?>
Plan Name | AGENTS RETIREMENT PLAN OF THE LINCOLN NATIONAL LIFE INSURANCE COMPANY |
Plan identification number | 004 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
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 |
---|---|---|---|---|---|
004 | 2022-01-01 | KATHLEEN BIDDLE | 2023-10-13 | ||
004 | 2021-01-01 | ||||
004 | 2020-01-01 | ||||
004 | 2019-01-01 | ||||
004 | 2018-01-01 | ||||
004 | 2017-01-01 | KATHLEEN M. BIDDLE | |||
004 | 2016-01-01 | KATHLEEN M. BIDDLE | |||
004 | 2015-01-01 | KATHLEEN M. BIDDLE | |||
004 | 2014-01-01 | KATHLEEN M. BIDDLE | |||
004 | 2013-01-01 | FRANK J. FARMER | |||
004 | 2012-01-01 | ANN MADDEN | |||
004 | 2011-01-01 | ANN M. MADDEN | ANN M. MADDEN | 2012-10-15 | |
004 | 2010-01-01 | ANN M. MADDEN | ANN M. MADDEN | 2011-09-29 | |
004 | 2009-01-01 | ANN M. MADDEN | ANN M. MADDEN | 2010-10-13 |
Measure | Date | Value |
---|---|---|
2022: AGENTS RETIREMENT PLAN OF THE LINCOLN NATIONAL LIFE INSURANCE COMPANY 2022 401k membership | ||
Market value of plan assets | 2022-12-31 | 108,285,362 |
Acturial value of plan assets | 2022-12-31 | 104,906,748 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 75,453,104 |
Number of terminated vested participants | 2022-12-31 | 275 |
Fundng target for terminated vested participants | 2022-12-31 | 9,659,426 |
Active participant vested funding target | 2022-12-31 | 5,265,005 |
Number of active participants | 2022-12-31 | 41 |
Total funding liabilities for active participants | 2022-12-31 | 5,265,005 |
Total participant count | 2022-12-31 | 1,583 |
Total funding target for all participants | 2022-12-31 | 90,377,535 |
Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 6,763,154 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 0 |
Amount remaining of carryover balance | 2022-12-31 | 6,763,154 |
Amount remaining of prefunding balance | 2022-12-31 | 0 |
Present value of excess contributions | 2022-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
Balance of carryovers at beginning of current year | 2022-12-31 | 6,992,425 |
Balance of prefunding at beginning of current year | 2022-12-31 | 0 |
Total employer contributions | 2022-12-31 | 0 |
Total employee contributions | 2022-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-31 | 715,000 |
Net shortfall amortization installment of oustanding balance | 2022-12-31 | 0 |
Waiver amortization installment | 2022-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Additional cash requirement | 2022-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
Total participants, beginning-of-year | 2022-01-01 | 1,583 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 31 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 946 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 245 |
Total of all active and inactive participants | 2022-01-01 | 1,222 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 295 |
Total participants | 2022-01-01 | 1,517 |
Number of participants with account balances | 2022-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: AGENTS RETIREMENT PLAN OF THE LINCOLN NATIONAL LIFE INSURANCE COMPANY 2021 401k membership | ||
Market value of plan assets | 2021-12-31 | 115,695,489 |
Acturial value of plan assets | 2021-12-31 | 104,974,377 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 79,030,460 |
Number of terminated vested participants | 2021-12-31 | 303 |
Fundng target for terminated vested participants | 2021-12-31 | 12,123,262 |
Active participant vested funding target | 2021-12-31 | 5,737,959 |
Number of active participants | 2021-12-31 | 50 |
Total funding liabilities for active participants | 2021-12-31 | 5,737,959 |
Total participant count | 2021-12-31 | 1,640 |
Total funding target for all participants | 2021-12-31 | 96,891,681 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 5,841,888 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 0 |
Amount remaining of carryover balance | 2021-12-31 | 5,841,888 |
Amount remaining of prefunding balance | 2021-12-31 | 0 |
Present value of excess contributions | 2021-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
Balance of carryovers at beginning of current year | 2021-12-31 | 6,763,154 |
Balance of prefunding at beginning of current year | 2021-12-31 | 0 |
Total employer contributions | 2021-12-31 | 0 |
Total employee contributions | 2021-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 556,000 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
Waiver amortization installment | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Additional cash requirement | 2021-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 1,640 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 41 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 980 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 267 |
Total of all active and inactive participants | 2021-01-01 | 1,288 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 295 |
Total participants | 2021-01-01 | 1,583 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: AGENTS RETIREMENT PLAN OF THE LINCOLN NATIONAL LIFE INSURANCE COMPANY 2020 401k membership | ||
Market value of plan assets | 2020-12-31 | 109,236,748 |
Acturial value of plan assets | 2020-12-31 | 105,934,202 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 78,491,360 |
Number of terminated vested participants | 2020-12-31 | 330 |
Fundng target for terminated vested participants | 2020-12-31 | 13,099,113 |
Active participant vested funding target | 2020-12-31 | 7,789,482 |
Number of active participants | 2020-12-31 | 64 |
Total funding liabilities for active participants | 2020-12-31 | 7,820,841 |
Total participant count | 2020-12-31 | 1,688 |
Total funding target for all participants | 2020-12-31 | 99,411,314 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 9,179,595 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 0 |
Amount remaining of carryover balance | 2020-12-31 | 9,179,595 |
Amount remaining of prefunding balance | 2020-12-31 | 0 |
Present value of excess contributions | 2020-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 4,479,649 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
Balance of carryovers at beginning of current year | 2020-12-31 | 5,841,888 |
Balance of prefunding at beginning of current year | 2020-12-31 | 0 |
Total employer contributions | 2020-12-31 | 0 |
Total employee contributions | 2020-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 681,000 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 0 |
Waiver amortization installment | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Additional cash requirement | 2020-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 1,688 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 50 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 1,005 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 294 |
Total of all active and inactive participants | 2020-01-01 | 1,349 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 291 |
Total participants | 2020-01-01 | 1,640 |
2019: AGENTS RETIREMENT PLAN OF THE LINCOLN NATIONAL LIFE INSURANCE COMPANY 2019 401k membership | ||
Market value of plan assets | 2019-12-31 | 106,772,229 |
Acturial value of plan assets | 2019-12-31 | 111,171,279 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 78,717,248 |
Number of terminated vested participants | 2019-12-31 | 372 |
Fundng target for terminated vested participants | 2019-12-31 | 14,087,580 |
Active participant vested funding target | 2019-12-31 | 8,392,534 |
Number of active participants | 2019-12-31 | 74 |
Total funding liabilities for active participants | 2019-12-31 | 8,433,856 |
Total participant count | 2019-12-31 | 1,739 |
Total funding target for all participants | 2019-12-31 | 101,238,684 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 11,513,258 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 0 |
Amount remaining of carryover balance | 2019-12-31 | 11,513,258 |
Amount remaining of prefunding balance | 2019-12-31 | 0 |
Present value of excess contributions | 2019-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 2,213,925 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
Balance of carryovers at beginning of current year | 2019-12-31 | 9,179,595 |
Balance of prefunding at beginning of current year | 2019-12-31 | 0 |
Total employer contributions | 2019-12-31 | 0 |
Total employee contributions | 2019-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 753,000 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 0 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Additional cash requirement | 2019-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 1,739 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 64 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 1,011 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 322 |
Total of all active and inactive participants | 2019-01-01 | 1,397 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 291 |
Total participants | 2019-01-01 | 1,688 |
2018: AGENTS RETIREMENT PLAN OF THE LINCOLN NATIONAL LIFE INSURANCE COMPANY 2018 401k membership | ||
Market value of plan assets | 2018-12-31 | 118,477,155 |
Acturial value of plan assets | 2018-12-31 | 120,231,089 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 78,038,537 |
Number of terminated vested participants | 2018-12-31 | 392 |
Fundng target for terminated vested participants | 2018-12-31 | 13,852,597 |
Active participant vested funding target | 2018-12-31 | 8,682,415 |
Number of active participants | 2018-12-31 | 88 |
Total funding liabilities for active participants | 2018-12-31 | 8,710,029 |
Total participant count | 2018-12-31 | 1,795 |
Total funding target for all participants | 2018-12-31 | 100,601,163 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 20,819,907 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
Amount remaining of carryover balance | 2018-12-31 | 20,819,907 |
Amount remaining of prefunding balance | 2018-12-31 | 0 |
Present value of excess contributions | 2018-12-31 | 6,832,231 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 7,221,668 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 10,174,839 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
Balance of carryovers at beginning of current year | 2018-12-31 | 11,513,258 |
Balance of prefunding at beginning of current year | 2018-12-31 | 0 |
Total employer contributions | 2018-12-31 | 0 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 635,000 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 0 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Additional cash requirement | 2018-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 1,795 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 74 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 1,010 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 364 |
Total of all active and inactive participants | 2018-01-01 | 1,448 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 291 |
Total participants | 2018-01-01 | 1,739 |
2017: AGENTS RETIREMENT PLAN OF THE LINCOLN NATIONAL LIFE INSURANCE COMPANY 2017 401k membership | ||
Market value of plan assets | 2017-12-31 | 117,137,972 |
Acturial value of plan assets | 2017-12-31 | 121,657,257 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 76,862,880 |
Number of terminated vested participants | 2017-12-31 | 424 |
Fundng target for terminated vested participants | 2017-12-31 | 14,534,617 |
Active participant vested funding target | 2017-12-31 | 8,682,941 |
Number of active participants | 2017-12-31 | 102 |
Total funding liabilities for active participants | 2017-12-31 | 8,808,853 |
Total participant count | 2017-12-31 | 1,847 |
Total funding target for all participants | 2017-12-31 | 100,206,350 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 23,203,463 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
Amount remaining of carryover balance | 2017-12-31 | 23,203,463 |
Amount remaining of prefunding balance | 2017-12-31 | 0 |
Present value of excess contributions | 2017-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 2,889,391 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
Balance of carryovers at beginning of current year | 2017-12-31 | 20,819,907 |
Balance of prefunding at beginning of current year | 2017-12-31 | 0 |
Total employer contributions | 2017-12-31 | 7,500,000 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 6,832,231 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 631,000 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 0 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Additional cash requirement | 2017-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 6,832,231 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 1,847 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 88 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 1,025 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 384 |
Total of all active and inactive participants | 2017-01-01 | 1,497 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 298 |
Total participants | 2017-01-01 | 1,795 |
2016: AGENTS RETIREMENT PLAN OF THE LINCOLN NATIONAL LIFE INSURANCE COMPANY 2016 401k membership | ||
Market value of plan assets | 2016-12-31 | 124,024,747 |
Acturial value of plan assets | 2016-12-31 | 124,370,988 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 75,107,928 |
Number of terminated vested participants | 2016-12-31 | 464 |
Fundng target for terminated vested participants | 2016-12-31 | 15,495,112 |
Active participant vested funding target | 2016-12-31 | 9,772,254 |
Number of active participants | 2016-12-31 | 114 |
Total funding liabilities for active participants | 2016-12-31 | 9,922,485 |
Total participant count | 2016-12-31 | 1,894 |
Total funding target for all participants | 2016-12-31 | 100,525,525 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 25,967,307 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 25,967,307 |
Amount remaining of prefunding balance | 2016-12-31 | 0 |
Present value of excess contributions | 2016-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 2,924,841 |
Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 23,203,463 |
Balance of prefunding at beginning of current year | 2016-12-31 | 0 |
Total employer contributions | 2016-12-31 | 0 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 642,000 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
Waiver amortization installment | 2016-12-31 | 0 |
Waived amount of outstanding balance | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Additional cash requirement | 2016-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 1,894 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 102 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 1,028 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 414 |
Total of all active and inactive participants | 2016-01-01 | 1,544 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 303 |
Total participants | 2016-01-01 | 1,847 |
2015: AGENTS RETIREMENT PLAN OF THE LINCOLN NATIONAL LIFE INSURANCE COMPANY 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 1,949 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 114 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 1,018 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 457 |
Total of all active and inactive participants | 2015-01-01 | 1,589 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 305 |
Total participants | 2015-01-01 | 1,894 |
2014: AGENTS RETIREMENT PLAN OF THE LINCOLN NATIONAL LIFE INSURANCE COMPANY 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 1,997 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 121 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 1,041 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 494 |
Total of all active and inactive participants | 2014-01-01 | 1,656 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 293 |
Total participants | 2014-01-01 | 1,949 |
2013: AGENTS RETIREMENT PLAN OF THE LINCOLN NATIONAL LIFE INSURANCE COMPANY 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 2,046 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 137 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 1,040 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 536 |
Total of all active and inactive participants | 2013-01-01 | 1,713 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 284 |
Total participants | 2013-01-01 | 1,997 |
Number of participants with account balances | 2013-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: AGENTS RETIREMENT PLAN OF THE LINCOLN NATIONAL LIFE INSURANCE COMPANY 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 2,106 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 150 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 1,037 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 579 |
Total of all active and inactive participants | 2012-01-01 | 1,766 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 280 |
Total participants | 2012-01-01 | 2,046 |
2011: AGENTS RETIREMENT PLAN OF THE LINCOLN NATIONAL LIFE INSURANCE COMPANY 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 2,849 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 151 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 1,050 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 618 |
Total of all active and inactive participants | 2011-01-01 | 1,819 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 287 |
Total participants | 2011-01-01 | 2,106 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: AGENTS RETIREMENT PLAN OF THE LINCOLN NATIONAL LIFE INSURANCE COMPANY 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 1,725 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 468 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 988 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 1,110 |
Total of all active and inactive participants | 2010-01-01 | 2,566 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 283 |
Total participants | 2010-01-01 | 2,849 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: AGENTS RETIREMENT PLAN OF THE LINCOLN NATIONAL LIFE INSURANCE COMPANY 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 1,483 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 237 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 649 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 681 |
Total of all active and inactive participants | 2009-01-01 | 1,567 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 158 |
Total participants | 2009-01-01 | 1,725 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : AGENTS RETIREMENT PLAN OF THE LINCOLN NATIONAL LIFE INSURANCE COMPANY 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $46,203 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $33,915 |
Total income from all sources (including contributions) | 2022-12-31 | $-17,369,434 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $10,431,742 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $9,710,778 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $0 |
Value of total assets at end of year | 2022-12-31 | $76,473,657 |
Value of total assets at beginning of year | 2022-12-31 | $104,262,545 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $720,964 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Administrative expenses professional fees incurred | 2022-12-31 | $186,729 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $15,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Administrative expenses (other) incurred | 2022-12-31 | $343,881 |
Liabilities. Value of operating payables at end of year | 2022-12-31 | $46,203 |
Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $33,915 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-27,801,176 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $76,427,454 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $104,228,630 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $190,354 |
Value of interest in master investment trust accounts at end of year | 2022-12-31 | $76,473,657 |
Value of interest in master investment trust accounts at beginning of year | 2022-12-31 | $104,262,545 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Employer contributions (assets) at end of year | 2022-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $9,710,778 |
Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | CITRIN COOPERMAN & COMPANY, LLP |
Accountancy firm EIN | 2022-12-31 | 222428965 |
2021 : AGENTS RETIREMENT PLAN OF THE LINCOLN NATIONAL LIFE INSURANCE COMPANY 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $33,915 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $39,872 |
Total income from all sources (including contributions) | 2021-12-31 | $-283,964 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $11,142,461 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $10,586,652 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $0 |
Value of total assets at end of year | 2021-12-31 | $104,262,545 |
Value of total assets at beginning of year | 2021-12-31 | $115,694,927 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $555,809 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Administrative expenses professional fees incurred | 2021-12-31 | $182,939 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Administrative expenses (other) incurred | 2021-12-31 | $129,470 |
Liabilities. Value of operating payables at end of year | 2021-12-31 | $33,915 |
Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $39,872 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $-11,426,425 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $104,228,630 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $115,655,055 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $243,400 |
Value of interest in master investment trust accounts at end of year | 2021-12-31 | $104,262,545 |
Value of interest in master investment trust accounts at beginning of year | 2021-12-31 | $115,694,927 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Employer contributions (assets) at end of year | 2021-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $10,586,652 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
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 | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Disclaimer |
Accountancy firm name | 2021-12-31 | MITCHELL & TITUS LLP |
Accountancy firm EIN | 2021-12-31 | 132781641 |
2020 : AGENTS RETIREMENT PLAN OF THE LINCOLN NATIONAL LIFE INSURANCE COMPANY 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $39,872 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $45,272 |
Total income from all sources (including contributions) | 2020-12-31 | $16,526,455 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $10,062,876 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $9,424,056 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $0 |
