accounts at end of year | 2010-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2010-12-31 | $34,232,470 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $2,056,336 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $2,056,336 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $1,058 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $5,473,438 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $2,098,270 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $856,190 |
Employer contributions (assets) at end of year | 2010-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $882,499 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $4,161,390 |
Contract administrator fees | 2010-12-31 | $178,911 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | Yes |
Did the plan have assets held for investment | 2010-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | ERNST & YOUNG, LLP |
Accountancy firm EIN | 2010-12-31 | 346465596 |
2009 : JEFFERSON-PILOT LIFE INSURANCE CO. AGENTS' RETIREMENT PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
Minimum employer required contribution for this plan year | 2009-12-31 | $882,499 |
Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $882,499 |
2009: JEFFERSON-PILOT LIFE INSURANCE CO. AGENTS' RETIREMENT PLAN 2009 form 5500 responses | ||
---|---|---|
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |