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LNL AGENTS' 401(K) SAVINGS PLAN 401k Plan overview

Plan NameLNL AGENTS' 401(K) SAVINGS PLAN
Plan identification number 006

LNL AGENTS' 401(K) SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LINCOLN NATIONAL LIFE INSURANCE COMPANY has sponsored the creation of one or more 401k plans.

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LNL AGENTS' 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0062022-01-01
0062021-01-01
0062020-01-01
0062019-01-01
0062018-01-01
0062017-01-01KATHLEEN BIDDLE
0062016-01-01KATHLEEN BIDDLE
0062015-01-01KATHLEEN BIDDLE
0062014-01-01KATHLEEN BIDDLE
0062013-01-01ANN MADDEN
0062012-01-01ANN MADDEN ANN MADDEN2013-07-08
0062011-01-01ANN MADDEN ANN MADDEN2012-04-18

Plan Statistics for LNL AGENTS' 401(K) SAVINGS PLAN

401k plan membership statisitcs for LNL AGENTS' 401(K) SAVINGS PLAN

Measure Date Value
2022: LNL AGENTS' 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,165
Total number of active participants reported on line 7a of the Form 55002022-01-01631
Number of retired or separated participants receiving benefits2022-01-0169
Number of other retired or separated participants entitled to future benefits2022-01-01407
Total of all active and inactive participants2022-01-011,107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0113
Total participants2022-01-011,120
Number of participants with account balances2022-01-01833
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-015
2021: LNL AGENTS' 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,016
Total number of active participants reported on line 7a of the Form 55002021-01-01718
Number of retired or separated participants receiving benefits2021-01-0170
Number of other retired or separated participants entitled to future benefits2021-01-01368
Total of all active and inactive participants2021-01-011,156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-019
Total participants2021-01-011,165
Number of participants with account balances2021-01-01868
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-015
2020: LNL AGENTS' 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,077
Total number of active participants reported on line 7a of the Form 55002020-01-01567
Number of retired or separated participants receiving benefits2020-01-0148
Number of other retired or separated participants entitled to future benefits2020-01-01391
Total of all active and inactive participants2020-01-011,006
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-018
Total participants2020-01-011,014
Number of participants with account balances2020-01-01927
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: LNL AGENTS' 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,131
Total number of active participants reported on line 7a of the Form 55002019-01-01604
Number of retired or separated participants receiving benefits2019-01-0168
Number of other retired or separated participants entitled to future benefits2019-01-01397
Total of all active and inactive participants2019-01-011,069
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-017
Total participants2019-01-011,076
Number of participants with account balances2019-01-01971
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: LNL AGENTS' 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,190
Total number of active participants reported on line 7a of the Form 55002018-01-01674
Number of retired or separated participants receiving benefits2018-01-0159
Number of other retired or separated participants entitled to future benefits2018-01-01385
Total of all active and inactive participants2018-01-011,118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-018
Total participants2018-01-011,126
Number of participants with account balances2018-01-011,000
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0111
2017: LNL AGENTS' 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,199
Total number of active participants reported on line 7a of the Form 55002017-01-01781
Number of retired or separated participants receiving benefits2017-01-0150
Number of other retired or separated participants entitled to future benefits2017-01-01345
Total of all active and inactive participants2017-01-011,176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0110
Total participants2017-01-011,186
Number of participants with account balances2017-01-011,035
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0112
2016: LNL AGENTS' 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,085
Total number of active participants reported on line 7a of the Form 55002016-01-01813
Number of retired or separated participants receiving benefits2016-01-0142
Number of other retired or separated participants entitled to future benefits2016-01-01334
Total of all active and inactive participants2016-01-011,189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-017
Total participants2016-01-011,196
Number of participants with account balances2016-01-011,070
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0110
2015: LNL AGENTS' 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,018
Total number of active participants reported on line 7a of the Form 55002015-01-011,692
Number of retired or separated participants receiving benefits2015-01-0136
Number of other retired or separated participants entitled to future benefits2015-01-01341
Total of all active and inactive participants2015-01-012,069
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0113
Total participants2015-01-012,082
Number of participants with account balances2015-01-011,093
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0112
2014: LNL AGENTS' 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,970
Total number of active participants reported on line 7a of the Form 55002014-01-011,608
Number of retired or separated participants receiving benefits2014-01-0126
Number of other retired or separated participants entitled to future benefits2014-01-01372
Total of all active and inactive participants2014-01-012,006
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0112
Total participants2014-01-012,018
Number of participants with account balances2014-01-011,128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0116
2013: LNL AGENTS' 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,672
Total number of active participants reported on line 7a of the Form 55002013-01-011,557
Number of retired or separated participants receiving benefits2013-01-0132
Number of other retired or separated participants entitled to future benefits2013-01-01368
Total of all active and inactive participants2013-01-011,957
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-019
Total participants2013-01-011,966
Number of participants with account balances2013-01-011,144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0113
2012: LNL AGENTS' 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,701
Total number of active participants reported on line 7a of the Form 55002012-01-011,256
Number of retired or separated participants receiving benefits2012-01-0122
Number of other retired or separated participants entitled to future benefits2012-01-01384
Total of all active and inactive participants2012-01-011,662
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0110
Total participants2012-01-011,672
Number of participants with account balances2012-01-011,183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0110
2011: LNL AGENTS' 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,770
Total number of active participants reported on line 7a of the Form 55002011-01-011,307
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01393
Total of all active and inactive participants2011-01-011,700
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-011,701
Number of participants with account balances2011-01-011,276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0114

Financial Data on LNL AGENTS' 401(K) SAVINGS PLAN

Measure Date Value
2022 : LNL AGENTS' 401(K) SAVINGS PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-16,787,328
Total unrealized appreciation/depreciation of assets2022-12-31$-16,787,328
Total transfer of assets to this plan2022-12-31$97,501
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-51,525,987
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$19,034,221
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$19,029,966
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,933,482
Value of total assets at end of year2022-12-31$239,421,503
Value of total assets at beginning of year2022-12-31$309,884,210
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$4,255
Total interest from all sources2022-12-31$1,978,292
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,283,332
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,452,272
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$15,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$4,184,751
Participant contributions at end of year2022-12-31$1,516,006
Participant contributions at beginning of year2022-12-31$1,878,461
Assets. Other investments not covered elsewhere at end of year2022-12-31$14,897,646
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$19,249,657
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$337,773
Other income not declared elsewhere2022-12-31$-4,774,607
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-70,560,208
Value of net assets at end of year (total assets less liabilities)2022-12-31$239,421,503
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$309,884,210
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$4,255
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$33,973,615
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$50,798,234
Interest on participant loans2022-12-31$84,679
Interest earned on other investments2022-12-31$1,893,613
Value of interest in common/collective trusts at end of year2022-12-31$110,928,785
Value of interest in common/collective trusts at beginning of year2022-12-31$139,883,843
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$480,724
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$829,207
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$829,207
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$61,140,630
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$65,150,778
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-16,158,728
Net investment gain or loss from common/collective trusts2022-12-31$-24,000,430
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$16,141,961
Assets. Invements in employer securities at beginning of year2022-12-31$31,282,276
Contributions received in cash from employer2022-12-31$1,410,958
Employer contributions (assets) at end of year2022-12-31$342,136
Employer contributions (assets) at beginning of year2022-12-31$811,754
Income. Dividends from common stock2022-12-31$831,060
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$19,029,966
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CITRIN COOPERMAN
Accountancy firm EIN2022-12-31222428965
2021 : LNL AGENTS' 401(K) SAVINGS PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$10,157,980
Total unrealized appreciation/depreciation of assets2021-12-31$10,157,980
Total transfer of assets to this plan2021-12-31$1,950,667
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$44,577,256
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$25,165,560
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$25,150,085
Expenses. Certain deemed distributions of participant loans2021-12-31$4,740
Value of total corrective distributions2021-12-31$4,566
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$7,214,374
Value of total assets at end of year2021-12-31$309,884,210
Value of total assets at beginning of year2021-12-31$288,521,847
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$6,169
Total interest from all sources2021-12-31$2,042,159
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$4,682,213
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$3,834,773
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$15,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$4,286,463
Participant contributions at end of year2021-12-31$1,878,461
Participant contributions at beginning of year2021-12-31$2,409,395
Assets. Other investments not covered elsewhere at end of year2021-12-31$19,249,657
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$16,351,998
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$911,739
Other income not declared elsewhere2021-12-31$2,111,352
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$19,411,696
Value of net assets at end of year (total assets less liabilities)2021-12-31$309,884,210
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$288,521,847
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$6,169
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$50,798,234
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$45,771,109
Interest on participant loans2021-12-31$116,739
Interest earned on other investments2021-12-31$1,925,420
Value of interest in common/collective trusts at end of year2021-12-31$139,883,843
Value of interest in common/collective trusts at beginning of year2021-12-31$132,076,476
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$829,207
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$628,898
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$628,898
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$65,150,778
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$61,526,945
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,371,759
Net investment gain or loss from common/collective trusts2021-12-31$12,997,419
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$31,282,276
Assets. Invements in employer securities at beginning of year2021-12-31$29,419,423
Contributions received in cash from employer2021-12-31$2,016,172
Employer contributions (assets) at end of year2021-12-31$811,754
Employer contributions (assets) at beginning of year2021-12-31$337,603
Income. Dividends from common stock2021-12-31$847,440
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$25,150,085
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MITCHELL & TITUS, LLP
Accountancy firm EIN2021-12-31132781641
2020 : LNL AGENTS' 401(K) SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$987,411
Total unrealized appreciation/depreciation of assets2020-12-31$987,411
Total transfer of assets from this plan2020-12-31$22,639
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$46,763,410
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$18,243,339
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$18,186,481
Expenses. Certain deemed distributions of participant loans2020-12-31$14,755
Value of total corrective distributions2020-12-31$37,742
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$7,286,732
Value of total assets at end of year2020-12-31$288,521,847
Value of total assets at beginning of year2020-12-31$260,024,415
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$4,361
Total interest from all sources2020-12-31$1,842,553
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,907,815
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,925,735
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$15,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$4,713,487
Participant contributions at end of year2020-12-31$2,409,395
Participant contributions at beginning of year2020-12-31$2,786,781
Assets. Other investments not covered elsewhere at end of year2020-12-31$16,351,998
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$10,351,669
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$975,705
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$28,520,071
Value of net assets at end of year (total assets less liabilities)2020-12-31$288,521,847
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$260,024,415
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$4,361
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$45,771,109
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$36,749,111
Interest on participant loans2020-12-31$164,426
Interest earned on other investments2020-12-31$1,678,127
Value of interest in common/collective trusts at end of year2020-12-31$132,076,476
Value of interest in common/collective trusts at beginning of year2020-12-31$126,075,243
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$628,898
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$914,466
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$914,466
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$61,526,945
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$54,537,891
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$13,753,115
Net investment gain or loss from common/collective trusts2020-12-31$19,985,784
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$29,419,423
Assets. Invements in employer securities at beginning of year2020-12-31$27,898,122
Contributions received in cash from employer2020-12-31$1,597,540
Employer contributions (assets) at end of year2020-12-31$337,603
Employer contributions (assets) at beginning of year2020-12-31$711,132
Income. Dividends from common stock2020-12-31$982,080
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$18,186,481
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MITCHELL & TITUS, LLP
Accountancy firm EIN2020-12-31132781641
2019 : LNL AGENTS' 401(K) SAVINGS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$3,882,860
Total unrealized appreciation/depreciation of assets2019-12-31$3,882,860
Total transfer of assets to this plan2019-12-31$327,646
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$48,790,386
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$20,606,047
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$20,462,549
Value of total corrective distributions2019-12-31$132,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,277,899
Value of total assets at end of year2019-12-31$260,024,415
Value of total assets at beginning of year2019-12-31$231,512,430
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$11,421
Total interest from all sources2019-12-31$1,773,803
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,224,384
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,517,884
Administrative expenses professional fees incurred2019-12-31$9,000
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$15,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$5,464,280
Participant contributions at end of year2019-12-31$2,786,781
Participant contributions at beginning of year2019-12-31$2,997,067
Assets. Other investments not covered elsewhere at end of year2019-12-31$10,351,669
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$8,151,382
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$696,705
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$28,184,339
Value of net assets at end of year (total assets less liabilities)2019-12-31$260,024,415
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$231,512,430
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$2,421
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$36,749,111
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$89,770,715
Interest on participant loans2019-12-31$150,449
Interest earned on other investments2019-12-31$1,623,354
Value of interest in common/collective trusts at end of year2019-12-31$126,075,243
Value of interest in common/collective trusts at beginning of year2019-12-31$49,711,414
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$914,466
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$842,291
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$842,291
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$54,537,891
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$54,616,639
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$9,491,815
Net investment gain or loss from common/collective trusts2019-12-31$22,139,625
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$27,898,122
Assets. Invements in employer securities at beginning of year2019-12-31$24,841,131
Contributions received in cash from employer2019-12-31$2,116,914
Employer contributions (assets) at end of year2019-12-31$711,132
Employer contributions (assets) at beginning of year2019-12-31$581,791
Income. Dividends from common stock2019-12-31$706,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$20,462,549
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31MITCHELL & TITUS, LLP
Accountancy firm EIN2019-12-31132781641
2018 : LNL AGENTS' 401(K) SAVINGS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-11,948,914
Total unrealized appreciation/depreciation of assets2018-12-31$-11,948,914
Total transfer of assets to this plan2018-12-31$1,444,325
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-11,773,997
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$18,463,625
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$18,448,437
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$6,874,462
Value of total assets at end of year2018-12-31$231,512,430
Value of total assets at beginning of year2018-12-31$260,305,727
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$15,188
Total interest from all sources2018-12-31$1,764,664
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$4,106,203
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$3,499,603
Administrative expenses professional fees incurred2018-12-31$9,200
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$15,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$4,675,279
Participant contributions at end of year2018-12-31$2,997,067
Participant contributions at beginning of year2018-12-31$3,276,126
Assets. Other investments not covered elsewhere at end of year2018-12-31$8,151,382
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$9,405,550
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$299,556
Other income not declared elsewhere2018-12-31$-573,303
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-30,237,622
Value of net assets at end of year (total assets less liabilities)2018-12-31$231,512,430
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$260,305,727
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$5,988
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$89,770,715
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$46,977,917
Interest on participant loans2018-12-31$153,023
Interest earned on other investments2018-12-31$1,611,641
Value of interest in common/collective trusts at end of year2018-12-31$49,711,414
Value of interest in common/collective trusts at beginning of year2018-12-31$108,787,150
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$842,291
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,075,154
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,075,154
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$54,616,639
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$55,729,808
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-7,467,353
Net investment gain or loss from common/collective trusts2018-12-31$-4,529,756
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$24,841,131
Assets. Invements in employer securities at beginning of year2018-12-31$34,876,203
Contributions received in cash from employer2018-12-31$1,899,627
Employer contributions (assets) at end of year2018-12-31$581,791
Employer contributions (assets) at beginning of year2018-12-31$177,819
Income. Dividends from common stock2018-12-31$606,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$18,448,437
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31MITCHELL & TITUS, LLP
Accountancy firm EIN2018-12-31132781641
2017 : LNL AGENTS' 401(K) SAVINGS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$5,119,243
Total unrealized appreciation/depreciation of assets2017-12-31$5,119,243
Total transfer of assets to this plan2017-12-31$936,364
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$42,692,544
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$13,518,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$13,511,275
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$8,446,604
Value of total assets at end of year2017-12-31$260,305,727
Value of total assets at beginning of year2017-12-31$230,194,993
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6,899
Total interest from all sources2017-12-31$1,778,748
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,888,330
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,313,050
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$15,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$5,565,971
Participant contributions at end of year2017-12-31$3,276,126
Participant contributions at beginning of year2017-12-31$3,625,254
Assets. Other investments not covered elsewhere at end of year2017-12-31$9,405,550
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$7,542,173
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,472,848
Other income not declared elsewhere2017-12-31$1,345,643
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$29,174,370
Value of net assets at end of year (total assets less liabilities)2017-12-31$260,305,727
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$230,194,993
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$6,899
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$46,977,917
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$34,490,556
Interest on participant loans2017-12-31$159,164
Interest earned on other investments2017-12-31$1,619,584
Value of interest in common/collective trusts at end of year2017-12-31$108,787,150
Value of interest in common/collective trusts at beginning of year2017-12-31$95,766,925
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,075,154
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,061,120
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,061,120
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$55,729,808
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$53,487,520
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$6,793,272
Net investment gain or loss from common/collective trusts2017-12-31$16,320,704
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$34,876,203
Assets. Invements in employer securities at beginning of year2017-12-31$34,221,445
Contributions received in cash from employer2017-12-31$1,407,785
Employer contributions (assets) at end of year2017-12-31$177,819
Employer contributions (assets) at beginning of year2017-12-31$0
Income. Dividends from common stock2017-12-31$575,280
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$13,511,275
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31MITCHELL & TITUS, LLP
Accountancy firm EIN2017-12-31132781641
2016 : LNL AGENTS' 401(K) SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$9,730,563
Total unrealized appreciation/depreciation of assets2016-12-31$9,730,563
Total transfer of assets to this plan2016-12-31$1,285,087
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$30,479,026
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$15,583,229
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$15,583,229
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$8,295,271
Value of total assets at end of year2016-12-31$230,194,993
Value of total assets at beginning of year2016-12-31$214,014,109
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$1,556,242
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,294,256
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$659,036
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$5,896,728
Participant contributions at end of year2016-12-31$3,625,254
Participant contributions at beginning of year2016-12-31$3,662,438
Assets. Other investments not covered elsewhere at end of year2016-12-31$7,542,173
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$7,725,447
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,083,017
Other income not declared elsewhere2016-12-31$389,838
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$14,895,797
Value of net assets at end of year (total assets less liabilities)2016-12-31$230,194,993
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$214,014,109
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$34,490,556
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$32,592,681
Interest on participant loans2016-12-31$157,049
Interest earned on other investments2016-12-31$1,399,193
Value of interest in common/collective trusts at end of year2016-12-31$95,766,925
Value of interest in common/collective trusts at beginning of year2016-12-31$92,645,397
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,061,120
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$876,855
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$876,855
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$53,487,520
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$43,735,544
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,122,082
Net investment gain or loss from common/collective trusts2016-12-31$7,090,774
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$34,221,445
Assets. Invements in employer securities at beginning of year2016-12-31$31,345,470
Contributions received in cash from employer2016-12-31$1,315,526
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$1,430,277
Income. Dividends from common stock2016-12-31$635,220
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$15,583,229
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2016-12-31346565596
2015 : LNL AGENTS' 401(K) SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-4,739,408
Total unrealized appreciation/depreciation of assets2015-12-31$-4,739,408
Total transfer of assets to this plan2015-12-31$2,080,628
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$6,544,648
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$13,444,717
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$13,387,178
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$9,974,778
Value of total assets at end of year2015-12-31$214,014,109
Value of total assets at beginning of year2015-12-31$218,833,550
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$57,539
Total interest from all sources2015-12-31$1,467,336
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,519,896
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,994,736
Administrative expenses professional fees incurred2015-12-31$40,539
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$6,378,619
Participant contributions at end of year2015-12-31$3,662,438
Participant contributions at beginning of year2015-12-31$3,940,849
Assets. Other investments not covered elsewhere at end of year2015-12-31$7,725,447
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$7,779,196
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$672,176
Other income not declared elsewhere2015-12-31$-436,440
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-6,900,069
Value of net assets at end of year (total assets less liabilities)2015-12-31$214,014,109
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$218,833,550
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$17,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$32,592,681
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$32,313,137
Interest on participant loans2015-12-31$157,447
Interest earned on other investments2015-12-31$1,309,889
Value of interest in common/collective trusts at end of year2015-12-31$92,645,397
Value of interest in common/collective trusts at beginning of year2015-12-31$90,314,142
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$876,855
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,224,495
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,224,495
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$43,735,544
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$45,681,577
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,402,941
Net investment gain or loss from common/collective trusts2015-12-31$161,427
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$31,345,470
Assets. Invements in employer securities at beginning of year2015-12-31$37,580,154
Contributions received in cash from employer2015-12-31$2,923,983
Employer contributions (assets) at end of year2015-12-31$1,430,277
Employer contributions (assets) at beginning of year2015-12-31$0
Income. Dividends from common stock2015-12-31$525,160
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$13,387,178
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2015-12-31346565596
2014 : LNL AGENTS' 401(K) SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$4,274,266
Total unrealized appreciation/depreciation of assets2014-12-31$4,274,266
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$22,382,439
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$14,204,353
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$14,164,467
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$8,476,023
Value of total assets at end of year2014-12-31$218,833,550
Value of total assets at beginning of year2014-12-31$210,655,464
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$39,886
Total interest from all sources2014-12-31$1,470,012
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,725,036
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$2,268,096
Administrative expenses professional fees incurred2014-12-31$39,886
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$6,342,987
Participant contributions at end of year2014-12-31$3,940,849
Participant contributions at beginning of year2014-12-31$3,692,974
Assets. Other investments not covered elsewhere at end of year2014-12-31$7,779,196
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$5,129,423
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$604,511
Other income not declared elsewhere2014-12-31$145,588
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$8,178,086
Value of net assets at end of year (total assets less liabilities)2014-12-31$218,833,550
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$210,655,464
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$32,313,137
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$31,140,231
Interest on participant loans2014-12-31$179,140
Interest earned on other investments2014-12-31$1,290,872
Value of interest in common/collective trusts at end of year2014-12-31$90,314,142
Value of interest in common/collective trusts at beginning of year2014-12-31$87,717,421
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,224,495
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,168,849
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,168,849
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$45,681,577
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$42,582,160
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-297,669
Net investment gain or loss from common/collective trusts2014-12-31$5,589,183
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$37,580,154
Assets. Invements in employer securities at beginning of year2014-12-31$38,076,975
Contributions received in cash from employer2014-12-31$1,528,525
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$1,147,431
Income. Dividends from common stock2014-12-31$456,940
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$14,164,467
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2014-12-31346565596
2013 : LNL AGENTS' 401(K) SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$20,240,785
Total unrealized appreciation/depreciation of assets2013-12-31$20,240,785
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$56,990,140
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$15,829,936
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$15,773,570
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$10,318,866
Value of total assets at end of year2013-12-31$210,655,464
Value of total assets at beginning of year2013-12-31$169,495,260
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$56,366
Total interest from all sources2013-12-31$1,425,132
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,090,258
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,669,141
Administrative expenses professional fees incurred2013-12-31$56,366
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$6,312,655
Participant contributions at end of year2013-12-31$3,692,974
Participant contributions at beginning of year2013-12-31$3,486,844
Assets. Other investments not covered elsewhere at end of year2013-12-31$5,129,423
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$2,745,978
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,289,106
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$41,160,204
Value of net assets at end of year (total assets less liabilities)2013-12-31$210,655,464
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$169,495,260
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$31,140,231
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$60,000,034
Interest on participant loans2013-12-31$198,579
Interest earned on other investments2013-12-31$1,226,553
Value of interest in common/collective trusts at end of year2013-12-31$87,717,421
Value of interest in common/collective trusts at beginning of year2013-12-31$40,755,316
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,168,849
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$780,282
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$780,282
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$42,582,160
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$39,670,215
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$10,867,681
Net investment gain or loss from common/collective trusts2013-12-31$12,047,418
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$38,076,975
Assets. Invements in employer securities at beginning of year2013-12-31$22,056,591
Contributions received in cash from employer2013-12-31$2,717,105
Employer contributions (assets) at end of year2013-12-31$1,147,431
Employer contributions (assets) at beginning of year2013-12-31$0
Income. Dividends from common stock2013-12-31$421,117
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$15,773,570
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2013-12-31346565596
2012 : LNL AGENTS' 401(K) SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$7,511,256
Total unrealized appreciation/depreciation of assets2012-12-31$7,511,256
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$940,283
Total income from all sources (including contributions)2012-12-31$32,166,200
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$20,516,946
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$20,475,927
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$8,138,923
Value of total assets at end of year2012-12-31$169,495,260
Value of total assets at beginning of year2012-12-31$158,786,289
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$41,019
Total interest from all sources2012-12-31$1,348,558
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,910,918
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,607,468
Administrative expenses professional fees incurred2012-12-31$38,154
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$6,133,894
Participant contributions at end of year2012-12-31$3,486,844
Participant contributions at beginning of year2012-12-31$3,859,370
Assets. Other investments not covered elsewhere at end of year2012-12-31$2,745,978
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$2,342,040
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$409,139
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$78,218
Other income not declared elsewhere2012-12-31$546,175
Administrative expenses (other) incurred2012-12-31$2,865
Liabilities. Value of operating payables at beginning of year2012-12-31$234,146
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$11,649,254
Value of net assets at end of year (total assets less liabilities)2012-12-31$169,495,260
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$157,846,006
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$60,000,034
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$55,855,399
Interest on participant loans2012-12-31$171,698
Interest earned on other investments2012-12-31$1,176,860
Value of interest in common/collective trusts at end of year2012-12-31$40,755,316
Value of interest in common/collective trusts at beginning of year2012-12-31$39,320,637
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$780,282
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,061,021
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,061,021
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$39,670,215
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$37,076,901
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$7,720,249
Net investment gain or loss from common/collective trusts2012-12-31$4,990,121
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$22,056,591
Assets. Invements in employer securities at beginning of year2012-12-31$18,831,345
Contributions received in cash from employer2012-12-31$1,595,890
Employer contributions (assets) at beginning of year2012-12-31$361,358
Income. Dividends from common stock2012-12-31$303,450
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$20,475,927
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$706,137
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2012-12-31346565596
2011 : LNL AGENTS' 401(K) SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-9,689,003
Total unrealized appreciation/depreciation of assets2011-12-31$-9,689,003
Total transfer of assets to this plan2011-12-31$837,266
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$940,283
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$679,074
Total income from all sources (including contributions)2011-12-31$299,310
Total loss/gain on sale of assets2011-12-31$890,394
Total of all expenses incurred2011-12-31$11,070,178
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$11,069,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$9,216,553
Value of total assets at end of year2011-12-31$158,786,289
Value of total assets at beginning of year2011-12-31$168,458,682
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$716
Total interest from all sources2011-12-31$1,322,790
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,560,961
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,367,701
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$7,099,035
Participant contributions at end of year2011-12-31$3,859,370
Participant contributions at beginning of year2011-12-31$3,875,700
Assets. Other investments not covered elsewhere at end of year2011-12-31$2,342,040
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$2,176,011
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$78,218
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$65,454
Other income not declared elsewhere2011-12-31$-241,391
Administrative expenses (other) incurred2011-12-31$716
Liabilities. Value of operating payables at end of year2011-12-31$234,146
Liabilities. Value of operating payables at beginning of year2011-12-31$238,401
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-10,770,868
Value of net assets at end of year (total assets less liabilities)2011-12-31$157,846,006
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$167,779,608
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$55,855,399
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$67,303,010
Interest on participant loans2011-12-31$195,389
Interest earned on other investments2011-12-31$1,127,376
Value of interest in common/collective trusts at end of year2011-12-31$39,320,637
Value of interest in common/collective trusts at beginning of year2011-12-31$30,839,384
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,061,021
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,054,789
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,054,789
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$25
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$37,076,901
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$36,183,046
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-4,137,032
Net investment gain or loss from common/collective trusts2011-12-31$1,376,038
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$18,831,345
Assets. Invements in employer securities at beginning of year2011-12-31$26,755,825
Contributions received in cash from employer2011-12-31$2,117,518
Employer contributions (assets) at end of year2011-12-31$361,358
Employer contributions (assets) at beginning of year2011-12-31$205,463
Income. Dividends from common stock2011-12-31$193,260
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$11,069,462
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Liabilities. Value of benefit claims payable at end of year2011-12-31$706,137
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$440,673
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$6,896,854
Aggregate carrying amount (costs) on sale of assets2011-12-31$6,006,460
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2011-12-31346565596
2010 : LNL AGENTS' 401(K) SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$1,381,062
Total unrealized appreciation/depreciation of assets2010-12-31$1,381,062
Total transfer of assets to this plan2010-12-31$1,092,826
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$679,074
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$237,440
Total income from all sources (including contributions)2010-12-31$28,590,526
Total loss/gain on sale of assets2010-12-31$1,931,327
Total of all expenses incurred2010-12-31$16,210,880
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$16,208,486
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$9,083,394
Value of total assets at end of year2010-12-31$168,458,682
Value of total assets at beginning of year2010-12-31$154,544,576
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,394
Total interest from all sources2010-12-31$1,606,174
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,283,770
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,242,322
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$50,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$6,747,601
Participant contributions at end of year2010-12-31$3,875,700
Participant contributions at beginning of year2010-12-31$3,706,594
Assets. Other investments not covered elsewhere at end of year2010-12-31$2,176,011
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$328,462
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$65,454
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$122,128
Administrative expenses (other) incurred2010-12-31$2,394
Liabilities. Value of operating payables at end of year2010-12-31$238,401
Liabilities. Value of operating payables at beginning of year2010-12-31$232,549
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$12,379,646
Value of net assets at end of year (total assets less liabilities)2010-12-31$167,779,608
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$154,307,136
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$67,303,010
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$59,306,285
Interest on participant loans2010-12-31$218,999
Interest earned on other investments2010-12-31$1,368,954
Value of interest in common/collective trusts at end of year2010-12-31$30,839,384
Value of interest in common/collective trusts at beginning of year2010-12-31$27,479,065
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,054,789
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$996,740
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$996,740
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$18,221
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$36,183,046
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$35,474,845
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$8,587,717
Net investment gain or loss from common/collective trusts2010-12-31$4,717,082
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$26,755,825
Assets. Invements in employer securities at beginning of year2010-12-31$27,268,473
Contributions received in cash from employer2010-12-31$2,007,331
Employer contributions (assets) at end of year2010-12-31$205,463
Employer contributions (assets) at beginning of year2010-12-31$190,446
Income. Dividends from common stock2010-12-31$41,448
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$16,208,486
Liabilities. Value of benefit claims payable at end of year2010-12-31$440,673
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$4,891
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$9,120,522
Aggregate carrying amount (costs) on sale of assets2010-12-31$7,189,195
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2010-12-31356565596

Form 5500 Responses for LNL AGENTS' 401(K) SAVINGS PLAN

2022: LNL AGENTS' 401(K) SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LNL AGENTS' 401(K) SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LNL AGENTS' 401(K) SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LNL AGENTS' 401(K) SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LNL AGENTS' 401(K) SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LNL AGENTS' 401(K) SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LNL AGENTS' 401(K) SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LNL AGENTS' 401(K) SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LNL AGENTS' 401(K) SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LNL AGENTS' 401(K) SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LNL AGENTS' 401(K) SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LNL AGENTS' 401(K) SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892784-087
Policy instance 1
Insurance contract or identification number892784-087
Number of Individuals Covered342
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892784-087
Policy instance 1
Insurance contract or identification number892784-087
Number of Individuals Covered354
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892784-087
Policy instance 1
Insurance contract or identification number892784-087
Number of Individuals Covered377
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892784-087
Policy instance 1
Insurance contract or identification number892784-087
Number of Individuals Covered384
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892784-087
Policy instance 1
Insurance contract or identification number892784-087
Number of Individuals Covered408
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892784-087
Policy instance 1
Insurance contract or identification number892784-087
Number of Individuals Covered425
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892784-087
Policy instance 1
Insurance contract or identification number892784-087
Number of Individuals Covered454
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892784-087
Policy instance 1
Insurance contract or identification number892784-087
Number of Individuals Covered480
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892784-087
Policy instance 1
Insurance contract or identification number892784-087
Number of Individuals Covered516
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892784-087
Policy instance 1
Insurance contract or identification number892784-087
Number of Individuals Covered562
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892784-087
Policy instance 1
Insurance contract or identification number892784-087
Number of Individuals Covered580
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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