Value of total assets at end of year | 2020-12-31 | $115,694,927 |
Value of total assets at beginning of year | 2020-12-31 | $109,236,748 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $638,820 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Administrative expenses professional fees incurred | 2020-12-31 | $191,390 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Administrative expenses (other) incurred | 2020-12-31 | $185,474 |
Liabilities. Value of operating payables at end of year | 2020-12-31 | $39,872 |
Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $45,272 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $6,463,579 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $115,655,055 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $109,191,476 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $261,956 |
Value of interest in master investment trust accounts at end of year | 2020-12-31 | $115,694,927 |
Value of interest in master investment trust accounts at beginning of year | 2020-12-31 | $109,236,748 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $9,424,056 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
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 | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | MITCHELL & TITUS LLP |
Accountancy firm EIN | 2020-12-31 | 132781641 |
2019 : AGENTS RETIREMENT PLAN OF THE LINCOLN NATIONAL LIFE INSURANCE COMPANY 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $45,272 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $30,466 |
Total income from all sources (including contributions) | 2019-12-31 | $11,706,778 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $10,233,795 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $9,444,264 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $0 |
Value of total assets at end of year | 2019-12-31 | $109,236,748 |
Value of total assets at beginning of year | 2019-12-31 | $107,748,959 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $789,531 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Administrative expenses professional fees incurred | 2019-12-31 | $187,460 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Administrative expenses (other) incurred | 2019-12-31 | $336,765 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $45,272 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $30,466 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $1,472,983 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $109,191,476 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $107,718,493 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $265,306 |
Value of interest in master investment trust accounts at end of year | 2019-12-31 | $109,236,748 |
Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $107,748,959 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Employer contributions (assets) at end of year | 2019-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $9,444,264 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
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 | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | MITCHELL & TITUS LLP |
Accountancy firm EIN | 2019-12-31 | 132781641 |
2018 : AGENTS RETIREMENT PLAN OF THE LINCOLN NATIONAL LIFE INSURANCE COMPANY 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $30,466 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $40,954 |
Total income from all sources (including contributions) | 2018-12-31 | $-615,840 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $10,393,123 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $9,932,029 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $0 |
Value of total assets at end of year | 2018-12-31 | $107,748,959 |
Value of total assets at beginning of year | 2018-12-31 | $118,768,410 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $461,094 |
Total interest from all sources | 2018-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Administrative expenses professional fees incurred | 2018-12-31 | $181,191 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Administrative expenses (other) incurred | 2018-12-31 | $0 |
Liabilities. Value of operating payables at end of year | 2018-12-31 | $30,466 |
Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $40,954 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-11,008,963 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $107,718,493 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $118,727,456 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $279,903 |
Value of interest in master investment trust accounts at end of year | 2018-12-31 | $107,748,959 |
Value of interest in master investment trust accounts at beginning of year | 2018-12-31 | $111,268,410 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Employer contributions (assets) at end of year | 2018-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $7,500,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $9,932,029 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
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 | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | MITCHELL & TITUS LLP |
Accountancy firm EIN | 2018-12-31 | 132781641 |
2017 : AGENTS RETIREMENT PLAN OF THE LINCOLN NATIONAL LIFE INSURANCE COMPANY 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $40,954 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $45,040 |
Total income from all sources (including contributions) | 2017-12-31 | $12,194,937 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $10,560,413 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $9,936,832 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $7,500,000 |
Value of total assets at end of year | 2017-12-31 | $118,768,410 |
Value of total assets at beginning of year | 2017-12-31 | $117,137,972 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $623,581 |
Total interest from all sources | 2017-12-31 | $0 |
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 year | 2017-12-31 | No |
Administrative expenses professional fees incurred | 2017-12-31 | $175,814 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Administrative expenses (other) incurred | 2017-12-31 | $136,205 |
Liabilities. Value of operating payables at end of year | 2017-12-31 | $40,954 |
Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $45,040 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $1,634,524 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $118,727,456 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $117,092,932 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $311,562 |
Value of interest in master investment trust accounts at end of year | 2017-12-31 | $111,268,410 |
Value of interest in master investment trust accounts at beginning of year | 2017-12-31 | $117,137,972 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $7,500,000 |
Employer contributions (assets) at end of year | 2017-12-31 | $7,500,000 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $9,936,832 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
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 | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | MITCHELL & TITUS LLP |
Accountancy firm EIN | 2017-12-31 | 132781641 |
2016 : AGENTS RETIREMENT PLAN OF THE LINCOLN NATIONAL LIFE INSURANCE COMPANY 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $45,040 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $36,712 |
Total income from all sources (including contributions) | 2016-12-31 | $2,605,673 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $9,500,776 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $8,873,166 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $0 |
Value of total assets at end of year | 2016-12-31 | $117,137,972 |
Value of total assets at beginning of year | 2016-12-31 | $124,024,747 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $627,610 |
Total interest from all sources | 2016-12-31 | $0 |
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 year | 2016-12-31 | No |
Administrative expenses professional fees incurred | 2016-12-31 | $178,883 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Administrative expenses (other) incurred | 2016-12-31 | $138,572 |
Liabilities. Value of operating payables at end of year | 2016-12-31 | $45,040 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $36,712 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $-6,895,103 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $117,092,932 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $123,988,035 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $310,155 |
Value of interest in master investment trust accounts at end of year | 2016-12-31 | $117,137,972 |
Value of interest in master investment trust accounts at beginning of year | 2016-12-31 | $124,024,747 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $8,873,166 |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | ERNST & YOUNG |
Accountancy firm EIN | 2016-12-31 | 346565596 |
2015 : AGENTS RETIREMENT PLAN OF THE LINCOLN NATIONAL LIFE INSURANCE COMPANY 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $36,712 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $77,423 |
Total income from all sources (including contributions) | 2015-12-31 | $-200,505 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $9,966,985 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $9,385,850 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $0 |
Value of total assets at end of year | 2015-12-31 | $124,024,747 |
Value of total assets at beginning of year | 2015-12-31 | $134,232,948 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $581,135 |
Total interest from all sources | 2015-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Administrative expenses professional fees incurred | 2015-12-31 | $177,343 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Administrative expenses (other) incurred | 2015-12-31 | $81,375 |
Liabilities. Value of operating payables at end of year | 2015-12-31 | $36,712 |
Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $77,423 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-10,167,490 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $123,988,035 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $134,155,525 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $322,417 |
Value of interest in master investment trust accounts at end of year | 2015-12-31 | $124,024,747 |
Value of interest in master investment trust accounts at beginning of year | 2015-12-31 | $134,232,948 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $9,385,850 |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | ERNST & YOUNG |
Accountancy firm EIN | 2015-12-31 | 346565596 |
2014 : AGENTS RETIREMENT PLAN OF THE LINCOLN NATIONAL LIFE INSURANCE COMPANY 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $77,423 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $111,430 |
Total income from all sources (including contributions) | 2014-12-31 | $17,316,189 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $10,388,099 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $9,751,761 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $0 |
Value of total assets at end of year | 2014-12-31 | $134,232,948 |
Value of total assets at beginning of year | 2014-12-31 | $127,338,865 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $636,338 |
Total interest from all sources | 2014-12-31 | $0 |
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 year | 2014-12-31 | No |
Administrative expenses professional fees incurred | 2014-12-31 | $190,574 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Administrative expenses (other) incurred | 2014-12-31 | $22,037 |
Liabilities. Value of operating payables at end of year | 2014-12-31 | $77,423 |
Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $111,430 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $6,928,090 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $134,155,525 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $127,227,435 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $423,727 |
Value of interest in master investment trust accounts at end of year | 2014-12-31 | $134,232,948 |
Value of interest in master investment trust accounts at beginning of year | 2014-12-31 | $127,338,865 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $9,751,761 |
Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | ERNST & YOUNG |
Accountancy firm EIN | 2014-12-31 | 346565596 |
2013 : AGENTS RETIREMENT PLAN OF THE LINCOLN NATIONAL LIFE INSURANCE COMPANY 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $111,430 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $76,976 |
Total income from all sources (including contributions) | 2013-12-31 | $-7,851,726 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $9,882,571 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $9,200,811 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $0 |
Value of total assets at end of year | 2013-12-31 | $127,338,865 |
Value of total assets at beginning of year | 2013-12-31 | $145,038,708 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $681,760 |
Total interest from all sources | 2013-12-31 | $0 |
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 year | 2013-12-31 | No |
Administrative expenses professional fees incurred | 2013-12-31 | $162,385 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2013-12-31 | $62,447 |
Liabilities. Value of operating payables at end of year | 2013-12-31 | $111,430 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $76,976 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $-17,734,297 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $127,227,435 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $144,961,732 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $519,375 |
Value of interest in master investment trust accounts at end of year | 2013-12-31 | $127,338,865 |
Value of interest in master investment trust accounts at beginning of year | 2013-12-31 | $145,038,708 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $9,138,364 |
Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | ERNST & YOUNG |
Accountancy firm EIN | 2013-12-31 | 346565596 |
2012 : AGENTS RETIREMENT PLAN OF THE LINCOLN NATIONAL LIFE INSURANCE COMPANY 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $76,976 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $63,519 |
Total income from all sources (including contributions) | 2012-12-31 | $17,193,989 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $9,704,972 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $9,199,066 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $0 |
Value of total assets at end of year | 2012-12-31 | $145,038,708 |
Value of total assets at beginning of year | 2012-12-31 | $137,536,234 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $505,906 |
Total interest from all sources | 2012-12-31 | $0 |
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 year | 2012-12-31 | No |
Administrative expenses professional fees incurred | 2012-12-31 | $207,919 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2012-12-31 | $84,992 |
Liabilities. Value of operating payables at end of year | 2012-12-31 | $76,976 |
Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $63,519 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $7,489,017 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $144,961,732 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $137,472,715 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $297,987 |
Value of interest in master investment trust accounts at end of year | 2012-12-31 | $145,038,708 |
Value of interest in master investment trust accounts at beginning of year | 2012-12-31 | $137,536,234 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $9,114,074 |
Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | ERNST & YOUNG |
Accountancy firm EIN | 2012-12-31 | 346565596 |
2011 : AGENTS RETIREMENT PLAN OF THE LINCOLN NATIONAL LIFE INSURANCE COMPANY 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total transfer of assets from this plan | 2011-12-31 | $27,516,965 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $63,519 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $107,030 |
Total income from all sources (including contributions) | 2011-12-31 | $18,548,116 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $8,735,242 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $8,331,053 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $0 |
Value of total assets at end of year | 2011-12-31 | $137,536,234 |
Value of total assets at beginning of year | 2011-12-31 | $155,283,836 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $404,189 |
Total interest from all sources | 2011-12-31 | $0 |
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 year | 2011-12-31 | No |
Administrative expenses professional fees incurred | 2011-12-31 | $73,323 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $50,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Participant contributions at beginning of year | 2011-12-31 | $856,190 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2011-12-31 | $77,010 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $29,001 |
Administrative expenses (other) incurred | 2011-12-31 | $13,615 |
Liabilities. Value of operating payables at end of year | 2011-12-31 | $63,519 |
Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $78,029 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $9,812,874 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $137,472,715 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $155,176,806 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $317,251 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $16,217,868 |
Value of interest in master investment trust accounts at end of year | 2011-12-31 | $137,536,234 |
Value of interest in master investment trust accounts at beginning of year | 2011-12-31 | $127,766,871 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $6,081,732 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $8,254,043 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $4,361,175 |
Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | ERNST & YOUNG |
Accountancy firm EIN | 2011-12-31 | 346565596 |
2010 : AGENTS RETIREMENT PLAN OF THE LINCOLN NATIONAL LIFE INSURANCE COMPANY 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total transfer of assets to 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 | $107,030 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $65,558 |
Total income from all sources (including contributions) | 2010-12-31 | $12,395,485 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $5,631,418 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $5,282,885 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $0 |
Value of total assets at end of year | 2010-12-31 | $155,283,836 |
Value of total assets at beginning of year | 2010-12-31 | $84,661,568 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $348,533 |
Total interest from all sources | 2010-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Administrative expenses professional fees incurred | 2010-12-31 | $59,220 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $50,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Participant contributions at end of year | 2010-12-31 | $856,190 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2010-12-31 | $46,970 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $29,001 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $17,915 |
Administrative expenses (other) incurred | 2010-12-31 | $19,386 |
Liabilities. Value of operating payables at end of year | 2010-12-31 | $78,029 |
Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $47,643 |
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 | $6,764,067 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $155,176,806 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $84,596,010 |
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 |
Investment advisory and management fees | 2010-12-31 | $269,927 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $16,217,868 |
Value of interest in master investment trust accounts at end of year | 2010-12-31 | $127,766,871 |
Value of interest in master investment trust accounts at beginning of year | 2010-12-31 | $84,661,568 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $6,081,732 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $5,235,915 |
Contract administrator fees | 2010-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $4,361,175 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
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 | No |
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 |
Accountancy firm EIN | 2010-12-31 | 346565596 |
2009 : AGENTS RETIREMENT PLAN OF THE LINCOLN NATIONAL LIFE INSURANCE COMPANY 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 |
2022: AGENTS RETIREMENT PLAN OF THE LINCOLN NATIONAL LIFE INSURANCE COMPANY 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: AGENTS RETIREMENT PLAN OF THE LINCOLN NATIONAL LIFE INSURANCE COMPANY 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: AGENTS RETIREMENT PLAN OF THE LINCOLN NATIONAL LIFE INSURANCE COMPANY 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: AGENTS RETIREMENT PLAN OF THE LINCOLN NATIONAL LIFE INSURANCE COMPANY 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: AGENTS RETIREMENT PLAN OF THE LINCOLN NATIONAL LIFE INSURANCE COMPANY 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: AGENTS RETIREMENT PLAN OF THE LINCOLN NATIONAL LIFE INSURANCE COMPANY 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: AGENTS RETIREMENT PLAN OF THE LINCOLN NATIONAL LIFE INSURANCE COMPANY 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: AGENTS RETIREMENT PLAN OF THE LINCOLN NATIONAL LIFE INSURANCE COMPANY 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: AGENTS RETIREMENT PLAN OF THE LINCOLN NATIONAL LIFE INSURANCE COMPANY 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: AGENTS RETIREMENT PLAN OF THE LINCOLN NATIONAL LIFE INSURANCE COMPANY 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: AGENTS RETIREMENT PLAN OF THE LINCOLN NATIONAL LIFE INSURANCE COMPANY 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: AGENTS RETIREMENT PLAN OF THE LINCOLN NATIONAL LIFE INSURANCE COMPANY 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: AGENTS RETIREMENT PLAN OF THE LINCOLN NATIONAL LIFE INSURANCE COMPANY 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: AGENTS RETIREMENT PLAN OF THE LINCOLN NATIONAL LIFE INSURANCE COMPANY 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 – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |